11 Dec 2025, 17:13 UTC≈5,360 views79 reactionsread 8 August 2026 Market update
I go back and forth on how crypto plays out in 2026. We are in a fascinating standoff.
On one side, 4 year cycle maxis argue the top is in. They point to broken market structure and heavy whale selling, a consistent cycle top indicator. They also note that mid-term election years (2014, 2018, 2022) have historically been brutal for crypto, often marking the deepest part of the bear.
"Trade the market…
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9 Dec 2025, 16:16 UTC≈3,460 views16 reactionsread 8 August 2026 Gm gm, will do a longer update this week. Clearly the bearish scenario played out, and we are more than likely in bear market rally territory.
I've seen that HyENA finally launched. Think it's a no brainer to give it a try (long list of reasons):
• Because your collateral is USDe, you can earn the underlying USDe yield on top of your trading profits (capital efficiency bro)
• Boosted 12%+ APY on your USDe for the f…
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13 Nov 2025, 10:47 UTC≈3,880 views27 reactionsread 8 August 2026 Photo
Photo, posted without a caption
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13 Nov 2025, 10:47 UTC≈4,540 views39 reactionsread 8 August 2026 The Bitcoin bulls vs bears battle goes on...
Almost everyone is desperate for some sort of resolution one way or another...
From a technical perspective the bulls are hanging on, and continuing to defend $100k, and HTF trend does still remain intact, although it is clearly a weakening trend (RSI).
This remains notable due to how much selling has occurred over a long period of time. It's still quite impressive that…
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11 Oct 2025, 10:25 UTC≈4,120 views70 reactionsread 8 August 2026 Well, things have changed rather rapidly. I truly hope everyone is ok.
I see the merits of both arguments right now.
Bear case for me is that charts on everything apart from Bitcoin (which is also hanging on for dear life), and a few of the top majors, look destroyed.
We may have contagion and bodies that need to float to the surface, and that simply takes time.
We were struggling to find buyers for alt coins, an…
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10 Oct 2025, 12:13 UTC≈4,080 views46 reactionsread 8 August 2026 Alpha Friday Market Update
It’s been a while since my last update.
On the HTF the setup hasn’t really changed for me. The macro setup remains supportive and recent price action suggests momentum in crypto is picking up again with BTC breaking its past ATH. Gold and US equities continue to be well oriented which is another positive sign. I think there is a very low probability that BTC doesn’t catch up to Gold’s per…
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4 Sept 2025, 19:57 UTC≈3,800 views38 reactionsread 8 August 2026 At the very least, I think the S-tier HyperEVM airdrops will be huge.
Saying this as someone who received a large JTO airdrop, and the set up seems similar (still a lot of people fading).
I wrote up my airdrop tier list & why I'm bullish HyperEVM:
https://www.alphaplease.com/p/my-hyperliquid-airdrop-tier-list
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3 Sept 2025, 12:23 UTC≈3,480 views21 reactionsread 8 August 2026 The best mobile app for trading Hyperliquid perps is Mass.
They are one of the top earning apps from builder codes so far.
You will liquidity mine MASS + earn the HYPE airdrop (if/when that happens, I think when personally), so it’s a good option if you are trading on Hyperliquid anyway, or want an option for trading on mobile.
My lore is that I actually worked on this product in 2023, and now many of the ideas fr…
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3 Sept 2025, 08:04 UTC≈4,170 views56 reactionsread 8 August 2026 Random thoughts on the market:
Bitcoin has been weak recently. It’s in a downtrend on the daily, though still intact on higher timeframes. It's possible the low could be in already, but gut feeling says it probably isn't (although obviously I don't know, and it's impossible to predict lows).
The 200D MA sits around $101k, a level where I’d expect many bulls to step in. Max pain could mean wicking below that. The la…
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20 Aug 2025, 14:54 UTC≈3,210 views40 reactionsread 8 August 2026 Longer form piece looking at the arguments for a Four-Year Cycle Top vs Extended Cycle to 2026.
"The four-year cycle pattern is the strongest argument for a 2025 top - it's worked three times and simplicity often wins. But institutional market structure changes, Fed transition dynamics, and missing euphoria signals suggest this cycle could extend into 2026."
https://x.com/alpha_pls/status/1958153018194452713
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13 Aug 2025, 11:17 UTC≈3,730 views67 reactionsread 8 August 2026 Alpha Wednesday Market Update
Animal spirits are definitely back.
CPI was one of the main sources of uncertainty in recent weeks. Now that it’s out of the way (and with no negative surprises), the path ahead looks much clearer. The total crypto market cap is now in price discovery mode.
As I said last week, we have plenty of catalysts ahead that point to bullish times ahead (check the latest TG post). We are movi…
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13 Aug 2025, 09:44 UTC≈2,570 views52 reactionsread 8 August 2026 Photo
TOTAL crypto market cap is now in price discovery.
We have an estimated ~27B across treasury companies ready to buy ETH.
The US regulatory bodies and government are completely behind and pushing crypto and onchain adoption.
We are moving into the mania phase of the cycle driven by institutional fomo.
Don't be afraid to dream a little bigger.
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