John (재우)

Serial Engineer. built @cardminthq, prev @chainlink @riotgames @amazon @a16z port. Collector, 8x Ironman Triathlete, Sports Guy

Tweets are mine, DMs are open

[John (재우) @WhatDrivesJohn]

About Me:

🔧prev engineering lead at Chainlink, Riot Games, a16z portco, Amazon

📌Located in SF

❤️Coffee, wine, game theory, tech, sports

💪Cracked levels:
- triple degree from Cal Poly SLO (comp eng, math, psychology)
- 8x Ironman Triathlete
- Guild leader for a top raiding guild in WoW at the age of 9
- WSET 2 Wine Somm.

LinkedIn: https://t.co/iXPhz3gHhe

Looking for cool people to build/invest with

Reach out to me :) Would love to chat/grab coffee in the city

[John (재우) @WhatDrivesJohn]

collectibles <> price discovery

[PokeHEX @PokeHEX5555]

OH....MY....GOD

[John (재우) @WhatDrivesJohn]

@spenceryang @NotionHQ Really neat - just did this

Check out https://t.co/oFOh6VqUM3

[John (재우) @WhatDrivesJohn]

@InLuvWScience Lfg

[John (재우) @WhatDrivesJohn]

@geoffreywoo Amen now take my pitch geoff senpai

[John (재우) @WhatDrivesJohn]

Imagine wiping ur butt with this

[John (재우) @WhatDrivesJohn]

Lock in

[John (재우) @WhatDrivesJohn]

its funny that having higher repacks after the $500 range was considered "innovation"

then gme said hold my beer and launched a $5K pack

[John (재우) @WhatDrivesJohn]

I love socal

[John (재우) @WhatDrivesJohn]

Pickups

[John (재우) @WhatDrivesJohn]

🏎️🏎️🏎️

[John (재우) @WhatDrivesJohn]

@Kurogod Smaller companies are going to get swallowed up

[John (재우) @WhatDrivesJohn]

@geoffreywoo Speed is everything

[John (재우) @WhatDrivesJohn]

@sjdedic @Collector_Crypt @Courtyard_io @Beezie They dont need to launch on chain

They already have x m subscribers and will most likely subsidize early purchasing of their packs

[John (재우) @WhatDrivesJohn]

48 hr fast on black coffee and @ketone

Feeling like I can fly @geoffreywoo @Antifund

[John (재우) @WhatDrivesJohn]

@Antifund dmd

[John (재우) @WhatDrivesJohn]

@saintniko if you think gacha companies are buying back a lot, wait till you hear about family offices and private equity thats buying more than them

[John (재우) @WhatDrivesJohn]

@geoffreywoo Traditional career paths are over

[John (재우) @WhatDrivesJohn]

CC @spinotron

[John (재우) @WhatDrivesJohn]

people are sleeping on panini. great take @derekcsnook

[Derek Snook @derekcsnook]

Digital collectibles, companies, and brands @dapperlabs @CandyDigital @PaniniAmerica @NBATopShot @NFLALLDAY @NHLBreakaway are missing massive money right now—and it’s hiding in plain sight.

Listen on 1.5 - 2x.

Retail figured this out decades ago:

60–80% of purchases at big box and grocery stores are unplanned

Amazon drives ~35% of revenue from recommendations (and the data of what buyers like and want is something that digital platforms really have an advantage over physical with).

But digital collectibles platforms still split everything up.

That’s like going to a store for a baseball glove…
then getting back in your car to drive 5 miles to the other side of town to buy a basketball.

It kills:

- impulse buying
- cross-selling
- collector momentum

Meanwhile Panini has:

👉 one login
👉 multiple sports
👉 constant cross-buying

Come for Messi → leave with LeBron. That success is reflected in their collector base and floor prices.

And we’re not even using the data yet:

- recommend what collectors actually like
suggest trades
- use data to help collectors complete sets

That’s another 30–50% upside on top.

Now combine that with:

- finite supply
- competitive collectors
- dopamine-driven buying

…and you don’t get incremental growth.

You get parabolic markets.

The Ohtani rookies are a great example. I bought 8 between $100 and $200 because I viewed @CandyDigital as a suppressed market above. The owner of the 17/ had bought it for $500 and his friend bought 8 more. That means there are 17 of the 24 not in packs locked up, and the floor is now $900. And that's in a down market for Candy before self custody or anything of the things above happen. Considering that Ohtani's physical /25 /50 rookies regularly go for $500k +- and there's a whole lot more of them overall, I'd say that these digital ones have a long ways to run.

We don’t need more assets.

We need:

👉 one marketplace w/ less friction for ease of use to increase buying among existing collectors and make it easy for new collectors
👉 better use of data to make buyer/seller recommendations

That’s when prices REALLY unlock 🚀🚀🚀

This is a ways off still, but the direction we are headed to and I do not plan to even consider selling before.

#DigitalCollectibles #NFTs #SportsCards #TradingCards #Panini #DapperLabs #NBATopShot #NFLAllDay #MLB #Collectibles #Web3 #SportsNFT #Investing #AltAssets #Marketplace #CardCollecting #CryptoCollectibles

[John (재우) @WhatDrivesJohn]

@Kunallegendd @Collector_Crypt Same 42 wallets that churn every repack platform