GM
@SolanaMBS
I've been patiently waiting and peak sol FUD seems like the right time.
Aurory x Monke
Looking forward to working together with
@jemmmyjemm
and
@MonkeVentures
Picked up a clayno a few days ago.
Hands down best team I've seen at marketing. The reels are great, no other project is embracing tik tok and reels like this.
@Claynosaurz
I don't generally do this but when I do it's because I mean it
@Opaque1555
is the best mix of degen memecoin caller and market analysis (macro)
Please give him a follow, you won't regret it
$MOUTAI
@Moutai_Sol
Thesis:
-Bridging cultures East X West
-Will attract Chinese degen $
-Strong asf cult community
-30% of supply is locked in
@MoutaiFund
-sponsoring AI bot team in colosseum
-Breakpoint is in Singapore
-
@blknoiz06
drinks Moutai
Still good r/r at sub 20m MC
GM
@SolanaMBS
I've been patiently waiting and peak sol FUD seems like the right time.
Aurory x Monke
Looking forward to working together with
@jemmmyjemm
and
@MonkeVentures
8. The community❤️
Full of like-minded and intelligent individuals that are contributing to Aurory's success in different ways (examples: news
@AuroryDaily
, art
@Tejji90
, youtube
@RafikeyAurory
)
I also find myself heading to the discord channel more and more often!
3. The vision
There is a long-term vision, the game will evolve over time and there will be competitive tournaments! (Partnership with
@TSM
btw)
There is also a 50-page whitepaper and you can really see the deep thought put into every aspect of the game
6. Investors
The project is well funded with support from Animoca Brands/Alameda/CMS/Serum/Solana Foundation. Amy Wu of FTX Ventures also had an Aurorian PFP for a long time.
There is also interest from large funds that have opted to buy Helios NFTs!
2. The team
I like to invest in people and the team behind Aurory is impressive, with many years of experience in game development. A lot of them worked together at Ubisoft, so we can infer they work well together (not easy to achieve).
During this dip I've seen nothing but people:
1) continue to hyper-gamble on memes
2) continue to post their favorite memes
3) boomers claim it's the end for memes
Conclusion memes and Solana aren't going anywhere
LT: $WIF $BONK $POPCAT $MICHI $MOTHER
ST: $BODEN and $TRUMP
1. Crypto Gaming Thesis
Gaming is the biggest thing that’s going to happen in crypto short term. The market size is estimated to reach $400+ BILLION in the next few years. Microsoft bought Blizzard for a reason! Play-and-earn with in-game NFT trading will become the default.
Hold an Aurorian, become a part of
@DaoryAurory
- a real DAO powered by
@AuroryProject
.
What's the funding?
- Monthly allocation of 69,444 $AURY until October 2027 (totaling 7M $AURY).
- 1,25 of royalties, in $SOL, forever.
- 1,000 $SOL coming from the Aurorians mint (10% of
7. Aurorian NFTs
Need a separate thread for this tbh:
-IN-GAME visual Identity
-Early access
-Air-drops and staking to get rewards
-Land sale priority
-A stake in the DAOry
@greatcryptoape
wrote a good thread about the ROI
1/25
As one of the
@AuroryProject
top holders I often get asked why I am so bullish on the project so I decided to start this thread.
I am overinvested in Aurorian NFT's.. by a lot, for a couple of reasons:
9/ One last gift from SBF
FTX estate holds a significant amount of SHDW and has been selling.
They stopped selling sub $1, limiting risk to the downside, and providing a chance for us to accumulate. Once this clears there is a lot of upside.
What is Aurory?
Play and Earn game (PvE and PvP) that integrates with Solana and allows you to have ownership of your in-game assets🎮
Now let me explain what makes me so bullish....
5. Everything in-house
The team has built everything from scratch and integrated it flawlessly (token staking, NFT staking, market place and game all in one place!) The quality is in a league of its own.
Controversial take stacking SOL > stacking NFTs right now (unless undervalued like Aurory). Flip NFTs in bull market, stack SOL in bear market.
Low price of SOL = high FP, SOL pump = lower liquidity and more people willing to sell at lower SOL value due to profit in USD terms.
It's been a pleasure lads 🫡
With a majority of the council staying on, I can safely say we're in great hands.
My primary aim in setting up the council was to ensure we had a proper structure in place, and I believe that's been achieved!
FYI, I'm not f-ing leaving!
@HGESOL
From one overlord to another, it was never "freed" and just gave ownership from a trash team to an even worse team. Who approved the ordinals bro?
It's fine to trade $BONK but remember the 'team' holds 50% of the supply and it's certainly not surprising if they cash out and enjoy their lives with a few million dollars. Many would be tempted to rug. Also your favorite CT influencers have more than 3x'd already on this.
With something like ~$80m of stables (my est) in Treasury + a solid team with many years of experience + VC funding drying up = a massive advantage over every other crypto gaming project
Hope the market learned by now that
@AuroryProject
isn't taking any risk with their treasury & team wages.
Easily 8-10 year runway with current treasury and multiple game modes releasing in the next year.
SyncSpace integration is being rolled out & tournament patch in December 💪
Hol'up so 46m of Alameda's $SOL is actually vesting linearly monthly till 2028 and 7.5m unlock ins 2025! So that's ~10% of the total supply that's illiquid AF.
1) Either bankruptcy proceedings will take another 6 years minimum
2) A large chunk of sol will just be burned
6/ Undervalued
Currently $150m FDV
22x if the marketcap of FIL
17x if the current marketcap of AR
XXx market cap during the mania phase of the bullrun?
@lordsigma
@DeGodsNFT
@y00tsNFT
The 'well-designed' pitch deck in question 💀
I've said this many times and the only response from their minions is that I'm a hater lmao.
@levani_tev
@AuroryProject
Tbh this is becoming partly pay-to-win and I don't like the concept at all. High stat nefties becoming very expensive and hard to obtain. I think there should be a model where you can train your nefties to obtain better stats like leveling them up with experience.
Insider News for Solana?
SOL pumped hard in the last three times we had a SUDDEN increase in stablecoins
Last time this happened we had a SOL ETF application hours later
SOL Stablecoin Market Cap just saw a ~10% increase, driven by USDC
Is this the fourth time?
@frankdegods
Looks like you're just browsing tiwtter / discord / having calls - what's the tangible output here? What are you building? Have you actually set goals and delivered against them?
@R89Capital
Looks like a cash grab to me why can't NFTs be used for governance?
The token does nothing and but 'governance' (but wait who's building and hosting the site anyway hmmm)
Platform generates 0 revenue from fees - let's add fees? Well watch a bunch of competitors come out
If you’re feeling fearful today just remember the solana trade isn’t over..
Firedancer hasn’t even been priced in yet
30-40% dips are normal in a bull market
Macro data is bullish and we get rate cuts from the generational high of 5.5% soon
Trump is shilling BTC
@R89Capital
Irrelevant imo. What matters is MonkeDAO is broke ( ~$200k assets right now). A broke DAO really can't achieve anything, so launch an NFT project to raise funds, although potentially diluting holders (DAA route). With sugar daddy HGE now there is more optionality = bullish
@0xSoju
@solana
Looking forward to v2. Meanwhile we don’t actually need Solana labs for partnerships, why not set up a small group of competent professionals and get stuff done ourselves?
no idea when the cycle tops or how much higher we go or whatever, but think at this point it’s probably best to be taking money out of crypto rather than putting new money in
Where's your "DAO" governance now LMAO.
@LtLollipop9
@hadeswap
@HGESOL
Such a poorly run joke and throwing shade at Aurory for no reason, it's not a hack when people click a fake link. Cya 🫡📉
Why Ordinals?
As the OGs of Solana, we want representation on Ordinals for our brand.
We are auctioning the 42 monkeys stolen during the
@AuroryProject
hack.
Victims that lost their monkey during the hack will be able to claim auction proceeds.
Details below 👇
1/
0% marketplace fees and royalties were inevitable.
It's just not that hard to spin up a marketplace, so in order to retain users, they need to drop fees and find another way to monetize.
@lwj_sol
@GenesysGo
They just need to fix shdw tokenomics. % fee should be collected and used to burn shdw it’s pretty damn simple idk why they’re not doing it
"Projects will need to find external funding!"
The whole point of having a mint was to avoid this issue. Curious to see which VCs will invest in projects with no royalties in a market turnoil!
To have solid external revenue you either need to do: Gaming/Software/Exchange
🧵 1/ A quick thread on why Aurory is bullish on, and building an xNFT 🎒
Make sure to read until the end to find out how you can win a Backpack beta access code, which also allows you to secure an early username and a WL for the NFT collection they’ll be dropping soon!
@WolfGanG_Aura
1) Eth is good while it's pow - secure, PoS no one knows. 2) Imo fundamentally not a good tech, that's why 2/3 co founders left to build new chains 3) Solidity is a rubbish programming language, long run devs want something better like Rust. 4) IF merge happens stakers prob dump