281416
NFTstats

@thepunk #281416

NFT stats and data and analysis and thoughts.
1600 Follower 252 Following
A look at how ETH and BTC traded ahead of ETF approval, and how BTC has gone on to trade after.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/475b73c3-5fa9-4067-07ce-4496cee6c200/original
More punk sales in the past 24 hours than any day in the past 6 months -- love to see it.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/5fcaa703-a991-4c0d-ef68-4a059f310200/original
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/45157ea2-7776-41d2-301a-921936b3a900/original
It was a tale of two memecoins.

PacMoon and BOME launched on the same day. BOME to $1.5bn. PAC to $12mn.

That seems to be reversing now. PAC is at a 13% ratio to BOME vs 2% on day one.

Curious to see how this evolves.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/bc0f5579-db7a-4744-be6b-dd6a68159300/original
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/0c5b02b0-8bc4-416b-1260-0559dbdbb600/original
For those of you who care about Blast and Gold - I wrote a long post (way too long) explaining my current estimate of $10.68 per gold.

https://x.com/punk9059/status/1787868874928468071
/Degen
My most recent estimate is for $12.84 Blast gold.

What I didn't mention is that there's very little chance PacMan doesn't have some plan to make us want to stake it and basically never get that money.
I've revealed the photography for my GM Photography collection.

I put a few of my favorites under the metadata "photographer's choice" so people can see 35 favorite images at once.

There are 205 total images in the collection. Have a look in the link!

https://shorturl.at/cgiY6
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/c3697aa3-349d-40b9-a9e4-e26182d0d600/original
Looks like Fantasy stopped nerfing people who reply a lot, so my reach went from 3% to 14%.

I haven't been playing myself (just own 5 cards).

Still will stick to what I've always done: tweet content I hope is useful and engage w people who are interested.

i.e. wont change anything for this game.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/21f0f3b3-bcb0-47d4-1296-dc3e729fc500/original
Thanks to everyone who bought on of my photography NFTs on Blast. Full reveal is tomorrow. Really excited about how they look on TestNet.

The unrevealed are listed at 0.54 ETH, but there's a 0.5 ETH guaranteed redemption at any point.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/4105d923-0eee-40cd-b099-3f5fe8f75700/original
Just posted this survey on X -- how does your Farcaster usage compare with a month ago -- what would you say?
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/05a9fcc3-0042-4964-8ced-528c9ed2f400/original
Launched this project on Blast with a Tweet today, and it magically minted out in 20 minutes.....

The alpha is that I came to Warpcast yesterday to tell everyone about it and offer Allowlist spots to anyone who wanted one.

The alpha is here not there.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/f749063d-2cb2-445a-d766-adc3f04b4700/original
/Degen
Pretty massive punk sale for this market.

195 ETH or $620k

First time the punk has ever sold on-chain since being claimed in 2017
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/0651c8a3-d8e4-4ced-5f78-78bcc1e64000/original
/NFT
A "Last Selfie" by XCOPY 1-of-10 sells for 277 ETH.

Definitely one of his best pieces, but that is a serious price for a 1-of-10.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/3134596f-a545-4752-f5a5-2413f5282b00/original
/Art
Two 3D punks sell for 48 and 50 ETH
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/763c0592-68ef-4b90-c6c4-b523cff4f400/original
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/9d3d94bf-7ca1-4297-0f52-1f9f3c954d00/original
Looking at these early RUNE tokens it's pretty clear that acting-like-a-12-year-old degeneracy is entirely chain agnostic.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/50e07700-c287-4634-95f5-6a4d26fcbf00/original
Two big winners in the recent Ordinal price reshuffle are Wizards and Quantum Cats.

It's not apples-to-apples because of different supply counts, but Quantum Cats are now at the highest floor price.

1) Quantum Cats: 0.46 BTC
2) OMB: 0.42 BTC
3) NodeMonkes: 0.41 BTC
4) Wizards: 0.39 BTC
5) Puppets: 0.37 BTC
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/1e29e95b-86d7-40b3-f509-5845f742bf00/original
incentivized bidding is an inefficient, unnatural and destructive incentive structure. sorry not sorry.
Both just taken from the same spot.

Look out, beautiful view.

Look down, bus and cars stuck in the flood.
https://i.imgur.com/48Mgv73.jpg
https://i.imgur.com/bTboscU.jpg
Memeland + RSIC

Let the Stakeland era begin
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/a0bd38c1-c88a-40c8-4fbf-899ecede9600/original
Watched the documentary about ProTheDoge on the flight to Dubai.

Hadn't appreciated just how much Elon on SNL was the single biggest mecca moment for $DOGE.

The event stands out like a space needle on this chart.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/e3d11285-bb64-4862-ae95-5f1a56fd9500/original
Trippy Fur BAYC sells for 38.25 ETH
Laser Eyes BAYC sells for 26.9 ETH

Floor crash + grail premium crash
https://i.imgur.com/Xgt0DGJ.png
https://i.imgur.com/6IrUP8k.png
Tripp Fur BAYC sells for 38.25 ETH
Laser Eyes BAYC sells for 26.9 ETH

Floor crash + grail premium crash
https://i.imgur.com/Xgt0DGJ.png
https://i.imgur.com/6IrUP8k.png
pretty insane funding rates right now on NFT Perp.

We do a little 824% annualized.
https://i.imgur.com/KvnqhOp.png
The current state of farming on Blur. None of this is new. But these are the only players left so it's easier to notice.
https://i.imgur.com/q4TeRhv.png
/NFT
Well, you only need the light when it's burning low

Only miss the sun when it starts to snow

Only talk about taking profits when they've gone to 0
Top-hat punk sells for 69 ETH... well below prior top-hat sales of 83+ ETH
https://i.imgur.com/PA9EheK.png
“The CryptoPunk artwork ‘Alien with Pipe,’ is poised to become as iconic as, if not more than, the Mona Lisa.”

Artudito — the buyer of the $16.4mn alien cryptopunk — recently said in an interview with NFT Now.
https://i.imgur.com/McDgN2f.jpg
Hitting up Vegas and Dubai. 10 days away from the fam 😞. We pack light.
https://i.imgur.com/CWZol1p.jpg
Milady breaks 5 ETH and Remilio hits a new all-time high near 2 ETH.
https://i.imgur.com/9zzr0Ng.png
/Degen
ya hate to see it. punks floor below 40.
https://i.imgur.com/38XoHse.png
wash-gambling is the new meta.
https://i.imgur.com/xXsNr6f.png
/Degen
The most interesting use case for Blast is apps earning like a bank: interest on deposits.

1: NFTs: Blastr

Collectors mint NFTs w the mint price fully refundable. Artist earns interest of the locked ETH/USDB

2: Casinos w no rake. Gamblers lock USDB. Casino makes money on the USDB interest but take no edge
Very cool new auction Christie's --- all four OMB colors with a range of $450k - $650k.

Current value of the floors:

orange: 0.471 BTC
green: 0.8 BTC
blue: 3.99 BTC
red: 4.69 BTC

Combines to around 10 BTC, above the high-end of the range.

And damn, hadn't seen those tank-man OMBs.
https://i.imgur.com/GjOWpxR.png
A look at the $WIF vs $PEPE chart --- $WIF clearly taking the crown this past month.
https://i.imgur.com/1fnCwsG.png
Got this dope honorary from our Node friends.

It was created long ago but today I got it in the wallet.

🫡

Nice to see the yellow and pink in all these new ways.
https://i.imgur.com/66TnTXk.png
1) Buyer buys a new NodeMonke. Tweets about it
2) MagicEden prints the sale even though buy is pending
3) Snipers see in Mempool they can get a NodeMonke for 0.59 when floor is now 0.63
4) They pay extra miner fees and snipe it
5) List it for 0.04 BTC higher, original buyer pays higher price, paying snipers a $2500 tax
https://i.imgur.com/MtvvITz.png
https://i.imgur.com/GJ4D1UR.png
Collector's Edition Murakami Drip CloneX sells for 27 ETH.

In the good ole days these sold as high as 200 ETH.

Still a nice sale given the 0.4 ETH floor for the collection.
https://i.imgur.com/J8SbedT.jpg
/NFT
Zombie cryptopunk sells for 320 ETH. Lowest Zombie punk sale since early 2021.
https://i.imgur.com/BdfzQvs.png
/NFT
Handful of big Art Blocks sales in past 24 hours

1) Fidenza: 50 ETH
2) Ringer: 30 ETH
3) Bold Squiggle: 11 ETH
4) Gazers: 6.2 ETH
https://i.imgur.com/5W8ktAd.png
https://i.imgur.com/jDbq4uR.png
So what is it about Based Punks causing it to go crazy?
It was clear talking to PacMan in NYC that more incentive for NFTs and Memecoins are coming soon. Seeing that reflected in the 🚀 PacMoon chart.
https://i.imgur.com/MzolCoT.png
Had coffee w @derekedws and he told me about Based Punks at 0.03 ETH.

Pulled out my computer and bought a few. That man is alpha.
https://i.imgur.com/WNJWF4S.png
Hey fam - I've had this account for a few days and connected a wallet which has 11,666 $DEGEN and I still can't figure out how to tell if I have any $DEGEN or tips. Any thoughts?
https://i.imgur.com/l0zacyM.png
https://i.imgur.com/1gv4Anj.png