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5 Alpha Tweets - Why the BlackRock Bitcoin ETF Could Be Huge, Crypto Gaming Thesis, & More
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.
This week has been another rollercoaster ride.
Alts got mostly obliterated, whilst ETH and BTC both saw moves down.
Sentiment was probably the worst it’s been for a while.
However, we had light at the end of the week with BlackRock filing a spot BTC ETF.
Your weekly reads:
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1. BlackRock spot Bitcoin ETF
What you need to know about this new development…
2. China leaning into crypto
With the US doing everything possible to drive intellectual and crypto capital out of the country, China are doing the opposite.
3. Crypto gaming thesis
Comprehensive thoughts on the crypto gaming sector and how to approach it.
4. Uniswap v4
The largest DEX in crypto has released a whitepaper of their v4. Here’s the breakdown:
5. DeFi Llama ChatGPT Plugin
How to use the DeFiLlama ChatGPT Plugin:
Random protocol update I liked
EigenLayer live on Ethereum mainnet.
alpha_pls tweet of the week
On when the best opportunities arise.
Security is something you should never compromise on in crypto. I’ve recently come across Webacy.
It’s a full Web3 Safety Suite with a great interface and dashboard. Getting real time notifications if any unusual transactions occur in your wallet could be the difference between you saving your assets or losing them.
A few things you can do with it:
• Get a risk score based on your wallet attributes and transactions
• Get SMS’s and/or emails of all inbound and outbound transactions, approvals, trades, and more, for both pending and confirmed states of transaction
• Webacy’s Backup Wallet empowers you to set a recovery wallet in case of loss of access or wallet drainer hack. The Panic Button allows you to move assets in bulk to a safe wallet that you determine in the event of a compromised wallet.
And that’s your alpha.
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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.