NFTstats.eth
@punk9059
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Building charts and data that make NFTs a bit easier to understand. Chief Chart Officer at @memeland (CCO not CC0)
Joined October 2021
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Whindersson
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Mbappe
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Madres
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Joost
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Mother's Day
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Felipe Neto
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Bannon
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Dhoni
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TREAT YOUR ARTISTS EQUALLY
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Copa América
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Gill
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Bitget
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الامم المتحده
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Palermo
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Trenes Argentinos
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#GTvsCSK
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#الاتحاد_الاتفاق
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Thala
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Nasser
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SALVEM O DOGUINHO DO TELHADO
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Rahane
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$ATS
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الجمعيه العامه
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مجلس الامه
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Richarlison
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Pinned Tweet
I just revealed my GM Photography set with 205 travel photos I've taken over the past 15 years. You can see yours on OpenSea and hopefully Blur soon.
I was once obsessed w travel photography the way I'm obsessed w NFTs now.
My favorite shots manage to bring the differences and…
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I’m excited to say today's my first day at
@proof_xyz
as Director of Research
I’ve seen a gap in NFTs for research combining analytics & on-the-ground narrative. I built this Twitter w that in mind & see PROOF as the best platform to extend the work to a wider audience
(1/5 🧵)
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Bought a Kennel Club for 3.75 ETH. Sold it for 12.1 ETH.
Lost $500.
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NFT NYC is just a big wealth transfer from degens to Uber drivers.
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Ok. Long thread on the BendDAO situation:
1) They've run out of ETH. There is just 12.5 WETH in the contract.
2) What does this mean? People who lent money to others via BendDAO to buy NFTs on leverage can't pull their money out. About 15,000 ETH was lent.
(1/9)
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I see so many complaints that NFTs are hype only.
Gucci is hype-only. Diamonds are hype-only. Rolex is hype-only. Hermes is hype-only. High-end vodka is hype-only.
Humans gravitate towards brands that make them feel good. NFTs are no different.
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Current bag:
2x punks
1x BAYC
1x MAYC
1x M1 Serum
4x Kennels
1x Azuki
8x WoW
2x Doodles
5x BossBeauties
14x Quirkies
3x CryptoChicks
2x WomenAndWeapons
2x Clones
1x v1 punk
2x Robotos
2x Coolman
What do I need to add? What should I sell?
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Blast could very well drop people $1,500,000,000 in instant liquidity in two months.
So I post about it a fair bit.
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'
@CirrusNFT
just had a borrower default on a $150k loan for a
@tylerxhobbs
1-of-1 NFT which could easily be sold for $300k.
Instead of turning around and selling the NFT and pocketing the $150k extra profit, Cirrus pinged the borrower to see if it was an oversight.
Borrower…
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4500 ETH bid placed.
4500 ETH bid accepted.
$16,000,000 sale, the second largest on-chain punk sale ever.
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820 ETH: What Scottie Scheffler just earned for winning the Masters, after 20 years of work becoming the best of millions of golfers in the world
900 ETH: The amount my friend was just offered for an ape he spent $210 minting 11 months ago, and then did no work on
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A massive theft appears to be happening right now --- all these NFTs have been stolen from wallets... some of the absolute top tier apes.
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Coinbase NFT has done 5 ETH of total volume so far today. 🙈
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A couple of months ago, I decided it was time to find new opportunities in our space.
Today feels like the right time to make my departure from PROOF official.
I leave with only incredible memories and gratitude.
First to
@kevinrose
for trusting me with his platform in a way…
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Goose sells for $5.4mn, 3237 ETH.
In ETH terms it's the highest Art Blocks ever sold and nothing is even close.
Second highest was 2100 ETH.
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If the floor fell yesterday, is it likely to drop again or go up today? What about if it went up yesterday?
NFTs are momentum assets. Buying dips hasn't worked well and buying strength has. A quick thread:
🧵👇 (1/6)
.
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Imagine buying $50k of Apple stock on eTrade & getting a message 3 hours later that you can never sell it
And it's flagged so selling on Robinhood only gets you $40k
You did nothing wrong, just trusted eTrade & got unlucky
That's
@opensea
's frozen asset policy
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We're seeing a regular trend in 2022 with airdrops.
1) NFT pumps ahead of the drop
2) The combined value of OG NFT + drop tanks
See 4 charts for examples.
(1/2)
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Machi just dumped 39 BAYC for $2.7mn. The follow-on dumps after he sold sent the price below 35 ETH.
The good news is a bidder stepped in to stop the bleeding.
The bad news is that bidder was Machi.
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There were 3000 projects that had at least one sale at 1 ETH or higher in 2021
65% of them haven't had a single sale above 0.1 ETH in the past 3 months.
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500 ETH on a floor ape so the insta post ape would perfectly match his lyrics. I kinda love it.
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Bear market thoughts:
1) Even if we're early to NFTs, we're probably not early to most NFTs we own. It will be hard for a lot of these brands to rebound.
2) If you want to buy dips, find teams that have capital, vision, and a willingness to grind through slow times
(1/4)
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Comparing BAYC, Azuki, and Moonbirds ETH prices, days after launch
Things are getting crazier and crazier 🚀
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Wow. I found this really surprising:
So far in June, Goblins have made more in royalties than Yuga, Proof, RTFKT, Doodles, WoW, VeeFriends, & Azuki **combined**.
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Machi got out of his punks position and has now realized ~4600 ETH in losses since Airdrop Season 2 began.
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Some thoughts on this hack.
1) Millions of dollars of NFTs were stolen. I've never seen anything of this size. Some of the absolute top apes -- a few worth $300k+ -- were taken.
2) It appears to have hit people who did trades on NFT Trader in the past and still had permissions…
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What a KING move.
@GordonGoner
buys this Zombie punk for 600 ETH.
The man said he was going to buy some non-BAYC NFTs.
He meant it.
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I FOMO’ed into
BAYC at 37
Azuki at 8
Doodles at 7
Clones at 6
Kennel Club at 5
Moonbirds at 10
FOMO has treated me pretty well so far.
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Going to Blockchain Conference in Korea ✅
Got Squiggle shaved in my head ✅
Ready to go.
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BAYC had 2.5% royalties but made Otherdeed 5% royalties
Why? Cause Azuki, Clones & Doods had 5% and no one cared
Goblins are now 7.5% and no one cares. Makes me worried about precedent
Short-term, FOMO rules
Long-term, these royalty increases decay so much ETH from collectors
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An Ape minted for 0.08 ETH less than a year ago is now worth 213.7 ETH, when you include the Ape, Mutant, Kennel, and ApeCoin. This is an all-time high for the set, up 2663x in ETH terms.
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4 things I've learned about how NFT floor prices move:
1) NFTs are momentum assets. Floor prices are more likely to go up today if they went up yesterday.
(1/4)
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OpenSea volume collapsed among top sets yesterday.
Just 1800 ETH between these sets:
BAYC, MAYC, BAKC, Otherdeed, Doodles, Azuki, CloneX, Punks, Meebits, Moonbirds, WoW, CoolCats, VeeFriends
Last time this metric was so low was November, when many of these sets didn't exist
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ETH going down is supposed to be good for NFTs? Not in 2022.
1) The idea that ETH down is positive for NFTs has simply been false over the past 5 months. ETH and NFTs have broadly risen and fallen together.
(3 quick tweets 🧵👇)
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Wow, another 20 punks traded in an hour. Either just massive momentum or someone knows something. I’ve been following punks a long time; this is pretty unique volume.
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If you're thinking "damn I wish I had loaded up on Apes in November, when the floor was below 40 ETH"...
We're at that exact same price in USD right now. Floor was $173k USD then, which is the current USD floor.
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On VV Checks, Jack Butcher has made
$128,568 on mint
$385,806 on royalties
----------
$514,374 total
Vincent Van Dough's derivative of Checks just made more than 3x that in a day.
$1,641,296 on mint
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I bought some BTC on RobinHood in October, 2021.
After 2.5 years, the position is now up 2.4%.
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Only in NFTs would:
1) Someone build a derivative/imitation of checks and raise $900,000 in 20 hrs
2) The original checks artist change the art to be identical to the derivative
3) People keep buying both, sending OG check floor to 1.55 ETH and minting 10,000+ derivs per hour
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The craziest thing about someone bidding $3,000,000 just now for something that’s actually — finally — totally worthless is the owner wont even accept it.
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This stat blows my mind
Doodles are up 190x vs mint
BUT the floor has gone down 103 days & up just 93 days
How is this possible? It's actually true across NFTs. They grind lower & crash higher
👇quick🧵 (1/5)
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Thanks all for the 100,000 follows (though the rises and falls are so quick maybe I’ve lost it by the time you see this)
I created this account cause I saw enough economic activity and connection in cartoon JPGs that I thought the space deserved to be taken seriously with…
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Nakamigos have already done more lifetime trades than Bored Ape Yacht Club (36189 vs. 33475)
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$WIF is worth 0.06% of what Apple is worth and Apple doesn’t even have a hat.
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This is a pretty crazy one.
This
@DeGodsNFT
#9376
was stolen in a hack and the collection raised the royalty on that one NFT to 98%. This meant the seller will never make money selling the NFT.
I guess you can do that in Solana.
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Market response to Azukis and Goblins after founders doxxed:
Azuki: "We don't like the founder's reputation/past. You should never trust undoxxed teams."
Goblins: "We like the founder's reputation/past but we prefer the mystery of undoxxed teams."
It's a confusing game.
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This trend continues: BAYC, Azuki, CloneX, Doodles & now Moonbirds separating themselves from everyone else.
I've talked about large-caps outperforming, but it's really the top-5 projects driving all the gains.
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my goodness... vv checks hitting 1 ETH floor
from $8 to $1675 in 25 days.
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A wallet took a loan against top-tier NFTs.
Later didn't have the ETH to pay back the loan
My friend took over the loan & gave the wallet some ETH because the NFTs were worth a lot more than the value of the loan
The wallet took that extra ETH & put it directly into $PEPE
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A 🧵on OpenSea's royalty decision:
1) This was a huge surprise & brave move. OS is risking market share which is already down (see chart) to defend royalties
Every other marketplace in ETH AND SOL has shown they care more about market share than defending creators
1/7 👇
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Azuki event is a space transformed into a legit museum. With a tattoo parlour. Pretty dope. Much more diverse crowd than the other events I’ve been to.
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Another bizarre mainstream media headline. Most NFTs have always been worthless.
This is a massive bear market…
But STILL 10,000 squiggles still cost $15k each.
1000 denzas cost $100k each
10,000 punks $70k each
And the monkeys are $40k+ each too
Etc etc
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After seeing a Bitcoin Rock sell for $111,000 this morning, someone thought that $209,000 for an OG EtherRock was a steal and pulled the trigger.
(bitcoin rock which sold is on the right, ether rock on the left)
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whoa $TURBO now $186mn market cap.
while we had infinite regret about $PEPE this one did a 3x in the past day
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When is more volume in WETH vs ETH?
1) It means sellers are taking exiting bids & running
2) We just had a ytd high of WETH as a % of total volume (24%)
3) WETH slowly picks up in a downturn & seems to peak when mkt bottoms
Chart is my large-cap NFT index & WETH/ETH ratio
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Airdrop farming is not for the weak at heart.
Machi now at 3500 ETH in realized losses (before gas fees) after unwinding most of the gitcoin trade which went all kinds of wrong.
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This 0-trait punk sells for 500 ETH.
It's the first 0-trait punk sale in 18 months. The last one sold for 550 ETH in Feb, 2021.
On Dec 30, 2020, this same punk sold for 190 ETH.
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You can now buy an Azuki on Blur (15.4 ETH floor) by paying 1.9 ETH upfront and paying the other 13.5 ETH later. Daily interest is 0.15%.
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Pretty crazy. A minted bored ape + airdrops is now worth $650,000. Up more than 3100x from the $208 it cost to mint less than a year ago.
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There's one NFT I've wanted for years.
But someone else got it before me. I thought it was gone for good, so I found alternatives.
But recently I saw that person let it expire!
So I grabbed it.
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A massive Sunday rally in effect:
Pudgy Penguins: +32% to 10.2 ETH
Kanpai Pandas: +69% to 1.4 ETH
Azuki: +13% to 6.8 ETH
World of Women: +52% to 1.36 ETH
Cool Cats: +29% to 1.1 ETH
Sappy Seals: +74% to 0.74 ETH
Doodles: + 14% to 2.4 ETH
Milady: +20% to 3.7 ETH
and lots more.
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The swings in this space are crazy
A week ago, punks did 6500 ETH of volume in one day.
In the past 24 hours, punks did 0 ETH of volume.
First time doing 0 trades in a day since November.
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NFTs are truly incomprehensible to most people who haven't traded/owned them. And the people who are into them spend 8 hours a day on it.
It's one of the widest comprehension gaps I can think of between people who do & people who do not.
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Regardless your view on Yuga, I think we all can agree that Rider Ripps apes are going to zero.
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Wow my word wtf someone just swept 6 alien nodemonkes for 53.45 BTC my goodness.
$3,350,000 wow.
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I see risk around all the airdrops happening.
They worked for BAYC, Azuki, and CloneX.
But for WoW, CoolCats, and AlienFrens, the complete sets are now lower than the OG tokens were before drops (see charts).
small 🧵on this 👇(1/4)
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Big issue faced in Ordinals, summed in a few pictures:
1) Buyer buys a new NodeMonke. Tweets about it.
2) MagicEden says "sale is done" in its sidebar, suggesting the NodeMonke is his
3) Floor is now higher and snipers in the Mempool see they can get a NodeMonke for 0.59 when…
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Two weeks ago, XCOPY minted an open edition of a fly image for $2.30 each. People bought over 1,000,000 of them.
A week ago, a token $FLIES was created. You could wrap your open edition NFT for a token.
XCOPY endorsed the token today and the price jumped from $4 to $20 and…
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Big day for brand partnerships.
Azuki is going to be on Red Bull F1 Car & Pudgy Penguins are teaming up w Kelloggs.
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Forgot that I had a wedding to go to when I shaved that squiggle in my head.
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Plan: move USD -> ETH -> JPG for this great trade opportunity… have more money after.
Reality: move USD -> ETH -> JPG -> new JPG -> new JPG -> new JPG & never see the money again.
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Just a sad and brutal hack --- through a fake whitelist BAYC site. 370 ETH stolen, on top of these 5 apes.
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NFT lies:
“Found my forever ape” (lists a week later)
“I know everybody says they’re in it for the art, but” (pretty sure nobody says that anymore)
“I’ll sell if it goes up 2 ETH” (delists into next pump)
“xyz is undervalued” (then buy, don’t tweet)
Any favorite NFT lies?
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In the past 36 hours, FriendTech has paid creators $1,100,000.
All ETH NFT exchanges combined have paid creators $140,000.
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All these lady apes being sold for 5-8 ETH to accounts created this month that have never bought an NFT before….. a bit sus 🤔
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It feels like the once-was NFT community has moved into many different branches:
1) Memecoins
2) Farcaster/$DEGEN/Base
3) Ordinals and Bitcoin
4) Farming Blast
Totally different ecosystems and each is pretty all-encompassing.
The feed is all over the place.
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In March, 2021,
@terrelldom
left a job at FedEx and minted this piece on Foundation.
It sat there for 5 months without a single bidder. It eventually sold for 0.15 ETH.
(1 of 3) 🧵👇
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This is crazy.
FIVE of OpenSea's top 15 projects are Goblin Derivs.
40% of the top projects are related to goblins in some way.
Goblins didn't exist 2 weeks ago.
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Brutal. Punk 685 was just sent to the burn address. Perhaps the owner made a mistake when trying to wrap it. RIP.
h/t
@robertjfclarke
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The punk buying wave just keeps coming.
18 more were bought in the past hour. Insane.
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This Ordinal
@degodsNFT
just sold for 3.56 BTC (56 ETH)...
that's 60% higher than any Yuga ordinal has sold for thus far.
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This is a big-deal upgrade from
@opensea
. Thank you for including royalties front-and-center on the collection page.
I've always said: The best way to vote-with-your wallet on royalties is to buy NFTs that charge low royalties. Collectors have a choice. This makes that easier.
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I’m kinda surprised that Coinbase gave up so quickly.
From weekly launch partner announcement to radio silence.
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One of the reasons FriendTech has taken over your feed: total fees paid to "creators" in the past 10 days:
FriendTech: 4,090 ETH
All ETH NFTs: 610 ETH
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I think sweeping 34 Moonbirds at once in this market isn’t a great strategy.
Supply will fill back in and floor will trend back lower. Coulda saved ETH by buying more slowly.
Sweeps work well in hot markets for creating momentum but not this one.
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Machi is dumping a LOT of apes at 58-60 ETH.
He bought these from Mando/OSF for 76-78 ETH 3 days ago.
This will likely trigger some BendDAO auctions as well.
Buyers are the other main farmers.
Machi still owns 100+ apes.
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Never occurred to me that keeping ETH on a ledger was safer than keeping USD at Silicon Valley Bank but here we are.
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Despite all the volume happening, the majority of NFTs in each collection are just sitting in wallets.
90%+ of Moonbirds, MAYC, CoolCats, Meebits, CloneX haven't traded once this year
93.5% of BAYC haven't traded
97.5% of punks haven't traded
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I love this quote by
@GordonGoner
.
"Like everything, attention comes in cycles. Someone takes an unpopular thing and does something interesting and cool with it, and it gets adopted in the mainstream, and it becomes uncool again. Rinse and repeat forever."
This is the story of…
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Floor price changes in ETH terms from Dec 31, 2021 to now (makes 2022 seem uneventful!):
CryptoPunks: 64.6 --> 65.5
BAYC: 67.3 --> 75.0
Doodles: 6.4 --> 6.7
CloneX: 4.0 --> 6.1
World of Women: 2.1 --> 1.9
Meebits: 2.8 --> 4.0
Chromie Squiggle: 6.8 --> 15.9
Fidenza: 78 --> 89
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