Crypto Carl
@CarlKVogel
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Partner at @6thManVentures investing in crypto founders at their earliest stages. carlkvogel.eth
New York, NY
Joined November 2020
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Pinned Tweet
@mustafakqazi
and I analyzed more than 2,000,000 airdrop events across 40 protocols to build data-driven recommendations for airdrop design
With all the recent talk of "low-float" as the main culprit for recent price volatility, the results may surprise you 🧵👇
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I have seen some pretty horrendous takes on the
@PayPal
PYUSD token launch today - legitimately embarrassing for "thought leaders" on crypto twitter.
I worked on the project - here's my take 🧵
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The stat "90+% of startups fail" is intimidating until you are a VC and see the startups that get funded
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Of course
#PYUSD
has ability to "freeze & seize" assets - this is consistent with USDC, BUSD and event USDT. It's a core requirement for centralized issuers.
Anyone tweeting as if it's "surprising" in some way is click-baiting you for a reaction
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A 🧵 on Best Practices for Web3 Fundraising Decks
After seeing 100+ decks at
@6thManVentures
during my first 2 months, I wanted to share a few thoughts
Considerations for teams that are fundraising. 👇
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Ethereum is the most decentralized, trustless settlement network. Period. It also has the most liquidity and adoption. Any company launching a stablecoin would naturally start there, but it doesn't preclude a future launch on a more performant network
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PayPal's decision to launch a stablecoin is not "fuck around and find out" - there's a clear vision, strategy methodical approach at all levels - technology, regulatory and partnerships
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Why is PYUSD significant? First it is another step towards legitimizing crypto -
@Paypal
is the world's largest fintech provider and carries incredible brand reputation and user trust
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@PayPal
's launch of crypto assets in Sept 2021 was a leading driver of the prior bull cycle - I expect PYUSD will lay critical groundwork for future adoption
There's a few thought but feel free to post comments / questions
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In less than 5 minutes I was able to take out a $30k loan using my crypto as collateral. No paperwork. No discriminatory practices.
They call it 'going down the crypto rabbit hole', but it's so much more - seeing the vision for a better, more fair and frictionless world.
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Lastly, they have the right partnerships in place to unlock $USD millions in crypto settlement volume overnight - 29 million merchants and thousands of cross-border payments - one of the few platforms that can begin to solve global payments at scale
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Also, PYUSD will enable many more millions of people to safely enter Web3 - PYUSD is held bankruptcy remote unlike USDT and USDC - I would recommend PYUSD for risk-averse users over other stablecoins
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Saw this clean, 1att bldr close to floor.
At
@6thManVentures
we're builders supporting builders - welcome home Monke
@SolanaMBS
@MonkeDAO
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For those leaving
@SolanaConf
on international flights allow extra time at airport Immigration - insane
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@SolsteadsNFT
floor has been steadily dropping the past few weeks. Here's a few reasons why I'm still holding.
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There are also unique challenges with launching a regulated stablecoin on multiple networks and networks that aren't Ethereum (tech, regulatory, ux)
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Updating with this gem for a bit - congrats
@armaniferrante
and
@MadLadsNFT
for a successful mint in the face of unprecedented bots and traffic.
Note: Never leaving
@monkedao
, so never need to return
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Yesterday I spoke at
@HBSCryptoClub
Conference on a “Future of
@Solana
” panel with a rock-star lineup.
I opened with the below stats regarding the State of Solana:
1/ Solana does more transactions daily than all other networks combined
2/ More NFTs have been minted on
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Valuable lessons for Web3 Founders from Dialect's early growth strategy (
@saydialect
)
1/ Rather than using tokens to bootstrap network, they use sticker packs. Team found something that is non-monetary, yet intangibly very valuable to their desired initial customer segment 🧵👇
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On Web3 Marketing Hiring
One of the most surprising things I've found working with early stage
#web3
companies is that hiring for
#marketing
roles is typically more difficult than hiring for
#developers
.
Here are a few reasons why, starting at top-of-funnel
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The only PFPs on here are
@MonkeDAO
Higher
Excited to announce the Harvard Blockchain Conference on April 13-14, Sat & Sun!
We're thrilled to have a lineup of top [INVESTOR] speakers joining us. Explore the latest trends and insights in crypto investment. Secure your spot now and network with industry leaders!
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@SenWarren
@FTC
@SUBWAY
@jimmyjohns
@McAlistersDeli
How about we so something against
@Ticketmaster
, who “actually” has a monopoly that costs Americans $10-40+ dollars in fees per ticket?
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Yesterday I spoke on the "Opportunities in Web3" crypto panel at Harvard Business School with a terrific lineup of panelists.
Here's a few points I made to the students - sharing more broadly here:
1/ Composability is the superpower of crypto over the next 5 years. Putting
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I did a ton of research into Solana Staking - AMA.
TLDR, Solana Staking does not have counterparty risk for the underlying assets - it's well designed
If you were staking $SOL and your validator LITERALLY UNPLUGGED FOREVER you would still get all your principal back, plus all
if you're a large fund/institution and you're concerned about security or something, just shoot me a DM
I can 100% guarantee you these large corps do not know Solana better than us
(where do you think they get their info from?)
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Excited to announce the
@6thManVentures
investment in Atlas:
"Games are becoming platforms, but more specific to us, we think creation is becoming part of the gameplay and so that’s where we try to target Atlas’ technology.”"
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For
@6thManVentures
, I wrote a memo on $OHM since we've seen startups adopting its tokenomics model to raise capital.
When I started writing, $OHM was at $200 and went down to $92 at send - now it's down to $63.
A 🧵 why $OHM has downward price action and what we can learn👇
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Been reviewing a number of decks in the backlog while at the airport and there are 3+ where I have no idea of what the actual product is. Like, what is being sold, and to whom?
Product is so important and many founders overlook it in their decks, when in reality I care WAY more
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Anyone who's been grinding web2 days and web3 nights and wants to break in fulltime, checkout our research roles. Building giga 🧠 teams around DAOs, Tokenomics, and Infra. Accolades don't matter- looking for thought leaders to drive industry forward
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There are so many people joining
@creatureNFT
I cannot even keep up with the welcomes. To those I missed, welcome - you all are amazing creatures.
GN
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#Mainnet2021
did not disappoint - great vibe & energy. Congrats
@twobitidiot
. Takeaways, new or reinforced:
1) 'Multichain world' means different things to different people - eg L1 bridges vs L2 sidechains vs L0+1 soln's. We (industry) need to be more nuanced in terminology.
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What does
#DePIN
have to do with
@McDonalds
?
When normies ask me, "Why DePIN", a helpful analogy I use is comparing DePIN to the Restaurant Franchising model, which created the right incentives for efficient scaling, capital allocation and quality control.
Pre-franchising, it
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Don't be sleeping on wallets...
Incredibly bullish on Wallet 2.0, the next generation of smart wallets enabled by Account Abstraction (EIP4337),
@LitProtocol
, and others.
Crypto will never reach hundreds of millions of users with the current Wallet UX 🧵👇
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The
@MadLads
team will earn more for their holders than any other PFP collection this cycle - peak performance and execution
And always special reserve for the Chads
@MadSkullsNFT
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Some ask me if
@6thManVentures
is a
@solana
only or maxi fund given the # of Solana events we attend and the # of startups we invested in building on Solana
We have (and will continue to) invest in many terrific teams building on Ethereum, Polygon, Avalanche,Sui…
That said 🧵
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Earlier this week I was asked to give a prezo on writing effective Web3 white papers - here's an article summing my suggestions with examples.
If you find the article helpful plz retweet so other founders can find it.
Summary 🧵👇
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I received some of my best career advice when deciding on what PM role I should choose as I was leaving
@Google
back in 2020, pre-bull market
I was deciding between Senior PM roles in Web3 or a legacy industry (Mortgage Tech). Relatively similar comp, though the mortgage startup
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Coinbase bricked - there are many other options like
@cubexch
that are built from the ground up for performance. Also, balances can't "disappear" - you can always verify them easily on chain
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Could not imagine more stellar teams to watch the 150th Kentucky Derby with than
@BAXUSco
and
@photofinishgame
🐎🐎🐎
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Thrilled to expand by prior thread into a
@Blockworks_
op-ed.
Bitcoin ETFs lock people into traditional finance, but a PayPal stablecoin could onboard the next ten million into crypto
OPINION: The PayPal stablecoin launch is more significant than any future BTC ETF approval
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I don't think there's been a better time to be a crypto venture investor
- Dealflow signal-to-noise much higher
- Founders are increasingly giga 🧠 after having more time to build, learn, iterate
- Deals better align to valuation norms
- Real institutional adoption in sight
🚀
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The
@PaxosGlobal
🐴stable is full - we are ready for the Fine Fillies dropping soon
CC
@photofinishgame
CC
@mdudas
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In 2023 I'm starting Dear Buildoor, my take on product management & venture capital insights for those building in Crypto
Would love for you to check out the first piece and provide input on what additional areas you'd like to hear PM / VC perspectives
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Everyone in Web3 agrees that most DApp's UX isn't great - 3 things to consider today
1/ Embedded wallets. Consider
@Web3Auth
or your own implementation
2/ CRM for onboarding alerts, comms, etc. Consider
@saydialect
or
@NotifiNetwork
3/ Landing page & tutorials
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Shocked by the amount of Web3 teams that say it's hard to hire but also don't have a Jobs/Careers section on their website
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The
@6thManVentures
team has never been more busy providing token advisory/support for our PortCos
2024 will be an incredible year 📈
Checkout our site for our public research, and be on the lookout for our Airdrops analysis coming soon 👀
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NY heat didn't stop the Monkes this weekend - we're used to the Jungle. Also red pilled our waitress onto
#Solana
@0xSanthosh
@NfThinks
@DegenTW_
@MonkeDAO
@SolanaMBS
#NYC
#Solana
#SolanaSummer
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@Meta_Whale
Hi Meta_Whale team! I’m a PM at Paxos and I THINK this is the first GoT Parody to include Paxos :)
Congrats on the launch and excited you chose $PAXG as your reserve. Would love to connect to learn more and see how we can better support your team. Please DM and we’ll connect!
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6/ Overall who knows, and this is not financial advice. Do you agree? Retweet or give a like if so, or comment ⬇️.
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Could not be more excited to be hosting a Happy Hour in NY with our friends at
@Collab_Currency
tomorrow
Many great builders and investors are in town for the
@Solana
@hackerhouses
this week 🙌
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Talk about a bullish workout. Personal Trainer saw my
@SolanaMBS
on my watch.
Turns out he’s also a crypto connoisseur and he even informed me about some new
#NFT
projects.
What collection did I tell schill him on? Ofc
@MadLadsNFT
(he already knew about SMB)
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@KentuckyDerby
is out of hotdogs so posting a mint Julip and cigar instead
Who told em?
$COST,
@costcodogsol
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@SuiNetwork
is on the
#Move
- thrilled to invest in Scallop Protocol, a talented OG team and the leading money market
For those building in Move reminder our doors are open 🚪
💧Scallop Protocol is proud to announce that we have closed our Q1 2024 Strategic Investment Round!
This investment round was co-led by
@cmsholdings
and
@6thManVentures
🤝
✨Participants:
@KCLabsOfficial
,
@sidedoor_vc
,
@OakGroveVC
,
@Signum_Capital
,
@BlockchainFF
,
409
7K
8K
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1/ A 🧵 for founders in light of the recent crypto market and
#Terra
implosion
- Crypto Prices
- Liquidity
- Fundraising Landscape
- GTM Strategy
👇
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First mover advantage is overrated.
With the emergence of
@AptosLabs
and
@Mysten_Labs
we are seeing many founders rushing rounds or overindexing on being the 'first' [primitive] on [chain].
But using early
@solana
as history 👇
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Just signed a historic term sheet on a historic day for
#Bitcoin
- could not be more thrilled heading into the Halving
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In Crypto, Price drives Fundamentals as much as Fundamentals drives Price
In Web2, fundamentals drive price, but rarely (and certainly not efficiently) does price drive fundamentals.
However, in crypto, price increases also drive fundamentals. Why? 👇
When price increases
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My response to
@Harvard
(HBS) Career Services.
I've been mentoring Harvard Business School (HBS) prospective students for years during their admission and decision making process.
If appointed leaders won't take action, the people will.
_____________
" ... furthermore ... I
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1/
#NFA
It's no surprise we are in
#NFT
bear market, but looking beyond 'floor' can help identify collections that may rebound nicely.
For example, some projects like
@SolanaMBS
,
@thugDAO
, and
@SolsteadsNFT
are at ATHs in terms of # unique holders. 👇
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Could not be more thrilled to be supporting
@BAXUSco
I've seen many pitches on "tokenizing assets", but one of the key challenges is few founders have the domain-expertise and network to build out the demand side
The
@BAXUSco
team has incredibly deep roots and network in the
1/ We are excited to announce our $5M seed round led by
@multicoincap
with participation from
@SolanaVentures
,
@FjLabs
, and
@NarwhalNation
.
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While everyone going crazy over
@okaybears
(congrats!), tonight I’ve been breeding my
@photofinishgame
horses getting ready for racing season. I know some other Giga 🧠 have some big stables 🚀
@MetaMacD_Monke
@SOLBigBrain
@SolanaLegend
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The winner will be the one who provides simple, universal access to the world's most valuable assets
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This
@SolsteadsNFT
team keeps innovating
📣COMING SOON: We're taking collabs to the next level.
If you own a
@skeletoncrewrip
, you will be able to display exclusive bone frames on your Solstead gallery.
This is a paradigm shift for collabs, where your NFTs interact and bring more value to each other.
Happy Halloween🎃
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Hot Take: 404s will become wildly successful for gaming and memecoins later this year
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In time for Crypto Econ Day at
@EthereumDenver
we published our first piece on token mechanism design for Infrastructure Economies
Checkout our initial insights around emission rates, staking and other design choices
CC
@6thManVentures
,
@mustafakqazi
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1/ Total # of owners steadily increasing. We've seen with
@SolanaMBS
@MonkeDAO
that price reductions of 50% can occur, and are actually healthy to enable others who were previously priced out to buy in.
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@GandhiAOC
@bennyjohnson
so I agree with your point, but you negate it when you show a variety of Japanese stations and only one New York one that’s way uptown
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I’ve been doing
@photofinishgame
wrong this whole time
Me watching my shitcoins go to the moon
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5/ Dev Team. They recently created these dope Twitter banners and are continually improving the project. I think other projects have superhuman dev teams (cc
@photofinishgame
), but overall this dev and creative team is solid. Their Twitter AMA left great impression.
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4/ Below is chart of NFTs per address - almost 50% of NFTs are held by single owners 💎👐. This looks like a really healthy distribution of NFTs for a project.
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4k followers - ever grateful
Learned from and built with so many of you 🚀
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Choose Rich
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Who's going to tell him?
@GwartyGwart
@MonetSupply
@hexonaut
What’s the value of a hot dog? It’s how much someone is willing to pay for it.
What’s the value of a hot dog stand? Future cash flow
BTC is the hotdog.
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#EthParis
off to an incredible start
Reach out if you want to you want to chat about all things fundraising, product strategy and favorite dev tools
@ETHGlobal
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Congrats to buyer and seller of this
@MadSkullsNFT
grail.
Highest USD sale ever for a
@MadLadsNFT
Fock it
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Join
@6thManVentures
and
@steelperlot
for our
#ETHNYC
Hackathon Afterparty - Sunday at 7pm at the world's largest Web3 coworking space,
@EmpireDao
. 🍕🍾🍻.
RSVP below:
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We could not be more excited to colead the preseed round of
@MayanFinance
!
The team has an epic story and trajectory, taking a
@wormhole
hackathon win and growing it into a leading cross-chain bridging solution, securely transferring over $490M and being the leading onramp to
1/ 🎉 Big things ahead! We announce today our funding round, co-led by 6MV and Borderless Capital, with support from industry leaders Anatoly Yakovenko of Solana, Saeed Badreg of Wormhole, and more.
A huge thanks to our investors and the community for believing in our vision!
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2/
@TowerDAO
was only other hyped
#Solana
Real Estate NFT. It launched recently to minimal fanfare; floor around 2.8 SOL. I prefer the
@SolsteadsNFT
art and
@TowerDAO
roadmap is very similar to the one SolSteads has already has delivered on. All else equal I prefer my stead.
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Blown away by the quality of the finalists at
@ETHGlobal
#EthParis
Devs truly “doing something” - hard to not be bullish rn 🚀
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3/ SolStead community is great and we also started a few other Discords specific to Street name (Whaddup Ape Lane) and Biome (Volcanoes -
#floorislava
). Really great vibes all around. Found out about
@creatureNFT
from a Solstead owner.
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@BetDEXLabs
, the first regulated, on-chain noncustodial sports betting platform, announcing they go live for
@FIFAWorldCup
Nov 17 🔥🔥
Congrats team
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One of the strongest gaming teams on
@solana
pioneering new models
Go check out
@BR1INFINITE
if you haven't yet, free to play
Let's talk about BR1: INFINITE.
Our BETA is live, playable, free to download, and we are about to do a MONSTER go-to-market in Q1 of 2024.
Here's everything you need to know:
What does the user journey look like?
- Play for free, level up, and claim items from our rewards
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1k followers - credit to communities of
@MonkeDAO
@creatureNFT
@photofinishgame
@SolsteadsNFT
, my biggest bags
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