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Boop.Fun leading the way with a new launchpad on Solana.
Every Paper Bitcoin company needs a jpeg strategy and they need to pay their Strategic JPEG Advisor oodles of money.
My qualifications:
✅ Hit 200 discord server limit years ago
✅ Over half of the ordinals ecosystems "OG" type chats
✅ Ability to make it sound like I understand Bitcoin metaprotocols
✅ Plausible neutrality about most collections
✅ The first tweet about the sale of an ordinal
✅ Top notch Dune dashboard favorites list
✅ Passing ability to identify what degen things are happening by actually looking at the blockchain
✅ Sleeper 100x lifetime Solana degen PnL
25.7. klo 02.09
NFT treasury companies are coming
Whether we’re ready or not
GameSquare’s $5.15 million Punk acquisition is just the beginning
The math is simple: $8 million CryptoPunk sweep moved the floor 8 ETH overnight
Now imagine $50-100 million funds buying in
We've seen this playbook with Bitcoin treasuries like MicroStrategy, converting corporate cash to BTC to become a publicly traded crypto proxy
Now it's JPEGs getting the treasury treatment
The entire NFT market cap is still only the size of a single top 25 chain like Uniswap
The upside is clear
So are the concerns
Is the world ready?
Not really… but that's never stopped this space before
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