"Everyone that’s doing this is looking for an interesting narrative that isn’t buying BTC” Spoke to a tradfi friend - seasoned, 40 years experience, been in crypto for many years working on structure institutional level stuff Info on new NFT treasury strategies

Being able to break down information in a simple and entertaining way is the most useful skill Many teams are well known but there’s a gap to fill with what they are building and why Packaging that information to a community that has established pre-trust is everything

Crypto brands don’t suffer from a lack of presence Most of us have consumed so much content from brands on here but have not purchased Why? Because it’s more than just visibility It’s about winning the popularity contest Those that are popular have driven their brands to become the popular choice

GameSquare acquired this punk for $5.15M They also added $10M to their treasury brining the total holdings to over $52M NFT season or not institutions are buying

I agree with the general consensus here There won’t be another nft season like the last Our industry runs on perceived value more than it does actual value Greater fool theory drives the market Like with every other niche a few NFTs will outperform the entire market There doesn’t need to be another nft season but people just need to believe institutions are coming for bias confirmation Most concepts and strategies sound better during mental maturation but people execute them anyways Institutions don’t understand this stuff as well as we do so they will make mistakes that we did but with more capital Token backed treasuries are also happening and likely won’t end well depending on the asset NFT backed treasuries are “safer” in comparison. An easier market to manipulate and calculate a supply shock for (institutions will like this) The music isn’t great it’s 4am and our best hours are likely behind us but the people are still dancing

I agree with the general consensus here - There won’t be another nft season like the last - Our industry runs on perceived value more than it does actual value - Greater fool theory drives the market - Like with every other niche a few NFTs will outperform the entire market - There doesn’t need to be another nft season but people just need to believe institutions are coming for bias confirmation - Most concepts and strategies sound better during mental maturation but people execute them anyways - Institutions don’t understand this stuff as well as we do so they will make mistakes that we did but with more capital - Token backed treasuries are also happening and likely won’t end well depending on the asset - NFT backed treasuries are “safer” in comparison. An easier market to manipulate and calculate a supply shock for (institutions will like this) The music isn’t great it’s 4am and our best hours are likely behind us but the people are still dancing

50K+ Impressions people still love NFTs

Price action still is the best marketing tool crypto has I compared two charts within the past 12 months with their search volume The results are what you're thinking they are already Nothing gets people talking more than seeing others make money without them Its the best lead magnet there is 1) We can take a look at $BTC chart the past 12 months -> Multiple ATHs were broken this year and last year -> We saw pretty good price action before the end of 2024 -> When looking at the price chart for BTC there was an aggressive run up in November - December While also looking at the search volume there is a clear spike around late November early December Imagine being told after many years and the last recession we had that BTC was dead and yet it came back to break aths under everyones nose They must have been pissed. Its the best marketing tool 2) $PENGU is the second example where this happened late last year and is currently happening as I write this Its worth mentioning as well that the price action search happens because of traditional PR talks about the token All while social media shows them the token in a different perspective. All consumers are being targeted in angle that they are familiar with It is a mixture of being everywhere at once including the marketing tactics that web3 considers dead like billboards, television and very basic product seeding Lets take a look at the $PENGU chart -> Multiple spikes through this year and last year -> The spikes in price action happen when the token was initially launched and the current run up it has been on -> There was a bit of a down period as well where majority of gap selling "information selling" via regular marketing distribution took place This is my personal perception but I have seen a different marketing initiative during the flat zone and the one we are in now Then token was talked about in different ways between then and now Before it was more about education and an awareness phase despite it being down from ATH Now its more about re-showing what people already heard about months ago being a valuable and attractive asset Attractive asset = reflective of price action and social media popularity Now lets look at the search volume for the token -> There was a massive search and spike when the token went live during the initial launch and airdrop strategy -> After the initial there was a massive drop off and like the chart just flatlined inn preparation for now -> Now we are seeing a resurgence in price action and in search volume. Hand in hand as it should be Like I mentioned before its important to note that without native distribution the price action doesn't really matter Many tokens and things have mooned over the years and did crazy multiples but not much search volume behind them Generally people need to know whats going on before they can begin to obsess about it Most of the frame that people know about is the one where every now and then a crypto coin comes and does crazy numbers They have all heard the moonshot stories and the I knew someone from high school that had BTC back then Recreating and validating their current frame and experience with the new thing that appeals to that is the key Thus why probably why both $BTC and $PENGU drive that curiosity out of them One being the former story they heard about and $PENGU potentially re-writing history for them in real time if they don't act on it I am not comparing $BTC and $PENGU at all but when it comes to using existing frames on buyer psychology they overlap Just my two cents

InfoFi created bad incentives to make money The new era will offer more ways to get a nice stimmy Lets look at the opportunities [ A THREAD } 1/6

Win the crypto twitter popularity contest Every niche has a popularity and cool group The best brands today are cool and popular It’s a reflection of value creation Most people that have something impressive usually have clout There’s odd cases where that doesn’t happen sure but many where it does CT can also be used a spring board for further activations for really good brands Many products that are built on here will scale to greater things in a decade or two There will always be noise but you forget to talk about the signal translated by signal callers Deep pockets exist on CT that can’t be accessed or communicated with directly anywhere else in the world These people follow the signal and it’s critically important for teams to unlock it How you use CT or don’t is up to the individual. Worse case scenario: skill issue Engagement is also a great reinforcer that someone else validates your decision That goes a long way with investing, scaling a product, winning popularly or anything People want to know that they are not crazy and when they see likes + engagements on other peoples accounts they’re validated Which will turn in to money or revenue generation downstream Especially learning how to translate engagement to predictable revenue TLDR Clout on Twitter is a lagging indicator of something you’ve done of value to obtain it It’s dominated by signal that turns to capital when communicated properly and loudly (at the right time) Engagement is reinforcement for potential impact and is a lagging indicator of impact (or a leading indicator if you’re growing) Likes don’t find companies or generate revenue but reinforced bias publicly for sure do I’ve been having this conversation with good friends lately Its a conversation worth having and debating