Recently, the main theme for ETH has been NFT micro-strategies. Last night, I saw some smart money moves and went back to review, only to realize I missed out on this series. PNKSTR has surged to 80M. I immediately started looking into all the old NFT projects on ETH and found that most of them are hovering around a 5M market cap, with not much beta left to capture. Then, coincidentally, a friend in the group shared SOL's madlads micro-strategy, so I gambled a bit on it. Madlads is the most expensive NFT on SOL, like that Feng Wuxiang avatar one. This madlads project was launched by the backpack team, who have been consistently building through the bear market until the end of 2023. Early on, many SOL projects airdropped to them, and their community is super strong. Other SOL NFTs probably don’t have this kind of community foundation. MLSTRAT 98i1pJRAy4yWbHcjX5mwgBUNsX7XskvYWrBBrXgN8QLU If you’re betting on an NFT micro-strategy emerging from SOL, this is the one. Core reasons: SOL NFT leader, uniquely strong NFT community. DYOR, you don’t have to buy—just consider it as bridging the information gap. My cost basis is 2M.