Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, it’s been a crazy week.
I think most still haven’t recovered from witnessing the alt-coin flash crash last Friday.
I suspect we have more chop to come before we resolve one way or the other.
The BTC daily is in a downtrend, so that needs to reverse first before we can feel bullish.
The one big thing that I think is in BTC’s favour is that gold has been ripping, and looks overextended. I am a believer that BTC eventually catches up, but of course timing when that happens is very difficult.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. The Binance Liquidity Collapse
Very good write up on the historical liquidation event.
2. Cobie wisdom
“The truth is I have always optimised for enjoying my life and not going to 0.”
Many lessons contained within this long form reply from Cobie.
3. Bitcoin game theory
Interesting thoughts on China, gold and Bitcoin.
4. Hyperliquid 2026 Thesis
Re-evaluating the Hyperliquid thesis.
5. Zcash
Intriguing thoughts on Zcash.
Yield of the week (brought to you by Kamino)
You might be looking around for somewhere to earn yield on your stablecoins this week.
The Lend tab on Kamino is full of opportunities around ~10% APY with very clear explanations of the yield strategies which are rooted in Kamino’s lending protocol.
Kamino has one of the strongest security track records in all of DeFi, and is one of the very few places worthy of considering as a home for you stablecoins.
alpha_pls tweet of the week
Onchain is the future.
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.