I wrote about @wubbushiβs HOLY, @rainistoβs LIWA, and the shift from AI images that announce themselves through uncanny failure to images that begin to behave like plausible memory.
The camera was never there.
The feeling is still real. https://t.co/eLM5NcdghL
613 can look like a supply number.
Inside Masquerade, it behaves more like a constitution.
The archive divides exactly into:
560 Masks within eight ecological categories
50 Council Masks outside them
3 exceptional Masks: Creation, Destruction and Balance
π
This potentially removes one of the biggest structural weaknesses in the V1 thesis... the reliance on wrappers. Historically, wrapped V1s always carried an awkward break in provenance/market continuity. You werenβt interacting directly with the original asset and its native transactional history.
The timing here is also fascinating. At almost the exact same time @nodefnd is leaning into the idea that βthe marketplace is part of the artwork" @jalilwahdat appears to have found a way to preserve native market continuity around the original V1 contract itself.
This π― strengthens the historical and provenance case for V1s in a way that feels conceptually cleaner, more coherent... and MUCH harder to dismiss.
We also canβt ignore the social baggage surrounding the wrapper itself, and the extent to which that likely impacted broader acceptance of V1s.
VERY curious to see how this plays out longer termβ¦
Unwrapped my V1 today.
And honestlyβ¦ it felt far more meaningful to me than simply βmoving an asset.β
I didnβt buy a V1 because I thought it would outperform financially. I bought one because I believe what CryptoPunks unlocked... Digitally native ownership, identity, provenance, permanence, networked culture is one of the most important technological and cultural shifts of the internet era. An enormous amount of what exists onchain today is downstream of what @matthall2000 and @pents90 pulled off in 2017.
So being able to unwrap my Punk and interact directly with that original genesis contract for the first time felt... significant. Like touching a foundational layer of internet history more directly.
Very grateful to @jalilwahdat and @yougogirl_eth for caring enough about provenance, continuity, and onchain purity to explore this path. I genuinely donβt think people fully appreciate how important this development may turn out to be long term.
I started this train of thought with a simple observation:
π΄πππ π·ππ·π πππ ππππ.
π»πππ ππππ ππππ ππ ππππππ, πππ ππππ π ππβπ ππππ ππ.
Over the last few pieces, Iβve been trying to get at why...
...and what happens when a collection doesnβt ask you to wear it... but to operate inside it.
This is the final piece:
π»ππ π¨πππ-π·ππ·
Itβs not about expression.
Itβs about assignment.
Itβs not about who you are.
Itβs about what the system decides you are.
And once you see it, you canβt unsee it.
Link in π§΅
I spent the last few weeks trying to figure out why @TaborRobak Human Resources feels so different from the 2021 PFP meta...
First, The Fatness Problem... https://t.co/AON2NjhA3S
Then, the realisation that weβre still collecting with the wrong heuristics... https://t.co/yV7af25NQ3
Today, Iβm going deeper into the system...
π»ππ π»πππππππ ππ π«ππππππππ: πΎπππ π»ππππππβπ π¨ππππππππ πΆπππππππππ πππ ππππππ ππππππ.
Itβs not about finding yourself in the art. Itβs about decoding the system thatβs already there.
Link in π§΅
Iβve been collecting Human Resources for a few weeks, and one thing is crystal clear...
Most people are still approaching it like itβs 2021 PFPs... asking βDo I see myself in this?β
That question doesnβt work here.
These arenβt avatars for self projection. They resist identification. They offer you someone else... fully formed, already working inside a system.
The moment I stopped trying to βwearβ the characters and started asking βWho is this? Whatβs their role?β everything changed.
I stopped collecting likenesses. I started collecting people.
Full essay in π§΅
Terraforms by @mathcastles
Zone Alto, Biome 6
Parcel 4769
??? 42573
Level 19
Xβ0
Yβ4
A small coordinate in a larger living program...
A window into a shared, always running Hypercastle...
A place where time, code and human action meet...
Collecting art in 2026... not a crash, not a boom... a stalemate.
Floors look βstable,β liquidity is paper thin, most movement is bots talking to bots. Meanwhile the art is quietly hardening into culture.
The real question isnβt price. Itβs time. Who was here for quick exits, and who was here for the work?
If youβve been skulking around the secondary markets lately, youβll recognise this mood.
Link to deeper thoughts in π§΅
Connecting Bitcoin within itself and to +140 chains for the first time unlocks new yield opportunities and use cases.
Thereβll be so many that we decided to start a new series of educational posts: Bitcoin Strategies.
Let's start with one of our favourites: Bit-Stable π§΅π