Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, we’re back in what feels like one of those make it or break it moments for Bitcoin. You could call it a battle between the “Four-Year Cycle” and “Extended Cycle” theses.
This week’s price action has been rough, and my gut says Bitcoin may have more downside before any big upside move, though of course, short-term PA is notoriously hard to predict.
Below are a few opinions that may add some color on where we are in the cycle…
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Your weekly reading:
*All screenshots will take you to Twitter if you click.
1. Trump’s efforts to take control of the Fed represent a momentous catalyst
Long form thoughts on the long BTC trade/investment.
2. Cycle Peak? Not likely
“Still, two secular trends are bulletproof: blockchain adoption and monetary debasement.”
3. Why we haven’t topped
A data backed thread looking at a lot of different indicators.
4. The Plasma Thesis
Plasma has launched with a bang.
5. Mantle Bull Thesis
Why Mantle (MNT) is an asymmetric opportunity.
Yield of the week (brought to you by Kamino)
One of the easiest risk-adjusted stablecoin strategies in crypto right now.
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Rewards are boosted with both PYUSD and KMNO incentives.
alpha_pls tweet of the week
More musings on where we stand in the cycle.
MASS + HYPE Airdrop
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UI/UX is goated
My lore is that I actually worked on this product in 2023, and now many of the ideas from back then have come to life now.
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Very much worth downloading and seeing if you like the feel of the app.
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.