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bruce bond@b69ndmoon·1d

4/ What these charts tell me: cards with fixed supply — 1st ed print runs from 1999, never reprinted — don't behave so much differently from $BTC. No new supply. Only new demand. In a speculative environment where NFTs will perform well, I think these cards will keep growing together!

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bruce bond@b69ndmoon·1d

The $BTC/Pokemon ratio has been falling since 2017. Head & shoulders forming at the neckline right now. From ~200 → 10-20 is the thesis. 4 charts on why the collectibles market is quietly eating crypto's lunch:

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bruce bond@b69ndmoon·1d

NFT blue chips sector MC still under the reaccumulation range, but looks like spring is about the end — macro wave 5 igniting? If lower boundary of the range is regained, the setup looks like a classic reaccumulation before expansion. Not a lot of people track the full blue chip sector in aggregate. That's the angle IMO. $PUNKS #NFT #CrossAsset

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bruce bond@b69ndmoon·4d

Rolex Daytona wrt Gold kg price — wave 4 close to a bottom at lower boundary of the channel! Luxury watches vs physical gold. Most people wouldn't think to chart these two, but I think it's a bit like charting NFTs wrt BTC or ETH. Wave 5 target is 1-2x a kg of gold for a Daytona — sounds absurd until you look at where it's been before, with that top around 0.7-1 around 2000. $XAU running its supercycle while Rolex sits depressed in ratio terms. Could be a slow wave 5 setup over the next 10-20 years. Worth watching if you want a long term beta play of gold! #Rolex #Gold

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bruce bond@b69ndmoon·4d

@goodbrtsz Just dropped a fresh update on this: x.com/b69ndmoon/stat… Tldr: ratio still elevated, thesis alive.

6 months later, update on this thread: BTC MC: $1.60T Pokemon PSA total MC: ~$3.0B Ratio: ~500 The catalyst — tokenization rails — is finally landing. $CARDS, Phygitals, Beezie all shipping. It would be crazy but I think 10-20 level of this ratio could happen in next years.

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Z@goodbrtsz·28 Nis

@b69ndmoon Any update on this one would be greatly appreciated

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bruce bond@b69ndmoon·15 Ara

1/ Analyzing the BTC market cap in relation to the total market cap of PSA Pokemon cards (POKEMON_PSA_TOTAL_MC), we see an interesting narrative form. As we approach the 30th anniversary of Pokemon, there's a clear signal that the PSA cards market might be gearing up for a significant move. @PSAcard @Pokemon @TCGplayer @ZardCapital A thread:

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6 months later, update on this thread: BTC MC: $1.60T Pokemon PSA total MC: ~$3.0B Ratio: ~500 The catalyst — tokenization rails — is finally landing. $CARDS, Phygitals, Beezie all shipping. It would be crazy but I think 10-20 level of this ratio could happen in next years.

2/ The $BTC/pokemon_psa_total_mc chart suggests that the ratio might go back between 25-50. This aligns with the anticipation of an alt season and a risk-off environment, which could catalyze a massive influx into Pokemon cards via tokenization. The prediction here is a final extended wave of mania driven by nostalgia and renewed interest in the Pokemon franchise. This is a reconstruction of the Pokemon PSA cards market cap using data points of prices and pops of the main cards.

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bruce bond@b69ndmoon·5d

@oi_martino @barkmeta @grok I agree with u! Check out these data on omniachart.com

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Pedro Martino@oi_martino·5d

@barkmeta This information is wrong, Bark. 75 bi is the total of cards printed, not market. Think market is the same of NFTs, about 2.5 bi. @grok, can you validate me?

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Bark@barkmeta·5d

The Pokemon card market just crossed $75B. Six years ago it was under $10B. Collectibles are the best performing asset class of the last decade and most people still aren’t taking them seriously. Position accordingly.

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$ALGO wrt LTC marketcap is hovering right under reaccumulation range, ready for a jump across the creek, looks like a retest phase after long lasting spring, before real uptrend starts! Range top was 2.5, channel ceiling at 10. Whether the quantum-resistant narrative or RWA flows push it, the ratio setup is there. #Algorand #RWA

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bruce bond@b69ndmoon·5d

SOL is 1000 times much larger than $EWT in marketcap right now — and the chart looks like a top with a Wyckoff distribution structure. If this plays out, ratio heads to 100 first, then major support at 10 and then potentially toward parity long-term. Sounds unlikely. But EWT issues green energy certificates for BTC miners and is deeply related to the hottest narrative at the moment, energy. If sustainable mining comes back into the narrative, led by a bull market of BTC miners stocks like MARA, RIOT... this ratio is one to watch. #EnergyWeb #BTC

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bruce bond@b69ndmoon·29 Nis

@barkmeta Chart NFTs, collectibles, Pokemon TCGs and more all in one window on omniachart.com. U can create charts just like this one for example: x.com/b69ndmoon/stat…

Ratio Report #1 📊 BTC vs Charizard 1st Edition PSA10 — range held for over a month. 0.033–0.666 ratio boundaries. Sitting mid-range right now. Reaccumulation or distribution? Genuinely hard to call. Two completely different liquidity profiles and valuation models. Charizard 1st Ed. is ~$200M total MC. That gap matters when you read this chart. $BTC @OmniaChart #Bitcoin #Pokemon #Charizard #CollectiblesVsCrypto #CrossAsset #RatioReport #OmniaChart

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Bark@barkmeta·28 Nis

This is insane… Pokemon card volume is going vertical right now. This is extremely bullish for NFTs… Same collectable niche. Better tech. No fakes. No shipping. When retail wakes up, the NFT market will explode overnight. Position accordingly.

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bruce bond@b69ndmoon·29 Nis

@vangoyaa Or if u want u can also chart $BTC vs $CHARIZARD on the same view: x.com/b69ndmoon/stat… always on omniachart.com

Ratio Report #1 📊 BTC vs Charizard 1st Edition PSA10 — range held for over a month. 0.033–0.666 ratio boundaries. Sitting mid-range right now. Reaccumulation or distribution? Genuinely hard to call. Two completely different liquidity profiles and valuation models. Charizard 1st Ed. is ~$200M total MC. That gap matters when you read this chart. $BTC @OmniaChart #Bitcoin #Pokemon #Charizard #CollectiblesVsCrypto #CrossAsset #RatioReport #OmniaChart

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vangoya@vangoyaa·28 Nis

In 1999, this Pokémon card came out of a $3.29 pack. 27 years later, the same card sells for around $1,000,000. NFTs will have the exact same trajectory, and it won’t take 27 years.

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bruce bond@b69ndmoon·29 Nis

@vangoyaa U can chart NFTs on app.omniachart.com : x.com/b69ndmoon/stat… x.com/b69ndmoon/stat…

CryptoPunks still have a 10x edge over Pudgy Penguins — but the gap is closing. Pudgy/Punks MC ratio: bottomed at 0.01x in 2022. Found a higher structural low at 0.1x. Now bouncing strongly off that level — wave 5 of a multi-year structure per the chart. Parity isn't guaranteed. But the higher low is real. $PENGU @pudaborgypenguins @cryptopunksbot @OmniaChart #PudgyPenguins #CryptoPunks #NFT #NFTMarket #CryptoCollectibles #Web3 #OmniaChart

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bruce bond@b69ndmoon·29 Nis

Chart this and many more $RDD ratios on app.omniachart.com @OmniaChart

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bruce bond@b69ndmoon·14 Ağu

For deeper context, this builds on the first $RDD thread: x.com/b69ndmoon/stat… The structure has been forming for a while.

The Spring phase hit in December 2023 — right after the Bittrex shutdown, with massive sell pressure and capitulation. Since then: 📉 Range-bound price structure, likely a LPS (Last Point of Support) 📈 Low but steady volume 📊 Bottoming patterns also visible vs BTC, ETH, and other pairs (charts below) 🪙 Still trading on exchanges: XeggeX, nonkyc, TradeOgre, StakeCube

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bruce bond@b69ndmoon·14 Ağu

$RDD / $LTC marketcap ratio, considering FDV $LTC marketcap, is displaying a classical Wyckoff accumulation — right at the bottom of the ratio, around the 0.0001 value. I believe we went through a slow Spring phase from Jan 2024 until end of Apr 2025, and completed the retest phase over the past 3 months. We’re now in the Jump Across the Creek phase, from where Reddcoin should start gaining more momentum — hopefully leading to the breakout from the accumulation range.

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bruce bond@b69ndmoon·29 Nis

Chart this ratio on app.omniachart.com @OmniaChart

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bruce bond@b69ndmoon·14 Ağu

Even though I think $ETH is going to outperform $LTC for a couple more months, I believe we’re close to an inversion, right after this last Spring phase. I think patience and diamond hands will eventually favor those believing in the macro view — first for Reddcoin $RDD, then for Litecoin $LTC. @reddcoin

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bruce bond@b69ndmoon·29 Nis

Chart this ratio on app.omniachart.com @OmniaChart

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bruce bond@b69ndmoon·14 Ağu

The $RDD / $LTC ratio matters not just technically, but historically — Reddcoin was originally built from Litecoin’s codebase (not a fork). Tracking this pair is like watching a long-lost cousin re-emerge. 👀🔁

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bruce bond@b69ndmoon·28 Nis

20 privacy coins. Total sector MC held $10B through the worst of the cycle — and is now forming a massive bullish pennant. Reaccumulated above $10B since 2022. Top in 2018 was around $100B. If this pennant resolves up, next technical target is $100B and potentially $1T — wave 3 scenario. Privacy narrative tends to perform well when macro gets uncomfortable, which is without doubt the current moment. The chart is at the exact setup. $XMR #Privacy

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bruce bond@b69ndmoon·28 Nis

Charizard total market cap vs $AMD — 9 years of accumulation. Something is loading. Every version, every set, every major graded and raw card summed to have an estimate of the character's marketcap. The ratio has sat in this range since 2016. An exit from here would be the first structural break since before even the NFT cycle in 2021. Not a lot of people chart Pokemon cards, i like to see macro cycles trends unfolding, rotations across narratives.. that's why I think it's important comparing performances across different and unrelated asset classes, especially wrt to best performing assets, like in this case AMD stock, or in other charts as I did with NVDA. $CHARIZARD #NFT #Collectibles #PokemonCards

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