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Dan Romero
@dwr.eth
Bull case for NFTs this cycle is 1) non-fungible media make them more fun than fungibles 2) belief that they will be more Lindy on a decade long horizon (ie crypto hodler mentality) Bear case is 1) memetic speculation is reduced to its purest form in memecoins 2) decade long horizon is way more of a wealth sink 3) Doge is an example of Lindy memecoin
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ccarella
@ccarella.eth
They might find PMF in an entirely different category like RWA.
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Dan Romero
@dwr.eth
I’m skeptical since it’s not uniquely enabled by crypto.
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