5 Alpha Tweets - Crypto Cycles, The Future of NFTs & More

Edition 30

Welcome to the alpha please newsletter. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

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1. Crypto cycles

Qiao with some views about crypto cycles in the future.

Qiao Wang (👽, 👽) @QwQiao

Quick Saturday morning thought on crypto cycles:

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2. The EVM and the world computer

I’m sure you are all very familiar with Ethereum and how it works, but Haym’s visual thread is a great piece of work that everyone can learn something from.

Haym Salomon @SalomonCrypto

(1/17) Heard of The World Computer, but not sure how @ethereum possibly qualifies? You need to learn about virtual machines, the EVM and how Ethereum provides a common, trusted and secure computing environment. After this thread, you’ll never think of Ethereum the same again!

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3. The future of NFTs

NFTs have almost limitless application. Shivsak has put together this excellent thread exploring the real use cases.

shivsak @shivsakhuja

"The future of NFTs" A visual exploration of the REAL use cases of NFTs... 👇 🧵

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4. Cryptopunks and NFTs

Why would someone part with $3.31 million for a Cryptopunk? Nick explains his rationale.

Nick Tomaino @NTmoney

Recently bought Cryptopunk #4156 for $3.31M Here’s why:

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5. Coinbase Ventures’ Solana thesis

A breakdown of why Coinbase Ventures remain bullish on Solana.

JK - jonathanking.eth @jonathankingvc

Last week, @coinbase Ventures published our Q2 investment memo. One key theme: the @solana ecosystem continues to show impressive momentum and developer traction.👇🏾

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And that’s your alpha.

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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.

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