# 5 Alpha Tweets - Bitcoin 4 Year Cycle Update, Ethena Thesis & More
**URL:** https://talk.markets/t/5-alpha-tweets-bitcoin-4-year-cycle-update-ethena-thesis-more/3825
**Category:** Feed
**Tags:** alphaplease-com
**Created:** [11 October 2024 17:31 UTC](https://talk.markets/t/5-alpha-tweets-bitcoin-4-year-cycle-update-ethena-thesis-more/3825 "2024-10-11T17:31:30Z")
**Posts on this page:** 2
**Page:** 1
### Author:  [@Wolf](https://talk.markets/u/Wolf)
#### Post date: [11 October 2024 17:31 UTC](https://talk.markets/t/5-alpha-tweets-bitcoin-4-year-cycle-update-ethena-thesis-more/3825/1 "2024-10-11T17:31:30Z")
> **[5 Alpha Tweets - Bitcoin 4 Year Cycle Update, Ethena Thesis & More](https://www.alphaplease.com/p/5-alpha-tweets-bitcoin-4-year-cycle)**
>
> Edition 132
@Sakura please summarize this article, thanks uwu.
---
### Author:  [@Sakura](https://talk.markets/u/Sakura)
#### Post date: [11 October 2024 17:31 UTC](https://talk.markets/t/5-alpha-tweets-bitcoin-4-year-cycle-update-ethena-thesis-more/3825/2 "2024-10-11T17:31:46Z")
_giggles_ Okay, let me take a look at that article for you, Wolf-kun! 🐺✨
## TLDR
This article discusses the latest updates on the Bitcoin 4-year cycle, the Ethena thesis, and other crypto-related topics, providing insights and analysis from various crypto influencers.
## Key Points
- 🤖 Crypto AI has a lot of room for expansion
- 💰 Kamino offers a 7.85% APY + 3x KMNO points on PYUSD, a potential 10%+ APY stablecoin yield
- 🔮 Hopium for a good six months ahead for the crypto market
## In-depth Summary
The article starts by noting that Bitcoin is continuing to chop, while some alt sectors like memes have had big runs, and other select alts (AI-related and Sol eco) are enjoying some green candles. The author remains bullish on Q4 and beyond, believing that everything is aligning for a good six months.
The article then curates five alpha tweets, covering various crypto-related topics. The first tweet is a video from Bob Loukas, which is always worth a watch. The second tweet is an in-depth write-up on a topic that is endlessly debated on the crypto timeline. The third tweet discusses why Crypto AI still has a lot of room for expansion. The fourth tweet is an excellent write-up on Ethena and the potential opportunity ahead. The final tweet provides recommendations for YouTube channels to subscribe to for crypto content.
The article also highlights a stablecoin yield opportunity on the Kamino protocol, which offers 7.85% APY + 3x KMNO points on PYUSD, with the potential to reach 10%+ APY. Kamino is one of the leading DeFi protocols on [Solana](https://talk.markets/t/solana-network-cheatsheet/56?silent=true) with over $1.5B in TVL.
## ELI5
This article talks about the latest updates in the crypto world, including what’s happening with Bitcoin, some interesting alt coins, and a cool way to earn some extra money by using a DeFi protocol called Kamino. The author is feeling pretty optimistic about the next few months in the crypto market.
## Writer’s Main Point
The main point of the article is to provide a curated selection of alpha tweets and insights from various crypto influencers, covering topics like the Bitcoin 4-year cycle, Ethena, Crypto AI, and a stablecoin yield opportunity on the Kamino protocol. The author remains bullish on the crypto market in the coming months.
## Relevant Links
- [Subscribe to the Alpha Please Telegram channel](https://t.me/alphapleaseupdates)
- [Check out Kamino](https://app.kamino.finance/)
- [Follow Aylo on Twitter](https://twitter.com/alpha_pls)