MeredithFrost
7.6K posts






I think the Monkey D. Luffy Oda Signature card from OP-05 will be recognized as the most valuable non-promo One Piece TCG card. The thesis is simple and obvious: it’s the main character, in art drawn by the creator of One Piece (Eiichiro Oda), and is the only card out of all the sets that has the creator’s signature stamped on it. There’s nothing else like it in any of the sets that you can pull. This signal from the creator of the franchise is the key. It’s not just another manga card (no disrespect to the manga cards, but there are many), it’s the only card with Oda’s signature and it still has a relatively low pop count. I think it will eventually be treated as the closest to a “First Edition Charizard” equivalent, although admittedly that is not a 1/1 comparison because the Charizard card referred to here is from the Pokemon base set whereas the Oda signature card is from the fifth major release (OP-05) of the modern One Piece TCG by Bandai. The main challenger to the Oda signature card will be the Gol D. Roger gold manga card from OP-09. Until there is a gold pirate king Luffy manga card (which should be years away), I think the Roger gold manga will be the top manga card. Yes, even over the several Luffy manga cards already released. There is so much competition among the top Luffy manga cards (including between the Gear 5 manga card from OP-05 and the red Luffy manga card from OP-13) that I think such competition will help secure Roger as the top manga card. Besides the red Luffy manga (which pop count will continue to rise with reprints later this year), the Roger is the most scarce and difficult manga card to pull. And it’s gold. I think the third most valuable card out of all the released sets is the Luffy Gear 5 manga card. The OG version from OP-05, not the reprinted card in a later OP set (I think in PRB-01). This is the first manga card for Luffy released in any of the sets (that means something from a historical value perspective); it’s his iconic (most famous?) pose in Gear 5; and the Gear 5 art is so beloved and important that Bandai has already made multiple iterations celebrating the Gear 5 Luffy with other card releases (like the gold SP Gear 5 from OP-11). But this is the first, and the best version. I think these factors will ultimately give it an edge over the other Luffy manga cards, including the red Luffy manga from OP-13 which will be subject to reprints later this year. I think there is going to be a repricing between the OG Gear 5 Luffy manga card from OP-05 and the red Luffy manga card from OP-13 over the next six months. The fourth lead challenger to being the most valuable non-promo card is the pre-errata version of the Monkey D. Luffy Alternate Art card (#003) from Romance Dawn. The pre-errata (error) version (be careful you buy this version and NOT the later errata version) is the easiest and most natural comparison to the First Edition Charizard. It’s the first print (or first edition) version of the most popular character in the franchise (Luffy) in the first base set (Romance Dawn). I would not be surprised if this card in a few years becomes regarded way higher than it is now. In fact, it’s not unreasonable to think that years from now it will be regarded as #1 for ease of comparison. Always keep things simple. One key takeaway is that two of the four top non-promo cards are from the same set: OP-05. Which is why I have been publicly encouraging people to buy OP-05 since last September.


I’ve been asking myself why has it taken me so long to write this? Ultimately I still carry a huge amount of cognitive dissonance here. In my mind LayerZero the protocol was like Gnosis Safe and the application was setting their config, and who the )@(!$ would secure billions in TVL on a 1/1? I even tweeted about it, literally 0, I would have bet almost anything on that because almost every major application we helped setup their configs. Someone then going and manually changing that to a 1/1 was outside of the realm of possibility for me. I was wrong. It’s easy to sit back and say ‘it’s just a protocol we have no control over how people use it’ but we have the opportunity to be better. There was a conversation this week speaking to a customer and they just… screamed at me, at the top of their lungs, and swore for a solid ~3-5 minutes straight. We had implemented additional security measures of forcing a more stringent RPC quorum and forcing every chain to provide multiple RPCs and we had done it without telling them and it !)@$d with their business, which frankly is a deadly sin. We had messed with their business and they said communication wise we were completely blowing this. They were completely right. This is something I care about a ton, it is both the result of a huge portion of my life and something that I fundamentally believe in. I literally gifted a copy of Unreasonable Hospitality to every single manager in the company. The entire point of what we’ve built is to enable others to build on top of it, it is to provide a protocol and a platform for people to build on, and we’ve been failing some of our largest customers. The past two weeks have been unbelievably miserable. I’m incredibly grateful for all of the applications who have worked with us over the past 2 weeks, for @zeroshadow_io who has spent endless cycles with us tracking and seizing millions in attacker funds which will be returned to the rsETH team, and for all of the parties who brought together DefiUnited. Particularly @aave for leading and @MikeSilagadze for pushing everyone to get their !@)($ together and sort things out as quickly as possible, and putting himself in the frontline of acquisition talks and everything else to try to get to a solution quickly. @LayerZero_Core is one of the most critical pieces of infrastructure in the industry, the LayerZero protocol has earned the trust of the largest and most important asset issuers in the space. We will do better and we will make the industry better for it. My entire focus over the past 2 weeks has singularly been working with applications to harden their setup, building tooling to assist in tracking and freezing hacker funds, and the rsETH recovery efforts. That is going to shift now to where LayerZero Labs spends it's time and effort. The only thing this company will spend time on is how we can better serve our asset issuers and the upcoming launch of Zero.








Wen $SEA ?



















