Danielos123 | ❤️

NFTs, Crypto and Web3 life.:)

[Liquidfrog @Liquidfrogjpg]

Samurai Frog is liquid enough.

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[NFT Foundry @NFTFoundry777]

777 Black Cats are coming to Ethereum on April 7.
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[Danielos123 | ❤️ @danokiller_]

@reesistancee @legiondotcc Lfg

[RΞSISTANCΞ 🤙 @reesistancee]

Kill the Bias along with the Republic @legiondotcc

$PNKSTR Thesis Card

Narrative / Trend:
Revival of blue-chip NFTs through on-chain financialization, where deflationary tokens like $PNKSTR create perpetual buy-burn cycles tied to iconic collections such as CryptoPunks, amplifying value in rising NFT markets.

Type: NFTs

Thesis:
$PNKSTR surges 5x to $0.10 or more by Q4 2026 as NFT trading volumes rebound, accelerating fee accumulation for Punk acquisitions and token burns, while capturing amplified deflation from 1% fee burns routed from every other NFT Strategy in the expanding TokenWorks ecosystem. Sales of Punks held by Punk Strategy will bring attention and more volume!

Counter-thesis:
A persistent NFT bear market with low volumes halts Crypto Punk buys, leading to stagnant or declining $PNKSTR liquidity and price, as $PNKSTR follows Crypto Punks moves. If Punks go down, $PNKSTR will most likely not moon.

Signals:
- On-chain: Vault holds 39 CryptoPunks and ranks as the 25th largest holder; Burn events from relisted Crypto Punk sales and other ecosystem activities.
- Social/Dev: Growing holder count and increased engagement; NFT collections that adopted strategy tokens as their ecosystem tokens continue building around it and accelerating the popularity of their Strategies and $PNKSTR ecosystem. Most successful so far: $VIBESTR, $CHIMPSTR, $STREET.
- Catalyst/Market: CryptoPunks floor goes back above 30 ETH; ETH price stability above $2K; increased NFT sector inflows post-2025 lows.

Milestones:
- Acquire 50th CryptoPunk in vault by June 2026.
- Market cap exceeds $50M with sustained daily burns of 0.01% $PNKSTR created just from the activity on other NFT Strategies.

Invalidation Trigger:
No new CryptoPunk acquired for 90 consecutive days OR price < $0.01 for 30 days.

Manipulation / Bias Risk:
As a highly reflexive token tied to CryptoPunks and broader NFT trends, $PNKSTR is susceptible to amplified volatility from shifting market sentiment in Ethereum-based assets, potentially overemphasizing short-term hype over long-term burns.

Discovery Surface:
CoinGecko PunkStrategy page, DEXScreener, TokenWorks official X announcements.

[Danielos123 | ❤️ @danokiller_]

@reesistancee @token_works @Rhynotic Lfg

[RΞSISTANCΞ 🤙 @reesistancee]

Every project needs a Strategy was the original motto for the Token Strategy platform launch, but the @token_works platform is still partially gated.

@Rhynotic, it would be pretty cool if anyone could launch a Strategy like it was originally planned.

Recently, ERC20 Strategies were updated, and anyone can now launch a Strategy for any token.

Would it be possible to implement this update for NFT Strategies as well, @Rhynotic? The royalty fees would, of course, be directed to the collection owner or could be used to burn the STR token.

The whole NFT ecosystem could benefit from NFT Strategies, and $PNKSTR would be even stronger thanks to the deployment fee and all the trading fees.

If the original plan was changed, I believe more people would appreciate some comms to this topic because there was none since the platform was launched.🙏

[RΞSISTANCΞ 🤙 @reesistancee]

Let's talk about Punk Strategy! Because $PNKSTR is not only bet on the success of @cryptopunks.

It is also an index related to the success of any other Strategy (ERC-721, ERC-1155, ERC-20, or Recursive).

This is how much $ETH was generated to burn $PNKSTR by each Strategy:👇

Punk Strategy - 217.815 $ETH
Vibe Strategy $VIBESTR - 96.468 $ETH
Ape Strategy $APESTR - 76.276 $ETH
Pudgy Strategy $PUDGYSTR - 70.316 $ETH
Chimp Strategy $CHIMPSTR - 54.333 $ETH
Gob Strategy $GOBSTR - 52.478 $ETH
Toadz Strategy $TOADSTR - 47.939 $ETH
Pain Strategy $PAINSTR - 46.886 $ETH
Birb Strategy $BIRBSTR - 46.397 $ETH
Check Strategy $CHKSTR - 43.150 $ETH
Squiggle Strategy $SQUIGSTR - 40.91 $ETH
Meebit Strategy $MEEBSTR - 26.573 $ETH
Dick Strategy $DICKSTR - 23.064 $ETH
GLHF Strategy $GLHFSTR - 18.984 $ETH
Otherdeed Strategy $DEEDSTR - 13.256 $ETH
Nakamigo Strategy $MEEGSTR - 9.215 $ETH
Fwogs Strategy $FWOGSTR - 6.621 $ETH
Street Strategy $STREETSTR - 1.354 $ETH
Sweep Strategy $SWEEPSTR - 1.029 $ETH
Genuine Undead Strategy $GUSTR - 0.536 $ETH

In total, 𝟴𝟵𝟯,𝟲 $ETH was used to burn $PNKSTR by the Strategies mentioned above. There are many other low cap Strategies that contributed to the $PNKSTR burn as well, and new Strategies will be created over time!

5.69% of the $PNKSTR supply is burned forever at this moment!

ALL OF THIS IN ~ 4 MONTHS! This Perpetual Machine will run forever!!!

Think about that for a second!🤯

@token_works

[Danielos123 | ❤️ @danokiller_]

@reesistancee @cryptopunks Lfg

[Meta Alchemist @meta_alchemist]

For the attention of all washed KOLs, trencher, and Fortnite pro players:

You might have realized by now that vibe-coded products are becoming the next big thing.

Hereby, IdeaRalph has a proposal:

What if every vibe-coded product had a coin:
to pay the Claude, servers, marketing, and more?

This would accelerate innovation, spawn more vibe coders, let great vibepreneurs access funding to build more, and make web3 the true home of all startups and innovation.

Until now, you all have supported coins with no inherent value. You have stayed sleepless for days and months over coins with a dog, a cat, or a frog picture.

You have acted cool because you supported all the useless stuff, and thought you were 200 IQ.

Now, let's do the same with vibecoins.

IdeaRalph is to set the stage for the spark of the vibecoin meta; it will be the MCP that spawns tens of thousands of ideas that will become vibecoins.

IdeaRalph will be the Godfather of the vibecoins, able to create the movement with the vibe coders that use it.

You give it the dumbest idea = and it can even turn that into genius. That's the Ralph Wiggum loop.

IdeaRalph will have its own token.

With no raise. All airdropped.

It will have a mechanism that allows people who send their vibecoins created by IdeaRalph MCP to send a portion of their tokens to it, and holders of IdeaRalph will receive those tokens distributed to them equally according to how much they hodl.

IdeaRalph will launch from vibe/vibe as the Godfather of the vibecoins.

What's vibe/vibe? Do some research.

Destination will be: BASE.

Drop your 0x wallets.

A REAL RALPH WIGGUM LOOP BEGINS HERE.

FOR THE VIBECOINS. FOR PUSHING PRODUCTS.

FOR TRANSFORMING THE DEGENS SPIRIT TO MACHINES OF PRODUCTION.

[Danielos123 | ❤️ @danokiller_]

@meta_alchemist 0x72ba71fbbd37e4b44995426fb31a1de7c888ffce

[Danielos123 | ❤️ @danokiller_]

Leveled up in the Great Gas Reckoning with ETHGas! 💪

Hero Jack status: 2.934 ETH gas spent, 2000 Beans earned—supporting the Gasless Future!

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[Danielos123 | ❤️ @danokiller_]

@reesistancee @goodvibesclub Top

[RΞSISTANCΞ 🤙 @reesistancee]

New profile picture! @goodvibesclub 🤙

The vibes are real! No one can deny that! So many people are joining the club and changing their pfps that I just had to join the movement I believe in!

Good Vibes Club and NFT Strategies were two of the best things that came up from web3 and NFTs last year! And what happens when you combine the two biggest and most exciting things? Well, watch this space, and you will see.

The alignment SZN is here, and I think this is exactly what I was looking for! It all makes sense. Hardworking team aligned with the community, NFTs that support the token, and a token that supports NFTs. Everything is connected. Revenue sharing!
I could continue, but this post is already pretty long! If you are not aware of all the dope shit GVC is doing, I recommend that you start paying attention! You can start with the article below!

The community is great and full of people with good vibes! The community is also full of diamond hand collectors! Stats and on-chain activity can prove this statement! The art is next level with all the details!

Shout out to the whole team for not being afraid of new things, innovation, and for pioneering the alignment approach that inspired other projects as well! Just to name a few @tyguyot @chrisguyot @RonnyGuy @tMAIS0N @itsmovki @brydisanto. If I forgot about anyone, I'm truly sorry! I'm not sure I know everyone who is part of the team!

Shout out to community champions and legends making Vibetown such a cool and fun place to be! @atarigod @TheStevenWarner @metabloxx and others!

This is not my forever Vibie, I'm still on a hunt, but this one is the best from my current collection!

Now... Let's fucking vibe! 🤙

$VIBESTR @token_works

[Danielos123 | ❤️ @danokiller_]

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[Danielos123 | ❤️ @danokiller_]

Turns out my @opensea farming wasn't for nothing.
@spaace_io dropped me 14 Reward Chests.
Claiming them now.
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👉 Check your wallet now

[6529 @punk6529]

1/ On Losing Faith

Is it over?
Was it all a fever dream?
Have we run out of steam?
Is it time to pivot to AI for real this time?

2/ Everything is dead?

BTC: DAT premiums down, nobody cares
ETH: Stablecoin
Alts: Crushed
NFTs: Right click saved
Meme coins: As expected tbh
Zcash: Pumping! which ofc means "cycle is over"

3/ This is the worst cryptotwitter timeline I have ever seen relative to the environment.

Nobody is attacking us, USA is being reasonable and rational, no CEX has run away with our money, and yet, dead, dead, dead.

No narrative, no spark, nothing.

4/ Why?

I read the timeline and it tells me:

a/"nobody owns BTC" (odd, I mean someone has to own BTC, there is a ton of BTC)

and

b/ "the gamblers have liquidated themselves (again)" - true, but it was always like this

5/ This TL feels different. This does not feel like
"fuck I got liquidated", it feels like malaise, tiredness.

Like boredom, to be honest.

I know you think it is the price action but the price action is obviously downstream from psychology.

6/ I have a different view of what is going on.

I think almost everyone forgot what matters, chased after things that did not matter and, we are in the process of discovering they don't matter.

7/ What matters? Only decentralization, only permissionlessness. Nothing else matters at all.

Everything else about crypto is WORSE than a centralized database and always will be because that is how computers work.

8/ In my view, basically everyone "major" except vitalik has strayed from the light on this.

Let's start with Team BTC which USED to be very interested in how to build a network that become nation-state resistant.

This was the BTC of Antonopoulos, of Lopp

9/ We are 5 years into the BTC of Saylor and that BTC is 100% about driving price action.

It is about driving flows to BTC, about getting fully integrated with the USA financial system.

10/ It sounds nice, it sounds better than the system beating us with a big stick, but the net effect is that more and more BTC ends up in Coinbase Custody in New York State

Nothing wrong with that, but none of that BTC is nation-state resistant.

It is 100% non-resistant to the US government specifically.

11/ The problem with this is that with permissionlessness off the table, the only thing left to drive purchases of BTC is FOMO.

"there are only 21M, they are going to run out, you need to buy some before others do and it goes exponential"

12/ I mean, maybe that is true.

I am not making price predictions, I still own BTC and always will I think.

But it is cringe, and it is wrong.

13/ You can think about this by taking it to the extreme case and trying to understand which of the two scenarios adds value to the world.

14/

Scenario A: Blackrock owns all 21M BTC, everyone on planet earth owns shares in the Blackrock ETF and Brian Armstrong is in charge of making sure we don't lose Our Precious

Scenario B: Everyone on earth has their own BTC wallet and BTC is distributed in several billion places around the world and it is literally impossible for any government to stop BTC

15/ In Scenario A, BTC is a complete and utter failure. It is just a pet rock. Yes it is "rare" but it is also "100% seize-able by the USA government"

At which point, it might as well be an IOU from the USA government that it pinky-swears is rare

16/ "but it is not like this because other nation-states are accumulating and game theory blah blah blah"

No my brothers and sisters.

The exact scenario where your BTC get seized is a) centralized and b) hyperbitcoinization

Maybe the Strategic Bitcoin Reserve is happening and it is your ETF and $STRATEGY (TM) capital stack all along (thank you for your contribution to our national security)

17/ To be clear, nobody is seizing your BTC (let alone your ETH) now because it is not important enough yet.

But, if it was, I dunno, I would not trust those centralized vehicles.

CEO, Board, shareholders, SEC, US government, state government, custody firm, their regulators all have an angle of attack on a DAT.

18/ If USA seizes BTC, other countries won't save you:

EU: "Thank god our dreams have come true, we can ban it also"

UAE: "grumble grumble, but fine we will go along"

China: "ban. unban. ban. unban. anyway so long as currency is not free-floating, BTC won't be free here"

Russia: "someone falls out of a window"

19/ Of course, BTC in ETFs is by no means the worst of it. The "crypto's main use is a casino" crowd is the worst.

This is not a zero-sum game, it is a negative sum game because it is rigged.

20/ "what about the JPGs huh?" -> I still love them.

The best ones are the best tokens in the world by far, rare, suffused with meaning, with no external dependencies and great to hold on-chain.

And beyond the art JPGs, I think that NFTs can do many more things, but this is on me to "show, not tell"

21/ I want to circle back to BTC because it is the easiest to reason about.

When people explained to me time and time again that it was a ponzi, I had a simple explanation of why it is not.

21/ BTC lets you do some things better than the existing system. "be sovereign over your money" or "send money to anyone on the planet within minutes" or "maintain an insurance policy against the existing financial system"

22/ I could not tell you how much value this had, but I knew it was not zero.

In fact, the value went up the more people used it, the bigger the network was, the more people you could transact with, the more resilient it was to government censorship.

These are the economics of a network system, not of a ponzi.

23/ If you take this away, if you stop building a network but instead just, at the extreme, just sell everyone shares of the ETF, well there is no network, there is no incremental network value being generated by the next buyer.

24/ In this model, BTC becomes more ponzi-like.

If a new participant does not make the network stronger by joining, they are not adding value, therefore there is a fixed pie and it is just value transfer to an existing holder.

25/ Again, take it to the extreme other direction -> assume we managed to move the whole economy to decentralized rails.

I think that world would be better, it would make better decisions, it would take advantage of the wisdom of crowds, there would be more transparency, less rent-seeking and the aggregate value of the world goes up because it is more productive.

Some % of the improved value of the world will get captured by the early participants to the network (which is normal and fair) but some % will be captured by everyone (as a late participant or consumer).

26/ But if we don't make the world better, if the world is exactly what it is, but also we play with a pet rock, this will not happen and, well, eventually playing with pet rocks gets very boring

27/ So what to do?

The same things you always should do:

a/ push yourself, and by extension, the world an inch, a foot, a mile down the pathway of decentralization.

many ways to do this, it is a journey, start today.

b/ remember, you, yes, you in the mirror have no business trading perps or day-trading stupid coins.

you are bad at it and your future self will be mad at your current self.

28/ If you must do it, carve out a budget and test how great you are across the cycle with your budget (1%, 5%, 10%, 20% of your portfolio, not all of it)

I am of course a dinosaur, but my total portfolio % of "putting money into stupid coins I have been FOMOed into it" is less than 1%. It has gone about as well as you might expect.

29/ Other than that, own some BTC, some ETH, some NFTs (good ones, that you like) in a self-custodial wallet, a small number of your favorite alts if you must.

And keep your job. Earn money, don't try to be a pro crypto trader, this is an imaginary job that only cobie and like 5 other people are qualified for.

I have always worked, every single day of my adult life. You should too.

30/ Crypto is a bad way to get rich quick, but a decent way to get rich slowly. In any case, you should have some stake in the decentralized world, in the digital world.

31/ I think in the end, "it" will be OK but "it" it not everything, it is not most things. As it always was, most coins will go to zero, most NFTs will go to zero. These are the rules of the game.

32/ Most of you are young. You have time, you have time into the ASI world, you have the greatest gift and wealth of all. You will be ok.

33/ Don't mope. It does not help anything. If you are bummed out, sad about your outcomes, there is only one sure thing that helps.

Get back to working.

34/ Even if you are young, life is short, your life is the important thing, money is just a game, just a tool, just an information system.

Don't anchor to your wealth, don't anchor to your ATH, it is not real, my ATH wealth has gone down 90% multiple times. Note it and just keep going.

If you are healthy, in a decent country, in a half-decent economic situation, you are better off than almost anyone who has ever lived

35/ If you have an opinion (even a dumb one) about Monad or Grifters, you are in the 0.001% most forward thinking people in the world.

Did you make a "mistake"?

Who cares, everyone makes mistakes - keep going, keep trying, keep making mistakes, eventually you will find your way, you will get a win.

This is how it goes.

36/ use a hardware wallet and even better a SAFE

37/ and to close again with the most important thing. decentralization is the only thing that matters.

if you go in that direction, if we go in that direction, in the end, it will be ok.

i have no doubt about this, i have never had any doubts about this, it matters so much more than you think it does.

/the end

[Goodies 🍬 @goodies_tg]

Something sweet is coming…👀🐻

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