No doubt we'll see people 'inventing' NFTfi mechanisms from 2021 for PokeFi and soon for other collectibles AMMs: @sudoswap @NFTX_ Lending: @NFTfi @blur_io's Blend Fractionalisation: @tessera @LiquidMarketpl Options: Putty / Cally (@pumpdotfun 3 pivots ago) Perps: @nftperp Treasuries: @floordao A lot of lessons to give of why they failed and the mistakes to not make
The hype around Pokémon cards and collectibles right now is just the first sign of the risk-on environment we’re slowly but surely moving into. It’s becoming pretty clear this will naturally evolve into NFT Season 2.0 toward the end of the cycle. As risk-on returns, collectibles will lead the way, and NFTs are the ultimate collectible capital market. Season 2.0 seems inevitable, may it be in the form of RWAs or natively on-chain. Bullish Collector. Bullish Beezie. Bullish Pudgy Penguins. Bullish Moonbirds. Bullish on every collectible backed by culture as its ultimate moat.
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