LT3 #93 — Stay Curious

Host: Super (@SHGFees) · Thu, 06 Aug 2026 · 1:10:40 · 8 speakers

TL;DR

• The room dug into a new wave of NFT reward mechanics — projects like Momo pinning NFTs against tradable assets (TCGs, stock tokens) instead of one-time airdrops — and why it feels like the first real spark in NFTs in a while.
• Jed (@jed_131) gave the deep technical walkthrough: the Anvil protocol, RWA "stock tokens," and why loyalty-reward systems could make holding an NFT feel like passive income rather than a greater-fool game.
• Chaz (@chazz_gold) and Jed flagged the legal/securities gray area and named a lawyer (Aaron) who's been working that space for years.
• The back half turned into a genuinely fun trading-card and collectibles tangent — Magic, Pokemon, Lord of the Rings, Warhammer — anchoring the "stay curious" theme.
• Recurring thesis: curiosity is the through-line of every innovation in the space, and founders who stay curious and adapt win.
• Sho (@AgogoKaren) dipped early for a tattoo appointment; Jed had a Manters mint later that evening.

Highlights

[3:48] Super opens over the ad break. After a couple of intro songs (one of which cut to an ad mid-vibe), Super kicked things off buzzing — high energy, "thinking at a mile a minute" — and framed the night around curiosity and where fascination has led everyone. He teased that "this is low-key the moment" for regens and NFTs.

[10:06] Sho and the eavesdropping phone. Fresh off her app crashing, Sho deadpanned that "literally, as soon as I said I don't want to deal with anybody today, my app closed down" — prompting Chaz's "it's listening." She was off to get her Claynosaurz/Quirky's tattoo shortly after.

[12:00] The Momo mechanic, explained. Super laid out the new model: a token tied to the NFT that you swap back and forth, with swap fees funding rewards for activated NFTs — a hybrid of Anvil, GVC and the "stonk brokers" idea, but pinned to trading cards and NFTs rather than stocks. Serviver Man's sharp follow-up: how do they actually pick which NFTs/assets to reward with?

[18:10] Jed's masterclass on the plumbing. Jed clarified that "stonk brokers" holders never get actual equity — they get RWA stock tokens pinned to price, no voting rights, which is how the legal side is navigated (BlackRock and others created these). He walked through the Anvil protocol, sniping pots, and how fees loop back to stakers as a loyalty-reward engine that needs volume to matter.

[21:06] Why do we even hold NFTs? Jed's core philosophy: holders invest time and money and are a project's biggest marketers, so they should feel the brand's success directly. His memorable framing — he'd have bet a million dollars he'd mint an NFT to trade for two Pudgies two weeks later — but argued a sustained small-reward system would've kept Pudgy floors higher than the one-time $80K windfall.

[32:36] "Don't fuck it up." Chaz's plea landed hard: now that there's actual movement and motion in the space, keep the "dum-dums" at bay and build something real. Monk and Sho both gently distanced themselves from the dum-dum framing — the bad actors are in the shadows, not the everyday buyers.

[37:08] Serviver Man called the card market months ago. He's been DCA-ing ~$1,000–1,500/month into physical cards and noticed his holdings 3X in six months ("cards don't 3X in six months — what the fuck is happening?"). He's headed to a Boston Expo to get Elijah Wood to sign his Lord of the Rings One Ring card, and riffed on the Pokemon/One Piece rotation out of sneakers.

[49:00] Chicken Wizard ties curiosity to the whole run. Chicken (heads-down on a social-media platform he's building) argued NFTs peaked precisely when curiosity peaked — new games, new onboarding, experimentation. He compared skeptics to elites who booed the printing press: change is coming because things are simply being done better.

[56:14] The airport card-smuggling bit. Serviver's value prop for cards: five cards in your wallet worth $100K that you can fly anywhere and liquidate, with airport screeners none the wiser — capped by Monk's "size does not matter, brother." The tangent rolled into drafting, Venusaur decks, and Warhammer as the most gloriously complicated escape from your own head.

[1:03:52] Closing on collectibles and sneakers. Super shared his origin story — a skate-shop SB Dunk collection (P-Rods, Chunky Dunkies, a well-timed Medicom flip) sold on StockX and rolled straight into ETH — and Serviver pitched Warhammer's 2–5X paint-and-flip economics off the back of a Henry Cavill-backed show.

Notable quotes

"Literally, as soon as I said I don't want to deal with anybody today, my app closed down." — Sho [10:06]

"If you would have told me two weeks ago I'm gonna mint an NFT and that two weeks later I could trade it for two big Pudgies, would I have done it? I would have bet a million dollars that I would have done it." — Jed [22:30]

"This time around, it's just: everybody don't fuck it up... let's hope that we can just keep the dum-dums at bay and actually do something real." — Chaz [32:36]

"There's liquidity out there. I can smell it, I can smell the salt." — Serviver Man [39:00]

"You can have five cards in your wallet worth a hundred thousand dollars, and you can fly to China and go to a card store and liquidate them." — Serviver Man [56:00]

"Staying curious towards that change and just trying to ride along with it and simultaneously building it is the way for anyone trying to make it within the space. And that's where I'll park my boat." — Chicken Wizard [51:11]

Topic timeline

Who said what

• Super (@SHGFees) — host; kept the energy high, framed the curiosity theme, and connected the reward-mechanic wave to a possible NFT revival.
• Jed (@jed_131) — the technical anchor; explained Anvil, RWA stock tokens, and made the case for loyalty-reward NFTs as sustainable passive income; minting Manters later that night.
• Serviver Man (@ServiverMan) — the collectibles conviction voice; DCA-ing into physical cards, deep on Magic/Pokemon/Warhammer and card-market liquidity.
• Chicken Wizard (@ChickenWizardX) — heads-down builder; tied curiosity to every NFT innovation and pitched his in-progress social-media platform.
• Chaz (@chazz_gold) — artist on Builder Bots AI; raised the securities/legality angle and the "don't fuck it up" caution.
• Sho (@AgogoKaren) — brought the warmth and the comic timing before leaving for a tattoo appointment.
• Monk (@monkish) — checked in on the Manters mint and the stonk-pit "gotcha," anti-dum-dum-talk but realistic about shadow actors.

Worth a full listen

• [18:10]–[24:00] — Jed's full breakdown. The RWA/stock-token explanation and the "why do we hold NFTs" philosophy are dense and genuinely clarifying; the Pudgy thought experiment is the best single argument in the room and doesn't compress well.
• [36:00]–[40:00] — Serviver Man on the card-market rotation. His six-months-ago call, the parabolic Lord of the Rings cards, and the Elijah Wood autograph plan make the collectibles-as-rewards thesis concrete.
• [54:00]–[1:03:00] — the TCG/Warhammer tangent. A loose, funny, knowledgeable ride through Pokemon decks, drafting strategy, and Warhammer's paint-and-flip economics — the kind of stretch a summary flattens but the room clearly enjoyed.