pokémon

Pokémon ENS will become the EtherRock of ENS with much better liquidity and four main value tranches (Gen1, Gen2, Gen3, All other Gens)

The thesis is simple. The largest IP on the planet all 1/1s on the greatest world computer.

A thread 🧵

1/ Pokémon ENS has only a little over 1000 Pokémon so each is a rare 1/1

Even Pokémon like Metapod will sell for eye watering numbers as the nostalgia takes hold. Approx $500,000 at 50 ETH floor with ETH trading at $10K

2/ Pokémon ENS has the strongest grass roots community in all of ENS. Even Teller and Vision.io understand where the wind is blowing by the support they show

52 billion Pokémon cards were printed last year. Now imagine only 1/1s of each 1025 Pokémon. The math is astronomical

3/ Even at $4 per pack and 10 cards per pack this means there was $20.8 billion in value printed in cards just last year—in one year

Translate that to 1025 1/1 Pokémon ENS names it puts them at $20.3 million per name (close to the highest alien punk sale)

How this value will be stratified across the four tranches will be seen but securing a Gen1 could very well be generational wealth on an IP that continues to capture each new generation of kids/adults and has tremendous staying power