waleswoosh
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It's fun to look back at all the people who started around the same time as me and what they are doing now.
Some have made life-changing money and retired.
Some blew all the money they made and went back to their 9-5 job.
Some became top traders.
Some are now top creators.
Some became builders or now work with the best brands in the industry.
Some ruined their reputations or became scammers.
Most of the time the difference between all their journeys were just small decisions they made along the way that, over time, got them to where they are today
Some have made life-changing money and retired.
Some blew all the money they made and went back to their 9-5 job.
Some became top traders.
Some are now top creators.
Some became builders or now work with the best brands in the industry.
Some ruined their reputations or became scammers.
Most of the time the difference between all their journeys were just small decisions they made along the way that, over time, got them to where they are today
Only one of the two images can be true.
Which one is it?
In terms of attention and hopium/expectations, I think it's impossible to beat loud*o.
70% mindshare will never be achieved again by a similar InfoFi product.
From an idea, tech and launch perspective, I think what @useBackroom and Seedify are doing is also interesting.
Both took the Initial Attention Offering (IAO) concept and embedded it into what they're doing.
The only question is whether that’s enough to generate interest beyond the leaderboard accounts waiting dump (especially long term).
The problem for loud*o was that 99% of CT lost interest as soon as the leaderboard incentives ended, the only people who kept talking about it were those fighting for the top 25 (week 1 fee share), and with diminishing returns that becomes significantly less interesting for them as well.
Gonna be interesting to see how the other two play out this week, I'm sidelined on both (ready to fud your bags)
Which one is it?
In terms of attention and hopium/expectations, I think it's impossible to beat loud*o.
70% mindshare will never be achieved again by a similar InfoFi product.
From an idea, tech and launch perspective, I think what @useBackroom and Seedify are doing is also interesting.
Both took the Initial Attention Offering (IAO) concept and embedded it into what they're doing.
The only question is whether that’s enough to generate interest beyond the leaderboard accounts waiting dump (especially long term).
The problem for loud*o was that 99% of CT lost interest as soon as the leaderboard incentives ended, the only people who kept talking about it were those fighting for the top 25 (week 1 fee share), and with diminishing returns that becomes significantly less interesting for them as well.
Gonna be interesting to see how the other two play out this week, I'm sidelined on both (ready to fud your bags)
I had quite a few meetings with established Web2 brands last week.
Entertainment companies in particular are looking to expand into Web3 this year.
Wether it's about integrating blockchain elements into the way they engage with their existing fan base or taking more control of their ecosystem economy with a token launch.
Gonna be fun to see how this plays out.
Web3 native companies have a lot of goodwill within CT and the core crypto audience, which is essential for the successful launch of any crypto product.
Web2 companies have a huge audience they can tap into, tons of retail users, expanding beyond the hot potato game within core CT.
The lines will continue to blur this year as many Web3 IPs expand their content heavily into Web2 (Pudgy Penguins, Azuki, Claynosaurz etc).
While Web2 companies make a push into crypto with their existing name recognition, fan base and with a lot of capital/connections.
Good time to be active in this industry
Entertainment companies in particular are looking to expand into Web3 this year.
Wether it's about integrating blockchain elements into the way they engage with their existing fan base or taking more control of their ecosystem economy with a token launch.
Gonna be fun to see how this plays out.
Web3 native companies have a lot of goodwill within CT and the core crypto audience, which is essential for the successful launch of any crypto product.
Web2 companies have a huge audience they can tap into, tons of retail users, expanding beyond the hot potato game within core CT.
The lines will continue to blur this year as many Web3 IPs expand their content heavily into Web2 (Pudgy Penguins, Azuki, Claynosaurz etc).
While Web2 companies make a push into crypto with their existing name recognition, fan base and with a lot of capital/connections.
Good time to be active in this industry
Can someone explain to me the lore behind "Larvva Lads" and "PNUKS" that did the most volume out of all NFT projects today?
Don’t say it’s the art or I will block you
Don’t say it’s the art or I will block you
JUST IN: Azuki teases Telegram sticker pack.
TON ecosystem is really cooking lately, tons of projects are expanding to Telegram.
And Telegram gifts are also doing super well on secondary
TON ecosystem is really cooking lately, tons of projects are expanding to Telegram.
And Telegram gifts are also doing super well on secondary
The Solana ecosystem is cooking again.
Strong comeback for infrastructure, application revenue for Raydium reached a local high in May, $12.69M USD in revenue.
Volume is up 35% to $46B USD.
Cross-chain Solana is a main driver for the rise in application revenue in broader crypto, with a significant increase compared to March and April.
Also means more value is driven back to the respective tokens, Raydium for example did $4.7M USD in $RAY buybacks in May
Strong comeback for infrastructure, application revenue for Raydium reached a local high in May, $12.69M USD in revenue.
Volume is up 35% to $46B USD.
Cross-chain Solana is a main driver for the rise in application revenue in broader crypto, with a significant increase compared to March and April.
Also means more value is driven back to the respective tokens, Raydium for example did $4.7M USD in $RAY buybacks in May
Ummm is Amazon still exploring launching the NFT marketplace that they promised us 2 years ago?
Asking for a friend
Asking for a friend
Current look at Kaito Genesis NFTs and $KAITO.
Couple reasons for this imo:
1) General market sentiment.
2) People unstaked their tokens to take profit after $KAITO reached a local high of $2.30 USD two weeks ago (5-day cool down after unstaking).
3) Loudio as a big event that was seen as a "top signal" by some.
4) Recent ecosystem airdrop claims were low (Skate allocation was almost not worth claiming).
I'm still bullish and looking to buy more if we see NFTs at 1.5 ETH and $KAITO closer to $1.10 USD.
Kaito Capital and revamp of Kaito Connect were teased and could launch soon.
Ecosystem allocations still at a high.
I don’t think InfoFi has seen the top yet.
Thoughts?
Couple reasons for this imo:
1) General market sentiment.
2) People unstaked their tokens to take profit after $KAITO reached a local high of $2.30 USD two weeks ago (5-day cool down after unstaking).
3) Loudio as a big event that was seen as a "top signal" by some.
4) Recent ecosystem airdrop claims were low (Skate allocation was almost not worth claiming).
I'm still bullish and looking to buy more if we see NFTs at 1.5 ETH and $KAITO closer to $1.10 USD.
Kaito Capital and revamp of Kaito Connect were teased and could launch soon.
Ecosystem allocations still at a high.
I don’t think InfoFi has seen the top yet.
Thoughts?
Crypto-native IPs are already reaching mainstream.
Pudgy Penguins announced a partnership with NASCAR and Lufthansa this week alone.
Azuki and $ANIME will be at Anime Expo next month.
What happens next?
Pudgy Penguins announced a partnership with NASCAR and Lufthansa this week alone.
Azuki and $ANIME will be at Anime Expo next month.
What happens next?
We are currently seeing a trend in NFTs towards more lending transactions, especially for grails.
A ton of CryptoPunks (worth over $30M USD total), Pudgy Penguins, Bored Apes and other bluechip NFTs are currently on loans via the three major NFT lending platforms: NFTfi, Blend (Blur's "buy now pay later"), and Gondi.
The left-facing (and top rarity) Pudgy Penguin was out on a loan before the 200 ETH sale.
The last Azuki Spirit sale was three months ago, but several Spirits are currently on loan on NFTfi.
And that’s only pfp projects, NFT art has been heavily relying on loans for a long time now.
NFT lending tends to have a different audience than the normal NFT marketplaces, more collectors, and the majority of the volume seems to be driven by a smaller group of whales and power users.
NFT floor prices of major collections have been pretty flat lately, real money is made increasingly not in trading but in lending (APR can be really juicy if you understand NFTs well and can manage the risk).
Makes sense to keep an eye on this if you’re in NFTs imo, NFTfi released a dashboard/aggregator that aggregates the entire lending market (all loans across platforms, top users etc), good way to get an overview
A ton of CryptoPunks (worth over $30M USD total), Pudgy Penguins, Bored Apes and other bluechip NFTs are currently on loans via the three major NFT lending platforms: NFTfi, Blend (Blur's "buy now pay later"), and Gondi.
The left-facing (and top rarity) Pudgy Penguin was out on a loan before the 200 ETH sale.
The last Azuki Spirit sale was three months ago, but several Spirits are currently on loan on NFTfi.
And that’s only pfp projects, NFT art has been heavily relying on loans for a long time now.
NFT lending tends to have a different audience than the normal NFT marketplaces, more collectors, and the majority of the volume seems to be driven by a smaller group of whales and power users.
NFT floor prices of major collections have been pretty flat lately, real money is made increasingly not in trading but in lending (APR can be really juicy if you understand NFTs well and can manage the risk).
Makes sense to keep an eye on this if you’re in NFTs imo, NFTfi released a dashboard/aggregator that aggregates the entire lending market (all loans across platforms, top users etc), good way to get an overview
People are still sleeping on OpenSea Voyages, the easiest way to farm XP (and the airdrop) with little capital.
Current voyages expire in 5 hours.
Six voyages that can be completed now in less than 10 minutes:
1) Make a token swap on OpenSea for at least $10 USD.
2) Buy an Art NFT for $5+ USD.
3) Buy a Solana token for at least $10 USD.
4) Do a cross-chain swap (for example swap SOL to $KAITO) for $5 USD or more.
5) Purchase an NFT token from a verified collection (blue checkmark next to the collection name) for at least $5 USD.
6) Buy an NFT token, for example $ANIME, $KAITO, $MOCA or $PENGU ($10+ USD).
It's pretty intuitive, if you go to the "rewards" tab, OpenSea will guide you through the process and send you to the right pages.
Worth completing imo
Current voyages expire in 5 hours.
Six voyages that can be completed now in less than 10 minutes:
1) Make a token swap on OpenSea for at least $10 USD.
2) Buy an Art NFT for $5+ USD.
3) Buy a Solana token for at least $10 USD.
4) Do a cross-chain swap (for example swap SOL to $KAITO) for $5 USD or more.
5) Purchase an NFT token from a verified collection (blue checkmark next to the collection name) for at least $5 USD.
6) Buy an NFT token, for example $ANIME, $KAITO, $MOCA or $PENGU ($10+ USD).
It's pretty intuitive, if you go to the "rewards" tab, OpenSea will guide you through the process and send you to the right pages.
Worth completing imo
Amazing time in crypto right now tbh, you can "make it" in dozens of different verticals.
People are posting their InfoFi wins.
People are printing with Virtuals launches.
People are up 10x on their NFT mints.
People participating in high-potential ICOs (IAOs are cooking as well for the broader community).
People are up big on their conviction bets (such as $HYPE etc).
There is literally something for everyone
People are posting their InfoFi wins.
People are printing with Virtuals launches.
People are up 10x on their NFT mints.
People participating in high-potential ICOs (IAOs are cooking as well for the broader community).
People are up big on their conviction bets (such as $HYPE etc).
There is literally something for everyone
Curious to see if sentiment on Ethos reflects performance of chains/tokens this year.
So far:
7) Somnia: 15% bullish
6) Monad: 18% bullish.
5) Abstract: 79% bullish.
4) Fantasy Top: 87% bullish
3) Infinex: 88% bullish.
2) MegaETH: 90% bullish.
1) Ethos: 97% bullish.
Thoughts?
So far:
7) Somnia: 15% bullish
6) Monad: 18% bullish.
5) Abstract: 79% bullish.
4) Fantasy Top: 87% bullish
3) Infinex: 88% bullish.
2) MegaETH: 90% bullish.
1) Ethos: 97% bullish.
Thoughts?
Total crypto market cap looks good here
InfoFi profileration continues.
We've seen with Initial Attention Offerings how this can be done for fungible coins and TGEs.
But I'm pretty sure it will be used in other sectors as well.
KAZE is currently doing this with their NFT WL process.
The number of NFTs one can mint is determined by various InfoFi variables that indicate connections to the project, for example engagement with the project on X, posts, loyalty, wallet activity etc.
Community curation has always been a big concern for NFT projects, in the past it's been done with applications (y00ts, we've also seen it with AVAX memecoins like $BLUB).
But this is flawed by definition, subject to corruption/favorism, and hardly scalable.
InfoFi can improve the process here by making it more metric and data-driven.
Excited to see how the friends at @KazeCreations do this and if we see an impact on post-mint activity and the long-term holder landscape.
If we do, then I think this model will catch on.
Projects: Want long-term aligned holders.
CT: Wants WLs and access to projects
We've seen with Initial Attention Offerings how this can be done for fungible coins and TGEs.
But I'm pretty sure it will be used in other sectors as well.
KAZE is currently doing this with their NFT WL process.
The number of NFTs one can mint is determined by various InfoFi variables that indicate connections to the project, for example engagement with the project on X, posts, loyalty, wallet activity etc.
Community curation has always been a big concern for NFT projects, in the past it's been done with applications (y00ts, we've also seen it with AVAX memecoins like $BLUB).
But this is flawed by definition, subject to corruption/favorism, and hardly scalable.
InfoFi can improve the process here by making it more metric and data-driven.
Excited to see how the friends at @KazeCreations do this and if we see an impact on post-mint activity and the long-term holder landscape.
If we do, then I think this model will catch on.
Projects: Want long-term aligned holders.
CT: Wants WLs and access to projects
InfoFi profileration continues.
We've seen with Initial Attention Offerings how this can be done for fungible coins and TGEs.
But I'm pretty sure it will be used in other sectors as well.
KAZE is currently doing this with their NFT WL process.
The number of NFTs one can mint is determined by various InfoFi variables that indicate connections to the project, for example engagement with the project on X, posts, loyalty, wallet activity etc.
Community curation has always been a big concern for NFT projects, in the past it's been done with applications (y00ts, we've also seen it with AVAX memecoins like $BLUB).
But this is flawed by definition, subject to corruption/favorism, and hardly scalable.
InfoFi can improve the process here by making it more metric and data-driven.
Excited to see how the friends at @KazeCreations do this and if we see an impact on post-mint activity and the long-term holder landscape.
If we do, then I think this model will catch on.
Projects: Want long-term aligned holders.
CT: Wants WLs and access to projects
We've seen with Initial Attention Offerings how this can be done for fungible coins and TGEs.
But I'm pretty sure it will be used in other sectors as well.
KAZE is currently doing this with their NFT WL process.
The number of NFTs one can mint is determined by various InfoFi variables that indicate connections to the project, for example engagement with the project on X, posts, loyalty, wallet activity etc.
Community curation has always been a big concern for NFT projects, in the past it's been done with applications (y00ts, we've also seen it with AVAX memecoins like $BLUB).
But this is flawed by definition, subject to corruption/favorism, and hardly scalable.
InfoFi can improve the process here by making it more metric and data-driven.
Excited to see how the friends at @KazeCreations do this and if we see an impact on post-mint activity and the long-term holder landscape.
If we do, then I think this model will catch on.
Projects: Want long-term aligned holders.
CT: Wants WLs and access to projects
Impressive how Pumpfun, Opensea and Abstract are consistently in the top 20 of the pre-TGE arena even without Kaito Earn leaderboards
I'm also excited about all the new projects that adopt the attention model that loudio pioneered.
But my advice would be to be careful when getting involved with most of them.
Remember $AICC back in the day?
It was an AI presale on daosdotfun that reached a market cap of over $100M USD, presalers made five to six figures and 99% of the timeline missed out.
The people who got in and sold their allo received a tremendous amount of hate, but that’s not the point.
The point is, someone then launched PartnersDAO, farmed the entire timeline for weeks, people had to add "🧩" to their profile name and stuff.
They then launched with an extremely low allocation for presalers and the ROI was laughably low.
Don’t get farmed.
That's not to say we won't get another winner, but most of them are vaporware copycats
But my advice would be to be careful when getting involved with most of them.
Remember $AICC back in the day?
It was an AI presale on daosdotfun that reached a market cap of over $100M USD, presalers made five to six figures and 99% of the timeline missed out.
The people who got in and sold their allo received a tremendous amount of hate, but that’s not the point.
The point is, someone then launched PartnersDAO, farmed the entire timeline for weeks, people had to add "🧩" to their profile name and stuff.
They then launched with an extremely low allocation for presalers and the ROI was laughably low.
Don’t get farmed.
That's not to say we won't get another winner, but most of them are vaporware copycats
Three months ago, I posted about Telegram Gifts (TON NFTs).
Since then, Plush Pepes did an 8x from $1.5k to $12k USD floor price, flipping many major traditional NFT collections.
The original mint price was $30 USD.
Still opportunities in NFTs if you know where to look
Since then, Plush Pepes did an 8x from $1.5k to $12k USD floor price, flipping many major traditional NFT collections.
The original mint price was $30 USD.
Still opportunities in NFTs if you know where to look
Impressive comeback of $ANIME:
- Up 60% in the last 30 days while many other tokens have struggled.
- Top spot volume on South Korea's top exchange Upbit (more than the next three combined).
People may be positioning themselves for the next couple weeks:
1) Azuki and Animecoin will be at Anime Expo in Los Angeles in early July.
2) Zagabond teased the "biggest Azuki initiative yet".
I've been DCA-ing in March and April, bottom was around $0.013 USD.
Comfy
- Up 60% in the last 30 days while many other tokens have struggled.
- Top spot volume on South Korea's top exchange Upbit (more than the next three combined).
People may be positioning themselves for the next couple weeks:
1) Azuki and Animecoin will be at Anime Expo in Los Angeles in early July.
2) Zagabond teased the "biggest Azuki initiative yet".
I've been DCA-ing in March and April, bottom was around $0.013 USD.
Comfy
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