Episode 46 of TFM. May 10, 2021.

The End of Profitable Pack Drops.

It's not an easy sentence to read, but it's true. Today's Throwdowns Drop *might* mark the first time since Series 1 that the value of the moments in a pack is, on average, lower than the cost of the pack. We break down WHY this is happening, and how it might be the norm from now on in Top Shot. We also look at the week and challenges ahead. Hosted by @lgdoucet.

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0:00 Intro

0:13 Today’s topics

1:04 What’s going on this morning in Top Shot

1:21 Another Pre-registration pack drop this week

2:02 Hustle and Show Challenge ends today

2:32 The Expected value of the Giannis Challenge Reward

3:17 What’s going on with Cool Cats?

3:47 Predictions for the coming weeks

5:07 NBA Playoffs Marketing?

5:42 The Reveal of The Collectors Score

7:29 The End of the Profitable Pack Drop

8:04 The $3 floor

9:01 Why this is a good thing for Top Shot long term

9:50 The EV of The Throwdowns Packs

11:11 What a Throwdowns Pack might look like

11:51 What a Throwdowns Challenge might look like

12:39 The factors that could make Throwdowns challenges less desirable

13:27 The end of the “Rent Seeker”

14:01 Wrap up