5 Alpha Tweets - Why Hyperliquid will flip Binance, Solana ETFs & More
Edition 159
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, Bitcoin remains just a small % off its ATH, while stocks have been ripping.
It feels like only a matter of time until the next leg up. BTC has been consolidating for a while, and we’re still in a “wall of worry” environment - typically fertile ground for price discovery.
Crypto stocks have been flying, but altcoins have been lagging or bleeding out. The saying “there’s always an alt szn somewhere” proves true yet again.
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I could say a lot about Kamino to convince you to check it out - but this simple tweet from Dawid says it best.
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There is something for every DeFi user on Kamino right now.
Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Bitcoin Will Threaten Government Deficit Spending
Another excellent conversation with Lyn Alden, covering: Bitcoin vs fiat, adoption challenges, and when BTC might start impacting sovereign financing.
2. Why Hyperliquid will flip Binance
HIP-3 explained and the bullish implications for Hyperliquid.
3. FLUID DEX v2
The Fluid opportunity, outlined.
4. Bullish on Solana ETFs
It’s bullish that no one cares.
5. Altcoin breadth bear market
You still have to be extremely selective with alts.
alpha_pls tweet of the week
HYPE Bull Case TLDR:
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.
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