5 Alpha Tweets - Narratives to watch, Current state of the 'Trenches' & More
Edition 154
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, Bitcoin had a very strong monthly close, and the longer term trend is currently very much intact. I personally think Bitcoin has opened itself up to more investors as it showed tremendous relative strength during this period of volatility for all markets. Fund managers pay attention to risk adjusted returns.
“Sell in May and walk away”… will this time be different? We had a very bad Q1, so it’s possible, but have to mindful of seasonality.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Narratives to watch
Interesting list of projects within narratives.
2. Current state of the ‘Trenches"‘
Deep dive on what is happening in the trenches.
3. How Blockchain Is Transforming Asset Issuance
How traditional capital pathways are becoming obsolete. Anyone can create and issue tokenized assets directly to communities without intermediaries.
4. Revenue over Hype
Great article about how Hyperliquid changed the game.
5. A Letter to Private Market Token Participants
“Tokens are broken and liquid markets are acutely aware of the negative dynamics that private market participants have brought upon them.”
Spotlight: Kamino
Pretty big news for Kamino this week as it announced a major integration with Chainlink. I think this is really significant.
It is a major security upgrade, and opens up Kamino to even more risk adverse DeFi users (institutions and whales).
This chart is quite a remarkable one. Kamino actually grew in SOL deposits and borrows in the last few months. It highlights that DeFi users really do have a lot of trust in the protocol, as usually we see contractions in DeFi apps during very turbulent moments.
Kamino is cementing itself as the backbone of DeFi on Solana.
alpha_pls tweet of the week
Worth checking out Infinex.
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.