
Investing in crypto products @1confirmation cofounder @palmtreecrypto
Miami Beach, FL
Joined November 2018
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It's live.
Card Collectibles product focused on the players and competitive prices
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Find PSA 10s of the players you love for less than eBay.
Buy any amount, redeem whole cards, and set price alerts to get your price.
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People collect cards to get upside in players they like. If the player performs well or gets closer to GOAT status, the collector wins.
The vending machines don't do that. Most users take the buyback and keep playing the slot machine.
Kudos to @opensea on creating an onchain trading card marketplace. Great idea: no physical logistics, no huge seller fees.
But to get distribution, the cards need to take advantage of the logistical savings and be priced under eBay.
And the vending machine onchain cards being surfaced are inflated, because a higher price times 7x turnover of the same card equals more revenue for them.
We need onchain card collectible products focused on the players and on competitive prices.
Just needed the stock pairing GTM
permissionless token pairing is an interesting concept
the token pairing on virtuals was definitely impactful on creating value for the virtuals token and ecosystem. and inspired the zora double token pairing of platform <-> creator <-> content, which i think the extra pair magnified the effect
why hasnt pump or zora opened access to people being able to release memecoins or content coins and pairing to an existing token? if someone creates a valuable child token it would bring value back to the parent paired
Cultural Collectibles are a new asset class that crypto natives can get behind and be the main proponent of.
Its the promise we've always wanted of being able to get upside in people early - creators, entrepreneurs, celebs, etc.
Creator RWAs.
Im bullish on agentic trading because as a user, I want to be able to express my opinions into sophisticated strategies more easily.
Take a strong belief you have and let agents identify the correlated markets, and build a long leaning continuous vault you can put money into.
Tokenized stock pairs are a great GTM for a great innovation: token pairing.
pairing/nesting tokens that gain popularity do accrue liquidity and value to the root token, the tokenized stock in this case. and credit to @longdotxyz for leaning into this
we saw it with @zora when they paired network token to creator coin to content coin. there was a real value effect when the sub tokens performed well
no one was pointing out that the supply of the root tokens were getting "locked up" or owned in the liquidity pool (big part of the BONER narrative rn). thats sorta a new realization from token pairs on RWAs
just because something is paired doesn't mean the sub token is actually backed. having higher liquidity requirements could help because liquidity helps people being able to sell into the pool, having a sort of backing effect (another thing Long did well). But in most cases the sub token can go to zero even if the root token performs well
Its sorta like how people used to say NFTs are paired to ETH so NFTs are like long levered ETH. Right, but NFTs could just go down and ETH can still do well. extreme example because liquidity is worse, but applies to erc20s too. or memecoins paired to SOL
Ultimately these are memecoins that may or may not do well. if they do well they are leverage on the tokenized stock, but if they dont then theyre not backed by it other than maybe having some good liquidity.
Which is better fundamentals than other memecoins, so id say big step in a great direction.
But I think we could do even better. Have a memecoin that is actually leverage on a stock and actually backed by the stock. the meme itself could lose attention but worst case scenario it is direct exposure to the stock or underlying RWA
personally Id love to see this innovation on the sub token actually being backed. something as simple as actually depositing the stock tokens or any RWA asset to back the tokens, and then having a branded memecoin. Or maybe a leveraged perp branded as a memecoin that can trade on its own. Im not really sure whats possible here but id love to see it tried
THE LORE OF THE VITALIK 3D LENTICULAR
Created in 2019, this stereoscopic 3D lenticular of Vitalik Buterin, co-founder of Ethereum, marks the genesis release “rookie card” of my physical lenticular Decentral Eyes series. This 4” x 5” is a signed and numbered edition of 50.

















