Luke

Not sure if I'm "allowed" to share this, but here it goes: When I first saw the internal plans and ideas around Disney Pinnacle by @dapperlabs, I was skeptical. It just didn't make sense to me 🤷 I'd never heard of the physical Disney Pins, and hadn't been to the parks much. I thought it was kinda odd. Why Pins? Then I went to Disney. I saw the rows and shelves of Pins in every area of the park. I saw the crowds gathering to trade with each other. I saw countless people walking around rocking the Pins to show off the characters they grew up watching. I saw people obsess over the tiniest details and get excited by a rare Pin. I was hooked, jumping in the queue, buying Dumbo Pins, stoked to own something I didn't even know about the day before. There I was, stacking Pins and loving it. I messaged @Alanfalcon the next day telling him that @DisneyPinnacle was an incredible idea and all my skepticism was from ignorance of the community and intrinsic fun around Disney Pins. He held back on the "I told you so" 😅 Now imagine that community being able to collect on mobile, from anywhere in the world, and with true insight into mint counts, rarity, sales history, provenance, etc. That's @DisneyPinnacle. The Pin Hunter community has been super welcoming and friendly, making me absolutely love the experience. From stacking @DPIN_Official for general exposure, to hand picking my favourites during Marketplace events, or frantically checking the revolving storefront every 4 hours to see what I can get. It went from a "I'm super skeptical of this" to "This is my favourite app." Just by stepping in and trying it out. If you haven't yet, sign up to @DisneyPinnacle and give the magic a try. I have a feeling you'll absolutely love it ✨

⏪ Run It Back: Playoff Classics is HERE 😤 The basketball world is in Playoff Mode, and we're doubling down. 🏆 On May 20, we're dropping some of the most iconic Playoff Moments in NBA History! Let's deep dive on some of the hits 🧵⤵️

@TheDailyDile Yes multiple years left, and yes overall bullish for Top Shot :)

@TheDailyDile the nba was our first partner and our relationship is exceptionally strong as is their commitment to the category and to fans. Adam Silver is a personal champion and the league is fully supportive of our scarcity-led, long-term approach. 10/10

collectors are owners, not consumers. today we are stopping primary issuance for our NFL ALL DAY product, and announcing the signing of a new licensing agreement with the NFL - we will share details on this as the season approaches our partnerships with the NBA, NBPA, Disney, and other well-loved brands around the world continue at full force we @dapperlabs continue to believe that digital goods with cultural value will be one of the fastest-growing asset classes of the next decade but building the category correctly requires only moving forward in a way that protects the ownership economy to the 132,000 owners of nfl all day who have been with us so far: thank you. you built with us on hard mode. in the near future, you can expect improvements to the marketplace experience for your assets, including the launch of bulk purchases and better search – this is not the final chapter for NFL digital collectibles with careful stewardship and commitment to scarcity, digital collectibles will become a category on par with trading cards in cultural relevance and economic scale, with unique differences: guaranteed authenticity, 24/7 liquidity on marketplaces, real-time connection to the moments themselves, new ways to be rewarded for being early and being right, among others trading cards are a 100+ year old category: by that measure we are barely 5 minutes into the game.

@BrianMitchelD @jamieflo @NFLALLDAY You still own the thing you purchased, the Moments are still viewable, and there’s still more to come.

@eldumbo @jamieflo @NFLALLDAY We’re not making the thing anymore you spent so much money and time on but we can’t tell you why and can’t tell you what’s next.

Today we’re announcing that NFL ALL DAY Moments will no longer be issued. Click here for more details: blog.nflallday.com/posts/nfl-all-…

@jamieflo @NFLALLDAY The blog does cover the details. If you have further questions you can always reach out to the ALL DAY team or Dapper support.

@NFLALLDAY So basically you are killing the product but can’t even communicate that clearly or transparently to your customer base. I think the announcement could have been handled better. Yes it’s great that there will still (for now) be a marketplace to exchange our assets on.

There will be no more NFL ALL DAY Moments minted. The Marketplace remains open. Existing packs can still be opened. And your ownership is permanent. This means the existing Moments will become some of the most exclusive collectibles for NFL fans. No new supply, no new Moments, but everything you have still works. Due to the permanence of Flow, your history, ownership, and activity are forever onchain, regardless of the decision of any company or licensor.

Welcome to MFL 2.0. The biggest UI release in our history. We rebuilt every screen, shipped a new design system, and laid new foundations. It's MFL, redrawn and rethought from the ground up. 🧵

.@NBATopShot volume on @flow_blockchain grew 12.2% QoQ to $7M in Q1 with WAUs climbing to 25,440 heading into the NBA playoffs, and the network is on pace to cross 1 billion lifetime transactions in Q2. Flow Q1 2026 by the numbers:📊 -NBA Top Shot volume: $7.0M (+12.2% QoQ) -New contract deployments: 303 (+25.2% QoQ) -Avg daily active contracts: 194 (+13.6% QoQ) -Full-time developers: 71 (flat QoQ) -FLOW price: $0.03 (-65.2% QoQ) -DeFi TVL: $17.1M (-83.2% QoQ)

Reaching 1 billion transactions. Driven by NBA fans. @NBATopShot's growth on Flow this quarter grew 12.2%. They just proved that the best crypto adoption isn't just on RWA, AI, and Memecoins. Huge congrats and glad to be a part of @flow_blockchain, watching this grow.

@intangible_eth @flow_blockchain Agreed. But, fortunately, Flow will have more TVL coming soon too.

How can @flow_blockchain do $14M in quarterly volume but only be valued at $69M? Simple. The industry values chains using Total Value Locked, which excludes NFTs. Pricing a network's core competency at zero is a measurement error. The industry is tracking the wrong North Star.

The broader gacha/TCG cycle is on a tear right now: Pokémon printing, @DisneyLorcana selling out, sports cards at multi-year highs. NBA Top Shot, Disney Pinnacle, FanCraze, and MFL all already run on @flow_blockchain, and a Series 1 LeBron Moment cleared $19K on @flowty_io in Q1. Similar collector psychology, similar demand, different rails.

Q1 messari report just dropped, some interesting stuff in there and if April is any indication looks like q2 is gonna be rock solid for Flow.

"Today, Flow is expanding its foundation in consumer applications into programmable consumer finance, building on years of experience operating products with millions of users and real transaction volume." @MessariCrypto understands the vision. Find the Q1 Flow report below 👇

@PackripMahoment @dapperlabs @NFLALLDAY Been a pleasure working with you mate and hope we get to cross paths again 💪

After nearly 4 years, I’m saying goodbye to my time at @DapperLabs and @NFLALLDAY. My last day in office April 27 and I’ve spent the last 2 weeks taking a breath exploring Japan.

🚨 THE BARRIER TO LAUNCHING ON-CHAIN APPS IS COLLAPSING Flow $FLOW just packaged 11 developer skills into a Claude Code plugin, covering the full stack It handles: - Contracts - Security audits - DeFi architecture - Deployment - Testing Marketplaces, NFTs, DeFi vaults, and on-chain ticketing can now be coded in plain English

@flow_blockchain Time to spend the weekend vibe coding 👀👀

Introducing a new Claude plugin: Flow AI Tools. Skills covering Cadence, React SDK, smart contracts, & more, plus a Cadence MCP server that lets Claude run scripts & deploy contracts on Flow Build apps on Flow without writing a single line of code. Get started today 🧵⤵️

67M market cap. Layer-1 with NBA, Disney, NFL. Competing with chains worth 100x more. At this price it's hard not to be optimistic on flow:native ceocolumn.com/business/the-5…

@flow_blockchain @DisneyPinnacle @Ticketmaster @NBATopShot @Beezie Proud to be part of the Flow Fam 🌊

Flow delivers consumer scale like no other network: @DisneyPinnacle offers collectibles to 50M+ Disney+ subscribers every month @Ticketmaster distributed 100M+ NFTs to millions of fans @NBATopShot has surpassed $1.5B+ in volume @Beezie just crossed $110M+ in volume Flow is approaching a billion transactions. Real apps, real users, real activity.