Most projects talk about government work.
@Conste11ation $DAG has eight years of receipts.
Diggles just walked through the full federal history:
-Air Force contract in 2019
-Iron SPIDR
-Multi-domain command and control
-Zero missed milestones
Then they took that same technology and turned it into Digital Evidence now a free API anyone can use.
It ends with a live GPS integrity demo that detects spoofing in real time on aircraft and satellites.
This is not a roadmap. This is production technology built for environments where power, latency, and connectivity are measured in the hardest conditions possible.
Watch even two minutes of the GPS demo.
What part stood out to you?
🚨 Read the quote again.
A Nasdaq CEO calling $DAG a utility asset with applications he intends to "mobilize very rapidly."
🚫Not a community moderator.
🚫Not an influencer.
The man whose company owns the network. The gap between what's on the record and what's priced in is the whole opportunity.
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NFTs aren't dead. They just haven't evolved yet.
This may be a long one, but I'll address what is next for NFTs as a whole, and why the notion of dilution is holding NFTs back.
First, what does it mean for an NFT to be successful? Simply put, people want it, which drives multiple buyers to put in multiple bids (Demand.) If there are fewer things to bid on (Supply), than all bids accumulate on fewer units, so price goes up.
Demand > Supply = price go up. Yes, econ 101, bear with me.
The first success cases for NFTs were single artists producing 1-of-1 pieces. Supply = 1, so once there are just 2 bidders, price rises.
The next success cases are NFTs that have collection-level supply, but an outstanding amount of demand. Across a collection of 10,000 units, demand needs to be truly outstanding. Outstanding demand comes from provenance and the desire for others to own a part of something bigger.
When I think of collections that fit the bill today, only 1 truly comes to mind: CryptoPunks. Punks have captured the Web-3-first-comer provenance. Owning a Punk means you are part of the beginnings of Web-3. The provenance comes from to the entire Web-3 space and its growth, and narrows demand into a collection of 10,000. Outstanding and growing demand relative to supply.
Some have tried narrower segments of Web-3 provenance. Think SMBs for Solana. Provenance comes from Solana, but not all of Web-3. And SMBs have had some success here.
Now, here is where we get stuck. Both success cases outlined above lean on either (1) super small supply, or (2) provenance that is not directly related to the growth of the underlying IP, but rather the of something entirely different.
Neither of these success cases requires more NFTs at scale for growth. Instead, the artist produces 1-of-1 pieces that add NFTs in a piecemeal fashion, perfectly measuring demand vs supply, OR for Punks/SMBs, demand increases as Web-3 (or a specific subsection) popularizes.
This is where many other collections get stuck. If you go narrower on the Web-3 level from the entirety (Punks) to a specific and strong L1 (SMBs), the difference is already glaring. One level deeper - relating an NFT collection to a specific platform or app - and likely the NFT collection is no longer in the "successful" category. Therefore, this approach is limited to only a few.
Now, here is where we diverge from popular opinion:
By our previous definition there are only a handful of truly successful NFT collections that, over long periods, have demand growth that outperforms supply. There is ALOT of space for out performance.
We are in the first innings of the NFT game. It's not over, it's only just begun.
The next iteration of successful NFT collections is controlling and increasing your own demand at scale, with your own brand.
This is the approach @Claynosaurz, @pudgypenguins, @doodles and @Azuki are taking. Each building a strong brand that resonates and exists outside of Web-3 in some form or another.
The struggle comes from converting brand-level demand into NFT-level demand. Don't forget, our definition of successful collection comes from direct bids on the underlying NFT.
Herein lies the hiccup. To get the conversion needed collections need to do the following:
(1) Zero-friction user onboarding (in contrast to educating users on Web-3 onboarding)
(2) Inviting user experience that competes with other digital alternatives (compare the UX to gaming or streaming which is what the user is used to)
(3) Offer a programmatic product offering that, when simply looked at as a whole, is cohesive such that it creates the instinct from a collector of "I want that" in a split second (collections that combine with one another in an obvious way visually speaking, both within collections, and across the brand as a whole - @Cabanimation@jervibore can elaborate here)
(4) Realistic price point relative to the actual comparables for a non-web-3 user (a digital collectible buyer, unaware of the NFT meta, can spend $100+ and get a great experience and digital asset in Valorant, Fortnite, or Roblox, by example).
Of the 4 points above, (1) and (2) are likely to sound obvious to everyone. Clayno is doing this with all its experiences, as are other IP-related collections pursuing this strategy.
(3) and (4) however is where the NFT sector is stuck. To accomplish these points you need larger product offering at the NFT level, not just the brand level. For there is nothing to convert into. That is to say, increasing demand for NFTs, all the way back to the original collection, is a function of creating more NFTs.
This is controversial, this is where everyone holds their breath or scoffs completely. Many NFT collections have come before and done multiple collections, only to find that each subsequent NFT minted dilutes all of those that came before it. Dilution in this sense means each newly minted NFT is pulling demand away from the rest.
The precedent is bad because its been purposefully extractive in most cases, with little-to-no effort being made in building demand on the back of the new NFTs themselves. This sinks the original collections and then eventually the brand as a whole.
However, if we want demand at the NFT level to grow, it needs to capture new populations, this can be within Web3 and eventually needs to be outside of Web3.
In order to do this, more NFTs need to be added under the brand umbrella. Pokémon would not be Pokémon if the only cards in existence were Charizard, Blastoise, and Venusaur. You need Garchomp and Toxtricity as well. You need Energy cards and Trainers. You need a bunch of other characters, and seasons. You need to be everywhere.
When I was 9 I collected random Pokémon cards, the notion of spending any more than my $10 allowance was impossible, so what I unpacked is what I got. I'm 35 now, and ya, I'd spend a lot more on a Pokémon card. But without the entry point for my measly ten bucks, its unlikely I ever gain the brand affinity coupled with the collectors understanding to grow into a collector.
In the case of many of us building our brands from an initial NFT collection into a bigger brand, the only way to bring that demand back here, to Web3 is to take the 4 points laid out, and increase the availability of NFT product to the masses.
A last point here, creating programs for your collections is not easy, it requires true creative talent. To do that across multiple collections requires foresight as well.
The talent and foresight means that new collections do not step on the feet of old collections. There are clear and clean distinctions, yet they lie under the same brand. The risk of dilution is very low because of such distinctions.
That said. Look forward to Popkins.
We're pushing this forward, capturing what we believe to be a growing population on SUI, while tackling frictionless onboarding, inviting UX, programmatic collections, and approachable price point. The 4 pillars for the next inning of NFTs.
Where does outside demand come from eventually? Mobile game and TV show. There was always a plan.
There are two global models emerging for blockchain infrastructure.
One prioritizes control—data flows through centralized chokepoints, and verification happens behind closed doors.
The other prioritizes verifiability—data is signed, sealed, and traceable from the moment it's created.
That’s what Constellation Network is building with Digital Evidence, metagraphs, and Layer 0 security infrastructure.
You don’t need to choose between performance and trust. You just need to choose the right architecture.