NEW YORK, WE MADE IT HAPPEN 🚨

Today at 1PM EST - Beyond the Drop LIVE Our guest is @doodlifts Director of Ecosystem and Growth at @doodles ✏️ We talk about what Doodles really is in 2026, the pivot from NFT project to entertainment company, Doodles AI, the @veve_official connection, and what the future of digital collecting actually looks like. See you there 😎🤝🏼

I agree with the overall alignment thesis, but the numbers for revenue share don’t currently work. For a 10k collection, 10% revenue share on $1mm of physical product sales is $10 per NFT. Obvs a lot less if profit share instead. All of these would also incur a high cost to manage the compliance and regulatory requirements to distribute the cash out to 4-8k people across multiple jurisdictions. VIP perks are a different story and I agree with your posts about those. But I feel like the revenue share conversation is never backed up with actual numbers. No NFT company is doing the kinds of sales that would justify holding an NFT at a reasonable revenue multiple if these were cash-yielding assets.

This is a crazy convo. Buying an NFT connected to digital IP is a product purchase not a stock purchase.

I never get why these people assume most NFT projects have positive recurring earnings to begin with.

IMO: I don’t think “Web3” is a monolith. The tokens are non-fungible, but so are the IPs, artists, communities. Those unique attributes will be the engine behind any IP that is able to proliferate and explode beyond this corner of the internet. Grails > Floors. It applies to IPs too.

Bloomberg Terminal, X, Instagram, Reddit.

Art

A play New York won’t forget:

This play will be replayed for years.

Doodles is my favorite lens

Avoiding bad vibes like

Coated Pink 🤝 my collection only Doodles

A great day for @doodles to be beautiful and everywhere!

June 4, 2002: The Reds select catcher Joey Votto out of Richview Collegiate Institute in Toronto with the 44th overall pick in the MLB Draft. #RedsVault

Nods head as @doodles @elmonx_official collab with Mondrian is about to drop. So exciting. So impactful. So Doodles.

making history 🩵

I brought up to my family that @doodles is doing a collab with the Mondrian Estate and they were shocked… “Wait, that’s so sick. Is that a pretty big deal in the NFT world? I wanna see what it looks like.” Exciting stuff… If you don’t think this is a big deal you are missing the mark.

Presenting the first-ever Mondrian Estate-approved digital collection, in collaboration with @Doodles. 7 iconic reimagined compositions. 3 drops. 2 museum-quality physical prints. Launching June 4th exclusively on @Opensea. Details ↓

It’s a trap to view a snapshot of IP value as permanent and settled. The ecosystem is a living, breathing entity with dozens of variables. Collector tastes evolve. Market participants change. What makes an IP resonate is fluid. Anticipating future moves > chasing the current one.