5 Alpha Tweets - Why Bitcoin could finally decouple from US tech equities, Why crypto feels jaded & More
Edition 153
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, a slightly better week for crypto even though the Trump headlines continued. This week, they focused on Trump wanting to fire Jerome Powell.
We are in a period of disinterest, but it is usually in these moments where outsized opportunities are found, even if it takes a long time for those gains to be realized.
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Why the industry feels jaded
Real talk from Grant.
2. Bitcoin - the trade after the trade
fejau lays out why Bitcoin could finally decouple from US tech equities as global capital flows rebalance away from America, creating what they believe is the "cleanest trade after the trade" in the current regime shift.
3. Financial Freedom & Neofeudalism
An interesting article that challenges common narratives about crypto, arguing it's not a financial revolution but regulatory arbitrage that will inevitably lead us toward a new form of feudalism.
4. Crypto is growing up, VCs are getting left behind
The old VC playbook is dead and only those who embrace true company-building will survive.
5. The Bittensor Ecosystem
Deep-dive into Bittensor's "Darwinian AI" ecosystem, explaining why it might be the most compelling investment opportunity in decentralized AI through its unique subnet competition model, tokenomics design, and emerging real-world applications.
alpha_pls tweet of the week
Farming on HyperEVM.
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.