# NFTs — the Sunday NFT Show

**Host:** proof (@the_alpha_dgn) & Makaveli (@MakaveliDlaCruz), standing in for LoKi (@lokithebird) · **Date:** Sun, 09 Aug 2026 · **Duration:** 1:36:42 · **~13 speakers**

## TL;DR
- With LoKi out sick, proof and Makaveli ran the weekly show, which turned into a long, upbeat deep-dive on Simple Farmer's "Anvil"/Stonk Brokers infrastructure and why NFTs feel alive again.
- Core thesis: Anvil mints tie an NFT directly to a standard ERC-20, so the token can list on DEXs and centralized exchanges, giving JPEGs deep, real liquidity and turning floor-price PvP into a collaborative, LP-paired PvE.
- Simple Farmer previewed a big week — two to four "special projects," including an NFT mint that runs entirely through the Anvil AMM (all NFTs go into the pool; you buy the token to withdraw the NFT), plus a bonding-curve launchpad and a coming V-DEX.
- Ernest Lee detailed Unvault: cross-chain mints to eight chains at once, per-collection AMMs, the "divid" royalty-redistribution tech (which Stonk Brokers already uses), and a Genesis Bugs mint using token-bound 6551 rewards.
- Recurring theme from Justin, Achilles and others: this echoes the experimental spirit of "the first 21 days" of NFTs and finally aligns financial gain with long-term holding — investment-club energy rather than dump-on-normies mechanics.
- A somber note ran through the room: a project (heard as "Merryman") rugged and hurt community member Warner; speakers rallied around him and used it to argue for founder voice-doxxing as a vetting norm.

## Highlights
- **[15:52] Justin frames the "why now."** Justin (@justfred_ar)\* argued the meme era had no room for experimentation, and what Simple Farmer figured out is how to align financial gain with community: you make liquidity by *holding* rather than by *selling and leaving*. He compared it to on-chain investment clubs.
- **[10:01] Timing vs. execution.** Makaveli pushed back gently on the "he timed it perfectly" narrative, crediting Simple Farmer instead with matching narrative, product and chain and looping his existing communities back in — "you could not have timed any of this," with Robin Hood launching mid-July.
- **[11:18] The liquidity problem NFTs never solved.** CHESUS noted people clipping 30–40 ETH at a time barely moving the chart, and Simple Farmer later crystallized it: no founder had ever given "deep liquidity to JPEGs" before.
- **[32:03] Justin's technical distinction.** The NFT is directly correlated to a *standard* ERC-20, so unlike old fractionalized NFTs it can list on DEXs and CEXs — and the "orchestration" that pumps meme coins is here publicly transparent because computers run it.
- **[47:01] Simple Farmer's roadmap.** He previewed the coming week's mint that goes 100% through the Anvil AMM, explained why Anvil gives teams far more royalties plus perpetual LP-fee revenue, and noted the Mansur mint got two CEX listings within 12 hours.
- **[54:08] The "super cycle" pitch.** Simple Farmer said mirroring pump.fun-style infrastructure — many mints as tokens, a Jupiter-level swap layer, and the coming Stonk Brokers V-DEX — is the path to an NFT super cycle, keeping the ~$700–800M/yr in DEX fees "in the trenches."
- **[1:02:29] Ernest Lee unpacks Unvault.** Cross-chain NFTs across eight chains (vaulted on one, unvaulted on another), per-collection AMMs, the "divid" tech redistributing royalties to active holders, and a Genesis Bugs mint where 6551 token-bound rewards accrue from your activity and travel with the NFT when you sell.
- **[1:01:01] The Warner rug moment.** Achilles and proof paused to shout out Warner, who got hit by a rug; proof's line — "we blame it on his head, not on his heart" — set the tone, and Simple Farmer turned it into a call for founders to at least dox their voice on a Space as a vetting step.
- **[1:20:00] Don't dump on normies.** Simple Farmer's sharpest riff: the meme-coin playbook pushes garbage to the top to dump on the 99% of liquidity that lives outside crypto — the opposite of what builds long-term; push *exceptional* products so newcomers still have upside.
- **[1:21:28] Atari's bot question.** Atari raised the "tough conversation" about the first-come Genesis Bugs mint favoring botters over people spreading wallets across collections; Ernest confirmed anti-bot steps he couldn't fully detail, and Makaveli noted rewards still require actual participation.

## Notable quotes
- "What he did is something that no founder has been able to figure out, and that's give deep liquidity to JPEGs." — CHESUS [11:18]
- "If the primary motivation is financial, and the primary way to get that financial is to sell… that's in direct tension with community." — Justin [16:14]
- "The rest of the world wrote this off as a scam, but they would be surprised to see there's millions of dollars a day in liquidity flowing through projects." — Makaveli [31:22]
- "If normies are 99% of the liquidity of planet Earth, why would we want to dump on them?" — Simple Farmer [1:18:29]
- "It's really not PvP. It's literally like whoever does better, it's better for all of us." — Simple Farmer [1:17:16]
- "We blame it on his head, not on his heart… welcome to Web3." — proof, on Warner's rug [1:01:01]

## Topic timeline
| Time | Topic |
|------|-------|
| [0:41]–[3:55] | Intro music / GM, well-wishes to LoKi |
| [4:10]–[13:17] | Why NFTs feel fun again; is Stonk Brokers timing or execution? |
| [14:24]–[21:20] | Justin & Makaveli on 2021's experimental spirit, IP, aligning community + finance |
| [21:26]–[23:47] | Big Rugg on Robin Hood, tokenized stocks, liquidity reviving the space |
| [24:13]–[29:13] | DWebbs on builders returning; where the Anvil docs live |
| [29:13]–[41:19] | CHESUS & Justin on narratives, RWAs, the ERC-20/NFT link, wallet-watching |
| [42:09]–[46:26] | Achilles on the shift from "NFT as product" to co-building / utility |
| [47:01]–[57:04] | Simple Farmer: Anvil mints, LP fees, CEX listings, V-DEX, super cycle |
| [58:07]–[1:06:16] | Adam Weitzman's role, Ernest Lee on Unvault + Genesis Bugs |
| [1:07:22]–[1:12:47] | Nuclear Samurai & Justin: launchpad vs. special projects, DERP randomness |
| [1:13:44]–[1:25:58] | Q&A: still-early, anti-bot, NFTs on CEXs, quality over hype |
| [1:26:14]–[1:35:51] | Closing thoughts: patience, web2/web3 harmony, ApeFest, "each one teach one" |

## Who said what
- **proof (@the_alpha_dgn)** — Co-host driving the show; repeatedly framed Anvil as "infrastructure" (barren land needs plumbing before people arrive) rather than a passing narrative.
- **Makaveli (@MakaveliDlaCruz)** — Co-host from the "third coast" (Houston); credited execution over timing, championed the decoupling of collectibles' value from crypto, and closed with "participate, don't hate."
- **Simple Farmer (@OxSimpleFarmer)** — The architect; explained Anvil AMM mints, LP-fee revenue, transparent on-chain mechanics, CEX ambitions, the V-DEX, and the "don't dump on normies" thesis. Also called for founder voice-doxxing to fight rugs.
- **Ernest Lee (@ernestleedotcom)** — Tax attorney / Unvault; detailed 8-chain cross-chain mints, per-collection AMMs, the "divid" royalty tech, and the token-bound Genesis Bugs rewards.
- **CHESUS (@chesus)** — Reality Check host; grounded the convo with the Pup Cup backstory, the liquidity-depth problem, and cycle-narrative history.
- **Justin Fredericks (@justfred_ar)** — Enterprise-tech voice; connected today to 2021's experimentation, drew the standard-ERC-20 distinction, and preached patience.
- **AKYLLES (@akylles)** — Framed the mental shift from buying NFTs "as products" to co-building; recalled the 2021 Nike/RTFKT debate.
- **Big Rugg (@ChiefNeckbone_)** — "Rugged Tony"; upbeat on Robin Hood, the Clarity Act, and web2/web3 harmony.
- **ATARI (@atarigod)** — Community cheerleader who also asked the pointed bot and CEX-listing questions; mining "dirt" with a saxophone.
- **DWebbs (@DW3bbs)** — Builder back in demand thanks to the new token standard; ApeFest-bound.
- **Nuclear Samurai (@nuclearsamurai)** — From "brain rot world"; asked whether Genesis Bugs are soul-bound (rewards are token-bound, the NFT is not).
- **M.R (@masoudrahhal)** — Compared this moment to CryptoPunks' misunderstood 2017 debut; "you're still early."

## Worth a full listen
- **[47:01]–[51:38] — Simple Farmer's core explainer.** The clearest single stretch on how Anvil mints work, why LP fees beat one-time mint revenue, and the 12-hour Mansur CEX listing. Summaries flatten the mechanics; hearing him lay it out is the payoff.
- **[1:02:29]–[1:09:30] — Ernest Lee on Unvault + Genesis Bugs.** The cross-chain minting and 6551 token-bound rewards are genuinely novel and easy to garble second-hand — worth hearing him and Makaveli talk it through in real time.
- **[1:18:29]–[1:25:58] — The "quality over hype" close.** Simple Farmer's normies/liquidity argument plus Atari's bot challenge and Ernest's answer capture the room's ethos better than any paraphrase.

\* Some voices are identified from context; those names are marked as likely.