Found the Sablier Contract as a Top Holder, investigated token transactions and plugged address into wallet profiler and the rest is nansen alpha history π
7/ Despite being very technical, it just shows that if you dig deep enough you can find some real alpha in the on-chain data itself π
8/ π¨ On MUSE / NFT Infrastructure
These aren't the only ones there are others out there btw.
This is very similar to @RaoulGMI's approach. Invest in a basket that represents the industry as a whole.
11/ Profit Leaderboard (you wanna be keeping tabs on these individuals because they know some kind of alpha one way or another)
Just take a look at LFG.
Bought 126 pengus.
Sold 96.
Spent 6.19 ETH
Bagged 163 ETH in profit.
What a chad πΈ
12/ Top Balances can help give you a picture of what the "whales" of the project are doing.
We can definitely see that some are slowly booking profits but they still hold double digit π§ pengus.
13/ NFT projects are generally illiquid so depending on whether you are a collector / flipper you wanna be understanding the cycles to make the most out of it.
Meebits is a great example for collectors looking to stack and flippers looking for a quick buck.
3/ NFTs on Ethereum have long been plagued with problems such as:
πΉ Low scalability (high gas costs price out users)
πΉ Poor user experience (tx take long and usually fail / frontrun)
πΉ Slow developer experience (since focus is building out the infrastructure)
πΉ Illiquidity
πΉ Scrollable columns (can see more things now) + sorting functionality
πΉ Some gas dashboard changes
πΉ BSC support rolling out ZOON
3/ π¨ General NFT Tips I & II
πΈ Generative Art is awesome
πΈ Watch for mega transactions
πΈ Caution on buying fractional art + the phase of the NFT craze
πΈ Best sources of alpha
βΉ On "Decentralized" being misleading
βΉ On Financial stability risk having a parallel financial system
βΉ On Congress using the same legal terms
βΉ On Crypto & DLT use-cases
βΉ On Open source finance creating a level playing field
βΉ On Money laundering