Jack Dorfman: Are we seeing any of that in the crypto ponbord ap world? We could signal some lasting power. One thing is scarcity. You can't actually get something then there is no we're making you wait for us to ask you to do it. And you got to start buying the stuff we talked about. Like, my wife's been asking, can we get a erme scarf? Ti, can we erasi? She wants to get the snowball rolled in for when that broken bag day comes.
Timestamps:
- 00:00:00 - Intro, Vitalik & Saylor beef
- 00:02:30 - Tiffany Punks
- 00:11:30 - LVMH & who is Alexandre Arnault?
- 00:14:25 - Star Brands, Timeless & Modernity
- 00:24:15 - How brands stay relevant
- 00:30:20 - Luxury Marketing Breakdown
- 00:42:35 - "It Ain't Ralph Tho"
- 00:44:02 - Birkin Bag Breakdown
- 00:46:30 - Bored Apes Off-White of NFTs?
- 00:50:22 - Birkin Bag Supply vs Punks?
- 00:53:10 - Whitelists & Scarcity
What Is Not Investment Advice?
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