Dan Romero on Warpcast

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Dan Romero pfp

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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I’m long term bullish fwiw

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tldr (tim reilly)

I think they worked the first time bc you could flex status (twitter pfp) Dont know what the channel is for that this time around

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They might find PMF in an entirely different category like RWA.

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@atlas summarize

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I think a lot of earlier successful NFTs acted as fungible. Did it matter which ape you had, or just that you had an ape? Do tokens make room for nft use cases where non fungibility is a core characteristic?

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pretty clear that memecoins have stolen the speculative fervour for this cycle but wouldn’t rule out an NFT season towards the end as ETH holders finally see some gains and want to flex

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Icetoad 🎩 🍕 🎶 🐈 💚

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Spaceman Spiff 🎩🍖

@spaceman-spiff

They said they were "for the tech", next cycle "for the art", now they are "for the culture". Different masks, same motives underneath. Some nfts will continue to gain ground, many will go to the ghost chain graveyard.

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My sense is memecoins are a better vehicle for the speculative mania. But there’s a chance NFTs get a second wind in more meaningful form factors within the creative economy thesis, like music NFTs, subscriptions, fandom access and benefits, etc.

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Still a WIP, but I wrote this for the “Friends Who Write” challenge.   https://app.t2.world/article/cm3j6lzvv66733920mcizwehcro  I could see NFTs becoming the visual front-end to the web3 creative economy. I also think (hope) we've only scratched the surface on what they can be.

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From the perspective of a crypto application, I'm definitely bullish in the long run. However, when it comes to specific NFTs as appreciating assets, only a very small fraction are likely to possess a decade-long Lindy effect. It's true that NFTs seem to have lost some hype recently, but just a few months ago, a survey by coingecko showed that still 63% of crypto users remain bullish on NFTs in the long term. The most promising use cases are gaming and metaverse items, but actually very few games can sustain a ten-year lifespan. Personally, I think the NFTs with the best chance of achieving Lindy effect might be in the art sector. 🤔

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Would be curious to hear @gmoney.eth take on this if we can summon him back

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Json🎩🐹🫂🧾

It’s getting cloudy with the tokens/coins issued via tweet or cast makes the utility portion of NFTs less relevant

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@investanything

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