Rob’

how it feels to drop a perfect arigato gozaimasu for the cute waitress at the hot pot restaurant (she’s latina and the place is korean)

To state what's obvious - Claynosaurz is not moving to ETH. That ship sailed a long time ago. It doesn't make sense from a technical perspective or advance the company's long-term vision. Claynosaurz is a collector-focused project - built for collectors, not flippers or high volume. Those simply aren't the right metrics for Claynosaurz. I also think Claynosaurz will create its own marketplace at some point -- and maybe soon with the decline of Tensor and Magic Eden. It just makes too much sense, given the long-term vision with the achievement system, merchandise, etc. It would be chain-agnostic (with those mechanics running in the background) and would probably feature the three main collections: OGs, Sagas, and Popkins. As for the other collections - clay, claymakers, etc. - the team has hinted at a future burn for XP, which, at some point, will become the basis for allocating the equity token. That would further consolidate the collections and put the focus squarely on the characters - the characters you'll soon be playing/watching in the upcoming game and TV series. Anyway, some random thoughts, given the state of the timeline. Claynosaurz is built different and not really sure there are many, if any, useful comps, at least in Web 3. Dream big. 🌋🚀

guy who extracted $1B from the trenches and faked an airdrop a year ago wants you to tell you to run it back

Extraction loop has come to an end, everyone is poor including the remaining founders themselves.

@FabianoSolana Claynoz data is wrong. ATH was 6000$ per NFT.

BAYC went from over $400K to $10K That says everything about the current state of NFTs And most of them have already played their most valuable card: A token

@Farellis_ @sylvaindurig Je garde mes Claynosaurz car je les ai acheté bas, staké pour 1 an avec deux jetons à venir. C'est un fond de portefeuille, n/s avec un bon upside. Pour les Hypurr vu la valo du floor je basarderais, ca depend du poids dans ton pf...

On pointe souvent du doigt les cryptos qui se prennent des -90% mais je trouve qu'on oublie souvent qu'il faut se débarasser de ses NFT lorsque le bearmarket pointe son nez. Normalement je ne holde aucun NFT mais j'ai fais une exception, j'ai acheté un MadLads en Octobre/Novembre dernier dans l'objectif d'avoir une alloc sympa pour l'airdrop Backpack => acheté 8k aujourd'hui il vaut à peine 800$ pour une alloc de 200$ Le second NFT est un Hypurr que j'ai acheté 500 HYPE quand le HYPE était vers 24$ dans l'objectif d'avoir une alloc pour le prochain airdrop d'Hyperliquid, je m'interroge réellement sur le fait de le garder ou non, j'ai l'impression que je vais refaire la même erreur... Vous avez encore des NFT de votre côté ?

Now that the full tokenomics are out and TGE wrapped yesterday, I've been trying to organize my thoughts. On price first. For people who actively farmed points as an investment (which I believe is most users) it's hard to argue this wasn't a disappointing outcome regardless of where the price goes from here. You spent the past year using the product almost every day, dealing with stress and opportunity cost, only to find out someone who did nothing and just bought yesterday could have ended up with more tokens with zero effort. That said, while it's easy to feel frustrated and want to find someone to blame, no one forced anyone to do this. It was our own decision and that's just the reality of investing. Rather than pointing fingers, it's probably healthier to accept it, move on, and focus on what comes next. On the equity conversion utility. I do think it's genuinely innovative and nothing like this has ever been offered by an exchange token before. But in practice, most people care far more about token performance than equity because only 20% of the company is allocated to the pool, there's dilution risk going forward, and at the same valuation, exiting via the token is simply way more profitable than converting into equity. It's better understood as an insurance policy rather than a primary source of upside. There's also a structural misalignment worth noting. The team has no direct token allocation and their only upside comes through company equity. That's very different from a project like Hyperliquid where team incentives are more directly tied to token performance. To be fair, token performance is directly tied to the growth of Backpack so the team does care about the token but the incentive structure is just fundamentally different. The time horizons don't help either. The team can afford to wait years because their potential upside through an IPO is massive. Most token holders however are working with a capped 20% pool subject to ongoing dilution. If the team genuinely wants to deepen alignment with token holders going forward, mechanisms like token buybacks, fee sharing, or increasing the equity share (or at least redistributing forfeited equity to ongoing stakers) for token holders would go a long way. Overall, while the TGE was disappointing, it doesn’t change my conviction in the team or the product and I am geuninely excited for what's coming. That said, this feels like a moment where the team needs to think more deeply about how to better align with token holders going forward. Without stronger alignment with token holders, this whole token to equity model could end up being all flash and no substance.

Grabbed a @Claynosaurz finally 🤙 🦕 As an aspiring IP brand, I wanted to show some support towards other creatives working hard in this crazy space I also selfishly want to meet new people that love NFTs, so please say hi!

@swivaljaw @bHARAT22391 Hello cousin

Since the KOLs declared CT dead. I can let my new rex roam freely 😍😍😍

Disappointed in the Mad Lads NFT allocation. Think it will torn the community apart on the short term. However 240M$ FDV for $BP is peak fud. I'm a buyer here.

@rektober Agreed, depends on the mood of the orange man now

call me dumb but this is a great area to bid sp500

@iruletrenches Lob pilled

a religion is forming

@Weierstrass13 Received it too today 😎

Look what came in today 👀 Dactyl Express delivered my Claynosaurz hoodie 🌋 Top quality merch, winter is ending so I will have to wait for next one, but very comfy and warm hoodie 🔥

the season of touching grass is here

New acquisition, new PFP ! Claynosaurz is one of those projects where collecting just feels right. Every piece has its own identity, its own vibe, and this one instantly clicked for me. Very proud to add this grail to my collection 💛

Bought! Staked! Pfp! Introducing the latest member to join The Smug Bastards: Creeper he’s a Smug Aqua Apres Raptor. This Clayno features a color skin combo that I been wanting since the mint, I had to add this to my collection once I saw it listed. I saved for months and it’s the most I ever spent on any type of Collectable, shit it’s the most I spent on any single item aside from buying a car. With grails being bought left and right I was watching this since it was listed hoping no one bought it, days and days went by, the anxiety was high and then I had enough. I’m so happy to have this one, when I showed my boy he lit up asking can you buy that one, and I was lucky to say yes this is ours! His reply was why he Creeping around 😂 I said he’s looking for food and now ya know where the name comes from. Shoutout @Degen_Bald_Boy for helping me introduce my newest Clayno in an Epic way 🤝 #NewProfilePic

@bHARAT22391 @Claynosaurz What the hell, incredible piece !

@mattyboy_34 @JurassicLeonard Incroyable Matt, gg ! 🌋

@champdegods @pudgypenguins @Claynosaurz Welcome Champ 🌋

One of these communities is overrated. 🐧 @pudgypenguins 🦖 @Claynosaurz I’m holding both… but only ONE actually shows up. Prove me wrong 👇 Drop your community + let’s see who dominates