5 Alpha Tweets - The Raging Phase, Onchain AI Reading List & More
Edition 138
Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends, Bitcoin is within touching distance of that huge 100k price level.
There was more chatter about the US BTC strategic reserve this week. I’ve had to pinch myself a few times, because this type of bullish catalyst was pure fantasy a few years ago.
But, here we are.
And Alt Szn comes next.
Join the alpha please Telegram channel. 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.)
1. The Raging Phase
The latest installment from Bob Loukas’ 4 year cycle series.
2. A GRASS report
The most thorough and detailed report that has been written on GRASS. You will want to pay particular attention to the revenue section. Alpha.
3. Move is like Solana in 2021
“fading move today is like fading SOL 2 years ago”
4. Fluid Bull case
Big write up on Fluid (INST alpha).
5. onchain AI reading list
This sector will be one of the hottest for the rest of this cycle. Here’s your bible. Get reading.
Yield of the week (brought to you by Kamino)
This week's top yield spotlight falls on Kamino's USDS-USDC liquidity vault, currently offering an impressive 24.13% APY on fees alone. This vault pairs Circle's USDC with USDS, Maker's stablecoin now on Solana.
Kamino's automated vault management and concentrated liquidity position optimization make this an efficient passive yield opportunity for those looking to put their stables to work. The dual rewards from both fees and USDS incentives create a compelling yield stack for what is essentially stable-to-stable exposure.
alpha_pls tweet of the week
Two choices.
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.