Founder, Brothers Of DeFi (BODE). Discipline‑first DeFi & AI governance. Built HiphFi, test Hip Hop, creators & fans use of $Crypto.
Lead @BrooklynTechWeek
Some Bored Apes in the last 7 days:
Justin Bieber killed it in Coachella with just a mic, laptop, & HDMI cable
LaMelo Ball led Hornets in Play-In win vs. Heat
Steph Curry led Warriors in Play-In win vs. Clippers
Snoop Dogg opening a Dr. Bombay Ice Cream store in LA this 4/20
Boring 🥱
The global NFT market right now: $1.55B Market Cap. $1.34M 24h Volume.
Let's put that into perspective:
1/ The Valuation Reality Check
• Against Crypto: The entire history of NFTs combined (every Punk, BAYC, Fidenza, and Web3 game) is worth less than a single dog wearing a hat $WIF. It’s half the size of $PEPE, and a mere fraction of $DOGE.
• Against Collectibles: Forget Fine Art. The global NFT space is currently 3x smaller than the used luxury watch market, and 5x smaller than the sneaker resale market. An industry that promised to "digitize all assets" is vastly outsized by flipped Jordans.
• Against TradFi: $1.55B is the valuation of a single mid-range Swiss watch brand, or a fraction of a mid-tier fast-food chain like Shake Shack.
The entire world of Web3 art, culture, and gaming combined is not even equal to the value of a single memecoin.
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2/ The Actual Users
Let’s do the math on that $1.34M daily volume. If we assume the average NFT transaction is $300 (a blend of Blur whales and retail trading junk), that gives us ~4,400 total transactions worldwide per day.
Subtract the 70% consisting of bot wash-trading to farm points on platforms like Blur or Magic Eden. Your global Real DAU drops to just 1,500 - 3,000 people.
A fun comparison: 3,000 people is less than half the capacity of a high school basketball gym.
Fewer people are actively trading NFTs around the world right now than the foot traffic passing through a local mall in a two-hour window.
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Mass adoption hasn't happened.
We are operating in a concentrated private club of just 3,000 members. But this isn't a graveyard, it’s the absolute floor.
The tourists are gone. The $1.55B is a foundation held by the most convicted builders in Web3. If dog coins command $3B on pure hype and used shoes are a $10B industry, the upside asymmetry for digital culture is unprecedented.
We aren't playing a zero-sum game. We are laying the groundwork for the next cycle.
And when mass adoption finally arrives, it will be built exactly by these 3,000 people who stayed when everyone else left.
Excellent analogy: Post-Mythos, LLMs have fully surpassed human hackers. Proving something is safe means spending more tokens than attackers will.
That's the PoW security model to a tee. Cryptoeconomics now applies to all software.
Recommended reading👇
https://t.co/pCVI5MsvNA
@ntropiq@unstoppableweb Happy to support! Here's my submission: https://t.co/hmlGyKLXBp
HiphFi Launchpad the nexus of Hip-Hop, Ai/DeFi where artists launch, own & control their "Masters, IP" without giving up their soul. Where super fans support artists and earn rewards.
#GetWealthyHustleTrying!
Anthropic just dropped a 33-page guide that turns Claude into a super tool. 280,000 skills in <6 months (#1 skill has 500K installs)
best part is it only takes 15 mins, heres how it works
- tell claude what to do, connect a tool (e.g. stripe), done. you never have to teach it again.
> payments: create virtual bank cards for your agents via stripe
> trading: execute trades, pull stock prices, run trading strats
> sales: deal tracking, email outreach (e.g. salesforce)
> code review: reviews codebase surfaces bugs and fixes.
> e-commerce: create shopping agents, inventory management
> financial modeling: income statements, balance sheet analysis
the top skill already has 500K installs.
openai and microsoft have already adopted anthropic's skill framework, this isnt a feature its more of a distribution network
check it out for yourself
@calilyliu & Then there's the Creator-Economy #HiphFi: Ent, Music, Masters & the IP aspect.
For artists-creators we mine for more than just $, we BUIDL for freedom & the right to own our Masters/IP. The revolution will be decentralized & it will be rhythmic.
#BrothersOfDeFi#TheFloBeWithYou
@calilyliu & Then there's the Creator-Economy #HiphFi: Ent, Music, Masters & the IP aspect.
For artists-creators we mine for more than just $, we BUIDL for freedom & the right to own our Masters/IP. The revolution will be decentralized & it will be rhythmic.
#BrothersOfDeFi#TheFloBeWithYou
@ysiu & There's the Creator-Economy-#HiphFi:
Ent Music Masters & the IP aspect.
For artists-creators we mine for more than just data, we mine for freedom and the right to own our Masters/IP. The revolution will be decentralized and it will be rhythmic.
#BrothersOfDeFi#TheFloBeWithYou
On July 30th, we're hosting a Livestream to celebrate 10 years of Ethereum.
- Relive history with @VitalikButerin & @ethereumJoseph
- Set the vision for the next decade with @tkstanczak & @hwwonx
- Hear from builders across the globe
Join us at 2:30pm UTC.