Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
*Elon is still waging a war with substack, so I have embedded the images again. You can click them and they will take you to the tweets.
Gm friends.
Everyone was apeing memecoins…
$2k ETH was short lived and the market corrected.
More time to accumulate.
Your weekly reads:
Today’s newsletter is brought to you by Kyberswap:
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1. Understand market structure
An excellent guide to helping you understand what the market is doing and where it might be heading next.
2. Q1 crypto developer insights
Always follow the devs. Emre breaks down the developer trends from Q1 this year.
3. Why the SEC Framework doesn’t work for crypto
Gensler got crucified during the oversight hearing this week. A write up on why the SEC’s policy for crypto is so bad.
4. PEPE Origins
How Pepe came about.
5. Bullish thesis for ve(3,3) with concentrated liquidity
Excellent breakdown of ve(3,3) with cl and why it’s good for token holders.
Random protocol update I liked
I work on growth for Nested and the devs have shipped a very cool trading competition that is open to everyone! It’s now live, there is a nice prize pool, so give it a try.
@alpha_pls tweet of the week
Close your eyes.
And that’s your alpha.
Thanks again to today’s sponsor Kyberswap! ➡️ Start farming with their ARB pools!
Free crypto analytics tool
I wanted to share Arkham with you all (not sponsored, just a tool I like). I track VC wallets using it.
A few things you can do with it:
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• Analyse wallet holdings and filter by value, token, time & counter party
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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. Do your own research.