Thesis Fox 🟠 ⚡️☁️
@ThesisInvestor
Followers
5,988
Following
789
Media
3,324
Statuses
13,582
Mid-curving my way through web3 // PFP: @famousfoxfed // Banner: @lights_artist
Solana
Joined October 2021
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Pinned Tweet
I'm sharing a thread of threads to consolidate some of the content I've shared on
@FamousFoxFed
, mainly related to their mission ecosystem. Hope this makes it easier to find!
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In response to
@SOLBigBrain
's great post about the need to explain *why* people should care about NFT project you happen to be passionate about, I thought I would take an epic stab at why I think
@FamousFoxFed
deserves a spot in every NFT portfolio
Tired of BIG accounts or "influencers" ignoring your FAVORITE project?
Instead of complaining, WRITE a compelling a thread on WHY they or anybody else should CARE about said project. + writing quality threads will SUPERCHARGE your Twitter account growth. Win-Win!
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I legitimately think
@JupiterExchange
is the killer app we have been hoping for in crypto. It's the app I show anyone who tells me crypto is useless because, right now, it can facilitate commerce better and faster than my mobile banking apps.
And they have the users, community,
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I just made my largest ever NFT purchase! After a lot of research all signs pointed to
@Astrals_NFT
. Had to add a second. Will share a thread later on the decision. Where’s the
@Astrals_NFT
fam at?!
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.
@DeGodsNFT
were always out of reach, even at their low. I’ll probably never catch that rocket ship but grateful they made a place for me in
@y00tsNFT
. Think there’s some amazing potential to build something special here. LFG!
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Researching 1/1 art on Solana has been the most fun I’ve had in a while. Who is an up and comer I need to keep an eye on?? 👀
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There's a lot of awesome Solana NFTs at this point. But
@FamousFoxFed
is still the only project I'm interested in accumulating. I want to share a few key reasons why I've come to this conclusion in a brief🧵...
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.
@FamousFoxFed
is down about 50% from it's all-time high from last month. I wanted to share a thread outlining the 10 reasons why I'm a buyer at these levels and excited for this project in 2023...
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This is just an observation and not intended as judgment or shaming, but I find it interesting that the following three things are true:
1.
@tensor_hq
holders got a very generous airdrop of $DYM yesterday just for holding a Tensorian (happy for them; it's an awesome collection
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Which
#SolanaNFTs
are worth investing in for the long-term? There’s a guide for that!
✅ Summaries and key metrics for over 30 projects
✅ Updated weekly
✅ Formatted for easy reading
NFA but hope it makes DYOR a bit easier. Feedback welcome. Cheers!
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I’m thrilled that projects are launching on Aptos instead of Solana. Maybe now we can focus on the great builders and creators we already have here rather than constantly chasing the allure of “new”
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#NewProfilePic
I’m coming up on one year since I scrounged up 1.9 SOL and went all in on my first
@FamousFoxFed
. I’ve come a long way since then y’all. Grateful. Extremely grateful. And excited to bring it full circle with this grail.
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When I talk about
@FamousFoxFed
fundamentals, I'm referring to:
🟠 $4.6M in treasury
🟠 $27k 7D revenue ($2.7M 12M revenue)
🟠 <10% revenue from royalties
🟠 Popular, sticky products (Swap, Raffle)
🟠
#8
by market cap
🟠
#4
by 7D volume
🟠 4% listed
🟠 2+ years old
Solid AF(ox)
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I think it's time to share a thread on
@TheChimpions
and why I believe it is one of the most interesting, intriguing, and exciting projects building on Solana. I am biased as a holder. But those who know me know I try hard to keep the analysis honest and thoughtful. Here we go...
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NFTs are in the shitter right now with $SOL in "up only" mode and other tokens following suit.
It makes sense - NFTs are still doing well in USDC terms, but it bums me out a bit. Not because I hold a bag, but because it's NFTs that kept the Solana culture alive during the worst
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I am the proud new owner of Aurorian
#5076
. This is my largest purchase to date by a good margin (usually trying to find value in lower floor projects) so wanted to share a thread on why I feel
@AuroryProject
is a strong investment. NFA. DYOR. LFG... 🧵
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This may be weird to admit, but
@FamousFoxFed
has literally changed my life. Getting in early on Foxes set off a cascade of events that created the "Thesis" that people know today. An appreciation thread on how finding the "right" project makes all the difference in NFTs...
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Congrats to
@DeGodsNFT
for an awesome DeadGods launch. Art lived up to the high expectations! The whole Solana ecosystem wins when great projects thrive. 🍻
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I'm considering reorganizing my Solana NFT Guide so that it's segmented by primary use case (PFP, gaming, utility, art, etc) rather than by "Tier". Would make it easier to compare entries thematically and jump to sections readers care about most. Thoughts? Concept below...
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1. After a lot of research, I decided to ape into
@FamousFoxFed
. Definitely DYOR, but wanted to share my thought process in case it helps others, especially folks who want to get into
@solana
NFTs but don’t have a huge budget for the most established projects.
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For the first time on my NFT journey I’m buying NFTs above floor because I enjoy them.
@pop_headz
has made NFTs fun for the first time in a long time. Trying to collect some of the rarer categories. How did I do? Tech, Elemental, Mythic, Blocks on board.
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NFTs Done Right: Flash Beasts (
@FlashTrade_
)
Originally posted on Medium. Link in my bio.
NFTs are pretty unpopular right now, even among crypto OGs. Blue chip NFTs on Ethereum and Solana have been in a significant decline in native asset pricing. And many more collections
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Impressive. Royalties only account for ~25% of monthly gross for
@FamousFoxFed
. Most NFTs are bleeding to death without bull cycle royalties or new collection mints. 🟠 is built different. May not moon today or tomorrow, but not going anywhere. 🤝
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It's been awesome seeing awesome projects like
@DeGodsNFT
and
@FamousFoxFed
pump over the last week. But what are you supposed to do if these projects are out of your price range? Here's a list of some projects under 2 SOL that I think have long-term potential...
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I'm still finding way too many
@FamousFoxFed
steals on the floor lately. At the risk of being redundant, I want to share a quick guide to help people spot the best deals so they are in the best position to benefit from the Fox mission ecosystem...
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NFTs are predictably bleeding, but the interesting development to me is
@FamousFoxFed
collections each consistently top 5 in volume. Foxes have never been a big volume collection. Shows me people are starting to pay attention. Love to see it
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Until proven otherwise, this is a hard rug. 7500 $SOL that has yielded exactly 0 updates in nearly 1 year. I'm all for celebrating art, but this was supposed to be more than just art, per the creator himself. The Solana community deserves better. Period.
Why mint IODA? ⚡️
Core concepts:
- Intimate access to the process of making the book (including but not limited to: private live streams, scripts, character designs, previews)
- Guaranteed Hardcover copy of the book (limited to 1500 copies upon completion)
- …and more 👀
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I’m not usually a fox follow fox kinda guy, but it’s time to ramp up the
@FamousFoxFed
engagement. Give this a like and I’ll give you a follow if you’re repping a fox
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5 Things I Love About Kamino
(originally posted on my Medium page, linked in my Profile)
@KaminoFinance
has rocketed up the Solana decentralized finance leaderboard over the last three months and current has the highest total value locked for a non-liquid staking platform at
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A
@FamousFoxFed
PFP says something about what you stand for here on Solana.
Build > Hype
Partnerships > Flying Solo
Useful Tools > Vaporware
Inclusivity > Exclusivity
Staked SOL > USDC
Proud to hold and rep a fox during this build market. Where’s your fox?
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I've added a few more
@FamousFoxFed
over the last few days. I wanted to share a quick post to help new people who are interested in buying into foxes find the best option. It's more complicated than it may seem...
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Hello. My name is Thesis. I have a minor obsession with
#SolanaNFTs
and have worked hard to create guides and threads to help people navigate this exciting ecosystem. Below are some of the key threads I've written over the last six months that I still think have value today.
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I really don't want this account to be political, but since US politics is spilling into CT, I want the timeline to know exactly where I stand so you can plan your follows/mutes/blocks accordingly.
I will be voting for Joe Biden in this upcoming general election. Or, if he's
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I really want to be a degen and crack open my t00b.
But the smarter play seems to be to sell the t00b and buy a
@y00tsNFT
I know I’ll love…
or just buy more
@FamousFoxFed
and art.
What’s the play?
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Y'all know I am bullish on
@FamousFoxFed
but I think Famous Fox Dens are particularly undervalued right now. Here's a lengthy (it was supposed to be short) thread on why I'm bullish on these. NFA. DYOR. LFG!
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It has been awesome to see the renewed interest in
@TheChimpions
over the last few weeks. Driven not by hype this time, but instead by results. A thread on why I think the best is yet to come for The Chimpions...
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One of my primary investment angles during this bear market is accumulating editions from top 1/1 artists on Solana. I thought I would share some details on how I'm approaching this endeavor and what I've learned so far. Hope you enjoy...
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I get it - $SOL is pumping so NFTs dumping. But here are 3 very obvious reasons why I'm adding to my
@FamousFoxFed
bag...
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Zig while they zag.
- SOL is pumping, so sell NFTs!
- OMG FFF increasing supply, sell sell!
- OMG FFF restructuring mission rewards, sell sell!
Nah, I'll just mint a new Summoned
@FamousFoxFed
and scoop a killer fully leveled TFF off the floor.
If there's one project that's
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A lot of people call themselves builders but this is what a true builder looks like!
@FoxyDev42
built this in a day. Why? Because it’s useful and was missing from the ecosystem. And it’s free for all. If you want to support builders
@FamousFoxFed
awaits.
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The universe works in mysterious ways. I don't consider myself a funny guy, but I do seek to surround myself with positive energy. Humor is a wonderful antidote for much that ails. In that sense, you can call me The Comedian. I am revealed
@TheChimpions
🙏
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Can we appreciate how lucky we are to have
@rgb0x00
and
@zen0m
creating here on Solana?
@solsunsets
and
@glyphscapes
are two truly special artistic endeavors that we should be celebrating. Rep those pixels people!
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So excited to pick up my first
@zen0m
Zen0verse piece! Wish I was earlier but no one has a brighter future than zen0m. Pumped for Glyphscapes and Tensorians!
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One of my favorite foxes ever secured. Big thanks to
@FakerIsDad
for the trade. The conviction play deepens on
@FamousFoxFed
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NFTs are weird. They're digital images that you can prove you own, but try selling that to a non-crypto zealot. It's difficult. But there's something else going on here that we don't talk about much that is probably the biggest reason our NFTs have value. Status. Let's dive in...
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At this moment, the market thinks
@FamousFoxFed
is worth:
10% of MadLads
17% of Tensorians
28% of Claynosaurz
31% of SMB
62% of Photo Finish
70% of Quekz
75% of Geckos
87% of DAA
90% of Okay Bears
Is the market right on this one, or is there some value here?
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🟠Top 10 collection by PFP usage
🟠 Art by
@zen0m
🟠 FoxySwap, Citrus, Rafffle, Token Market, Boombox
🟠 >$80,000 in weekly revenue
🟠>$1.4 million in treasury
🟠 3,315 SOL distributed to holders last 2 months
🟠 Goated team led by
@draxxts
and
@FoxyDev42
Bullish
@FamousFoxFed
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What makes an art edition stand out? This is a subjective question, but as an avid buyer of art editions I wanted to share my perspective as food for thought for artists who are pondering their next edition release. I hope it's helpful!...
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It's sad to see all the FUD that has been slung at
@FamousFoxFed
over the years.
❌ Swaps too expensive!
❌ WL token market ruined mints!
❌ Lost too many Rafffles!
❌ Swaps cut into royalties!
❌ Not enough rev share!
❌ Missions are too hard!
❌ Dev is mean!
Not enough 👇
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@FamousFoxFed
secured. Thanks to this new safari pirate straight off the floor. Happy weekend!
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For anyone who doesn't own a
@FamousFoxFed
NFT but is active on Solana NFTs, consider this: there is a lot of money to be made right now in the whitelist token market. I'm a small fish and I've currently made 6 SOL selling/flipping WL tokens on the Famous Token Market in a week.
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Top projects on Solana by market cap:
1. SMB 2/3: 714k
2. MadLads: 640k
3. Claynosaurz: 406k
4. FFF/TFF/Dens: 383k
5. GGSG: 319k
6. DAA: 285k
7. Solcasino: 284k
8. Heist: 254k
9. DFC: 246k
10. Aurory: 214k
11. Tensorians/Shards: 180k 🤔
That's it. That's the tweet.
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Is there a PFP that better represents
@solana
than
@FamousFoxFed
?
✅ Launched at end of Solana summer
✅ Strong community
✅ Based dev
✅ Nice guy co-founder
✅ Treasury 100% staked $SOL since FTX collapse
✅ Tons of OPOS tools/products
✅ (Still) Undervalued
Proud to rep 🟠
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.
@AnybodiesNFT
is down about 70% from it's all-time high from November. Below is a thread outlining the 10 reasons why I'm buying at these levels and excited for this project in 2023...
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Maybe not a hot take:
There won’t be any more successful brand/IP NFTs on Solana or Ethereum. The market is beyond saturated. And no new project will be able to spin a narrative of cultural significance like the surviving projects from last cycle.
If we hit some crazy adoption
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Brace yourselves, everyone. As $SOL moves higher we will start seeing more opportunists, scammers, and influencers showing (back) up looking for ways to cash in. Don't be so quick to part with your hard-earned $SOL this time around...
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Why
@FamousFoxFed
?
✔️OG project from Sept 2021
✔️Top 10 collection by PFP usage
✔️Art by
@zen0m
✔️Builders of ecosystem-leading products
✔️>$80,000 in weekly revenue
✔️>$690k in treasury (mostly in SOL)
✔️2,500 SOL distributed to holders last 8 weeks
✔️Goated team
✔️🟠
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@boredgentleman
I bought $100 of ETH in 2021, tried to stake it with LIDO, was going to cost over $30, said fuck that, converted it to Solana, never been back. Going to be a lot more of that in the next bull run.
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Friendly reminder that
@FamousFoxFed
is still bringing in $50k in weekly revenue, distributing over 200 SOL in weekly mission rewards and has a SOL denominated treasury worth $2 million USD. Bear market don’t phase them.
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Today is my one year anniversary in Solana NFTs. It's been a wild, fun, enjoyable, frustrating, instructional, nerve-wracking, painful, rewarding ride. It's a good time to reflect, so I'm featuring 11 learnings on my journey that I think are most instructive. Hope you enjoy...
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I'm always humbled by how much wealth is floating around in crypto. I love and appreciate MadLads, but the floor on that collection is > $20,000. I literally just bought new windows for my entire house for $20,000. That's some serious money!
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I now appreciate why people who have experienced multiple cycles crush it in this space. Solana is at $83, 800% higher than the lowest price I accumulated, and I feel nothing. Because it’s still so far from where it could/should be. So I just got about my day like normal.
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It's time for my weekly appeal for folks to add a
@FamousFoxFed
to their portfolio. There's simply too much going on here too ignore. Unlike other threads, I'm going to keep this one very short, sweet, and focused on how owning a Fox benefits you as a holder...
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Sold my first fox. Weird feeling. Bought it for 1.95 over a year ago. It was all I had at the time. All in on 🟠. Best decision I’ve made in web3. Why I’m here at all. Thank you
@FamousFoxFed
for delivering nonstop wins 🫡
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Why I don't bother farming
@MagicEden
. This poor fox wash traded 20 times in the last 2 hours. Great for ME and terrible for literally everyone else.
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Solana is up against the ropes. FTX is dead and contagion is imminent. NFTs are on life support. Then
@pop_headz
mints out a 10k collection and reminds us why Solana is the place to be. The road will be bumpy, but WAGMI.
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Humbled and grateful to everyone who thinks what I have to say on here is useful. Special shout out to
@FamousFoxFed
and
@KittenCoupNFT
for being my home bases and cheers to my new friends from
@TheChimpions
,
@skeletoncrewrip
, and
@NewBatCity
. We are just getting started!!
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After a lot of research I decided to invest in a second
@Astrals_NFT
earlier today (to add to the one I minted, s/o
@TheChimpions
for WL). Since this was my largest NFT purchase to-date, I wanted to share my thoughts on why this was the winning pick. 🧵...
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10% JUP
20% Fox
15% concentrated farming for drops
5% $SUI
50% $SOL
And 100% reason to remember to hold
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I could write a really long thread explaining why I'm excited to mint
@solsunsets
Suns:Saga. But it's actually really simple. The art from
@rgb0x00
is elite, and has been since they joined Solana in 2021. If you want to S-tier banner game on X, this is it...
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Seeing a lot of
@DeGodsNFT
and
@DegenApeAcademy
Chads showing off their new
@FamousFoxFed
buys. Appreciate you all! Is there any debate at this point where we headed Foxes?
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The
@SolanaMoneyBoys
never stop building. Hope they take some time to enjoy the holiday but appreciate the hustle! 🤝
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Dad, $SOL hit $3,000! That wasn’t the token you sold for $35 during Breakpoint in 2023, was it?
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I have a simple solution for anyone who is genuinely troubled by the increased
@FamousFoxFed
FoxySwap fee:
Buy a fox. You should already hold one for the culture anyway. Problem solved. Swaps are free for holders, along with all other tools they offer.
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Someone pinch me. I can’t actually believe I’m the owner of this stunning piece by
@fauzanbunz
. It’s perfect. Speechless. Daily reminder to visit
@formfunction
and
@exchgART
. You’ll probably find something you love.
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I guess $SOL is going to infinity. Is there a blue chip out there that offer $SOL rewards for holders?
Hint: 🟠
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Why would you buy this
@FamousFoxFed
for 24.8 $SOL? I have a few thoughts on why it might make sense...
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There are 4 main aspects that I believe, when combined, differentiate
@FamousFoxFed
:
1. Helpful, positive community
2. Access to quality NFT utilities that require $FOXY
3. Fun, inclusive art
4. Strong team that delivers results
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Solana is full of talented artists. Browse
@formfunction
or
@exchgART
and you'll find some amazing work (at all price points). I wanted to share a quick thread highlighting 15 artists whose work really stands out to me. Hope you enjoy! Shout out to the artists!!
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Which
#SolanaNFTs
are worth investing in for the long-term? There’s a guide for that!
✅ Summaries and key metrics for over 45 projects
✅ Updated weekly (current as of 3.14)
✅ Formatted for easy reading
Not financial advice. Just making DYOR easier!
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Wow, huge update from
@FamousFoxFed
regarding the den mint tomorrow. They are lowering the cost of dens by 33%, so Tier 1 now costs 10,000 $FOXY and prices decline by 2,000 $FOXY per tier until a low price of $FOXY for Tier 5. How will this impact the mint trajectory?
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2023 was exhausting.
Crypto is an unrelenting and noisy space by default, and the bear market ramped the despair up to a 10/10 on many days.
Now that things are looking up, my goal for this year is to keep things simple and focused.
Below are my guideposts in 2024:
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My third
@YORD_Wiki
review is up and it features the biggest project on Solana,
@DeGodsNFT
. Let's dive in...
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Proud to hold this crew of
@FamousFoxFed
.
Proud to own pieces in this art gallery:
If NFTs are going to come back, it's going to take holders showing some conviction and pride in their collections rather than buying tickets to the next pump and dump.
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Anyone else suddenly priced out of
@FamousFoxFed
? Might I suggest grabbing a transdimensional fox. Currently 1/6 the price of FFF but offers 1/4 of staking benefits when those go live soon. Grabbed an extra one myself to celebrate Mustache Movember and pair with Fox Dorsey
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