On-chain analyst | @monad | @switchboardxyz | @blench | @chibbywrld https://nitter.cf/t.co/zmPcvxjg8A
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Joined December 2023
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SKRUMPEYS ANALYSIS 📊
As of now @skrumpeys is the nr 1 NFT on monad with high activity and volume
There are some weird sales tho that don’t make any sense
No bias, just data 🧵👇
If you have any questions please lmk
The full dashboard can be found here: dune.com/jeffers_dune/daks-a…
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There are 17 1/1s and they have only been sold 12 times till now. We can clearly see that 0x32F8…CF61 was targeting lowly priced 1/1s. This person bought 3 1/1s and sold them for a total profit of 28.2k MON.
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Daks had a relatively low mint price (475-510 MON) and in general was selling around 1-2k MON. On Dec 4 the daks price decreased as they announced to terminate their agreement with molandaks and alloca which meant no more $DAK airdrop for daks holders.
Price had been dropping since Dec 3 tho so seems like some were already anticipating this decision 👀
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Currently there are 83 wallets holding more than 4 daks.
The first address is the treasury wallet and the second one has bought all 122 daks on secondaries and has not sold a single daks.
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The total supply is 3333 where 17 are 1/1s and the mint raised 1.45M MON. Till now there has been a total of 3178 sales generating a volume of 4.55M MON.
The average sold price for a non 1/1 is 1404 MON and for a 1/1 is 9150 MON till now.
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THE DAKS ANALYSIS 📊
@thedaks_png is a NFT based on the OG monanimal molandak
Cancelling their partnership with molandaks and alloca clearly had an impact on the price
Full story 🧵👇
This marks the end of the thread
The data will be updated regularly and can be found on my dune dashboard:
dune.com/jeffers_dune/skrump…
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There are 30 1/1s and they have only been sold 24 times. 4 of them were sold for 150k MON! The weird thing is that some others were sold as if they are regular skrumps. One address even bought a 1/1 (#764) for 4k MON and then decided to sell it for 7.5k MON?????
Ggs to those who sniped 1/1s for these insanely low prices
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This chart shows the price of sold skrumps (excluding the 1/1s). The first day had some price dips where some were sold for less than 4k MON. After the reveal there was lot of hype and price increased. What is weird tho is that the top 3 prices (40k, 45k and 100k MON) were for regular common skrumps. Not rare, epic or legendary
Overall the median price for a skrumpey (no 1/1) is 7869 MON till now
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This table shows the top DN holders. The second one is the treasury wallet but the others are wallets that swept the floor. In total there are 85 wallets that hold 5 or more skrumps
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Until now skrumpeys has a total volume of 33.6M MON with 3293 sales generating 29.3M MON and the mint raising 4.3M MON
1,582 of the 3,333 skrumps are not sold (yet). These holders are the real DN believers
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All the fud and drama clearly had an impact on $MON
Monad is heavily undervalued now but it will rise to its true valuation once things settle and the sentiment shifts
The monad team has not been building for 3 years to let it end like this. Don't let noise on the tl disturb your long-term conviction
Good things take time
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Jeffers🀄️ retweeted
this is where my journey with Monad began.
this guy messaged me to thank me and told me that his life had changed.
and that message changed my life as well.
I asked him to change my life, and to be honest, it really has changed.
thanks to Monad I learned so much more about crypto, and about different cultures from all around the world.
thanks to Monad Quants I also improved in trading (I’ve even reached the point where I could retire now).
I’ve said this before, and I’ll repeat it again:
it’s not about the money, it’s about the people — and thanks to these people, you keep earning money every day.
I’ve made friends who have become even better friends than those I’ve known for years.
I want to thank Monad, the team, and everyone who believed in me and supported me.
special thanks for @Jefferstellar & @turknads
