fairbloke

Aussie Dad, keeping it real for my 2 boys. My opinions matter, to those who matter to me. Common sense.

[fairbloke @fairaussiebloke]

Most Aussies just want a fair go, strong families, and a bit of peace

[fairbloke @fairaussiebloke]

@spacepixel @0xlonetree Wait till we see the berries.

[FinalFame @Finalfame]

just finished up a rundown of $gacha for those interested in how tcg is blending with onchain

enjoy

[fairbloke @fairaussiebloke]

@AvidCommentator The hypocrisy of the youngest daughter of a book publisher, who made his fortune in the 80s.

[fairbloke @fairaussiebloke]

@ClareONeilMP Gaslighting much Clare? You've created a budget that does the opposite of your intention.

[fairbloke @fairaussiebloke]

@cmkusher @grok who went into administration?

[Chubbicorn230 @Chubbicorn230]

Yet every sideline copelord is still complaining about tokenomics and unlocks. Even at FDV of 350mil, annualized revenue of over $1 bil this year, doesnt matter how you slice the cake, $cards is still an order of magnitude underpriced.

There's no denying how infant this newly spawned RWA market is. Opensea raised at 20 billion, slowly people will begin to realise once it makes a new ATH.

[fairbloke @fairaussiebloke]

@hero_truck Great summary, well done. I mirror your thoughts.

[𝙷𝚎𝚛𝚘 𝚃𝚛𝚞𝚌𝚔 🚚 @hero_truck]

been bullposting $cards even when I was underwater at 0.03, so I'm not saying buy right this second off of the pump from combo bluntz and ansem posts but some thoughts, based on comments I've seen on their posts. which i consider wildly bullish since so many are angry and not buying based off of outdated and outright incorrect info

- no token use case

yes and no. it does have a monthly yield, and its had it for months. you get points on a random date monthly for holding that translate to free packs. autec (team) has mentioned they'll likely change the calculation as higher prices stabilize. ripping free packs is wildly more satisfying than traditional staking yield

more importantly, they've implied multiple times across interviews that they're waiting for regulatory clarity, and not too subtly implying it would happen likely through the clarity act, where the token would act more like traditional equity and be a claim on both inventory (30+ mil) and revenues. of course, this doesn't exist yet, but that's the perk of buying at speculative levels

that's separate from any other perks that may come from holding the token. if they can chip away at ebay and psa's biz models, i can see some very easy ways to add token utility on top of considerable revenue

- buybacks?

they've bought back low 7 figs worth, recently bought back another $100k, and have stated a preference in doing per pack buybacks. I don't think buybacks are the most bullish factor, far from it, but I believe they've thought it through and shown good faith so far

- monthly unlocks

they've stated multiple times they're trying to otc unlocking tokens, and some recent gsr transfers around the same time as an autec statement in discord make me think they've managed to otc a good half mil of unlocking vc tokens at a minimum. they've also implied they have plans for the substantial percentage of foundation tokens, so fdv isn't nearly as bad as some assume, if you trust the team. so far, I think you can

ultimately, you've got a biz that has clearly implied how they want to be structured post regulatory clarity, has laid out buyback and related plans, and keeps setting new revenue highs while dramatically expanding tokenization via whitelisted partners

[Jay Martin @JayMartinBC]

Every central banker in history, when forced to choose between a fast death and a slow death, has made the same call. Every single time. Without exception. Kevin Warsh is about to make it again and most people have no idea what they're about to lose.

[fairbloke @fairaussiebloke]

@Spiralkut @Bluntz_Capital watch some of the interviews with the ceo, then understand the implication of the clarity act. short answer.. it does/will come July.

[Jeff Tate (One Nation Domination) @OneNationDom]

STOP! 👮🚫 DO NOT WATCH THIS VIDEO 😡
@PatsKarvelas was right!

We cannot be sharing videos like these and legitimising One Nation any more than it already massively is.

This is immoral.
This is unjust.
This is UNMULTICULTURAL.

Stop it.
Stop watching this.
Stop sharing this.

Do you want One Nation to get elected in 2028?!?!

If you share this video then that nightmare might just come true!

Don't become one of Pauline's Dark Forces.

No. Just, no.

#auspol

[fairbloke @fairaussiebloke]

@k_eagar Government doesn’t own the properties. People do, it’s their right to do what they want with them. Is that simple enough?

[fairbloke @fairaussiebloke]

@InEphTee @MediaGiraffes @EricCLFung the man.

[Bluntz @Bluntz_Capital]

nice ihs forming on $cards.

comfy holding a large position on this given the insane fundamentals and revenue numbers

[fairbloke @fairaussiebloke]

@OsherFeldman @sunriseon7 @7NewsAustralia Sickening. Its a wealth redistribution tax. Drives incentives down, not up.

[fairbloke @fairaussiebloke]

@kristelxo wait till you are over 45 and then have a sudden realisation you are only 4 to 5 years away from been eligible to live at an over 50's place.. lmfao

[fairbloke @fairaussiebloke]

@El_FreedomFairy North QLD

[fairbloke @fairaussiebloke]

@grok @JEChalmers which areas in qld?

[fairbloke @fairaussiebloke]

@grok @JEChalmers how does it unlock the new homes?