GM☕️ OPCG four-year anniversary box is live, and I’ve already added it to my watchlist. 🤤
Featuring the 12 zodiac theme, they just revealed the Snake (Hancock) and Dragon (Taoji) card designs yesterday, and this Hancock design is absolutely stunning! 😍
There are still 10 designs yet to be revealed, and as long as Luffy's card design isn't a total flop, this box is bound to go parabolic.
PS: The only thing I'm currently worried about is the difficulty in snagging that PSA10 serial number 12. 🫠
GM☕️ I've been seeing some data getting repeated a lot lately:
In May 2021, the total crypto market cap was $2.5T. In May 2026, the total crypto market cap is projected to be $2.5T. 5 years. Stagnation.
In 5 years, as long as we’ve made some gains, we’re the winners🤡
Crypto is no longer the market where ‘buying with your eyes closed leads to profits’. It's a few select assets that attract all the attention and funds, while thousands of altcoins, memes, and Old DeFi projects collectively drop, making the total market cap seem stagnant.
What we’re seeing is the sum of tens of thousands of projects hitting zero.
Looking back, I can say I've "outperformed" too. But it was never because I was smart.
— In this game, just staying in the game + having chips + being able to re-enter is already alpha. How many people who went all in at the 2021 peak don’t even want to open their accounts now?
The biggest moat in this industry isn’t about information asymmetry, it’s about patience.
PS: Hey you, don’t exit the game, it's way more fun when we play together🫠
GM☕️ Just pulled a sweet Pikachu ex from a pack, leaving it as a little gift for my kid; he loves Pikachu.
The simplified Chinese versions of Pokémon & One Piece are, in my opinion, a temporary undervalued gem.
- Slow progress + price discrepancies: The simplified Chinese PTCG is lagging several booster packs behind, so it's a great opportunity to scoop up cards. Comparing with the Japanese version of the same card, the simplified and Japanese versions can differ by 3-5 times, and the unique value of the simplified cards is already being realized. I believe that the prices in the simplified Chinese card market will converge in the long run.
- The TCG super cycle has been validated, and the youngest simplified Chinese card market is at the top of the beta; it makes sense to ride the wave.
Right now, the simplified Chinese cards I'm most keen on are:
- For PTCG, the four exclusive Pikachu cards from the 151 series;
- For OPCG, the one-year anniversary box from the simplified Chinese set—such a cool Chinese style (too bad I can't afford that Nami numbered card 😭 it's super pricey!)
PS: I just intended to gather some cards as gifts for my kid, but luck turned out to be a bit unexpected 🤪
GM☕️ New NFT project on the ETH mainnet: onchainpepe_
9999 fully on-chain ASCII art PEPE-style NFTs + $OCPEPE Token, stealth mint with no whitelist and no royalties.
Direct link (with Ref, proceed at your own risk): https://onchainpepe.fun/?ref=0xa1E84210239baD5571171a8fe304A90E7Ffe5189
The project mechanism is quite stitched together, but it does have some ideas:
- Mint price increases from $1 to $6 according to a bonding curve, with 30% of each mint revenue automatically going into Uniswap as liquidity.
- NFT staking to mine $OCPEPE tokens.
- Burn to upgrade NFTs (max level 8, weighting is 700 times that of a regular pepe),
- The community can also collectively burn $OCPEPE to boost the token output the next day.
The art style is very retro and pure: not PNG, not pixel art, the whole image is composed of characters like ( @ @ ) /.------.\, and the SVG is generated directly in the contract in real-time, without using an image hosting service (IPFS). Personally, I’m really into this style.
A few personal thoughts:
1. The total mint of 9999 comes to ~$28K; the project team takes 60%, which is about $16K. Can that little money sustain long-term operations? The motivation going forward will likely be heavily reliant on the $OCPEPE token, which means it’s not really an NFT project but essentially a token issuance project.
2. The promotional incentives are stacked:
- A marketing pool reserved 5 million $OCPEPE (5%), explicitly stated for "KOL deals + paid promos";
- A referral mechanism gives a 10% instant commission (when someone mints using your ref link, 10% of the mint price from that transaction goes into your wallet), and top-10 referrers will receive an additional NFT.
This means not only is the official team spending on marketing, but regular holders also have an incentive to get their friends to mint (like me🤣). This week, there should be various referral links and promotions popping up on timelines.
3. BLOOD — The first 111 mints receive a special status with a permanent 5x mining weight:
For those 111, we won’t be able to grab them, as the stealth mint is unannounced and relies on keeping an eye on promotions, retail investors will likely miss out. Those who mint later will just be 1x regular frogs, sharing the pool with BLOOD holders.
As for my strategy, I’m thinking of picking up a few small images after launch, waiting to flip, as I can't think of any other direction 🫠
GM ☕️ OpenSea's CMO Adam Hollander got real in an interview with @TheBlockCo, saying, "NFTs are not digital casinos; the next wave will be driven by tokenized Pokémon cards, Rolexes, and tickets."
Translated, that means: PFPs aren't making a comeback; it's time to dive into TCG RWA to save yourself 🤪. OpenSea is just pivoting now—aren't they a bit late to the party?
I feel that the hype around TCG tokenization is more about speculation than the narrative itself. The reason physical TCGs hold value is not because of the 'on-chain' gimmick; it's due to the decades of transaction history in the traditional market. Tokenization just adds a liquidity entry point.
But I have to admit, Web3 projects getting involved will bring real heat to TCGs—like the recent explosive rise of Van Gogh skins, which was largely due to 9GAG's MemeStrategy 🤣.
So while I may not agree with the stance, it's a good thing that the market is moving.
GM☕️ These past few days, meme trading, BASE has become the chain I enjoy playing on the most.
I used to think the "main chain" should be Solana, fast speeds and thick liquidity. But the PVP grind is seriously exhausting—watching smart money and checking narratives, whoever's a step slow becomes exit liquidity.
BASE has a completely different rhythm. It's all about looking at low MC + getting in on projects with angles, like GITLAWB, LFI, etc. Counter-PVP doesn't mean a guaranteed win, but BASE's overall pace gives you time to judge "do I understand this project?" rather than "am I faster than that wallet?".
Solana is about speed; BASE is about judgment. They're two completely different games.
As for the ETH mainnet, thanks to Uni V4, it really had a hot streak, but the ceiling hasn’t opened up, so the limits on new projects are getting lower.
As for BSC Chain? 🤣 Not my forte, I can only say... (daily returns, getting wrecked, can't figure it out)
GM☕️ Big position thoughts, I'm leaning towards bearish now, preparing to reduce my holdings & open some shorts & keep cash.
I've noticed I rarely talk about the market because I'm still a noob 🤣.
1. Macro double whammy—April PPI at 6% hits a 3-year high, 30Y US bonds breach 5%, and Waller is 54:45 taking over as Fed Chair (Bitwux historical data: BTC tends to drop 60-84% on average after a new chair takes office). Dreams of rate cuts are shattered, and rate hike expectations are back on the table.
2. Trump's visit to China is already priced in; I just have this feeling that I've seen this "final wave of good news" too many times before...
As for my own trading:
- The only small caps I'm still heavily invested in are $CARDS and $Hakimi.
- A portion of my position is still following @coinkarma_ as a way to outperform BTC, leaving the professional stuff to the pros, the "fund managers" 🤓.
- I've cleared about 85% of my USDT position, keeping some dry powder for more $BTC buys.
- The rest is just, I'll play whatever is on-chain, and if there's nothing to play on-chain, I'll switch to TCG 🤣.
PS: So this is what it feels like to openly go bearish; if I guess wrong, I'm just a clown 🤡.
GM☕️ Exchange Society 'One Piece' overall market index is 484.9, up +5.35% for the day, jumping from 192 to 484 in 6 months, a solid 1.5x increase. Especially in the last two weeks, it has formed an almost vertical uptrend.
It's crazy that some of the smaller cards bought the day before yesterday have already doubled in auction prices today... 🤣 The auction prices at the Exchange Society have become so exaggerated compared to the purchase prices at SNKRDUNK that it’s bordering on unreasonable. So I recommend anyone looking to offload smaller cards to prioritize selling at the Exchange Society auctions.
However, I personally suggest holding onto the larger cards, as OPCG is really just getting started — even if there's a correction to digest, once the pullback is over, who knows how high the truly scarce cards could go.
Continue with the strategy of 'using profits from small cards to build up larger cards', flipping Tier 3 small cards and gradually moving into Tier 1 core positions.
Want to buy more? Pick up some of the smaller Luffy cards that haven't skyrocketed as much, like these few that I really like 🤤:
GM☕️ Recommend checking out the toolset from @Unipioneer
This toolset really made me realize how high the efficiency of AI applications can be🤣, staying on top of trends and setting up quickly. Playing in the crypto space with AI assistance should be like this.
GM☕️ Uni V4 Hook has really been a game of endless new launches lately.
I feel like the market is rehashing 'mechanics'—watching who's got the most creative launch strategies, distribution methods, and LP structures.
But I always get the sense that the ceiling is just getting lower and lower🫠 At the end of the day, it feels like we're just recycling the same old ideas.
Right now, we've only got some SAT0 uPEG that are just dead weight.
GM☕️ @PSAcard official data: In April, the ONE PIECE card grading hit an all-time high, surpassing all sports categories.
PSA grading volume itself is a lagging indicator—because the cards have to be bought before they're graded; the real liquidity in the secondary market has already been there.
A more direct first-hand experience: our TCG small group has been remarking daily about the soaring prices of various OPCG cards🤣, with auction prices at trading companies like SNKRDUNK reaching absurd premiums compared to purchase prices.
I feel like I’m on the path of “small card profits feeding big cards.” It’s not intentional; it just naturally happened. Some small cards I bought with a few buddies have doubled or even more lately. A few days ago, I also flipped two of the earliest small cards I bought at auction.
When the overall trend is up, there are always a few small cards that spike absurdly, clearly outperforming the overall trend—these are best to flip quickly.
Let me share my own tiers for OPCG cards:
- Tier 1: Game cards, numbered cards (targets to chase) + manga cards (core collectibles) — the true core positions.
- Tier 2: Various Promo cards — it's essential to distinguish their rarity: how abundant they are, how good they look, how strong the consensus is, and the potential for subsequent resale to crash prices.
- Tier 3: Various SP, SR alternate art, SEC alternate art, R alternate art from booster packs — this category is the largest; it’s hard to say which is high or low, depends on personal favorites, primarily buying based on preference.
Flipping small cards to fund big cards basically means gradually moving from Tier 3/Tier 2 to Tier 1, increasing the scarcity of the collectibles in hand.
Lastly, I’d like to announce that @renaissxyz's OPCG card pool should be launching this month. At this node for OPCG, I’m confident that it will definitely be in high demand and sell out quickly🤪.
TCG cards, I feel, are like “NFT small images” that both Web3 and Web2 are playing with; if you think of it this way, how high do you think the ceiling is?
GM☕️ I came across something interesting on Base — @versalabsai, an AI agent guarding the vault in a competitive arena.
On both offense and defense: The deploying party sets up an agent with a defensive prompt to guard the pool, while the attacking party pays a small fee to send messages attempting to get the agent to reveal the corresponding secret phrase to win the entire vault's prize. The fees from failed attempts go to the deploying party.
I personally tried it out, paid two attempt fees, and failed 🤡.
The token $VERSA isn't strongly tied to this system; it's just that a portion of the attempt fees paid by players goes toward the token, and participating in interactions gives a chance for token airdrops. The underlying technology uses @bankrbot's LLM gateway.
How should I put it? It’s a form of AI application, pretty fun 🤣. I'd suggest not to overdo it; even a 10u bet isn't pocket change 🫠
GM☕️ Last night I got in on Ardinals @Ardinals_AWP — 21,000 agent-only NFTs (Base Chain).
"No human has ever minted an Ardinal — and no human ever will". Humans can only buy OTC, can't mint.
The NFT itself is an on-chain dictionary made up of 21,000 "words", with each card representing a word (six languages: en/zh/ja/ko/fr/de + four rarity tiers: common/uncommon/rare/legendary). The core three attributes are:
- Power: Determines daily $ardi airdrop allocation (your power / total active power × 24 million/day), high power = more passive income each day
- Durability X/Y: Durability, decays by 1 daily, drops to 0 becomes broken, must Forge to revive (Phase 2 will open), so when buying cards, pay attention to Y value, higher Y means longer lifespan
- Unclaimed $ardi: Accumulated unclaimed rewards, follows the NFT, once you buy OTC, you can immediately claim the seller's share
Minting mechanism: Every 6 minutes, an epoch, the coordinator throws out 30 multilingual puzzles, agents read the questions → commit answer hash → reveal plaintext → Chainlink VRF randomly picks 1 winner from all correct candidates to mint. The underlying protocol is AWP (0% premine, fair launch agent working protocol), Ardinals is the sub-WorkNet on top.
If you want to mine with your own agent, the threshold is either: go the KYA route (verify Twitter account, KYA sponsors you 10K $AWP, free but tied to your identity, and you have to wait, it takes a while), or stake ≥10,000 $AWP to Ardi worknet (you need to buy it on secondary). The mining tool is the ardi-skill from awp-worknet (Rust CLI), running on your own LLM agent (Claude Code / Hermes / OpenClaw are all good).
Man, I was grinding with Claude Code all night, 70+ epochs, ~300 commits, 90% accuracy, and VRF drew 0 winners, didn’t mint a single one 🤡.
Before bed, I couldn’t take it anymore and swept 5 cards from the official market, power 49+27+27, spent just over $200. Worth it for the experience... 🤡
The NFT floor price is currently 0.018 ETH, out of 21K total, 7K+ have been minted (35%) and still running.
Agent auto-running on-chain + LLM multilingual puzzle-solving + commit-reveal + VRF is a pretty novel play, at least my Claude didn’t take a break all night 🤣