5 Alpha Tweets - Treasure Dao, Take the Pokt Pill & More

Edition 1

This is my new newsletter for 2022. I curate five alpha tweets every Friday; that’s it, that’s the newsletter.

This will be in addition to the weekly longer form alpha curation around certain topics/projects.

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1. Treasure Dao

Treasure Dao is one of the most innovative projects you may not have heard of.

Sun Beach Love 🪄 🌳 @ShunMatthew

A deep dive on why TreasureDAO will be the endgame of 2022. Unifying all isolated NFTs, disparate universe under its wing. Transforming GameFi into a trust-deepening and cooperative economy medium.com/@matthewfoys/t… 1/25 📜 🧵👇

medium.comTreasureDAO is the greatest project you’ve never heard ofThe thought leadership and fervent commitment from John and the core team are what inspired me to get up and write this article. Thank you for gifting us this wonderful project. Today when we look at…

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2. You will be forced to take your $POKT pill

Lex Moskovski 🐙 @mskvsk

@POKTnetwork is a crucial piece of Web3 infrastructure, finally starting to get a glimpse of recognition it deserves. We have spent a couple of months crunching its blockchain and this thread is a tl;dr of the tens of gigabytes of data. $POKT 🧵 [1/19]

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3. The power will return to the true believers

Zhu Su 🔺 @zhusu

This capitulation + transfer of risk back to the market was very important for crypto. I expect much lower spx/crypto correlations going forward. It's not a coincidence that the coiners macro boomers own the least of are holding up the best now (near, atom, ftm)

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4. Chainlink had a phenomenal 2021, but you wouldn’t blv it

TheLinkMarine 2.0 🥩 🌉 @TheLinkMarine1

2021 was COLOSSAL for #Chainlink. They smashed 1000 integrations 🏆and in December alone, added a record-breaking 100 projects to the ecosystem! 🥳 Chainlink integrations EOY = 1092 There are ZERO brakes on the #4IR train #PoweredByChainlink 🧵👇 chainlinktoday.com/december-2021-…

chainlinktoday.comDecember 2021 Recap: Chainlink Ecosystem Adds 100 Integrations, AccuWeather Launches Chainlink NodeWelcome to 2022. 2021 was a monumental year for Chainlink, with the release of the Chainlink 2.0 whitepaper, new decentralized services like Chainlink Keepers and Cross-Chain Interoperability Protocol (CCIP), and the addition of novel Chainlink nodes operated by leading enterprises – including Deuts…

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5. Something about options being big in 2022. Probably nothing.

Token Terminal @tokenterminal

|￣￣￣￣￣￣￣￣￣￣￣| Monthly protocol revenue on @ribbonfinance grew from $53.2k in Oct '21 to $398.6k in Dec '21 |＿＿＿＿＿＿＿＿＿＿＿| (\__/) || (•ㅅ•) || / 　 づ

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And that’s your alpha.