The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Vaynerchuk: 99% of the top 200 OpenSea NFT projects are vulnerable
“99% of the projects on the OpenSea top rankings, top 200 right now, are incredibly vulnerable against their valuation.”
Vaynerchuk: Most NFT Projects Cannot Maintain Value Due to Supply Flood
“The far majority of projects in this gold rush cannot maintain their value because the supply of NFTs that are coming into the market is extraordinary.”
Vaynerchuk: NFTs are an easier bet than layer-1 tokens via bridging
“The reason I went into NFTs more than currency is my theory is if Ethereum loses, I can bridge over my crypto punks, right? So to me, the NFT asset class feels in a lot of ways, like an easier bet. If you feel like you really know which NFTs you want to invest…”
Vaynerchuk: The NFT wave mirrors early Web 2.0 social media adoption
“It feels like web two O's beginning when nobody understood social media and content. That's exactly what's happening with NFTs.”
Vaynerchuk: Brands Will Account for Only 10-20% of OpenSea Sales by 2026
“I think it'll be 10% brands, 20% brands. I think you'll see publishers, gaming companies, like IP that we, right now, VFriends, Bored Ape, Cool Cats, IP getting established, but you're gonna see Hello Kitty, you're gonna see the Flintstones, so you're gonna se…”
Vaynerchuk: 90% of Initial Brand NFT Drops Will Be Garbage
“I think it's gonna be just like social. 90% up front are gonna make garbage. 10%, if you remember early brands on social, Zappos had a big move on it that worked for them. There were some other brands that did a really nice job. Then you look at brands that we…”
Vaynerchuk: VeeFriends originated as a planned toy brand called Workplace Warriors
“I've been working on a toy brand called workplace warriors for a long time. And that in essence was VFriends. So, it wasn't hard for me to take these characters like Patient Panda and Empathy Elephant and turn them into an NFT project instead of a collectible …”