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Ray ⛩
51.6K posts
Ray ⛩
@f10wer
"They say the devil's water, it ain't so sweet You don't have to drink right now But you can dip your feet Every once in a little while"
Taiwan Katılım Mart 2009
2.4K Takip Edilen4.6K Takipçiler
One more reason to collect Elementals 😂⛩️
OpenAI Developers@OpenAIDevs
Show us the Codex pets you hatched. Use /hatch to create your own Codex pet. We’ll pick 10 favorites to get 30 days of ChatGPT Pro.
English
Ray ⛩ retweetledi
I feel like this is especially true for PFP projects.
BAYC, Azuki, Chimpers, Pudgy etc are pretty different from last cycle now. They’ve actually made progress on the IP side, and the floors are starting to reflect that.
Now it’s just a question of whether capital comes into collect the pure art stuff too, like Fidenza, 6529, etc.
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actually absolutely insane setup for NFTs...
- 4 year+ price/holder consolidation
- Massive collectibles boom in physicals
- DeFi losing trust
People talking about macro, needing liquidity events, etc. blah blah
Pokemon is up 1000%+. Capital will rotate from the 99.93% (real statistic) part of the crypto market cap that is not NFTs.
What an unreal time to be alive.
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My watch collection going to good use (for once)
TCG is the new luxury
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Exactly Loki the bird, buying two more clean one, thanks for reminding me it's digital collectible and the alignment is in the ip,
Azuki
LoKi 😈@lokithebird
Zagabond: “the alignment is in the IP” and “it’s simple, if you don’t like the collectibles, don’t buy the collectibles” This is tricky. 🤔 If the alignment is only in the IP, then there’s no real alignment at all. At that point, you’re no different from any Web2 IP. And that becomes a problem, because now I’m comparing you to giants like Pokémon or One Piece, and your NFT prices start to make far less sense. There’s a clear distinction between the NFT superfan model and pure digital collectibles, especially when it comes to justifying premium prices. If you’re an emerging brand, why would I value your ‘pure digital collectibles’ the same as an established brand? Without alignment, we’re back to the same question NFT holders have asked for the last 3 years: why am I holding at these prices? I’d rather sell and buy 10 boxes of Azuki TCGs.😶🌫️ And beyond that, you’re giving up a lot of the growth advantages that come from a strong superfan alignment strategy. TLDR I like Azuki, but I’ve reduced my exposure to its “pure digital collectibles” because the current prices don’t make sense to me.
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Five years in.
We are marking the moment with Scandinavian Tobacco Group.
Limited edition.
Details soon.
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