Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
As I pointed out a few weeks ago, people questioning whether the cycle has topped usually happens multiple times during a bull run. Seems we just went through one of those phases.
BTC looks to be moving up to the range high, ETF inflows have been strong this week, and select alts such as SOL look strong.
I hope you made the most of the sell off.
New thing alert: I launched a Telegram channel recently. 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. Guide to DePin
List of top projects in the DePin category.
2. Breaking down new Binance launches
Fascinating data here.
3. Governance tokens are just memecoins
Thoughts about why governance tokens and memecoins are the same.
4. Deep Dive into Solana DeFi
Good thread showing the current state of Solana DeFi.
5. Mantle Ecosystem List
List of all projects that have deployed on Mantle including whether they have a token or a points program right now.
Random protocol update
Chainlink share the results of a new pilot with The DTCC (they settle quadrillions each year) and some of the world’s largest financial institutions.
Airdrop opportunity
Oasis
Oasis is the first distributed AI inference platform.
This is an opportunity that costs you nothing, and is very early.
Oasis AI launched their chrome extension recently. Oasis leverages a novel browser extension for easy onboarding of compute to power a diverse range of curated AI models available to consumers and developers on the Oasis platform.
You will earn $OAI for simply running the extension. You will need to enable a few things in the chrome extension to get going.
Simply onboard by downloading the chrome extension and opt in to connect your GPU/CPU.
This looks pretty legit and they have raised $2.3M from solid backers, but just to be safe for now use this extension on a browser that doesn’t have any wallets connected. You can also use in conjunction with a VPN.
alpha_pls tweet of the week
Thoughts on SOL/ETH.
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.