IMO this goes way higher. There’s not even a single project that makes NFTs fully on chain. They store images in the cloud. And we have seen they can’t view the images if cloud goes down. This was the reason x removed NFT profile pics.
Thread
- Posted
- 2026-09-20 04:48 UTC
- First seen
- 13h ago via trade comments
- Chain
- Solana
Other theses on this trade
Check my old thesis - this is 100M token There’s no tech that can make NFT decentralised but we have it now
ZEC NFTs generated alot of attention to NFTs. Soon they’ll figure out Solana got JPEG on blockchain instead of storing them in the cloud.