NFT News7 day market: https://cryptoslam.io/ 

External/Internal news: AssangeDAO wins Julian Assange x Pak NFT for $53 million 

Smooth Love Potion Soars 70% in 24 Hours Behind Axie Infinity Update - The Defiant 

V1 Cryptopunk drama CryptoPunks Controversy: Creators Apologize for 'V1' Ethereum NFT Sales - Decrypt 

Why Larva Lab's Decision to Dump V1 CryptoPunks Is a Problem 

ZED Tokens coming, Free Tournaments daily, Delay at Red Village until end of February

Affordable projectCryptobots Game - Collection | OpenSea 

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

Many online games have moved to a freemium model, try before you buy. Fortnight, minecraft etc. Current NFT games have inverted this, forcing players to invest significant capital to play or see gameplay. 

Yes, scholarships and renting exist but… 

More so a Pay before game build is now becoming a standard (Star Atlas)

THrowback to OG console games of needing to buy the cartridge except now you can sell your parts back

Consider this more akin to investing in game ownership. Players don’t necessarily have to hold NFTs in order to play/earn

NFT News

7 day market: https://cryptoslam.io/ 

External/Internal news: 

BuzzFeed Outs Bored Ape Yacht Club Founders: Doxxing or Journalism? - Decrypt

McDonald's and Panera Bread file trademarks for virtual restaurants 

Miller Lite Sets Up Shop in Decentraland - NFT Plazas 

Pegaxy 3d racing, ZED Run updating all class system and daily tournaments 

Affordable project

OpenDAO Genesis Membership Tier 4 

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

Some choose to use pseudonyms & avatars to separate from “web2” identity and/or create something non synonymous with “known” identity

BAYC founders were “doxxed” via a Buzzfeed article - which only required looking up corporate docs

Hiding to mask collections - NFTs and crypto are inherently public - not desired by many

Crypto Bowl 

Crypto companies heavily featured during Super Bowl commercials

Crypto exchanges Coinbase, FTX, Crypto.com 

Non-crypto companies 

Bud Light to feature Nouns glasses in commercial

Entertainment

Snoop

Eminem - BAYC

Crypto bowl: This year’s crop of Super Bowl advertisers is expected to be heavy on crypto, with Coinbase, FTX, Binance, and Crypto.com planning to air commercials. Media analysts are comparing it to the “dot-com Bowl” of the early 2000s.

Coinbase Super Bowl Commercial. Win $3 million - Bitcoin

FTX featuring Larry David. 

Crypto.com’s ad featuring LeBron

eToro 

See the NFT cameo in Bud Light Next's Super Bowl ad | Ad Age

NFT News

7 day market: https://cryptoslam.io/ 

External/Internal news: V1 CryptoPunks: Twitter User Claims the Larva Labs is "Not a Fan of Blockchain" 

Crypto Stakers' IRS Tax Refund Marks Milestone for PoS Validators - The Defiant 

Andreessen Horowitz in talks to invest in Bored Ape Yacht Club - Axios 

 

Affordable project

Impact Theory Founder's Key - Collection | OpenSea 

https://founderskey.io/#/  

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

Future of ETH based NFTs?  https://www.nasdaq.com/articles/nfts-were-born-on-ethereum.-now-its-time-to-help-them-grow-up-2021-10-13

All About AFFORDABLE NFTs, hosts Andrew aka Rantum and George from Mostly Stable on ZED Run, help navigate new projects, interview expert guests and explore NFT trends. Whether you’re on your first or fiftieth NFT, we’re going to have something for you. Keep track of all recommended affordable projects with our ‘keep us honest’ spreadsheet. 

And a quick note that we are not financial advisors and nothing in this podcast should be taken as investment advice.

 

NFT News7 day market: https://cryptoslam.io/ 

External/Internal news: 

Bud Light Owns a Nouns Ethereum NFT—And May Use It in Super Bowl Ad - Decrypt 

Coachella Offers Lifetime Access to Festival Through NFTs - NFT Plazas

Sports Illustrated, OneOf to Launch NFT Marketplace on Polygon - Decrypt 

https://www.nft.land/ Cancelled

Affordable project

Dead Ringers: Edition by Dmitri Cherniak | OpenSea  

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

The Biggest NFT Video Game's Economy Is Collapsing Because NFT Games Don't Work 

Game dynamics and Axie https://www.coingecko.com/en/coins/smooth-love-potion 

Pegaxy growth and concern apollo.pegaxy.io

All About AFFORDABLE NFTs, hosts Andrew aka Rantum and George from Mostly Stable on ZED Run, help navigate new projects, interview expert guests and explore NFT trends. Whether you’re on your first or fiftieth NFT, we’re going to have something for you. Keep track of all recommended affordable projects with our ‘keep us honest’ spreadsheet. 

And a quick note that we are not financial advisors and nothing in this podcast should be taken as investment advice.

Episode format 

NFT News7 day market: https://cryptoslam.io/ 

External/Internal news: ApeDAO's members are voting to sell 81 Bored Ape NFTs and many more 

The next big trend in NFTs (Music NFTs) 

GameStop, Immutable X Plot Ethereum Gaming NFT Marketplace, $100M Fund - Decrypt

IMX token tumbles as GameStop dumps $42 million from Immutable X grant

Affordable projectHeno. on Sound.xyz

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

 

Cautionary tale: Mahomes NFT GW storyGronk card NFTs

Beware collections that live in isolation 

Latenight NFT - pump their movies

BAYC - Steph Curry, Bieber 500eth purchase

Snoop Dogg Sandbox

Autograph.io

NFT News

7 day market: https://cryptoslam.io/ 

External/Internal news: Twitter's roll-out of NFT profile pictures offers insight into what users really want  & 5 Reasons Twitter NFT Profile Pictures Matter - Decrypt 

Meta-backed Diem in talks to sell off assets: report

Reddit Trial Will Allow Users to Set Any NFT as Their Profile Picture - Decrypt

Affordable project

https://wgmi.io/   Lifetime access token

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

Social media platforms adopting NFTs - twitter & reddit now, facebook seeming to go more into NFTs away from currency.

Some influencers actually want to keep their identity a picture.

Twitter 400M users71m ETH wallets non-zero https://studio.glassnode.com/metrics?a=BTC&m=addresses.ActiveCount

NFT News7 day market: https://cryptoslam.io/ 

External/Internal news: OpenSea is reimbursing users who sold NFTs below market value

Frog Nation dies. Miles Deutscher on Twitter: "🧵: What happened with @danielesesta and @0xSifu? In this thread I'll cover: - What went down regarding the @danielesesta @0xSifu scandal - What happened to $TIME, $SPELL and $ICE - My thoughts on the situation - What this means for the crypto market Let's dive in.👇 1/19" / Twitter 

Affordable projecthttps://lizardlab.io/ 

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

 

Theme:

The Payday for Failure makes it irrational to succeed

https://youtu.be/YQ_xWvX1n9g?t=4117 

Economics of a scam/intended rug pull

“Squid Game”-inspired token? It boomed to $2.8k+ per coin, then plummeted after the developers claimed they were hacked, sold their coins, deleted their socials, and bounced with an estimated $3.3m.

 

Line Goes Up arguments

Crypto sucks because it’s still controlled by rich and is fragileETH was funded by Peter Thiel,  even forked when rich were hacked creating ETH classic.

Hyper consolidation of wealth by few wallets

Crypto is an energy drain

NFTs suck because there are so many scam projects and people are getting ripped off through all kinds of hacks in an unregulated market

NFT play to earn Axie Infinity is just a digital sweat-shop.

DAOs are just PM software not the novel industry changing tech they’re being hyped as.

Ponzi scheme of packaging and reselling vapor similar to the 2008 mortgage backed securities. 

Social inequity still exists in Crypto and isn’t an equalizer, just same game on a new playing field.

NFTs want to ownership all the things leading to a dystopia 

 

Counters

Kernal of truth popcorn of confusion

Lotta good points, but beware of absolutism whenever you see it.

Emails suck because of spam and scams

Computers that were calculators at first took up entire rooms and tons of energy for what a person could do with a pencil. Early tech is inherently inefficient 

Play to earn is not fun on Axie - agree, but just taking selective tweets as testimony might miss what it’s like to earn money if you have none: https://www.aseanbriefing.com/news/minimum-wages-in-asean-for-2021/ 

Tech alone doesn’t fix human behavior

NFT News

YouTube's head of gaming leaves to join Polygon Studios as CEO

FTX.US scores $8 billion valuation in its first funding round

Coinbase VP of Product shows user experience for upcoming NFT platform

Fidelity Files Two More ETFs for the Metaverse, Crypto Industry - Decrypt

Jimmy Fallon hyped his Bored Ape NFTs on 'The Tonight Show' - Los Angeles Times 

7 day market: https://cryptoslam.io/ 

External/Internal news: 

Affordable projectThe Red Village: Mystic Bones  The Red Village Mystic Bones 

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

 

Theme:

The more Opensea comps there are the more the market will need analytics/shopping across platforms.

gem.xyz

Wgmi.io

Nfthud.io 

https://defillama.com/nfts 

https://dune.xyz/rantum/NFT-Collection-Dashboard

Concern about SAS model where majority of money is upfront…

All About AFFORDABLE NFTs, hosts Andrew aka Rantum and George from Mostly Stable on ZED Run, help navigate new projects, interview expert guests and explore NFT trends. Whether you’re on your first or fiftieth NFT, we’re going to have something for you. Keep track of all recommended affordable projects with our ‘keep us honest’ spreadsheet. 

And a quick note that we are not financial advisors and nothing in this podcast should be taken as investment advice.

 

 

NFT News7 day market: https://cryptoslam.io/ 

External/Internal news: Activision purchase by Microsoft: What Xbox will likely do with its $68B purchase of Activision Blizzard King | Ars Technica 

Meta is looking to launch NFT marketplace: Report

Walmart Plans Launch Of NFTs Cryptocurrency And Tokens As It Dives Into The Metaverse And Virtual Reality 

Affordable project

Song A Day https://songaday.world/ 

Quick highlight on any past projects: Keep Us Honest Affordable Project Tracker 

Go through the AAA valuation checklist

Theme discussion

Is the team doxxed is just the start, are they in it for years is a consideration factor

The plight of pudgy penguins - college-age founders are now bored https://www.bloomberg.com/news/articles/2022-01-08/pudgy-penguins-nfts-infighting-turns-ugly-as-crypto-mania-cools 

How to plan around hype vs longevity

People are people and people get tired, the average Gen Z will have 17 jobs… 

The risk of first-time creators (or tourists/celebs) vs lifetime artists or agencies/labs

But wait, is larva labs even trying at this point?