Aggregate NFT trading volume continues to drop off significantly during the month of March with many collections and sectors trending downward. We investigate trends during the bear market and discuss why Blue Chip NFTs have outperformed during the April recovery. NFT bear markets are now an established phenomena with at least two identifiable periods of downtrending trading volumes post the peaks in Aug ‘21 and Jan ‘22. During stock market corrections, there are known defensive factors such ...

Aggregate NFT trading volume continues to drop off significantly during the month of March with many collections and sectors trending downward. We investigate trends during the bear market and discuss why Blue Chip NFTs have outperformed during the April recovery. NFT bear markets are now an established phenomena with at least two identifiable periods of downtrending trading volumes post the peaks in Aug ‘21 and Jan ‘22. During stock market corrections, there are known defensive factors such ...

The NFT market is down & down bad. Naysayers tell us that we’re just trading amongst each other and that the 600K active wallets on OpenSea are just a zero sum game where for someone to win, someone else has to lose. In this research piece, we take a look at why the naysayers are wrong. We either take a risk we get paid for (beta) or outsmart someone else (alpha). Assuming we are not just outsmarting people and NFTs are not a zero-sum game, in the long run, how can we get paid for hodling NFT...

The NFT market is down & down bad. Naysayers tell us that we’re just trading amongst each other and that the 600K active wallets on OpenSea are just a zero sum game where for someone to win, someone else has to lose. In this research piece, we take a look at why the naysayers are wrong. We either take a risk we get paid for (beta) or outsmart someone else (alpha). Assuming we are not just outsmarting people and NFTs are not a zero-sum game, in the long run, how can we get paid for hodling NFT...

Blockchain technology, and specifically Non Fungible Tokens (“NFTs”), are a relatively new form of technology. The initial use case of blockchain stemmed from the 2007 Global Financial Crisis (“GFC”) in the form of Satoshi Nakamoto’s Bitcoin whitepaper. This subsequently went on to inspire several forks and new crypto currencies thus disrupting the traditional finance space during the 2017 decentralized finance (“Defi”) boom. Since then there have been new applications of the technology, but ...

Blockchain technology, and specifically Non Fungible Tokens (“NFTs”), are a relatively new form of technology. The initial use case of blockchain stemmed from the 2007 Global Financial Crisis (“GFC”) in the form of Satoshi Nakamoto’s Bitcoin whitepaper. This subsequently went on to inspire several forks and new crypto currencies thus disrupting the traditional finance space during the 2017 decentralized finance (“Defi”) boom. Since then there have been new applications of the technology, but ...

https://twitter.com/S4mmyEth2021 has been a boom for the NFT industry with Beeple’s 5,000 days being sold for in excess of $69m at Christie’s auction house.Source: Christie'sWe have seen collections such as Bored Ape Yacht Club reaching a market cap in the billions of USD. This inflow of money into a nascent, unregulated industry has caught the attention of opportunistic thieves and scammers, including well organized crime. NFT holders, founders and developers should protect themselves a...

https://twitter.com/S4mmyEth2021 has been a boom for the NFT industry with Beeple’s 5,000 days being sold for in excess of $69m at Christie’s auction house.Source: Christie'sWe have seen collections such as Bored Ape Yacht Club reaching a market cap in the billions of USD. This inflow of money into a nascent, unregulated industry has caught the attention of opportunistic thieves and scammers, including well organized crime. NFT holders, founders and developers should protect themselves a...

https://twitter.com/S4mmyEthBlockchain technology, including NFTs, is relatively new. The technology derives value from the network and promotes a secure, transparent means of interacting between those participants on the network. Many Telecommunication companies (“Telecoms”) or Communication Service Providers (“CSP”) derive value in a similar way; connecting people globally across a network. Metcalfe’s law dictates the larger the network, the greater the value proposition due to the greater ...

https://twitter.com/S4mmyEthBlockchain technology, including NFTs, is relatively new. The technology derives value from the network and promotes a secure, transparent means of interacting between those participants on the network. Many Telecommunication companies (“Telecoms”) or Communication Service Providers (“CSP”) derive value in a similar way; connecting people globally across a network. Metcalfe’s law dictates the larger the network, the greater the value proposition due to the greater ...

What started as an attractive alternative to Ethereum because of the low gas fees and scalability of network is now blossoming into a vibrant ecosystem full of new traders, real builders, & creators. All of this also brings volume and opportunity. With the recent Opensea integration, mobile friendly wallets, and many collections breaking records in terms of volume traded and market cap, Solana is now a bustling ecosystem that many may find themselves wanting to have exposure to. Over the last...

What started as an attractive alternative to Ethereum because of the low gas fees and scalability of network is now blossoming into a vibrant ecosystem full of new traders, real builders, & creators. All of this also brings volume and opportunity. With the recent Opensea integration, mobile friendly wallets, and many collections breaking records in terms of volume traded and market cap, Solana is now a bustling ecosystem that many may find themselves wanting to have exposure to. Over the last...

Downtrending crypto prices amidst expected interest rate hikes has led to many reconsidering their exposure to risk-on assets, especially NFTs. The following provides a guide for example portfolio allocations under different market conditions along with some additional considerations when balancing your mix of assets. The NFT space is nascent and hence assessing the correlation of assets can be difficult. The report also considers both tactical and strategic asset allocations in the context o...

Downtrending crypto prices amidst expected interest rate hikes has led to many reconsidering their exposure to risk-on assets, especially NFTs. The following provides a guide for example portfolio allocations under different market conditions along with some additional considerations when balancing your mix of assets. The NFT space is nascent and hence assessing the correlation of assets can be difficult. The report also considers both tactical and strategic asset allocations in the context o...

https://twitter.com/S4mmyEthArticle OutlineThis article will cover the “Domino effect” of contagion in the crypto market, including the following topics:Current Market StatusThe DominosLuna Debacle & UST Peg BreakingCelsius Withdrawals HaltedThree Arrows Capital (“3AC”) LiquidationVoyager Digital Loan Default by 3ACDeja Vu: stETH Peg BreakSBF & FTX: A Knight in Shining Armour or A Wolf in Sheep’s Clothing?An Opportunity for other CEXDEX Acquisition SeasonWhere Do We Go From Here?Crypto Market...

https://twitter.com/S4mmyEthArticle OutlineThis article will cover the “Domino effect” of contagion in the crypto market, including the following topics:Current Market StatusThe DominosLuna Debacle & UST Peg BreakingCelsius Withdrawals HaltedThree Arrows Capital (“3AC”) LiquidationVoyager Digital Loan Default by 3ACDeja Vu: stETH Peg BreakSBF & FTX: A Knight in Shining Armour or A Wolf in Sheep’s Clothing?An Opportunity for other CEXDEX Acquisition SeasonWhere Do We Go From Here?Crypto Market...

by @omega_eth, @s4mmyeth, and @mathmagician777The month of May has been a whirlwind for the NFT market. Shortly after Yuga Labs‘ Otherdeeds drop, tumbling crypto prices as well as the $LUNA debacle have led all NFT projects to suffer from severe price corrections as investors reinforce their risk-off approach. Last month, we documented how the liquidity seemed to redistribute itself away from Small Caps and into Blue Chips in a ‘flight to quality‘ phenomena, but this month it seems that very ...

by @omega_eth, @s4mmyeth, and @mathmagician777The month of May has been a whirlwind for the NFT market. Shortly after Yuga Labs‘ Otherdeeds drop, tumbling crypto prices as well as the $LUNA debacle have led all NFT projects to suffer from severe price corrections as investors reinforce their risk-off approach. Last month, we documented how the liquidity seemed to redistribute itself away from Small Caps and into Blue Chips in a ‘flight to quality‘ phenomena, but this month it seems that very ...

As is the case with any industry, there are sector specific challenges depending on the nature of the underlying business. The hotel industry suffers from seasonality, irregular cashflows, supply chain management and customer loyalty, to name a few. This article will take a look at these problems and assess how blockchain and NFT’s plug a gap in solving some of these headwinds.Article Outline:Industry BackgroundIndustry Challenges & Blockchain/NFT SolutionsReal World Case StudiesRisk Consider...

As is the case with any industry, there are sector specific challenges depending on the nature of the underlying business. The hotel industry suffers from seasonality, irregular cashflows, supply chain management and customer loyalty, to name a few. This article will take a look at these problems and assess how blockchain and NFT’s plug a gap in solving some of these headwinds.Article Outline:Industry BackgroundIndustry Challenges & Blockchain/NFT SolutionsReal World Case StudiesRisk Consider...