gvan
81.4K posts

gvan
@_gvan
growth @perpltrade • bald since 2019 • TG: https://t.co/H5AyebGsEq
Katılım Ocak 2017
4K Takip Edilen23.2K Takipçiler
Sabitlenmiş Tweet
gvan retweetledi

Meet @perpltrade : now available on SypherScore.
And this is exactly the layer many funding traders were missing:
a new on-chain perp venue on Monad.
- our route scanner
- AI scoring
- backtest context
Now Perpl can be analyzed inside the full SypherScore funding engine.

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this is a good article, covers a lot of the details on @Collector_Crypt, feels like it's mostly flew under the radar but one of the few crypto consumer apps that has been doing well w/ essentially all user & revenue metrics trending up & to the right
apps with highest ceilings are the ones that also draw interest from crowds external to crypto, what was interesting about this specifically to me is that it's actually +EV for users to draw trading cards from the packs which is unlike 99% of the gacha models, emphasis on giving back to the users is apparent
@solana needs more of these to continue doing well

kioto@0xkioto
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@cozymaximalist still mad i didn't bid when i saw your first tweet, but in my defense i was off on holidays
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I'm going to keep banging the table for $TCG as a complement to the solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp trade:
- Beautiful chart
- Streaming weekly since Dec.
- Super clean website for browsing sets and competitive sealed prices
- Led by old head CT accounts, true fans of the Pokemon hobby




cozy@cozymaximalist
$TCG looking good here
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One of the most interesting structural components of the TCG market is the basis between cards across languages. For example, Japanese Pokémon cards structurally trade cheap to their English counterparts (with notable exceptions).
Games like Pokémon and Magic straddle the line between collectibles and commodities. Collectors buy and hold this stuff with various exit horizons (often years or decades). At the same time, these products are "consumable" in the commodity sense. Cards are used in tournaments and the supply of "pristine collateral" decays with various half lives across sets depending on players, scalpers, investors, etc.
In a world of excess money printing, there is a structural demand for scarce assets. Even within scarce assets, the giga-bid is really for pristine scarcity (e.g. BTC). It's curious to see how much of this embeds less in the "physical card" and more into the language on the cardboard.
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ALWAYS RIP IT
NEVER KEEP IT SEALED
gvan@_gvan
Bought 2 Ascended Heroes ETBs to hold, opened them, then bought 2 more as replacements (I’ll open those too)
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LMFAO YEO
i got the alert on @traded_gg that this Persian is undervalued and selling for only $24 USD - but when i checked last sold it's going for $60 USD on eBay
IMMEDIATELY ran over to Collector Crypt and bought the card with no hesitation - free cooks


frisk@0xFrisk
i gotta give a shoutout to @figo_saleh he's building a CLEAN ass aggregator for TCG listings with alerts for whats undervalued right now and it's SUPER easy to use i love shopping for Pokemon cards as RWAs and he has made the process seamless for me bullish on @traded_gg
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@dachshundwizard I got an ungraded Bulbasaur, great condition
It it worth grading you think?
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March Card Sales by Year
2019: $22.08M
2020: $25.79M
2021: $185.13M
2022: $208.22M
2023: $175.55M
2024: $225.01M
2025: $303.22M
2026: $606.04M ‼️
Safe to say the market is doing pretty damn well for itself 📈
Data provided by @CardLadder

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