Everyone’s overcomplicating NFTs.

The most simplistic answer for why NFTs will be the biggest opportunity for most people has less to do with utility, community, or whatever gets bolted onto the contract later.

It’s that the built-in supply friction has solved scarcity.

In coins or tokenised assets, there are 50 million assets and only a handful of battle-tested blue chips that actually matter.

At one point, there were 47,000 memecoins being created every single day.

There are 273,000 NFT projects in total.

So there’s less supply, but with NFTs the art layer wins attention.

And attention mixed with scarcity is jet fuel.

NFTs are expressive assets. They signal identity, taste, status. It makes them incredibly hard to sell, especially if you only own one in a collection.

So you have supply friction, outsized attention potential and a holder behaviour that can’t hit the sell button.

If you can use a little brain power and pick some combination of the best IP plays, art that actually captures culture, or historical projects that just need time to do the heavy lifting, you will win.

Big.

That’s the low hanging fruit.

Most people will mid-curve the crap out of it.

I’ve put together a simple NFT investing cheat sheet with 21 projects.

It’s in my bio.