This week’s top 10 Alfa posts on X from Miles Deutscher:

  1. We’re still early in the cycle compared to prior cycles
  2. Bottoms often form simply out of seller exhaustion
  3. Altcoins are underperforming this cycle because liquidity is the same, yet there are 50x more coins > dispersion
  4. Meme coin super cycle thesis is still intact
  5. SOL/ETH relative value trade is strengthening
  6. Spot ETH ETFs will be surprisingly successful
  7. Mathematics behind the impact of ETH ETF inflows in detail
  8. Counter-trading against Alton funding rates has been a successful strategy this year
  9. Altcoin narratives to keep your eye on in July: ETH ETF plays incl. $PEPE, $ENS, $PENDLE, $LDO, $TON, $NOT
  10. Don’t let short-term noise shake you out of one of the most obvious long-term setups in crypto history!

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