IP Supercycle (real)

Pedro up on stage, Pedro welcome. First, some of the show definitely won't be the last. I just saw you tweet my man. I'm sure it feels pretty naked to be badgerless right now. But how are you doing? I mean, besides being badgeless, man, I'm really excited to be here. So if the Open Seeker or anyone, any brand up in here wants to send me a bad invite, I'm collecting them right now in my DMs. But I'm actually really excited to be here. Slahn and Ft's in an Open Seer has been a long time coming. And I'm really excited to just dive deeper on talking about this IP super cycle that we're having. Incredible stuff now. We'll get into it. Second, I have a feeling you're going to the world, X, Y, Z badge. I don't know, I feel in my gut. My answer for that prediction on the on polymarket sometimes later. But just before I get into that, because I know we're going to be talking about the event later on, you guys just had your Salona Summit in LA. We're just looking at all over the timeline with that content, incredible stuff. If you could, you would just want to tackle that for a second. Yeah, we had our Salona spaces summer house in LA. It's a second year in a row. Essentially, the thesis is that we want to showcase the amazing culture that we had on Shane, not just to the crypto native folks, but we had a really good location where folks are just coming in and getting exposure to the cleanos, the pudgies, the doodles, the collector grips, having a live trading competition, which was just an amazing experience to see folks getting onboarded. And we're continuing the vibes with NFC. I saw some comments on the timeline around us focusing in LA versus NFC and they're completely different audiences. And we're really focusing on both expanding the pie and onboarding that new folks, but also paying homage to the amazing brands and ecosystem projects that make Salona what Salona is, including the OG cleanos who hopefully will be hearing from Andrew soon. 100%. And all things gearing up towards breakpoint, London, happening honestly times flying, a convoli win September, summer's over. So I'm excited for that. And we're getting to that in a little bit off the run as well. Be sure you pair drum. So joining everyone with the rest of the OpenC boys, now I feel like this has been a long time calming. A really the common section is hilarious seeing about time and all of this stuff, but best of late, they're never the integration with Salona to OpenC, really housing all NFTs here, recently obviously rubbing her chain as well. It's incredible to see honestly, a lot of stuff shipping from the OpenC side really just making NFTs fun again. I don't know how to put it, but in a simplest form, collecting NFTs becoming fun again, mincing NFTs become fun again, and rediscovering some of these legacy collections after years, like I just pinned up I bought my first cleanosaur just because how easy it was to find an OpenC. And I'm sure we're gonna see a lot more of that. I don't know if all over or Steve or anyone else from the OpenC side wants to touch on this, but I'd love to hear more and like, you know, this amazing announcement. I can give a little bit of context, and I'll hand it off to Oliver who honestly, like does a lot of work behind the scenes on this sort of stuff to make it happen, but I think at a high level, just worth saying. I mean, we're sort of like have this goal of being the home of everything you can collect. It doesn't really matter what chain it lives on. And you know, putting Salona NFTs alongside the tokens, it means you don't have to switch your wallet, it's go hunting across marketplaces, just putting a whole ecosystem in one place to sort of the goal and sort of one of our norstars that we're putting forth. So I think one, it sort of does exactly what you said with these sort of legacy collections, whether it's sort of the cleanest sores or some of these other ones that are obviously have a lot of monkey business, there's all these different mad lad collections that have these legacies that we got a lot of people requesting and asking about. And obviously Andrew, up here, Klanos talk about that as well, but getting a lot of them on there is huge, right? And you talk about the IP Supercycle title, but I'll give you a little more insight on top of that, which is, you know, we were looking back a couple of months ago in May and started seeing, you know, look, I'm a collector. My daughter pulled like a Jerry Ray signature card out of a box recently. I was actually on the phone with Oliver when it happened and I stopped talking and he's like, are you okay? I'm like, no, my daughter just pulled a Jerry Ray signature card. And so I've been a collector of cards for quite some time. And the tokenized cards is a really interesting methodology that a lot of my kids just sort of get, right? My kids and their friends. And tokenized cards in May, we looked at them. I think they did something like, don't quote me on this. The numbers aren't in front of me, but I think $230 million in May. And then a month later in June, it was up to over $330 million, meaning it went that much of an advancement and that's on top of this sort of card market of like $15 billion type. So small percentage big growth, big opportunity. And I want to say that something like two thirds of that activity exists on Salana. You have the fidgetals, the collector crypts, busy just expanded there and more. The candy digitals of the world and others. So when you start looking across those ecosystems and seeing what's there, it's sort of this IP that's great, the Clanos and all them, this community, which can't say enough about the Clanosors, helping beta test this product and make it work. That community's been awesome. But you take that group and then you take this tokenized card group and it just felt like something that if we want to be the home for everything you collect regardless of chain, it became important. So just really excited for it. And I think you hit the nail on the head with it. Drew Shreve brother, perfect timing. We got a cab and Andrew up on stage. But guys, when you circle back to you guys in a second, I want to pause the pack back to Pedro. Pedro, Salana has been going and I was talking to the rest of your team. You guys have been going pretty ham this year as well. It's amazing to see how much you guys are shipping on all verticals. And just to see Salana and his Gena, not only traction but just like recognition and just making it easier to buy across the board. What's going to hit from your side for how the future perhaps might look like for Salana NFTs collectibles and perhaps stuff that you're all gearing up from your side? Yeah, this topic is really personal for me just because I was previously at Metaplex which worked on the NFT infrastructure side of Salana and Salana actually became battle tested in the summer of 2021 with handy machine and NFT summer. So this Salana NFTs have really battle tested network improvements over time, which is pretty indicative of the amazing work that a lot of ecosystem teams and IPs have done on the network. And I think from the future, there's kind of two camps. There's one NFTs as a product primitive as like the technology that will proliferate through collector crypt and collectibles, DeFi positions, this is like an insanely interesting technology for provenance and a bunch of exciting ideas that large companies are exploring but also the social capital component. Like I truly believe NFTs are the ultimate social capital generating assets, speaks volumes that the majority of people here are rocking their NFT, PFP, Klanos, Lil Pudges, et cetera. And I find that that will continue to be the case whether it be one of ones, 10K, PFP collections or collectibles. This is the first time that we have a true valuation of attention and culture, I think even better than dare I say, Meme coins themselves. But I'm excited to see that thesis play out and I'm excited for these amazing communities to continue to express themselves through NFTs. Beautifully said, and we'll pass it to Andrew and Kav, which I just got on some confirmation in the back channels that they're in one room together, how awesome. Do you hear some echoes and laughter there's just together? But I think this goes without saying, I love Meme coins, everyone loves Meme coins, trading Meme coins was fun, but the consensus is, I feel like just training NFTs, collecting NFTs and honestly collectibles as a whole has always been more exciting. I think this is something that just hits home when it comes to it. And it's great to see now more than ever how easy it is to buy, trade, discover NFTs on Solana and honestly just easy to buy for anyone. And I think Kudos to not only the Solana team but OpenSea for making this experience so much more seamless, excited to see what's next. But I'm going to pass it to my coach Andrew, live in New York right now, gearing up with the event tomorrow alongside the rest of the Kano team, how you doing boss? Good, you how are you doing? I'm excited, man. I'm in Starbucks, changing up the location while I'm hosting these spaces. I'll be honest, I left the podcast studio with Caleb, not too long ago, I was like, damn, I'm not going to make it home in time, drop by my local Starbucks, hosting it from here. So I'm geared up, I'm excited. Feels good. Feels good, thank you, Graz on the new Klan. Looks good, appreciate the tweet, appreciate the share. Some of the guys have been picking up some as well. Obviously, OpenSea's super seamless process with them setting up the entire thing. We're going with them closely for the past couple of weeks, maybe a little bit longer. I'll show it to Oliver, Steve, ask her the rest of the team, it's been awesome. Yeah, good things ahead, big things ahead. And it was nice to see that the community kind of riled behind the round this. Guys, I've not talked about NFTs in years are coming back, looking at some more stuff, which we love to see obviously. A full, incredible stuff. Shout to Oliver, ask her, obviously, a journalist from Dillies here in Katz, from Doodles. We'll circle back to you guys in a second here. But Andrew, and I'll say, I think for Cab, I love to come here from your side. From what you guys launched, right? I think you guys made the bet. When obviously a lot of people were launching on EVM, ETH, you guys took the bet, obviously launching on Salona. And then obviously, there were some up and downs, some peaks, some lows with the Salona ecosystem. But now, I just feel like you guys stuck with the ecosystem, gunning the whole way through. And now, the tension is rising, people are collecting. Now more than ever, it's easiest to buy. I mean, love is going to hit from your side. How this whole experience has been up until now. Yeah, man. So we're also basically a coffee shop. Fortes laughing, because there's other people here. But yeah, it's been pretty amazing. And if you guys hear like other people, let me know. But it's been a long journey. Like you said, we took that bet early on. I think a lot of people have question marks. When we went to market on Salona, I remember we even did a community vote. And everyone was like, no, you belong on ETH. And we had kind of bigger plans of leveraging a tech that could be fast and cheaper for what's called the normie demographic. And that's a bet we stuck for the longest time, because as an entertainment company, or as an IP company, we wanted to offer really dope experiences, gamified experiences, stuff like that. And at the time, for us anyways, it was a much better fit. But my come up was on Salona, which meant I was part of the 101 kind of demographic. I wasn't launching the art myself, but I was a collector. And I really kind of lied with that community. And there was a lot of other communities that really resonated with me. Whether it was Salona Monkey Business, which essentially was Monkey Dow and other groups. And there was so many startups. I know I've said this in the insanity podcast, but so many startups were being built on Salona that it felt a little bit like an internet silicon valley, which is really beneficial to us. And you guys are actually starting to feel that a little bit on the east side. But there was so much composability of teams. There was so much kind of like conversations and coffee shop conversations happening where we could leverage other people's tools that they were building to offer cooler experiences. And like you say, yeah, there was ups and downs at the same as true across virtually every chain. But we've had a ton of support from the Salona team. And Pedro has always been by our side since the early days of Metaplex. And then after with the foundation. And we're so stoked to be able to be on OpenSea today. I think it's super cool for our dihard collectors. I think we've done a really good job of like swimming upstream with a lot of things we've done at Klanos. And I'm proud that we're considered like a flagship across any ecosystem, which back then we would have told you, yeah, we're going to start on Salona. And one day we'll be next to the doodles and the pudgies and the punks and so forth. A lot of people would have kind of laughed it off. But that was the plan, right? And I think we're a really strong team in the IPs great. Dude, OpenSea so stoked about it. I want to thank all the collectors that tested it. We had a over, Steve, was it like over 20 people on our side that were testing this? Yeah, you at least 25, probably more than that though. It was crazy. And by the way, absolute active chats just like and they kept the signing everything. And they kept the secret with no NDA. That's amazing. But yeah, I think everyone was so excited and happy to help you guys make it better. And I know Swims in the audience, he was a big part of that. And he was mentioning that like your dev team was on top of stuff all the time. Like I myself was a little bit less involved with that because I'm doing all the other things. But I know that the collector base, a lot of our whales and people that were involved were just kind of really impressed with the rollout and the attention to detail that you guys had. And we're so stoked to finally remove a lot of the friction for the Eve collectors that have been very curious about our collection as well as others. And now have the opportunity to kind of just like buy that way with way less friction. So super, super stuff. And guys, like Salana, what a come out. Like seriously, it's such an underdog story. We went through FTX, all that kind of stuff and look at where they are today. In terms of, it could be anything. It could be the startups that have built and the unicorn startups like the Jupe.