AI stocks on Monday

👀 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

$BYTES wicked up to 401 Satoshis today and is up 6.5% from 362 a week ago 😅

Market Monday #175, today at 3PM EST!

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I love when Claude adopts my intelligent words. BTW, thank you to @AlexFinn for waking me up several months ago. Seriously brother, you are doing good in this world. Keep at it.

There’s two types of men in the world… Those who spend hours everyday doing everything in their power to set up their families with generational wealth. And those who spend hours everyday playing a game like GTA where they wreak havoc in a simulated world that achieves nothing in their real life. Choose wisely.

Potentially the biggest day in AI so far this year 3 major releases you need to be trying immediately: 🔶 Claude Opus 4.7 • More agentic model. Front load tasks and information, then let it rip for hours • Use auto mode to cut cycle time. Doesn't ask for permission constantly • Set up notifications so you can let it run for hours then come back when necessary 🔶 Codex super app update • OpenAI's answer to Claude Cowork (they couldn't drop this when I was doing my taxes yesterday?) • Codex now has computer use. It literally has its own mouse to click on things on your computer. Neat way to handle this • Fully integrated with more apps and services. For example, if you're building a game, you can have it generate assets using the chatgpt image model right in codex and place them in the code 🔶 Perplexity Personal Computer • Perplexity's answer to OpenClaw • Purpose built to control its own Mac Mini (altho can run on any Mac device) • Built with security in mind. Full audit trail for every action. Sensitive actions require approval. Kill switch can be used whenever • Full control over your computer, apps, imessage, and anything on it 3 huge updates. If you want an edge over your competition you need to be using these tools the moment they drop Time to take action

Who's still hyped even though web3 gaming is dead?

vibe coders who don’t ship anything showing their agent orchestration setup x.com/FalconryFinance/status…

I just minted NXG Founder's Pass from 0x64b4...b5a9 via @manifoldxyz manifold.xyz/@4050101648/id/…

I started watching Starfleet Academy because I love Star Trek. I stopped watching Starfleet Academy because I love Star Trek.

I have a beautiful wife who is my best friend. I have a son who I adore with all my heart. I have a relationship with God. I have a job that allows me to support my family. I have parents who want the best for me. I have a roof over my head. I am healthy. I am happy. This is my definition of wealth. Don’t confuse money with wealth. They are not the same.

x.com/V_Lady2024/status/2030… This video has more utility than 99.9% of altcoins.

Something colossal is going to happen in the next 6 months Right now every broccoli hair headed 18 year old is working on OpenClaw for corporate One of them will actually finish their project and make a billion dollars When that happens, OpenClaw will make it to the workplace, and executives will quickly realize it can replace almost every low and mid level employee in the company Anyone who has ever used OpenClaw knows this to be true. They know it's better than them at almost everything I think this is when the job losses truly start to happen Humans at desks will be replaced by Mac Minis and Mac Studios at desks It has NEVER been more critical you are up to date on the latest AI tools This is the ONLY way you'll be able to absorb this kind of chaos and still come out in one piece If you are an entrepreneur or creator, you have leverage. The jobs don't matter as much I'd master these tools today: • OpenClaw (duh) • ChatGPT Codex 5.3 (best coding model right now) • CapCut (so you can quickly pump out content and videos) • Local models (so you can have agents working 24/7 for you) The future is entrepreneurship. When there are no jobs, we will all be independent value creators Start preparing

My Overclocked 5070ti competes quite nicely with a stock 5080...so that's neat.