Don Profile picture
Don
build, invest, collect. pfp @artspyre
Apr 24, 2022 35 tweets 23 min read
What is the difference between FDV vs MC? How does one analyze it?

Some say "FDV" doesn't matter, others say MC is all that matters.

True.... yet both are misguided.

Let's explore 🧵

1/x
Today we'll be covering:

1. Why do some projects have high FDV/ low MC
2. What affects equalization between FDV/MC? How does it balance over time?
3. Why does it matter to me as a trader?
4. Pros & Cons of equal FDV/MC vs high FDV/MC
5. How does this apply to stakeholders?

2/x
Apr 16, 2022 21 tweets 44 min read
Time for a @moonbirds_xyz prediction and #NFT market analysis from a liquidity pov.

We will be touching on:

1. Where does NFT market liquidity come from? Note that the breakdown of each category does not indicate networth.

2. Thoughts on #moonbirds

3. Preferred entry price @moonbirds_xyz 1. Collectors - usually the final stop for NFTs, they pay for art, quality, & hardly sell. They’re also a strong supporter of collections & creators. Many have businesses and are prob fine if crypto goes to 0
Notable @CozomoMedici @takashipom @Arthur_0x @WhaleShark_Pro @garyvee