The Biggest Opportunity in Crypto Almost No One Will Move On (Until It’s Too Late).
Lean into curiosity with a learning mindset—everything after that is upside.
I’m running on little sleep and have coffee on an IV drop, but moments like this don’t come around often.
If you’ve been following along, you’ll know I’ve been talking a lot about Punk Strategy (PNKSTR), the new token that arbitrages the price appreciation of CryptoPunks. Now we’re starting to see other “Strategy Tokens” launching around the ecosystem, and today’s one is a project called Goblin Town. They’re launching GOBSTR.
What I’m noticing in NFT collector circles is a ton of PTSD.
A lot of people see this stuff as faddy, which is goddam ironic, but also from my experience, that’s usually where the opportunity is. When there’s incomplete information, when people don’t quite understand what’s going on, that’s when most get caught off guard and end up playing catch-up when the train leaves the station.
This week, inside the Founding group, we’re going to be all over this.
There are a couple of strong launches lined up, in particular XCopy and Good Vibes Club, which I think will sustain demand. I’m in their Discord, reading the comments, and you can see a lot of NFT collectors don’t know what this is. They’re unsure, maybe don’t even know how to navigate to the site to make the claim.
That’s exactly where we’ll be, on the front foot while everyone else is still tying their laces.
It’s rare you get to be at the forefront of something. I was there with NFTs in 2021 when they blew up, and it felt the same in 2017 with Ethereum. This has a similar energy. As each new entrant comes in, it adds strength to something already pegged to a stable asset—permissionless, deflationary, and sustaining attention.
Now it’s just a case of can you take action?
You’ll start seeing other Strategies launch across different chains, such as Solana and even Bitcoin, running their own strategy tokens. There’s about to be a flood of opportunities. My approach isn’t to dismiss them, but to stick within your circle of competence. If those chains are in your wheelhouse, go after them, because there’s big upside.
It’s going to be an exciting week. I’ll keep updating you here as much as possible, along with some live streams—but the real-time information and deeper strategies will be shared directly with the Founding group.
Keep checking back on my Substack for updates. If you want to stay ahead of the curve with us, consider upgrading to Founding.
I really appreciate the support—it means a lot.
This one’s shaping up to be big.