Discover and read the best of Twitter Threads about #doodles

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Series 10: Real Builder in Winter | @JPEGd_69 – Tham Vọng Quá Lớn Liệu Có Thành Công?

Thread bao gồm:
1⃣ Tổng quan về #JPEG'd
2⃣ Hành trình & Thành tựu đầu tiên
3⃣ Vì sao JPEG'd khiến mình ấn tượng

Retweet để ủng hộ @HakResearch nhen mọi người ơi! Image

1⃣ Tổng quan về #JPEG'd

🧙‍♂️ Định nghĩa về @JPEGd_69

JPEG'd là một nền tảng CDP là viết tắt của Collateralized Debt Position tương tự như Maker DAO đã quá nổi tiếng với DAI trên Ethereum, tương tự vậy JPEG'd chấp nhận các tài sản thế chấp là những bộ

sưu tập NFT Blue-chip như #CryptoPunks, #EtherRocks, #BAYC, #MAYC, #Doodles, #Azuki, Pudgy Penguins, CloneX hay Autoglyphs để phát hành ra #pUSD (stablecoin) hoặc #pETH.

Có thể hiểu rằng pUSD và pETH sẽ là trọng tâm trong việc phát triển của JPEG'd bao gồm xây
Read 40 tweets
Is @doodles the biggestblue chip rug?

1/ 🚨 #DoodlesNFT drama unfolds as the project's direction takes an unexpected turn.

I'm diving into the controversy surrounding its $704M valuation, recent statements by the founder, and community reactions. Thread👇 ImageImage
2/ #Doodles has reportedly attracted 250k ETH and $54M in VC funding.

But now, @poopie, the founder, claims that they're "no longer an NFT project."

It's like Ferrari announcing they're switching to construction. What's going on? 🤔 Image
3/ With such a sudden change, it's no surprise that many investors are feeling betrayed.

Questions about the founding team's intentions and credibility are now more relevant than ever.

Are they just a group of greedy kids manipulating the market? 💰
Read 8 tweets
各种Mint了上千个归零小图片 #NFT 后,终于学会了自以为正确的姿势,最近重仓的几个 #NFT 图片都进入了相对稳定的增长曲线,新一代蓝筹应该能抓住一两个吧,就算没成为蓝筹,增长倍数也足够了。总结一下目前采用的几个 #NFT Alpha评估指标(别问我下面谈的指标哪里找DYOR)
1/#NFT Holders % vs Unique #PFP %:很多人只关注 Holders%,感觉这个比率越低项目方控盘越强不敢进入,从而丧失机会。优质项目应该是在前期由一批有影响力的人共同推动市场,所以Holder%和Unique #pfp %的相对比例更重要,尤其是大 #KOL 中的Unique #PFP %,这时可以同时参考Top Whale Followers
2/蓝筹指数(BC Index):新的 #NFT 持有者中持有蓝筹 #NFT 的% ,这个指标包括了一批蓝筹NFT,如 #BAYC #Azuki #CloneX 等,但我最看中的还是同时持有 #BAYC 的数量,因为 #无聊猿 的持有者更趋于长期钻石手且资金实力和影响力都最大。而其他所谓的蓝筹如 #doodles 还面临很多问题可能会跌出蓝筹
Read 6 tweets
Project Analysis – @doodles

With the #NFT market still bearish (sentiment score: 13), we are still seeing movement on established collections.

#Doodles had a surge in sales volume ranking top in the charts and boosting the BC Index.

Let's dive into its performance metrics 🧵 Image
2/ Background

Created by @burnttoast, is a #PFP collection that launched in mid-Oct 2021 and took off immediately, the artwork with pastel color was visually appealing. With that, a strong community grew around this project & is now established as a Bluechip collection.
3/ Price Chart

Based on 3M price action, the resistance was 15.5E & the floor has been below 7E over the past month.

With the recent tweet & spaces, the price surged in the last 24hr breaking the local resistance of 9E all the way to 11.5E sales before correcting to 7.68E fp. Image
Read 12 tweets
1/ 关于 #BendDAO 清算,我们到底该不该恐慌?网上各种蹭流量的自媒体声音并不统一,所以我花了一点时间整理了我的想法。先说结论:最大的风险就是未来的24小时 #BAYC 能够挺过难关。过了明天,风险化解的一大半。之后的8月30日又会有新的危机。以下详述:
2/ 截止今天,#BendDAO 只接受7款蓝筹JPG的抵押借贷,分别是:#bayc#punk#mayc#doodles#spacedoodle#clonex 以及 #azuki。项目已经跑了4个月了。本以为,Azuki价格腰斩只是个例,没想到流动性枯竭,现在谁也跑不了。
3/ 如果NFT资不抵债,极有可能造成类似 #Luna/#UST 的连环清算。然而目前看来,BendDAO的运行依然是健康的。根据目前的清算规则,出价必须高于地板价的95%,以及必须足够偿还全部债务。平台发不承担资金风险。
Read 14 tweets
On July 10, @OMNI_xyz OMNI protocol suffered a reentrancy attack. The hacker made a profit of ~496 $ETH and deposited into
We take one of the attack Txs (0x05d65e0adddc5d9ccfe6cd65be4a7899ebcb6e5ec7a39787971bcc3d6ba73996) as an example:
2/ The attacker first borrowed 1,000 $WETH and 20 #Doodles via flashloan and staked NFTs with ids 720, 5251 and 7425, obtained the corresponding digital receipts and then borrowed 12.15 WETH.
3/ Then call the withdrawERC721 function to withdraw the NFTs with ids 720 and 5251. This will call Ntoken contract’s burn function, which internally calls the safeTransferFrom function to send the NFTs to the attack contract and calls back the onERC721Received function. ImageImage
Read 6 tweets

Il est pas évident de trouver LE projet #NFT qui va sortir du lot vu les centaines de collections #NFTs qui sortent chaque jour⚠️

Par contre certains indices (#redflag) permettent en général de détecter les projets #scam

En effet les projets NFT pullulent et il est parfois compliqué de détecter les scams au milieu des projets sérieux..

Les redflags que je vais évoquer ne permettent de détecter tous les scams, ce sont juste des indices qui pour moi sont révélateurs et pertinents...
La liste n'est bien entendu pas exhaustive 📃
Il s'agit simplement des critères que je retiens pour choisir les projets dans lesquels j'investis 🔬
Read 58 tweets
The way NFT collections are created and traits distributed varies across all projects. Some collections feature more gradual shifts between rarity levels within the collection while others possess more dramatic shifts. Others lack definition between rarity levels at all.
We believe that a greater understanding of the pricing structures within collections is necessary for the greater financialization of NFTs.
We found that not all rarity is created equal across the 12 collections we examined.…
Read 18 tweets
Here’s some charts summarizing recent sales/price trends of blue chips. First up, median sales price over time. #MAYC daily median ~40K, back to around where it was at end of 2021 Image
Similar story for #BAYC daily median, which is at ~190K. Image
#Doodles & #WorldOfWomen similarly around/approaching end of last year levels in USD terms ImageImage
Read 8 tweets
🧵 Time for some $APE-alytics! Lots of chatter about what #BAYC holders are buying with their airdrop. The data shows that since March 16, OG apes have mostly bought #BAKC, #MAYC, #Meebits, #Doodles, #CrypToadz, and #CloneX (in that order). Mutant owners bought BAKC & BAYC 💸... Image
People asked me to add a bunch of collections in my last post... so here's the update! #WorldOfWomen loves #VeeFriends. #CapsuleHouse loves #CrypToadz. #AlienFrens loves #Deadfellaz #CryptoMories #CoolmanUniverse, #Azuki loves #CloneX, #mfers loves #CrypToadz 🖤... Image
This is based on wallets only, so it's just directionally correct because many people have multiple wallets (use hardware, folks 💾). Also, not symmetric because different collection sizes and people own more than 1 in a given collection...
Read 4 tweets
I've worked my way up to being the 8th largest @meta_angels holder (here are my 36 angels)

And I am not done accumulating 👀

A 🧵👇 on my conviction
First, a reminder, if you like this thread, give it a RT + give me a FOLLOW

I write deep dive threads on projects I like

I wrote about #nftworlds when they were 0.15E
@BossBeautiesNFT at 0.1E
@FlowerGirlsNFT at 0.09E
@WomenriseNFT when they were still minting

OK now lets go👇
If you look at the #nft landscape today, you will see a few clearly defined categories emerging

Algorithmic art - @artblocks_io
PFPs - @BoredApeYC , @doodles
Anime - @AzukiZen @LivesOfAsuna
Metaverse - @nftworldsNFT @TheSandboxGame
And most recently, "Female led/focused" 👇
Read 22 tweets
don't lose ur $$$ in this bull run
wow - more than 50% of u is new to this nft bull!
this is great, lots of u are making money!
now the tough part - how do you preserve it.

lets dive 👇
first, bull run makes u feel a certain way.
- it makes u feel the absence of gravity.
- that theres a party in the air.
- that everyones happy and excited.
- that every narrative makes so much sense!
- that every project is and will x2/x3/x10!
- that u are missing out!!!
Read 15 tweets
So I've heard you want a little story on the famed @doodles .

Can prices break 10ETH? Will @Noodles_NFT grow with it? How about #Pukenza? There are no direct answers in the world of #NFTs, but some data could give you a hint. You'll have to read on to find out. (1/20)
2.5 months back, I did a video saying that I've spent $12,000 on 2 potential bluechip NFTs. Those 2 NFTs, are none other than #Doodles that's currently sitting at 6.3ETH floor. Here's a recap:

Now that I'm on a 600%+ gain, what now? (2/20)
I was bullish right before the mint, as I saw the potential of Doodle as an undeniably recognizable IP and was a fan of @byburnttoast long before NFT was a thing. But doodles has been sitting around 1ETH for a month or so. And on November 14, something magical happened. (3/20)
Read 21 tweets
Wanna know what a #JusticeParty looks like?
Ali Sadr Hashemi Najad and Lev Termendzhyan/Dermen getting convicted ON THE SAME FLIPPING DAY.
Who are they?
Hashemi Najad: Iran sanctions violator. Money launderer Venezuela. Pilatus Bank
... in Malta which Daphne Caruana Galicia wrote about before she was murdered.
Dermen: energy market fuckery with the Mormon fundamentalist Kingston cult in UTAH, which connects to MIKE FLYNN’s Turkish Business partner.
Read 9 tweets

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