Last night before bed, I checked out the PFP community, and it feels like everyone is now more interested in buying "the atmosphere in the group" rather than the profile picture itself... Memberships, brands—these all rely on continuous attention; once the buzz dies down, it’s over. Long-term value is there, of course, but you have to withstand the quiet periods: no one chatting, floor prices stagnant, and still needing to keep working.


On the other hand, that short-term hype—when emotional indicators hit the max (big social media presence, rate spikes)—it’s easy to mistake "a sense of identity" for "asset logic."
Recently, modular and DAO-level narrative developers are super excited, while users look confused. I see it pretty much like PFP: the more you understand, the more coherent it feels; the less you understand, the more you just follow the vibe... I’ll save the images first, and once the hype dies down, I’ll see who’s still seriously doing operations.
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