Aylo (alpha please) Profile picture
Feb 17 β€’ 16 tweets β€’ 7 min read
I've spent the last few months researching @TreasureDao & $MAGIC & am blown away by what is happening.

13 reasons why $MAGIC will be one of the best performers in 2022 πŸ§΅πŸ‘‡
1/ Decentralized Nintendo narrative

Just like Nintendo built the NES, @Treasure_DAO has built a framework for Web 3.0 games.
2/ The Team (talent, integrity, commitment)

β€’ Founder @jpatten__ is head of growth at Osmosis
β€’ Team gave away their IP (Free-to-mint NFTs)
β€’ Initial $MAGIC liquidity pool was entirely self-funded & by the core team
β€’ Team compensated in $MAGIC (1 year cliff, 2 years vest)
3/ Massive utility for $MAGIC token

β€’ $MAGIC is in game currency for all games
β€’ $MAGIC is needed to buy NFTs

More utility = More demand for $MAGIC = Numba go up
4/ @TroveByTreasure aims to compete with OpenSea

β€’ Treasure marketplace already doing crazy volume
β€’ Trove marketplace takes this to another level
β€’ Trove to learn from @jumpmanft's Amazon experience

Again, $MAGIC powers everything
5/ Supply shock conditions

β€’ 72% of circulating supply is staked in Bridgeworld

β€’ 50% of this is staked for 12 months
6/ Major exchanges starting to list

β€’ @okx (Second largest global exchange by volume) listed a few days ago

Only a matter of time until more CEX listings.
7/ $MAGIC NFTs gaining blue chip status

β€’ @SmolBrainsNFT - 2589 $MAGIC floor
β€’ Genesis Legions - 14250 $MAGIC floor
8/ Bridgeworld is the next big Play to Earn game

β€’ Flagship Treasure game
β€’ Think what Super Mario Bros did for the NES

The game is live and in its early stages.

Deep dive on Bridgeworld:

9/ Many more games to launch creating more demand for $MAGIC

Fun fact: ALL of the games were and will be FREE MINTS!
10/ $MAGIC is in price discovery

β€’ Broke it's ATH yesterday
β€’ Relative strength vs $ETH & $BTC

$MAGIC couldn't care less about Putin.
11/ @Treasure_DAO launching a dedicated Cosmos chain

β€’ All gaming transactions will take place there
β€’ Cheap transactions

And it's coming sooner than you think.
12/ Still undervalued vs Defi Kingdoms

This should be the minimum target.
13/ Cult like community

Enter the discord and you will understand.
I've come to the conclusion that no one has enough $MAGIC.
I wrote this in early Jan as an intro to the project.

You can join my community and subscribe to this newsletter for free (this is +EV)

alphapls.substack.com/p/treasure-dao

β€’ β€’ β€’

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More from @alpha_pls

Feb 16
How to earn over 100% APY on your $AVAX right now: Image
Liquid staking has launched on @BenqiFinance

Stake half (or less than half) of your $AVAX to receive $sAVAX Image
Deposit your $sAVAX and $AVAX into @traderjoe_xyz

This farm is 71% APY right now Image
Read 4 tweets
Feb 16
β€œYou are the average of the five people you spend the most time with.β€œ

Level up in crypto with this one tip: Image
Create/find a network of friends, or like minded people, who are genuinely interested in crypto.

Do the following:

β€’ Knowledge pool resources
β€’ Share alpha
β€’ Discuss wins
β€’ Discuss mistakes
β€’ Share memes (optional)
You will learn quicker

You will make more profit

You will have more fun
Read 4 tweets
Feb 15
Years of obsessive research in this space has taught me to be a better crypto investor.

Here is how I do fundamental analysis πŸ§΅πŸ‘‡
We've all been rugged or bought tokens at silly valuations.

The most celebrated investors in the world have come into this market and been rugged.

@mcuban is just like the rest of us.
You have to pay your dues in crypto.

But, hopefully this thread will help you to avoid those kind of losses in the future.

Improving your fundamental analysis is how you will beat the market over the long term.
Read 60 tweets
Feb 11
1/ What is the Lindy effect?

And do $BTC and $ETH have it?

A thread πŸ§΅πŸ‘‡
2/ The Lindy effect is a theorized phenomenon by which the future life expectancy of some non-perishable things, like a technology or an idea, is proportional to their current age.
3/ The Lindy effect proposes the longer something has existed the higher the chance it will continue to exist.

Every year that passes without extinction doubles the additional life expectancy. The robustness of something is proportional to its life.
Read 34 tweets
Feb 9
1/ $NEAR deep dive

- What is @NEARProtocol?
- What is $AURORA & how to bridge?
- Defi, NFTs & Gaming on @NEARProtocol
- Assorted CT chat
- TA

RTs appreciated!

A summary thread for those allergic to links πŸ§΅πŸ‘‡

alphapls.substack.com/p/why-near-pro…
2/ $NEAR is an L1, PoS blockchain.

Why build on Near?
3/ $NEAR allows developers to just deploy their app without thinking too much about how the infrastructure around it operates or scales, which is more like the modern clouds like Amazon AWS or GCP or Azure which drive almost all of today’s web applications.
Read 32 tweets
Feb 8
1/ Wells Fargo just released a report titled "Cryptocurrencies - Too early or too late?"

A few key points from the report πŸ§΅πŸ‘‡
2/ They believe cryptocurrencies are in the "early, but not too early" stage.

Cryptocurrencies evolved from virtually zero, so numbers are skewed.
3/ As an example, the internet was invented in 1983, yet by 1995, only 14% of Americans (and less than 1% of the world) were using it.
Read 15 tweets

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