Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends, BTC inches ever closer to a breakout. Feels like everyone is holding their breath to see if we get an explosive run.
Not long until we find out the results of the US election, which will no doubt play a big role in the short term…
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Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Solana fundamentals at ATH
Solana is crushing it right now.
2. Fat protocol thesis is reversed with Crypto x AI
“Owning a piece of a decentralized open source AI model, a new world engine, will be the ultimate Schelling point.”
3. L1 value accrual in a rollup-centric roadmap
Great write up on value accrual from Dan. REV (fees+tips) matters.
4. Interview with the man behind terminal of truths
Podcast that dives deep into GOAT and terminal of truths.
5. A short lifecycle of an Onchain Meta
Well worth a read if you want to improve your trading of new narratives/metas.
Yield of the Week (brought to you by Kamino)
JLP Multiply on Kamino is currently offering an attractive 55.50% APY with up to 3.2x leverage available. What makes this opportunity particularly appealing is JLP's lower volatility profile compared to other crypto assets (an index fund composed of SOL, ETH, WBTC, USDC, USDT), providing a more stable leveraged yield opportunity. Users also earn 3x KMNO points on their positions. While leveraged positions carry liquidation risk (at 80% LTV), JLP's historical stability and diversified composition have helped users manage this risk effectively.
Kamino has established itself as one of the leading DeFi protocols on Solana, recently reaching a new TVL ATH of $1.7B.
alpha_pls tweet of the week
The market has gotten more rational imo.
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.