5 Alpha Tweets - Things to do before Q2 ends, What is Firedancer & More
Edition 115
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
Hell of a week.
BTC went below the $60k levels and the market has moved up since in response to the FOMC meeting where Powell's speech was more dovish than expected.
It's worth noting we had many people genuinely worried/actively saying the cycle had topped. That usually happens a few times every bull market, and this is the first occasion we have seen it.
New thing alert: I launched a Telegram channel last 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.)
1. Things to do before Q2 ends
Andy with a very helpful list of actions you should take. Don’t be lazy.
2. What is Firedancer?
Everything you need to know about Solana’s biggest upgrade.
3. Franklin Templeton’s Solana report
Report on Solana by a global investment firm that has over $1T in AUM.
4. Ton Thesis
Pantera have invested in TON and here’s why.
5. Meme coins and DeFi summer
Interesting perspective on where meme coins are right now.
Random protocol update
Eigen token announcement.
Airdrop opportunity
Sanctum
This protocol is going to be very important for Solana going forward. Sanctum solves liquid staking's shortcomings and opens a whole new world of value propositions and use cases for LSTs.
Sanctum’s points programme is now live and you have to opt in. Actually the most creative programme we’ve seen. Each LST is a pet that levels up. Kudos to Sanctum.
Strategy:
• Majority of SOL in INF (use the INF in Solana DeFi to also farm with that)
• Pick a bunch of other LSTs you like (JupSOL - might give a second JUP boost, hSOL - maybe helius token one day, CompassSOL, pathfinderSOL - gives you access to the ‘Ghibli’-esque collection they are producing)
• You can spread a small bit of sol amongst every LST to get every pet (involves much clicking), there might be a bonus for that.
You might get a surprise reward at the end of the programme if you join through my link below:
alpha_pls tweet of the week
New retail haven’t showed up yet.
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.