👀 3 things you can't miss this week

GM everyone. This is 2036. We scroll for gems all day so you don’t have to.

SOL is getting interesting, Bitcoin NFTs are taking off, and private investors are getting another great deal.

Here’s a run-down of the actionable things I’m paying attention to this week 🍲…

Let’s dig in.

1/ Solana is getting hammered 🩸

Last week, I wrote that all eyes have moved to ETH.

It’s got:

• A possible ETF in May

• An upgrade in March

• A technical bottom relative to BTC

This means that SOL is currently out of favor.

And the time to buy is when there’s blood in the streets - even if it’s your own.

The thesis for Solana hasn’t changed.

Solana’s the perfect chain for individual investors who want to gamble on memecoins and NFTs. It's cheap, fast, and the home of viral memecoins and influencers.

It’s the ultimate consumer chain.

SOL could go lower, but it is getting more attractive by the day.

The easiest way to get exposure is to buy SOL - and maybe stake it on Jito for a 7.5% annual yield.

But if you want to go further out on the risk curve, you could look at:

• $WIF and $BONK for established memecoins with strong cults

• Tensorians for underpriced and MadLads for established NFTs

• $WEN (memecoin) and Claynosaurz (NFT collection) as riskier upcoming projects.

Invest and fade at your own peril.

2/ Bitcoin NFTs are off to the races 🖼️

Speaking of NFTs, we know we're getting further in the bull market because NFTs are taking off.

This time, it's Bitcoin NFTs.

I first wrote about Bitcoin NFTs 9 months ago. And it looks like there are some winners emerging now.

Over the weekend, the NodeMonkes collection took off. Their floor price doubled to ∼$20,000 a piece.

Puppets (∼$8,300) are also picking up steam.

Bitcoin is the original chain and could be home to an explosion in defi and NFTs if those sitting on Bitcoin finally decide to flex their new wealth with on-chain art.

Will keep an eye out 👀

3/ Our latest seed-round investment is closing today 🎮

At 2036: Private Investor, we completed our biggest raise yet last week.

The pace of deals has picked up because we’re entering the goldilocks period: the bull market has started, but valuations are still low enough to warrant excellent returns.

At some point, this will no longer be the case, and we will probably stop doing deals for a while.

Until then, we can make the most of this moment.

This week, we’re investing in the pre-seed round of a crypto game:

• built by an experienced team

• with great graphics

• that’s sold over $4M worth of NFTs

• incubated by Seedify

• listing their token in just two months

• at a super attractive valuation ($6M)

Farcana reached a $1 billion valuation at launch, 25X higher than the valuation at which we invested - $40M.

Here, we are getting a valuation almost 7 times cheaper.

The deal is closing tonight. To participate, join 2036: Private Investor (it’s free).

1/ Why Solana will prevail despite Ether ETFs

2/ Gaming tokens are surging

3/ ETH prices driven by Dencun upgrade

DISCLAIMER: None of this is financial 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. Please be careful and do your own research.