One of the best #Ohtani collections in the world 68% of all #JuniorCaminero digital rookies $pnkstr advocate Listen to videos on 1.75x NOT FINANCIAL ADVICE!

New York, NY
Digital collectibles, companies, and brands @dapperlabs @CandyDigital @PaniniAmerica @NBATopShot @NFLALLDAY @NHLBreakaway are missing massive money right now—and it’s hiding in plain sight. Listen on 1.5 - 2x. Retail figured this out decades ago: 60–80% of purchases at big box and grocery stores are unplanned Amazon drives ~35% of revenue from recommendations (and the data of what buyers like and want is something that digital platforms really have an advantage over physical with). But digital collectibles platforms still split everything up. That’s like going to a store for a baseball glove… then getting back in your car to drive 5 miles to the other side of town to buy a basketball. It kills: - impulse buying - cross-selling - collector momentum Meanwhile Panini has: 👉 one login 👉 multiple sports 👉 constant cross-buying Come for Messi → leave with LeBron. That success is reflected in their collector base and floor prices. And we’re not even using the data yet: - recommend what collectors actually like suggest trades - use data to help collectors complete sets That’s another 30–50% upside on top. Now combine that with: - finite supply - competitive collectors - dopamine-driven buying …and you don’t get incremental growth. You get parabolic markets. The Ohtani rookies are a great example. I bought 8 between $100 and $200 because I viewed @CandyDigital as a suppressed market above. The owner of the 17/ had bought it for $500 and his friend bought 8 more. That means there are 17 of the 24 not in packs locked up, and the floor is now $900. And that's in a down market for Candy before self custody or anything of the things above happen. Considering that Ohtani's physical /25 /50 rookies regularly go for $500k +- and there's a whole lot more of them overall, I'd say that these digital ones have a long ways to run. We don’t need more assets. We need: 👉 one marketplace w/ less friction for ease of use to increase buying among existing collectors and make it easy for new collectors 👉 better use of data to make buyer/seller recommendations That’s when prices REALLY unlock 🚀🚀🚀 This is a ways off still, but the direction we are headed to and I do not plan to even consider selling before. #DigitalCollectibles #NFTs #SportsCards #TradingCards #Panini #DapperLabs #NBATopShot #NFLAllDay #MLB #Collectibles #Web3 #SportsNFT #Investing #AltAssets #Marketplace #CardCollecting #CryptoCollectibles
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I think something like this could be powerful for @CandyDigital on @solana, whether it’s Ohtani rookies or something else. Candy could have a clear way to consume valuable and underpriced supply and @CandyDigital fans could buy the token to invest long term in the collection as it moves up and to the right 📈.
We think it's time to make some changes to the TokenStrategy platform, tying in FWA even further. Starting tomorrow, anyone will be able to deploy the Strategy for a collection if it doesn't already have one. Here's how it will work:
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I think that this is going to have an enormous leverage play on $PNKSTR down the line 🚀🚀
DAE! 🚀🚀 A reminder that ETH not dead. To state the obvious. RWAs and Stables largely reside on ETH.
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On vacation and literally ran back to the hotel so that I could buy this most significant 17 from the 2026 All-Star drop @CandyDigital
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I think that the ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845 and ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf combo is plenty of success for a while and that @Rhynotic will have the most long term success by going deep here for 3-5 years and make this all that it can be. He's def a serial entrepreneur. We gotta go deep for a bit! I hope future stuff is building on this flywheel going between these two that's already developing and is super cool to watch.
Frok now on anyone can permissionlessly launch a @token_works Strategy for every new collection o @FWAssets. 1% of all volume goes directly to buy and burn $PNKSTR and another 1% goes to buying the Strategy Punks $PNKSTR is also a bet on @Rhynotic future successful ideas
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Key part here is "and then invest in marketing (which I will do when user experience is excellent)." Good news: I think @tadtweets will probably be the best - or one of the best - spokespersons for digital collectibles that the space has and will ever see. My genuine concern: I think that getting the secondary marketplace right is a bit tricky and I'm not sure how fast we are going to get there. I think we all agree that it's a major obstacle for liquidity. More good news: We have self custody. So whether it takes 3 weeks or 3 months or 3 years or 30 years, I strongly believe in these assets and believe now is a better time to buy them than ever, second only to the months prior to the marketplace closing in the fall of 2025. @CandyDigital
I agree with Derek here. What specific ToS are you referring to that are a problem for velocity on the secondary market? Two other things will help: remove the last search and payment frictions from buying on the secondary market (@CandyDigital is very actively working on both) and then invest in marketing (which I will do when user experience is excellent).
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Derek Snook retweeted
One of my favorite parts about @NBATopShot back in the day was ripping packs, hoping to hit something amazing. It's been awhile, but today I had a chance to rip a new @CandyDigital pack, which was super fun! Nothing super rare but a ton of superstars! Looking forward to the next!
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Derek Snook retweeted
Best story of the day! Congratulations! And remember: Punk Strategy used to hold this one!
I won a CryptoPunk for $225 and I still can't believe it. I'd been following FWA since v1 back in July. When v2 rolled out, I watched the ETH backing the first Punk dropping daily. By Saturday it was down to 1 ETH. The odds were getting very favorable, and the math said somebody was going to hit it soon. So I'm sitting on the couch thinking, why not. I spun 13 times, mostly reclaiming ETH or stacking $FWA. Down to the last 0.1 ETH that I put in the wallet for the day, I spun once more for 0.0855 ETH. CryptoPunk #3498 pops out. Dark mohawk, horned rim glasses. One of about 8 with that exact combo out of all 10,000. (And apparently this was a 1 in 10k chance at the time!) Pure dumb luck. But luck shined on me that day, and I'm grateful. Thank you @Rhynotic and @token_works. Legends! My shiny new Punk going in the vault. I'm not selling. My wife thinks I'm nuts, but Punks are going to rip. Long-term believer.
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Would love to see the one stop shop for sports digital collectibles for those that have self custody @NBATopShot @CandyDigital @MLB @ToppsDigital @Sorare
trading cards are awesome liquidity for physical trading cards sucks - it's fragmented & inefficient. it belongs onchain. anyone should be able to buy or sell any verified physical asset, anywhere in the world, with access to any & all open interest in that item we're starting with trading cards & there's a lot more to come (both for trading cards, and beyond!) we'd love to hear more of your ideas here! opensea.io/discover/trading-…
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Derek Snook retweeted
DYK: Junior Caminero is the first player in Rays franchise history with multiple 40-homer seasons. Caminero’s 40th home run was a walk-off shot to help the Rays clinch the first Postseason spot of 2026. The 23-year-old Caminero, a native of the Dominican Republic, is already a two-time All-Star and earlier this season became the youngest player since 1900 to homer in six consecutive games. #HHM
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Derek Snook retweeted
Whales are coming for your ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf. Fresh wallet just dropped $76,465 USD (so far) on buying the dip. $PNKSTR to $1. The Token Works.
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Derek Snook retweeted
In just 4 days, $PNKSTR went from a $7 mil market cap to a $17 mil market cap and burned more than 1.6% of the supply. 🤯 Let's talk about what happened and about future catalysts for Punk Strategy!👇 - In September, Punk Strategy sold 3 punks. - Huge @cryptopunksbot sweeps started a few days ago. Dozens of Punks were sold, and the price floor moved from 29,5 $ETH to 34 $ETH. - A new strategy was launched that brought a huge amount of volume to $PNKSTR as well! - New buyer in town. 0.2% of the $FWA trading fees is dedicated to buying Punks listed by Punk Strategy regularly. - About 200 new holders joined the $PNKSTR fam. Everything mentioned above drove value to $PNKSTR, but the most important factor was the price movement of Crypto Punks. $PNKSTR is a form of leveraged bet on Crypto Punks, and it is directly affected by their price performance. If Punks are sold, it creates a liquidity event that burns tokens, brings more fees, and pushes the price up. You could see the leverage in action a few days ago. The Crypto Punks floor went from 29,5 $ETH to 30 $ETH, and $PNKSTR did more than 2x! Of course, it works both ways. If Crypro Punks floor goes down, $PNKSTR will suffer even more. But it collects fees on the way down and captures value anyway. So what are the main catalysts for Punk Strategy? - Direct connection to Crypto Punks success. If Punks go up, $PNKSTR will go up even more! - Every other NFT Strategy burns $PNKSTR, so Punk Strategy is also an index for the success of the broader NFT ecosystem. - Success of $FWA. 0.2% of $FWA fees will be used to buy Punks from Punk Strategy regularly. - If @Rhynotic dedicates some of his time to the Strategy Ecosystem, it will be another catalyst for sure. $PNKSTR is just a patience game! If you believe in CryptoPunks, it is a no-brainer. The mechanisms mentioned above will never stop. $PNKSTR is code-driven, so it is easy to predict what is going to happen. In my opinion, the success of $PNKSTR is preprogrammed in the market with good sentiment. I'm ok to hold and wait through bearish times. I should be alright long-term. Remember, $PNKSTR can be worth 1$ even with a $10 mil market cap thanks to the aggressive burn mechanisms. @token_works
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Derek Snook retweeted
It has not even been 24 hours since Credit Strategy $CREDISTR was launched, and it has already burned 0,7% of the $PNKSTR supply. 🤯 That is more than the Punk sale would burn at the current market cap. People seem to forget that alt Strategies are burning $PNKSTR as well! Slowly but steadily!
Great to see the launch of a new, successful NFT Strategy. This time, for the collection by @jackbutcher Credit Strategy, with the ticker $CREDITSTR. Credit Strategy still has 291 $ETH to buy Credits from the floor, which means that it will be the biggest holder with more than 10% of the collection's supply. 1 million dollars in buy pressure. Insane! Now imagine what will happen when aggressive burn for the Credits collection is turned on in a few days! Credit Strategy will secure a lot of profits and burn itself! 1,59% of the $CREDITSTR supply is already gone, and the token has not been live for even a day. @token_works The token still works. It is just an attention and patience game.
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The beauty of self custody is that - given my long term thesis - I'm now far more concerned with #ohtani's health and being the long term GOAT than I am with @CandyDigital's future or execution (though I'm cheering for them and hope it goes great!). THAT's a powerful statement and change in perspective as a digital collector.
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I see ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf and ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845 working together tbh
Every block, CreditStrategy will now increase its bid to buy Credits by 0.005Ξ instead of 0.01Ξ. This will help keep more ETH in the Strategy (and hopefully buy more Credits as a result) rather than giving it up to MEV. Now back to Fake World Assets.
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Derek Snook retweeted
🌟 ALL-STAR ICONS GIVEAWAY 🌟 We're giving away TWO $40 packs of 2026 All-Star ICONs 🔥 To Enter... 🔁 Repost this post 🤝 Sign up or have an existing Candy account ➕ Tag a collector who needs to get in on this chance Sale goes live at 2 PM ET‼️ Giveaway closes tomorrow at 11:30 AM ET!
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Derek Snook retweeted
IMO, $PNKSTR is a leveraged bet on punks. It's chart should overperform punks and underperform punks. We are now in the pre-overperform punk part of the chart. Only took two weeks with 3 punks to print ATH last time. At the tail end of bull market. We now have whole pre bull going int a bull market. Plan accordingly.
The North Star of NFTs will rise and this will cause the North Star of @token_works to rise much quicker than it did last cycle. Cheers to my homies who have been relentlessly buying the dip. 10% of the supply is gone now that wasn’t gone before. $PNKSTR is poised to hit $1 whether you like it or not. The token works on its own.
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The $PNKSTR thesis was always simple ETH overperforms-> wealth effects on Ethereum-> NFT and @cryptopunks demand/value multiplies-> all Strategies burning $PNKSTR $PNKSTR is a leveraged bet on $ETH and the NFT market in general Mania will return Zoom out You are so early 1B
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Derek Snook retweeted
With 2026 MLB All-Star Game ICONs, you can... Chase the Rainbow. Complete the Rainbow. Earn the Rainbow. $40 Packs drop tomorrow at 2 PM ET 🔥 Candy Credits accepted 🤝 CHECK OUT THE DROP → candy.io/drops
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BREAKING: The number of weekly spot DEX trades on Solana has officially surpassed the NYSE for the first time in history. This metric includes the number of individual onchain token swaps executed on decentralized exchanges built on Solana. In the week ending September 13th, Solana saw ~208 million spot DEX trades, compared to ~190 million on the NYSE. Meanwhile, the gap between the Nasdaq and Solana narrowed to ~47 million trades, the smallest gap on record. The growth has been largely catalyzed by Jupiter, the largest trading platform on Solana, which has processed over 80 million trades this month, up +38% month-over-month. To put this into perspective, Solana has now seen +185% growth in weekly spot DEX trade volumes compared to the lows seen in July. Crypto markets are on fire.
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