
@Chasneed_i
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Short term attention economist | Director of Venture Capital @OregonBlock
Joined January 2025
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Economics 📉
Analyst Nick Sakys is betting NO on September CPI landing at exactly 3.6%.
His thesis: the bucket is too narrow, forecasts are too uncertain, and the market is overpaying for precision.
Entry: 53¢
Tokenized Pokémon cards
Pitch Spotlight: Collector Crypt ($CARDS)
Presented by Charlie Sneed, Carsen Luna, and Miles Miller.
Trading cards are a $19.7B market, but buying and selling physical cards is still slow and built on trust.
Collector Crypt vaults graded cards on Solana and mints each one as an NFT you can trade instantly, rip in a gacha pack, or redeem for the real card.
Full pitch and fund report at the link in bio.
Shoutout to Charlie (@Chasneed_), Carsen, and Miles (@miles_mil52387) for a well-researched pitch!
There's a new version of this post
Charles retweeted
We will proliferate Blockworks data with the youth
Last night OBG pitched @Collector_Crypt's $CARDS during our open meeting.
Our call: BUY.
Real-world collectibles onchain, real revenue, and a dope team leading it. Bullish⚡️
Collector Crypt is an obvious buy:
1) Collector Crypt sits at the center of a massive, growing industry. Over the last two years, on-chain protocols have captured more than 10% of that market
2) It’s a leading protocol in the TCG sector. Leaders in every other sector trade at a 10x+ premium, while Collector Crypt is currently trading at just 3.5x
3) Massive catalysts are coming, and only the Oregon Blockchain Group knows about them… shhh🤫
Last night OBG pitched @Collector_Crypt's $CARDS during our open meeting.
Our call: BUY.
Real-world collectibles onchain, real revenue, and a dope team leading it. Bullish⚡️
Week 1 open meeting for @oregonblock
75+ people, crypto is coming to universities
Charles retweeted
Starting the year off strong with @oregonblock
Charles retweeted
most people will take this as a hyperbole, but Ansem is right on the money here
10 months ago I was just a kid living the “conventional life path” my parents instilled in me
> go to college
> get a job at a corporation
> have a family
> work for 40 years
> retire
at the time i was making $90,000 a year at a job that was considered above average to my peers
The fact that, no matter how hard I worked at my job, my reward would still be limited by my age and seniority was incredibly daunting to me
one night at a DormDAO dinner, @zackrosenblatt_ was giving his yearly speech thanking everyone for coming. something he said particularly stood out to me
while acknowledging the accomplishments of the people in the room, he said: “i love crypto because it doesn’t have that ageist BS that traditional finance has. if you’re good at what you do, you will be recognized and rewarded for it. this industry is the closest thing we have to a true meritocracy.”
that stuck with me
2 months after that speech i took what i thought was the biggest risk in my life and handed in my resignation
with just the power of an internet connection & an iPhone, im now expecting to make more than $1,000,000 this year
if i decided to stay the corporate track and not bet on myself, it might’ve been 20 years until i saw that kind of success, if ever
the feeling still feels surreal to me
i hope that in the future i can encourage others to take a chance on improving their life the same way i did
wifi & an iPhone man, it’s really all you need
you do not need anything else other than an internet connection & an iphone to make $1,000,000+ over the next 12 months
tokenization supercycle + 24/7 perps + social trading emerging seriously for the first time as a global metagame is going to give insane opportunities to those terminally online that learn how to trade attention & virality
Feels good supporting teams that are putting 100% of their effort into the right things and growing the community the right way.
Happy that some of the boys and I got to talk to @TuomHolmberg about where Collector Crypt is headed. We can proudly say we’re backing them to the max!
122,184 people sent @jackbutcher $8 through X Money
totaling $977,472 in less than 24 hours, beast
all credits now issued
any credit without a properly assigned recipient can be checked below
jack.art/creditcheck
Been thinking about what @meta_rylan and @davernandez have been saying about GEODNET, and I think it’s true. Extremely undervalued when you look at its revenue, burns, and other tokenomics. But to be honest, I’m just not in support of the DePIN narrative right now
When it comes to blockchain, DePIN seems to be at the bottom of the priority list. I feel like so many more innovations within blockchain need to be widely adopted before DePIN projects receive the attention they deserve
Before I bid on DePIN projects, my focus is more on DeFi, DONs, on-chain RWAs, and a couple of other areas before thinking about DePIN long-term
Based on the metrics, though, I could easily be convinced that GEODNET is a good investment
The winning crypto narratives have centered around bringing digital financial assets on-chain (e.g. equities, options, credit cards, AI privacy).
Naturally, I believe another narrative will come back into focus: rewarding users for bringing physical infrastructure on-chain. The DePIN sector was once crypto's darling, and while the sector has seen a structural decline, growing demand for robotics, drones, and physical AI infrastructure could bring renewed mindshare to the category.
Within this theme, solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu could be the protocol that revitalizes DePIN. It rewards users for deploying RTK base stations, which provide correction data for satellite positioning signals. This allows drones, robotics, and autonomous vehicles to pinpoint their location and operate with centimeter-level accuracy rather than meter-level.
Geodnet also checks the boxes of being both revenue-generating and value-accruing. It has been the second-highest revenue-generating DePIN protocol the past 30 days, with ~$10.6M ARR (10.5x FDV/R), ~80% of revenue going toward buybacks, and weekly issuance offset by burns increasing from 37% to 95%+ YoY. It has deployed 21,700+ base stations across 170+ countries, with the United States representing its largest market, where the buildout of physical AI infrastructure should continue to accelerate.
This is not a recommendation to full-port, but if you believe in the exponential growth story of drones, robotics, autonomous vehicles, etc., that DePIN can once again become the “cool tech” powering this growth, and that investors will further prioritize traceable fundamentals and value accruing to tokenholders, it is worth paying attention to in case it catches on.
nvm no need to listen to me
With all the excitement around tokenized equities over the past couple of months, I’m leaning bearish on Backpack (solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy), especially with the token up ~30% this month
Backpack currently has a $146M circulating market cap against approximately $32M in tokenized equities, representing a 4.6x multiple and its $582M FDV represents an 18.4x multiple.
Meanwhile, Ondo (ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3), which I’m bullish on, has a $2.1B circulating market cap against roughly $850M in tokenized equities, representing a 2.5× multiple and its $4.3B FDV represents a 5.0× multiple.
Backpack is trading at the premium here, but I believe Ondo should have that premium given its greater RWA scale, broader distribution, stronger regulatory positioning, and more developed infrastructure, etc, etc, etc
Thesis: long ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3, short solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy
Confidential NEAR Intents are just 10% away from surpassing public intents.
Curious to see what this will do for privacy perps as adoption grows within the Hyperliquid community.
If you’re bullish on tokenized stocks moving onchain, pick a chain and bid one of these four tokens:
Aerodrome issues 90% of the tokens on Base
Raydium issues 90% of the tokens on Solana
PancakeSwap issues 90% of the tokens on BNB Chain
Uniswap issues 90% of the tokens almost everywhere else
With all the excitement around tokenized equities over the past couple of months, I’m leaning bearish on Backpack (solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy), especially with the token up ~30% this month
Backpack currently has a $146M circulating market cap against approximately $32M in tokenized equities, representing a 4.6x multiple and its $582M FDV represents an 18.4x multiple.
Meanwhile, Ondo (ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3), which I’m bullish on, has a $2.1B circulating market cap against roughly $850M in tokenized equities, representing a 2.5× multiple and its $4.3B FDV represents a 5.0× multiple.
Backpack is trading at the premium here, but I believe Ondo should have that premium given its greater RWA scale, broader distribution, stronger regulatory positioning, and more developed infrastructure, etc, etc, etc
Thesis: long ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3, short solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy
This is horrible, @nickshirleyy please provide the location name & address so I can go check this out and help shut them down!!!!


































