AI Summary
Rai 在 8 Fest 前的第二场直播中聊了卡展见闻,认为卡牌收藏与 NFT 收藏同源,投机者涌入带来泡沫气息。
- 距离 8 Fest 只剩 12 天,这是 2026 年 8 Fest 前的倒数第二场直播,值得珍惜。
- Rai 周末去了卡展做市场调研,发现卡圈充满各种“人物”,非常适合拍成围绕黄牛、收藏者和摊主的电视剧。
- 他喜欢在摊位前主动聊天,认为摆摊却不与顾客互动很没意思,因此经历了不少有趣甚至略显尴尬的对话。
- 他在一元卡箱里淘到不少便宜货,目标是收集特定系列和平行卡,享受“淘金”的乐趣。
- 他观察到很多孩子在卡展上倒卖赚钱,这让他联想到 NFT 领域——收藏是很多人最初入圈的原因。
- 大公司会雇人在展会上扫货,花 5 美元提前一小时进场的 VIP 也能抢先买走所有评级卡,有人进场五分钟内就扫光摊主的 slab。
- Rai 给这类人起了外号“手提箱男孩”(suitcase boys),他们带着手提箱、蘑菇头,辗转各个卡展,十几岁就赚很多钱。
- 这让 Rai 意识到 Grails 在数字开包玩法上难以与大公司竞争,必须更创意、更精选地做产品,比如 MLB 季后赛、Bowman Chrome 2026 等主题。
结论:收藏者和创业者应坚持做自己真正热爱的收藏方向,同时用更精选手法和创意去应对投机者与巨头带来的竞争。
Transcript
Need an update on some booty wars been tracking the art arts look cool
Rai what's up, Rai?
Rai if you want a co-host
Would be an honor
We'll send it anyway
Again, we're flying solo and yeah getting ready for eight fest today is October 5th
Eight fest is in 12 days
This is the second to last ever
gaming a show before 8 fest 2026
So we need to cherish these dates we cherish we got cherish these types
Yeah, it was an interesting weekend. I was pretty much doing some grass touching went to a card show
That was fun definitely learn some things
Got some good market research for what I'm cooking on the
On the found or side and it's just it's really interesting. It's really interesting space a lot of characters
There would be a
phenomenal TV show
based around scalpers and card collectors and vendors
because you see
You see some you run into some characters and you guys you guys know me by now
what you see or should I say what you hear is what you get and
Yeah, I like to not necessarily mess with people, but I'm an energetic person and if someone's at a table
Being behind the table is just an invitation to come up and talk and to say hi, right?
I don't understand people who like they sit behind. They're selling something and they're vending something and they just have like no
Interesting chat with you. So I go a little chatty chatty McGee
as I tend to do and just like to be my
Be myself which leads to some fun conversations which leads to some awkward conversations
It's never awkward for me, but I love it. I'm big nerd
Did some damage in the dollar bins?
There were a few sets that I'm trying to collect
certain parallels and it's fun to just go and like strike gold
It's a good way to make fun use of the time
People joke
Here I am in the dollar bins looking at these cards where a 12 year old comes up and says hey, well you take 20 grand for that Otoni
but
You collect why you like to collect
That's what got me into the NFTs right just being a collector
So that started the whole
digital journey which makes a lot of sense for why
You know all a lot of these crypto companies they're going back to the nostalgia they're going back to the card collecting
Because collecting is what got people into the NFTs in the first place for a lot of it right the art
collecting and of course
People come in for the money and that is the same situation in the
You know in the card space I
Saw some kids hustling
people are making a lot of money in this space and
I don't fully know how I feel about I mean, it's great. I mean I love I love that it gives me a little bit of
Bubble vibes once people find out there's money to be made elsewhere, but there are people just straight up hustling
Getting to the show there's a huge one of things that I learned here too again
They opened it up an hour early for the VIP paying extra five bucks
also I'm just
Brambling this was an interesting thing of the weekend if you got anything you want to talk about down there come on up drop it in the comments and
We'll get we'll get to it
people are hustling so they get there like five minutes before
they're all lined up and
You hear about coin base coming in right you hear about these other big companies any
relatively big show there's going to be people
That are not just from these big companies, but they've got people that work for them and then sell to them
So just hey go buy up pretty much anything you can here's a list
Come back with some goodies and it's fascinating because
What we're doing at Grails right like we're not it's gonna be tough to compete with those those big
When it comes to the the gotcha part of it when it comes to the digital pack ripping
So rents it was fun and inspiring realizing that are gonna have to get even more creative like we're on the right path there, but being more
Like hand-picking certain cranes like a MLB playoffs one like Bowman Chrome
2026 of playoff teams once were able to kind of
Move into the what the roll cards, but anything that's graded. I talked to these vendors and they say
Yeah, we so on ball all of my slabs in the first
Five minutes of the show because they go in there
It's a madhouse to I guess get the good deals the freshest cards and they're out. I'm seeing just
stacks of money
Going into these two cases in these cards and I've got a nickname for them. We talked about the TV show
the net been right one but actually right one and
All right, there's it's recorded. Well, I'll get any feedback thing when has them too if
No one knows like there's been to a car show you probably wouldn't get it. It's a very niche
It's a very niche joke. They've all got suitcases, right? So I'm calling them the suitcase boys
suitcase boys and they're a little mushroom the mushroom haircuts
Just stolen from card show to card show and
Following along with the shenanigans while they're making bank at like 13 years old. It's a whole it's a whole thing
There's something there. There's something there
Dupes sending you a co-host invite because I've
Yeah, I want to say hello
Second to last ever. It's a very special game. You showed because the second to last ever gaming a show
before a fest 2026
Hi, Dupes. Hi guys. Thank you for saving me. I just talked for like eight straight minutes
personal record
Okay, hey, I need okay. It's charging that now fuck. Okay, hold on. I gotta drop down switch to my computer because my
Sounds sounds well
But still gave me the break game of the break I needed and the fuel to keep going
So that was my weekend
8th S coming up very excited
Speaking of I'm gonna go on my site right now
Because as of now
I'm scheduled to come in
to
Charleston on Friday
And I should probably do it on Thursday
So let's see if I can let's see if I can change this. I don't know why I did it at that time made no sense
But we're gonna look into it. I still got a fine place to crash
But that can always be done at the very last moment
But I can't wait to see some peeps and we were gonna do like a fister Friday football
Fister uva football fister Sunday
But we're going to hang out my god marathon on Sunday
bringing walka flocka
That'll be cool
It's gonna be great to hang out like to me my mindset going into eight fest
Which it typically is and it's fun not like
Yeah, I'm not like working anything. I'm not msing anything. Although
Again, if doaps or marathon ask me to do anything they know the answer is always yes
But just going in my number one intention is just spending quality time with the people making sure I get enough quality time with enough people as
possible
Whether that's a you know a
very personal five-minute conversation, right? I just want to be able to
Yeah, fish as many people as possible
Which by the way at my local bar the fisting is starting to go nuclear. I'm telling you
They're doing it to themselves now the secret handshake that we got here for you for the fisters
It's just it's so smooth and so smooth
It's basically I mean it's a double fist. I'm not breaking any science here, right? It's just a boom boom
It's a double fist bump, but it's like quick like boom like like at that speech think you can handle that doaps
Marathon can handle so it's like it's like boom boom
With that speech
Yeah, Marathon's got it
Marathon's got it further. Let's see that double fist down there. Let's see what you got
What else are gonna do we got talks of stonkbrokers
Rai I need a I need a tutor. I need a tutor. I need to be put on like a pip plan or something and I know you're cooking some shit as well
I don't know if that's still DL but we got chop it up. Are you going to eat fist?
Let me know let me pin up some of these fisters here as well
Dude nature
The yanks man these young guns
Oh, the giant's got a nice little win too
Dude, I just not a good football Sunday
Spaces looks a little different right now
Spaces it's
Looks like they updated it a little bit
Oh mobile it looks a lot cleaner when you're scrolling the timeline and it puts it
Beneath the timeline. That's pretty nice
Interface I like that
Oops, howdy. Are we back? No for back yet
Yeah, gots I really again. I don't usually plan for the spaces
There are a few topics, but there's nothing really nothing really going crazy. I mean Bitcoin
Where we at I bet we don't come here for the market stuff but I don't care. Honestly, I know we were doing okay
Abe coin was ripping it that was pretty nice to see some green and
Yeah, I mean
It's I don't I don't have much today someone needs to save me the show always starts once we get someone on the line to
Converse some a conversation list
I'm not a talk director
So hopefully we only get someone someone takes the line soon anyone that we should tack and we want to bring in
I don't know who's doing what right now. I need
Updates and Murdoch rescues me like a dying kitten on the side of the road
Like a true pirates. Good morning. Good morning. He felt my pain Murdoch
I wanted to request earlier, but I I was just in a loud area so
I I wanted to wait till I was in a quieter spot before I could come up and actually talk and you know listen and
You know actually kind of just chill my man. How's your weekend, dude?
Appreciate coming up and being the first to rescue from the line. I'm sending you a fister
Welcome back on my chargers died
Welcome back
Who what's what's pop Murdoch you have go weekend?
Yeah, I I want to a pumpkin patch
over the weekend and like a huge corn maze with some of my friends and
We got this giant pumpkin like this pumpkin. I swear was like 30 pounds it was like
bigger than my head it was massive
We got the biggest one from the pumpkin patch it took like three of us to carry it and we had to put it in like this one wheel barrel and
It was awesome
So that's
There's Tis the season Tis the pumpkin season. Yeah, that was the highlight of my weekend was getting like this huge
pumpkin and
now it's sitting in front of my friend's house and
Yeah, hopefully hopefully you'll scare some of the trick or treaters that he gets at the end of the month
Do they get a is it do kids still egg?
houses
Is mischief night still thing? I?
I have no idea. I mean I used to do it when I when I was younger so I
I imagine it still is but
I'm not sure
There's some markets. There's some reaches and they're having had a good egg in a while, you know
I need to I need to dust off my old egg and shoes here and
What we used to do is we used to break the window and then egg the inside
That's what we used to do up here in Canada if you ever had someone you really didn't like and
Yeah, not that I would recommend doing that to anyone but Canadian Canadians are vicious
Yeah, everything they say about you guys
lie
Yeah, well yeah
Some of us are nice some of us are not it depends that's life. That's any group. That's any big group
Yeah, you don't pick up a Canadian where we go the extra mile
But politely yeah, yeah, super politely. Well, we'll leave we'll leave a sorry note
I love it and I'm a big South Park guy in the Canada jokes always crack me up
Yeah, I love South Park who's your favorite character?
I mean Randy is the goat
Yeah, Randy is the goat butters is my at the top
I'm a huge tally person like I've got I I literally have like hand towels of tally
I was just about to say Randy and tally are like the
The best combo it's
Fucking be with some butt head times tent, you know, like it's just chankling hide
phenomenal combo phenomenal combo that whole
You know, they they didn't always have season long story lines sometimes they do it and in certain you know
political environments or things