1confirmation247

skin in the game or stfu 🤫

[Nick Tomaino @NTmoney]

Polymarket is the first crypto native company that is uncorrelated with crypto prices

Volume and revenue growth is accelerating regardless of what the total market cap of crypto is doing

Took some time to get going but the U.S. app is now firing and long way to go but onchain growth is strong too 🚀

[Grail.xyz @GrailCo]

Stockcoins provide global distribution to public companies just like stablecoins provide global distribution to fiat currencies

Public company CEOs fighting the trend will not age well

[Nick Tomaino @NTmoney]

Signed Jensen Huang GPUs paired with NVDA

The evolution of onchain RWAs

[Nick Tomaino @NTmoney]

When you’re explaining you’re losing

Building anything worthwhile requires grinding for many years alone when the world doesn’t believe followed by years with believers masked as haters

Too many words is loser energy. Self awareness is key

[Grail.xyz @GrailCo]

gVLAD launch packs going live today

What are launch packs?

- Collect NFTs backed by gtokens backed by real world collectibles

- Designed by @coldie

- Exclusively available to our most loyal supporters

[Grail.xyz @GrailCo]

$15M in Grail tokenized collectibles volume in September, new ATH

[Grail.xyz @GrailCo]

gELON paired with SPCXc is now live 🟦

gELON: backed by Elon collectibles, current mkt cap $240K

SPCXc: backed by SPCX shares, current TVL $1.53M

[Nate @Natan_benish]

Exciting to see @GrailCo gaining momentum.

Been following since the beginning. It’s refreshing to see @1confirmation take a venture studio approach and execute in house, especially with all the current discourse around why crypto VCs stopped pursuing unique ideas.

It’s time to stop gatekeeping it :)

I want to write a deeper piece, but for now a few observations:

1. Collector insight/edge comes from true passion!

Grail is tokenizing trading cards, mostly sports.

The market for tokenized cards and digital packs is already crowded, but collectibles are not just a distribution problem. Value is driven by passion, taste, and collector pulse and platforms should act like good curators.

You need to know what people actually care about before the market fully prices it.

A good example is gWemby, the fractional token for Wemby cards.

Wemby is one of the hottest players in the NBA right now. The 1confirmation team had the insight and right timing to acquire Wemby cards and list the asset around 20 days ago.

Since then, the physical Wemby card market has moved up 20- 30% and gWemby is backed by 50 of them.

2. Fractionalized cards are the killer feature

- The EV on Grail packs is the highest I’ve seen in the market.

I’ve personally ripped a few dozen packs and saw 20 to 50% markups.

The fractional element is what makes this interesting. You can scale digital packs faster, with lower stock turnover, while market activity around the fractions helps to fund higher EV.

That is very different from my experience on other platforms, where you spend a few hundred dollars and end up down 20 to 30%.

- Better price discovery for blue chip cards

Fractionalized cards make even more sense for high end blue chips.

Cards that trade for hundreds of thousands or millions are usually extremely scarce, which means fewer market signals. But a lot of people still want exposure.

@altxyzofficial, Grail’s vaulting partner, recently acquired a Kobe card for $3.15M.

That is exactly the type of asset that can only have real 24/7 live pricing through onchain fractionals.

$gMJ feels closer to that endgame. I also think limited drops, rare photo matched can benefit from it even on non huge valuation.

3. Collectibles x PM angle

With Wemby, and sports cards more generally, real world events and cultural relevance directly impact the market.

Player performance, playoff moments, injuries, narratives, nostalgia, taste. All of it matters.

Anchoring onchain assets to external reality is one of the most exciting parts here(Different from pure RWA approach where price discovery is mostly taking place off chain)

Grail recently gamified this by offering to double gWemby for holders if the Spurs won the game.

Collectibles are a phenomenal vehicle for this kind of prediction market hybrid. They already behaves like prediction markets with fandom attached.

Would recommend paying close attention.

[Nick Tomaino @NTmoney]

Give credit when credit is due:

- Gets the trenches from user pov
- Embraces trenchers
- Embraces Ethereum
- Catalyzes the biggest crypto breakthrough since prediction markets

gg 🫡

[1confirmation247 @1conf247]

RT @NTmoney: The boomers who used to be addicted to corporate media narratives are now all addicted to AI slop

Once you see this you see A…

[Nick Tomaino @NTmoney]

2025: only onchain, no US app

2026: US app #1, still dominant onchain

[Nick Tomaino @NTmoney]

Crypto natives universally respect Coinbase. No company has done more to bring crypto mainstream for going on 15 years.

The issue is Coinbase is the ultimate scapegoat. People not filthy rich like they hope need to blame someone.

Far from perfect though. Brian is a true believer but not a trader so they’ve fumbled all recent trading products. If crypto natives become apathetic, that’s the time to get really concerned as a shareholder or Base builder.

[1confirmation @1confirmation]

https://t.co/4VCJXk1KbP

[Nick Tomaino @NTmoney]

Polymarket is an open market for anyone to contribute their worldview with skin in the game. The output is better information and more truth.

Casinos are extractive monopolies that set the odds, take an insane vig and ban winners.

Look the same on surface. Built different.

[Nick Tomaino @NTmoney]

The ETH Thesis

- Credibly neutral store of value is the only $100T+ opportunity on the planet. At just $300B mkt cap, that’s 333x upside

- The only 2 coins competing for credibly neutral store of value are ETH and BTC. Everything else is a company coin (insiders pumping their bags, tied to a jurisdiction, heavily reliant on biz dev and top down marketing)

- Ethereum is the most socially scalable ecosystem in crypto. Serious builders do not want to build an app on your L1, they want more control and better economics. The Robinhood Chain L2 proves this, growing the network effect of EVM and distributing ETH. ETH OGs are now coming out of the woodwork to use Robinhood Chain too, further strengthening the network effect

If you don’t believe me or don’t get it, I don’t have time to convince you sorry

[Grail.xyz @GrailCo]

Believe in something

[Nick Tomaino @NTmoney]

Vitalik rookie card will age well

[Grail.xyz @GrailCo]

To win you must believe in something early, will it into existence and have diamond hands

Heres our belief:

- Real world collectibles onchain is inevitable. Collectibles for durable long term value, tokens for global access and liquidity

- Build a product and community organically. No paid KOLs or legitimacy grifting from big VCs or media. What you see is what you get

- Betting on people is one of the best things in life

[Grail.xyz @GrailCo]

Speed needed one confirmation