Thursday, May 28, 2026 F&G 22 · Extreme Fear
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NFT primer: what they are, why people care, the risks

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An NFT is a token whose individual units are distinguishable from each other. Unlike one USDC being identical to every other USDC, each NFT has a unique identifier. The technology is useful; the speculative market that grew around it in 2021 was largely a casino. Both can be true.

What NFTs are technically

An NFT is a smart contract that lets each token instance have unique metadata — usually a pointer to an image, video, or data file. The token represents ownership of the metadata reference, not the underlying file itself. The file usually lives on IPFS or a centralised CDN. If the file host goes down, the NFT references nothing.

What NFTs are commercially

  • Digital art — Bored Apes, CryptoPunks, generative art. Peak market in 2021–2022 saw individual pieces sell for $millions; the market has substantially deflated.
  • In-game items — character skins, weapons, real estate. Practical use depends on game adoption.
  • Music + creator economy — Sound, Catalog. Smaller market; persistent niche.
  • Identity + credentials — soulbound tokens for diplomas, attendance certificates, profile pictures. Emerging.
  • Domain names — ENS (.eth), Unstoppable. Functional; growing.

The 2021–2022 cycle

NFT trading volume peaked at ~$5B/month in early 2022. By late 2023 it had fallen to under $500M/month. Total NFT market cap dropped by an order of magnitude. The peak was driven by retail speculation and creator hype; the unwind happened as the speculation exhausted and the creator promises failed to materialise.

Today’s NFT market is roughly 10% of the peak by volume but includes more sustainable use cases (gaming, identity, smaller community-driven projects) and fewer pure speculation plays.

What buying an NFT actually gets you

Depends on the collection. Generally:

  • Ownership of the on-chain token (verifiable)
  • Display rights to use the linked image (often)
  • Access to a Discord channel (sometimes)
  • Eligibility for future airdrops or perks (sometimes)
  • IP rights to commercialise the art (rarely — varies by collection)

It does not get you copyright, broadcast rights, or any guarantee about the underlying file’s availability.

The risks

  1. Liquidity collapse. NFT markets are thin. A floor price of $5,000 does not mean you can sell at $5,000 — it means the cheapest available is listed at $5,000. Actual sell-side liquidity below that is often zero.
  2. Wash trading. Significant historical NFT volume was wash trading — same entity buying and selling at inflated prices to manipulate metrics.
  3. Rug pulls. Many NFT projects abandoned promises after mint. The creator-airdrop-promised, never-delivered pattern is endemic.
  4. Storage risk. If the underlying file is on a centralised server, NFT references nothing when the server goes away.
  5. Tax complexity. NFT transactions have unclear tax treatment in many jurisdictions; record-keeping is your responsibility.

If you are considering buying

  1. Buy collections you would be happy holding even if liquidity dried up
  2. Verify the contract is the official one (impersonation contracts are common)
  3. Check the floor and recent sales for the collection — not just the headline mint or auction price
  4. Understand the IP / utility terms before purchasing
  5. Use a hardware wallet for material amounts

If you are considering creating

The NFT-as-monetisation playbook of 2021 does not work in 2026. The successful current creators treat NFTs as one channel within a broader creator strategy, not as the primary revenue source.

Where to go next

Not financial advice. NFTs carry extreme liquidity risk.