In this video I take a look at the latest rotations in the NFT space as traders deal with declining volume.

If we step back and look at the market as a whole we’ll see that things are looking pretty ugly. The core piece of the NFT meta (10k pfp collections like BAYC, Cryptopunks, Doodles, Azuki) is losing momentum. As a result traders are adapting to a new meta and they’re taking bigger risks to find alpha.

In this video I talk about this system of finding new “rotations”, the pros and cons of this strategy, and some predictions for the trends that might dominate the next few weeks and months.

kaiju kingz drop:
midnight labs:
old nfts:


0:00 start there
0:52 the changing meta
1:28 RIP cute NFTs and meme projects
2:40 the thing about influencers
3:24 solana summer
5:58 UTILITY and DAOs
7:32 free mint season is back
8:29 too old to fail
9:04 art blocks and FX hash
10:01 strategy pros and cons