pepe
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crypto//art 🟢 @pepe__wtf @cyborgdao 🟢 v0
art collection:
Joined April 2024
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𝗯𝗲𝗹𝗶𝗲𝘃𝗶𝗻𝗴 𝗶𝗻 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 - 𝗼𝗿 𝘄𝗵𝘆 𝗼𝗻𝗲 𝗰𝗼𝗶𝗻 𝗶𝘀 𝗻𝗼𝘁 𝗹𝗶𝗸𝗲 𝘁𝗵𝗲 𝗼𝘁𝗵𝗲𝗿𝘀
this is not a writeup about cultural icons, personal preferences, or internet lore.
rather I want to dissect a moment in time.
$PEPE was born in april 2023 - a
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holy shit lmao
huge shorts on memes
funding NEGATIVE
GME moment for crypto
it’s going to be a big week.
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finish that nothing burger and order dim sum - or why you’re looking at the wrong side of the pond
the pepe community has lately been laying out some catalysts that will pave the way for a continued uprising of the frog. in truth, what we are seeing is the frog will take its
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“we are all pepe” - but are we? just asked chatgpt if pepe the frog has a consciousness:
The idea of attributing consciousness to Pepe the Frog, a cartoon character, is an intriguing and unconventional philosophical exercise. While it might seem absurd at first glance, exploring
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never owned a punk. prefer my rare pepe nakamoto card.
never owned generative art blocks. prefer all of my ai art.
art is not a great lottery ticket.
your collection reflects your opinions.
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why are people afraid to say “I don’t know”?
da vinci thought art was rooted in science. michelangelo thought it was the expression of divinity. van gogh thought it was the expression of inner feelings and emotions. picasso thought it was exploring new forms.
if the greatest
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a few years ago, when I was still bartending in a diner lost in the mid west, an individual sat down and ordered 4 shots of double espresso.
at first, I was a bit taken aback.
“are you sure of that, sir?” I asked.
“never doubt me” he replied.
as I brought them to the table,
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it’s wild Scrilla is not on this book
- 2016 Rare Pepe artist
- 2018 SuperRare artist
- 2021 Fake Rares creator
- 2023 Ordinals artist
one of the GOATs of CryptoArt and a huge miss frankly
but it’s fine
we simply pepe
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it almost seems like in the last month the big accounts were forgetting one coin
wonder what happened to it next
Retardio.
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20% pullback from 3y ath reclaim. shitcoins 1mo down 50 to 90%. the top r/r of the season. you wouldn’t believe it.
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amazing few days at basel!! so happy to finally meet
@halecar2
,
@showsupnaked
and
@fred_dot_jpg
at your stunning show and lovely dinner, where I also met
@quasimondo
aka the autonomous robot daddy. got to hang out too with long time discord buddy
@randomcdog
, and of course the
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amazing to collect the 1/1 for this mindblowing artwork!!! artist page link below 👇
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𝗺𝗲𝗺𝗲𝗰𝗼𝗶𝗻𝘀, 𝗯𝘂𝘆𝗶𝗻𝗴 𝗰𝘂𝗹𝘁𝘂𝗿𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗿𝗲𝘃𝗲𝗻𝗴𝗲 𝗼𝗳 𝗰𝗿𝘆𝗽𝘁𝗼𝗮𝗿𝘁
last cycle, it was art that started the major NFT frenzy with the beeple $69m (fake?) sale
but corporate types still had a huge voice in crypto. thus, the corporate mindset took
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in my view the optimal dynamic for a long term collector dao is a saylor type strategy. identify your winner (xcopy, botto, ... ) and buy the top forever. most things in crypto that do well do it in one cycle and then chug along. if you find something that lasts more, you won.
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On Meme Art
When I was a young pepe stuck in high school, I would spend endless hours during and after school looking at memes online on different sites. These would mostly take the form of scrappy comics, roughly drawn squares with stickmen inside (Forever Alone, Fuck Yeah, Yao
𝗛𝗮𝗽𝗽𝘆 𝗯𝗶𝗿𝘁𝗵𝗱𝗮𝘆 𝗣𝗲𝗽𝗲𝗪𝗧𝗙! 3️⃣🎈🎉
It’s been 3 years making the best friends while creating a world of pepe art!!!!
Grateful for all of you pepes 🐸💚
To many more! 🎂
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circle back for a minute to 2017 icos
several projects with tens of millions raised in ETH
hundreds of millions in treasury per company / “dao” if decently managed
not a single project built a working app
im not even talking about low level software stack
none managed to
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13 seconds - don’t get distracted or you’ll miss the main event
in december 2015 in las vegas conor mcgregor became ufc featherweight champion in a highly anticipated fight that lasted 13 seconds.
in 2021, ~40% of the ufc ppv revenue came from 2 conor mcgregor fights, which
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xcopy is the people's crypto artist
(i'm not a collector)
as the space advances, cabal plays grow more common where financial interests propel the rise of an artist (pretty common in traditional patronage, gallery deals)
the chain shows a history of X editions selling for a few
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stunning ai art created in the last year. very different to anything done before. material to be excited about. collecting made possible by fellowship. a game changer. the second cyborg accumulation move. after the bdr.
can you hear that? it's silence. good time to explore if
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as the top memecoins overtake ghost town L1s and L2s in market cap many are asking how?!
𝗰𝘂𝗹𝘁𝘂𝗿𝗲 𝗱𝗿𝗶𝘃𝗲𝘀 𝗰𝗿𝘆𝗽𝘁𝗼 𝘂𝘀𝗲
how much would you have used Base without memecoins? and Solana?
how much do you transact on Ethereum outside memes & jpegs?
chains NEED
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nfts, art, memes, memecoins are a different, extremely popular form of entertainment in this space. they are not posing as 'serious' businesses, it's purely fun.
as a product builder, you hating on this is like a physical store business owner complaining that people went to the
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Since this week we've shared some AI art market insights, let's play with numbers.
First, let me say that I don't think anyone should be collecting art with a financial purpose. In the sense that we are in a hyper-financialized space, where there is an asset for everything, and
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“1/1/X”
looking at the upcoming “Infinite Images” collection by Holly & Mat on Fellowship I’m reflecting on how different the concept of 1/1/X is between generative and AI.
here are two of our collected pieces, and the two floor ringers atm. I personally consider the AI works
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in 2019, ethereum was also ‘dead’
dapps TVL (the term defi had not been spread) was under ~$50m and narrative about network centralization vs btc very present
but the builder community was pushing.
then came stablecoins, defi, nfts.
in 2021, ethereum was going to eat global
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🖼️ main collections
the bulk of the ai art market valuation today is ~ $100 million:
- Lost Robbies (~$30m)
- Botto Genesis (~$10m)
- Botto 1/1s (~$2m)
- BrainDrops Day 1 Set (~$6m)
- Life in West America (~$4m)
- AlignDraw (~$10m)
- NiceAunties (~$3m)
- Winds by Refik (~$14m)
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me running to tell everyone:
This Tuesday, Botto begins its search for the internet's mascot: Pepe 🐸
Botto has minted two distinctive frog figures before – iconic, yes, though not yet distinguished by a canonical Pepe collection
Now, alongside
@notablepepes
, Botto will create its consummate Pepe card
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how ppl who collected ai art pre 2025 will greet each other afterwards
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building thesis is key, but there is also a risk of dilution, in conviction and depth of vision. personally, I’ve spent the last 2.5 years focusing on 2 theses in the space only: memes & ai. 0 minutes spent thinking about other verticals (composability, gaming, L2s, etc). inside
@ScozziAxie
@CelestiaOrg
If anons on this app spent half as much time building theses as they did complaining, they’d be much wealthier
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pov: you publish an opinion on generative art that is not 'happy fidenza friday'
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our great/grandparents generation had close friends die in wars. our parents generation had close friends die from drugs. in our generation the issue that will be looked back on is mental illness. the amount of average ppl that are actually completely deranged, depressed or else
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something that will never cease to amaze me is that the people who were telling others to mask up after a year+ of covid data, get 5 booster shots, vaccinate children w 0 risk, cheered mandatory vax to enter restaurants or more importantly get a job
think they would be on the
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still here
stay crazy
20% pullback from 3y ath reclaim. shitcoins 1mo down 50 to 90%. the top r/r of the season. you wouldn’t believe it.
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📅 2024 thus far
in january I laid out how I expected the ai art market to grow in coming months and years through the BDR post.
in summary:
1) migration from Generative art
2) growth with broader NFT/art collectors
1) we are in this first phase. it has been set in motion way
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when you realize botto can’t send annoying dms cos it can’t access socials yet sells weekly mints for ~10 eth
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there’s a freedom to 25 followers and a blank account. expect rants. rejoice in delusions.
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the dao in your bio holds ~ 25% of niceaunties videos, just to name another fellowship artist series. are you worried about ‘artificial’ pumps there or only when it’s not your bags?
(tweet written in 2015)
@PaoloDiMedici
This has nothing to do with the artist. 2700 pieces in 500 wallets. Artificial supply squeeze.
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AI art maxis underestimate the craftsmanship and artistry it takes to develop a procedural generative art system
Life is good when you keep an open mind and appreciate both sides of the spectrum
L: Meridian
#988
,
@mattdesl
, 2021
R: Going to Standby,
@quasimondo
, 2017
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gonna have a contrarian take here
study what happened to oil futures in march 2020
negative prices (storage costs)
bayc will trade negative (wallet reputation costs)
target negative 5 eth (breaks blur ui)
patience.
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it’s counterintuitive that the longer a range/chop the more bullish one should get. yet it causes the opposite reaction. you thought btc was going to $100k when we hit $60k before summer? you should be thinking it goes HIGHER now as we sit at the ~same price.
did you gave up?
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100 true ̶f̶a̶n̶s̶ ̶ believers
during the second quarter of 2022, botto minted 12 genesis period pieces.
- 2 got 0 bids
- 8 were acquired by Cyborg, being the only bidder in 7
that was the start of
@cyborgDAO
.
it was also the start of my personal deep dive into ai art, at a
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those who survive long enough know - anyone comparing crypto and stocks has to create a new twitter every 4y
It is a whole lot of hopium to believe that ethereum is on the track of NVDA or AMZN. These companies had compelling plans for year over year growth and historical revenue growth to back it up. Ethereum has the opposite. NFTs are dying, onchain trading is moving to other chains,
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this piece is quite special. I spent my 12-13 year old school courses in south korea. it was my first conscious time abroad and the cultural contrast was incredible. I lived quite far from my school friends so my memories of that time are mostly being at home on my computer or
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Leonardo da Vinci’s last painting, which I had the pleasure of seeing in person in 2020. it really caught my attention.
“Saint John the Baptist”
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many of you may have noticed it is hard to track your runes portfolio as not many wallets/apps support price tracking yet. a developer friend in pango discord has built just this for the server, with a super sleek ui. feel free to shoot me a dm for invite
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🆕 over-minting and pricing power
I don't think I can provide much insight to an artist's craft. but if any are reading this and they want to have a takeaway, I hope it is this section.
your pricing power is a scarce asset that increases and decreases very much like a money
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probably my favorite AI piece from the early era. very few artworks from 2020 or before achieve these visuals.
AI Human Art
#27
by
@artistbitcoin
(February 2020)
in the
@cyborgdao
collection.
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🎨 what couldn't be done before
I recently wrote () about how Fellowship is introducing several series, themes and artists that are really pushing what artists are capable of using ai. this has been a massive pleasure to participate in as a collector.
stunning ai art created in the last year. very different to anything done before. material to be excited about. collecting made possible by fellowship. a game changer. the second cyborg accumulation move. after the bdr.
can you hear that? it's silence. good time to explore if
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I own 0 xcopy, but it makes me really happy to see the recent market revival and I hope it's an artist that lasts for long. everyone involved when he started so many years back deserves the win.
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💎 the grail
I want to share a spicy contrarian position here, that might come off as crazy to most reading, but that I believe will age very well.
the ai art grail, defined as the most expensive artwork series in the market in ETH terms, will be Botto Genesis, overtaking Lost
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it’s 2024 and you haven’t studied Power Theory based on mew & mewtwo?
choices.
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𝘁𝗵𝗲 𝘂𝗻𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗮𝗰𝘁
I used to wonder how could anyone denominate stuff in crypto vs USD (tokens, jpegs) to track performance, in a space where majors like BTC or ETH rise so much every few years.
I think now I understand why: to avoid the painful
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🤣 it’s amazing how dumb elites think the average person really is. keep in mind in this video they argue that bc trump used to “fire” ppl in a tv show, he is more likely to “fire” nuclear weapons.
same ppl asked you to take an experimental fake-vax shot for the greater good
I never want to witness a Hollywood production after this monstrosity
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