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Alpha Recap #29: Zcash Vulnerability, OAK Research Portfolio Repositioning, and the Impact of STRC's Decline
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Strategy sold BTC, Polymarket said NO: Inside the biggest inter-subjective market dispute of 2026
The Nvidia CEO may have just revealed the next winners of the AI cycle
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Alpha Récap #28: Perps Coming to the US, ICE Gets Closer to Hyperliquid, and a Take on Micron Technology
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Exchanges Between the ICE President and Hyperliquid: Should We Really Be Bullish?
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What is HIP-4 and how do Hyperliquid’s outcome markets work?
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Alpha Recap #27: SpaceX is on TradeXYZ, Polymarket launches pre-IPO markets, and an opportunity on Pendle
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Everything is starting to align for Hyperliquid… and the market is finally starting to understand it
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Can Nvidia still carry the market amid sky-high AI expectations?
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Alpha Recap #26: Coinbase Acquires USDH, Yield Opportunity, and a Shift in Pre-IPO Markets
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Alpha Recap #25: Reviewing HIP-4, Strategy Ready to Sell BTC, and Changes to Ethena’s USDe
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STRC: How Strategy Turned Bitcoin Into a Yield Product
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DeFi won, but at what cost?
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Alpha Récap #24: The Aave situation, MegaETH's TGE, and Derive's buybacks
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KelpDAO Hack: The full Picture of a $292 Million Disaster
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