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Built something @Collector_Crypt was missing.
Real-time pull analytics. AI advisor. Streak tracking. Live feed. Leaderboard.
Now let's double the fun.
gacha-terminal.com
From The Future@TraderFutureX
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LP 🐡
2.3K posts
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Market ignored the revenue of $Cards because none of it went back to the token. This will change pretty soon.
The CEO / Founder of Cards revealed some interesting insights in the last podcast:
-Generated over $13 Million in net profits over the last 12 months; he said they are likely gonna double that this year.
-So far most of the revenue went into growth, and some of that 'pretty soon' is going towards token buybacks.
-Also, a percentage of each pack sale, will be used to buy back the token (and the same applies to sales through their partner platforms).
-They are holding $10M worth of trading cards.
-Their new vaulting facility with 6k sqft opened, shows the scale they are operating at.
Won't speculate on the actual $ number yet, but even if it's only 10-20% of their revenue (whether existing or new) that goes back into the token, it will likely cause a repricing.
In these times it's prob better to bet on businesses that generate revenue outside of crypto + last week Cards was again the project with the highest rev of all sub 100M mcap tokens on Solana... and soon a part of that flows back into the token.
So based on the revenue numbers and new information, building a pos in Cards seems reasonable at the current levels before they post an official buyback announcement.
Simon Dedic@sjdedic
Doubling down on our $CARDS bags here on the liquid market. @Collector_Crypt consistently ranges between $25-35M in annual gross profit, while the token FDV is currently hovering around $60M, which I largely attribute to tough market conditions and a complete lack of interest in altcoins by exhausted investors. All of this doesn't even account for the fact that Collector holds a trading card treasury worth 8 figures, and is expanding both horizontally via @slabcash_, @renaissxyz and others, as well as vertically by integrating key parts of the supply chain. This is the kind of opportunity investors will look back on sooner or later and realize how painfully obvious it was - and hate themselves for having ignored it purely because of fear in the market.
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LP 🐡 retweetledi
i built a Pokémon casino with AI
fully built with @openclaw Using @Collector_Crypt gacha packs — real graded cards tokenized on-chain as the prize pool
no dev team
no trad devs
just me, the vision, and an AI agent that handled the frontend, backend, smart contracts and deployment
the concept is simple
1v1 pack battles on solana
pick your packs
find an opponent
both sides rip at the same time
highest total card value takes everything
real cards
real stakes
no house edge on the outcome
this is either insanely cooked or the future of pokemon gacha packs!
collectorroll.com
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红包来了 🧧
Just unsealed my @MezoNetwork Red Envelope (VXLUZYP). Phase II of the MEZO airdrop is here, and this is where allocations grow.
Unseal yours 👇
mezo.org/feature/rewards
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Trio Mandili from Georgia
Someone make a remix pls
I'll post the winner
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@doomerfied Opensea can go to hell. They had years to do something, fucking anything and all they did was ask people to keep spending for XP that doesn’t do shit. Courtyard.io is the TCG online marketplace
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If Pokemon slabs had the same degenerate platforms that crypto has it would be absolute euphoria right now
Activate the liquidity and leverage and it’s gg
Icedcoffee 🧊☕@IcedcoffeeEth
Every CT influencer flexing their TCG ports like as if they have size. We are a way long away from euphoria. When you see irresponsible buying (unlikely because cash finance is less available vs crypto) then you start to worry
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@PeakHobby @MazmawWDnXtQ0gU You can go make a shill buy on any buy it now and not pay for it and it will show up as paid on alt.xyz
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@MazmawWDnXtQ0gU Not sure how fanatics collects works. In the sales history it does say $10m?
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Could this actually be the most expensive Pokemon card ever sold?
1999 Pokemon Japanese CoroCoro Comic Promo Best Photo Snap Pikachu #25 PSA AUTH POP 1 of 1
Currently at $10 million sold on Fanatics Collect is almost double the price of Logan Paul’s Pikachu Illustrator. Seller is currently in the process of confirming payment
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LP 🐡 retweetledi
Broke: tIeR oNe vCs pouring billions into the next shiny L1 or L2 that nobody will ever use.
Woke: Tier 3 VCs (= @MoonrockCapital) quietly picking up plays like @Collector_Crypt and @Beezie at ground-floor valuations while nobody believed in them.
Fast forward to today, all the circle jerk infra plays are down -95% or more, while the collectible card market has outperformed literally every other asset class. Not just crypto. Gold, S&P, AI, all of them.
And feels like it's not even slowing down anytime soon.
Imagine owning the emerging picks and shovels play of such a market. Collector & Beezie are going to be this cycle's PumpFun & Hyperliquid.
Much higher for Collectible Capital Markets.
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LP 🐡 retweetledi
Over the last week two of the largest public ETH whales have capitulated the majority of their levered positions. This has caused ETH to decline over 20% also dragging BTC down to natural support levels at prior cycle ATH's. This began with Garrett's 200k ETH perp long liquidated over the weekend, bringing prices dangerously close to Trend Research's liquidation levels on leveraged ETH vs USDT Aave positions. However, Trend has now repaid mid 9 figs of their original position while Garrett has sold ~300m additional Spot ETH. We believe this puts ETH in a position where natural demand can fill the remaining forced sellers. As can be seen in the below chart, Trend Research's liquidation levels are now in the 1600s, roughly 24% away from current price. Once ETH bounces at all the reflexive loop will end. Market should realize this soon and the combination of powerful technical support makes now a logical point to call a bottom on ETH and crypto more broadly. We are long ETH outright.
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LP 🐡 retweetledi
@AshCrypto Remember: they don't use $BTC as collateral and have a cash runway
x.com/MilkRoad/statu…
Milk Road@MilkRoad
There's a persistent myth floating around that Strategy is one bad $BTC drawdown away from a forced liquidation. That their Bitcoin is pledged as collateral and margin calls are looming. Save this and remember: None of the above is true. $MSTR’s Bitcoin is not collateral. This is the single most important thing to understand. Strategy's debt is primarily unsecured. There are no margin calls tied to Bitcoin's price. If $BTC drops another 20%, 30%, or even 50%, no lender is showing up to demand they sell. That's not how their debt structure works. The maturity schedule is distant. Most of their debt doesn't come due until 2028-2030. Meaning there’s no near-term refinancing crunch, and no wall of debt maturing in the next 12 months that will force their hand. $MSTR’s total debt: roughly ~$8.24B. Current Bitcoin holdings: ~$53.26B at the time of this writing. That's a ratio of about 6.5x coverage. Even if Bitcoin dropped by 50% from here, they'd still have more than 3x their debt obligations in $BTC value. And they've taken it a step further. Strategy has set aside 2.5 years of cash runway. This covers interest payments and dividend obligations. So they do not need to sell a single satoshi to meet their financial commitments, even if $BTC trades below their cost basis for an extended period. They're not leveraged long with a liquidation price. They're a company holding an asset worth 6x their total debt, with years of runway, and no collateral agreements forcing sales. If you want to worry, come back in 2-4 years from now and re-assess.
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LP 🐡 retweetledi
Is this the bottom?
Since Apr 2024, each higher high has been followed by a ~30% dump.
That’s been the rhythm:
new ATH → 28–35% reset → next leg.
From 126k to here, we’re already in that sub 30% drawdown zone.
So if $BTC keeps respecting the last 2-3 years of structure, this area is where bottoms usually form.
Not a guarantee.
Just the pattern I'm seeing.
Higher. NFA.
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LP 🐡 retweetledi
The level of fear is extreme, and based on nothing.
1. Epstein did not control or invent Bitcoin. In fact, he owned no Bitcoin. His exposure was he did a 3MM investment into CoinBase and flipped 50% of it for 11MM.
2. The 4 year "cycle" is complete BS and based on a discredited model by Plan B.
3. Trump owns less than 0.1% of the world's Bitcoin and is barely interested in it. He owned 0 a year ago.
4. Quantum "might" be a threat 10yrs from now. But there are well known solutions. Zero immanent danger.
5. People saying there is "no buying interest" ignore IBIT had massive inflows in 2025, as did MSTR.
6. Stocks are at all time highs and we have a new low rates Fed Chair coming in in 3 months.
Your attention to this matter is appreciated.
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LP 🐡 retweetledi
this is f*cking insane and not that many people are talking about it yet
@collector_crypt did $50m in revenue for the month of january…
ive done a good amount of gacha off stream there and on magic eden (they use their platform)
obviously some haircut, but the odds for good pulls feel very very good
the collection available is also insane, getting my hands on a mew grail soon
about to be a big 2026
zkayAPE@zkayAPE
January marked a strong start for @Collector_Crypt which posted a monthly ATH of $50m in Pokemon Gacha Packs opening (reversal from November lows of $33.6m) Growth was mainly driven by the launch of $1000 Grail Pokemon Packs which accounted for 55% of total Jan spending. Expanded distribution of these new machines through channels like MagicEden also contributed to user activity, with ME accounting for 13.4% of total Gacha spending for the month. January also saw record secondary marketplace activity where a PSA 7 1999 Base Set 1st Edition Charizard was sold for $21k , representing ATH for top Pokemon cards sales transacted through CC secondary marketplace.
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LP 🐡 retweetledi
January marked a strong start for @Collector_Crypt which posted a monthly ATH of $50m in Pokemon Gacha Packs opening (reversal from November lows of $33.6m)
Growth was mainly driven by the launch of $1000 Grail Pokemon Packs which accounted for 55% of total Jan spending.
Expanded distribution of these new machines through channels like MagicEden also contributed to user activity, with ME accounting for 13.4% of total Gacha spending for the month.
January also saw record secondary marketplace activity where a PSA 7 1999 Base Set 1st Edition Charizard was sold for $21k , representing ATH for top Pokemon cards sales transacted through CC secondary marketplace.
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is anyone good at counseling/therapy? need some help
i sold this one piece card for $14,000 months ago, and now it's almost breaking 6 figures
it's eating at me everyday. im okay selling crypto things early, but this is different.
dont know if i can mentally recover from this
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