5 Alpha Tweets - Hyperliquid to $120B FDV? How to use AI for crypto research & More
Edition 157
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, Bitcoin continues to defy the bears. More and more MicroStrategy copy cats seem to be popping up, and it feels like we simply have more buyers than sellers currently. Saylor still hasn’t run out of bullets as well.
CRCL showed how bullish TradFi are on stablecoins. The stock has flown to around $30B market cap since the IPO.
HYPE remains the fastest horse when it comes to alt coins. Not a very long list right now that are near their highs and managing to keep up with BTC.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. How Money & Banking Work (& why they're broken today)
Must watch video for anyone that wants to understand money.
2. Hyperliquid to $120B FDV
Another Hyperliquid report.
3. How to use AI for crypto research
Great prompt you can start using immediately to level up your research.
4. Self custody alpha
Worth reviewing some of the tips in here to keep your assets safe.
5. Is COIN undervalued now?
Some interesting discussion here looking at COIN’s fundamentals and valuation in light of the explosive CRCL price action.
Yield of the week (Brought to you by Kamino):
SyrupUSDC is now live on Kamino. You can one click loop SyrupUSDC for 17-18% APY if you use the max multiplier. This is very good risk adjusted stablecoin yield imo.
There is also the option to lend USDG in the Maple Market for 9.35% APY.
Maple yield is generated from fixed rate, overcollateralised loans to institutional borrowers. These short duration loans enable Maple to provide consistent high yield and short term liquidity for users. The strategy has a track record of yield outperformance compared to leading DeFi lending protocols.
Syrup makes Maple's institutional lending marketplace available to all through DeFi.
You can read more about the SyrupUSDC campaign on Kamino here:
alpha_pls tweet of the week
GRASS fundamentals continue to improve.
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.