six
@six
Ngl i have mild concerns that this legendary goated historic collection is on zora chain Obv very bullish zora but does seem like a point of risk compared to something like Base.
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alex
@proxystudio.eth
I know this is massively midcurve of me but I simply can’t bring myself to make a thesis about NFTs I feel so tired when I start But I think it’s cool you’ve been doing this, and I’m glad that the Gaia trade played out in your favor that was an actual thesis + execution maneuver
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six
@six
For NFT collections in general I’m of the opinion that wealth effects from fungible assets will drive demand for scarce/exclusive status or identity symbols that fungies don’t provide For FCOGs specifically tho i don’t really think of this as a “trade”. I’ll hold my airdrop forever for emotional reasons, bought a second one as long term investment but regret that tbh. There are superior vehicles for “betting on Farcaster”
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six
@six
The OP tweet was less about the investment risk and more about like chain centralization/security risk (which tbh may translate into less buyers too)
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