September 24, 2022

Vagobond NFT

Morning Briefing / Weekend Edition

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Archives:https://www.vagobond.com

Discord: https://discord.gg/2nBRJJvyeR

@vagobond

Got a scoop or want to join us? Reach out to me via DMs on Twitter or in the Vagobond Discord.

*Pssstt! In a hurry? the (*) indicates something is new or important.

2/3/2022

GM

The Pixel Vault Townhall yesterday was pretty amazing. $100 million investment by Web2 VC builders most likely giving PV a $1 billion dollar valuation. The downside was when they announced to the largely Web3 audience that the $PV DAO or other DAOs they are building would not be ownership vehicles because they want to comply with US securities and tax law. The disappointment was manifest especially in those who have somehow believed all along that a US business (now a Delaware C Corp) was somehow going to give ownership to the fans who invested in colorful pictures thinking they were actually buying ownership in an IP venture started by a lawyer (Gfunk) and a conman (Beanie). The conman has now been completely bought out and the venture capitalists have completely bought in. Those who thought they were the ‘owners’ were educated that they own the rights granted by the licensing agreement and the colorful pictures they have purchased.

My take was that they will use the DAOs as focus groups and limited steering committees and in return give them the opportunity to purchase further non-ownership in the company assets and possibly reward with more claims in the future.

I think Pixel Vault and the investors/employees will end up making shit loads of money. I expect that the assets may be worth a great deal as well – but the truth is that the NFT assets could go to zero and PV no longer needs to worry about that because they are now paying for the future with venture capital. There are other compliant mechanics to reward Pixel Vault NFT owners heavily for being involved i.e. $POW. Certain funds and revenue should still go into the PVFD treasury ala $PUNKS, merchandise, and more. There are still earnings for those who participate in but we don’t have actual ownership of the C-corp.

I think the news is overall bullish for Pixel Vault, Inc and employees and share holders/investors in the corporation. I think it’s bullish for the NFT space in general to see a homegrown unicorn emerge. I think it’s bullish to PV asset holders because a rising tide floats all boats and GFunk has proven to be generous and genuinely wanting the PV fam to win with him. There are a lot of reasons to be bullish.

It is not bullish for Web3 ethos in general, the ideas of decentralization, or taking back ownership of media/commerce from investment banks, governments, and wealthy individuals.

A word of warning – the same lawyers advising Pixel Vault in all of this are also advising Yuga Labs – so a similar situation may be coming for BAYC as well.

~CD Vagobond

Listen to the 1 hour Town Hall from PV here

https://twitter.com/vagobond/status/1489298681006211077

News

* ALPHA * – The Vagobond Discord is one of the best free alpha servers around. You might see it in this briefing, but you’ll definitely see it in the Alpha channel of our discord first.

– BAYC in funding talks with Andreeson Horwitz for as much as $5 billion valuation

https://www.coindesk.com/business/2022/02/03/bored-ape-yacht-club-creators-in-funding-talks-with-andreessen-horowitz-report/

– Breaking: IRS will not count unsold staked crypto as income

https://twitter.com/Blockworks_/status/1489029783828717570?

– Mark Cuban owned Instagram account promoting scammy NFT projects

https://twitter.com/topshotfund/status/1489036977303347211

– Immutable and Gamestop NFT Marketplace to pair up

https://twitter.com/Immutable/status/1489209166010847232

This Project Does Not Exist – READ THIS THREAD!

https://twitter.com/KapettaNft/status/1488939081849401348

– The V1 Punks Drama Explained

https://twitter.com/punk9059/status/1489059101782863872

-Manchester United and Tezos Partnership Announced

https://twitter.com/deadlinedaylive/status/1489262417271943174?s=21

ALERT! – HypeBears looking like a rug

*- https://twitter.com/NFTethics/status/1489221086302646274/photo/1

Vagobond’s New Acquisitions

WGMI Premium Token: https://opensea.io/assets/0x4008ceb985456a8571c0e7a281c3536a548fee85/3247

Lit Project 2 Basinger: https://opensea.io/assets/0x76723d9524a743d8908458082fbdfaaf7f60b3ed/791

Lit Project 2 Deniro: https://opensea.io/assets/0xfc0946b334b3ba133d239207a4d01da1b75cf51b/4499

Glitchy Bitches 696: https://opensea.io/assets/0x7de6581ed7d3113000bfa930a6815cbcf0945019/696

Glitchy Bitches 697: https://opensea.io/assets/0x7de6581ed7d3113000bfa930a6815cbcf0945019/697

—–

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

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

 

Blue Chip & Red Chip NFTs Beat

by Vagobond

These are my personal blue chip plays. Not everyone will agree they are all blue chips. I’ve given Pixel Vault/Metahero/Punks Comic a category of its own because there is so much happening with it.

 

On Chain MonkeysOne of the most positive ‘do good’ projects out there

 

BAYC/MAYC – $APE token. Huge sales. Roadmap underway.

Huxleyhttps://huxleysaga.com/ The Robots have arrived and they are fire. Big things happening here always.

Burn Week 2 – The Great Robot Race, will end on Tuesday February 8th at 12pm PST.

https://twitter.com/BenMauroArt/status/1489000272596652032

https://www.youtube.com/watch?v=9MYSCCgGQCs

 

10KTF – $NTD token. This is a cool and probably Beeple project.

 

BYO – The News We’ve Been waiting for…BYO Craft Snapshot 2/18 – $TRYP currency and p2e game

BYOCRAFT MINTING MECHANICS

-will be claimed rather then airdropped to holders of a BYOPill and a BYOVape.

– you need to have a BYOPill AND BYOVape during the snapshot and during the time of claiming.

-1 BYOPill + 1 BYOVape = 1 General BYOCraft

– 1 BYOPill + 1 BYOVape + 1 Apostle = 1 Tier-Specific BYOCraft

– 5 different tiers of BYOCraft with unique and generative traits & utility.

– BYOCrafts are 3D, game-ready vehicles with future use in the BYOVERSE, as well as other metaverses and blockchain games. • BYOCrafts will be AR-enabled as we continue to roll out AR experiences for all our collections • Aside from the existing attachments, you will be able to add additional attachments with unique utility either through crafting or via the TRYP Marketplace in the future that will help with other activities throughout the BYOVERSE. • BYOCrafts will allow you to play & earn starting with the racer mini-game, which will then be integrated within the BYOVERSE. Every racer will be rewarded for participating and completing a race with $TRYP/in-game currency. The reward will be based on the Apostle riding the craft and not your position in the race. Details on earnings will be released closer to mini-game launch.

 

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.

* – Groupies can now be staked for $PEACE.

$PEACE is the currency of the PeaceVoie ecosystem, the digital money to interact with – PEACEFUL GROUPIES: You only need 1 Groupie to be part of the party.

– PEACEVOID: A web3 native brand. It’s art, music, poetry, fashion, lifestyle

– Focus is to take Groupies to festivals all around the world

Pixel Vault/ Punks Comic/ Metahero $PUNKS/$POW

* – https://twitter.com/punkscomic/status/1489057919350054921

* – https://twitter.com/zentensivist/status/1489155790581555201?s=21

– 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.

– Physical comic will release soon – logistical issues with cases and covers holding it up

 

Red Chips

What’s a Red Chip? These are projects I think have the potential to become blue chips.

 

Non-Fungible Fungus – Fun and trippy.

*- https://fungiblefungi.medium.com/where-were-going-we-don-t-need-road-map-s-into-2022-and-beyond-f2b4446bb0e2

 

Rebel Planet Motor Club I’ve jumped this straight from watchlist to Red Chip. Not positive what is coming yet, but positive you don’t want to miss it. https://discord.gg/2pFUWV6R6p

 

Creature Toadz – Mashup of Creatures + Cryptoadz . This is one of those projects that might hit or completely miss. It literally could go either way. Project Dev is relentless, so I’m in but DYOR.

– $FLYZ claim and staking now live at https://swampdao.finance/

 

Adidas: Into the Metaverse – What’s going to happen here? I guess we wait and see.

 

Two Bit Bears – There is a level of genius working here that is largely overlooked.

 

Bloot – Bloot is being redefined. $BGLD is being unrugged.

 

Bulls on the Block / Bears on the Block This project, DAO, wallet being moved to the community.

 

Heaven Computer – Female led, amazing art project. Godmin abides.

 

Satoshiverse – This feels like the slowest moving amazing project ever. Still, I believe.

*- https://twitter.com/Satoshiverse_io/status/1489285031734480906

NFT Gamer Beat

 

Doctor Who, Worlds ApartP2E 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/

 

Non-Fungible Heroes/Boring Banana Co. – Land and token coming soon.

– Beta Game Testing Underway for holders

 

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

 

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

– Danger Islands land mint is now open https://www.lazerdefi.io/landmint

https://twitter.com/LazerDeFi/status/1489142921374883842

 

Mighty Manateez – Fun project with comic, video game, $ALGAE token. Saving IRL manatees.

Game is live! https://mightymanateez.itch.io/cybersea

 

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

 

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

 

Influencer NFT Beat

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

https://blog.veefriends.com/2022/01/28/veefriends-roundup-veecon-speakers-announcement-book-games-giveaway-gift-goat-gift-2-and-more/

 

Tom Bileyu Projects / Impact Theory – Huge burn event.

– The Pulse – a Weekly IT update – https://impactnews.substack.com/p/the-pulse-20220128

 

Farokh projects / Rug Radio

2/2/22: Rug Radio will be launching its first set of shows! All of the hosts will be receiving the Rug Radio Host Pass and Guest Passes for their guests!

– 2/9/22: $RUG token launch! Yes, that means that on February 9th, every single Rug Radio Genesis NFT owner will be able to go claim their $RUG tokens in their Dashboards! 
 Tokens per Genesis NFT:
 Standard: 555 tokens 
Scarce 1/2: 888 tokens
 Rare 1/2: 1111 tokens

-2/12/22: RugDAO Lunch!

Danny Cole projects / Creatures. Rumored to have land and token announcement coming soon.

 

Nate Alexander Projects / Chainfaces – Deluxe Bears won a life changing prize.

– 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.

https://twitter.com/doodle2691/status/1489048709505732610

 

 

 

Music NFT Beat

Warp Sound Generative Art + AI composed music. https://www.warpsound.ai/

*- Upcoming Twitter Space to discuss roadmap and more

https://twitter.com/i/spaces/1MYxNnzEnBvxw

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/

 

Audius http://whitepaper.audius.co/

 

Tiki Festival – https://tikifestival.io/

 

Bitlectro Labs/Dreamers/DreamLoopshttps://bitlectrolabs.com/

 

Literary NFT Beat

(Updated Weekly by Greg R. Fishbone – Find the latest at https://vagobond.com/literary-nft-beat/)

 

The DAO Beat

The Land Dao – Metaverse land development project. $RENT https://www.thelanddao.io/

 

SharkDao – https://sharkdao.community/

 

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

 

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

 

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

 

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

If you are staking any $SOS you may be eligible to claim The OpenDAO Genesis Membership NFT Collection tokens which are exclusively mintable by the $veSOS holders based on the snapshot taken at 2 PM UTC 18th Jan 2022. The minting page will shut down on February 6, 2022 11 AM UTC.

Holding this token may entitle the owner access to airdrops, early access to future collections, early access to curated drops and various other benefits.

Tier 1: 938. Threshold: 1,032,988,950.25 Mint 1x for 4 NFTs

Tier 2: 1406. Threshold: 289,659,300.25 Mint 1x for tier 2,3&4 NFTs

Tier 3: 2343. Threshold: 87,818,017.09 Mint 1x for tier 3&4 NFTs

Tier 4: 2344. Threshold: 27,303,297.03 Mint 1x for tier 4

https://www.theopendao.com/#/claim

 

 

Features

Calling All Adventurers by partiallyZen – A love letter to influenceeth

 

Food and Travel NFT Projects

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

 

Bored Breakfast Club – Coffee delivered by virtue of owning this NFT. https://www.boredbreakfastclub.com/

 

Watching:

Travel ToucansMinting 2/22/22 – https://www.traveltoucans.com

NFT Religions

Bald Jesus – BJ is Your Bro

https://www.baldjesus.com

– Minting for Bald Jesus Drinking Club – .05 ETH

https://www.baldjesusdrinkingclub.com

Holy Bjble – AB version – Readable on OS! Only .001 ETH on Polygon so no gas

https://opensea.io/assets/matic/0x931204fb8cea7f7068995dce924f0d76d571df99/3

 

Tokens, Staking, Defi

Solon – https://www.solon.finance/ I minted this what seems like 500 years ago. Love the art but the token and the vision are what actually made me mint. Hard to explain in brief – but listen to this:

https://twitter.com/jonsimseth/status/1487531019876057096?s=21

 

$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.

 

$TKNFY Tokenifyhttps://tokenfy.gitbook.io/tknfy-earn-guide/

Claim your $TKNFY at https://app.tokenfy.com/?referralAddress=0x9346f1d460cBC0fcA01997F1E5940fD55675173d @tokenfy_

 

$LIT – Working with Johnny Depp NFT project.

* Another amazing drop to LIT holders. First Deniro, now Kim Basinger

https://opensea.io/collection/lit-project-two-flux

Useful Info

This is an astoundingly useful document:

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

 

Rumors:

-Big Rumor: Facebook (Meta) is going to buy Sandbox …..

– 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.

https://coinbase.com/nft/announce/21BSAS

– Metamask to conduct huge airdrop

Free Mint:

First 500 Wicked Gorillas are Free

https://mint.wickedgorillawarriors.com/

Airdrop:

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.

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

 

Watchlist:

Moonlings – Metahero derivitive project by PVFD – https://discord.gg/cXjPutEu4h

Rap Empire DAO (Snoop Dog) – https://discord.gg/rapempire

Gnomenclature https://discord.gg/vJD94smbnZ

Look Labs – (former?) Beanie project – 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.

 

 

Great Projects I’m Not In or Following:

aka projects I missed and am salty about. There are too many – see the whole list at:

https://vagobond.com/nft-101/great-nft-projects-ive-missed/

Misses of the month (so far) – Creepz, Asuna, Capsule, omgKirby, uWu

 

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!

See the huge full list at https://vagobond.com/nft-101/nft-project-graveyard/

 

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