May 19, 2022

Vagobond NFT

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Archives: https://www.vagobond.com

1/27/2022 – Morning Briefing

GM!

Want to write about your favorite projects?

Want to be part of something new and amazing in the crypto/NFT space?

This morning briefing is starting to gain a little bit of traction. People like it. The hard part is that I’m just one dude so there’s only so much I can do with it. It makes sense to make this a group project. I’d like to offer you the chance to be a part of this. I’m looking for writers who are interested in covering several specific ‘beats’. Specifically, I’m looking for people to cover the following: crypto (BTC, ETH, Matic, etc), artists and art NFTs, DeFi, music NFTs, and new projects in NFTs. It would also be cool to have someone deep into VeVe and other comics ecosystems and people covering specific P2E games. Frequency can be daily or weekly depending on your preferences but there will be committed deadlines. Compensation at this point will be limited to credit, promotion of your work, and any opportunities we might get for whitelists or free mints – in the future, I can definitely see forming a DAO or decentralized media collective around this – so if you are a dev, don’t be shy. I’m a firm believer in hiring and promoting from within, so if paid positions do arise – those will be offered to people who have already put in some sweat equity. This is an opportunity to write and share your work. If anyone is interested let me know – if you are interested in covering a different beat I didn’t think of, let me know.

Reach out to me via DMs on Twitter (@vagobond) or in the Vagobond Discord at https://discord.gg/2nBRJJvyeR

News

– Wonderland co-founder doxxed as founder of defunct Canadian Exchange QuadrigaCX

https://twitter.com/zachxbt/status/1486591682728673282

https://twitter.com/danielesesta/status/1486657816668651523

– Facebook Ditches Diem Stablecoin plan. Sells crypto assets quietly to Silvergate for $200 million.

– Warner Music and the Sandbox to create ‘music theme parks

– Celo launches stablecoin tied to Brazilian Real

– Fishy Fam contract was exploited on mint. Still selling for insane prices though.

https://twitter.com/0x33/status/1486486936470577155?t=L9Z0EI38CoM14n7uz7ujhg&s=19

New Acquisitions

Nom Nom Noun #139 – https://opensea.io/assets/0xb48176c8779559f01eff37834fa563be997ae5e6/139

Persona Lamp #1743 : https://opensea.io/assets/0xa3b041ee6b56bccbc54a3048417d82fe67736f62/1743

—–

You can find my NFT buying methodology and more on the NFT 101 page on Vagobond.com

https://vagobond.com/nft-101/

 

DAOs (New Section)

SharkDao – https://sharkdao.community/

You’ll need a Notion account to read this newsletter:

https://www.notion.so/SharkDAO-Weekly-Update-1-23-22-0ffce5ffc1514c4a897584ea2147dac1

Buzzed Bear Hideout DAO – https://buzzedbearhideout.com

Pizza DAO- https://www.rarepizzas.com https://github.com/pizzaDAO

* – https://twitter.com/RarePizzas/status/1486150785314570242

Page DAO – (See literary NFTs) https://pagedao.org/

Gas DAO $GAS token – https://www.gasdao.org/

Open DAO $SOS token – https://www.theopendao.com

https://forum.theopendao.com/thread/working-document-vision-mission-and-values-35700

Blue Chip Projects (IMO)

Adidas: Into the Metaverse – Raffle results delayed

BAYC/MAYC – $APE token. The Apes vs. Mutants mobile game competition is live until tomorrow. Top 1000 win prizes.

Huxley – Robot reveal Friday, January 28th at 10 a.m. PST

10KTF – $NTD token. This is a cool and probably Beeple project. WAGMI shop will reopen today

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.

 

Other Projects I Like

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. $BGLD is being unrugged.

Bulls on the Block / Bears on the Block – Very little significant movement here. Scary.

Heaven Computer – News coming soon. Godmin abides.

Satoshiverse

*- https://twitter.com/Satoshiverse_io/status/1486439688512622603

NFT Games

Pixelglyphs – P2E game, ships, innovative and fun community.

https://twitter.com/PixelGlyphs/status/1484989095600287744

Doctor Who, Worlds Apart- P2E Game and NFT MarketplaceFounders 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 Asteroidshttps://discord.gg/Y3UsdRXvMQ Everything about the game:https://wiki.influenceth.io/en/community/content-creators

Nifty League Degens – P2E games, avatars, comics, $NFTL

* – Snapshot on 31 January. You get 1 comic 5 for each degen you own. You gen 1 comic 6 for each meta degen, 2 comics for each legendary degen and 1 comic for each full tribe set (cat/frog/human/ape/alien/doge).

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. https://discord.gg/FksWeDWFxe

Mighty Manateez – $ALGAE, comic, and helping save endangered Manatees. Game just launched.

World of Cryptoids. – Interesting game and concept. Main-net launching

Cat and Mouse Game – So many issues. I’m expecting more issues.

 

Influencer Projects

Gary Vee Projects – Veefriends, Bookgames, FlyFish, etc.

Rug Radio – Farokh project

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.

– Major aesthetic upgrade coming to the entire chainfaces universe (including fallen faces).These will be free to claim, except for gas costs to holders including fallen warriors from the arena.

Impact Theory / Tom Bileyu Projects – Huge burn event.

– The Pulse – a Weekly IT update https://impactnews.substack.com/p/the-pulse-20220121

 

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/

* – https://twitter.com/SpottieWiFi/status/1486560784104792067

Tiki Festival – No New News https://tikifestival.io/

Bitlectro Labs/Dreamers/DreamLoops – https://bitlectrolabs.com/

 

Literary NFTs

Jenkins the Valet – Avatars coming. Book being written. Prices have skyrocketed upwards. Quickly becoming a blue chip.

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

https://twitter.com/vagobond/status/1485678197349892096

Watching:

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

 

Food and Travel NFT Projects (new section)

SuperLocal – NFT gated travel app where users can mint locations as NFTs

*- https://twitter.com/alexkehr/status/1486000832436969472?s=20

Watching:

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

 

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

https://twitter.com/vagobond/status/1484213225482690565

 

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, $MEMO, $wMEMO prices have left many rekt. The 100M $BSGG airdrop has not happened yet. Wonderland is down 97.5% from ath several months ago.

* – https://twitter.com/zachxbt/status/1486591682728673282

* – https://twitter.com/MidasTheFool/status/1486649232744353795?s=20

$WTF – You can still claim here:

https://fees.wtf/claim?ref=0x9346f1d460cbc0fca01997f1e5940fd55675173d

$LOOKS Token – Looks Rare platform is gaining traction. Daily rewards for staking unmatched.

*- https://twitter.com/LooksRareNFT/status/1486690657720668167?s=20

Tokenify – Looking like a serious token. DYOR but I claimed. A few days left. Now on CoinGecko https://www.coingecko.com/en/coins/tokenfy & https://coinmarketcap.com/currencies/tokenfy/

$LIT – No new news.

 

Useful Info

This is an astoundingly useful document:

https://docs.google.com/spreadsheets/d/1fhc9u20nKBSUSZnErhRmCfaiRCe8VJztbRaKPS36xQk/edit#gid=0

Rumors

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.

Airdrop Rumors:https://docs.google.com/spreadsheets/d/1f_9c8P28dXG5K6DXlHGeTQUww5K8Ft6GgCKYZ8scjb0/edit#gid=2061257832

Watchlist:

Raid Party – https://medium.com/@zarcary

Thingdoms – https://discord.gg/thingdoms

Rebel Planet Motor Clubhttps://twitter.com/vagobond/status/1484965615504740354

Gnomenclaturehttps://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

2112.run- https://discord.gg/2112run

Nemus – https://discord.gg/gVS2uHgHv6 – https://nemus.earth/the-nft/ – this is an ecology project.

https://twitter.com/KSChui/status/1486608607835611136

Great Projects I’m Not In or Following

aka Projects I missed and am salty about. Find more details about them all at: https://www.flips.finance

Miss of the month (so far) – Creepz

Crypto Punks – missed

BAYC – Our landlord decided to sell our apartment and we had to move so I didn’t want to risk .08 ETH on some silly looking art

VeeFriends – Had the money ready to go but saw problems with the launch and hated the ‘art’

World of Women- sold at 2 ETH

Gutter Cat Gang – sold at 1 ETH

Anonymice – listened to FUD and missed

Galactic Apes – listened to FUD and missed

CyberKongz – missed

Cryptoadz by Gremplin- Thought it looked silly

888 – Seemed like a freak

Wolf Game – Didn’t want to give Beanie my ETH

Doodles – Hated the art

Cool Cats – Thought it looked like 3 year old picture book

Neo Tokyo – Didn’t have 1 ETH when dropped

Ether Orcs – Somehow just missed it

The Graveyard

These are projects that I wanted to believe in that simply seem like they are dead. I bought into many of these instead of the winning projects above. Take that as a warning. 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.

– The Meta Reserve – Free mint (+ gas) of 1 GBP note (first 500) https://www.wemint.cash/

Waiting on reveal. This might be a deadend project.

– MyPfpLand/Bloot Elves – No new news. It’s not looking like much is happening here. Hoping this turns around.

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