5 Alpha Tweets - Hayes' Case For Biggest Bull Run Of All Time, 6 Themes for Next Cycle & More
5 Alpha Tweets - Hayes' Case For Biggest Bull Run Of All Time, 6 Themes for Next Cycle & More
Edition 90
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm friends,
BTC has seen a small move up since last week.
Some alt sectors seeing signs of life. SocialFi continues to capture the imagination.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Summary of Hayes’ latest essay (AI x Crypto)
Jay with another TLDR of an excellent Arthur Hayes essay. Arthur puts forward his case for why we are about to see the biggest bull run of all time.
2. Dec & Jan for crypto
Interesting winter months analysis for the crypto market.
3. Solana past, present and future report
Nice overview of Solana and where it’s heading.
4. 6 themes for the next crypto cycle
CEO of Nansen with themes he thinks will be important in the next few years.
5. Chainlink’s verifiable web
dalteco with some big thoughts on Chainlink’s updated vision.
Random protocol update
Solana’s latest update brings native support for private transactions.
alpha_pls tweet of the week
Smartcon recap.
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And that’s your alpha.
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Crypto currencies are very risky assets and you can lose all of your money. Do your own research.