NFTs — The Sunday NFT Show

Host: LoKi (@lokithebird) with cohosts Makaveli (@MakaveliDlaCruz) & proof (@the_alpha_dgn) · Sun 30 Aug 2026 · 1:27:23 · ~11 active speakers

TL;DR

• The room broke down the Blockies raffle mint, where roughly $64M in ETH showed up (figures cited ranged as high as $160M) — a historic mint, though the crew noted the floor hasn't met the hype yet. [13:55]
• Aaron Haber confirmed the Unvault marketplace is fully built but still holding launch until the final security audit clears — everything's ready except pressing the button. [21:14]
• Serc detailed the next steps for Normies: a pixel market launching first, a stonk-brokers partnership with SimpleFarmer, staying on Ethereum, and a tiered holder revenue share (50% of NFT royalties + 50% pixel-market fees). [1:01:17]
• SimpleFarmer and Serc teased "agentic NFTs 2.0" — genuinely autonomous agents that launch tokens, talk in a social network, and feed prediction markets — plus SimpleFarmer's Leverage Machine (decentralized options, "leverage without liquidations"). [50:36] [1:09:09]
• A big macro thread on RWAs and Robinhood chain framed tokenized stocks as a new permanent "genre," not a trend. [44:43]
• NFT NYC week previews closed the show — Mutant's 5-year party, Argonauts selling out, and the OpenSea/Pudgy Collector Park with V Friends and Gary V. [1:13:02] [1:22:06]

Highlights

Blockies raffle post-mortem [13:55] — LoKi and Makaveli marveled at the sheer capital thrown at the raffle-style mint (someone reportedly put in ~100 ETH for a fraction of an allocation). Makaveli admitted he was lukewarm on the IP itself, comparing the mechanic to Claynosaurz's Popkins mint on Sui and wondering aloud what happens after reveal.

Serc on the Normies playbook [17:35] — Serc explained he spends what he earns buying Normies back, keeps the art CC0, and is building a pixel market and a stonk-brokers partnership. Notably, Normies stays on Ethereum, with reward distribution possibly routed through Robinhood chain. [19:37]

Aaron on the Unvault delay [21:14] — Aaron said the marketplace is done, audited, and omnichain (8–10 chains, honoring royalties at half the standard fee), but they won't launch until a wallet connection is provably safe. His "eat candy all day and you'll feel sick" analogy summed up the patience play.

Bugs mint mechanics [28:56] — Aaron introduced "5,000 mintable" against a 6,250 supply, with 20% going straight into the AMM (Anvil) for liquidity, and laid out why collab managers — not regular collectors — are the ones who benefit from stacking bugs.

"Explain it like I'm five" [35:47] — M.R asked for the plain-English risk of unvaulting to a new chain. Aaron's deadpan answer — a one-in-a-million ninja to the groin — landed the room, then he gave the real one: no on-chain risk, originals never burned, assets held in escrow only the holder can touch.

Big Rugg's RWA thesis [44:43] — Big Rugg argued Robinhood has created a new permanent genre with RWAs, forcing other chains to catch up, and tied it to genuine mass adoption via ETFs, Visa, PayPal and Cash App. Makaveli extended it to the Clarity Act and DTACs (digital treasury asset companies). [46:15]

Agentic NFTs 2.0 [50:36] — SimpleFarmer distinguished real autonomous agents from "slop" (calling out that early examples like Moldbook were mostly human-run fake data), and described agents that launch their own tokens, coordinate in a social network, and generate prediction-market data worth studying — or selling. Serc echoed the vision. [52:55]

The context-gap future [1:00:40] — SimpleFarmer said the next winner in AI will be whoever bridges the gap between human-biased context and what agents can already do, dreaming of a thought-based interface so he can trade from a poolside chair instead of hunching over a screen.

Leverage Machine [1:09:09] — SimpleFarmer walked through options NFTs that burn themselves if they expire out of the money (so nobody can be sold a worthless one on secondary), pitching "leverage without liquidations" as the DeFi answer to the October cascade. He also warned off swap-tax tokens that CEXs (84% of volume) won't honor. [1:06:42]

NFT NYC & Collector Park [1:22:06] — Jeremy previewed the OpenSea/Pudgy-produced Collector Park at Seward Park (Thursday the 3rd, 12–8pm), where V Friends, Gary V and top PFP projects will gather. Makaveli floated a 24-hour last-minute flight just to be there. [1:24:41]

Topic timeline

Notable quotes

• "We are just not going to press launch until we know for certain that when you connect your wallet, it's not gonna fuck you up." — Aaron Haber [21:14]
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• "There's a one in a million chance that we send a ninja to your house to punch you straight in the junk. That is the risk, my friend." — Aaron Haber [35:47]
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• "It's not a trend at all. This is just a new genre that's here in this space permanently, and it's not going anywhere." — Big Rugg [44:43]
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• "I think those agents could essentially predict the future." — SimpleFarmer [51:26]
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• "The important thing here, this is leverage without liquidations." — SimpleFarmer [1:09:09]
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• "IRL is the alpha." — proof [1:26:01]
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Who said what

• Makaveli (@MakaveliDlaCruz, host): ran point as MC, drove the Blockies, RWA and IRL threads, and kept pressing Aaron for specifics on the Anvil/Unvault overlap.
• proof (@the_alpha_dgn, cohost): co-hosted the second half and closed the show; leaned into the tech-over-floor-price framing.
• LoKi (@lokithebird, host): dialed in from vacation (having forgotten to post the space), teed up the Blockies and OpenSea topics.
• Aaron Haber (@AaronHaber): the Unvault voice — launch-timing, security-first stance, bugs mint mechanics, omnichain vaulting, and most of the room's dad-joke quota.
• Serc (@serc1n): Normies creator — pixel market, CC0 ethos, revenue sharing, and the stonk-brokers agent/prediction-market collab.
• SimpleFarmer (@OxSimpleFarmer): resident DeFi/tech mind — agentic NFTs, Leverage Machine/decentralized options, and a warning on swap-tax token models.
• Big Rugg (@ChiefNeckbone_): delivered the RWA/Robinhood mass-adoption bull case.
• Warner (@TheStevenWarner): collector/IRL angle, reporting in from a first-timer-turned-regular in NYC.
• M.R (@masoudrahhal): asked the ELI5 questions and voiced skepticism of new tokens with no real use case (wants OpenSea's airdrop in ETH, not SEA).
• Jeremy Knows (@jeremyknowsVF): brought the NFT NYC Collector Park / V Friends / Gary V rundown.

Worth a full listen

• [34:23]–[41:04] — The "explain it like I'm five" stretch is the clearest walkthrough of how Unvault handles cross-chain risk, why holders can't get rug-locked, and the collab-manager bug strategy, all delivered with Aaron's running comedy.
• [49:16]–[1:01:17] — SimpleFarmer and Serc's back-and-forth on genuinely autonomous agents, prediction markets and the AI "context gap" is the most forward-looking segment and hard to compress without losing the nuance.
• [1:05:49]–[1:12:05] — SimpleFarmer's Leverage Machine explainer (options NFTs, no liquidations, the swap-tax warning) is dense with practical trading detail that the summary only skims.