I heard about NeoTokyo last year but didn’t start seriously researching until a few weeks ago. I was not dissuaded by the FUD, it was an investment for the future of Web3.
Welcome Citizen 2593 to the Citadel.
@alexkaplan0
What am I missing. Wasn’t this paper published in 2020 and then retracted given some odd ways of measuring certain things. And a lot of problems arose as others tested the methods and try to replicate for every day applications. Haven’t seen an update at where this stand today.
Azuki airdropped $PEPE to holders with Frog traits...GOATED.
Marketing and gamification of the meme, unparalleled. It isn't even Vegas yet...team having fun with the times.
Let's launch a token.
What's it for?
Governance.
Governance of what?
Our protocol.
Who uses the protocol?
No one yet.
So why launch the token?
To attract users. Free money, right?
How is it free money if it's just for governance?
If people use it, it generates fees, and
NFT founders, you've raised more capital than most Series A and B startups.
Community efforts have limits. It's your turn to lead. Build, ship, scale, and deliver value for everyone involved.
A base of 4K isn't enough—only you can grow this industry. Time to prove your worth.
First Y00ts acquired - putting my money where my mouth is - first of many and
@DeGodsNFT
up next.
@y00tsNFT
bridge was a phenomenal experience, took ~30 seconds and the visuals were 🔥 + staked! Great job
@frankdegods
Planned to buy on Poly, but decided to support the bridge,
.
@dingalingts
just brokered a 47 Azuki OTC deal between two parties. A new anon whale has joined the garden tonight buying in bulk.
Waiting for the right time to join garden and making a splash 🫡
Who is this mysterious buyer!?🕵️♂️
Ordinals have done:
$200M+ in volume
160K+ wallets
$40M+ in miner fees
6 months old…
On the largest, most decentralized chain in human history. But ya they are dead bc some mid-fluencers got rekt following larps.
Seems like 🫵 problem. Not a chain.
🫡
End of an era...larping as a grail guy. Time to go back to floors. Jokes aside...I have held all this time, but opportunity cost felt a bit high for now.
I am bullish on Azuki and the
@spiritdao
. Not going anywhere. Do I need to change my PFP?
I have been following
@pudgypenguins
since
@cameronmoulene
told me about their resurgence last summer. Had the pleasure of meeting
@LucaNetz
and hear his amazing vision for the brand.
Not sure why it has taken me so long to pull the trigger but this Pudgy coming to Minnesota!
I’ve never watched anime outside of Dragon Ball Z or Pokémon and Avatar if they count. Hit me with your list from what I should start with.
Taking a crash course.
If you're supposedly a top-tier gaming project with hype maybe do the following...
- A website that can host demand
- Don't aggressively over promise allocations
- Don't oversell presale to compound issue
There is no way that was 10% OA.
Sold out in a sec. Waste of time.
@HanweChang
TL;DR: When I sell, it's strategic foresight for your benefit. When others sell, it's flipping. Only I have the divine right to profit in this realm. Welcome to my benevolent dictatorship - it’s for the greater good.
🌶️Hot Take: Stop blaming Moonbirds and Kevin Rose and look in the mirror.
Bear with me, meant to be counter to sentiment on twitter. Fun thought exercise.
- 🫵 you chose to mint Moonbirds at 2E and drive a $75M mint
- 🫵 chose to buy Moonbirds at $200K
- 10/10 times if we
Thrilled to share that over recent months, I've been diligently shaping a stealth startup in Ordinals,
@EtcherBTC
. I'm proud to announce our backing from innovative organizations such as
@thesis_co
and thought leaders like
@mhluongo
.
Building on Bitcoin feels particularly
It took a year. A little late. But I’d rather buy memes than certain NFTs.
Both are the same but at least memecoins have culture.
Mog out.
Edit: 1,000 likes we switch to pfp.
Azuki is a brilliant intersection of imagination, art, community and an elevated experience. It struck a chord for many of us that didn't resonate with other projects.
Why Azuki? Community. Its pretty simple. Going into mint and the first few months. I didn't know the team. But
It’s important to rotate. Cut your losses and enter high conviction plays.
Bullish on
@DeGodsNFT
Season III
Tired of shitcoins so picked up $DUST ($66M FDV mcap). NFT season is coming…
8 more to go for X+?
.
@frankdegods
faded VeeCon & Miami fixing hoodies. Ser, mail one?
Azuki Experience was unreal. The time and effort to create a set that transports you to Japan…in NYC. Brining the metaverse IRL. + Hibiki 21 Whiskey. Everyone can throw a party. But not a curated end to end journey. Attention to detail, phenomenal. Great meeting everyone.
#IKZ
Palworld was built with $7M. CypherPunk 2077 cost ~$174M. Red Dead Redemption cost $300M+.
You made $561M on Otherside NFT sales. Burned $200M in gas fees.
No more of this stupid azz wagmi shit with participation trophies. I love BAYC and love they will be separate. Yuga has
Valhalla Overview Stats:
I will preface with:
- I didn't agree with mint price for a few reasons, but my opinion doesn't matter. Why? Because supply-demand, and the collection sold out.
- Minted 2, bet on the team, LT.
- FUD, allows entry via mispriced assets.
Now the data->
It doesn't matter if Bitcoin is at $15K or $50K, I will buy.
Long-term investing is about the time horizon. I am convinced a spot-approval and general adoption will lead Bitcoin over $100K, easily, and $300K+ over the next few years.
I will focus on years not months.
Narrative is simple.
Solana will break $300.
Mad Lads will be the
#1
collection.
Why? The merch is pretty cool.
Its all pretty simple. For anyone that was watching, these were 6.9 SOL mint.
Next bull run will likely be led by corps / large brands.
Nike via Swoosh and RTFKT
Doodles via Pharrell and animation
Pudgy via big box toys
Fidelity, Amazon / others
Pharrell tweets and Lebron wears CloneX and the space barely reacts. Build for the future audience.
Thanks
@yver__
for flagging this amazing project.
@MadLadsNFT
art is great but the UI/UX for the new wallet,
@xNFT_Backpack
has been fantastic. Changing the game of what it means to own and engage with NFTs and their respective communities.
@blknoiz06
$3M in cash earning 6-7%; $180K+ to pay annual expenses without impact principal.
$1M macro plays focused on blue chip exposure.
$1M broken out into Angel plays, memes, and emerging trends across the sector.
You have capital spread out. Make some bets and just hold.
~7K ETH spent on gas by Otherside mints in the last hour...congrats miners. But it begs the question, why not raffle or airdrop. Does Yuga really need more money to build virtual land? They make $100M+ in royalties, raised at a $4.5B valuation. If this isn't greed, what is.
Repping this cozy Pudgy to support the
@pudgypenguins
and the gang with Lorenzo, Luca and the fam.
Bought one pudgy toy for each of my nieces and nephews.
One Huddle.
Winter is coming ☃️
We are about to see a massive GameFi bull run - those building the last few years are about to show off.
Big concern with Valhalla - given they launched an NFT project tied to gaming 1 year ago with no follow-ups.
Stacked is building a separate project with no Web3
@CollinRugg
@AliceOllstein
Are they armed? Did they attack or injure any officers? Destroy any property?
Are they there to take over Congress by force and prevent the dealings of the electoral college?
Have they threatened the senator’s life?
Just aped into
@galaxy_eggs
, art was amazing and the community seems solid. Plus, warrior mint on Sunday. They want to be the StarWars for the Metaverse. I was sold.
This piece felt spiritual.
#eggfollowegg
#galaxywarriors
@solanamobile
Hey Guys - respectfully. You’re a phone company not a degen nft.
A referral program to drive non-refundable deposits, that “may” not cover the cost of a phone, that probably hasn’t been designed and no where close to shipping isn’t it.
Make it first.
The narrative is simple.
Funds will continue to fade Bitcoin DeFi. And L2s.
People will fomo after $70K.
Bitcoin will cross a $100K.
And then everyone will chase.
You’ll think the top is in at $150K.
You’ll sell at $90K.
I’ll see you at $250K.
Enjoy.
The Collectors profile for
@spiritdao
is a beautiful sight. The price history, not so much.
Bring back the bull. The rockstar dropping beats in the anime universe.
BREAKING 🚨: Top Hedge Fund Manager, Nancy Pelosi buys Bitcoin
Nancy Pelosi just bought 100 BTC with the average price of $42,069 between 12/25 - 1/1.
Reportedly after Christmas dinner where Gensler, Fink, Dimon and other notables were in attendance.
If you’re cutting supply, that’s a red flag.
A) Your supply was too much
B) Your metrics and WL demand were spoofed
C) Trying to ponzi the numbers to create demand
D) Whatever else
If you truly believe in the vision, you pick a number that makes sense and stick with it.
We are proud to announce that KRose has joined as an advisor and we have decided to make Azuki Elementals CCO.
We hear the community. It’s time to grow the garden. Azukis for everyone!
Disclaimer: This is pasta.
The (3,3) Friend Tech Model (Pyramid Scheme)
Friend Tech has emerged as a fascinating social experiment in the crypto space, blending elements of game theory, psychology, and economics. While the platform has gained significant traction, its long-term sustainability is
Diving into the Pixelmon FUD
Let's explore the PixelPals airdrop and some of the noise voiced by angry players.
For a game that was free to play, didn't require any nfts, and where they ONLY expense was your time...we have some entitled players that wanted MORE (shocked).
Udi, Eric, Far, and the entire Taproot Wizards team have been integral in spearheading the renaissance in building on Bitcoin.
Excited to support
@QuantumCatsXYZ
this week.
Excited to announce that I will be leading and incubating product within the Bitcoin ecosystem!
Look forward to sharing details soon.
In the meantime, see you in Miami. If you’re a builder or active collector, let’s connect.
Two biggest Cults in NFTs: Azuki & DeGods.
Cults in NFTs are brand cults - creating positive externalities for the project and broader ecosystem.
- Dedicated and loyal holders
- Create exclusivity, strong community, improved brand recognition and word of mouth
- Brands
Worst trades of 2022:
Buying Okay Bears and fading DeGods.
Forgetting I have substantial bag of LUNA in an old wallet. But, saved a much larger amount by pulling out of UST at 0.93 (treasury mgmt stuff).
Buying the top of NeoTokyo.
Learn from your mistakes. Stay humble.
Valhalla's Keyboard is not what angers me so. The keyboard looks sick...but I can go buy that anywhere else. I would've minted a RAZER NFT.
Here we have a project "attempting" to build the Twitch for Web3 and Valhalla, WHATEVER THAT IS SUPPOSED TO BE. STILL DON'T KNOW 15 MONTHS
After missing the AL for
@SteadyStackNFT
in April, and then fading it last few months (needed to DD), finally entering.
Thesis ->
- Strong community and great alpha
- Founders are extremely high touch. Thanks
@readyplayerh
Comps -> Proof Pass? Prolly bought the top. 😅
I understand the ethos of proposing a background change and letting the community decide. It’s decentralization.
An effort to open up. After sleeping on it, I am against touching the art.
It’s about non-fungibility. Let’s welcome our new family and move forward.
.
@EtcherBTC
and my account are momentarily search-banned on Twitter due to an enthusiastic flurry from all you degens. We may lock it down.
Some clarifications:
Etcher remains in its embryonic stage; we currently do not have a Discord channel, no upcoming mints, and no links to
22nd Annual NFT Nominations & Roast
Comeback of the Year:
@Pixelmon
Pixelmon has gone from a 19yr old Fiverr dream to a top gaming prospect for 2024.
Operational Excellence:
@pudgypenguins
Pudgy Penguins are not just waddling through the NFT space; they're leading the march.
Stop taking loans on illiquid, overpriced jpegs.
Losing money farming -EV. Blur token isn’t going to save your bag.
Pudgy vs. Azuki or any other project is moronic.
“I speak the truth” or “I don’t have bag bias” - is usually a cop out for an ill-informed / poor logic tweet
If you’re an nft project launching in 2024:
- Optimize for Gas - don’t be a moron
- If people have to deposit funds to mint or enter raffle, airdrop the nft or auto refund. This penny pinching stuff has to stop. If you’re that tight, no business dropping on ETH, or a project at
Thanks for the quick trade
@EvaAzuki
. Triple fire and double monkey king, too clean to pass up.
@AzukiOfficial
and their Christmas post smh, missed the sweeps went for the 1/1.
@OverworldPlay
Overallocate supply...block marketplaces...farm royalties...allow KOLs to dump on public. Presale=Public.
Low mint but make money on secondary. One guy dumps all 100 and another has 300 and so far dump 70E worth.
This game is going to be sick. Momoguro vibes.
DeGods,
@frankdegods
and everyone on the team and in the community - wish you the best of luck this week.
Let them forge the journey. Be excited yet keep no expectations. It’s an experience. Don’t get caught up in the noise and enjoy the moment.
Persistence and faith. 🫡
A lot of activity this week, few call outs.
-
@inkonbtc
represents an ideal fusion of Bitcoin and bespoke digital art. Their approach to creating custom, hand-drawn PFPs using Ordinals, with a focus on a limited supply for collectors, is a brilliant strategy. This project is a
@blknoiz06
Coinbase is one of the best, asymmetrical bets in crypto rn. Listed as the custodian for most major etf filings.
Trades between $200-300, IPO surge had it over $400. At current price it’s a $22B mcap - wild given FTX and Binance out of US market.
Ordinals are dead...an update:
$660M+ in volume
230K+ wallets
$113M+ in miner fees
1.1M+ transactions
Builders build in the trenches...the market follows. Ordinals aren't going anywhere. Let's see who sticks around this time.
Ordinals have done:
$200M+ in volume
160K+ wallets
$40M+ in miner fees
6 months old…
On the largest, most decentralized chain in human history. But ya they are dead bc some mid-fluencers got rekt following larps.
Seems like 🫵 problem. Not a chain.
🫡
NFT projects thrive on the surplus capital contributed by their communities. To truly demonstrate their appreciation and to incentivize their holders, top-tier projects could consider distributing a portion of company equity to their holders.
Although intricate and nuanced, such
Bitcoin NFTs and Ordinal Theory🧵
NFTs on Bitcoin originated well before the mainstream adoption seen on ETH and other chains. While not the first, one of the most notable NFT collections is the Rare Pepes on CounterParty.
The card below sold at
@Sothebysverse
for $3.65M.
/1
The Pudgy run is what you see when the market catches up to fundamentals.
8,888 and supply crunch on floor.
Beyond that I only see 450 loans on Blend. IMO a healthy run.
We haven’t even kicked off the bull.
There’s been a strong reaction to Azuki acquiring an underutilized domain and pushing the “new anime” narrative. Also find this cringe but that’s good marketing right?
Critics are worried that this move will somehow bastardize the genre or be purely extractive. Let’s evaluate it
A thread on
@galaxy_eggs
and I why found the project interesting...I aped in but finally did some DD. I have no idea how it will play out, but that's part of the thrill.
See Below 👇
@MKBHD
@DegenerateNews
@solanamobile
You said you wouldn’t recommend it at ANY price.
It may not be a great phone but no way this is the worst phone you reviewed.
Rather, I sense inherent bias bc it has crypto capabilities.
Saying that Blur killed NFTs is like claiming that modern trading platforms like Robinhood or E*trade killed stocks; or massive brands like Yahoo or Blockbuster.
Their demise was due to shortcomings, not where they traded.
Money talks. Be honest, most projects are bad.
WZRD and Magic Internet Money isn’t owned or controlled by any team at this point. It’s Bitcoin culture.
Say what you want about BRC20s but the early ones were fair distributions. No LPs.
Regardless of the clown show today, WZRD can’t be nuked or rugged. Now when it comes to
Azuki is a religion.
A special type of crazy.
Wrote our bags to 0.
Everything else is crème.
@spiritdao
a North Star.
Low Ego.
Shadows holding the line.
Collectors.
Here for a good time.
Ride or Die.
IKZ ⛩️
As much as I love Azuki but I have to leave for personal reasons. I can’t blame the team fully for this 2nd drop, It’s my choice to invest and collect Azuki. I’m looking to sell my Azuki at a discount price.
Accepting offers @ 690ETH, DM if interested I will sell today.
Everyone's so fixated on making money, they forget to live.
Chase sunsets and life's adventures beyond the keyboard.
True wealth stems from conviction and dedication. When you're passionate, prosperity naturally finds its way to you.
Azuki’s drop of the jacket today is a great precedent being set by a top-tier project. Admirable going against the fold.
Fashion, culture and brand are core to your thesis. The community has created value and demand. We are not equity holders but we are part of the brand.