V1 punks catching a bid. I think the market is realizing how thin the argument against them is

Around 35 minutes into this @Cryptopathic and @notthreadguy talk @v1punks and long term thinking on them. Love seeing these conversations happing in new arenas all the time now.

Threadguy's FULL interview with @Cryptopathic Trading crypto at 15, selling the $WIF NFT for $4M, V1 Punks thesis, and more!

Path explains that the current CryptoPunks are actually a V2 of an original V1 collection which contract was thought to be messed up but was later fixed He also reveals he owns a lot of them and is very bullish on them “From a collectible and historical standpoint I think they’re actually better than the V2s and them being valued at only 5% of the V2s I think is ridiculously undervalued”

swag pack ⭑ emoji/emote expansion for mons dot link 🔗💧 now minting vvv on sol collect 467 open edition character heads, stars, mons and items to customize your player id card & use the rare video emotes battling against friends!

Most expensive $horse ever sold: $70M

great to see @Cryptopathic’s provenance thesis playing out memecoin mania + AI-generated images are net positives for provenance as the sheer volume keeps reinforcing the link of a provenance token back to the original meme been holding $DOG and $NFD for a while - it’s time also path is one of the most genuine OG out there

People who succeed in trading usually do so by leaning on skills developed in other areas: General curiosity about games, systems, and mental frameworks, a strong sense of integrity, etc. Trading amplifies, exposes and teaches those interests and habits, but it rarely creates them from scratch. For me, this is mainly about first-principles thinking. It’s stripping away assumptions, inherited narratives, and surface-level trends to ask: What’s irreducible here? Markets teach this ruthlessly: any unjustified complexity gets you rekt. They demand simplicity. But simplicity is not the avoidance of complexity. It’s the product of deliberate refinement. By stripping away layers, you identify not just the actors, but the levers. Markets are a masterclass in this. But every domain (careers, art, politics, love, etc.) has its own “physics”. This abstraction leads to agency. When you understand the forces at play, you stop reacting to symptoms and start engaging with systems. Similarly, life’s ambiguities become navigable when you’ve rigorously defined your own terms: what matters, what’s negotiable, and what’s foundational. Markets teach you to think in tensions and trade-offs; life rewards you for applying that same rigor. Yet, this lens works both ways: the same rigor that grants agency also exposes the fragility of your assumptions. It humbles as much as it empowers.

My latest asymmetric bet is $NFD Listen to @Cryptopathic on @notthreadguy's latest stream if you're not familiar I might even buy a V1 punk now too ...@Cryptopathic any chance you own V1 punk 2971 ? Kind of want my matching 'misprint' ...

Jamie, Pull up Little $SWAG World