Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
Gm friends,
Well, well, well, Bitcoin touched 30k today.
This week we had fake news of the Bitcoin Spot ETF and the market aggressively pumped to subsequently retrace one hour later when everyone realised the news was false.
Bitcoin has certainly had a bid since then. Did some entities realise they were underexposed having witnessed potential price action on spot ETF approval?
We will see if we get any follow through here.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Is SOL sustainable?
Thoughtful analysis looking at SOL the asset.
2. Arbitrum STIP analysis
A very useful post that summarises what every project will do with their ARB grant:
3. Games that will drop a token
Gaming alpha from Raiden.
4. Trends to watch
Harp hosts the Lightspeed podcast, which is I must say is excellent, and he has put together this interesting list of trends from his time researching:
5. Protocols that have an upwards trend in TVL
Stacy curates a list of protocols whose TVL is up and to the right over the last three months.
Random protocol update
The Celestia Genesis Drop has concluded with additional TIA going to the addresses that claimed.
alpha_pls tweet of the week
Solana thoughts.
Earn points by staking SOL on Jito
Jito now has a points program to reward their users.
JitoSOL is Solana's first MEV-boosted liquid staking token. Jito is currently offering 7.34% APR. You simply deposit SOL through their UI and receive JitoSOL in return, which you can use in Solana DeFi.
Jito has no token currently, so you would also make yourself eligible for that should they decide to do an airdrop.
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.
You always deliver!