Read on Twitter
1/ Real talk by someone who owns lots of @nbatopshot moments and no horsies is that the current platform is boring as compared to what I'm seeing on @zed_run.
10 weeks ago hearing Ivica Zubac was a certified baller was enough to send prices soaring. We need long-term utility.
10 weeks ago hearing Ivica Zubac was a certified baller was enough to send prices soaring. We need long-term utility.
2/ "They haven't even started marketing yet" is a fair point, but it doesn't solve the issue of utility and value.
Influencer marketing was enough before ZED, but influencers are increasingly spending tweeting on ZED.
I think @rohamg and team will ultimately execute here.
Influencer marketing was enough before ZED, but influencers are increasingly spending tweeting on ZED.
I think @rohamg and team will ultimately execute here.
3/ Shout out to everyone in the community providing content right now like @TheFirstMint, @OwnTheMomentNFT, @PlungeFather, @BlockchainSteve and many others. Also to those who are gifting out moments to engaged users. I enjoy all of it.
4/ Super difficult market to navigate right now. I think most people are selling off waiting on the next big announcement, and that honestly might be the play... Wait until a big announcement and then spam-buy as much as you can.
5/ This is going to continue to be a boom and bust market. I don't think February will be the last of the big bull runs TS has.
Anything having a TS Debut badge will be less volatile than moments not having one. It is the only type of moment that can't be diluted.
Anything having a TS Debut badge will be less volatile than moments not having one. It is the only type of moment that can't be diluted.
6/ My thesis is:
(a) NBA Licensed
(2) Financial Backing from people in the know
(b) Utility Pending - I believe
(c) Virtually no more TS Debut moments coming except for rookies and RIBs
(a) NBA Licensed
(2) Financial Backing from people in the know
(b) Utility Pending - I believe
(c) Virtually no more TS Debut moments coming except for rookies and RIBs
7/ Anything without a TS Debut badge, even a Giannis RIB to a certain extent, carries a high risk of dilution and if moments are released into the market faster than new money, you're in trouble.
Durant 7,500 is (I think) 90% off of its all-time high.
Durant 7,500 is (I think) 90% off of its all-time high.
8/ tweets in and I'm not sure where I'm going with this. There's a lot of "TS is great" and "TS is the worst" sentiment out there. I guess just wanted to provide a candid take on my perception of the market.
9/ To really put it into perspective, Topps released like a million or so cards into the market yesterday and I think most of them are selling for less than $1.
