Crypto since 2017 | NFTs since 2021 | peak bull entrant & multiple bear grinder | all things crypto | collector of PSA 10 JPEGs | father x2 | BAYC #3878
Australia
Joined April 2020
- Tweets2.8K
- Following1.6K
- Followers1.1K
- Likes7.2K
Pinned Tweet
Why I'm still extremely bullish on the Bored Ape Yacht Club.
@BoredApeYC has crossed the chasm. It’s no longer just a project - it’s a cultural icon with real historic significance that now stands on its own. Its relevance no longer depends purely on team execution
Thread below
🧵(1/10)
The race is on
Confirming my $100000 bounty on the first unique 1/1 pulled Mudwater card.
@yugalabs @BoredApeYC @_PPMan_ @BoredApeGazette @spencer @mfigge
2
2
35
Sifonflame.eth retweeted
On the recent BAYC discontent...We have a saying in Mexico: “La ropa sucia se lava en casa.”
Dirty laundry is washed at home.
A lot of the people who feel negative about the projects they hold would be well served by following that advice.
Community feedback is an important part of web3. But this space is so reflexive and emotional that when people publish essays aimed at leadership on the TL, the criticism spreads far beyond its intended audience. It creates a negative aura around the project and its community.
Personally, I think the current FUD is unwarranted, and I have a lot of appreciation for what Figge and the team are doing. This is a difficult business, people working honestly and with high integrity deserve our support.
But even if I were one of the people up in arms today, what good does it do the Club to blast its problems to the world on X? There are functional gated Discord chats where communication is more efficient and you can have a proper dialogue without unrelated third parties jumping in.
My brothers and sisters in Christ, I know many of you mean well, but you are not helping your bags, which I assume is only adding to the discontent.
You know when people blast their significant others on social media and it gives you the ick about both of them?
Well, that is what you are doing right now.
You want the Club to grow. You want prices to climb again. You want the events to be desirable. But man, nobody wants to join a Club whose members are publicly bitter about being in it.
You have one of the best teams in web3. They listen to feedback and work their asses off.
Be a Club, mfers.
I know some of you hated the Hells Angels comparison, but I will tell you what: Why do bikers want to join the Angels? Because from the outside, they have a reputation for being tough, badass mfers.
I am sure they have internal differences and problems. Do you see them writing essays about them online?
Anyway, this applies to every NFT IP project. Meebits included.
Holders are the first line of marketing and defense.
Sifonflame.eth retweeted
IMO Yuga should hold more Apes than Punks.
Unload 50 OTC to start for 1,250 eth and get those flippers out of ammo.
Ape floor is back to 15-20 eth and it’s a whole different ballgame.
Fuck doing the expected.
Sifonflame.eth retweeted
If you see this post it means X finally let me upload a full movie premiere recording from @OthersideMeta 1 year anniversary...
Watch this absolute cinema masterpiece by @CinemaD__ - then try to tell me you’re not bullish on NFT tech (impossible) 🔥
Bored Ape Yacht Club 🦍🦍🦍
Sifonflame.eth retweeted
Hey @Sen_Alsobrooks - along with every Democrat who argues they can’t vote for the Clarity Act unless state Attorneys General are in charge of the ethics enforcement: You’re suggesting is what’s unserious.
I’ve never been shy about criticizing this President when I think he’s gotten it wrong, including on crypto policy, where I’ve pushed back on positions I believed were bad for retail investors and market integrity. But on this specific question, the Democrats’ insistence on state Attorneys General enforcement doesn’t hold up.
The CLARITY Act is federal legislation establishing a federal regulatory framework for digital assets. The Department of Justice - not fifty different state AGs with fifty different political incentives and fifty different interpretations - is the appropriate body to enforce federal law.
Handing enforcement to state AGs invites exactly the kind of inconsistent, patchwork application that makes it harder for legitimate market participants to know what the rules actually are, while opening the door to the kind of politicized targeting we’ve already seen state AGs use against industries and individuals they simply disagree with.
If Democrats are serious about consumer protection in crypto markets, they should want uniform, predictable federal enforcement - not a system where enforcement varies depending on which state you’re in and which party controls that AG’s office.
Currently, there are no restrictions on government officials issuing meme coins, NFTs, or other cryptocurrencies. FTX happened in part because of the lack of regulatory clarity in America and retail investors lost big time going offshore.
Make no mistake about it: voting no comes down to not wanting Trump to take a legislative victory lap shortly before the midterms. Period. And it’s disgusting, un-patriotic and hurts the people you’re claiming to want to protect.
Sifonflame.eth retweeted
Gm from the ODK⛏️
What I love about the worlds I've built is that nothing is complete🤣. Things are scattered, broken, environment is bare, it lags, etc...but thats the beauty of it. Nothing has to be perfect. We're all still learning from each other.
Just build and have fun!
I think people are underestimating how quickly NFTs can snap out of a bear market once capital starts rotating further out the risk curve
Market caps are tiny. Liquidity is incredibly thin. It takes very little capital to move prices once demand returns
Meanwhile, many of the strongest collectors have spent the past few years buying, holding and accumulating. Supply isn’t what people think it is.
Every time macro improves, ETH is increasingly outperforming BTC
If that continues, FOMO returns, and repricing across NFTs could be far more violent than most expect
I think people are underestimating how quickly NFTs can snap out of a bear market once capital starts rotating further out the risk curve
Market caps are tiny. Liquidity is incredibly thin. It takes very little capital to move prices once demand returns
Meanwhile, many of the strongest collectors have spent the past few years buying, holding and accumulating. Supply isn’t what people think it is.
Every time macro improves, ETH is increasingly outperforming BTC
If that continues, FOMO returns, and repricing across NFTs could be far more violent than most expect
2
4
134
Sifonflame.eth retweeted
fed @mfigge’s article to Fable and GPT-5.5, asking the same three questions:
🍊summarize the thesis
🍊analyze it objectively
🍊rank what ethereum:0x4d224452801aced8b2f0aebe155379bb5d594381 needs for a 3-5x re-rating, by priority
both converged on the same top two:
🍊value capture mechanism
$ape needs a hard link to Otherside/ApeChain activity (settlement, burns, gas, dev revenue share). without it, external capital has no reason to show up.
🍊Otherside retention
Growth isn’t enough. real DAU and 30-day retention.
reading both analyses, my own takeaway got clearer: top 2 priorities are really the same sentence, $ape value is a dependent variable of Otherside.
the token is the shadow. the product is the substance. how high the shadow rises depends on how tall the substance stands.
the true gem isn’t $ape. It’s Otherside itself.
Sifonflame.eth retweeted
I want CryptoPunks to win
I want Bored Ape Yacht Club to win
I want Hypurr to win
I want Pudgy Penguins to win
I want Azuki to win
I want VeeFriends to win
I want Moonbirds to win
I want Doodles to win
I want Normies to win
I want Meebits to win
I want Grifters to win
I want Mask of Luci to win
I want Fidenza to win
I want Chromie Squiggle to win
I want artist to win
I want collectors to win
I want NFTs to win
Sifonflame.eth retweeted
The timeline is completely misreading NFTs.
There’s a freight train coming.
Panini just did $21.2 Million in NFT sales in the last 90 days. That’s double where they were the 90 days before.
383,181 transactions, about 100,000 transactions up.
A Messi selling for $150,000 and Yamal and Ronaldo NFT sales of $70,000 +
If you blinked you’d have missed it.
Physical card collectors spent nearly $4 billion on cards alone since March with Card Ladder reporting a 4th consecutive record month of $675 million in secondary sales.
GMV is up 21%
While the media pumps fear into your veins and everyone doom-scrolls panic porn people are rotating into alternative assets.
Mostly all NFT projects in the top 300 by market cap are up in % terms in the last 120 days.
That is a clear rotation into these assets.
In uncertain times, people cling to things that feel meaningful. Collecting scratches that itch.
It gives us a sense of belonging and escapism.
NFTs capture this in one asset because online communities organise and coordinate around the asset.
Collectibles IMHO are much more fun in digital form and without friction.
Finding the right assets you like and have the highest upshot potential is the skill.
After 5 years in the space, I’ve put together 21 NFT projects I think have the strongest setup heading into this next cycle.
Link in bio.
Brilliant feature by @oswikixyz to visually portray our @OthersideMeta deeds on the map.
Looks like im missing some in the top right quadrant 👀need to get that coverage
3
4
170
Completely agree, it is inevitable. I think when NFTs come back - BAYC will be leading the charge!
BAYC has built the brand as the face of NFT for mainstream - attention will come back 🔥
The 2021-22 NFT run genuinely cannot be explained to someone who wasn't there...
BAYC. Serum airdrops. M2s selling for $100k. Doggos at 9 ETH (bought some, don't regret it). Sandbox land feeling like it mattered. Companies buying digital real estate with a straight face.
And somehow, you could build lifetime wealth if you would have just sold.
I don't think we ever see that exact thing again. The conditions were too weird. Too much money, too much FOMO, too little precedent. Too many celebs.
But here's what I do believe: the pattern repeats.
Different asset. Different cycle. Different cast. Same human nature.
BAYC gets written into the history books not because it was perfect, but because it was a pioneer.
What do you think the next run looks like? 👇
I think it's soon...
Sifonflame.eth retweeted
☕️Early ODK sesh🧰
- Added in most of the characters from The Mines
- Optimized the grass by removing the wind, disabling nanite and minimizing texture size🎋
- Adjusted fog color to help match Mystic biome look & feel
- Popped in Uncle Mac's Mine Kart assets✊
Wen Apefest?👀
Sifonflame.eth retweeted
BAYC is heating up 👀📈
Super thin floor rn, a simple catalyst like ape fest could send it over 10e easily
Who’s still bullish on @BoredApeYC ?
Best club on earth
I just witnessed a brand new holder in @BoredApeYC buy an Ape last night.
They posted they bought it...
BAYC holders rushed to support.
Their follower count was less than 20.
This holder now has 200+ followers and their post has nearly 30k views.
That's insane.
That is the power of the club.
Do you know how many businesses in web2 would kill to have that especially when sentiment is down or even understand how it came to be?
Community.
Provenance.
Culture.
That's how.
Return to monke
