jaytee

[Bluntz @Bluntz_Capital]

have been watching the marketplace transactions on @Collector_Crypt and @Beezie grow every day.

once enough cards are on chain these platforms can legitimately start to eat ebays marketshare.

paying a whopping 12% fee to sell a card on ebay or even 20% on goldin and heritage are a thing of the past.

disruption is coming to the tcg market.

[jaytee @jayger]

Congrats to everyone who pivoted

[Qadi @Bigqadi]

Walking alone through a foreign city at night, realizing how far you’ve come. Top 3 peak moments ever.

[Bilal Zuberi // Red Glass Ventures @bznotes]

I remind myself of this quite often.

[jaytee @jayger]

The most euphoric people I know right now are TCG bros

[Bluntz @Bluntz_Capital]

a bubble is just a bull market you have no exposure too

[AJC @AvgJoesCrypto]

Onchain gachas are going parabolic!

After setting new ATHs in spend volume in both March ($148.6M) and April ($184.0M), the sector is on pace to set another ATH in May ($211.2M projected). The top 6 TCG platforms by projected May spend:

1) @Collector_Crypt - $84.8M
2) @phygitals - $51.6M
3) @Courtyard_io - $50.6M
4) @Beezie - $15.8M
5) @mnstr - $4.5M
6) @renaissxyz - $3.8M

Crypto's next breakout application is here.

[PSAcard @PSAcard]

April saw a record amount of ONE PIECE cards through the grading room, captained by the collectability of Monkey D. Luffy.

It was enough to power ONE PIECE ahead of all sports categories for the month.

[jaytee @jayger]

Great TCG exposure for lazy people who don't wanna buy cards

[Ansem 🐂🀄️ @blknoiz06]

this is a good article, covers a lot of the details on @Collector_Crypt, feels like it's mostly flew under the radar but one of the few crypto consumer apps that has been doing well w/ essentially all user & revenue metrics trending up & to the right

apps with highest ceilings are the ones that also draw interest from crowds external to crypto, what was interesting about this specifically to me is that it's actually +EV for users to draw trading cards from the packs which is unlike 99% of the gacha models, emphasis on giving back to the users is apparent

@solana needs more of these to continue doing well

[Kaizen @KAIZ3NS]

In crypto terms:

We have three hyped pre-sales coming up and people will sell their altcoins for them.

The past 10 years we’ve had Hyperliquid buybacks without any VC unlocks.

Soon we’ll have a massive amount of VC coins going to TGE, with VCs and employees dumping their supply on the market for some time.

[Luke Martin @VentureCoinist]

PTJ is 71 years old.
Running a +$100B portfolio.
Been actively managing his fund for 4 decades.

And today he is working 100x harder simply due to the information overload, mostly from email.

The fire hose of information is only accelerating when you add in twitter, telegram, slack...plus Ai now generating as much new content as humans.

Human brains simply were not designed to intake this level of nonstop inbound.

Never been more clear that everyone will need their own personal team of Ai agents to sift through the slop.

[Harry Stebbings @HarryStebbings]

This is the wildest story...

"I introduced Dario to 22 friends up and down Sand Hill Road and we got 21 no's.... it was such a brutal time getting this company going." @AnjneyMidha

This company today is trading at $860BN on secondary markets... ouch.

[Peter Walker @PeterJ_Walker]

Top 5% of seed rounds now routinely topping $175M in valuation.

Up 3x effectively over the last 12 months.

Just a whiff of 2021-era ridiculousness about (even as an AI believer).

[Avi @AviFelman]

Turns out it's a good thing we didn't build a fully automated financial system out of code...

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Kpaxs @Kpaxs]

There is a specific kind of intelligence that is almost never celebrated but is consistently effective: the intelligence that recognizes when the game being played is not the game worth playing.

[OmarCameUp @OmarCameUp]

It’s only a matter of time until mfs treat them AI data centers like AVALANCHE did with them mako reactors

[Citrini @citrini]

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

[SightBringer @_The_Prophet__]

⚡️At the surface this looks absurd.

Sixteen and a half million dollars for a piece of cardboard with a cartoon on it.

Underneath, it is a signal.

Ultra rare collectibles are a monetary mirror. They reflect excess liquidity, status competition, and the search for portable stores of value that sit outside traditional financial rails. When financial assets feel crowded, politicized, or inflated, capital migrates into culture objects with fixed supply and narrative gravity.

This card checks every box.

Extremely scarce supply.
Globally recognized brand.
Deep millennial nostalgia.
Public provenance tied to a celebrity with global reach.
Auction spectacle that amplifies narrative.

Scarcity plus attention equals price.

The real story is social capital converted into monetary capital.

Logan Paul understands spectacle economics. He originally bought the card and wore it publicly. He turned a collectible into identity theater. That attention compounds value. He then exits at a record print.

That is not random.

That is liquidity engineering.

[jaytee @jayger]

Can we have GTA VI before GTA VI?

[Google DeepMind @GoogleDeepMind]

Step inside Project Genie: our experimental research prototype that lets you create, edit, and explore virtual worlds. 🌎

[Orange @OrangeSBS]

While y’all buying bitcoin gold and silver I’m collecting one piece cards

My one piece cards going parabolic

Up 22k this month

Rotate to one piece cards