Welcome to the fourth Alpha newsletter. We curate alpha for you. That’s it; that’s the newsletter.
We could go into serious depth about why $ETH should do so well over the coming months, but Alpha is a “give me the TLDR newsletter”. Crypto Gucci has it nailed in a nutshell.
Molly has the $ETH merge timeline and has told you to put your seatbelt on.
Burn baby burn.
Another reason to be bullish on $ETH’s L2s.
The institutions are here and they aren’t leaving any time soon. Raoul Pal is calling $ETH the greatest trade he has seen in his whole career of covering financial markets. It’s probably nothing.
Adriano with another succinct breakdown of the bullish case for $ETH.
We need another word for bullish, because that word isn’t strong enough to describe Tetranode's $ETH prediction.
DeFiGod @DeFiGod13/ So you are going to want to denominate in something like ETH, SOL, AVAX, maybe DOT if VCs stop cucking the ecosystem plays. Plan would be to take your $100k buy one of those then buy small/medium cap coins in the ecosystems. You want to buy then flip for a 3-10x back to the
The $ETH merging of chains narrative is coming… We know Crypto Twitter likes narratives.
How’s the TA?
Never forget it’s still early.
croissant @CroissantEthIf you ever feel like you’re not early, just take a look at the total number of users who have ever interacted with different DeFi protocols… $UNI - 2.4M $COMP - 326K $SUSHI - 201K $BAL - 178K $AAVE - 67K $MKR - 73K $CRV - 43K $YFI - 31K $SNX - 18K & you’ll feel a lot better
Here is croissant with the detail if you want to dig further into the bullish case for $ETH:
And that’s your alpha.