5 Alpha Tweets - Lessons after round tripping 8 figs, Bitcoin Strategic Reserve falls short & More
Edition 149
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, we are currently at the mercy of macro. Crypto has had a lot of good headlines in recent times, however, most were priced in. The uncertainty around tariffs, and whether the US will be pushed into a recession is weighing heavy on the markets. Risk assets have all taken a battering.
The US crypto summit this week didn’t really deliver any new information, and there isn’t much to latch on to in the short term.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
This week’s newsletter is brought to you by Kamino
Very much worth highlighting this major milestone for Kamino. They are the only Solana DeFi protocol to have been formally verified (rigorous mathematical proofs checking the code does what it should). Raises the security standards for Solana DeFi, and as someone that has funds in the protocol, it is a very welcome update.
1. Navigating time frames
A very useful framework for helping you manage time frames.
2. Cathedral building will save crypto
Well written thread that argues the industry needs to shift from short-term speculation ("trench warfare") to building long-term value ("cathedrals").
3. Yield-Bearing Stablecoins analysis
I’m guessing many of you might find yourselves with a few more stablecoins on hand currently. This a great piece of research that thoroughly compares the different yield-bearing stablecoins right now.
4. Lessons after round tripping 8 figures
Valuable insights for everyone in crypto.
5. Bitcoin Strategic Reserve falls short of the game-changer everyone claims
A contrarian view on why the Bitcoin Strategic Reserve isn’t as bullish as people think, and that the crypto industry needs to set the bar higher for truly meaningful wins.
alpha_pls tweet of the week
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.