Thread by @JavierAng_

Why I think @Nike & @RTFKTStudios's CloneX is INSANELY genius & imo > @BoredApeYC

A long but neccessary🧵:

- Intro & Stats on project
- Thesis PRIOR to mint
- Thesis POST @Nike acquisition
- Progress thus far
- Upcoming catalysts

LFG ft. my #CloneX no. 57

1/ INTRO

- @RTFKTstudios's CloneX is (initially) a PFP & Metaverse-ready project w/ 20k supply
- 18.8k has been revealed; 8.2k holders & floor of ~14.2 E ($43k)
- ~29E ($88k) now to reveal 1 of the remaining vials
- Largest holder @luggisdoteth owns 348, NONE LISTED FOR SALE 💎

2/ THESIS PRIOR TO MINT

✔ Utility beyond PFP; usable as an avatar in the metaverse
✔ @RTFKTstudios has a high probability of delivering that promise; already recognised as a branded studio amongst crypto-natives
✔ @takashipom involved too
✔ Potential physical drops
...

If @larvalabs's punks & @BoredApeYC = Richard Milles / Bugattis, CloneX = Patek Phillipes / Lambos

AND SO..

Despite the ongoing D.A fud/complaint and high 2E (~$9.4k) entry, I minted 1 (yes only 1 cos I'm not a whale 😥)

3/ @Nike ANNOUNCES ACQUISITION!

Best day for owners & flippers rejoice as floor immediately 2xs but what these short-term flippers probably missed was

NIKE IS A BUSINESS. A SMART BUSINESS.

news.nike.com/news/nike-acqu…

...

Acquisition > Collab

- Suggests this is not a 1-off / dipping toes into the water kinda move, they are IN IN to build an ecosystem for the future

- Future launches has a high probability of rewarding long-term holders, CloneX being the genesis collection.

...

@Nike has to get this initial brand-building right in order to compete with other apparel brands @adidas in this metaverse blue ocean

If done poorly, e.g see this as a short-term cash grab & not value-add to supporters -> lose battle for metaverse share of mind & potentially IRL

If they can successfully value add for holders, they'd have an army of crypto-natives that will support them in the verse + IRL. Non-crypto natives are also likely to FOMO into the Nike-verse.

IRL 🤝🏻 VERSE

W @Nike , L others

4/ @Nike @RTFKTstudios THUS FAR

3 completely FREE (not even gas) airdrops worth:
- RTFKT Space Pod: 1.6E / $5k
- RTFKT LOOT Pod: 1E / $3.1k
- RTFKT - MNLTH: 5E / $15.5k

TOTAL: 7.6E / $23.6k from 2E / $9.4k initial investment (discounting CloneX appreciation)

This @RTFKTstudios ecosystem expansion rolls out new use-cases & lower entry prices which opens door to new participants

More on these airdrops + genius marketing plan below.

@RTFKTstudios PodX ecosystem w/ @oncyber_io

The Space & LOOT Pods are a virtual space for holders to express their individuality by decorating it w/ NFTs they have collected.

People regard IRL houses as an extension of themselves - PodX is the metaverse equivalent.

So now, holders not only flex their clone but also their decorated space on social media. This in itself, is already super beneficial for @Nike's brand.

BUT WAIT THERE'S MORE...

#CloneX & #PodX owners aren't the only participants - @Nike has opened doors for DESIGNERS to enter!

They are creating an opportunity for artists to build a brand in the budding space of "metaverse interior designers"

See e.g by @beb_eth

https://twitter.com/beb_eth/status/1491391713742843909

Do you now see how insanely large this ecosystem is and how much "free" marketing @Nike is getting by creating value for participants?

@Nike / @RTFKTstudios 🤝🏻Clone / Pod Owners 🤝🏻 Designers

Their genius marketing doesn't end here....

@RTFKTstudios - MNLTH

No one knows what the MNLTH is for yet and that's the beauty of it.

Instead of the regular "revealing XX on YY date", they opted to gamify the experience by building suspense & requiring the community to solve a series of quests

https://twitter.com/RTFKTstudios/status/1490791857001054211

Owners and non-owners are coming together to compile hints & theories thus far & will continue to work on it as the 1/? quest is revealed tonight

https://twitter.com/RTFKTstudios/status/1492054536084668424

Additionally, they've created an AR filter on @Snapchat & are reposting users' stories on @instagram - marketing on all 3 platforms effectively.

I'm unable to tabulate the total no. of people using this filter but am sure you can understand the network effect.

@Nike & @RTFKTStudios' efforts are definitely going down in history as a genius & successful transition from social media -> metaverse marketing. I'm so glad I'm able to participate.

The bar is set so high and I find it difficult for other apparel brands to top this

5/ CATALYSTS

Confirmed upcoming:
- 3D files of clone to use as avatar in Metaverse
- Forging IRL physical collectibles/clothes from Clone
- Metaverse Wearables Marketplace

So far they have delivered perfectly so expect these to be insane too.

Potential / My guess:

- More PodX extensions

The promotional video for PodX shows multiple empty plots 👀

Question is - will there be new functions & how do we get them?

https://twitter.com/RTFKTstudios/status/1490243108226936832

- Celebrity endorsements

Like it or not, marketing + prestige the celebs bring helps with the floor prices (e.g @BoredApeYC)

@justinbieber has 2 #CloneX in his wallet (1 for his wife?) but this news has yet to go viral

As the entry for BAYC/MAYC continues to increase, we can expect retail/funds to rotate into the undervalued blue-chip - #CloneX

Once again, like it or not, it's inevitable.

6/ ENDING STATEMENTS

I hope this thread has helped increase your conviction in @Nike / @RTFKTstudios' ecosystem as it did for me.

I'm excited for what they have in store for us & am sure they'll kill it like they did this time.

If you've enjoyed this thread, please retweet & like + give me a follow 🥰

Owners, feel free to share your #CloneX, requests & theories in this thread

Creators, feel free to promote your #PodX creations here.

Signing off - J

@mrjasonchoi @theBlockcrunch @TheSpartanGroup @Darrenlautf @ArcaChemist @richardchen39 @calchulus @luggisdoteth @WhaleShark_Pro

@clegfx @benitopagotto @Zaptio @RTFKTLukson

@mrjasonchoi @theBlockcrunch @TheSpartanGroup @Darrenlautf @ArcaChemist @richardchen39 @calchulus @luggisdoteth @WhaleShark_Pro @clegfx @benitopagotto @Zaptio @RTFKTLukson Some PodX creators I've seen

Disclaimer: Check them out at your own risk, NOT AN endorsement

Curated list -> @SpacePodCurated

@beb_eth @op_t1x @wiss_wisss @guimarconi1982 @Toprak3d @jujujayb @MakuRanger @MetaGallery3000