Adrian's DeFi Alpha #7: BTC Halving | Berachain | ionet | BTFD | New Buys

Definitely no financial advice, just insights based on my own journey in DeFi.

Hello there Friend,

Busy juggling work and navigating the twists and turns of the financial world? Lean on me to make sense of the complexities in DeFi and crypto. This week, we delve into how geopolitical events affect crypto markets and what historical patterns tell us about potential recoveries.

Here’s what you’ll gain from this edition:

• A snapshot of recent market dynamics.

• Tactical insights to navigate these turbulent times.

All wrapped up in a 5-minute read that cuts through the noise. Pure insights, zero fluff.

Let’s dive in!

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Key Developments & Market Update

Highlighting the pivotal market movements and their implications.

Bitcoin's Response to Geopolitical Tensions:

This week saw Bitcoin temporarily retract to $61k as tensions flared between Iran and Israel. Fortunately, the worst seems to have passed (so far). Historically, markets have rebounded relatively quickly after conflicts:

• S&P 500 and Bitcoin Post-Ukraine Invasion: Both recovered within days.

• Historical Wars and Market Rebounds: From Vietnam to the Crimea, the trend has often been to 'Buy the invasion.'

The resilience of markets in the face of war might seem counterintuitive, but historical data backs this pattern. If history repeats, Bitcoin could see a rebound in the coming days. Here’s a visual recap of how markets have historically reacted:

Types of Market Corrections:

It’s crucial to distinguish between bullish pullbacks and bearish downturns:

• Bullish Corrections: Temporary dips that offer buying opportunities in an ongoing uptrend.

• Bearish Corrections: Begin the gradual descent into bear market territory.

I am betting, with high confidence, that we’re not at the cycle's peak yet, seeing every dip as a buying opportunity.

Bitcoin Halving and Its Market Implications

With the Bitcoin halving less than 4 days away, it’s a pivotal time to strategize. Historical cycles suggest we are in the accumulation phase, with the hype likely kicking off post-halving. Here’s what the past cycles reveal about market peaks post-halving:

While history has been a reliable guide, remember that the current cycle could unfold differently, especially since we've already hit new all-time highs pre-halving. Nevertheless, if the pattern holds, we could see the next bull market peak anywhere between late 2024 and 2025.

Action Items:

• Hold on to your long-term investments.

• View any dips as opportunities to buy.

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Alpha Insights

Your blueprint for finding alpha in Crypto.

Alpha 1: Berachain

Berachain announced a $100M Series B round

Berachain is an EVM compatible Cosmos SDK chain that pioneers a novel Proof of Liquidity consensus and leverages a unique tri-token model. Strongly community-driven, Berachain is on a mission to create the deepest liquidity pools in DeFi. The ecosystem of applications on Berachain is already huge before mainnet launch and definitely worth exploring!

• Follow this Airdrop Route

• Berachain NFT Alpha

Alpha 2: ionet

Community Engagement and Airdrop Tiers:

Ionet is nurturing its community through interactive weekly AMAs held every Wednesday at 4.30 PM UTC+2, accessible via their Discord channel. Here’s how you can engage and potentially earn airdrop rewards:

• Tier 1 Airdrop: Simply submit your Solana wallet on their discord.

• Tier 2 Airdrop: Participate in the weekly AMAs and get the role from the discord channel.

• Tier 3 Airdrop: Contribute consistently to the community by creating content and engaging in discussions. Participate in contests!

Technical and Market Capacity:

Ionet has over 500,000 GPUs and 50,000 CPUs, with a combined value exceeding $3.5 billion. This immense capacity supports a total value locked (TVL) that's crucial for their DePi projects.

Key Events and Precautions:

• Token2049 Conference: Catch the ionet team live in Dubai, speaking on the main stage on April 18-19. This visibility could significantly impact their market presence.

• Token Generation Event (TGE): Scheduled for April 28th.

• Safety First: Remember, there’s no official airdrop yet. Always verify the authenticity of links before connecting your wallets, and make claims exclusively through the ionet website.

• Further Resources:

  • Check out my detailed ionet - DePin Guide on YouTube for more insights.

  • Follow my latest updates on ionet through my Twitter thread.

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Adrian's Premium Alpha:

Everything Adrian can’t share in the Public Newsletter: Portfolio Updates, Early Projects/Small Caps, Investment Theory

GM GM readers of Adrian’s Premium Alpha,

Holy Moly the world is going down with war raging around us: With most altcoins already down 30-40% from the highs, this puts us into a healthy consolidation as we go into the halving.