Drew Austin

We’re opening up our first investment Partner role at @RedBeardVC. Entrepreneurial investor, deep crypto + frontier tech passion, proven fundraising network. This is a ground-up role helping build Fund II and scale Denarii Labs. Not a job post, DM me to talk.

A lot of ⁦@NBATopShot⁩ rare moment analytics look like this lately, have you noticed ? #isthisAnything ⁦

A small beauty that we take for granted in digital collecting – instant liquidity. A collector jumped on the secondary marketplace and grabbed a sealed Freshman Gems Case Topper pack for $625 – the original owner was able to cash out their investment with a nice monetary gain and the buyer took a shot. The Reveal: #1 Freshman Gems Kon Knueppel 💎 There was already a standing $1,900 offer on the Moment, but within minutes, another buyer slid in and grabbed it for $2,007. On-chain transparency, instantly settled, all in under an hour. The market moves at internet speed, not postal speed. No grading backlog or 'lottery' on grade. No shipping risk. No “lost in the mail.” No insurance claims or chargebacks. No wondering if the corner got dinged in transit. No return fraud. No “item not as described.” No worrying about scamming from the buyer after delivery. Just instant provenance, instant liquidity, and instant flex.

Have $FLOW - @flow_blockchain - sitting around and want to earn? Deposit it into our Automated Liquidity vault and earn two ways: 1. DEX-based fee generation 2. KittyPunch's Kitty Points 8.30% APY currently and our points play a critical rewarding role in the upcoming economy.

KittyPunch automated liquidity vaults, powered by @amplifi_LQ, are now fully live on @flow_blockchain. Earn DEX-powered yield on your FLOW, USD Stablecoins, BTC, ETH, and FROTH via one-click deposit vaults. Every vault also earns Kitty Points for boosted rewards! 👀🐱

We have a very significant announcement here that will change how we think about the AI landscape. We have built a brand new model for @Fin_ai, called Apex, which has a higher resolution rate, fewer hallucinations, and is far cheaper than any other model provided by any other company in the world. And it isn't close. This is an incredibly hard thing to achieve, and is only possible with the domain specific proprietary evals from our billions of human and agent customer service interaction data points. We also have a flywheel here where we will continue to get better at the edges. So what does this mean? It means that vertical models can and will outperform general models. It means that many successful companies in the future will need to be full stack: - App layer - AI layer - Model layer And critically, as it becomes much easier to copy and clone at the app layer, durable differentiation will move down the stack, and ultimately to the model layer. I'm incredibly proud of our AI group today.

Wow VelvetHoop just pulled a Cooper Flagg 1/1 Signature Series live on camera. The reaction says it all 🥹

COINBASE: NO MARGIN CALLS FOR BITCOIN-BACKED MORTGAGES Coinbase says its crypto-backed mortgages will carry rates around 0.5% to 1.5% higher than a standard 30-year, depending on borrower profile. Loans feature no margin calls or collateral top-ups. BTC price drops do not change loan terms or trigger liquidation. Collateral is only at risk after 60 days of missed payments, aligning with traditional mortgage standards.

Time honored sport of red pilling bankers. @MorpheusAIs at the Digital Asset Summit.

JUST IN: 🇺🇸 $4.3 trillion mortgage provider Fannie Mae to accept crypto-backed mortgages, WSJ reports.

The Digital Collectibles market is just getting started. While many wrote off NFTs after the 2022 crash the data tells a different story. Here's what the next 10 years could look like. Based on market research forecasts – actual results may vary significantly: Digital Collectibles → $11B (2025) to $54B by 2035 · CAGR 17.3% NFT Market Overall → $79B (2025) to $908B by 2035 · CAGR 27.6% Dynamic NFTs (interactive collectibles) → $693M (2025) to $12B by 2035 · CAGR 33.1% The winning formula isn't speculation it's strong IP licenses, real fan engagement, and the bridge between physical and digital. Platforms like VeVe (Marvel, DC, Disney), Panini Blockchain, and Candy.io aren't just surviving the post-hype era. They're building the infrastructure for the next generation of collecting. The question isn't whether digital collectibles will be mainstream. It's whether you'll be early or late. 📊 Sources: • Fact MR – Digital Collectible Market Report (2025) • Market Research Future – NFT Market Forecast (2025) • Future Market Insights – NFT Dapps & Dynamic NFT Market (2025) #DigitalCollectibles #NFT #VeVe #Panini #Web3 #BlockchainGaming #MarketForecast #DigitalOwnership

prediction markets were supposed to be truth engines (decentralized and incentive-aligned information discovery on things that actually matter) as time goes on, here's what they are becoming instead: > kalshi: 76-90% of volume is sports > polymarket: sports is the fastest growing category (in the absence of big political events ofc) both platforms are now functionally unregulated sportsbooks (with arguably better UI) and imo it's about to get worse kalshi/polymarket are raising at an insane pace and getting into the high billions + when you raise that kind of capital from those kinds of investors, you don't optimize for truth-seeking, you optimize for revenue (due to investor pressure) and revenue means more sports lines, more casino-style binaries, more volume from the same gambling crowd that already uses draftkings every dollar of VC pressure pushes these platforms further from "crowd wisdom on geopolitics" and deeper into "will the celtics cover -4.5 tonight." my thesis: my biggest bet is that we'll see a true defi primitive based on prediction markets (or whoever nails the next decentralized iteration) that will dethrone both of them in the long run (probably in 2-5+ years and maybe on HIP-4/Hyperliquid) the original promise was never "let's make sports betting slightly more efficient", it was using markets to surface truth where polls, experts, and media fail. the incumbents will keep scaling but imo they're scaling the wrong thing decentralized protocols that prioritize liquidity for meaningful events and resist the gambling gravity will win the long game we know that prediction markets have product-market fit but the question is whether the platforms capturing 99% of volume today are even building the right product anymore?

🚨🇵🇭 BREAKING: Due to gas shortages, people are now walking to work in the Philippines.

The greatest pull in Top Shot Breaks history?! ✍️ Cooper Flagg 1/1 Signature Series 💼 Massive congrats to VelvetHoop on the pull.

🚨🚨 COOPER FLAG 1/1 SIGNATURE MOMENT JUST GOT PULLED LIVE ON STREAM 🚨🚨 What is going on - something is in the air and TopShot is BACK! VelvetHoop with a lifetime pull from a truly HISTORIC case break. How can you not be in? @NBATopShot

AI agents are trading gold in Wiami 256,850 onchain transactions today the economy is alive

@PeterParkerNFT @NBATopShot Yup, never stopped The go to sports collectible for a digital world Collectibles are valued with time

I just found out today that @NBATopShot is still a thing. Any of you guys still buying Moments? If so, why?

@BillyDraper I’d be in. I know a lot of sketch card artists , add an auto and those would be fire. Sketchagraphs of founders.

I think FounderCards should be a thing - there's enough interest in cultural tech assets (signed business cards, early sealed iPhones, graded old magazines, stock certificates etc) and would be a fun way to teach kids about business. Also, imagine pulling this 1/1 👀:

The next decade will be defined by two things: Who owns their AI. Who holds the equity token. Everything else is noise. Build and invest accordingly.

@cllctMedia Should be covering the collectible platform that sells over a $1m worth of digital sports collectibles basically every month Non-consensus coverage is far more interesting than consensus coverage.

NBA TopShot settlements are hitting accounts today. And people say nobody ever made any money off NFTs 🤣