Derek Snook

Digital collectibles, companies, and brands @dapperlabs @CandyDigital @PaniniAmerica @NBATopShot @NFLALLDAY @NHLBreakaway are missing massive money right now—and it’s hiding in plain sight. Listen on 1.5 - 2x. Retail figured this out decades ago: 60–80% of purchases at big box and grocery stores are unplanned Amazon drives ~35% of revenue from recommendations (and the data of what buyers like and want is something that digital platforms really have an advantage over physical with). But digital collectibles platforms still split everything up. That’s like going to a store for a baseball glove… then getting back in your car to drive 5 miles to the other side of town to buy a basketball. It kills: - impulse buying - cross-selling - collector momentum Meanwhile Panini has: 👉 one login 👉 multiple sports 👉 constant cross-buying Come for Messi → leave with LeBron. That success is reflected in their collector base and floor prices. And we’re not even using the data yet: - recommend what collectors actually like suggest trades - use data to help collectors complete sets That’s another 30–50% upside on top. Now combine that with: - finite supply - competitive collectors - dopamine-driven buying …and you don’t get incremental growth. You get parabolic markets. The Ohtani rookies are a great example. I bought 8 between $100 and $200 because I viewed @CandyDigital as a suppressed market above. The owner of the 17/ had bought it for $500 and his friend bought 8 more. That means there are 17 of the 24 not in packs locked up, and the floor is now $900. And that's in a down market for Candy before self custody or anything of the things above happen. Considering that Ohtani's physical /25 /50 rookies regularly go for $500k +- and there's a whole lot more of them overall, I'd say that these digital ones have a long ways to run. We don’t need more assets. We need: 👉 one marketplace w/ less friction for ease of use to increase buying among existing collectors and make it easy for new collectors 👉 better use of data to make buyer/seller recommendations That’s when prices REALLY unlock 🚀🚀🚀 This is a ways off still, but the direction we are headed to and I do not plan to even consider selling before. #DigitalCollectibles #NFTs #SportsCards #TradingCards #Panini #DapperLabs #NBATopShot #NFLAllDay #MLB #Collectibles #Web3 #SportsNFT #Investing #AltAssets #Marketplace #CardCollecting #CryptoCollectibles

@TheELBushman Last two games have been tough losses for sure. We will see if they have the grit to bounce back.

Uh oh. Have the Rays started their slump??? #RaysUp

@ltw0303 @ltw0303 Think Junior hits 50 home runs this year?!?!?

I truly believe the Rays are a 2018 Tommy Pham add away from being not just an AL contender but a WS contender. Who is that 2018 Tommy Pham ..well that's what Erik and co i feel are trying to find out #Raysup

@garyvee @veefriends @garyvee what do you think about The Lonely Bug collection that you did with Liam Payne? I think they’re super cool and they came out right around @veefriends V1!

if youre a serious NFT collector - my personal opinion is you must own at least 1 Series 1 @veefriends NFT ..for so many of you it was VF and my content thst tarted your journey, now is as good as a time to get in as any, it would mean the world to me if you got your first one and i assure you, as long as i am blessed with good health, i will build this thing for the rest of my life ... effectively ! opensea.io/collection/vee…

Jacob Misiorowski has the highest ceiling of any pitcher in baseball. This is an alien

@MarginSports @Topps @taTata_cards @Topps @ToppsDigital ^^^

Please fix your Topps NFT assets (which you broke) and develop an OpenSea landing page as promised. Your customers have dropped millions of dollars, and have continued to be supportive along the way. Radio silence for over a year is no way to treat your customers. I guess this is what happens when you build a monopoly. The consumer will always suffer. Terrible customer experience, and even worse customer service.

JUST PULLED: Munetaka Murakami's 1-of-1 Team Japan card 🇯🇵 (via @taTata_cards)

Could be a Cy Young year...

@garyvee @veefriends I'll hold long term. I'm a big fan of The Lonely Bug that you did with Liam Payne.

Sending several @veefriends series 2 NFT’s for free to serious collectors here on crypto twitter - not looking for new wallets or people clearly flipping, this giveaway and karma play is to give an nft to a serious nft collector, one that would clearly appreciate it and hold it long term and maybe explore our echo system deeper because of the kindness of this gesture - pls please your wallet address in reply to this post

@fungibleguy_eth Candy digital mlb

What’s the best buy in the entire NFT space right now?

@CandyDigital Diamond economy 💎💎💎

Excited for this one 🔥

@Dwdwdwdw112233 @pengu_18 Other than Ohtani*

@derekcsnook @pengu_18 Anything is possible but that seems pretty unlikely (the best Dominican player part). HOF definitely could see with some longevity

ポテンシャルはJuan Soto ただし守備走塁は本家より酷いJunior Caminero

@Dwdwdwdw112233 @pengu_18 Sorry I meant greatest player ever, not just Dominican

@grok @SportsIndy97 Got it. I guess I was just comparing his 8 home runs to junior caminero’s 13 @grok

No, Nick Kurtz is off to a strong start in 2026 for the Athletics. Through late May he's hitting ~.280 with 8 HR, 35-37 RBI, and an OPS around .930 (top 10 in AL), while leading the league in OBP. He's been a consistent force at the plate and part of the early MVP chatter, not struggling at all.

#MLB American MVP Race (5/25) 1. #Yankees Aaron Judge 2. #Royals Bobby Witt Jr 3. #Astros Yordan Alvarez 4. #Athletics Nick Kurts 5. #Yankees Ben Rice 6. #Rays Junior Caminero 7. #Guardians Jose Ramirez⬆️1 8. #Athletics Shea Langliers⬆️N/A

@Topps @End_Fanatics

Show us a trading card that's NEVER leaving your collection...

@Jeremybtc Buy more

If crypto ended up dying from here What's your plan B?

Major part of the discussion I’ve never seen adequately discussed is the difference between VC backed and non VC backed digital collectibles companies. VC is often growth at all cost and - especially with the strong royalty chains not being an option in 2021 - would push these companies to overproduce to make cash, and, well, here we are. Everyone gets angry at the companies but nobody has ever sat in a board meeting with VCs pressing you to increase revenue in the next quarter or else. As a VC backed founder I’m like 95% this was part of the problem for sports digital collectibles in 2021-2022, and that @paninitracker is not VC backed benefited them because they didn’t have the same pressure to overprint. Because I’m a VC backed marketplace founder, I applied that thinking cap, researched everyone on the board and all the various marketplaces, and picked hard core Ohtani @CandyDigital as the best long term value for the price. We will see where it all goes!

Yea. I’m still keeping an eye out but no buying opportunities for what I’m interested in, which to me says there’s a strong collector base. I didn’t do what I did at Candy which is spend a ton of time dming owners and building relationships etc which can open more doors, but there weren’t panic listers on the stuff I wanted and in fact someone was buying what I wanted.

@derekcsnook @CandyDigital @ToppsDigital @paninitracker @NFLALLDAY @NBATopShot @dapperlabs I was surprised too, i did not realize how committed they are. Some serious investments were made when All Day opened up, i personally loved it in the beginning, it was a lot of fun and $$ to be made but then of course supply and bad decision making ruined the momentum.

December, 2025: - @CandyDigital dead - @ToppsDigital safe bet because of self custody - @paninitracker flying high on life - @NFLALLDAY stagnating but hanging - @NBATopShot up and down but improving May, 2026: - @CandyDigital risen from the dead - @ToppsDigital completely bailed on all customers / temporarily maybe permanently dead - @paninitracker couldn't get any higher on life - @NFLALLDAY seemingly on life support - @NBATopShot since it's sibling is on life support, the FUDers say it may be next. Given all the change in the last 6 months, one thing I think we can be fairly confident of is that the next 6 months may have just as much change in store in this very new wild, wild, west space. For anyone that's overly bullish or overly bearish about a brand in the world of sports digital collectibles, I would suggest this short but educational wise Chinese parable: There was once an old farmer in ancient China who lived a simple life with his son and a few animals. One day, his only horse ran away and disappeared into the mountains. The neighbors came to console him: “Oh, what terrible luck! Losing your horse at your age is such a misfortune.” The farmer simply replied, “Maybe.” A few days later, the horse returned — and it brought with it a herd of wild horses from the mountains. The neighbors rushed over, exclaiming: “What incredible luck! Now you have many horses. You’re so fortunate!” The farmer again said, “Maybe.” The next morning, the farmer’s son tried to break in one of the wild horses. He was thrown off and broke his leg badly. The neighbors offered their sympathy: “How awful! Your son is now crippled. What bad luck.” The farmer responded once more, “Maybe.” A short time later, war broke out in the region. The emperor’s army came through the village and conscripted every able-bodied young man to fight. The farmer’s son, with his broken leg, was left behind. The neighbors said: “You are so lucky! All the other young men have gone off to war, and most will never return. Your son is safe.” The farmer smiled and replied, “Maybe.” @CandyDigital @NBATopShot @paninitracker @NHLBreakaway @ToppsDigital @NFLALLDAY

@kenny_kellan7 @CandyDigital @ToppsDigital @paninitracker @NFLALLDAY @NBATopShot @dapperlabs I went to @NFLALLDAY to see if people were dumping some Mahomes stuff I wanted. But they weren’t. In fact, someone was buying. Held up a good bit better than Candy did when bad news came out tbh.

@derekcsnook @CandyDigital @ToppsDigital @paninitracker @NFLALLDAY @NBATopShot Haha no i know dude. I totally get the outsiders view after seeing what just happened to All Day. I know you’re not fudding or anything but peeps dont seem to realize how different @NFLALLDAY is. @dapperlabs latest moves tell me they only want to focus on their core project. TS

@St1ngray2 @kenny_kellan7 @NBATopShot Who is next years class?

@kenny_kellan7 @NBATopShot Man I wish these fools who were spending money on Panini NFTs would just do the right thing and LOOK at Topshot again... The product is so far superior than Panini its mind blowing!

Stop the FUD you psychos 😂 @NBATopShot users