1/24/2022 – Morning Briefing
My unsolicitied and not financial advice is: “Just Say Fuck It!” Enjoy life as you can and don’t sell for a loss. Ride it to zero or ride it to riches.Thanks for all the great suggestions. I’m just getting over a touch of Covid but will explore them all in due time. Keep them coming! If I’ve missed anything or you would like to see something else covered – reach out to me via DMs on Twitter (@vagobond) or in the Vagobond Discord at https://discord.gg/2nBRJJvyeR.
(Today’s cover art is by Pokemon Dundee: from his Stealth Art Collection)
* – Adidas (into the metaverse) getting ready for first partner drop. Adidas-Prada waitlist is now open at https://www.adidas.com/prada-nft
* – Pixel Vault is melting down over Beanie-gate. In my opinion, it’s just an opportunity to buy key assets at lower prices. DYOR, but honestly – fudding a good project because Beanie is a major investor (or even founder) is pretty hypocritical in a space that is largely built on scams and lies. If Beanie were a sex offender, I could understand the drama, but in our ultra-capitalist society every fortune has been built on a scam. I don’t think what he did was even illegal. Unethical? Look at the founding of JP Morgan. Beanie is the new John McAfee.
* – Ouch. Million dollar BAYC are being sold for old listing prices of a few thousand because people didn’t want to pay $100 to cancel their listings. Ethereum is a bitch and demands her fees. Don’t expect her to not bite you if you try to slide by.
* – The great reckoning continues with equities and crypto markets getting pummeled. When will car and real estate prices become reasonable though?
* Over the weekend, I minted several of the books I’ve written on PageDao’s ‘ReadMe Books’ minter. Total quantities are in either 10 or 25 total. You can read the books for free on OpenSea but if you’d like to own and collect them,they are priced cheaply and almost gasless on Matic.
You can find my NFT buying methodology and more on the NFT 101 page on Vagobond.com
Pixelglyphs – P2E game, ships, innovative and fun community.
Doctor Who, Worlds Apart P2E Game and NFT Marketplace – Founders Token sale continues (part 3 is well under way), tokens $1000 each. Gameplay continues in Beta among founders only. https://doctorwho-worldsapart.com/r/2909/
Influence Asteroids – https://discord.gg/Y3UsdRXvMQ Everything about the game:https://wiki.influenceth.io/en/community/content-creators
Nifty League Degens – Games, avatars, comics, $NFTL
One Day Bae – This is my favorite project. It vibes with me just right.
Raini Lords of Light – p2e game. Rumor has it that the beta game will launch in a few weeks. Already has great cross chain assets, card staking, and more. https://discord.gg/2TbrB7mk5F
Danger Islands / Lazer Defi – $xBMF token live and can earn by owning Lazer Soda, Bloot, or BlootMF. One of my favorite projects. Danger Islands game and land sale coming in 8 days. https://discord.gg/FksWeDWFxe
Mighty Manateez – $ALGAE, comic, and helping save endangered Manatees.https://twitter.com/MightyManateez/status/1485605237901885445
World of Cryptoids. – Interesting game and concept.
Cat and Mouse Game – So many issues – Restarted today. I’m expecting more issues.
Music Oriented NFTs
Warp Sound – Generative Art + AI composed music. https://www.warpsound.ai/
Moons of Mars – Fashion/music facing game/story/project. https://www.moonsofmars.xyz/
Arpeggi.io – On-chain music studio. Create it, then mint it. https://arpeggi.io/
Spottie Wifi – The #1 DJ in the Metaverse https://www.spottiewifi.com/
Tiki Festival – No New News https://tikifestival.io/
Bitlectro Labs/Dreamers/DreamLoops – https://bitlectrolabs.com/
Nuclear Nerds – Interactive storytelling and more. https://www.nuclearnerds.io/story/
Page Dao – $PAGE token is in play. Book minter is live. https://discord.gg/pm24RDKEb4
Jenkins the Valet – Avatars coming. Book being written.
Dead Handz – Interesting story oriented NFT https://www.deadhandz.com/
Token Literary (agency) – interesting project that may well help shape the future of books in the NFTverse https://discord.gg/gM2TXQ3D9t
$LIT – New art drop from that Medici fella.
Food and Travel NFT Projects (new section)
SuperLocal – NFT gated travel app where users can mint locations as NFTs
Travel Toucans – Minting 2/22/22 – https://www.traveltoucans.com
Bald Jesus – 1st NFT/crypto native religion born in the Metaverse
– Bald Jesus is Your Bro https://www.baldjesus.com
– Minting for Bald Jesus Drinking Club – .05 ETH https://www.baldjesusdrinkingclub.com
– Holy Bjble – AB version – https://opensea.io/assets/matic/0x931204fb8cea7f7068995dce924f0d76d571df99/3
Blue Chip Projects (IMO)
BAYC/MAYC – $APE token. The Apes vs. Mutants competition is live. Download the game on your phone in the app stores, register, and play. I’m enjoying it. It’s harder than it seems and the competition is insane. I’m currently ranked at about 1700, but am enjoying playing even so.
Huxley – 1,000 unique Robot Avatars will be available Tuesday, January 25th!
10KTF – $NTD token. This is a cool and probably Beeple project.
BYO – Ships coming, game coming, token coming.
On Chain Monkeys – One of the most positive ‘do good’ projects out there.
Peace Void/ Peaceful Groupies – $PEACE token, PeaceDAO, partnerships with other projects and festivals (IRL and MV). So much happening in this community right now. Super exciting.
Pixel Vault/ Punks Comic/ Metahero $PUNKS/$POW
– Origin Story #1: Courtney – 5902 origin stories – PVFD holders snapshot prior to Feb 1 claim on a 1-to-1 basis with how many FD you own. Any that go unclaimed will open up to punks comic #1 and #2 until all are sold out.
– Each planet holder will be eligible for sidekick claim. Sidekicks will be stakable. TBA
– Elite Apes Covers to be released using Metahero/Ape Token in early Feb – unique gamification of mint using a coin that has future utility. Available now on PunksComic.com and OS.
– Free Planet Drop #3 happening until next Friday
– Physical comic will release soon – logistical issues with cases and covers holding it up
Free $$$ – New platforms and tokens/ airdrops
Fee.io – – DYOR – Reportedly was live, then wasn’t. I’m watching but won’t rush in on this one.
Gas.wtf – another airdrop for those who have paid gas on Eth. No new news. DYOR.
Tokens, Staking, Defi
– $TIME and $OHM prices continue downward. Devs and holders seem confident in future.
The 100M $BSGG airdrop has not happened yet. https://docs.wonderland.money/basics/faq
$WTF – You can still claim here:
$LOOKS Token – Looks Rare platform is gaining traction. Daily rewards for staking unmatched.
$GAS token –
$SOS token – Still going. Staking is in place.
Tokenify – Looking like a serious token. DYOR but I claimed. A few days left.
Gary Vee Projects –
Rug Radio – Farokh project -No new news
Creatures – Danny Cole’s project. Rumored to have land and token announcement coming soon.
Nate Alexander Projects – Arena battles continue. Just about 1000 left now competing for over 350 ETH.
– A major aesthetic upgrade by a professional illustrator is coming to the entire chainfaces universe (including fallen faces), and will be preserving the rarities both randomly drawn from the mint as well as earned from the arena. These will be free to claim, except for gas costs.
Impact Theory / Tom Bileyu Projects – Huge burn event.
– The Pulse – a Weekly IT update https://impactnews.substack.com/p/the-pulse-20220121
Other Projects I Like – Fashion, Games, Comics
Creature Toadz – Mashup of Creatures + Cryptoadz . $FLYZ https://swampdao.finance/
The Land Dao – A unique metaverse land development project. $RENT https://www.thelanddao.io/
Non-Fungible Heroes/Bored Bananas – Land and token coming soon.
Two Bit Bears – No new news.
Bloot – Bloot is being redefined.
MyPfpLand/Bloot Elves – No new news.
Bulls on the Block/Bears on the Block – No new news.
Buzzed Bear Hideout
Heaven Computer – News coming soon.Godmin abides.
The Meta Reserve – Free mint (+ gas) of 1 GBP note (first 500) https://www.wemint.cash/
* – How to Win Gas Wars
– How to safely use a verified NFT on Twitter
– How to Approach Influencers
The biggest rumor is that the Coinbase NFT platform is imminent. Also worthwhile to take a look at this sheet and attempt to use all the platforms. The free airdrops last year brought some people over a hundred thousand dollars.
Rebel Planet Motor Club – https://twitter.com/vagobond/status/1484965615504740354
Gnomenclature – https://discord.gg/vJD94smbnZ
Metroverse – https://discord.gg/metroverse
Apex Wolves – https://discord.gg/apexwolves
– Twitter suspended and Discord temporarily closed
Hype Bears – https://discord.gg/hypebears
Look Labs – https://discord.gg/kscScVhq
Fishy Fam – https://discord.gg/fishyfam
Great Projects I’m Not In or Following
These are blue chips I missed or sold too early. Find more details at: https://www.flips.finance
World of Women
Gutter Cat Gang
Cryptoadz by Gremplin
These are projects that I wanted to believe in that simply seem like they are dead. I sincerely hope that they resurrect – but when I put them here, it means that I’ve stopped believing and looking. I hope to someday have a section at the top called ‘Resurrections’ for when projects in the Graveyard manage to rise up again. As time goes on, I have no doubt this will be the biggest section of this newsletter and I will let it keep growing so that those who care to look can understand that the majority of projects fail and investors lose money. Pick wisely, my friends, and good luck!
– cMyKatz – I really like the dev on this and the community rallied around him but it just didn’t happen, a combination of bad timing on market sentiment and high gas fees. I have cMyKatz, cMyGravez, and ZombieKatz – they are all worthless now.
– Good Guys – One of the rare projects I drew a rare on. Dev got sick and it all just seems to have died.
– Invariant Labs/Monkey Bets – I hold two full sets here. I hope it recovers but with the Beanie mess, just doesn’t seem very likely.
– aiVatar – This project from Trey Ratcliffe was really cool. Totally unique. No one cared.
– CubeVerse – An MIT program turned avatar that seemed cool but then just sort of fizzled. I have several and derivatives – worthless
– Bear Market Bears and Doadz – I really really really want these to succeed. I love the art. Hamm is a cool guy that does cool stuff. It’s just that nothing happens with these and you can’t even give them away (but I won’t)
– Hobo Beards – One of my all time favorite projects and communities. The devs are still working, still making things, still trying to resurrect – but for the moment, it’s in the graveyard.
– The MTA/Metahelmet – I have no idea what happened here. Not a rug, but they just died on the vine.
– Template – I was so excited to buy this one, so excited for the amazing innovation and ideas behind the project but it just seems to have gone nowhere
– Madame Sofia’s Oracle of Wisdom – It seemed like such a good idea, but so quickly dropped to zero
– The Miners Club – Floor price cratering. No news. No announcements. Nothing since the mint. Bummer. Had high hopes for this one.
– Arcade NFTs – These are so cool. Fully playable arcade games on OpenSea. Floor has dropped to zero (or below). RIP ToadRunnerz. I hope I’m premature on calling this one dead – it really deserves to resurrect.
– Invaders –Neil Strauss loves them, arguably the most attractive artist in crypto, cool art and funny characteristics, fun community. Should have worked but just hasn’t. Missing something – but what?
– The Awakening – This was an almost free comic book drop. Didn’t expect much. Community largely dead. Needs a good awakening itself.
– Lofi Skylines – these and other stuff from Crown Ghoul were so cool, but that wasn’t enough I guess.
– Emily Lazar’s September Monsters – this is a pretty cool female artist, music oriented NFT with some nice attachments of comic and music -but – it just go no traction.
– Peaceful Toadz – No new news since mint. Fun art, but low effort follow through.
– Lucky Maneki – This project keeps working and trying but somehow has just never managed to take off. Seems like it is unlikely that it ever will.