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👀 Bookmark this and either roast me in 2 years or stand in wonder that Ktrap was actually right
This could be my most stubborn and hated contrarian take:
NFTs are coming back
Not immediately
Not cleanly
Not because the 2021 playbook comes back exactly
But because the original reason NFTs made sense never died
It got buried under fake roadmaps, cash grabs, and mercenary communities
Humans collect things
Digital scarcity was always going to matter once humans lived more of their lives online
NFTs make sense because people want proof
> Proof they were early
> Proof they belonged
> Proof they survived a specific era
> Proof they saw something before the market did
Some NFTs are artifacts
And artifacts matter
CryptoPunks are blockchain cave paintings
Only 10,000
There before most people understood any of this
That is the collector argument
Not utility, although it is a bonus
> Provenance
> Scarcity
> Cultural memory
And I think the same lens applies to 2021 / early-2022 headliners
BAYC
Art Blocks
Pudgy Penguins
Cool Cats
CloneX
Neo Tokyo
Azuki
Moonbirds
👉 Right now, 2021 still feels cringe because the wounds are fresh
The scams, influencers, Discord grinding, floor price cope, and “gm” industrial complex
Fair
A lot of it deserved to die
But time does something funny to markets
What feels cringe at the bottom can become historical later
Everyone who was there remembers it
> The allowlists
> The reveal nights
> The gas wars
> The Art Blocks mints
> The Neo Tokyo riddles and lore
> The feeling that your wallet was a passport into a weird internet city
People can pretend they’re above it now
I don’t buy it
If crypto enters a post-2028 halving bull scenario, the flex layer comes back
It always does
> Bull markets create money
> Money creates status games
> Status games create collectibles
The next version probably looks different from 2021
Less “every mint is a 10x”
More “what are the scarce digital artifacts from crypto history”
That is where OG collections get interesting
By then, CryptoPunks will feel prehistoric
By then, 2021 collections will feel like the Jurassic artifacts
Obviously I’m biased but Neo Tokyo is one of the more interesting examples
It was lore, access, identity, game theory, yield, breakthrough NFT tech, networking, and status wrapped into one standout 2021 artifact
A citizen was not only an image
It signaled you belonged to the corner of crypto that believed the internet was becoming a city, and NFTs were the key-cards granting you access
Access you earned
That sounds less crazy every year
Membership is still one of the best long term NFT arguments
> Own the asset
> Enter the network
> Access the room
> Carry reputation across platforms
The contrarian part is buying when nobody wants to hear this
NFT sentiment is in the gutter
People don’t just think NFTs are down
They think NFTs are embarrassing
That is usually where the best asymmetric ideas start
> Not guaranteed
> Not easy
> Not “ape every dead floor”
👉 But selective accumulation of culturally durable NFT assets while the category is treated like trash could look insane in hindsight when the next mania returns
Especially after 2028
Because by then, the time gap itself becomes part of the asset
> CryptoPunks become legend
> 2021 grails feel ancient
> The stories become cleaner
> The tourists are gone
> The collectors get pickier
And when BTC goes through another full halving cycle into a real bull, people with profits will want more than yield
> They will want identity
> They will want trophies
> They will want proof they made it through the game
That is where NFTs come back
Not as a copy of 2021
As crypto’s collectible memory layer
> The chain remembers
> The wallets remember
> The artifacts remain
That is the bet
NFTs are not dead
They are sitting in the ruins of the first mania, waiting for the next generation of crypto winners to rediscover why digital trophies mattered in the first place
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