GM☕️ Pokémon TCG has recently been ranging, and it even seems to be dropping in price. The bearish sentiments are starting to rise. But to me, it’s all about attention rotation — everyone’s running off to play OPCG now, and I personally believe the backdrop of the 30th anniversary is far from over.

Just a little rant, purely from my feelings: Over the years of trading crypto, my friends outside the scene always tell me, 'This stuff is a scam, it has no value.' Now with TCG, I have friends outside telling me, 'It’s just a bunch of pieces of paper, what value do they have?' Every time I smile on the surface, but internally I'm like: Gold has no real value either; it’s just a lump of rock 🙄, yet people still buy it, right?

I studied materials in undergrad and did my master’s and PhD in chemical engineering, so I know very well — gold is essentially a metal that conducts well, is chemically inert, and easy to store, yet people still buy it.

To put it simply, it’s all about consensus 🤣 Intrinsic value ≠ consensus value.

Cards are printed materials, gold is a stable metal, BTC is just a string of code — the value of all three doesn’t lie in their material, but in how many people agree that they are valuable.

In the last 3 years, PTCG has outperformed all mainstream indices and the premium of precious metals, and in the last 30 years, not a single card box has been stuck in a loss.

Is the bubble big? Absolutely massive. But the market is fundamentally about bubbles; what is a bubble? A bubble is liquidity, high hotspots, and high topicality. Without a bubble, it’s just a stagnant pool.

Playing with bubbles has never been about what the essence is, but how long the consensus can last. Put aside your biases; if you like it, study it, if you don’t like it, go find something you do like to play with. People need to keep busy; what else are you going to do with your time?

#TCG #GOLD #BTC