Ray ⛩
51.6K posts

Ray ⛩
@f10wer
"They say the devil's water, it ain't so sweet You don't have to drink right now But you can dip your feet Every once in a little while"


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Zagabond: “the alignment is in the IP” and “it’s simple, if you don’t like the collectibles, don’t buy the collectibles” This is tricky. 🤔 If the alignment is only in the IP, then there’s no real alignment at all. At that point, you’re no different from any Web2 IP. And that becomes a problem, because now I’m comparing you to giants like Pokémon or One Piece, and your NFT prices start to make far less sense. There’s a clear distinction between the NFT superfan model and pure digital collectibles, especially when it comes to justifying premium prices. If you’re an emerging brand, why would I value your ‘pure digital collectibles’ the same as an established brand? Without alignment, we’re back to the same question NFT holders have asked for the last 3 years: why am I holding at these prices? I’d rather sell and buy 10 boxes of Azuki TCGs.😶🌫️ And beyond that, you’re giving up a lot of the growth advantages that come from a strong superfan alignment strategy. TLDR I like Azuki, but I’ve reduced my exposure to its “pure digital collectibles” because the current prices don’t make sense to me.


























