Can things go crazy, even crazier than 2021? I asked @Rahim_mahtab during 'NFTs'🎙️.

The disrespect to Azuki during this NFT pump is insane. But as always, remember, degens aren’t equity analysts. 😂 Most of them don’t have the knowledge to understand things until it’s painfully obvious. And frankly, that’s your advantage. 👉 Same thing happened with Pudgy and Luca. You probably have the memory of a goldfish, but when Pudgy Penguins started leading the way in brand expansion and revenue streams, most degens were still whining royalties and airdrops, actually fading Pudgy NFTs. 🐑The sheep kept repeating: "But hOw dOes tHis bEnEfiT hOldErs?" "YOu’re cHeApEniNg tHe bRaNd by doing this or that." So why Azuki? Because just like Pudgy innovated the model for brand proliferation, Azuki is innovating in the anime space. Remember, Azuki has already innovated. They’re a tech company first, anime second. Their North Star is one of the most unique in a space where most NFT brands are just copying Pudgy’s playbook with a different IP character. Not just another NFT project. There’s only one Garden, and only one Zagabond. Azuki bad⛩️

I disagree. Nobody is ready for what’s coming. Not even Mr @waleswoosh. In this cycle, a handful of collections will emerge as status symbols for the tech-finance elite, and that’s when things will go crazy. The THESIS

If you think 𝕏 Spaces are filled with people who have nothing to say, or Mario’s bots, boring AMAs, and scammers, that’s only because you’ve never been to NFTs 🎙️. Grateful for all the founders and smart minds who take the time to join the conversation, and for everyone patient enough to listen. NFT Renaissance🎭

ETH/BTC higher🎯

Build on Ethereum if you’re in it for the long term. Go anywhere else if you want to slow rug, people will forget and no one will hold you accountable. 🧠

eth bros, we deserve this

Why new collections are struggling? Lack of innovation and funds. Most collections minted in the last 2–3 years have been reinterpretations of familiar ideas, just with less capital behind them. Naturally, the NFT crowd stuck with the OGs. That’s exactly why I haven’t launched an NFT collection myself. Even though I love cultivating communities, the space is too small for another copycat. I had several ideas (@nezuron_ knows all of them 😭), but none felt realistic, the infrastructure just isn’t there to involve retail meaningfully at this stage. My thesis stands: top collections have consolidated to fulfill their destiny of being the status symbol of the tech-finance elite, and this cycle will prove it. Wen retail? 2029. But they’ll be priced out at that point, they won’t be coming for the OG pieces but they will buy the latest high supply releases, just like they’re used to in web2 collecting.

GM 🌙 🐈 🐈‍⬛

BIRB SUMMER🦉 The secret behind Moonbirds’ 2.7 ETH comeback? @spencer spilled it on stage at 'NFTs'🎙️.