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Aug 30 • 5 tweets • 3 min read
Welcome to the #bobaazuki winner announcement thread! I'm cutting right to the chase: in first place we have the amazing @phuncal with his animation, and in close second we have @jo12joc with his handmade graffiti! Congratulations to the winners! ⛩️🔥🔥
It was extremely difficult for me to pick 42 winners out of the sea of wonderful contestants, but when I saw Phuncal's animation, I knew instantly that it would take first. The quality of the anime is insane and it showed me a glimpse of what Azuki could be. Total Insanity.
Joc's handmade graffitti deserves first in any other contest if it wasn't for Phuncal. In fact, his art was so incredible I straight up thought it was photoshopped onto a wall—until the video dropped, of course. Now I want nothing more to visit France.

@phuncal will receive 1 Beanz and 1 eth and @jo12joc will receive another Beanz. Once again, I am blown away by their work, and I cannot wait to see what these artists will create next for Azuki in their journey to help create our open anime metaverse.

Winners; please dm me!!

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More from @0xbobateas

Boba ＞|＜ Profile picture
Aug 30
1/ One of the best-kept secrets in our industry is that China, despite its crypto ban, has a vibrant “NFT” market. These NFTs are like our JPEGs, save one key difference: they don’t live on decentralized blockchains. Read on for the insider story of iBox👇
medium.com/dragonfly-rese…
2/ According to Statista, China is the country most interested in NFTs. Yet, instead of OpenSea, Chinese NFT liquidity is siloed among over 500 native trading platforms, including Alibaba’s JingTan, Tencent’s HuanHe, Xiaohongshu’s R-space, and many more.
findstack.com/nft-statistics/
3/ Incredibly, the CCP’s own Communist Youth League has embraced NFTs to mark its 100th anniversary. This May, the organization minted 54K of the centenary NFTs for free, which sold out within the hour. scmp.com/tech/tech-tren…
Read 17 tweets
Boba ＞|＜ Profile picture
Aug 24
1/ How can we formulate a framework to criticize and judge NFT art by learning from the great German Jewish philosopher and cultural critic Walter Benjamin?

A 🧵:
2/ Walter Benjamin thought that art criticism reflexively enriches both the criticizing subject (the castigator) and the criticized object (the piece of art). Both are transformed in the process toward truth. His thesis is mainly based on two Romantic ideas:
3/ a. The Kantian idea that everything that exists exists in a dynamic relationship not only with other things but also with itself (for an easy example, the mind’s capacity for thinking about its own thoughts, or metacognition)
Read 12 tweets
Boba ＞|＜ Profile picture
Aug 16
1/ been thinking about if there is anyway for NFT projects like @AzukiOfficial, @doodles, etc. to not get rekt by the space normalizing 0% royalties through @sudoswap and @Element_Market:
2/ as we all know the crypto space is mercenary capitalism at its best so we can't expect people to just give creators "their fair share" outside of like the 500 Fidenza art collectors (my response to @beeple' solution)
3/ We can't code in the royalties because someone will just come along and build a protocol on top of it that just transfers the NFT (in exchange for ETH)
Read 11 tweets
Boba ＞|＜ Profile picture
Aug 13
My thesis used to be that NFTs are ETH convexity; I still think it's true in the long term and on the downside, but in bears when ETH rips people take fiat notional profits which depresses jpegs. In the next bull imo when people chase risk, NFT will again capture upside convexity
clearly this is just a rough framework and needs tremendous amounts of data to back it up but wanted to dump it on bird app for checking back
Also explains why we see more degen plays that are short lived while blue chips get rekt
Read 4 tweets
Boba ＞|＜ Profile picture
Aug 11
Who's still winning at trading NFTs in the PVP bear market? We analyzed 500k active ETH addresses to come up with the following. Here is the real on-chain alpha you need:

🧵
1/ First, top mints of the month:
Bored and Dangerous @jenkinsthevalet
Biggest winners:
@CapetainTrippy (0xfc...a358)
Profit: 248.55E (minted 580 for 44.88E）
@snazzy_snazz (0x57...d63b)
Profit 67.58E
@dingalingts (0x54...c5e)
profit: 65.37E
2/
 @Memeland Potatoz:
@keung (0x6C8...a755f)
Profit: 71.4E (minted 51 for 0)
@hirst_official The Currency
@42ordinarymice (0x43...Bb33)
Profit: 38.93E
@webaverse Genesis Pass
@gmoneyNFT (0xf0...C09b)
Profit: 32.1E
0xcb...2c7b
Profit: 31.88E
Read 7 tweets
Boba ＞|＜ Profile picture
Aug 8
1/16 How do you make sure you pick the best floor PFP for your favorite NFT project? The secret strategy is to reject the first 37% (or 1/e) and then pick the following best one. But why?

Buckle up🧵:
2/ First assume that you have an estimate N, the total pool of floors you could potentially buy from. Take @doodles as an example: we are restricted by hard limitations like the # of listings and your taste (eg. specific traits), but also by how much time you have to waste
3/ Let's also assume that the order in which you encounter the NFTs is random because you never know who is going to list a new doodle on the floor on OS/X2Y2/Sudo at any given time. Lastly, assume once you decide to pass on an NFT and keep looking, it gets bought up by some1else
Read 16 tweets

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