icebreaker.xyz/0xen |
https://gallery.so/Oxen/galleries | https://opensea.io/collection/farcats

My $Clankermon thesis is 8 fold

1.  I enjoy supporting/betting on based devs and @matthewfox & @arek have a lot of potential to hit a home run.

2.  People like games.

3.  People like collecting things.

4.  The mechanic tying the game into token performance for the Clankermon creates a dynamic environment, also has potential to engage different token communities. (Think of the BNKR supporters who might want to get a BNKR Clankermon).

5.  It had retraced and spent a long time in accumulation phase when I started DCA into my positions; don’t do TA, yet I could imagine it will paint a nice chart…

6.  Potential to gain bigger exposure with TBA launch

7.  Game mechanic has potential to create demand for the $Clankermon token, aka more than just a meme.

8.  They are my bags.

Will take a minute to outline my “risks” in another cast soon enough.

Appreciate the thoughtful breakdown !! 🫡