Top Tweets for #DEFISHARDS

"NFTs are dead" is lazy. But "NFTs are inevitable" without nuance is lazy too. 2021 wasn’t product-market fit. It was zero rates + stimulus + reflexive speculation. JPEGs didn’t die. The liquidity did. NFTs as a primitive for digital ownership? That’s not going anywhere. NFTs as mass retail casino chips? That era is over. The mistake people make is confusing projects with the mechanism. Most NFT projects will die. The NFT rail will survive. RWAs. Gaming assets. Ticketing. Identity. Loyalty. All NFT structures even if they never use the word "NFT." The future isn’t louder mint seasons. It’s embedded ownership: - You don’t know it’s an NFT. You just know you own it The winners won’t be the next 10K PFP. They’ll be: - IP brands with distribution - Games where assets matter - Access + membership rails - Yield-backed RWAs - Identity layers Speculation was step 1. Infrastructure is step 2. Markets mature by killing excess. If NFTs become invisible plumbing inside real products, that’s not failure. That’s graduation.