A new meta has emerged from within the crypto trenches which is attempting to revive NFT markets, highlighting the usage of Michael Saylors ability to generate flywheels that support the growth of Bitcoin and his own treasury entities. Kickstarted by TokenWorks $PNKSTR launch, as a perpetual strategy coin that implements a 10% trading tax in order to fund the acquisition of Crypto Punk NFTs from secondary markets. The subsequent selloff of these Punks is what fuels the buy back and burn component to this strategy flywheel which increases the value of the strategy coin itself. So far this has proven to be an effective strategy, sending $PNKSTR to a 300M market cap in just about a month since launch. After a recent dramatic sell off sending the price down by more than 70%, we question whether this is the end for this or just an early hiccup in the trajectory of not just $PNKSTR, but all other strategy coins that are now utilizing similar mechanics to fuel the growth of underlying NFT collections across the entire spectrum of crypto, including on Ordinals.
Links in Video
trategy MANIA
-Punks Strategy
https://x.com/Rhynotic/status/1964367481851826457
https://dexscreener.com/ethereum/0xbdb0f9c31367485f85e691f638345f3de673a78effaff71ce34bc7ff1d54fddc
-Token Works
https://www.token.works/
https://www.nftstrategy.fun/
https://x.com/_PPMan_/status/1975037791651373091
-Auction Punks
https://punk.auction/
https://dexscreener.com/ethereum/0x803c53110e03bd4ac31a22fe867158582c242160c5883c5f62c7b0b642e35581
-OnlyPunks?
https://x.com/digitalartchick/status/1975319335205019830
-Ordinals (Nodemonkes)
https://x.com/ord_io/status/1973899957011951910
https://x.com/ndestrategy/status/1975359576561361345
https://x.com/realtommybibi/status/1974446318467850728
https://x.com/rocktoshi21/status/1971994947097391545
https://x.com/The_sugargirl/status/1975505136731537605
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00:00 – Intro & today’s “strategy” theme
00:43 – Saylor-style DAT/flywheel, dilution logic
02:00 – Alts copy DATs; the dormant NFTs problem
04:58 – Punk Strategy “Yo-Yo”: fees → buy floor → burn
07:40 – Whale dump & the giant red wick risk
09:02 – NFT Strategy framework: deploy, taxes, fee splits
10:44 – Automated loop: buy floor, relist 1.2×, buyback/burn
12:22 – Punk Auction: reverse Dutch & renounced keys
18:10 – On Bitcoin: Node Strategy sweeps Node Monks
21:26 – Allocation errors → new runestone; key takeaways
#blockrunner #cryptocurrency #dat #nat #punk #nfts #nftpunks