Crypto has been a hobby for me since 2011. This account specializes in that space writ large. Bitcoin, alt L1s, venture, NFTs, microcaps, art, degen plays and beyond. This is a venue for me to share my latest unfiltered enthusiasms with you all. Thanks for following.
Thrilled to mint
#QQL
#110
. The striking 4 way symmetry recalls the stone tsukubai at Ryōan-ji, while the wave crest evokes Hokusai's famous woodblock print of the Great Wave off the Coast of Kanagawa.
Thank you
@cnfsdcollector
for the seed.
Ware tada taru wo shiru.
Official NationFi Power Rankings: 5-6-24
Token of the day: $PALESTINE
A new Palestine token surged to $4M mcap with a strong narrative on humanitarian donations.
$USA dominant, despite price softening. Great opportunity to Buy American.
$FRA showed strength and narrative
Official NationFi Power Rankings
Cinco de Mayo edition
S- $USA
A- $CHINA, $FRA, $KOREA, $UAE, $ARG, $PROTUGAL
B- $JAPAN, $SAUDI, $GER, $ESP, $INDIA, $HK
...
The original buyer didn't pay a high enough fee and the tx got dropped after 6 hours.
So I bought the golden badger grail instead. Two nice pick-ups today.
Presenting my evolving collection of
@bganpunks
.
My goal is to assemble the finest set in existence.
If you are looking for your first BGAN PFP, building a collection, or have a BGAN to add and want liquidity, please reach out. Always open to proposals.
Official NationFi Power Rankings: 5-7-24
Token of the day: $ARG
First came the Elon tweet "I recommend investing in Argentina." Then the follow-on by bokcoin.sol, which together catapulted the price 10x from yesterday. All eyes on $ARG.
$USA rattling sabers and fending off
Just picked up two Bastard Gan Punks V2 full hoodies to complement my other two. Going to share some quick thoughts on the rationale for these purchases below.
Celebrating a big life milestone tonight. Decided to burn my last
#QQL
mint pass on a killer semi-glitchy flow field seed by
@LoveMeARomCom
. Just gorgeous.
@cryptoflencer
@SolareumProject
The rev share is key. Many bots on many chains launching rev share "soonish". Solareum rev share is already getting paid out. Currently its paying >3% FDV /wk from real usage fees, not a tax farm.
Finally managed to cop a BGAN Punk V1, the prototype collection for the more popular
@bganpunks
V2. Only 74 V1s were minted and I consider this one to be in the top 10 of aesthetics for the whole collection. New PFP for a bit.
Thanks
@shroom_daddy
!
Countries have several advantages as memes:
They are limited in number, persistent, non-fungible, and come with in-built native communities with high stickiness.
As capital rotates between sectors and metas, it will accrete to country tokens in waves.
#NationFi
NationFi Official Power Rankings 5-8-24: Black Wednesday
Washout across the board as attention rotated to fruits and 100 variations of fuzzy animals. Traitors.
Token of the Day: $USA
As goes America, so goes the world. Over 50% off the peak. Sad. Executive branch policy on
Offical NationFi Power Rankings: 5-9-24
Token of the Day: $USA
The $USA administration gave away the Louisiana purchase for a bag of cheetos. Claimed it was a $205k OTC deal for 100B tokens that ended up going to a TG impersonator that market dumped for $385k of SOL 🤔. Not
Countries have several advantages as memes:
They are limited in number, persistent, non-fungible, and come with in-built native communities with high stickiness.
As capital rotates between sectors and metas, it will accrete to country tokens in waves.
#NationFi
My highest conviction meme play on an R/R basis right now is $RBT. + 80% off the bottom, but -90% off the peak.
It’s the $WIF deployer’s main project, team is pro, 120+ original frok art stickers, burn to mint NFT series launching, under $2M mcap. Do the EV math.
I circled the moment this guy is talking about (log scale).
Every few months people rediscover that wif and rbt were made a few days apart by the same dev.
People are rediscovering, again.
With Bastard GAN Punks getting some love again, I want to bring your attention to a token, $GLIX, related to the bgan ecosystem.
This is a utility token that can be burnt to receive mints of new projects by the bgan dev,
@berkozdemir
.
Metropolis by
@mpkoz
#356
&
#779
. Vermeer palette, Mexico City.
Cannot believe this project is currently trading hands for less than the price of an official token-gated
@avant_arte
print! I have total conviction that market is wrong. Happy to accumulate an infinite amount at
Three days ago, an innovative Web3 display advertising marketplace launched at .
Porkmarket was developed by Oink Labs, and uses $PORK as a utility currency in the marketplace.
As a fair-launched free mint, it sold out in 3 hours.
Metropolis
#144
&
#860
by
@mpkoz
. Animation palette. Diptych minted IRL by myself
@brtmoments
in Venice, CA.
The art gradients pair so nicely with the sunrise gradients on the adjacent windows.
Oh cool one of my 200 AVAX bids on
@smoljoesdao
got hit. Kinda a floor smol Joe, but wanted to get a foot in the door without grossly overpaying. Have a bunch of other bids at 200 and refilled the wallet so maybe I'll pick up a spare.
Made two big
@bganpunks
investments today. Both absolute grails from
@snooplion21
's collection.
One of the most unique Ape Zombies, with a smoke & cig. And, the single best example of the ultra-rare (6 total exist) 3D hearts trait. Clean red!
$MILEI Token making a comeback...
Long term hold for me. No Tax. LP locked for Milei's full presidential term thru 2027. Team has worked hard during the post-inauguration attention dip. Active TG. <200k FDV.
ca:0x1a11Ea9d61588D756D9f1014c3Cf0D226aEdd279
Are you still fading the meme that has onboarded the tired, poor, huddled masses yearning to breathe free for the last 250 years and made them rich AF?
$1,776MM remains the target.
🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸
Grabbed these two fellas in the
@AlphaShares
marketplace genesis auction. Next tier, Ronin, is likely to be the best value, in terms of yield/price. I bid on them all.
Just used my entire allocation of rJOE I've been earning the past month to buy into the
@steakhut_fi
launch on
@traderjoe_xyz
. Currently have 5% of the $STEAK alloc.
Pretty happy with my JOE staking strategy, going to where people weren't (everyone is in veJOE and sJOE).
How did SBF fool the most sophisticated investors?
He was final boss-level privileged. Impeccable pedigree, Stanford Prof parents, MIT star, intellectually potent, adept at reflecting the language of finance and crypto, One of Us. But, no integrity.
A failure of social proof
There is a lot of beautiful and innovative generative art in the NFT space, but little in the PFP niche. A glorious exception is the
@bganpunks
. Creative process and diverse results.
I'm taking advantage of the bear market to expand my collection.
15E offer by
@notsofast
for an unlisted clean Heart Glasses
@bganpunks
hoodie. Will the bid get hit?
My bet is that a sale is eventually negotiated at 23.5E.
Currently holding 33 different
#NationFi
country tokens, most of which will underperform the sector.
Yet, I'm not cutting laggards, even if TG quiet and team weak.
It seems hard to displace an established country token, due to new token rug risk, pumpfun dynamics, and larger
YES.
@bganpunks
HYPE AF floor over 1E now thanks to
@FloorDAO
. They are my favorite collection and I love the animated ones. Maybe NFTs are the countertrade to crypto tokens in a bear market?
Another one of my collection.
Snagged another Drip Drop by
@dave_krugman
. Up to 36 drips now. High conviction these outperform the NFT market due to the quality and diversity of the art and the innovative, quantitative approach.
One of a handful of coveted Turtle Portals.
Thanksgiving is coming, so I'm dropping a short alpha thread on collecting Drip Drop by
@dave_krugman
.
This is my largest digital art collection. Although I'm the largest holder, I continue to add additional pieces of it when I believe they are underpriced (like now).
It can be hard to stay in a coin when the market doesn't see the value, even though you see the devs continuously shipping innovative products.
But sometimes it just takes time for the information to filter into the market. Trust your judgement.
Trust John $PORK.
GM: Gud Market
Summary:
Spot $AVAX was the big winner yesterday, while Bitcoin and other L1s stagnated. Memes continue to explode horizontally, with value consolidation in the top names $COQ & $BONK. The rest was a mixed bag of testing metas, mostly unprofitably.
Memes:
AVAX
-
Beta testing the new
@brtmoments
app on my
@SamsungTV
. Now we can visualize the brush strokes of Metropolis by
@mpkoz
instead of simply the finished product.
Already more polished and easier to use than Art Mode on The Frame. Don’t sleep on this team and the associated artists!
Ribbit $RBT remains the best risk/reward on SOL.
Tons of original art.
Super active telegram.
Whales all chad holders.
Rabid spanish speaking community.
>13k holders & $8M organic mcap pre-cex.
The ONLY memecoin in the world with custom Bit Vipers.
Respectfully declined a profitable offer on
#QQL
117 today and bought another mint pass.
The value of the mints and the passes are inextricably linked. The price of both should rise in concert as the future of the collection becomes supply constrained.