CollectorFlex

Collector Thesis

Stock up when everyone else is scared, and be patient. The public is still years away from discovering digital.

August 13, 2026

How I got here

My discovery of digital collectables began like I imagine many other collectors... I get a text message from a buddy who says there's a company selling basketball YouTube clips as a collectable. I agreed with my buddy that it didn't make sense at all, until he mentioned two words that switched my skeptical curiosity into excitement and wonder, "blockchain" and "nft." As a strong believer in fuller transparency and a future that will be much more digitized, seeing those two words associated with the NBA had me wanting to immerse myself with whatever version the company behind these things was producing. That was January 2021. I haven't left since.

Core belief

.... as we become more and more digital, there is a massive need for provable ownership. And now that we have that, digital collecting is the next big frontier. More transparency, more and easier to access data, immune to clutter, whole collections with you anywhere and anytime, with a better entertainment value with motion, games, contests, lending, and usage besides just viewing, all without having to mail or grade them.

Highest-conviction platform

I would say it goes to NBA Top Shot. It's the collection that really started the industry we have today. So much history from it already. It would have to be something catastrophically bad for me to walk away for good (A.I. destroys humankind or the internet, type of catastrophically bad).

Allocation logic

I used to try and predict which collectables would pump next and buy into those (and had pretty decent success with that mentality), but then I decided I wanted to focus more on the one I love the most (NFL All Day), but still buy some from the other big platforms, just less so.

The tension I hold

I think the strongest argument against digital collectables is that it may never go mainstream. It doesn't matter who much better digital may be, most people may not ever have the curiosity to really look into digital collectables. I think superior products almost always end up winning in the end, so I'm more than happy to invest in something I personally love.

Theory of value

Which is the most fun to own (for product/platform). And which of those collectables is the most popular. Because my favorite collectables are NFL All Day, which is currently in a state of licensing limbo, it could very well end up collecting dust for years or even decades. But these collectables can always be ressurected. An awesome benefit from the blockchain.

What I'm building

It'll be something we can't yet imagine.

Physical vs. digital stance

I've moved away from physical almost entirely