5 Alpha Tweets - Bitcoin's Network Growth, Bank of America Talks Chainlink & More

Edition 7

Aylo

Feb 18

Welcome to the Alpha Please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

1. Filter out the noise; Bitcoin’s network growth shows the trend

Evidence that you should relax and let the volatility play out.

Jurrien Timmer @TimmerFidelity

Bitcoin has been in a choppy trading range for almost a year now, bouncing between 30k and 65k. The up-or-down debate continues to be a favorite hobby for many, but it’s mostly noise. For Bitcoin, the network is what matters. Let's dig deeper. 🧵

2. Undervalued protocols with strong cash flows

Potential bargains here.

Jack Niewold @JackNiewold

Remember when you promised yourself you'd buy the dip back in May 2021? It's here. Tons of projects with strong cash flows, good earnings, and ludicrous P/E ratios are all on sale. Here are the 5 most undervalued protocols by P/E ratio: 🧵👇

3. Based CEO of Kraken

A stark reminder: not your keys, not your coins.

Jesse Powell @jespow

@degderat 100% yes it has/will happen and 100% yes, we will be forced to comply. If you're worried about it, don't keep your funds with any centralized/regulated custodian. We cannot protect you. Get your coins/cash out and only trade p2p.

4. Bank of America attributing the rise of DeFi to Chainlink, and tips oracles to enable the next generation of blockchain use cases

Probably nothing.

Munki @ChainLinkMunki

Bank of America just had an investor call with #chainlink CEO Sergey Nazarov. Citibank also believes that the $link token could be bigger than $btc 2021 article (google it) Major global banks are directly looking into the investment of chainlink $link coindesk.com/business/2022/…

5. Small, but significant data point here

Web3 continues to attract more developers, investors and users, as symbolised by the growth of the largest and longest running Ethereum event in the world.

Tom Schmidt @tomhschmidt

I went to ETH Denver in 2018, 2019, and 2020 and I have never seen it even close to being this busy. Insane energy right now.

@alpha_pls tweet of the week

Years of experience and acquired knowledge condensed into one mega thread to help you make better investment choices in crypto.

Aylo (alpha please) @alpha_pls

Years of obsessive research in this space has taught me to be a better crypto investor. Here is how I do fundamental analysis 🧵👇

And that’s your alpha.

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It is a space for all general crypto chat and will almost certainly contain alpha. It’s free to join, just click the image. As you may have seen on Twitter, I originally launched the discord channel to organise the lobbying strategy against HMRC in the UK, so it also has a dedicated section for that.

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.

alpha please