5 Alpha Tweets - The Great Crypto VC Bubble, DAS Takeaways & More
Edition 151
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, not a massive amount changed in the last week. We did see some of the long tail alts in the market start to move, which suggests a bit of risk appetite out there.
April 2nd is the date to watch as we find out if Trump will go ahead with “reciprocal tariffs”. A range of outcomes are still possible here. It is still such an uncertain event, which will have a big effect on markets.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. DAS Takeaways
There are many interesting opinions and takeaways from the Digital Asset Summit in here. Lots of views on the future of the industry.
2. The Great Crypto VC Bubble
“It all traces back to the 2021 crypto VC bubble.”
Fascinating read.
3. The App-Coin Thesis
Distribution and mindshare will be more important than ever going forward.
4. AI Prompts for Crypto Research
Nice cheat sheet.
5. Easy money period is over
Interesting point of view. Have had similar thoughts.
Yield of the week (brought to you by Kamino)
I still really like this yield option for stablecoins. USDS incentives are running on Kamino, and you can earn them by depositing USDS-USDC into their liquidity vault. 9.33% APY at the moment. Very battle tested product as well.
alpha_pls tweet of the week
This is the trade to nail.
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.