Matty Profile picture
21 Feb, 15 tweets, 5 min read
I've added $300k worth of Art/Collectibles to my portfolio in the last 7 days.

This is my strategy/rationale.

(Pure investor brain activated).

1/ Firstly, this is HIGH RISK.

I'm a Risk On investor who either hodls long or trades positions so plz don't FOMO.

DYOR x 10. My Twitter is just to share what I'm thinking/doing which comes with 3 yrs of experience.

Be very careful. Ok, let's continue.
2/ If we're REALLY seeing the birth of the whole collectible industry going digital, then the play, (as a pure investor/collector), is,

- Who's art do you like
- Who's art will be significant
- Which artist/creator will push the limits of their career.

This is my thinking ^
3/ So if i go to

I'm seeing Art, in the $1,000's being sold almost every minute!

That's a HIGH Volume marketplace = Massive price appreciation.
4/ You can search artist like 'Boss Logic' and see that his pieces are selling like hotcakes.

'Forever Mamba' has gone up from $1k to $18k in like 3 weeks lol.

So I picked up some earlier drop 1 pieces which are all doing well.
5/ I'm buying on behalf of friends and family too.

It's fun getting them involved and collectively picking out pieces.

Again, this is high risk but if this era of NFTs is seen as the early years of a multi-billion dollar industry that spans centuries long then...damn..
6/ @opensea shows @SuperRare sales graph and the volume/art sell prices are still growing.

This is a 2 year graph.
7/ So I know @beeple is doing the first pure NFT @ChristiesInc drop WHICH, if does a big number, (maybe $5-$10M+)

Then this market will be on fire. (imo).

So what currently will appreciate in value?
8/ Whatever is early/significant/great art imo.

So I'm going to @niftygateway and checking art I like from artists/brands that I think will continue to do big things.

And picking up their 'first drops'.
9/ example,

- Beeple coz everyone wants one.

- OG Esports - because I think they were the first major esports to drop NFTs and if the Dota/gamer industry blows up, this may be the first drop

- Same with genies - Mesut Ozil, (a play on the genies project being HUGE).
10/ And ofcourse many other epic artists.

A lot of artists that have dropped art in 2018,2019, 2020 across the other platforms I also think will appreciate as people learn more and get a piece of history.

So I'm across all of them and already have a ton of art there.
11/ And cryptopunks were pre-NFTs. The first 10,000 digital pixelated art ever released on the Ethereum blockchain.

Seems like large new entrepreneurs/investors DO value them, (this was a doubt earlier),

I bought some. If they can stay relevant which they clearly are.
12/ My strat is based on the below assumptions,

- This is the start of a HUGE shift to go digital
- Early releases of artists that will continue to push will be valuable
- This market will stay liquid
- This market won't be effected heavily with crypto price swings

- Christies auction will change the game, (again).

There are ofcourse massive risks

- Other industries, (NFT Gaming, etc), will take the attention away/will put a stop to the Art hype. Since a lot of buyers are flippers/opportunists.
14/ But the industry seems huge now and I think these niches will become independant of each other whether gaming, art, virtual land, etc.

Like I said, please be cautious, I'm risk on and love experimenting and accelerating new tech!

DYOR and be safe.

β€’ β€’ β€’

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More from @DCLBlogger

23 Feb
Is the NFT Market a Bubble?

Are we moving too fast, if so, where's the top?

Let's explore. πŸ‘‡
1/ I'm going to explore both view points. Obviously I love NFTs and my 3 years of experience may have me bias. critical with reading my stuff.
2/ NFTs as a piece of technology that can revolutionize digital ownership is most likely here to stay.

Spearheaded with a few stand out markets such as gaming, art, collectibles which are proving the use case.

BUT there are some heavy accelerators here we need to consider.
Read 14 tweets
14 Feb
NFT Trading Alpha's🀫

One of the most lucrative spaces in #crypto right now.

Let's explore πŸ‘‡

2/ Calculate Hype.

Understand the below graph.

Which phase of the project life cycle below are you entering at?

There are some STRONG parallels between traditional chart trading and NFT 'trading'.
2/ Negotiate.

One of the best things in this space is everything can be negotiated. Especially if you buy bulk.

beneficial for seller because you're helping them exit/liquidity/get eth.

You get a lower buy price. Gives you a risk buffer.

Read 13 tweets
11 Feb
Let's explore long term NFT investments,

Art, Gaming, Virtual Land, Utility.

What's here to stay for 2-3 years, thus being a good long term hodl.

1/ Thread πŸ‘‡
Generally there's 2 types of NFT investment categories.

Short term - Flipped while volume is high. Bought early, sold almost asap.

Long term - Held on to as the project matures.

We'll explore the latter. (At the tail end of below graph)
3/ @AxieInfinity Mystic Axies.

Mystic Axies were rolled by luck 3 years ago during the presale. No more will be released.

There's ~1,400 of them and the price has been steadily increasing from 0.6 ETH to 4.5 ETH today.

Reaching 10+ ETH at one stage.
Read 15 tweets
6 Feb
When I see a big #NFT sale, (6-7 figs), this is what I look at to see if legit.

- Is the buyer/seller known?

- Is the buyer new?

- Has the project had big sales before?

- Is it a new project with a random big sale all of a sudden?

- Total users of the project,

1/ πŸ‘‡
- Was the sell price determined by a bidding process?

- Does the wallet have history

- Is the project legit/new?

- Is it a fair price looking at sales history?

Projects/community are realising, the easiest way to keep a project relevant or make new project viral is big sales.
And like I said before a whale can easily throw down $500k or $1M to get eye balls.

There generally is no problem with anon-new buyers but the above when compounded usually means some fishy business going on.

Especially when too many anons
Read 4 tweets
5 Feb
Navigating NFT Twitter Hype.

The good, the bad, the ugly.

Let's explore how whales, traders and investors influence NFT markets.

Thread 1/
2/ Not here to 'call out' or judge. Just bring trade tactics to light.

So newbies can navigate the madness.

Also, 'hype' sometimes happens naturally.

Mostly it's just the community passionately sharing progress and growth which gets accelerated due to crypto $.
3/ This pattern ALWAYS repeats. (Usually by a small % of the community).

1 - Early Investors buy,
2 - They hype/promote
3 - They sell,
4 - They take profits elsewhere,

As long as there's liquidity they can continue the operation.

Truly understand this cycleπŸ‘‡
Read 26 tweets
21 Jan
With alts starting to POP, here is my top 11 #NFT related #cryptocurrency picks.

Mix of mid-low caps,

Hodling for most of 2021,

YouTube Vid + Thread πŸ‘‡


This is based on price appreciation, taking into account, network effect, social presence/channels, community, exchange visibility, etc.

Don't get upset if I didn't mention your project, this space is moving too fast to keep up.

(In no particular order).
. $MANA - @decentraland

OG projects have had the time to build and be ready to showcase in 2021.

- socially shareable,
- community is growing,
- HQ's of large companies like Kraken, Binance, Matic, etc dropping,

Maybe a virtual silicon valley?

MC: $178M Price: $0.13
Read 14 tweets

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