Popkins by @Claynosaurz quietly moving on SUI - back above mint (~70 SUI floor) - less than 1k listed, lots staked - lots of above floor sales (collector behavior) - keyword search Popkins -> community is vibing cheapest entry into Clayno / @HeebooOfficial ecosystem 🦖
.@Claynosaurz Yes, NFTs in the big 25. This is still one of my biggest angel investments to date, and I remain turbo bullish on the vision. Structural - IP is Digital gold, consumption graph looks like a honeypot and is up only - Hollywood has an IP acquisition problem (costs for net new IP are front-loaded, fans/market feedback back-loaded) - Superfans are the core revenue-generator for IPs (more likely to spend at higher rates, word of mouth marketing, etc.) - Crypto is the best way to align incentives and the best place to grow digital-first cult communities ("Superfans") - @HeebooOfficial already has 2 extremely high-quality IPs under its umbrella: @Claynosaurz @nobodysausage - Clayno is purpose-built to be mainstream (targeted at all audiences, 3D animated art, top tier animation team, lore built over years with community feedback) - Clayno has already built a cult community + won significant awards/recognition in traditional media circles Heebo - @HeebooOfficial will allow net new IPs to quickly test market appetite and front-load community formation for IPs people like. - The introduction of @sherrygunther (all star background in the entertainment industry) makes all of this much more achievable. She was part of the team that launched Cartoon network, and will help Heebo IPs navigate the industry. - Fans to Co-Owners: Superfans will be rewarded for their fandom, a true 0 to 1 moment for most people outside of crypto. - Superfans allow IPs to scale incredibly quickly and market information can de-risk investment for major players within the entertainment industry (producers, streamers, etc.) - The eventual introduction of a token could open the door for additional flywheels (rewarding people for their consumption, reviews, shares, UGC, etc.), which could drastically increase the size of the online community. - This is a natural evolution of the IP NFTs wave we saw last cycle + the fungible focused cycle we are in right now. It blends ICM and IP beautifully. Conclusion Web3 native IP has historically failed to penetrate into mainstream (some exceptions like @pudgypenguins) because it is incredibly hard. I believe @Claynosaurz is on the verge of doing so in a big way over the next few years (larger thread on how later) and will become the perfect case study as to why creators should choose Heebo. The only liquid exposure to all this is through Claynos, huge % of which are staked, and I expect them to also get first access to new IPs. Outside of buying Clayno assets, you can also yap about Claynos during the ongoing @xeetdotai campaign, which will also likely give you some sort of token exposure down the line. Disclaimer - as mentioned in the tweet I quoted, I am an angel investor in @Claynosaurz. This is not financial advice, DYOR.
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