5 Alpha Tweets - Why TRUMP Coin is long term bullish, Breaking the four-year BTC cycle & More
Edition 145
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, this was one of the most extraordinary weeks I’ve witnessed in crypto.
The President of the United States launched a meme coin on Solana and it went to $73B FDV in 48 hours.
I’m not sure anyone has actually been able to process what this event means completely yet. I did some sleep deprived thoughts the morning after the launch, but there’s no doubt this a major, major catalyst for the space.
Oh, and Trump gets inaugurated tomorrow in case you forgot. Expect next week to be very, very volatile.
I think we are heading into the next phase of the cycle, which is usually best described as mania.
"Signs of froth are indistinguishable from signs of adoption."
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. Why Trump coin is long term bullish for the industry
Here’s some early thoughts on the long term ramifications of TRUMP coin.
2. 10 Trump-induced thoughts
Trump crypto thoughts from one my favourite independent thinkers in the space.
3. Breaking the four-year BTC cycle
Food for thought from Chris, who is often one of the best long term forecasters.
4. Narratives vs Fundamentals in crypto
Very good read.
5. Hyperliquid and TRUMP
Interesting analysis on Hyperliquid, which shows it had the most OI for TRUMP coin of any exchange (above Binance and Bybit) in the first 24 hours of trading.
Airdrop opportunity
This will end up as one of the best airdrops of the cycle imo. Tough one to earn though.
alpha_pls tweet of the week
What Solana just achieved was historic.
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.