Catching trends before they trend Alpha content ▸ early signals ▸ narrative threads🧵 Built in public, executed in silence.🕵️♀️ 🦅
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Everyone keeps asking when NFTs are coming back.
I think that is the wrong question.
NFTs are already coming back, just not in the lazy way people were waiting for.
Not every comeback has to look like floor prices going vertical overnight. Sometimes the real comeback is when teams stop treating a PFP as the final product and start treating it as the first layer of something much bigger.
That is what feels different now.
@BoredApeYC is not only trying to be a status symbol again. It is leaning back into the idea of a club, with @OthersideMeta becoming a more persistent world, a physical Clubhouse, IRL activations, 3D models, gaming, culture and collector identity all feeding into each other.
@pudgypenguins is probably one of the clearest examples of NFT IP entering the real world. Plushies, retail shelves, Pudgy World, trading cards, physical collectibles, and a brand that normies can actually understand without needing a wallet first.
@Azuki is going deeper into anime, manga and TCGs. That matters because anime culture already understands fandom, characters, lore, collectibles and long-term emotional attachment better than almost any other category.
@Claynosaurz is interesting for a different reason. It feels like a creator-led entertainment studio that happens to have Web3 roots, not a Web3 project desperately trying to become entertainment. Animation, toys, blind boxes, gaming, short-form content, community energy. That is a very different model from “here is roadmap v12, please believe us.”
@normiesART might be one of the more underrated signals too. Fully on-chain art is already cool, but connecting NFTs to ERC-8004 style agent identities makes the idea much more interesting. A PFP that can become an agent, carry identity, build memory, interact, and maybe participate in a future agent economy is a very different conversation from “nice pixel face bro.”
And @veefriends is another reminder that collectibles are not dead. Cards, comics, characters, physical products, events, burns, rewards. It is less about trying to impress crypto Twitter for one week and more about building a collecting universe that can compound over years.
This is the part I think many people missed.
The next #NFT cycle probably will not be only about art JPEGs trading between the same 5,000 people.
It will be about IP with distribution.
Games with owned assets.
Cards with digital rails.
On-chain art that actually uses the chain.
AI agents with identity.
Memberships that feel alive.
Characters that move from wallet to world.
And communities that still care even when the floor is boring.
That is the real filter.
Anyone can pump a floor for a few days.
Very few teams can build something people want to belong to for years.
Maybe NFTs did not die.
Maybe the weak version of NFTs died, and the serious builders kept going.
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