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 another huge week. The ETH ETFs started trading, which was another historic moment for the space and Trump gave a speech at the Bitcoin Conference that outlined his plan for Bitcoin and crypto should he take office.
The big headline was that Trump promised the US would keep 100% of the BTC they own making it a strategic reserve asset for the nation, but also that there would be proper, innovation fostering regulation put in place within 100 days of him becoming president. Wildly bullish talk and the market will have to price this in over the coming weeks.
The set up for crypto is great here. Who would have imagined that two presidential candidates would be making crypto a key election issue a few years ago?
I personally think we are about to accelerate. As always, never discount this market’s ability to test your patience and emotions on the lower time frames, but zooming out things look great.
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Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Why the Trump Speech was ridiculously bullish
Bullish and very insightful analysis.
2. ETH ETF flows
Tom’s analysis on the ETH ETF and what it means for the price.
3. SOL data analysis
gumshoe with some SOL price analysis.
4. Bitcoin ownership report
Fascinating report on Bitcoin owners in the US.
5. Hyperliquid playbook
There’s a lot of hype around HyperLiquid, and for good reason. This thread will get you up to speed.
Quest of the week (brought to you by Layer3)
You can earn Sophon rewards by completing this series of quests 👇
Airdrop opportunity
Infinex
Infinex is the brainchild of Kain, founder of Synthetix. The Infinex App brings together the hottest and most interesting DeFi projects from the Ethereum and Solana ecosystems in one place. The idea is it becomes the UX layer for crypto. I’m pretty bullish on the project.
You can deposit a whole variety of assets and earn crates currently.
alpha_pls tweet of the week
Thoughts on DeFi tokens:
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.