phel ❚ ❚

Data Scientist & Crypto/NFT Enthousiast

[Sergito ❚ ❚ @sergitosergito]

Dear Meebs, holding a Meebit qualified you for the Monad airdrop yet only 17% of you claimed, leaving about $2mm on the table.

I’m keen to understand why and how MeebCo can do a better job of keeping you informed of things like these. Please comment below or DM me.

[MacroStrategy @MacroStrategy__]

Thought it might be a good idea to tackle some misunderstandings about auctions used in MacroStrategy

I want to clarify so everyone has an accurate picture.

1. “MSTR lowers the floor” - this is factually incorrect

Every MSTR auction is paired: a sale and a buy. The sale temporarily releases inventory, and the corresponding buy takes tokens off the market for some amount of time, often longer as auctions lengthen.

The net effect is reduced circulating supply, which is bullish, not bearish.

MSTR does not create additional sell pressure beyond what already exists in the market. It creates activity and price discovery, not downward pressure.

2. “TW holds tokens longer, therefore better for floors” - not true in practice

TW currently has a 20% markup that can prevent activity for long stretches, which means tokens often can’t be sold for extended periods.

In fast-moving markets this can actually shorten the hold time, because the stale listing simply doesn't adapt.

As MSTR auctions scale up and lengthen in time horizon, they are likely to keep tokens off the market longer than TW’s model, not shorter.

The “impatient whale” analogy simply doesn’t reflect how the mechanism works.

3. “TW supports collections more” - this gets the economics backwards

TW is not returning revenue to NFT communities.
MSTR is.

MSTR channels protocol tax revenue directly back into the NFTs it supports, and it does so with a much lower protocol fee than TW.

TW extracts more and returns less, which is fine, but it’s important to be factual:

MSTR → tax flows back to the collection

TW → higher fees, no tax return to the NFT community

Economically, the MSTR model is strictly more aligned with NFT holders.

4. Auctions keep the flywheel alive - markup systems stall it

The TW markup system works in very specific conditions (fast uptrends). In sideways or gently downtrending markets, which is most of the time, the markup becomes a blocker:

- Listings go stale
- Tokens get “stuck”
- Liquidity dries up
- No one trades
- Floors go down through inactivity

MSTR’s auction model does the opposite: it keeps tokens moving, maintains voluntary participation, and incentivizes real activity.

“Dead tokens” are the enemy of healthy floors and auctions avoid that.

A market with no trading is a dying market.

5. Downtrends aren’t caused by MSTR, they’re caused by fundamentals

If a collection trends down, it’s due to:

- macro sentiment
- demand shifting
- liquidity rotation
- holders choosing to sell

An NFT protocol cannot manufacture price. All MSTR does is make price discovery more efficient, which actually helps holders understand where true demand is.

Suggesting an NFT collection would prefer no buyers, no sellers, no activity just to preserve an artificially inflated floor misunderstands what keeps communities alive.

The healthiest collections have consistent, organic engagement.

Activity is oxygen.

Closing thoughts:
Innovation in NFT liquidity models is good for the ecosystem. TW’s design is great in certain scenarios; MSTR’s design is great in others.

Both can coexist, and both can support collections. But the idea that MSTR is “predatory” or “negative for NFTs” is simply not accurate.

The mechanism:
- creates balanced buy/sell cycles
- removes supply from the market
- channels more value back to NFT communities
- keeps activity and engagement alive
- operates with lower fees and stronger incentives

That’s not predatory. That’s alignment.

MacroStrategy is not a 'buy and hold forever' protocol and was never intended as that. However it does take tokens off the market for a period of time and the net result of that is always to push the floor price up, compared to the protocol not existing.

Anyone who suggests otherwise hasn't thought this through.

If anyone wants to dig deeper into the mechanics, happy to share full details. Transparency is key, and we want communities to feel 100% confident in how these systems work.

[Meebits @MeebitsNFTs]

1/ Introducing the Meebits AI Toy Early Access Pass.

Holders of this NFT will be eligible to claim one physical Meebits x Curio AI Plush as well as digital rewards from MeebCo.

Mint Details:
📍 @opensea
🗓️ Nov 12
⏲️ 10am EST
💵 0.05e

Physical claim date: November 22.

[phel ❚ ❚ @pheldot]

Just Registered for the @MacroStrategy__ airdrop
#MacroStrategy

https://t.co/p8sAq77KA0

[Meebits @MeebitsNFTs]

Meet Camogen.

A generative print experience born from the Meebits collection. Coded by Larva Labs, brought to life by MeebCo.

🏠 Oct 18 - IRL for Larfa attendees at Art Blocks Gallery

🌐 Oct 20/21 - Online for Meebits & $MEEBSTR holders

[Meebits @MeebitsNFTs]

Meebits Pins
Series 1 - "The World is Yours"
Set: Marfa
NFT Supply: 50
Cost: 50 APE
Date: Monday Sept. 29th

Mint Waves:
Tokyo Full Set holders*: 5am to 10am EST
Tokyo Pin holders and Meebits: 10am-11am EST
Public: 11am-12pm EST

*As of 5pm EST on 9/28 snapshot.

[Sergito ❚ ❚ @sergitosergito]

Another exciting day in Meetropolis. Chikai and Justin are world-class innovators. They both fell in love with Meebits this year and have been helping us ideate for the future. It’s an honor to have them on the team.

[phel ❚ ❚ @pheldot]

Proud to own this full suit Meebit

@sergitosergito

making the right moves in this mkt

@MeebitsNFTs

very undervalued at these levels

[EricF @EricCLFung]

Proud to own this full suit Meebit

@sergitosergito
making the right moves in this mkt

@MeebitsNFTs
very undervalued at these levels

[Meebits @MeebitsNFTs]

Thrilled to share that @pents90 and @matthall2000 of Larva Labs have joined MeebCo as strategic advisors. As the creators of Meebits, this ensures we honor and build on their legacy. Their vision shaped our foundation and together we'll carry it forward into an ambitious future.

[Meebits @MeebitsNFTs]

Attention Meebits:

The legacy website will be sunset today and replaced with our temporary marketing site while the team builds our new web experience. You may notice brief disruptions to marketplace images, though no lasting outages are expected.

If you need assistance, please reach out to the MeebCo team on Discord.

[phel ❚ ❚ @pheldot]

@sergitosergito

[Meebits @MeebitsNFTs]

The 10th daily MeebCo Upcycling trade has been executed!

MeebCo received Meebits #3906, #5191, #13226, #19280 in exchange for #1637, a Pig rocking the Snoutz Cap + Tee combo alongside a Gold Chain. We'll be back again tomorrow ♻️

[phel ❚ ❚ @pheldot]

Art PFPs

[Sergito ❚ ❚ @sergitosergito]

Art PFPs

[gwendall @gwendall]

NPCs… but in the real world 👀

Just shipped AR in ExoCam / MeebCam - drop any character into your space and watch them come alive in a tap!

Demo + links below 👇

[Sergito ❚ ❚ @sergitosergito]

The total market cap of the Top 10 Character IP collections is $4.3b (Punks are 45% of that).

This is 10% less than the market cap of $PEPE. Wild.

[phel ❚ ❚ @pheldot]

Was touching grass and missed my own upcycling!

I am so happy and grateful to @MeebitCompany ! I finally found my full suit meeb 🔥
Many thanks to the team, you simply rock 🙏

[Meebits @MeebitsNFTs]

The fifth daily MeebCo Upcycling trade has been executed!

MeebCo received Meebits #4497 and #7823 in exchange for #5277, a Full Suit Mustached redhead. We'll be back again tomorrow ♻️

[Sergito ❚ ❚ @sergitosergito]

Couple more stream appearances on deck today! At 10am I’ll be with @wagmigently, NFT Lead at Monad, and then back online with Hunter at 5pm est.

Lots of fun things to talk about as things heat up in Meetropolis.

[Sovan @dustling_gg]

Being here today means you’re ahead of billions tomorrow, @sergitosergito on how being early is a blessing in web3.

Build or Learn something.

@jusup11 @opendanny @pipeline_xyz 📷

[bailey ❚ ❚ @bailey_tattoo]

Day 1,329 🖤

#dailybaileyblenderrender

@sgsaltysoldier w/ the shadow extraction maneuver 💥👻

[Meebits @MeebitsNFTs]

The fourth daily MeebCo Upcycling trade has been executed!

MeebCo swept 15 Meebits with the 12.5e proceeds received in exchange for #10015, a Skull-gang Robot flexing a Gold Chain and Neon Sneakers. We'll be back again tomorrow!