Mathias the butcher retweetledi
Mathias the butcher
1.1K posts

Mathias the butcher
@mathiasburger12
22 yo who love web 3
Korea Katılım Nisan 2022
174 Takip Edilen163 Takipçiler

Some ppl think that Azuki isn't doing enough "web3"
I think there’s a common misconception on what we're actually building.
Azuki was built on the idea that the collectible characters belong to the holders. The NFTs are the 1st edition collectibles of this universe, the original characters of the Azuki IP. We care deeply about the art. It's why Azuki has consistently had sales well above floor for rare traits and aesthetics. Collectors are paying for what makes a specific character special.
Today we're building the TCG to take those characters mainstream, followed by the official manga to turn the characters you own into a story millions will fall in love with.
These characters started as PFPs. Today they’re used in trading cards played in tournaments. Soon they'll be in manga panels that people read on the train. They'll be loved by fans who've never owned an NFT.
That IS web3. We're just doing it our way.
The expectation is often that web3 means tokens are at the center of every product, fully onchain mechanics, experimentation at every layer, etc. That's a good fit for some projects. It's not what Azuki is.
When we decided to build a TCG, there were holders adamant it should be digital and run on tokens. Despite gaming tokens mooning at the time, we chose otherwise. We knew that the facts were that 1. TCG players hate crypto. and 2. we have a goated team that has the ability to make a physical game that can compete with the best card games on the market. The right move was to build something players actually want and let the IP carry it. I'm glad that we stayed disciplined and made that call.
That decision was specific to us given our team, our strengths, our constraints. Every team should lean into theirs. There is no single right way to do this.
Going back to constraints for a sec bc it often gets overlooked... If your target audience hates crypto, why tf would you shove it in their face? Really think about that for a sec
I've been very clear about what Azuki is and isn't. Read my pinned article. The NFTs are collectible characters and the original IP of the Azuki universe. The team is building a TCG and a manga from that IP. We work closely with the holders who've internalized this path, and that has been one of the most rewarding stretches of the journey. This path allows us to grow and proliferate the characters owned by holders with products that appeal to a mainstream audience.
Some will disagree. I respect it. It doesn't change my mind.
Azuki isn't built for everyone. It's built for the people who get it. If that's you, come join us.
Azuki

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Cultural oh wow, yepyep
Bitcoin Archive@BitcoinArchive
💥 BREAKING: 🇺🇸 New York Stock Exchange unveils new statue of Bitcoin creator Satoshi Nakamoto!
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I am genuinely confused by the price action of the last few weeks
Bitcoin Archive@BitcoinArchive
JUST IN: 🇨🇦 National Bank of Canada reveals $273 MILLION Bitcoin bet via Saylor's STRATEGY The country’s 6th largest bank now holds 1.47M $MSTR shares 🔥
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@retro_anime Soon //
x.com/Azuki/status/1…
Azuki@Azuki
Azuki × Samurai Champloo Collab Visual Kazuto Nakazawa, renowned for his iconic character designs in Samurai Champloo, joins Azuki's anime anthology production team as the character designer for Episode 2. In honor of Samurai Champloo's 20th anniversary and the upcoming release of Enter The Garden: Fractured Reflections, Nakazawa has crafted a special illustration featuring Mugen and Shao. Honoring the past. Inspiring the future.
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WHY BITCOIN AND ALTS ARE DUMPING?
THE CRYPTO MARKET HAS LOST $140 BILLION IN THE LAST 24 HOURS.
4 REASONS BEHIND THIS DUMP:
1️⃣ OG WHALE SELLING
➞ YESTERDAY, AN OG BITCOIN WHALE DEPOSITED 3000 $BTC AND STARTED SELLING.
➞ THIS ISN'T A BIG AMOUNT, BUT THE MARKETS PANICKED BECAUSE OF ONE THING.
➞ THIS WHALE STILL HOLDS $3.4 BILLION IN BTC AND COULD START SELLING HIS ENTIRE HOLDINGS.
2️⃣ RISING INFLATION
➞ YESTERDAY, NY FED INFLATION EXPECTATIONS ROSE TO ITS HIGHEST LEVEL IN 3.5 YEARS.
➞ HIGH INFLATION MEANS THE RATE CUTS PROBABILITY WILL GO LOW, WHICH IS BAD FOR RISK-ON ASSETS.
3️⃣ LEVERAGE FLUSH
➞ AFTER BTC NEW ATH, NEARLY $3 BILLION IN OPEN INTEREST WAS ADDED.
➞ THIS WAS GREEDY LONGS CHASING BITCOIN PUMPS, AND MARKET MAKERS ALWAYS FLUSH THEM.
4️⃣ GOLD AND DXY RALLY
➞ JUST LIKE THE BTC PUMP SUCKS LIQUIDITY FROM ALTS, THE GOLD PUMP IS SUCKING LIQUIDITY FROM RISK-ON ASSETS.
➞ ON TOP OF THAT, DXY IS ALSO GOING UP, WHICH IS CAUSING MORE DAMAGE TO BITCOIN AND ALTS.
WHAT WILL HAPPEN NEXT?
● THERE'S NO DOUBT THAT Q4 WILL BE BULLISH FOR BITCOIN AND ALTS.
● NONE OF THE BULLISH CATALYSTS HAVE BEEN PRICED IN, AND THERE'S NO EUPHORIA ON THE TIMELINE.
● BUT JUST LIKE 2023 AND 2024, WHALES WILL FIRST SHAKE OUT THE WEAK HANDS.
● ONCE PEOPLE START BELIEVING THERE'LL BE NO Q4 PUMP, A MASSIVE RALLY WILL START.
● I THINK THE WORST-CASE SCENARIO NOW COULD BE A FEW WEEKS OF CHOP BEFORE A REVERSAL.


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Azuki strategy hasn’t even launched and the floor shot up from 1.4 → 1.8 ETH
Azuki eco potentially having buybacks for both NFTs and $ANIME is bullish
More than all the strategy stuff i think the success of @animecom can send it 1000x
A killer app with a TAM in millions (Few)
———————————
If you don’t know much about Anime.com, here’s a quick TLDR on it:
Early traction:
→ MAUs: 320K+ (via similarweb)
→ Abstraction wallets created: 5-6M+
→ SEO: Rank 1-3 in the keyword ‘anime’
→ IP collabs: Fate Strange Fake, Gintama
→ Revenue stream: Digital blind boxes
→ Partnerships: Aniplex, Dentsu and more
Product features:
→ Anime database (tried and tested PMF)
→ Live streaming and chat (new category)
→ Customisable 3D Avatars and wearables
→ Powered by $ANIME and built onchain
→ Digital IP stickers (account abstraction)
→ Real time anime updates (new category)
Key challenges the product solves:
→ Anime discovery. TAM: 30M+ users / mo
→ Piracy streams. TAM: 360M+ users / mo
Even at this early stage, the product and traction look very strong and it’s only going to grow. Key driver: free to use w/ no ads.
Part of the revenue from Anime.com will go toward $ANIME buybacks, as shared in the last spaces. Token is core to the product.
Best part: As the product traction grows, multiple revenue streams can be plugged into it seamlessly.
Unlike 99% of crypto powered apps, the churn here isn’t driven by ponzinomics but via organic product engagement.
Key here is applying sustainable + scalable ways to feed value back into the eco, all while creating genuinely dope products.
And the buyback strategies can potentially power up the PA. Both short and long term.
Many projects have continued to take cues from Azuki’s builds and strategy over the years, and many more will follow.
But there’s only one Azuki.
These fellas are going to keep pushing the needle with innovative mechanics, IP proliferation, RNR, product and design.
PS: There’s a big anime livestream premier today on Anime.com, definitely sign up. It’s a cool way to see the product in action.
Cheers.

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@waleswoosh Anime looks so weak compare to the other
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