5 Alpha Tweets - Runes FOMO, Research on the Fourth BTC Halving & More
5 Alpha Tweets - Runes FOMO, Research on the Fourth BTC Halving & More
Edition 113
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
We saw the first major sell off for alts since the up trend began. It started last weekend seemingly triggered by the geopolitical situation with Israel and Iran.
Alts sold off viciously without BTC really going down that much.
Every cycle you have multiple occasions where people question whether the bull market is over before eventually heading higher.
This felt like one of those moments to me.
New thing alert: I launched a Telegram channel this week. It’s free to subscribe for more market updates, DeFi & airdrop opportunities.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
This Newsletter is brought to you by Vector Reserve:
Vector Reserve is the issuer of vETH, the world’s first Liquidity Position Derivative (LPD). It’s a very cool protocol, which wants to introduce a diversified, risk adjusted reserve currency built on ETH.
They will be expanding to BTC liquid restaking soon. Well worth checking out their protocol.
1. Should you FOMO into Runes?
Nice thread from Ignas which gives you a balanced perspective if you were thinking of jumping into the the latest hot narrative which is Runes.
2. Nuke playbook patterns
Good chart examples to commit to memory when we go through large corrections.
3. Innovative on-chain experiments
Excellent list of innovative stuff happening on-chain from Maria.
4. Research on the fourth Bitcoin Halving
Galaxy report on the Bitcoin halving.
5. Movement (MOVE on the EVM)
A thread explaining Movement and the opportunity.
Random protocol update
100k TPS on Avalanche Vryx devnet. This experiment was run for days with 50 nodes globally distributed.
Airdrop opportunity
MetaStreet + Blast & Blast eco apps
MetaStreet is a yield infrastructure protocol. I think this is one of the most underfarmed protocols out there which could grow into a very important protocol in crypto.
Disclaimer: Don’t risk more than you are willing to lose. As always, there is smart contract risk. The strategy is designed to maximise points and hit multiple airdrops (MSTR, Blast, Thruster and Particle), so involves multiple platforms, but you can simply just mint an LCT to start earning MetaStreet XP and this will limit your smart contract risk.
Use my invite to get started, this link will take you to MetaStreet’s Ascend platform.
Deposit wstETH into a tower (choose a pool based on your risk - mwstETH-WPUNKS:20 should incur the least risk) - this will mint you an LCT
Bridge that LCT to Blast - can do this from the Ascend interface
Deposit the Thruster LP into Particle - choose existing liquidity tab
alpha_pls tweet of the week
A thread about io.net.
Try Drift on Solana
Drift are the #1 Perps DEX on Solana. I’ve partnered with them for the foreseeable future because I like trading on there. They recently did their Series A and raised $23.5M. Arthur Hayes has also recently joined as a strategic advisor.
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.