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Opened up my first @nba_topshot pack last night and copped a dope @Giannis_An34 moment! Got me thinking about the potential of what @dapperlabs is building... https://www.nbatopshot.com/moment/donutdood+b8e3b28c-9c88-43d7-aa26-9947b06846ae
Nike and Adidas have been creating culturally relevant and valuable products for decades but don't have an ideal way to recoup any $$$ on future transactions from secondary markets... https://wwd.com/fashion-news/activewear/sneaker-resale-sites-a-hot-category-in-midst-of-pandemic-1234638885/
Apparently the resale sneaker market could reach $30B in the next 10 years and the sports memorabilia market is already $5B+ 
So @nba_topshot is controlling the supply and demand of their NBA licensed collectibles...but they also built their own marketplace. They get a cut of every transaction bc the ecosystem is entirely on their platform.
Supply + Demand + Owned Marketplace =
Supply + Demand + Owned Marketplace =
Topshot has already done $30M in sales over the last month... a great thread below on the future of digital collectibles https://twitter.com/romeensheth/status/1358928019012919299?s=10
Potentially already on track to have $150M in monthly GMV through their marketplace.... https://twitter.com/gregbettinelli/status/1353429423916150785
Still a lot to be learned about this entire space. I'm a fan tho... long digital collectibles. https://www.nbatopshot.com/moment/donutdood+b3cbdcb7-0898-4107-8230-18d1b734c5ed
My estimated TAM for NBA Topshot is a $Bajillion
FWIW my Giannis moment is already going for $14. Find me on a beach retired.
