5 Alpha Tweets - Rethinking Crypto's Culture of Short-Termism, 52 Trading Lessons & More
Edition 150
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, global markets are struggling right now. Crypto doesn’t operate in a vacuum and is more correlated to macro than ever before.
Trump’s erratic tariff headlines causes uncertainty for investors, and markets don’t like uncertainty.
If we do see some relief in the stock market in the coming weeks then I do believe BTC would also see some relief, and that would drag the alt market up again for a bit. But, alts are really quite badly smashed up, and market structure now means we have underwater holders selling bounces for the foreseeable future.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
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Here’s a simple strategy from me.
1. Rethinking Crypto's Culture of Short-Termism
A very well written piece that explores how the crypto industry needs to evolve beyond short-term thinking.
2. Internet Finance Begins with Underserved Markets
Interesting thesis that argues first disruptive technologies are successful with underserved markets and then they become good enough to challenge and displace incumbents.
3. 52 Trading Lessons
Trading mistakes to avoid.
4. Hyperliquid Fundamentals
A long read that explores why Hyperliquid is exciting, a long-term time horizon view, potential roadblocks, and a comparative valuation model for HYPE.
5. Everything to know about Sonic DeFi
Sonic is one of the few chains growing in TVL right now. This is a very good thread that dives into everything happening.
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.