Adrian's DeFi Alpha
Adrian DeFiI'll help you navigate the world of Crypto so you can save time and money!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 106 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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adriandefi.substack.comLatest Issues
Q4 Low Incoming? July Rally Says Careful
Hey Friend!
Bitcoin is doing the thing it usually does in July of a bear market: bouncing. What’s new this week is the company causing the most stress for the crypto market recently. Strategy, the firm that has never sold a meaningful amou...
Three Signals Will Confirm Bitcoin’s Next Bottom
Hey Friend!
June handed Bitcoin everything it was supposed to want. A peace deal. An oil crash. A pro-Bitcoin Fed chair. The Clarity Act eventually around the corner. Bitcoin fell roughly 20% anyway, to eight-month lows.
Before I explain...
Risk Assets Lost Their Fuel. Now What?
Hey Friend!
Leveraged ETF money doubled in two months. Stocks haven’t been this expensive versus bonds in 95% of the last 50 years. And market liquidity just went negative for the first time since 2021.
Three data points, one reading: lat...
Is This The Best BTC Accumulation Window?
Hey Friend,
Bitcoin slipped under $60,000 on Friday, and the timeline split into two camps.
One camp is shaken. Two straight weeks of ETF outflows, a Saylor sale, price grinding lower. They’re reading it ever bearish after switching bulli...
HYPE Keeps Ripping While Bitcoin Breaks Down
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Hey Friend!
Munger had one line that survives every cycle.
“Show me the incentives, and I’ll show you the outcome.”
Right now three sets of incentives are running...
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