Tory Green Profile picture
COO of @ionet_official | VC + 3x tech COO | Author of Digital Nations | ex-@Stanford, @WestPoint_USMA, @Disney Corp. Strategy, @MerrillLynch M&A & @Oaktree PE
Alpha Summaries  Profile picture 1 subscribed
Aug 13, 2023 13 tweets 4 min read
Vitalik believes that L2s like @Arbitrum are critical to Ethereum’s survival.

But fewer than 1% of people truly understand why.

Here are 10 threads to help you master $ARB:

A 🧵of 🧵s Image @arbitrum 1/

Hot off the presses!

A new thread by @Flowslikeosmo comparing Arbitrum and Optimism
Aug 12, 2023 19 tweets 6 min read
Everyone thinks of @Filecoin as a storage network.

But most people don’t realize that it’s making a covert play to dominate a MUCH larger market (one with $100 TRILLION of opportunity)

Here’s everything you need to know to get ahead of the crowd:

👇

[A microthread ⚡ 🧵] Image 2/

On the surface, Filecoin is a decentralized marketplace for cloud storage

It allows developers to “rent” unused storage space from individual’s personal computers

This provides a promising alternative to a market that has historically been dominated by Big Tech Image
Aug 11, 2023 30 tweets 9 min read
How do you get rich in a gold rush?

Sell picks and shovels.

Over the last 9 months, I’ve made it my mission to find out who will sell “picks and shovels” in the next CRYPTO GOLD RUSH.

Here's the culmination of 500+ hours of research.

A shortlist for the next bull run:

👇

🧵 Image 2/

Levi Strauss made his fortune in the California Gold Rush of 1849

But instead of prospecting for gold, he built an empire selling blue jeans to miners

This inspired a style of investing known as “pick and shovel” investing: Image
Aug 8, 2023 46 tweets 14 min read
You don’t understand crypto.

And no matter how hard you try, you never will.

That’s because it wasn’t made for your tiny human brain.

It was made for the machines…

Here’s why:

👇

🧵 Image 2/

Many people think the blockchain space will someday be worth several trillion dollars.

I disagree.

I think it could be worth QUADRILLIONS.

I know this might sound crazy, but read to the end because the explanation is guaranteed to blow your mind:

🤯
Aug 4, 2023 8 tweets 3 min read
Confession: It took me a while to understand @chainlink.

It’s just an oracle network, right?

Not even close.

With CCIP, it’s evolved into so much more. But less than 1% of people understand why.

Here's 7 threads explaining why $LINK “2.0” could yield 100x returns:

🧵 of 🧵s Image 1️⃣

First, we MUST start with the OG thread on CCIP.

Written by @alpha_pls almost 2 years ago, it details the vision for the network:
Aug 2, 2023 46 tweets 14 min read
Every crypto bull run has its king

This time it might be @zkSync

Here's why:

👇

🧵 Image 2/

First off, retweet this thread to your friends who aren't familiar with zkSync👆

We'll cover:

• What is zkSync?

• What’s a zk rollup (and why is it important)?

• How zkSync works

• Why it’s been successful

• How it could catalyze the next bull run

Let's get to it:
Jul 31, 2023 45 tweets 13 min read
Account abstraction

So hot right now

Unfortunately, fewer than 1% of people understand how it works or why it’s important. I didn’t, so I spent 40 hours studying it

Here’s everything you need to know about Account Abstraction:

(in terms a 5-year-old can understand)

👇

🧵 Image 2/44

First off, bookmark this thread so you can find it in the future ☝️

We’ll cover:

• The problem with traditional wallets
• How account abstraction solves these problems
• How the technology works
• The ecosystem
• The long-term potential of the tech

Let’s dive in…
Jul 25, 2023 42 tweets 11 min read
Vitalik believes zkEVMs are the future of Ethereum

Many call them the “holy grail of scaling”

Unfortunately, 99% of people don’t understand how they work or why they’re so revolutionary

Here’s an explanation a 5 year old can understand

(and 5 zkEVM protocols to watch)

👇
🧵 Image 2/

First off, bookmark this thread for future reference👆

Below we will cover:

• What are rollups?

• The problem with rollups

• How zkEVMs solve that problem

• How they work

• The zkEVM ecosystem

• The long-term potential of the technology

Let’s get started…
Jul 14, 2023 11 tweets 3 min read
99% of people don’t understand @Chainlink

They think it’s an oracle network, but with Chainlink 2.0 it’s evolving into something much more

Here’s what everyone misses

(and why this could drive the price of $LINK to $1,000)

[A microthread ⚡ 🧵]

1/10 Image 2/10

Chainlink occupies an interesting position as the dominant “middleware” layer transferring data between blockchains and the real world

Since it’s already transferring data, it’s not a huge leap to perform computations on that data, store it or even transmit it Image
Jun 28, 2023 81 tweets 23 min read
The KING of L2s:

@arbitrum

Over the last 12 months, they’ve grown nearly 1,000%

So I spent 100 hours researching the protocol to see what makes it so unique

Here’s the secret to $ARB’s success

(and why it might be the key to unlocking the next bull market)

🧵

👇

(💙,🧡) Image 14/

🔶 Protocol Overview

@arbitrum is the largest rollup, commanding ~ 2/3rds market share.

From a user perspective, it functions similar to any Layer 1 and allows:

• Bridges

• DeFi

• Gaming

• Infra

• NFTs

Let’s take a look at each… Image
Apr 19, 2023 34 tweets 18 min read
The ENDGAME for NFTs and Web3:

The metaverse

Everyone's heard of it, but few understand this $30 Trillion opportunity

This thread will teach you everything you need to know about the #metaverse in 10 min or less

(and show you the top 15 projects to watch)

A mega-thread💥 🧵 2/32

This thread will cover the following:

✅ What is the metaverse?

✅ How big is the opportunity?

✅ The problem with the metaverse

✅ How blockchains solve this problem

✅ Key infrastructure providers and protocols to watch

Let’s dive in!
Apr 17, 2023 15 tweets 13 min read
Confession:

I didn’t understand the hype around @0xPolygon

But after joining #Web3 full-time, I noticed that EVERYONE is building on it

So I dug in to see what all the excitement is about

Here's 10 reasons everyone loves $MATIC

(including @mcuban)

A microthread⚡ 🧵

1/15 Image 2/

$MATIC is crushing it 🔥

Along with ETH, it's one of the few blockchains that appreciated over the past 180 days

(and it outperformed its nearest competitor by nearly 3x)

So why is the protocol outperforming? Image
Mar 31, 2023 16 tweets 5 min read
There might not be a ChatGPT-5

(for a while)

AI is getting more expensive to build, and we don’t have the computing power to keep up

Fortunately, a group of #web3 companies - $RNDR, $LPT, $AKT, $AR and $FIL – may have the solution

Here’s their secret

👇

🧵 Image 2/

🟢 Problem

AI is getting more expensive

Recent advances such as OpenAI’s GPT-3 required 3,640 petaflop days to train – over 500,000x longer than similar breakthroughs a decade ago

(OpenAI is mum on how long it took to train GPT-4) Image
Mar 24, 2023 59 tweets 22 min read
The secret I was too embarrassed to admit:

I worked in tech for a decade, but didn’t understand how the internet worked

So I took two 400-hour coding bootcamps to figure it out

Here’s the story of the internet, from Web 1.0 to #Web3

(in terms anyone can understand)

👇

🧵 Image 2/

First off, the internet and web aren’t the same thing.

The internet is the physical infrastructure of computers and cables that powers the world wide web – a digital collection of webpages and apps that lives on this network Image
Mar 22, 2023 47 tweets 32 min read
On November 2nd, 2018, the world of #crypto changed forever

@haydenzadams launched @uniswap, revolutionizing decentralized finance

I've spent 100+ hours researching $UNI, and learned it's much more than just a #DEX

Here’s everything you need to know about 🦄

👇

🧵 2/

#Uniswap is the largest decentralized crypto exchange (we’ll explain what this means below)

It has a marketcap of $4.5B and FDV of $5.9B, and is backed by the $UNI token, which trade at $5.88

During the bull market of 2021, the price exceeded $40
Mar 21, 2023 13 tweets 3 min read
4/

ChatGPT told me to explore:

1. Emerging narratives
2. Niche communities
3. GitHub
4. Early-stage investment platforms
5. Micro-influencers
6. Hackathons
7. Networking
8. On-chain tools
9. Trading tools
10. Wallet analysis

Here’s what it said about each… 5/

1️⃣ Emerging narratives

Keep an eye on nascent trends and niche sectors that haven't yet gained widespread attention.

Look for innovative solutions or approaches that have the potential to disrupt established industries.
Mar 21, 2023 34 tweets 22 min read
Can ChatGPT-4 find the next #crypto token to 100x?

To find out, I asked the system to study the the top 67 crypto twitter gigabrains, on-chain sleuths, degens and threadoors...

...and give me a strategy to find tokens with the potential to 100x

Here's its 10-point plan

👇

🧵 2/

I used a simple prompt

“Analyze the tweets of the below accounts and use them to create a 10-point strategy to find cryptocurrencies that have the potential to 100x. Look for commonalities among these accounts.”

And gave a list of 67 accounts (they’re at the end of this 🧵)
Mar 20, 2023 46 tweets 26 min read
Facebook, Instagram and TikTok will be dead in 10 years

Influencers are gaining power, and they’re tired of unequal economics and the constant threat of censorship

They’ll soon lead a “great migration” to decentralized platforms like @LensProtocol

Here’s why and how

👇

🧵 Image 2/45

#LensProtocol is a decentralized “social graph” that allows users to own their online relationships and content (we’ll explain what this means below)

It has not yet released a token, but over 100K lens #NFTs trade on OpenSea with an average floor price of $108
Mar 13, 2023 23 tweets 17 min read
On March 16th, 2020, the world of #crypto changed forever

@aeyakovenko and @rajgokal launched @solana, ushering in the era of high-performance blockchains

I've spent over 100 hours researching the protocol

Here’s why I think $SOL could become a core layer of #web3

👇

🧵 2/

Solana is one of the largest #Layer1 s by market cap, TVL in #DeFi and #NFT sales (we will explain all these concepts in a bit)

It has a MC of $7.0BM, FDV of $9.8B, and its $SOL coin trades at $18.19

In 2021, the coin price hit $260.06
Mar 11, 2023 25 tweets 8 min read
There’s a popular misconception in the #NFT space that OpenSea is no longer enforcing creator royalties

This is NOT TRUE

@opensea, @blur_io & @the_x2y2 all still FULLY enforce creator royalties

(if you know how to ask)

Here’s an explanation that a 5YO can understand

👇

🧵 Image 2/

This thread covers:

• Why royalties can’t be enforced on-chain

• How they’re actually enforced

• Why marketplaces cut royalties

• How OS attempted to save them

• Why people *think* OpenSea stopped paying royalties

• The current state of royalties

• What's next?
Mar 10, 2023 34 tweets 23 min read
Want to find the next $SOL or $MATIC?

Pay attention to a new breed of L1s known as "parallel processing” chains

Protocols like @Aptos_Network, @SeiNetwork and @SuiNetwork claim > 160K TPS and sub-second finality

Here are the 5 things you need to know to gain an edge

👇

🧵 2/

This thread will cover:

• What are the problems with existing L1s?

• How does parallel processing fix these problems?

• What new L1s are using this technology?

• What are the problems with parallel processing?

• What’s the long-term potential?