@pudgypenguins are, despite the tight market situation on fire, as can be seen from the floor price. Following a small thread in which I reflect some key stats.
1.) Smart Money & Whales
2.) Blue Chip Holders
3.) Popularity
4.) Community Loyalty
5.) Paperhands
6.) Team
🧵👇 Smart Money & Whales
A variety of big-name investors are invested in @pudgypenguins, including:
@9x9x9eth
@ColeThereum
@Vince_Van_Dough
@FlurETH
@wizardofsoho
@darran0x

A small thead about RobosNFT (@pxRobos) since @CryptoVonDoom bought a lot of them about 1 hour ago. 🧵(1/5) Roadmap
At the end of May, the still very young project published their roadmap. In addition to a community wallet, its own utility token ($Clank) and merch, the project plans further collections such as 15 legendary Robos and Robo Jr.

Since @Zeneca_33 bought a lot of @LizardLabNFT, I took a look at some key facts. 🧵(1/5) Holding Duration
Almost 40% of the supply is held by the same owners since the mint.

Since @DeFi_Brian bought some Doodles (@doodles) yesterday I took a look at the listing and selling behavior of the community in this bear market. 🧵(1/4) Listings
Listings have been declining for the past month. A month ago, there were about 700 listings. Currently, there are about 520 listings, or 5.2% of the supply.

I wrote a small thread about We Are All Going to Die (@wagdie_eth), as the project is another example for a very successful Free Mint. 🧵(1/8) Utility/ Plans
The project makes it clear that there is no website and no map. What has already become clear, however, is that the team behind it is artistically adept and that a kind of storytelling is evident from the tweets. It is not known what the concrete plans look like.

Today I wrote a little analysis about Akumu Dragonz (@AkumuDragonz). The team behind it has already created a blue chip SOL NFT project (@BoryokuDragonz). This project fulfills the team's original cross-chain vision and bridges the chasm between Ethereum and Solana. 🧵(1/8) Utility/ Plans (1/2)
The team has extensive plans for the project.
Following are some points that are important for me:
• Expanding the Boku community through the Bōryoku and Akumu brands
• Extensive brand building (CROSS-CHAIN WEB3 BRAND)

@Llamaverse_ is on the verge of having no floor. I want to describe in a short thread based on some data why @Llamaverse_ could really soon have no floor. 🧵(1/5) The number of listings is decreasing strongly since 2 weeks. 2 weeks ago there were about 61 listings, 31 more than today. If the listings drop at the same rate in the next 2 weeks, there would be none left. (2/5)

Blocksmith Labs
Since @BlocksmithLabs has one of the lowest listings (<0.5% of supply) and a team with strong track record that performs continuously, I wrote a small analysis about the project. 🧵 (1/9) Roadmap (1/2)
The roadmap, and with it the utility, is very extensive. The following are some key points for me:
• Mercury (all-in-one whitelist management tool | >90,000 registered users)
• Staking (earn $FORGE (utility token))

As more and more smart money investors buy into @BokiNFT I wrote a little holder & supply analysis. Otherdeed, Mutant Ape Yacht Club, CyberKongz, Bored Ape Yacht Club and Azuki holder are the blue chip investors holding the most supply in the project. 🧵 (1/8) BLUE CHIP HOLDERS
Overall, about 20% of the holders own at least 1 blue chip project. In total, approx. 32% of the supply is held by blue chip holders.

Since The Art of Seasons by @DirtyRobotWorks and @RENGA_inc is very popular among blue chip investors, I wrote a little thread.
A notable share of the supply is held by Otherdeed, Azuki, CLONE X, Meebits and Moonbirds holders. 🧵 (1/6) BLUE CHIP HOLDERS
Approximately 48% of the total supply is held by blue chip holders and almost 30% of the holders are blue chip holders.

goblintown.wtf analysis
Since almost every alpha group writes about @goblintownwtf I wrote a small supply & holder analysis about the project. 🧵 (1/7) SUPPLY
The number of listings dropped significantly by almost more than 1,000 listings to about 835 listings on May 21. The low was reached on May 22 with about 769 listings. Since then, listings have risen again appreciably to currently approximately +- 1,300 (13% of supply).

DEGODS ANALYSIS
@DeGodsNFT is developing, in my opinion, one of the most in-demand ecosystems in the entire $SOL NFT space . Due to the strong inflow of capital in the last days I wrote a short analysis about the project. 🧵 (1/8) UTILITY (1/2)
The planned ecosystem and associated utilities are very extensive. The following is a small excerpt:
• stake your NFT for $DUST (utility token)
• Burn DeGods to claim $DUST
• Dust Store ($DUST raffles & auctions for WL spots, other NFTs, DeGods etc.)

OKAY BEARS ANALYSIS
Since I haven't seen a Solana project hyped and discussed in so many $ETH communities before I wrote a short Okay Bears (@okaybears) analysis. 🧵 (1/7) SUPPLY DEVELOPMENT
In the last few days, listings have dropped significantly. Declining listings in the current bear market are remarkable. Currently there are approx. +- 980 listings on @MagicEden.

Psychedelics Anonymous Genesis Analysis
As I try to analyze the behavior of the best communities in this bear market I wrote a short supply & holder analysis about the Psychedelics Anonymous Genesis Collection (@psychedelic_nft). 🧵 (1/6) Supply Development
Listings have increased a bit in the bear market, but they are still at relatively good levels compared to the supply development of other projects. The fact that the supply has not increased significantly shows that the community is sticking to the project.

I wrote a little analysis about PXN: Ghost Division (@projectPXN) because I think there are few projects right now that have such a strong team coupled with such a remarkable vision. 🧵 (1/10) Utility (1/2)
A variety of utilities will be implemented over time. The following is a small selection that revolves around the PXN ecosystem:
• access pass to the PXN ecosystem
• Receive $PXN to spend within the ecosystem

The Genesis Kaiju Kingz collection (@KaijuKingz) created by @ohDotss and @augminted is in my opinion one of the most affordable blue chip collections in the whole space. Again, I would like to go into a brief analysis of some key stats of the collection. 🧵 (1/9) Utilities (1/2)
The Kaiju ecosystem has already implemented many utilities such as producing $RWASTE and Kaiju Fusing and released new collections such as the Mutant Kaijus.
Furthermore, the team has a lot of other plans for the ecosystem. I will try to list a few:

$OIL supply analysis
In my analysis I would like to explain why I believe the supply of the utility token of @The_Habibiz could decrease by over 170,000,000 in the next 60 days.
All assumptions in the analysis were made by myself and are not verified information. New Supply - Staking (1/2)
My assumptions regarding Staking are relatively aggressive.
I assume that 90% of the non animated Habibiz, all animated Habibiz and all Royals will be staked. I know currently the Royals Supply is not yet at 300, but so I could still build in a buffer.

Since it is one of the most interesting projects for me I wrote an analysis about Ragnarök Meta (@RagnarokMeta). The collection consists of 7,777 Ronin Zero. The Ronin Zero are in-game characters and the access to the game ecosystem. 🧵 (1/9) Utility (1/2)
The project has planned a remarkable scope of utilities - a small selection:
• Playable Characters (first layer of utility)
• Breeding
• Marketplace
• Manga Chapter (storytelling)

Since DeadFellaz (@Deadfellaz) announced their cooperation with UTA (@unitedtalent) yesterday and the project is hyped by a lot of alpha communities and many smart money investors, I wrote a little analysis about the DeadFellaz collection. /1 Utility (1/2)
The ecosystem includes a remarkable variety of utilities: Exclusive access to affiliated collections, high-value events, metaverse parties, airdrops, metaverse building/integration, PFP metawrapping, benefits through remarkable partnerships and many more utilities.

With The Royal Habibiz (@The_Habibiz), a collection has been created that has set a new standard in the scene in terms of utility, supply and demand, investor base and partnerships.
Originally 8, now 10 Habibiz must be burned to have the possibility of getting 1 Royal. /1 Utility
The range of utilities is remarkable:
Incredible amount of $OIL and $OIL bonuses ; the most demanded WL spots; IRL Discounts in 14 Five Star Hotels; ability to mint back the burned Habibiz with $OIL; Advantages from other renowned partnerships etc.

I wrote a short thread about CatBlox Genesis Collection (@CatBloxStudios) and would appreciate if you read in.
Owning a Genesis Cat is the entry into the entire Catblox ecosystem.

Current floor: Ξ0.333. /1 Supply
The collection has a Supply of 9,999.
739, or about 7.4% of the supply, are listed on Opensea.
79, less than 1% of the supply, is listed under Ξ0.5. /2