5 Alpha Tweets - Why the tariffs are madness, 10 novel DeFi protocols & More
Edition 152
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, crazy few weeks in the markets. The US administration really do seem to be making it up as they go along right now. They have gone from “No exemptions” on tariffs, to refunds on tariffs going back to April 5th, to exemptions not being “permanent.”
Impossible to take a view on where this all ends, but I do believe we are getting hints from the Federal Reserve that they will intervene with the bond market looking very shaky, and I think BTC will react very positively when we see that.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. Why the Tariffs are madness
Not crypto related, but a very good macro piece on tariffs.
2. 10 novel DeFi Protocols
An interesting list of protocols for you to check out.
3. How to survive a bear market in DeFi market neutral
Very useful advice in here.
4. Why the US Dollar is crashing right now
TLDR of a very good video explaining what is happening with the US dollar.
5. Why ETH’s price performance has sucked
Interesting to see David from Bankless assess the reasons for ETH’s underperformance.
alpha_pls tweet of the week
BTC thoughts.
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.