Thread by @JoeyKoh_

META-THREAD (Solana)

A running thread of all information, threads and content relating to the Solana ecosystem. It's a serious contender to other L1 blockchains & remains my highest-conviction (and largest) position in the crypto space. Hope it's useful👍

#Solana 🧵👇

2/

@SinoGlobalCap a VC company deeply focused on accelerating the blockchain revolution, wrote an in-depth thesis on why they are bullish on Solana (not investment advice).

I'd recommend ALL would-be investors to start with this.

https://twitter.com/SinoGlobalCap/status/1373662671057383424?s=20

3/

@SinoGlobalCap strikes again w another in-depth thesis on Serum (not investment advice). Serum ($SRM) is a DEX w an on-chain Central Limit Order Book (CLOB) to share liquidity w & across dApps on $SOL

Serum is an infrastructure play on Solana.

https://twitter.com/SinoGlobalCap/status/1412781148946587649

4/

@SBF_FTX's short thread explains how Raydium makes up the third pillar of the Solana ecosystem.

Solana = L1
Serum = Order matching of pooled liquidity via CLOB
Raydium = Principal DeFi app/ dApp launchpad on Solana providing liquidity to Serum

https://twitter.com/SBF_FTX/status/1363733206390857728

5/

Now that you've heard of these names, it's time for a comprehensive overview (by @TheTIEIO) on the Solana ecosystem (touches on SOL SRM RAY) & why it is a very strong contender for a truly scalable & decentralized ecosystem.

https://twitter.com/TheTIEIO/status/1396873335733202949?s=20

6/

Notably, Solana has raised capital from the great @a16z & other prominent VCs in the space. Not informative content, but it helps that funds are actively flowing into the ecosystem to support further dev in other blockchain use cases (gaming/NFTs)

theblockcrypto.com/post/107749/so…

7/

@Bitdealer_ interviews the co-founder of Solana @aeyakovenko in this podcast, discussing all things Solana & why framing $SOL as an ETH killer isn't meaningful (it would be like Windows vs Linux), amongst many other insightful things I've learnt.

https://twitter.com/TheTIEIO/status/1429907276043890690?s=20

8/

@davijlu's thread warns against potential scammers with mania gushing into the Solana NFT scene. *Always* check the addresses & be sure that what you buy comes from the actual mint authority.

One wrong move & there's no customer service for refunds

https://twitter.com/davijlu/status/1432379566257885184

9/

@AnthonyOhayon's thread dives into the state of NFTs on Solana, and why @SolariansNFT who were the first NFTs on the chain may still be worth owning even after all are minted (& deserves the premium it currently has) Hint: rev share👀!

https://twitter.com/AnthonyOhayon/status/1432401236792381447?s=20

10/

@ProjectSerum dives into one of the most eagerly anticipated project by the community: @staratlas!

Between graphics by Unreal Engine 5, decentralized economy built on Serum & metaverse on Solana, it can potentially revolutionize blockchain gaming.

https://twitter.com/ProjectSerum/status/1433416822418780164

11/

@SpaceGatsby_J muses on where valuations of NFTs come from, and while ETH was the OG of NFTs, the ability to appreciate projects beyond one's ecosystem (ETH in this case) may well pay considerable dividends in the future #Solana

https://twitter.com/SpaceGatsby_J/status/1433807546372874244

@SpaceGatsby_J 12/

@RaydiumProtocol comes up with the goods, this time branching out into NFTs by creating a new approach to NFT launches. No more front-running by using bots to do cache-hits on sites; now NFT ownership can be truly decentralized amongst its fans

https://twitter.com/RaydiumProtocol/status/1435612144691650560

13/

Interested to learn more about projects on @solana?

Check out podcast episodes with some of the protocol founders. Great to understand their value prop and where they are positioned in the #Solana ecosystem.

https://twitter.com/Bitdealer_/status/1433201306466926597?s=20

14/

@SinoGlobalCap's "book" on how to #Solana is a must read to gain a comprehensive knowledge of the ecosystem and the innovation that is taking place. You can't grasp the true potential of things until you fully understand what is taking place.

https://twitter.com/SinoGlobalCap/status/1435289867089498115

@SinoGlobalCap 15/

@ftx_us' short webinar with who's who in the #Solana ecosystem provides a really timely snapshot of what it has achieved so far, how it has gracefully navigated the complex problem of scalability, and the most exciting developments in Solana.

https://twitter.com/ftx_us/status/1436452741182734337