TheGovernor.eth
@thegovernoreth
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Web 3 Collector and Builder | Genesis Cohort @midnightlabshq | BAYC 7356
NYC
Joined June 2021
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Ripped a t00b and pulled this absolute beast of a
@y00tsNFT
. Double gold with matching aesthetic happy hoodie 🔥
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Alright
@Azuki
fam, finally entered the Garden for the first time with this dope pickup. Would love to follow both OG and new holders
#AzukifollowAzuki
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Been making an effort to add more art by prominent and promising Web3 artists this year. My latest pickup: Let’s Walk by
@deekaymotion
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Been seeing a lot of people on Twitter question the upside left for the
@BoredApeYC
ecosystem. At current entry prices of 60, 10, and 4 ETH for each tier, it's hard to fathom how much more upside potential remains. Here are my thoughts on where we're headed from here:
🧵⬇️
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Pulled this super clean
@y00tsNFT
with the
@frankdegods
headband trait. Let's see everyone's y00ts ⬇️
#y00tfollowy00t
🫡
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PORTAL PRESALE IN 72 HOURS 🚀
I’m packing my bags for the $Portal presale game - are you ready?
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Finally got around to adding an
@XCOPYART
to my collection 🔥
Would love to connect with more art collectooors
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Added a second
@y00tsNFT
to my collection - channeling Bron down 3-1 energy to tune out all the crazy news this week and move forward
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Those who have been following me know that I've had 3 big conviction play threads so far:
@BoredApeYC
, Clone-X by
@RTFKTstudios
, and
@capsule_house
- all of which have done very well.
Here is my 4th. With the exception of BAYC, this is my HIGHEST conviction play so far. 🧵⬇️
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I've never been outspokenly bullish about any other project other than BAYC on here, but this is why I believe Clone-X by
@RTFKTstudios
will be one of the biggest projects (alongside BAYC) for years to come:
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My
@y00tsNFT
are locked and loaded. I feel the excitement brewing - we're just getting started on Poly 🚀
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Saw
@dmtnatcats
keep popping up on my timeline the past few days and at first I wrote it off as an influencer shill, but after diving deeper into researching them, I decided to pick a few up. Here's why I'm bullish ⬇️
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Always loved
@TimpersHD
's art so I'm glad I finally got to pick up this fire-breathing !chimp
@ChimpersNFT
#chimpfollowchimp
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Looks like season 2 is in full effect already 😅
Will like/comment back, let's support each other 🫡
@Portalcoin
We're proud to release the Portal Whitepaper.
More of our vision will be revealed as we approach launch - Portal is building for all of Web3.
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Picked up a
@nodemonkes
yesterday as my first Ordinal and happy to see it cookin' 🔥
It checked all the boxes for me:
-Unique, recognizable art
-Sub 100k ordinal
-Interest + demand heating up in the ordinal ecosystem
If you have a monke, would love to connect 🤝
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Since my last post,
@nodemonkes
unique owners went up from 3k -> 3.5k and the floor is steadying right under 0.3 BTC. That may be a hefty entry price for new buyers, but here is why I remain bullish: 🧵🔽
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Finally hit level 10 with a day left thanks to y'all 🫡
Let's see how far we can go
Help me make one last push for points - will return all the love 👊
@Portalcoin
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Always admired
@deekaymotion
's work from afar but this bear market finally let me cop this amazing piece 🤩🧙
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Only two more days left in the season 👀
@Portalcoin
Crazy seeing people with millions of points on my timeline, but we stay grinding 🫡
Anyone who needs a last minute boost, like/comment and I'll get you back 👊
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Probably the best art I've seen in awhile and I don't say that often. Looking forward to mint
@adam_ape_
🔥
🍞 PUREBRED REVEAL 🍞
"The Shocker"
No, not that kind of shocker. This sparky fella can channel the incredible power of lightning storms to fry you to a crisp. Not super fun, but the silver lining is that he will also recharge your mech’s battery for free.
VOLUME UP!!!
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17 ETH CloneX floor and 4 ETH SpacePod (free airdrop) floor from a 2 ETH mint. Hope you listened, anon.
@RTFKTstudios
I've never been outspokenly bullish about any other project other than BAYC on here, but this is why I believe Clone-X by
@RTFKTstudios
will be one of the biggest projects (alongside BAYC) for years to come:
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The bar is low for y00ts Season 2 to blow everyone out of the water. Trusting that
@frankdegods
and the
@y00tsNFT
team will deliver 🙏
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Pretty new to the Sol community but would love to follow some of y’all….can we get a
#y00tfollowy00t
going?
@y00tlist
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While all attention on Base is on memecoins (rightfully so given volume and liquidity), I believe there's an opportunity in NFTs that I'm not seeing talked about as much.
My bet is on
@based_fellas
and here are some reasons why I'm bullish 🧵⬇️
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Two days till
@y00tsNFT
szn2 begins. Ready for some excitement in this boring market. Chillin with max staked y00tpoints 🫡
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It ain’t much but it’s honest work 😅
Let’s all keep grinding and help each other reach level 10 🤝
@Portalcoin
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My 3rd conviction NFT play 🧵⬇️
Those who have been following me know that I've only been outspokenly bullish about two projects so far:
1)
@BoredApeYC
in June
2)
@RTFKTstudios
Clone-X in October
Here is my latest pick:
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Hope
@yugalabs
owns up to the fact that this drop was not handled well and makes it up to the community. Feel terrible for those who were excited to join the ecosystem but couldn't fathom paying 2 ETH for gas (rightly so). All this coming from a Yuga/BAYC maxi.
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The de(ID) verification was such a simple concept but so effective. Also seeing a lot of y00ts on the timeline excited for what's next.
@y00tsNFT
szn2 about to go HARD 🔥
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I've bought and sold tons of NFTs in the past 15 months, but I'm sitting comfy holding these three. Betting that these three juggernauts will continue to move the space forward
@yugalabs
@RTFKT
@proof_xyz
🦾
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Long way to go but here to farm together with everyone
@Portalcoin
Show me some love and I'll do the same 🫡
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11) So the next time someone tries to shill you a small NFT project claiming it will 100X, while stating that BAYC has limited upside, remember: it's only been 8 months and we're just getting started.
#BAYC
🦧🚀
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I rarely see matching aesthetics across different NFTs, but these were a no-brainer from two of the top pixelated art projects. No wonder the birb is annoyed.
@ChimpersNFT
@moonbirds
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My absolute favorite moment from Apefest wasn't watching Weezy, Snoop, or Eminem perform, but when
@GordonGoner
said he recognized me from last year's yacht party. We love the founders 🦧❤️
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GM, all you degens helped me reach level 2 overnight 🫡
If we're gonna be annoying on the timeline anyways, might as well go all out 😂
Let's keep farming together fam
@Portalcoin
Like/reply with your Portal post so I can show love back!
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2)
-A hypebeast style global clothing brand?
-A top 5 blockchain game?
-A physical clubhouse with exclusive events for holders?
-A leading Metaverse DAO comprised of the most creative and innovative minds in this space equipped with millions of $$$ in its treasury?
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Picked up a Tensorian on this slight dip. Seemed like a no-brainer with how smooth and easy to use
@tensor_hq
has been. To the Shipyard you go 🫡
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7) To put things in some context:
BAYC ecosystem current market cap: $2.3 billion
Supreme mc: $2 bill
Axie Infinity mc: $6.3 bill
SHIB mc: $20 bill
Meta mc: $950 bill
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The
@Treasure_DAO
ecosystem on Arbitrum. Although this isn't a single NFT project and something much bigger, I'll attempt to analyze this using the FABRIC method by
@GiancarloChaux
to stay consistent with my previous threads.
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Can’t pinpoint what it is exactly, but the way
@GordonGoner
thinks and speaks just brings back the unparalleled feeling of the early days in the swamp. Great to have you back more active and great interview by
@lorepunkdoteth
👏
I spoke to
@gordongoner
on Yuga, markets, health and more:
I’m so grateful for the help of everyone at
@nftnow
, the beautiful images of
@rainerhosch
, and the helpful, kind insight of Gordon—who has given us a follow-up interview full of alpha and wisdom!
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My 5th conviction NFT play 🧵⬇️
Those who have been following me know that I've had 4 conviction plays so far: BAYC, CloneX, CapHouse, and TreasureDAO. Though each have had varying degrees of success, all four projects have quality teams that are consistently building.
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1) To start, we need to move away from the notion that BAYC (and Yuga Labs) is simply an OG PFP collection. Many people are still stuck on the fact that a monkey JPEG is worth $250,000 and can't wrap their heads around the bigger picture and where this is all headed.
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4) So where does this all lead to? The one thing that connects them all: the impending $APE coin. We have yet to see a token that has the potential to offer as much IRL and digital utility that $APE can down the road.
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3) It's not farfetched to think that BAYC can be at least 3, if not all, of the above. There's simply no one making waves both in the Metaverse and mainstream culture like BAYC is, and we know that Yuga Labs is truly a pioneer in this space.
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Giveaway 🎉🎉
To show my gratitude for hitting nearly 5k followers, I'll be doing my FIRST ever giveaway of 1 Uncommon
@ChubbyKaijuDAO
(~0.18e) and 1 hoodie
@NounPunks
(~0.1e) for two separate winners!
To enter:
-Follow
@thegovernoreth
-Like & RT
-Tag 3 frens
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Just pulled this fiery lil birb. Matching aesthetics absolutely on point.
@moonbirds_xyz
#birdfollowbird
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5) We know $APE will be the main reward in the upcoming P2E game. It may also be used in the future to purchase both physical merch + digital goods in the Metaverse, as well as act as a governance token for the DAO. Perhaps most powerful of all, it may become the next $meme coin.
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I was lucky enough to pick up a pre-sale eligible item fairly early on as I had a lot of faith in this project and I plan to hold all 3 mints long-term. FWIW the last time I did a thread like this was in June with BAYC when the floor was under 2 ETH. 😉 DYOR and NFA!
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Sold both $ENS and $SOS way too early. Next free airdrop I'm gonna diamond hand it and the price is gonna tank just watch 😂🤦♂️
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6) Don't get me wrong, I agree that $APE is definitely priced in to a certain degree at current levels. But I truly believe that looking at the growth these past 8 months and seeing how BAYC is positioning itself for success, we are just scratching the surface.
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10) With all this in mind, one thing that is needed for the NFT space to truly take off is regulatory clarity and rules around fractionalization and loans against NFTs. With the top crypto attorneys on board, I believe BAYC is well positioned from a legal standpoint.
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While Reddit NFTs are taking over Twitter by storm, I'd like to share my 6th conviction play.
Here are my conviction play threads so far:
-BAYC at 2e
-CloneX before mint
-Treasure before Bridgeworld
-Capsule House
-Midnight Labs
This is my 6th conviction play:
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My man
@GiancarloChaux
is hands down the best NFT Youtuber in the space. Always gives objective, clear insight on both the macro + micro picture of NFTs. Looking forward to more 🔥 content in 2022. Def go follow him!
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Inspired by
@GiancarloChaux
's latest video on lessons learned over the past year of being in the NFT space, I'd like to share 5 tips myself. I'm by no means an expert but hopefully these tips help newcomers and veterans alike. 🧵⬇️
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When
@BoredApeYC
said they would take care of apes and mutants, they weren’t lying. Thank you for an insane 4 days of Apefest 🔥🔥🔥
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8) This doesn't take into account that NFTs, DAOs and the Metaverse is all new tech and there is no comparison to existing models, but we know there is tremendous growth potential and that the masses, both retail and corporations, are coming.
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This NFT "bull run" feels and looks a lot different than the previous one IMO - less cash grabby projects insta minting out and more liquidity consolidating in high quality projects, rather than flipping. Seems like the NFT space is collectively getting smarter 🧠📈
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Good way to onboard normies 🫡
The Portal Wallet, a Web3 wallet built for the mainstream user.
No more seedphrases. Compatible with Discord, Google, and more. The world's access point into the Portal Ecosystem.
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There is absolutely no brand cutting into mainstream AND metaverse culture simultaneously as
@BoredApeYC
is doing. And in case we’ve forgotten with how insane Apefest has been so far, we’re literally only on the first item of Roadmap 2.0. THIS is how you deliver on an NFT project
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It's evident that
@BoredApeYC
is at the perfect intersection of merging NFTs/DeFi/DAOs with culture/fashion/gaming. With the latest announcement, there's an undeniable feeling in the air that this is truly the next big brand, the first born out of Web3.
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9) We've already seen Adidas partner with BAYC, cementing the latter's position as a leader in the space. Going forward, we'll only see more collabs that will further BAYC's reputation in the Metaverse, making it a physical and digital brand that is highly sought after.
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One of my fav moments this week:
Random Lady: what’s this line for?
@danielgothits
: BAYC, it’s an NFT and we’re in line to get on a yacht for free
Lady: wow how do I get on?
daniel: all you need to do is buy one of these apes they go for just a little over $100K
Lady:
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@capsule_house
by
@seerlight
,
@Kaejunni
,
@itsoksami
.
Just like with my Clone-X post, I'll be using the FABRIC method coined by
@GiancarloChaux
to analyze and explain my long-term conviction in this project.
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For those who have yet to venture outside of NFTs on ETH (I was guilty of this for a very long time), it's time to wake up to what
@Treasure_DAO
is building with $MAGIC. An inter-operable multichain universe is coming soon and I have no doubt that Treasure will lead the way.
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Waited until what felt like the bloodiest day in the markets to pick up this weapon Koda 🔥
If any hunter maras try to come for my resources, you best bet they’re gonna get a nice whoopin 😂
Looking forward to LOTM
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“Apecoin is down 10% cause the SEC is probing? Guess I’ll load up on it since staking is coming 🤷"
👆 This is the type of degen mentality you never fade 🤣🤣🤣
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Big announcements coming 👀
Bullish on
@Portalcoin
Since Crystal Dash launched, together, we’ve been taking over.
Over 1.3 million tweets. Top 10 trending topics on Twitter.
Portal’s mission is to drive web3 gaming forward.. We’re just getting started.
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Being such a complex and intricate ecosystem, there are so many more aspects of Treasure that I simply can't cover in a single thread. I encourage everyone to read the WP, check out the Treasure discord, and also check out some great posts by
@Anonn_eth
@branavann
@ThisIs_M1nH
.
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@jpegprez
@yugalabs
@cryptopunksnfts
@BoredApeYC
Punk for downside protection, Ape for upside reward
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1) The art is not only CLEAN, but it is unique and very recognizable. I had a very similar feeling when I first saw NodeMonkes - a lot of people called the art trash, but the way they were very unique made them fun to collect. I feel the same way about Natcats.
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Got my perfect aesthetic match ape + dog combo! Super bored cowboy cheetah ape and christmas doggo. LFG!
#NewProfilePic
#BAYC
#BAKC
#CheetahGang
#ApeStrongTogether
#Apefollowape
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As always, NFA and DYOR. See where this deep rabbithole takes you and I hope you'll come out as big of a believer in $MAGIC as I am. 🙂
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