Michael Pinto Profile picture
Sep 2, 2022 10 tweets 14 min read Read on X
Thread on the progression of meta(s) by @frankdegods
who dropped some major news on the t00bs🧪 & my thoughts on @y00tsNFT CC0 ⓨ

As an @ethereum & @nounsdao support/native accepted to @y00tlist 16 days ago.

Thread with everything ETH/SOL/VC friends need to know 🧵👇

1/9 Image
Tokenomics Theory🔥: @frankdegods to confirm.

I first noticed #frank when listening to Nouns spaces w/ speakers like @0xigami @punk4156 @apenoun in May.

My thought was that he was learning from CC0 & I believe we are seeing some of those ideologies manifest in @y00tsNFT.

2/9 Image
The #y00ts collection is taking a unique approach to the rights & permissions.

Most projects on @solana hold secure IP rights to the collections. The alternative is #CCO or creative commons, which allows holders the IP rights to their NFT - @frankdegods understands this.

3/9 Image
y00ts is taking a quasi-CC0 @nounsdao approach.

Think of the ⓨ as a stamp of approval by the @DeGodsNFT to build sub-projects on top of DeGod/y00t IP.

Each builder could have a ⓨ registry, which will assist in the proliferation of DeGods yet no one is talking about this.

4/9 Image
Why this matters:

b/c #nouns has showed us that the Founders Dilemma is solvable via decentralization of IP rights. People are building incredibly innovative things on the IP of PFPs example: @nounscoffee by @thebrkfststudio nouns.wtf/vote/84

Now See: @DeBeansRoaster

5/9 ImageImageImageImage
@solana projects like @FamousFoxFed (1st)🟠 @communi3_io @degenfatcats @TheMonkeyLeague have 🔥 communities & I wouldn't be surprised if they start open-sourcing ideations around CC0 within derivative projects.

The first to accomplish this will dominate @ethereum adoption.

6/9 ImageImageImageImage
Near Term y00t News:

@frankdegods @ShiLLin_ViLLian @kingfud @kevindegods @taylordegods dropped #y00ts updates:

1. #y00tlisted & DeadGod holders will be able to mint a y00ts t00b🧪 separate collection akin to CloneX Vial opensea.io/collection/clo…

twitter.com/i/spaces/1nAKE…

7/9
2. the mint t00b is scheduled to open Sunday September 4th ~2:00 PM y00ts.com

3. 5-7 days where #t00bs can be traded before being exchanged for a y00t (game-theory time).

4. PHBT 33.3% "Burned DeGods" are back as prizes

5. 90% common, 9% rare, 1% super rare

8/9
More information can be found: @thomasjeans @bengreen927 @ShiLLin_ViLLian @MetaCrypto1000x

P.S excited to see more DeGods come into the spotlight akin to franks rise - best guess @kevindegods @MrBeast @pencilzwrld or @JerDeGods

9/9 ImageImage
@frankdegods to confirm 😂😉

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More from @TokenVC_

Aug 19, 2023
You spend 1000s of hours interacting with @solana but do you understand it's infrastructure/architecture.

I'll make it simple, bookmark this.
[1/9]👇🏽 Image
Before we jump in it's fundamental to understand how different blockchains work:

1. BTC = Proof of Work (Computing Action Required)

2. ETH = Proof of Stake (Random Validators)

3. SOL = Proof of History + Proof of Stake (Random Paralleled Validation) Image
From the highest level Solana's blockchain is comprised of:

1. Transactions (ex: buying JPEGs @tensor_hq)

2. Leaders (individuals who provide the current state of the transactions in network ex: @jito_labs @jump_ @a16z)

3. Validators (the cohort who confirm/deny the leaders). Image
Read 12 tweets
Oct 22, 2022
Macro Guide to Crypto/VC Markets✍️

The astronomical rise in valuations over the last 2.5+ years have come to an end.

Let's talk about the “great reset" in Crypto (Tokens), Public (Stocks), Private (VC) Markets.

{how founders/investors should position themselves}

1/15
🧵👇
-- Disclaimer --

• For crypto-native individuals 👇 learn macro economics b/c it trickles into everything from Tokens-NFTs.

• I've learned so much from @theallinpod @DavidSacks @jefffluhr @craft_ventures {their framework intertwined w/ my macro/crypto outlook & environment}.
2/14

• For investors, collectors, founders (particularly in crypto) who have not experienced a true bear market (think '00, '09) this is an unsettling period.

• Nov '21 - Dec '21 was a cyclical peak for markets:

Crypto: $3T --> $1.06T
S&P 500 $40.4T --> 31.9T

What happened?
Read 15 tweets
Oct 21, 2022
Mini-Thread🧵

Alpha alert for founders who want to accelerate their protocol/project via @a16z @a16zcrypto accelerator program.

{+ read on for non-founders/individuals looking to learn more about the landscape/ecosystem}👇📍
-- Disclaimer --

I personally have learned so much from @a16z startup school from talks w/ {@cdixon @jessewldn @danboneh @alive_eth @BrianBrooksUS} & many more in person/via their series.

Not saying @a16zcrypto is the best route, but it's worth a look.

/1

-- Macro Thesis via @a16z --

• Since 2017 web3 has grown rapidly, even by tech standards & yet the tools necessary to build an enduring web3 product are still poorly defined & distributed.

• This is particularly true for new ppl entering the space from web2.
Read 9 tweets
Oct 20, 2022
{Royalty Solution = @DeGodsNFT CC0 Platform🧵}

Why I think @frankdegods is going to launch a CC0 platform / tool to overcome the royalty issues.

👇 Image
— Disclaimer —

This is speculation, these are my observations of what I think Frank is thinking about doing.

P.S I’d do the same thing.

In the off chance this isn’t your plan @kevindegods @pencilzwrld @frankdegods hmu it should be.
/1

— Shocking Solana, but not rewriting the playbook —

• The best innovators find interesting, proven ideas & try to make them 10x better.

• To date Solana hasn’t cared about CC0 but in zero fee environment SOL may pivot to it. Image
Read 10 tweets
Oct 20, 2022
Mini-Thread🧵
{Narrative Weaving}

NW is fundamental to the ebbs & flows of the markets. It's important to know who's weaving the stories in your ecosystems.

Top 8 NFT accounts / about them
(ETH/SOL per @nftinspect)
/ Rank 1 @ShiLLin_ViLLian

Meteoric rise to fame during the @y00tlist saga, follow by the inverse of capitulation when he started his daily spaces with
@barkmeta & @notthreadguy.

Global Reach: 28.5%
Following: 83.4k
PFP: Reptilian Renegade

nftinspect.xyz/profiles/ShiLL… Image
/ Rank 2 @frankdegods

The founder & chief social experimenter @DeGodsNFT & @y00tsNFT without a doubt one of the most innovative characters in the ecosystem. Serial inventor, 33.3%, y00tlist, & hype master.

Global Reach: 24.3%
Following: 136k
PFP: DeGod

nftinspect.xyz/profiles/frank… Image
Read 12 tweets
Oct 14, 2022
Mini-Thread🧵

Venture Capital funds that lead pre-seeds rounds (part II).

(@ web3 / generalist founders).
Disclaimer: there is an endless number of quality VC firms, this is more informative for founders (who live on twitter) vs a manifesto of what VCs are the best in the space.

trying to help founders navigate VC that's all.

(happy to make intros if you're building cool stuff).
@btv_vc by @pitdesi (unreal on fintech), @iamjakestream @_laurenmessner @jbahrdestefano

Leading pre-seed/seed rounds of fintech companies, globally. Crypto x Fintech.

Average Check Size: $1M - $20M*estimate
Rounds: Pre-Seed, Seed, Series A, Series B+

btv.vc
Read 9 tweets

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