$CARDS has repriced much faster than actual @Collector_Crypt growth. $CARDS is up 123% over the past 30 days and 667% over 90 days. gacha spending grew 74% and 153% over the same timeframes. this rerating may be justified if token value accrual follows. today, however, the link from app growth to tokenholder returns is unclear. i'd have a much easier time going all-in on $CARDS if value capture was actually explicit (like with $RAIL). honestly though this is a much bigger crypto problem: > tokenholders are told they're buying exposure to network growth. > in reality, they're buying exposure to the *possibility* that network growth benefits the token. > meanwhile, equity holders benefit by default. to me that feels super backwards, and something we need to fix asap.

Ex-Wall Street CIO: AI Is About to Reprice Everything You Own w/ @jvisserlabs & @1MarkMoss 0:00 — Episode Trailer 0:50 — Bitcoin Is the Best AI Trade? 5:05 — What Problem Does Bitcoin Actually Solve? 11:08 — Secure Your Bitcoin with Unchained 11:55 — Why AI, Bitcoin & Tokenization Are Reshaping Finance 15:09 — What Problem Does Tokenization Actually Solve? 22:35 — Is Today's AI Boom Bigger Than the Dot-Com Bubble? 26:32 — Buy Bitcoin with River 28:08 — Will AI's Massive Spending Eventually Hit a Wall? 31:34 — Where Will AI Investors Make the Most Money? 39:28 — Does Bitcoin Need Economic Collapse to Win? 38:02 — Download Rumble Wallet Today 41:25 — Is the AI Trade Over... And Is It Finally Bitcoin's Turn? 47:32 — Is the Four-Year Bitcoin Cycle Still Real? 50:52 — Why Jordi Is Bullish on America and the Economy 54:59 — Get a 2nd Passport with Bitizenship 58:04 — Why AI Could Destroy Corporate Valuations 1:01:38 — Why Michael Saylor Saw Bitcoin Before Others