Recording of me walking thru the thread real quick as I was dropping it

https://twitter.com/696_eth/status/1580359672363503616

🔥 ENS Hopium - Megathread of topics 📢🧵

1/15

Market cap of 3d+4d+5d is only about $191m For example, BAYC's is $1b

2/15

Comparing to coins thru congecoki, it would fall in the 165 range. Around OP, Link tokens. Lot's of room for x10 and it would be just the same as MCAP of Apecoin

3/15

Comparing to domains. Gdaddy mcap $12b - .com's around $250b Total names: 2.6m .eth vs 365m web2 domains

4/15

2022 domains report contains a lot. some interesting trends, patterns and even a perspective that it has been written from. Many astronomical numbers compared to our space. Lastly, it's clear our space attracts the eyes and more is def to come.

5/15

Marketplaces and stuff around ENS. 545k owners. Total volume on OS is at #23 w 66k ETH compared to Cryptopunks #1 w 1M ETH

6/15

Domains category is underrated. 1/100 of PFP. One picture worth a thousand words.

7/15

NAME is important. More important than you PFP. Random anon will be able to find ape.eth easy but they won't go OS to find that weird monkey pfp with particular traits or token number id to find your address so they contact you or hope to find your social media.

8/15

Names multidimensional and people would use multiple names because people are complex human beings.

9/15

While name might be even everything. You are you. #bcard and projects, communities and things with similar values strenghtent the ecosystem. And within this spectrum of possibilites, it's just a glimpse of opportunities to come.

10/15

This leads us to thinking about value. Non-monetary value, which is a whole thread of threads in intself. And of coruse, value of ENS domains, which I'll focus on. Wheter to sell or not to sell. If sell, when and how to even go about it. There is no one fits all solution.

11/15

While all the hopium is amazing. It's improtant to assess ENS closely for points of failure, critique and improvements. How DAO isn't decentralized enough. How funds are not used. And how with proper steps and implementations it might turn out to be megabullish.

12/15

ETH supply crunch w the Merge + EIP-1559. Leading to Flippenning. ESG friendly => more companies getting in and onboarding retail. Next Bull.

13/15

Outside of crypto - Macro outlook on: FED War Supply issues High inflation Other factors

14/15

Everything is going to be expanded upon.

Opinions are WELCOME. Open to collaboration and cooperation. Whether you have some knowledge about any of these topics, some skills like building fancy graphs in excel or just curious to explore and learn with me.

15/15

#696eth

Recording of me walking thru the thread real quick as I was dropping it

https://twitter.com/696_eth/status/1580359672363503616

🔥 ENS Hopium - Megathread of topics 📢🧵

1/15

Market cap of 3d+4d+5d is only about $191m For example, BAYC's is $1b

2/15

Comparing to coins thru congecoki, it would fall in the 165 range. Around OP, Link tokens. Lot's of room for x10 and it would be just the same as MCAP of Apecoin

3/15

Comparing to domains. Gdaddy mcap $12b - .com's around $250b Total names: 2.6m .eth vs 365m web2 domains

4/15

2022 domains report contains a lot. some interesting trends, patterns and even a perspective that it has been written from. Many astronomical numbers compared to our space. Lastly, it's clear our space attracts the eyes and more is def to come.

5/15

Marketplaces and stuff around ENS. 545k owners. Total volume on OS is at #23 w 66k ETH compared to Cryptopunks #1 w 1M ETH

6/15

Domains category is underrated. 1/100 of PFP. One picture worth a thousand words.

7/15

NAME is important. More important than you PFP. Random anon will be able to find ape.eth easy but they won't go OS to find that weird monkey pfp with particular traits or token number id to find your address so they contact you or hope to find your social media.

8/15

Names multidimensional and people would use multiple names because people are complex human beings.

9/15

While name might be even everything. You are you. #bcard and projects, communities and things with similar values strenghtent the ecosystem. And within this spectrum of possibilites, it's just a glimpse of opportunities to come.

10/15

This leads us to thinking about value. Non-monetary value, which is a whole thread of threads in intself. And of coruse, value of ENS domains, which I'll focus on. Wheter to sell or not to sell. If sell, when and how to even go about it. There is no one fits all solution.

11/15

While all the hopium is amazing. It's improtant to assess ENS closely for points of failure, critique and improvements. How DAO isn't decentralized enough. How funds are not used. And how with proper steps and implementations it might turn out to be megabullish.

12/15

ETH supply crunch w the Merge + EIP-1559. Leading to Flippenning. ESG friendly => more companies getting in and onboarding retail. Next Bull.

13/15

Outside of crypto - Macro outlook on: FED War Supply issues High inflation Other factors

14/15

Everything is going to be expanded upon.

Opinions are WELCOME. Open to collaboration and cooperation. Whether you have some knowledge about any of these topics, some skills like building fancy graphs in excel or just curious to explore and learn with me.

15/15

#696eth