jay Profile picture
Mar 15 16 tweets 12 min read
.@mevcollector turned 11E -> 862E (7736%!) by investing in the strongest NFT projects

But *how* do you identify these NFT projects?

I built a dashboard to assess the strength of NFT projects so you can find the next 100x!

(including the most profitable wallets to copytrade 💵) Image
1/ Let's use the dashboard to look at my favorite project, the Pudgy Penguins

As an overview, we'll cover:

- NFT sale price trends
- Average # of days held
- Unique holders
- Top $$ sales + traders 🤑
(and more)

Link for y'all to follow along with: dune.com/0xjaypeg/nft-c…
2/ *NFT sale price trends*

This chart plots individual sales as purple dots

It overlays the avg sale prices as the orange line

Outliers are excluded from the individual data points, but included them through the average (explaining the random blips)

Note: Luca acquired the.. Image
3/ ...Pudgies in April '22 and its clear that afterwards the sale prices have on a steady path up

Looking at this chart, it's just a matter of time before another big move up. I'm stoked to see what's to come

So what does the other data tell us? Image
4/ *Average # of days held*

This chart helps visualize the average holding time

The bigger the dot, the higher the # of NFTs sold

Notice that initially, the dot sizes decreases and moves upwards along the # of days held

This tells us holding time is steadily increasing and.. Image
5/ ..less NFTs are sold - an indication of strength

What about the bottom right corner?

If you look at the bottom right corner it's clear the # of days held decreased + circle size increases. Notice this starts around the end of '22

Why? $BLUR incentives Image
6/ *Unique Holders*

For a given NFT project, the more unique holders, the stronger

To illustrate: imagine each NFT was held by a unique wallet - there wouldn't be one individual that could "dump" on the rest

Btw, can you spot in the chart where Luca bought the Pudgies? Image
7/ *Top $$ sales + traders*

Ok this section is for you profit maxis

How can we cover the strength of an NFT community w/o looking at the most profitable trades / wallets?

These are the most profitable wallets and how much they’ve earned trading *JUST* the Pudgies Image
8/ So the top 3 most profitable wallets are:

0x1964 earning 1.2M+ (looking deeper, this dude sold 1 pudgy)
0x9e91 earning 1.1M+
0x8adc earning 800K+

These are insane and it's probably worth noting down the wallets to copy-trade :)

I’ll include link the wallets at the end 🤑
9/ What about the biggest individual sales?

In 1st Pudgy #6276 was sold for 1.2M+ in profits - this corresponds to the txn from wallet 0x1964

In 2nd we had .@KinkyBedBugs buying the backwards pudgy, making history and getting CT talking about udgies again

And lastly .. Image
10/ ..we had .@vince_can_dough buying 2 pudgies in a bundle transaction for 420E (how fitting lmao)

Crazy that within these 3 sales, the sellers collectively profited for over 2 million US dollars

Inflation is a bitch huh? 😏 ImageImageImage
11/ So finishing things up on the dashboard, we have:

- Average holding time
- days since mint
- % of NFTs since mint that were never sold

Tbh, not a great measure for the Pudgies but understandably so given the sale in April '22... ImageImageImage
12/ But with how Luca is steering the ship, I'm excited to see how the average holding time improves

I used the Pudgies here, but the beautiful thing about the dashboard is you can use it to analyze any NFT project

Just add the contract address here, and hit 'Apply all ..' Image
13/ GLHF to all of you guys in finding the strongest NFT projects out there

Did you find this useful? Please like/retweet the first tweet if so, and follow me @0xjaypeg for more write-ups in the future



And as promised the most profitable wallets:

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More from @0xjaypeg

Mar 8
Tired of rotating from shitcoin to shitcoin?

What if you could just buy an index on crypto and call it a day?

$COIN (Coinbase) is the index fund of crypto, and here's why:
1/ I’ve mentioned that the next mainstream “wallet” wont look anything like the popular crypto wallets today



Coinbase gets it too, and has been working towards this all along

They’ve had a coherent view of this since 2016 coinbase.com/blog/the-coinb…
2/ The $COIN as an index fund analogy is built on the assumption that Coinbase accrues value through an increase in trading volume and on chain activity

They provide users with “safety” - no more lost private keys, wallet phishing and every other problem that exists today
Read 31 tweets
Mar 8
The "wallet" that overtakes Metamask isn’t going to look like a crypto wallet

Some thoughts:
1/ Metamask currently has 20M active users. It will never be able to 10x this. Why?

Dealing with private keys and addresses is too prone to human error

“Not your keys, not your coins” is catchy and idealistic, but fat-fingering means you lose your entire net worth?
2/ Beyond this, think about all the scams, phishing, and social engineering involved with any self-custodial wallet

Just look through the hidden replies on this thread or tweet our “Metamask” and you’ll see what I mean
Read 6 tweets
Mar 3
Feb '23 has passed, so its time to review the opportunities that we should've all caught

(March is here, and 3rd times the charm right? 😅)

Lucky for you, I've put together the top 5 plays in Feb that we all should've profited from!

Do you prefer wealth? If so read, on

🧵
1/ Chinese (and Asia more broadly) Coins

CT was using google translate to larp as 中国人 - in retrospect that was when it was time to ladder out

I even covered $CFX when it was trading at $.13

These will prob pump again as HK legalizes crypto in June Image
2/ BTC Ecosystem

.@__bleeker was hinting at $STX in early Feb - but y'all wouldn't believe it (or just couldn't figure it out lol)



Still early days if these take off - these are definitely on my watchlist as this dip plays out Image
Read 10 tweets
Feb 18
Anon, what would you do if you had the chance to buy $MATIC at 7 cents?

"Chinese $MATIC" is the moniker I've seen go around for Conflux Network ($CFX)

And it is trading at the equivalent of $MATIC at $0.07

Is the comparison justified? I researched it so you don't have to 🧵 Image
TL;DR

$CFX has:

1/ World class business development
2/ Talented, resilient team
3/ Flourishing ecosystem
4/ Improving tokenomics
5/ Great narrative

Will also cover my concerns / conclusions at the end
1/ World class business dev

This one speaks for itself

If you've been paying attention in the past month you'd know Conflux has partnerships w/

- Chinese / Hong Kong government
- China Telecom (sim card w/ hardware wallet)
- Little Redbook (Chinese instagram w/ 200M+ DAU) ImageImageImage
Read 15 tweets
Feb 10
Looking back on Jan '23, here are the top 5 plays and narratives you probably should've caught, but didn't

(or maybe you did lol)

🧵
1/ Liquid Staking Derivatives (LSDs)

Some variation of this was being called out on CT way before these coins pumped (e.g. @DegenSpartan and @NorthRockLP)

All the DD necessary was available on CT by the threadoooors
2/ High inflationary tokens

.@karl_0x released a sheet listing tokens w/ the highest inflation in '23. The top 2 were OP and DYDX (128.5%, 251% inflation)

The mid-curve trade would've been to open shorts on these but as .@GCRClassic has tweeted...
Read 9 tweets

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