"Fat protocols" isn't an investment thesis. It's a utopian vision articulated to help justify a venture capital driven greater fool theory. The better discussion is whether it will be "winner take most" (fat monies) or "winner take all" (BTC maximalism).
NFTs aren't necessary. Bitcoin *is* the killer app. The hardest money ever invented. the TAM of monetary instruments is 1000x bigger than all NFTs.
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The muradbot should add btc giveaway to the reply set
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. also looking at virtual good sales and e-sport growth further increases possibilities for NFTs