Chekov

BAYC #7546 | Angel Investor.

[Chekov @chekovx]

A 🧵 on why NFT games will revolutionize the gaming industry.

OWNERSHIP IS KING:
Power back to the players / fairly rewarded / forever. Call it lands, weapons, buildings, art, utility, memberships, trophies, or any good.

[Chekov @chekovx]

@DfinityToday G 4-0

[Chekov @chekovx]

@DfinityToday 3-0 Brazil win

[Chekov @chekovx]

@iowagolddsm My dads lpa is like 180 what should he do?

[Proyecto Escolar @TuiterEscolar]

INCOMODANDO POLÍTICOS PT.2 🙏🇲🇽

en el senado no saben el salario mínimo en méxico y así quieren manejar el país

COMENTA que políticos debemos incomodar y los más votados serán los elegidos

⬇️⬇️⬇️

[Chekov @chekovx]

@Mho_23 Viral

[Chekov @chekovx]

@mikefutia Design

[Sam Altman @sama]

being a dad is the thing that has most exceeded already-high-expectations in my whole life

[Chekov @chekovx]

@omartosca https://t.co/gXScHw4aul

[Chekov @chekovx]

OG ape with less than 1000 followers, say hi so I can follow back!

[Chekov @chekovx]

@mattunchi Ya es hora de que suba el dólar no?

[Chekov @chekovx]

@chesnyfcb Y para que usas todo eso es la verdadera pregunta?

[Chekov @chekovx]

@TheeHustleHouse @BoredApeYC @dragonseller88 @MeiravHaber @greenytrades @XRPRelic @SatoshiPetrovic @imjameshall @kristian_cw add me to the list please!

[Chekov @chekovx]

@jack_9947 Marketing

[Chekov @chekovx]

@EXM7777 How does codex and gpt know what’s being built and what to prompt

[Chekov @chekovx]

@umzrs Image

[Chekov @chekovx]

So are cool again? #bayc ?

[Chekov @chekovx]

@SantiTorAI Como le haces para que no te de ban meta?

[Ethan @0xEthan]

Everyone posting "NFTs are back" today has never owned one.

I was on the Bored Ape Council. 2021–22. Inside the cult during the peak. I watched people turn $30k into $2M, and I watched the same people turn $2M into nothing.
I was one of them. $250k to zero in 2023. Every blue chip I held got halved, then quartered, then bidless.

The line most people repeat now is that NFTs died. They didn't. What died was the pretending. The 10k-project grift. The airdrop farmers. The celebrity drops. The "utility" that was just a Discord tier. The whole machine that only worked while liquidity was infinite and every JPEG had a greater fool underneath it.

What didn't die is the handful of collections where people actually wanted the thing.
Look at what's happening right now. BAYC to CryptoPunks floor ratio went from 5:1 to 3:1 in a week. No ATH narrative driving it. No airdrop pumping the bag. No roadmap announcement. No celebrity tweet. Just floors moving.

That's the signal. Everything else is noise.
The first cycle was mimetic. People wanted apes because other people wanted apes. Supply of tourists was infinite, so demand looked infinite. When the tourists left, 99% of collections discovered they had no actual demand underneath, just a queue of people waiting to flip to the next guy.

The collections bidding now are the ones where the queue was never the point. Where the holder base is the product. You can't fake that. You can only find out who has it after the music stops for two years.
Which is what just happened.
I lost a lot in 2023. What I learned is that the Lindy test for NFTs is silence.

If a collection can survive 18 months of zero narrative, zero airdrops, zero hype, and still have a floor it's real. If it can't, it never was.
Everyone about to chase this is going to buy the loudest comeback story. That's not the trade. The trade is the three collections that quietly held their floor through the worst of it. Those are the ones with holders, not renters.

This isn't new money coming in. It's old money coming back for the only thing that was ever real.

[Chekov @chekovx]

@Rhevolver Yo me tomo estas antes de dormir https://t.co/4KXxl3vMpX son naturales no mierdas de medicamento

[Chekov @chekovx]

Mi sobrino ya no solo me sube las fotos al Insta, ahora me hace páginas web con IA. El futuro es hoy. lol