NFT Defi Crypto Collectors Morning Briefing 1/18/2022

Vagobond NFT

1/18/2022 – Morning Edition

As always there is a lot happening in the NFT space and 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.

News

– Microsoft is buying Activision Blizzard in a huge $68.7 billion deal. There are rumors that Blizzard has been in talks to make the game for Pixel Vault/Metaheroes. Mind you, these are just rumors – but if true. Connect the dots.

– Coinbase and Mastercard have partnered to allow users to buy NFTs with credit cards on upcoming Coinbase NFT platform.

– NFT influencer ‘Beanie’ was doxxed yesterday which caused some price action in projects he was associated with as the consensus seems to be ‘not a nice guy’. There’s a lot of hand wringing going on from virtue signalers who are canceling him but much of it hypocrisy from people who made money along with him but aren’t jumping to give it back (or acknowledge it). Newsflash: Owning a punk or being an influencer doesn’t make someone trustworthy. Always DYOR and own your buying decisions. This is the wild west. https://twitter.com/NFTethics/status/1483051289022017538

Wilder World just got $30 million fund raised with backing from Spartan Group, Animoca Brands and Metakovan’s MetaPurse: https://zine.wilderworld.com/wilder-world-secures-30-million-usdc-for-the-expansion-of-its-new-dimension-of-reality/

– Great thread on how to secure your NFTs

https://twitter.com/punk6529/status/1461742366696652809

New Acquisitions

Warp Sound – Really interesting new project. Generative Art + AI composed music https://www.warpsound.ai/

The Land Dao – a unique metaverse land development project. https://www.thelanddao.io/

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

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

NFT Games

World of Cryptoids. – An interesting whitelist opportunity for closed beta game – will require installing BSC net on your metamask – https://docs.google.com/forms/d/e/1FAIpQLSf-ks_J8hTQ-JYyp0tsKCh95My6kdeUDn7FTz7ZN8D1DMaVuQ/viewform

Doctor Who, Worlds Apart P2E Game and NFT Marketplace – has been under development with the BBC for a couple of years now – the game is in Beta with those who hold founders tokens. This is a p2e game, a fully developed marketplace on a side chain, and a huge community. Recently opened up a limited batch of Founders Tokens (max of 1963 ever) and there are a few hundred left. I feel like this one is under the radar but will explode when the BBC gives the greenlight. There are credible rumors that there will be crafting and planets with land will be released this year. This is worth looking at. Probably a year before it matures completely. 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 Asteroidshttps://discord.gg/Y3UsdRXvMQ Everything about the game:https://wiki.influenceth.io/en/community/content-creators

Nifty League Degens – $NFTL New game: Tennis. https://twitter.com/NiftyLeague/status/1483131959681318913

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

Free $$$ – New platforms and tokens/ airdrops

Fee.io – https://fee.io/airdrop.html – coming. DYOR.

Gas.wtf – another airdrop for those who have paid gas on Eth. No new news. DYOR.

$WTF – You can still claim here:

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

$LOOKS Token – This is going very well. Staking is earning wETH and some are making big money from the LooksRare platform’s giving back, wash trading or no. 794% APY. LFG.

$GAS token – https://twitter.com/0xgasdao/status/1483192016058126339?s=21

$SOS token – Still going. Staking is in place.

Wonderland – $TIME, $MEMO, $wMEMO

– Wonderland has purchased Cross the Ages https://medium.com/the-defi-wonderland/wonderland-enters-the-metaverse-bec1ad6091d1

– $TIME and $OHM prices continue downward. Devs and holders seem confident in future.

– An airdrop has been announced for Wonderland, the actual airdrops will be for wMEMO, MEMO, and TIME token holders on Avalanche, Fantom and Ethereum chains. This includes wMEMO being used as collateral on Abracadabra, in the same way that we include them for Snapshot voting. 100M BSGG tokens will be distributed evenly to HODLers of any Wonderland token based on snapshots taken on Jan 10th 8:00pm GMT. This is being done as a reward for their support at our low price point. An additional 400M BSGG tokens will be made available by staking wMEMO. Like the airdrop, the development team is working on a solution so that wMEMO used as collateral on Abracadabra will also be included. The 100M airdrop should happen sometime in the next 3-5 days. Last

About: Wonderland is not a liquidity mining farm. Founded by Daniele Sesta, Wonderland is a decentralized reserve currency protocol that owns its own liquidity rather than printing tokens out of thin air. In essence, reserve currency protocols have a claim on the value of the treasury itself. As the treasury grows, the claim token holders have grows (not accounting for premium).

https://docs.wonderland.money/basics/faq

https://medium.com/the-defi-wonderland/wonderland-update-transition-to-wmemo-d57845560832

Bored Apes/ Huxley / BYOverse

Huxley – Additional details on robots: – When hunting for robot treasure, speed and strength are required – 1,000 unique Robot Avatars will be available Tuesday, January 25th! Time TBA – there will be 100 robots per category – Minting will be 1 robot per transaction – Robot reveal will be a few days after minting begins. Timing TBA – If not all robots have been minted at the beginning of Burn Event #2, then robots could be claimed from newly created Genesis Tokens.

10KTF – No new news – $NTD token coming

BAYC/MAYC – The mobile game competition is coming Jan 20th (Apes vs. Mutants). If you own an ape or mutant, you can get a code to take part. https://boredapeyachtclub.com/#/apesvsmutants -$APE token is coming.

BYO – No new news

Satoshiverse – no new news

Literary NFTs

Nuclear Nerds – a Web3 story telling masterpiece. https://www.nuclearnerds.io/story/

Page Dao book minter is live. $PAGE token is in play. No new news today

https://discord.gg/pm24RDKEb4

Jenkins the Valet – no new news

$LIThttps://medium.com/@LITWTF/lit-welcome-to-the-worlds-first-cultural-currency-f06b6dc09f72

Influencer Projects

Rug Radio – Farokh project -Rugs revealed. They turned out pretty cool.https://twitter.com/farokh/status/1483313658100862976

Nate Alexander Projects – No new news, Arena battles continue.

Gary Vee Projects – No new news.

Impact Theory / Tom Bileyu Projects – No new news.

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

https://twitter.com/Gfunkera86/status/1483313377329963011

– 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.

Other Projects I Like – Fashion, Games, Comics

One Day Bae – Alpha test stage – early February: All discord members with OG role can help us test the game on testnet! Beta version for ODB passengers – February: Free claim of land for mint-pass ticket holders! Beta version will have the following mechanics: building, resource extraction, resource transportation and trading. Flat world official public launch – early March: Public mint of land for everyone! At this stage the game will include diplomacy and opportunity to explore the world with Mekabaes! Every explored piece of land can be purchased at a cheaper rate! Further development – Summer, Fall: New building packs, in-game events, cataclysms and full-scale clan wars will be added to the game!

On Chain Monkeys – Floor pushing for 2 ETH. https://onchainmonkey.com/news.html

https://twitter.com/OnChainMonkey/status/1482526167210938368

Lazer Defi – This is one of my favorite projects. Danger Islands game and land sale coming. $xBMF token live and can earn by owning Lazer Soda, Bloot, or BlootMF https://discord.gg/FksWeDWFxe

Danger Island Mint starts in 11 days! https://twitter.com/LazerDeFi/status/1483430618272866308

Moons of Mars – Super interesting fashion/music facing game/story/project. Mint sold out. Airdrop for Poster #4 will likely occur today. Other airdrops down the line!

The Miners Club – Supply locked at 4444. Floor price cratering.

Peace Void/ Peaceful Groupies – $PEACE token coming No New News

Creatures – No new news

Creature Toadz – Mashup of Creatures + Cryptoadz . No new news. $FLYZ token coming, an $OHM fork. Swampdao.finance homepage now live: https://swampdao.finance/

Peaceful Toadz – No new news.

Non-Fungible Heroes/Bored Bananas – No New News

Two Bit Bears – Breeding has begun for Gen 3

Bloot – $BGLD v2 has been ‘unrugged’

MyPfpLand/Bloot Elves – No New News

Tiki Festival – No New News

Bulls on the Block/Bears on the Block – No New News

Bald Jesus – First 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

 

NFT Defi Crypto Collectors Update 1/13/2022

Vagobond NFT

Projects and platforms that I follow, collect, or consider relevant. Find links, up to the hour updates, and more on my discord at Revolutionarty.com

1/13/2022

News

-China legalizing NFTs and making the a state industry! https://www.scmp.com/tech/policy/article/3163094/china-create-own-nft-industry-based-state-backed-blockchain

– Tonga to make Bitcoin legal tender.

– Wikipedia editors vote to not classify NFTs as art, demonstrating that Wikipedia is largely irrelevant

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

– Planet Giveaways Today 3pm EST for PV Genesis Holders at PunksComic.com Mars, Jupiter, Saturn holders of genesis NFTs eligible for random giveaways. Each planet holder will be eligible for sidekick claim. Sidekicks will be stakable.

– 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 $$$ – New platforms and tokens/ airdrops

$WTF This is an OG site that tells you how much you’ve spent in gas. The token and NFT that will follow will almost certainly have some good value. I’m 100% claiming this. Check to see if you are eligible and claim here: https://fees.wtf/claim?ref=0x9346f1d460cbc0fca01997f1e5940fd55675173d

$LOOKS Token – This continues to grow in value

$GAS token – The team here is doing some innovative building. Recent Ku listing and LP incentives on Sushi.

OpenDao’s $SOS token has now been listed on Poloniex. There were over $30 million in unclaimed $SOS tokens and these have been returned to OpenDao’s treasury when the claim closed.

Wonderland – $TIME, $MEMO, $wMEMO

Still coming….There will be a drop of $BSGG to all holders of the above. This is the token of Betswap.gg – the first defi acquisition of the Wonderland behemoth. Prices of TIME have been down but the APR is still providing huge gains in the amount of time. $wMemo is over $100k

About: Wonderland is not a liquidity mining farm. Founded by Daniele Sesta, Wonderland is a decentralized reserve currency protocol that owns its own liquidity rather than printing tokens out of thin air. In essence, reserve currency protocols have a claim on the value of the treasury itself. As the treasury grows, the claim token holders have grows (not accounting for premium).

https://docs.wonderland.money/basics/faq

Bored Apes/ Huxley / BYOverse

10KTF (Wagmi-san, rumoured to be Beeple) is releasing a token – New Tokyo Dollars ($NTD) to holders of the derivitives this project has been making from blue chip projects. It’s hard to describe exactly what 10ktf is – but essentially it has been Web3 story telling married to Web3/metaverse fashion. Set holders and individual item holders will get the NTD which will likely be used to sell in game items and possibly real world versions of the metaverse products. https://10ktf.com

BAYC/MAYC – $APE token is coming. No other new news.

Huxley – Twitter town hall today. Robot Avatars are coming to Huxley. Huxley has made some huge partnerships and will likely be the first AAA NFT game as well as the first NFT feature film/series. So much energy stored up in this one.

BYO spaceships are coming and more is coming from all. Nothing actionable or concrete that I’ve seen today.

Doctor Who, Worlds Apart

Founders Token sale continues (part 3 is well under way), tokens $1000 each. Gameplay continues in Beta among founders only. The game is incredibly complex and requires a significant amount of learning.

https://doctorwho-worldsapart.com/r/2909/

Rug Radio – Farokh project

Waiting on the reveal and beginning for this one.

Page DAO / Jenkins / LIT – nft Books update

Page Dao book minter is live. $PAGE token is in play. No new news today

https://discord.gg/pm24RDKEb4

Jenkins the Valet – no new news

LIT – I sold my LIT so I’m out of the LIT discord but still keeping an eye out. No new news.

Gary Vee -VeeFriends / Tom Bileyu- Impact Theory / Nate Alexander – Chain Faces Arena

Nate Alexander Projects – More than 10k warriors have been killed in Chain Faces Arena. The number of heroes standing is now less than the number of cowards who left the arena. Getting down to the business now – someone is going to win a life changing amount of money.

Gary Vee Projects – no new news

Impact Theory/ Tom Bileyu Projects – No new news.

Nifty League / Creature Toadz / Lazer Defi / Creatures/ Moons of Mars/ Nuclear Nerds / PeaceVoid/ Non-Fungible Heroes/ Other Projects

Nifty League is having a town hall space today. The $NFTL token is still going strong and the comics and Degen NFTs are holding their floor nicely.

Creature Toadz – no new news. $FLYZ token coming, an OHM fork.

Lazer Defi – Danger Islands game and land sale coming. $xBMF

Creatures – no new news

Moons of Mars – no new news

Nuclear Nerds – no new news

Peace Void/ Peaceful Groupies – no new news

Non-Fungible Heroes/Bored Bananas – token and probably land coming

One Day Bae – no new news. Game and probably token coming.

On Chain Monkeys – new pfps coming

Bloot- – no new news

MyPfpLand/Bloot Elves – – no new news

Satoshiverse – no new news

NFT Updates – BJDC, Market, and NFT Holdings

It’s been a wild couple of weeks in crypto and NFT-land.

Bald Jesus Drinking Club Update

The Bald Jesus Drinking Club continues but is a slow burn. It’s funny, I’m pretty positive that if I’d have been able to launch it a month earlier – it would have sold out in 24 hours. As it stands right now, we haven’t yet been able to even sell 25% for a variety of reasons.  First is that (and I take responsibility for this) – I did zero marketing and zero paid promotion. I sincerely thought that the idea of fractionalizing a piece of land in Hawaii would drive sales – especially with tokens only around $150 each.

That leads to the next issue – Ethereum gas fees went through the roof pretty precisely at the time of our launch. The affordable $150 (.04 ETH) tokens I hoped to sell spiked up to as much as $1500 with 90% of that being gas fees. Nobody wants to pay 10x the price of something with 90% of it being taxes and fees.

Finally, the reason why gas went so high was because suddenly there were 10-20 new high profile projects with marketing and hype driving people into frenzies. This hasn’t stopped. I’ll get into all those projects in a few minutes but first I want to address everything I’ve said above.

I’m not worried that we haven’t sold out. This is a slow burn project and that is fine. With the revenue from the sales so far I was able to pay out all the developers and contractors who assisted and worked on the project. In addition, I was able to pull enough from the contract to start putting together our business structure – ‘The Bald Jesus Cult’ – yes, we’re going to call it that. I’m going to endeavor to make it a tax free religious organization. If Bob Dobbs, the Flying Spaghetti Monster, and the Dude can make religions and be religious figures, I don’t see why Bald Jesus shouldn’t be. The people who did buy BJDC tokens are cool and willing to be patient. There hasn’t been a single person who has suggested sweeping the floor, asked ‘Wen Moon?’ , or made issues about the pace of progress. This makes me incredibly sure that I will enjoy drinking a beer with these people in Hawai’i when we get this all put together and working.

One of the things I didn’t expect from this project was the deep sense of responsibility I feel towards the people who invested in it. I won’t rug, I won’t disappear, and I won’t let you down. We are all gonna make it. 100%

Crypto Markets

The crypto markets appear to be taking off. Bitcoin is pushing towards breaking the all time high and if things go as they usually do – ETH and then alt coins should follow. As a result of this, a lot of NFTs are being sold as people buy into the crypto markets. This has created a lot of downward pressure on prices of some really good projects. This combined with the many many many major projects being launched has created a liquidity crunch for many people (myself included) – where we are trapped in projects we really believe in long term that are selling far below where we bought in. Only a loss if you sell, but it still doesn’t feel good and creates a strange psychological pressure on holders.

The Many Many Projects

Big projects used to happen once or twice a week – lately there are one or two a day and many of them are not going well. Metasaurs had a screwed up launch where people who promoted  and supported the project to get white-listed were left out to dry. The Boonji launch was upended by spam bots and postponed. Mekaverse launched to huge numbers only to have people realize that all the rare and valuable offerings had been handed to known wallets – in other words, people got scammed. Even respected projects like Pixel Vault’s Metaheroes and Gutter Cat Gang’s 3rd and 4th species reveal weren’t without controversy as PV’s planet sale had insiders seemingly front running the sale of Pluto and GCG stuck half their users with big breasted pigeons and gave the other half fierce looking dogs – a price disparity of more than an ETH on the floor prices. There have been art projects and AI projects and projects by adult magazine cartoonists and projects by known NFT artists and the bottom line is – it has been too much for me (or most people) to keep track of.

That being said – I’ve watched a few people in insider groups I’m in (Alpha Groups) get positively rich in the past few weeks from starting with about $10k or so. Meanwhile, I picked different projects – and didn’t get rich. Lol. But, maybe with time my picks will yield rewards. I hope so.

Projects I’m Holding

I’m likely not going to invest in anything else until some of what I currently hold yields rewards of some sort. Also, a word of caution. I feel like we are in that stage where everyone is denying that we have entered an actual bear market for NFTs. This is like the period from Feb-Jun with altcoins back in 2018. Things will pump, lots of profit to be made if you are in at the right time and out at the right time – but I’m lousy at that. I think for this moment, being in solid projects with people you like and feel a connection to is the only way to go. Personally here are the projects I feel confident about that I’m currently in:

1. Pixelvault & Metahero. I’m including Monkeybets in this group.
2. BAYC/MAYC/APE DAO/JENKINS & 10KTF
3. Raini Lords of Light
4. Doctor Who Worlds Apart
5. Impact Theory
6. cMyKatz – I just trust this dev. and love what they are doing.
7. Dotdotdots – I still feel like this could be Banksy
8. Buzzed Bear Hideout – There is hidden value in BBH
9. On Chain Monkeys / FLOW – I love what they are doing.
10. BYOP and MTA – These are my Metaverse play and I feel like they are connected.

Additional Projects:

I’m also in Deadheadz, BOTB, GCG, Nifty League, HoK, and a slew of others that I hope will win but don’t have the same certainty about. They could all be losses – total losses. And – I can certainly be wrong – in fact, I often am.

It seems like Creatures, Cool Cats, Cryptoadz, Anonymice , VeeFriends , and a few others are probably all going to make it in the long term. I’m just not in those. I missed them.

I’m in a fair number of strange speculative spaces – Spottie Wifi (blockchain rapper), Tiki Festival (blockchain music festival), GG (Art Collective), Heaven Computer (I can’t quite describe it), Pixelglyphs (blockchain code as art), Cubeverse (generative geometric art), Aivatars (generated fake people giving AI generated answers) , Template (hard to explain), Genetic Chain (again, generative geometric art) – just kind of innovative and adventurous ideas that I hope make it.

And…then there’s the purely for fun category. Cheap, bright, funny, fun, projects: One Day Bae, Hobo Beards, Bear Market Bears, Bloot, Invaders – I really don’t expect these to make it in terms of money, but somehow I think they will all survive because they are fun and cheap and I like the art and communities.

Conclusion:

God, that’s a lot. If you want to talk about any of these or get links to their project pages or Discords – come ask for them in my Vagobond Discord server. We’ve got a fun community forming there of people who like NFTs, travel, and more.

The Many Kinds of NFT Projects

There are so many choices and options right now in terms of NFT projects. For this post, I’ll look pretty strictly at projects on the Ethereum blockchain – but there are equivalent projects being developed or taking off on ADA, Solana, Ravencoin, and more.

The best of these projects incorporate aspects of all of these. The most top of mind examples are Pixel Vault which has avatars, daos, game (coming), tokens, staking, and much more. Bored Ape Yacht Club. I’m also betting on the future of Raini Lords of Light (game, staking, defi, art drops) , Doctor Who-Worlds Apart, Non-Fungible Heroes, and Buzzed Bear Hideout. Many of the other projects I’m interested in (Monkey Bets and Ape DAO) are offshoots or aligned projects.

I find myself getting into several different kinds of crypto/nft projects lately. They are:

  1. Avatar/pfp projects – I’m pretty well done getting into new ones of these and generally look for a good reason to get in that is more than just fun/funny/amazing art
  2. Communities – things like BAYC and MetaHeroes or Gutter Cat Gang – vibrant active communities that support each other
  3. Games – things like Influence Asteroids, Lords of Light, Doctor Who
  4. DAOs – decentralized orgs that have a purpose – Ape DAO, Monkey Bets DAO, United Planets (Pixel Vault) DAOS
  5. Curated Drops – Good Guys, Holmo Viemiento etc.
  6. Generative art  – Genetic Chain, Pixelglyph, Cubeverse.
  7. Tokenomics/coins/defi Unstable Horses Yard, WEmint.cash, Bulls on the Block,
  8. Innovative use of blockchain/nfts – Spottie Wifi, Deadheads, The Adventurers, Heaven Computer, Tiki Festival, Jenkins the Valet.
  9. Funky/quirky art communities One Day Bastards, Crypteriors, Invaders, Deebies and Mighty Manateez
  10. Metaverse stuff – I’m kinda late to this and missed out on a Metaverse Jetpack which was a big win even though I was whitelisted for it. With all of these communities and projects – liquidity is the big issue and also I don’t have the ability to play whale games by buying up big mints or speculative bets.

God – there is so much happening in NFTs and blockchain right now – what did I miss?

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