Disclosure: I hold $PANDORA.

My Pandora Thesis

Many people look at the $PANDORA chart and think the 404 narrative is played out and that $PANDORA is dead. I think they are wrong. $PANDORA and 404s are probably the most exciting things to happen in the NFT market for a while. And I believe $PANDORA could be a huge winner, although certainly not the only one.

I am sure people are now reading this and asking why I am bullish when the chart has been down only for a few weeks. It is simple: my model for the 404 market is BRC20s. On a conceptual level, they are similar – 404s are an innovation that creates a new avenue