Thread by @MrGavinLow

1/x🧵 Thread on #NFT #Alpha, & recent opps. to look at. (probable Alpha at the end of the thread)

3 ways to play NFT (and how it related to DeFi plays)
1) Get into #whitelist ( pre-seed/private round)
2) #Minting ( Public sale )
3) #Secondary markets ( listed & freely traded)

2/x
Whitelist (AKA private rd)
A few ways
1) Own Bluechips #NFT (might give u either a full whitelist chance, or higher prob% getting into whitelist.) e.g recent @SecretGarden_FM WL from @capsule_house
2) Community Grind (time spent not 100% rewarded)
3) Sybil (Pls don't do that)

3/x
Minting (Publicsale)：
(will skip the part on DD of the project, as this is more about the process)

1) Hot projects, where there is already alot of traction, be prepared to pay a bit more due to GAS WARS.
2) Reveal dates are the best to hunt for rares for a lower price.

4/x
Secondary Trading:
Sometimes there might still be opportunities in secondary mkt. If you are aware or look hard enough.

Understanding when there would be new supply flooding in would be a good time to enter at the local dip.

5/x
The recent two E.g. would be @takashipom's seed: opensea.io/collection/mur… and @SomniumSpace's land.

Why so?
Public sale of Seed releases more supply into the market, Somnium did an auction of additional lands.

Knowing wen these events happen can provide good entry points.

6/x
Context:
Public sale: 18/4/2022 (2 days ago)
But public minting date doesn't seem to be very public, not found on Takashi's twitter, nor on official website.
Unless you happen to be checking opensea diligently, or using @nansen_ai or other tools to monitor, you might miss it

7/x
Presale whitelist + F&F shows = 4000 circulating out in the mkt. Public sale would release 6751 more. That should add up to 10,751 in supply.

1:2 ratio (my rule of thumb) seems healthy.
Circ. supply of 9.4K tells me it is reaching 10,751 and thus lesser selling pressure.

8/x
Looking at @opensea, u can see price stabilised near 8-9ETH, before dropping during mint.

Diving deeper, we see some whales entering the market ard 7.5-10Eth, but if u enter during mint date, u could enter at 5-7 eth. From the graph, we can also see obvious strong support.

9/x
That's all for the process, but fundamentally why are people interested in this project? Well, cuz @takashipom. Who is he? You can read more here👇

https://twitter.com/MrGavinLow/status/1492520653169520641

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