5 Alpha Tweets - Why you should be insanely optimistic on Crypto, When will the chop end & More
Edition 121
Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.
gm friends,
BTC remains very choppy and alts have been severely hit in recent weeks.
I think a longer cycle, rather than an accelerated cycle, is more likely as a result, and statistically this looks like the best region to add to alt positions since mid 2023.
Patience will set you free.
New thing alert: I launched a Telegram channel recently. It’s free to subscribe for more market updates, DeFi & airdrop opportunities.
Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Why the Circle founder is more bullish crypto than ever before
Good long read from Jeremy that puts a lot of things into perspective.
2. Bitcoin analysis
Summary of Bob Loukas’ latest video charting the four year cycle of Bitcoin.
3. The Crypto J-Curve
Nicely presented methodology for trading the crypto market.
4. Tokens represent a financialized belief system
Very good read for all founders and crypto market participants.
5. EVM L2s will go to zero
Good rant from the founder of Movement: “Next-gen L2s focus purely on UX - not bickering about useless circle jerk concepts and instead focusing on building killer apps and killer communities.”
Random protocol update
Layer Zero released their token. You can follow the tweet in the link below to check claim your airdrop.
Airdrop opportunity
Mitosis
Mitosis is the first Ecosystem-Owned Liquidity protocol to empower LPs with competitiveness in the highly complex multi-chain DeFi.
If you were looking for another place to earn yield on your ETH, you can deposit eETH (EtherFi’s LRT) across many L2s and net EigenLayer, EtherFi and Mitosis points + L2 incentives (Blast points etc.).
They have just opened up unlimited deposits. I’ve been farming Mitosis for a while, and hopeful this might turn into a decent drop as it’s not overfarmed currently.
alpha_pls tweet of the week
Thoughts on the cycle.
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.
Awesome 👏🏻 thanks.