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.
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.com
TreasureDAO is the greatest project you’ve never heard of
5:22 AM · Jan 7, 2022
53 Reposts · 157 Likes
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]
2:20 PM · Jan 5, 2022
224 Reposts · 697 Likes
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)
5:16 AM · Jan 7, 2022
39 Reposts · 722 Likes
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.com
December 2021 Recap: Chainlink Ecosystem Adds 100 Integrations, AccuWeather Launches Chainlink Node
12:02 AM · Jan 4, 2022
163 Reposts · 715 Likes
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
9:55 PM · Jan 6, 2022
9 Reposts · 68 Likes
And that’s your alpha.