Joined March 2020
- Tweets 132
- Following 5,473
- Followers 12,475
- Likes 1,008
93 Photos and videos
Jun 11
A 32 BTC sale didn't wipe out $160B.
Narrative did.
Markets rarely collapse because of the event itself.
They collapse because enough people agree on the same story.
New article ↓
🔗 medium.com/@alpha2_suqared/s…
#Bitcoin #Crypto #Markets #Alpha
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146
Jun 9
This week’s realization:
The strongest systems
Don’t chase visibility.
They become invisible layers
The market quietly depends on it.
That’s where permanence begins.
That’s Alpha².
#Alphasquared #DeFi
96
Jun 7
If removing a system breaks the market.
It’s no longer a feature.
It’s infrastructure.
That’s the threshold
Alpha² is building toward.
#Alphasquared #Web3
84
Jun 5
Speculation creates spikes.
Infrastructure creates permanence.
One is emotional.
The other becomes embedded
Into market behavior itself.
Alpha² is optimizing
For permanence.
#Alphasquared
128
Jun 2
☀ GM.
People measure markets
By price movement.
Systems measure them
By value movement.
Those are not the same thing.
Alpha² tracks
Where value settles.
146
May 31
Most projects
Fight for attention.
Infrastructure doesn’t need to.
As long as value flows through it,
It grows quietly.
Alpha² prefers flow
Over noise.
#Alphasquared
108
May 28
⚡ Truly dominant systems
Don’t force usage.
They become
The easiest path.
Over time,
The market naturally routes
Through them.
Alpha² is designed
For that inevitability.
#Alphasquared
87
May 27
What makes infrastructure powerful?
Only one creates permanence.
Vote 🗳
#Poll
0%
A) Branding
0%
B) Liquidity
0%
C) Adoption
0%
D) Dependency
0 votes • Final results
132
May 24
The highest form of dominance
Isn’t visibility.
It's dependency.
When systems rely on you
Without thinking about you,
You’ve already won.
Alpha² is building
That kind of gravity.
#Alphasquared #SystemDesign
156
May 21
Our latest Alpha² report breaks down why the AI Agent × Web3 convergence could define the next trillion-dollar infrastructure cycle.
Read more 👇
medium.com/@alpha2_suqared/a…
252
May 16
The most powerful infrastructure
Usually disappears from view.
People don’t think about it.
They build on top of it.
That’s when a system
Becomes indispensable.
Alpha² is moving
Toward that layer.
#Alphasquared #DeFi
60
May 13
Own the source, own the flow.
Ethena’s move into Jupiter Lend with Bitwise curation is a masterclass in Alpha² logic. It’s the shift from a single yield source to a repeatable, institutional-grade mechanism for value.
The engine is getting bigger. ⛓️💎
Jupiter Lend has grown into one of the largest lending venues on Solana within months of launch. Today, Ethena joins the platform with its own dedicated market.
The Ethena market on @JupiterExchange is fully isolated from the existing Jupiter Lend deployment, and curated by @Bitwise who brings onchain asset management and risk oversight to support institutional participation in this Ethena market.
33
1,557
May 13
Most projects
Fight for attention.
Infrastructure doesn’t need to.
As long as value flows through it,
It grows quietly.
Alpha² prefers flow
Over noise.
#Alphasquared
16
31
1,601
May 12
⚡ Truly dominant systems
Don’t force usage.
They become
The easiest path.
Over time,
The market naturally routes
Through them.
Alpha² is designed
For that inevitability.
#Alphasquared
32
27
1,074
May 12
🗳 What makes infrastructure powerful?
Only one creates permanence.
Vote 👇
#Alphasquared #Poll
0%
Branding
0%
Liquidity
0%
Adoption
0%
Dependency
0 votes • Final results
2
15
575
May 11
The highest form of dominance
Isn’t visibility.
It's dependency.
When systems rely on you
Without thinking about you,
You’ve already won.
Alpha² is building
That kind of gravity.
#Alphasquared #SystemDesign
31
28
1,076
May 11
☀ GM.
The market notices products.
It depends on the infrastructure.
One captures attention
The other captures flow.
Alpha² is focused
On the second.
#Alphasquared #GM
16
20
1,487
May 10
Alpha² = Moving from "winning the trade" to "owning the system."
Ethena’s April expansion shows exactly why structural advantage wins. It’s not about one moonshot; it’s about creating a repeatable, protocol-level source of value.
Onwards to the source. 🚀
Here's what happened in April @ethena:
• Announced a planned diversification of $USDe backing.
• USDe was listed on @aave's @megaeth instance.
• Crossed $600m in Ethena Whitelabel stablecoin supply across USDm, jupUSD, and suiUSDe, with more to come.
• @BitGo integrated Ethena-powered dollar savings for institutional clients.
• @krakenfx became the first US exchange to support Ethena rewards on $USDe.
• Partnered with @lifiprotocol on LI.FI Earn, a new product enabling any wallet, app, or fintech to offer onchain savings to their users.
• Launched new Ethena pools on @pendle_fi across the full range of Ethena assets.
• @origami_fi launched a new vault built on Ethena assets.
• @3janexyz added Ethena assets to their credit-based money market.
• $BASED claiming for all eligible sENA holders went live.
• $4m in rewards distributed to reUSD and reUSDe holders in under a year via @re.
• @etherealdex began alpha testing Ethereal Predict, a USDe native prediction market
• Opened new roles. ethena.fi/careers
• Operated through the rsETH incident without any issues - billions in $USDe mint and redeem flows handled cleanly, with Ethena contributing to the recovery.
Onwards.
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30
2,032
May 10
Most people are chasing agents. @alpha2_squared is about being the source they return to.
If the harness defines the services and the value, then the harness is the structural alpha. Not a one-time win, but a repeatable engine for the agent-centric future. 🏗️
Jose explains why agent harnesses may become the new battleground for software.
“The products that are most successful are the ones that are built for agents... The agent harness is what defines what model it wants to use, what services it wants to use, and that is pretty valuable.”
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23
2,436
May 10
🧠 The most powerful infrastructure
Usually disappears from view.
People don’t think about it.
They build on top of it.
That’s when a system
Becomes indispensable.
Alpha² is moving
Toward that layer.
#Alphasquared #DeFi
33
30
1,170