Hunter Solaire ᵍᵐ
@huntersolaire_
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🏹 | onchain and angel investing, trading, farming and sharing what i learn
Joined September 2021
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seeing a lot of fomo for investment rounds
it makes sense because you create deeper alignment between "KOL" and the company plus the profit potential is very high
you feel like a serious investor now - separated from silly retail
however, the demand for these
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NFTs have changed forever
You can now give holders 100% of royalties
and completely stop Blur and Opensea from setting royalties to 0%
Why you should care about this new kind of NFT (ERC721-C) 🧵
1/13
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2K
The $BLUR airdrop is going to print millions
and the smartest traders will come out on top
Here's your 3-step game plan to maximize this opportunity 🧵
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This Cryptopunk sold for 527230 ETH (Goerli)
That's Testnet ETH — the value should be $0
Here's how it happened 🧵
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The NFT Market is going through a MASSIVE reset
Projects we thought were blue chips are slowly dying
Here's why they're bleeding and how they can fix it 🧵
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Opensea vs Blur:
5 ways NFTs will change forever and how to protect yourself today 🧵
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Roadmaps are killing NFTs
It's time to stop promising Tokens or a Metaverse
This is what the BEST projects are doing instead 🧵
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Just a small $1.6M offer to grab the
#1
ranked Sewer Pass:
Mongraal made $706k playing 76 fortnite tournaments over 4 years
He can 2x his earnings after playing Dookey Dash for 1 week (he paid $9k for the pass)
Would you take the offer from Memeland?
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You missed the Pokémon card NFTs (shot up 1300%)
You missed Beef Brothko (0.03 → 0.9 ETH)
You missed the last 5 gaming projects (10-50x after mint)
Don't miss these 6 upcoming drops:
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Gaming NFTs are flying under the radar right now
Sugartown 0 → 0.4 ETH
Kart Party 0 → 1+ ETH
ZTX Genesis 0.06 → 0.31 ETH
Here are 7 other gaming mints you'll regret ignoring:
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1K
BAYC is down 85% from its all-time high
In 13 months they went from $451000 to $72300
Here are 3 simple reasons why BAYC has been crashing 🧵
1/9
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Missed out on $BLUR?
Don't have the time to farm for season 2?
If you own at least 1 NFT you don't want to miss this 🧵
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NFT Ecosystems are becoming too complex
Keeping up with announcements is now a full-time job
Here's 1 change you need to make to level up your NFT game 🧵
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Dimensionals went from a free mint to 3.5 ETH in under 4 hours
Don't want to miss out on the next big free NFT?
Then check out these 5 upcoming free-to-own mints🧵
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The Opensea Pro vs Blur battle is just beginning
If you're a trader or collector — this is what it means for you
(Hint: it involves tokens) 🧵
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The sentiment in Web3 has been depressing
If you're losing hope in NFTs — this is for you 🧵
1/11
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Most NFT projects are dead or running out of money FAST
9 out of 10 won't make it to the next bull
So here's 1 secret to finding NFTs that WILL survive the bear market 🧵
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Did you miss another 50x opportunity?
If you want to catch the next trend you have to understand why people collect NFTs like Nakamigos and what makes them successful.
Let's go through everything you need to know 🧵
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Everyone is talking about the same airdrops
Jito was life-changing because only 9,852 wallets were eligible
Instead of following the herd let's look at a few airdrops that are still going under the radar:
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Pudgy Penguins were each given over $5000 for free via $DYM
Oh Ottie received $ALT worth $12000 per NFT
Here are 5 more NFTs predicted to receive massive airdrops in 2024:
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"Pudgy Penguins is on track to sell $10M of toys in our first 7 months"
Not by staking for tokens
Not from selling you more NFTs
Not by promising you a metaverse
But by selling products to fans of the IP.
Two months ago that number was supposed to be $7M.
Now their plan is
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NFT Memes are 10x better than anywhere else
From Bored Apes to Pudgy Penguins and Doodles
Here are 5 tweets that changed NFT culture forever 🧵
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~40% of Nouns are quitting the DAO and claiming a refund
Noun
#1
sold for 613 ETH in August '21 ($1.9M at the time)
Now Nouns are only going for around 35 ETH ($40k)
Some holders think the $30M treasury is being thrown out the window
Here's what's causing problems:
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Yuga has been silently destroying its competition
and BAYC is the least relevant NFT in this story
This is how they're making it hard for other NFTs to compete 🧵
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Yuga is not a gaming company
Pay attention to what they're actually cooking 👀
The BAYC x BAPE clothing collab just dropped
Gucci selling 3000+ Koda pendants for $5.63 million
Wreck League x Yuga raising over $2 million with gaming NFTs
They all have one thing in common:
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NFTs without whales are suffering
Your favorite project is fading away and won't come back
Why whales have never been more important 🧵
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NFT Events are unbelievably cringe
But also a lot of fun
Let's look at 5 of the most viral NFT NYC moments 🧵
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Partners are leaving the creator league because of NFTs
CDawg (3M YT subs) chose to leave the program after he found out blockchain was involved
He's "embarrassed" to have promoted this to his audience
The problem is
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Heroes of Mavia went from $3 → $9 less than 5 days after going live
In 7 days Pixels is estimated to start at close to $1B on Binance
Here are 20+ gaming tokens you can get into before they launch↓
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95% of projects release updates no one cares about
Frank got over 50% of NFTs to bridge within 8 hours
Want your community to care about what you do?
Then follow these 4 simple steps🧵
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Big Time's token went from $0.01 → $0.30 in under 24 hours
The Grapes shot up 20x after they announced their token
ZTX Genesis did the same and ran from 0.06 → 0.71 ETH
You'd be crazy to ignore these 9 projects dropping tokens:
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Blur makes collecting NFTs way less fun
Floors are bleeding — rares are losing even more value
This is how Blur has changed the way we value NFTs 🧵
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Pudgy Penguins just revealed 3 major updates
They're sprinting past all your favorite NFTs towards mainstream adoption
I can't believe they're even bringing Club Penguin back
Here's all you need to know about 'A Brave New World' 👇
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NFT trading is dead right now
but the brands aren't
This is how NFTs will take over the world 🧵
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Everyone talks about how important transparency is in Web3
But no one ever tells you what to look out for
Before you buy ANY NFT
Make sure it covers these 5 aspects of transparency 🧵
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The MadLads floor is up to $9600 (160+ SOL)
That's 4.8 ETH
The best thing to do now is bet on the projects looking to become
#1
on different chains
Here are 3 of the most obvious candidates:
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The first 9 Ether NFTs just revealed
Do you like the art and will you mint the Dutch auction?
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9 out of 10 NFT projects are DEAD
Months of silence, old marketing tactics, lack of founder interaction
Overall, they just lack the fun we used to have in 2021
Rediscover the magic of NFTs today with these 5 communities 🧵
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The NFT market loves a good surprise
• BAYC's "mutants Saturday" tweet:
→ 23 to 38 ETH in 14 days
• Azuki's "check your wallet" moment:
→ 18 to 31 ETH in 5 days
These were some of the most exciting moments in these ecosystems because of the hype and speculation alone.
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Meta just killed their NFT integration on Instagram
While NFT haters are happy
I'll explain why this is actually bullish for NFTs 🧵
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gm ☕
Is 2 ETH too much for Azuki elementals or will it mint out at that price?
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The most anticipated NFT mint of the year
Hot or Flop: Everything you need to know about the next luxury NFT brand (Ether) 🧵
1/10
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Most NFT tokens are just as useless as meme coins
Selling low-quality merch and whitelist spots is not utility
Here's why tokens can ruin NFTs (1/14) 🧵
1/13
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Twitter is laughing at the Owls NFT for having no "utility"
But what do holders TRULY want? Airdrops? Tokens?
Here's the most underrated utility not enough people talk about 🧵
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NFTs will bleed fast if ETH keeps running
Collections have already lost over 30% of their ETH value
To find the NFTs that will survive - look for 1 common trait🧵
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Alpha is all over Twitter when you know where to look
I've gathered the most insightful posts from the week in one simple list
Use these 7 tweets to level up your game ↓
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So you've received your $BLUR airdrop — Now what?
Wait? Sell?
Here's 1 rule that can make or break your success 🧵
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NFT projects that don't get enough respect:
• CrypToadz
• Wolf Game
• Axie Infinity
• CyberKongz
Who's missing?
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Don't have a
@Memeland
whitelist?
Feeling regret for not owning Potatoz?
Here's 1 simple way to make money when you miss big whitelists 🧵
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Massive opportunity for Ether right now
The market is very disappointed with the Azuki reveal that much we all know
Ether drops their trailer today & mints in 3 days
You can now pick an Elemental for 1.74 ETH or Ether for 0.65 ETH
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What happened to Cool Cats?
Still one of my favorite PFPs to this day
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Cyberkongz went from 0.01 → 210 ETH ($735k USD) floor in 7 months
Genesis Kongz printed $500-1000 USD a day
Just in case you forgot how crazy the bull market can get
Imagine thinking NFTs will be dead forever
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proud to say i stuck through the bear market and finally hit 20k
what went well:
- spent time connecting to smart people
- spent the last 5 months farming airdrops
- created leverage via content shared on this account
what went wrong:
- didn't
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@NFT_GOD
Makes no sense to police specific behaviours without making you aware of it
Imagine if the government made you guess if something was illegal
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If you're farming $BLUR pay attention now:
These two mistakes are costing traders millions 🧵
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Finally grabbed myself a
@y00tsNFT
Spent a few weeks studying the collection and hunting down one I really vibe with. Feels good to join one of the most fun communities in web3.
Bring on y00ts²
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Most brand partnerships in Web 3 are TERRIBLE
48 hours of hype only to be forgotten a week later
Here's what NFTs need to unlock true mass adoption 🧵
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Big Time is giving away another 65 million tokens to players
Today that's worth around $41MM & players still have 5 weeks to grind
Last season's
#1
player received 1 million bigtime ($630k)
The best place to be a curious gamer right now is web3
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Happy the USDC and SVB drama is over?
Watching ETH rocket on your timeline?
Well NFTs aren't back to normal — yet
Until that happens here's why you shouldn't ignore this chart 🧵
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Pudgy Penguins can flip Azuki after their next release
Azuki is sitting at 5 vs Pudgy Penguins at 4.4
Luca and the team know how to:
• use IP to generate revenue
• build awareness outside of web3
• raise funding without selling more NFTs
The company's revenue in 2023 is
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prediction: i will claim 1 airdrop a week in 2024
that's 52 airdrops at least over the next 365 days
in the last 2 weeks alone we've had layerzero, starknet, dmail, dymension, frame, namada, parcl, kelp, ambient
airdrops popping up left and right that i've never even heard of
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Community is less relevant than ever before
Buying Punks or Azuki for 3 ETH is only the tip of the iceberg
This is what NFTs are turning into🧵
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The NFT market is tired of new PFPs
Whales have already bought their favorite bluechips for the next bull & NFT Twitter has 50-100k people with 5-10 million PFPs in their wallets
Now Moonbirds Mythics are about to start their reveal in 24 hours
What will be interesting is
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NFTs have really common top signals:
• this is the next BAYC
• wait until Asia wakes up
• this is the pullback before we moon
What else do we hear all the time?
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Not a fan of decentralized voting just to say you included the community
• They don't know anything about running an NFT project
• They don't know what experiences you have planned for holders
• They became fans because of the choices you made as a team
Look at the $APE DAO
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Alpha is hidden all across twitter if you know where to look
I've gathered the most insightful posts from the week in one simple list
Use these tweets to get ahead in 2024 ↓
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My dream NFT project:
• obsesses over community
• always keeps me guessing
• treats its holders like adults
• is willing to try new things and fail
• doesn't get tied down by a roadmap
What would you add to the list?
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Whenever someone says "NFTs are dead" just let them know:
• Lego
• Amazon
• Pokémon
• Star Wars
• Epic Games
are all getting into web 3
The future of NFTs couldn't be brighter.
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Gm ☕
Originally set my goal of reaching 10k by the end of 2023
Thanks to you guys we've smashed it - forever grateful 🙏 💛
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why aren’t more projects distributing whitelists to long-term holders?
- bored apes who held down from $500k
- pudgys that have been believers since mint
- azuki holders who stuck through 2 massive rounds of fud
these are the people who will hold your NFTs, not alpha groups
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Being early to web3 games is one of the simplest ways to make it
People are turning 2 hours of game time into $2000 by:
• testing video games
• giving feedback
• receiving tokens or NFTs later on
Run this playbook to get ready for these 5 upcoming games:
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gm everyone
let's lock in and have a killer week 👊
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gm friends 👊
what are your thoughts on the friend tech hype?
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Paypal is coming to NFTs
2 months ago they launched their stablecoin PYUSD
Today they are working on a normie-friendly marketplace
All 435 Million users will have access to their platform
Here's what the payment giant is bringing to web3:
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The best NFT PFPs in the bear market
Projects were ranked based on how they're handling the terrible conditions we've seen in NFTs over the last 12 months.
"Bluechips" like BAYC, Azuki, Moonbirds, Clone X and Doodles have all had a tough year.
What did I get wrong?
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highest conviction bags for 2024:
the time of buying 1 or 2 nfts from 100 different projects is over
to come out on top: pick 3-5 projects, build borderline insane conviction and grab as many as you can
5 of the easiest bets going into this year
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gm legends 👊
What's one NFT project you wish didn't rug?
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The first two Azuki Elementals were just revealed
Do you like the art?
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An award-winning movie raised $810 000 with NFTs
HBO thought it was so good they had to acquire it
Now the first viewing is going to happen in less than 3 weeks
This is why everyone bought into The Quiet Maid:
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I wonder if I won't make it
If all this time spent in web3 is going to be for nothing
Writing for 10 days without even 1 single post doing well
Then I go viral twice in one week only to get shadowbanned a day later
Making $1000 flipping an NFT only to lose $5000 because I
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Captainz flew from 3 → 6.5 ETH in under 30 days
Mocaverse just pumped 100% in the last week
Bored Apes went from 23 → 30 ETH
Sproto Gremlins ran 2.4x (0.5 → 1.2)
The secret about why they pumped is pretty clear:
1️⃣ Captainz
• $MEME
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can't believe all these PFPs were once above a 10K USD floor
lives of asuna
clone x
world of women
mfers
llamaverse
moonbirds
cool cats
killer GF
deadfellaz
veefriends
phantabears
flufworld
cryptoadz
hape
invisible friends
it's stupid how much money was locked in "community"
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Ether vs Azuki Elementals will be the next big debate
Ether drops a trailer in 2 days and everyone will compare the two. If people don't think it's at least as good it will hurt their chances of minting out. Hope they blow us away.
Which are you more excited about?
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NFT Floor prices are crashing
Founders want to sell their projects
If the bear market has been tough for you keep reading 🧵
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gm friends👊
are you spending more time on X or friend tech?
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An Animoca-backed project flew from 0.5 → 1.6
Pixels Online just went up 400% in 3 weeks
A Simpsons NFT just ran from 0 → 0.4 ETH
Many games with upcoming tokens are hot right now
There are simple reasons why these NFTs are pumping:
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the biggest lesson from this solana airdrop szn is learning to look in the places others are too lazy to explore
zig when everyone else zags
don't fade solana but think to yourself
where are people not looking right now?
a few examples come to mind ↓
celestia airdrops:
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people love to laugh at farmers but farming airdrops will teach you more about crypto than any podcast, spaces, or thread
wormhole ($w) today
parcl, tensor, nim and maybe zksync in april alone
learn-to-earn
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100% of NFT projects need to have a clear vision:
• Memeland: community company
• Azuki: community-owned IP
• Moonbirds: the art collectors' PFP
• Pudgy Penguins: web3's first IP company
• DeLabs: create the best internet membership clubs
Simplicity is essential.
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Founders don't get enough acknowledgment in web3
To be successful you have to:
• run a company
• tweet every day
• release airdrops
• avoid any dilution
• increase the floor forever
Otherwise you're a "rug"
If your founder is still building you're one of the lucky ones.
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Cyberkongz just announced their Genkai mint details:
• 0.25 ETH
• 9k supply
• 7k free airdrop for holders with a 6-month lockup
will you be minting?
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gm friends 👊 💛
another week of getting closer to our goals
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