Collector Thesis
NBA TopShot Spurs Collector.
May 26, 2026
How I got here
When Deck the Hoops dropped. I remember waking up at 3am to be part of the drop, only to miss out. The anticipation was electric. I really wanted the Kawhi for some reason. But would have taken anything.
Core belief
Collecting , NBA and technology. My three favourite things.
Highest-conviction platform
NBA TopShot.
Allocation logic
Collect what I like. Sometimes speculate on rookies. I prefer to just collect sets and hold.
The tension I hold
That the ownership can just rug you at anytime
Theory of value
Scarcity, athlete performance. Same as per physical cards.
What I'm building
Hopefully better ways to showcase collections
Physical vs. digital stance
Primarily digital, physical is secondary