Added solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp to my long term portfolio: • @Collector_Crypt is becoming the liquidity layer for all front-ends (Jupiter, Loopscale, soon Coinbase and Ripmart): see it as Hyperliquid or Atlas, but for collectibles • Collectible marketplaces moat is sticky: sweet moat between decent TAM AND operational work that's painful enough not to attract competition for gambling platforms (PM, sport betting, launchpads..) • Will expand to other collectibles in the future. Might even try collectible perps if they corner enough of the supply of individual markets • Generating a ton of revenue, one of the lowest revenue/MC in the industry • Token is their sole focus, equity doesn't accrue value • Buybacks are already activated, but team isn't clearly communicating about them for compliance reasons • Current unlocks aren't sold, which means team and investors are bullish on CARDS • Solid team, especially @TuomHolmberg. He's been on all major podcasts recently, which often precedes big announcements • Ripmart & Coinbase partnerships to be announced in the coming weeks (could come with a Coinbase listing) • Thin onchain liq, and it's been catching attention of main Solana KOLs (Ansem, Threadguy) and smart analysts (0xKyle, WrongUser). Won't take much extra demand to giga send • They're still in growth phase, but I expect a 10x rerating once they fully embrace buybacks with majority of revenue Be mindful with sizing since it's not super liquid onchain yet.