5 Alpha Tweets - The Next Wave of Crypto Adoption, Crypto Winter Prediction & More

Edition 26

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. Real-world company utility tokens

95% of tokens in crypto have no real purpose. So, is tokenisation a meme? Not at all. Tascha explains how traditional companies can benefit from utility tokens.

Tascha @TaschaLabs

Next wave of crypto adoption will come from utility tokens of real-world companies. Why & how:

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2. Crypto winter thoughts

Tom is a crypto veteran and has shared some valuable thoughts on what he thinks happens next.

Tom Loverro @tomloverro

Crypto winter is here ❄️. I was on the @coinbase board until 2021 and led its Series D for @IVP. I’ve lived crypto cycles since 2013. Here are my predictions on how and when this crypto winter will end, and how to emerge stronger. 🧵👇/1

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3. Gaming and web3

The narrative of blockchain based games rose to prominence this cycle, with gaming being touted as the vehicle to onboard millions of new users into crypto. Robbie, co-founder of Immutable, offers some thoughts on what problems need to be solved for web3 gaming to really take off.

Robbie Ferguson ⓧ - Hiring! @0xferg

Gaming is bigger than music, movies, and TV combined. It's compounding 10% year on year. The $100bn a year spent "renting" items is going to turn into a trillion dollar ownable economy. All of it will be built on web3.

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4. Web3 observations

Fintech Junkie has a long series of very interesting thoughts regarding web3. We can’t all just sit here drinking the Kool-Aid, we need to be critical of the things that are holding the industry back. It’s a fascinating long read, but well worth diving into all of his observations.

fintechjunkie.eth @fintechjunkie

I took the red pill 8 months ago and I’m no longer a skeptic that something is brewing in web3. But many of my observations have been critical and quite negative. It’s time to add one more observation to the list that’s at the heart of many of the problems in the space. 🧵👇

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5. EVM 101

Most people have heard of the EVM, but actually don’t have the faintest clue how it works. Benjamin has put together a great thread to explain it for you.

Benjamin @0xfunk

1/ Understanding the EVM – Simplified You’ve probably heard of the Ethereum Virtual Machine (EVM), but if you’re like me find it more than slightly intimidating. Below is my attempt at a basic guide to what it is and how it works:

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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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