Saw an irl non-crypto friend obsessed with NBA cards and tried to pass the normie test on him with @GrailCo : - he understood it immediately - loved that he can buy a portion of a card, as he wanted to invest in 4 but couldn't afford it - goosebumped on Kobe and asked me to send him 2k to start the normie test passed with me very well on Pump, polymarket and USDT, and now on Grail, nothing else @1confirmation team absolutely cooked on this highly advise to try the app out

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Crypto at its best is global, permissionless and unapologetically degen. At its worst it’s a handful of people extracting from everyone else.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Project of the Week: @GrailCo Sports cards have always been an insider game - illiquid, gatekept, and hard to trade. Grail is changing that. They turn PSA 10 graded collectibles into liquid onchain tokens. Each gtoken represents real fractional ownership of a vaulted, authenticated card. Live right now: * gMJ = two 1986 Fleer Jordan PSA 10s ($350K+ value) * gWEMBY = Victor Wembanyama rookie card * gBRUN = Jalen Brunson Silver Prizm PSA 10 * gSPEED = IShowSpeed collectible card * gYAMAL, gBRADY, gRONALDO, gELON and more In just one month on Base: * $8.4M+ gtoken volume * $4M+ total gtoken market cap * First physical redemption already completed (user burned tokens and received the actual Yamal card) This is real RWA - sports collectibles with onchain liquidity, transparency, and instant trading. Grail is bridging the gap between physical collectibles and the onchain economy. There's always a bull market somewhere. Grail makes it tradable.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

A zero sum way to look at degen culture is these mfers are dumb so let’s extract as much as we can from them asap. Thats how many founders and VCs been doing it. They put up a fake front but that’s how they really feel. A positive sum way to look at it is these people are learning and leveling up so let’s help them win asap.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Pro tips for our beta: - Use Privy wallet at signup! You can use Metamask, Rabby, Rainbow, Phantom, etc too but we’re Privy optimized to start so every thing works more smoothly that way for now (including no gas fees on all transactions) - Join our telegram group (DM us for the link) for daily new token drops. In past week we’ve dropped gKOBE, gCADE, gPIKA, gCHAR and gBRON and we got more legends on the way. - 10K gTOKENs can always be redeemed for 1 PSA 10 real world card from our vault. We’ll be shipping our first cards for redeemed tokens soon. - We’re optimizing for normie onramps with Coinbase headless (up to $250 via Apple Pay with no KYC) and Moonpay but easiest way for crypto natives to get started is just depositing USDC on Base (app runs on Base) - We’ll be doing our first Packs drop soon (grails from young goats only) so be on the lookout for that!

Name & Symbol: Rainbow ($RNBW)
Address: 0xa53887f7e7c1bf5010b8627f1c1ba94fe7a5d6e0

Polymarket for truth X for engagement bait

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

> be Nick > born 1985 in Syracuse, NY > grow up in lower middle class Italian family in Gloucester, MA Scores 1000+ points in HS basketball > holds multiple college football records > graduates Bowdoin College > 2011 > buys first BTC at $3/coin, puts entire networth in > 2013 > sitting in Portland, Maine > stumble on Coinbase > joins Coinbase as one of first employees > leads BD and marketing > but still nobody knows what crypto is > 2015 > survived the 2014 crash > keep grinding at Coinbase > helps first merchants accept BTC > leads bank integrations > runs the blog, social media > actually builds when no one's watching > 2016 > ICO mania everywhere > Coinbase is already massive > but Nick decides to leave > 2017 arrives > launches 1confirmation > $26M fund > investments from Peter Thiel, Marc Andreessen, Mark Cuban > Believer in bleeding edge crypto and products that bring more freedom and progress to the world > thesis: back authentic founders > back authentic founders > "long-term over everything" > early bets: > Ethereum, dYdX, Cosmos, Polkadot, MakerDAO > co-host Token Summit with William Mougayar > brings the best minds together > april 2018 > everyone says "NFTs are a joke" > meets Devin and Alex from OpenSea > we are on the precipice of a massive boom in NFTs > leads $2M seed round > First investor in OpenSea at $10M valuation > 2020 > pandemic chaos > spot Polymarket > trusts Shayne Coplan's vision > first investor in Polymarket at $10M valuation > $4M round > currently at $9B valuation > get bullish on prediction markets before CNBC and before everyone > keep investing > SuperRare, Nexus Mutual, Harbor, Tendermint > 2021 > crypto wakes up > raises another funds - $125M > still believes in long-term over quick plays > 2022-2023 > raises largest NFT fund, holds Cryptopunks, Xcopy, Beeple, etc. > first investor in Bridge (acquired by Stripe for $1.1B) > 1confirmation's AUM surpassed $1 billion > the cycles keep turning > hype comes, hype goes > FTX collapse > crypto VCs blamed from community > helps expose FTX as a fraud while the rest of the industry lifts it up > investments in Worldcoin, Rated, Pimlico > invests in Farcaster > Farcaster raises $30M > backs Degen on Base > 2025 > new investments still flowing > Limitless Labs $10M seed > Coop Records $4.5M > Gigaverse gaming $2M > Keplr wallet $5M > Meebits $3M > keeps backing infrastructure, culture, apps > 50+ portfolio companies > conviction compounding > today > one of the most respected crypto VCs > showed up, every cycle > Continues to fight for founders > speaks truth in essays, LP letters, X threads > Family man with 3 kids defination of crypto OG - @NTmoney

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

one trick to being early to every next generational project that your favorite influencers won't tell you is simple: follow specific VCs or funds and mirror their conviction. the key is to study their past wins, connect them to their current bets, and build your thesis around that. take polymarket for example: their first round in 2020 was led by polychain, one of the top VCs known for spotting moonshots. but instead of chasing the obvious, i focused on a quieter fund with equally strong conviction - @1confirmation. while 1confirmation Is among the VCs that doubled down on polymarket during uncertain times,they've built a crazy track record outperforming even tier-1 names like binance labs and a16z in retail ROI. just look at a few of their early wins: • opensea, before anyone cared about NFTs • $degen, where they made 100x on a $1M bet • limitless, where they got in pre-seed before kaito's 200x-oversubscribed raise their founder @NTmoney always says, "stick to your conviction even if it's unpopular." and that's exactly what sets them apart low noise, deep conviction, high signal. they're not perfect (no VC is), but when they're grounded in something, it's worth paying attention. a recent example from my own experience: i got into plasma around march, when nobody believed in the stablechain idea. my thesis? they were building a chain for stablecoins - something that's never been done before - with bitfinex and paolo ardoino (tether's CEO) backing them. fast-forward, it's now a top-10 project by TVL. the market doesn't really change it just rhymes. the patterns repeat. you just need to recognize them early enough to capitalize. gm if you gm ☀️

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

one trick to being early to every next generational project that your favorite influencers won't tell you is simple: follow specific VCs or funds and mirror their conviction. the key is to study their past wins, connect them to their current bets, and build your thesis around that. take polymarket for example: their first round in 2020 was led by polychain, one of the top VCs known for spotting moonshots. but instead of chasing the obvious, i focused on a quieter fund with equally strong conviction - @1confirmation. while 1confirmation Is among the VCs that doubled down on polymarket during uncertain times,they've built a crazy track record outperforming even tier-1 names like binance labs and a16z in retail ROI. just look at a few of their early wins: • opensea, before anyone cared about NFTs • $degen, where they made 100x on a $1M bet • limitless, where they got in pre-seed before kaito's 200x-oversubscribed raise their founder @NTmoney always says, "stick to your conviction even if it's unpopular." and that's exactly what sets them apart low noise, deep conviction, high signal. they're not perfect (no VC is), but when they're grounded in something, it's worth paying attention. a recent example from my own experience: i got into plasma around march, when nobody believed in the stablechain idea. my thesis? they were building a chain for stablecoins - something that's never been done before - with bitfinex and paolo ardoino (tether's CEO) backing them. fast-forward, it's now a top-10 project by TVL. the market doesn't really change it just rhymes. the patterns repeat. you just need to recognize them early enough to capitalize. gm if you gm ☀️

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

I found something interesting, a @Polymarket investment memo from 2020 by @1confirmation. I think Polymarket from back then would be shocked to see where it is today. I wonder if @shayne_coplan expected Polymarket to be this successful? There's also an interesting sentence on the screenshot regarding Token Mechanics. @NTmoney congrats on the investment! Being one of the first investors back in 2020, Polymarket might just turn out to be your best one yet. Today, in 2025, we're likely close to the Polymarket token launch, a return to the US, and global expansion, with Polymarket now having billions in volume.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Mfers are happy to see you win but not too much. This was the fatal flaw of Microstrategy. Estimates are Saylor owns 10% and has 45% voting rights of the entity that owns 3.3% of BTC. He's on TV everyday as the face. You think Wall Street wants him even richer? Hell no. That’s just human nature. "But Tom Lee is the same now for ETH!" Lee’s ownership isn’t close to Saylor’s. And there's also SBET, ETHZ, GAME, and more on the way. No one is hogging Ethereum ownership or the spotlight. This is why Wall Street and ultimately the people will get behind it in a way they haven't for BTC.

Name & Symbol: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

Mfers are happy to see you win but not too much. This was the fatal flaw of Microstrategy. Estimates are Saylor owns 10% and has 45% voting rights of the entity that owns 3.3% of BTC. He's on TV everyday as the face. You think Wall Street wants him even richer? Hell no. That’s just human nature. "But Tom Lee is the same now for ETH!" Lee’s ownership isn’t close to Saylor’s. And there's also SBET, ETHZ, GAME, and more on the way. No one is hogging Ethereum ownership or the spotlight. This is why Wall Street and ultimately the people will get behind it in a way they haven't for BTC.

Name & Symbol: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

Mfers are happy to see you win but not too much. This was the fatal flaw of Microstrategy. Estimates are Saylor owns 10% and has 45% voting rights of the entity that owns 3.3% of BTC. He's on TV everyday as the face. You think Wall Street wants him even richer? Hell no. That’s just human nature. "But Tom Lee is the same now for ETH!" Don't know how much of Bitmine he owns but I don't think it's anywhere close to Saylor. Correct me if I'm wrong. And there's also SBET, ETHZ, GAME, and more on the way. There's no one hogging Ethereum ownership or the spotlight and this is why Wall Street and ultimately the people will get behind it in a way they haven't for BTC.

Name & Symbol: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

Everything means everything Yes, you can now buy any @zora creator coin like @balajis directly in the Coinbase app And EVERY other asset as soon as it’s on @base, by default https://t.co/YGGvNQrlh4

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69