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G∆V!N LOW ⛩ Profile picture
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May 2 • 10 tweets • 10 min read
🧵How I am playing the #Otherside/#Otherdeed

- Logic on when to enter (AKA #floor support price ?)
Upside/Downside potential

- What to buy? (#Koda / Artifact / Floors )
- Why I choose Artifact over #Koda
- TLDR of 🧵on post number #6

#BAYC/#MAYC #APECOIN #APE
1/x Determine floor price support.
(What is the %Prob of it going lower ?)

Current Floor: 4.29Eth
(Note: Pre-reveal @ 7 to 8 Eth)

Minting of #Otherdeed was 305 #Apecoin @ $22 (~$6,700/~2.4 Eth) + Gas wars ( 2.5Eth for 2 mints)
Minting cost = 2.4 + 1.25 = 3.65 ETH
1/x For comparison:

Current Floor: 4.29

Minting cost (Normal user): 3.65 ETH
Minting cost (+KYC): 3.65 + 0.5 ( 1 ETH/2 ): 4.1 ETH
Minting cost (Bulk Sybil): 3.65 + 0.25: 3.9 ETH

Don't make sense to sell < mint.
So downside is really low✅

2/x
 Now that Floor = 4.29ETH
Lets look at Floor of Artifacts/#Koda.
Land w/Artifact (~20K supply) = 5.1 ETH
Land w/Koda (10K supply) = 27 ETH

Price of:
Artifact = < 1 Eth ( 5.1 - 4.3)
Koda = 22.7 Eth (27 - 4.3)
3/x
 That means:
#Kodas is 2x scarcer than #Artifact.
But priced more than 22.7x multiples of it!

Yes yes... perhaps Koda could be used as PFP, and Artifact only utility? @punk6529 had a good thread on Koda's restriction. Which deserves a good read.

4/x
Perhaps more attention has been on #Koda due to appearances in marketing videos, & lesser on #artifacts, which leads to these pricing differences?

In general, I prefer to look for alpha at places while ppl attention is elsewhere, so I can get in at the best price.
5/x
 Currently Koda are priced at 22.7 Eth (exclude land), which compared to #MAYC (priced at 26.89).

Will Koda flip MAYC? or will it be capped by MAYC's floor due to Koda's new restrictions guideline? Yet to see an airdrop outdo their parent NFT, would it be the case?
6/x TLDR
- @OthersideMeta floor of 4.3 Eth is a super good entry point due to Minting cost of ~4Eth. (Very low downside)
- Artifact trading 22.7x cheaper vs Koda despite Koda being only 2x scarcer!
- Koda price trading near #MAYC's floor & will Koda's restriction affect price?
Hope anyone reading this found this insightful/useful

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More from @MrGavinLow

G∆V!N LOW ⛩ Profile picture
Apr 20
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.
Read 11 tweets
G∆V!N LOW ⛩ Profile picture
Mar 18
🧵How to value #NFTs:

There is no right way of valuing NFTs, but hopefully this can act as a guide for people who are looking to enter the NFT space, for both for Fun & Profit, as NFT are generally less straightforward as #DeFi, where #cashflow & #TVL can be a good proxy.
2/x
Rule of thumb:
Similar to how you value a #DeFi token based on Future #cashflow, one can gauge the Value of the #NFT via the utility & future potential #airdrop/cashflow it can bring.
3/x
 It's a better gauge than simply "Oh the Art is good."
Ofc, the Art itself, can be a proxy to the team's attention to detail. Usually, effort put in by the Team, is inversely proportionate to #rug risk

(Not to mention, the Art itself can also be something of value)@takashipom
Read 13 tweets
G∆V!N LOW ⛩ Profile picture
Nov 19, 2020
Alpha Leak. It is very possible that $SFI, @saffronfinance_ is currently undervalued. Most people farming it are putting their funds into the Tranche S, rather than A. Thinking that they will probably get more SFI from S tranche. However that is not exactly the case ATM.
Intuitively, it is easy for people to assume that they will get more SFI tokens in S tranche because its receives 95%, while A tranche only gets 5% of the emissions.
Take for example, since the DAI pool receives 75% of the liquidity mining tokens per epoch
Out of the 15,000 that's 11,250. S gets 10,687.5 and A gets 562.5 SFI.
Read 8 tweets

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