TappySF retweeted
At this price $RDDT implied growth for 2027 is sub 20%
This price also includes $0 of AI deals
And $0 of settlement from the Anthropic lawsuit
Meanwhile a likely reality is that
$RDDT will grow at +40% in 2027
There will be new AI licensing deals
Anthropic will have to pay a hefty fee to settle the lawsuit
And this doesn’t even take into account any new features within the app to grow DAU or ARPU
Get fucked market, I’m not going anywhere
TappySF retweeted
At $280 $RDDT was priced for 60% growth YoY, a fortress MOAT that AI can’t disrupt, and more than that, can’t live without
At $150 $RDDT is priced for a complete growth collapse, AI replacing most of its use cases, and not even citing/using it in answers
My point of view is that $RDDT is way too big and important in our culture to fail
The brand is sticky, the core value proposition hasn’t changed and won’t change because of AI : people will keep talking to each other as long as humans exist
Also, I believe in competent people working their ass off until something clicks. And I think Huffman is competent people.
$45B is current fair value for this business IMO. Current SP is a depreciated price driven by FUD and bad sentiment
TappySF retweeted
Nice acquisition here, one I feel will age like wine 🍷
Proud to have added House of FOMO (@XCOPYART, 1/1, February 2019) to my collection.
The title reads like a fashion house. “HOUSE OF” arced over FOMO, boutique stripes, the bag you carry so people can see where you shopped. What’s inside: green candles. The caption underneath is blunter — “buy dips, not green dildos.”
Minted 9 February 2019, ETH around $125, roughly 90% off the high. He drew the bag at the exact moment almost nobody experienced FOMO — everyone was carrying such a bag, just not showcasing it.
It is timeless because the experience never changes. Animal spirits run the same route every cycle: the thing goes up, the going up becomes the thesis, and you end up holding the bag. Crypto from 2021, or from last October. Tech from June. Whatever looked like it would moon.
Eight frames, everything jittering, and in the last one the lights go out. Shop closed. Then it opens again, bright as ever.
It was minted near a bottom. Seven and a half years later it changes hands. I dearly hope the timing rhymes. V1. Original primary. Untraded since 2019.
Thanks @0xBloomLabs and @0xRoses0x for brokering and so much more. And to @RaoulGMI for helping me summon the animal spirits when it mattered.
opensea.io/item/ethereum/0x4…
TappySF retweeted
Pool
(Edition Option #3)
BrinkWorks Series 4: Summer
A dynamic aspect ratio pool with binary code floaties. Interactive Ripples occasionally push them around. You can also control and drive the toy boat.
TappySF retweeted
$RDDT is valuable because it vertically integrated all the forums on the internet into a centralized algorithmically driven app that now has huge network effects
It is a Hidden Monopoly so to speak
I hate the platform broadly speaking but see that there’s no stopping the business
TappySF retweeted
Seeing tons of $RDDT FUD posts yet again. I’m not sure if it’s coordinated at this point it always seems to come out at the most vulnerable moments.
1) IOS Users dropping - I already disproved the validity of the math behind that. If IOS users dropped 5% YTD how could US users only be down 0.6% when search traffic referrals is falling? Doesn’t math out. Likely bad data/false.
2) ChatGPT citations as a percent of queries. Easily manipulated by queries expanding > Reddit being cited. I have no way of knowing if that data is even accurate. Does ChatGPT even share that data? What was the sample size? Also probably wouldn’t surprise me to see AI overview changes summarize content. Either way, was anyone using ChatGPT looking to scroll on Reddit?
It also doesn’t change the core issue. AI models need context and they have to get it by scraping the web paying for it.
I believe Reddit will win their legal pursuits against Anthropic and Perplexity.
Cloud flare also in September is changing how web scraping will operate. AI agents will have to verify if they are agents or not. The goal is to block mixed purposes AI crawlers that steal data.
Once you factor all of this in, it’s extremely unlikely that AI labs just choose not to license Reddit data.
If that was the case why did Google pay 10m for spirit airlines internal data? Or OpenAI license $YELP data recently?
These accusations and claims being asserted are bogus.
Also I noticed those FUD posts got insane engagement.
Again I’m under the assumption a lot of this is purposeful.
My conviction remains strong in Reddit.
AI deals will come.
TappySF retweeted
A Journey Up Christ The Redeemer.
We spent the day prior disguised as “tourists” in the crowd taking photos outside the giant monument before wandering off towards some stairs that were off chained off and led down to a quiet secluded area.
In this area, there was room to drop off the side of the mountain into the jungle where we could hide. We decided if we could do the same the next day we could hide out and climb our way back up in the night and bypass much of the initial security.
We put up the drone to grab images of the locking mechanism on a secret door in the statues side. We saw what we believed to be a small padlock, and I had one single pair of lock picks with me.
The next day we put the plan in motion, dropping off from our secret area and hiding on the side of the mountain into the jungle all night until it was time to break for the monument. Up the scaffolding and at the secret door, the picks did the trick and we’d need them once again to access the doors to the arms and head of the statue.
At daybreak with workers below, we made a stealthy climb down and out through a partial jungle area and down railroad tracks to the mountains base. These are some photos from a plan that went off without a hitch.
TappySF retweeted
I hope you enjoy Lanett's writeup on this mesmerizing piece by the great @AnasAbdin, whose work we love
BatSoupYum's Collector's Notes: "Consumed" - a 🧵
Acquisition Date: 4/18/2026 Purchase Price: .15Ξ
Artist: @AnasAbdin
TappySF retweeted
I am perpetually bullish on culturally significant NFTs and wrote this long post explaining why the asset class is significantly undervalued. Strap in frens.
Before we begin: gm.
The market cap of all NFTs is 1.6BN, but NFTs improve every value driver over traditional art and collectibles which are multi trillion dollar markets.
Why will NFTs as an asset class be more valuable in the future?
- NFTs live on the blockchain and are fundamentally different from digital art that came before it
- In 2016 people said BTC “wasn’t real”, today they say “NFTs aren’t real, scammy, etc” Just incredibly wrong
- This sentiment is great bc it creates opportunity for those paying attention
- computing arts have incredible depth and combined with a novel network like Ethereum, there is a wellspring of innovation happening right now around gen art, algorithms, community engagement, visual display, coordination, etc…
- Network art and collectibles will forever change the world. The new relationship that artists can form and engage with their community is fascinating and highly addictive
- NFT community is engaged and obsessive. I’ve never seen anything like it. There’s so many great subcultures and categories to collect. AI art is not art 😂
- NFTs have perfect provenance with low carry costs
- They come with global capital markets available to anyone with an internet connection
- Art loves attention and NFTs have built in memetic distribution via the Internet
- NFTs will be the core primitive of new human civilizations (e.g. 6529)
- Permissionless networks, communities and societies colliding with art and culture is an unstoppable force and probably the coolest thing ever
- The people collecting high value NFTs right now are the best investors in the world. They are tech forward, entrepreneurs, doctors, developer, artists and amazing humans
- the space is permissionless. There is no cabal. There are only exceptional networkers with capital in a tiny space and most all of them are great people. While they support lots of artists they can’t support everyone. It is what it is.
- If 6529 succeeds it is the mega bull case for NFTs. There is still a lot of work to get there but iykyk. It’s not just a NFT project but a beautiful vision of freedom and decentralized coordination in an increasingly centralized world.
- Incredibly few understand 6529 right now. Soon it will be much clearer
- The NFTs that are highly sought after and valuable today will be exponentially more valuable when the nft collector base grows again. Yes, xcopy, punks, etc are just getting started
- NFTs will be cool again. A NFT is just a new technology primitive. trends come and go. Collections come and go. Art is forever. People love collectibles.
- Not every collection will make it but things like cryptodickbutts are cool and hilarious and an evergreen collection. Many such cases. Stay Opepen to new ideas.
So what’s holding us back right now?
- Some will say wallets and security and difficulty with getting onchain and discovery, etc
- I think it’s much simpler. Art is upstream of wealth.
- Valuable NFTs live on Ethereum bc it is designed to run forever and NFTs can be stored with long-term trust guarantees.
- Ethereum is always running and has many clients, a huge community and is censorship resistant with low counterparty risk
- However Ethereum has been in a bear market for many years. To me it is that simple.
- RWAs are coming onchain, Agentic finance is loading, DeFi has PMF, etc
- Ethereum is slowly becoming the settlement layer of the world
- my view is NFTs are upstream of Ethereum wealth.
- As wealth is generated on Ethereum the scarce assets on the network will be highly sought after
- A counterpoint is 1 billionaire collector could send NFTs much higher, which is silly to contemplate. It is a tiny asset class
- I have no timelines. Buy what you like and are willing to hold to 0, which is most NFTs. NFA
TappySF retweeted
🚨🚨🚨I'm thrilled to announce a partnership with @ToledoMuseum (TMA) on an educational project that will be lead by TMA's innovative Director, Adam Levine.
tl;dr: Adam selected 12 artworks from my collection to discuss, and we'll be sharing those here over the next few months.
TappySF retweeted
You should text this to people who are close to you and not on this platform to read this
We’re in peak acceleration now
TappySF retweeted
Best Friends Animal Society is doing important work to continue to ensure the safety of the homeless pets in their care during these unprecedented fires in LA. Their LA clinics are also open to members of the community who need to access their pet pantry for supplies. ❤️ justgiving.com/campaign/la-w… - Team Sia
