michaeljackson9590's Collector Thesis — 2026

How I got here

Nba Top Shot

Core belief

they turn ownership, identity, and cultural value into assets that can exist, move, and be verified entirely online.

Highest-conviction platform

I’d have the most long-term conviction in platforms that become part of a user’s identity and workflow at the same time

Allocation logic

The Foundation Layer

The tension I hold

The strongest argument against digital collectibles is that most of them may never develop durable cultural meaning beyond speculation.

Theory of value

buying and selling

What I'm building

It’ll just be part of culture and ownership online — embedded so deeply into games, media, communities, events, and identity systems that most people won’t use specialized vocabulary for it anymore.

Physical vs. digital stance

I've moved away from physical almost entirely