Tomwambsgans.eth

Re Prof. Founder fail. ETH/Gaming. At your service.

The man dying of thirst is suddenly a mineral water critic? Does comfrey not sate your lust 4 wisdom Greg?

[Tomwambsgans.eth @Tomstackseth]

An in depth analysis of the @playbigtime space market from first Pre-Sale through today. It appears there is value in some of the lower rarity spaces at the moment. Digging deeper tomorrow post exalted/mythic sale.

[Tomwambsgans.eth @Tomstackseth]

As I always have said baby’s are notoriously difficult to take candy from.

[Tomwambsgans.eth @Tomstackseth]

#Kansas -7 is taking candy from a baby.

[Tomwambsgans.eth @Tomstackseth]

2/2
2. META (10%)- Neg. Public Outlook (43% Off High; crab through '22 YE)/3.4 bil built-in users; only 0.5% penetration to VR seg. atm/Massive cash position/Oculus exceeds expectations (2nd gen/only improve).
3. Basket of high potential DeFi/P2E Games/NFT's (10%; 100x+ pot.).

[Tomwambsgans.eth @Tomstackseth]

1/2 Deeper Dive tomorrow. A lot of questions on what I invest in so here you go. Set and forget for the next decade:

1. ETH (75%-80%) - TAM, Global Settlement Layer/High Yielding (Staking) & High Growth (Early Adoption Phase)/Cherry on Top: ESG Play (Merge Will Bring Awareness).

[Tomwambsgans.eth @Tomstackseth]

@Jacob___Meyer @playbigtime @Warcraft @ATVI_AB @Metaverse_HQ Love this. Like they have someone in charge thats done this before. Oh wait, he created @decentraland. And the team quals (Fortnite, Gears, COD ). Just some of the biggest mainstream games created. Combination crypto+mainstream=major win/$ for us (players/investors). Beyond hype.

[Jacob | MVHQ @Jacob___Meyer]

My 1000s of hours in @Warcraft are finally about to pay off (literally) once @playbigtime comes out

Never been this excited for a game. Seems like they are learning from the 100s of failed MMOs and all of @ATVI_AB's mistakes

Many thanks for the private demo @Metaverse_HQ

[Tomwambsgans.eth @Tomstackseth]

@player1 Based on the above let's see what you guys this will be the most valuable ENS name I own (sidenote I do love succession):

[Tomwambsgans.eth @Tomstackseth]

@player1 I prefer targeting Fortune 500 CEO actual names. They're not doing it. If it so happens, I'll have them bent over a barrel and I know they have money. Perfect marks. First make them pay to get their name back, then to buy my #ETH for 100K per. But not until I make them cry first.

[Tomwambsgans.eth @Tomstackseth]

@player1 I prefer targeting Fortune 500 CEO actual names. They're not doing it. If it so happens, I'll have them bent over a barrel and I know they have money. Perfect marks. First make them pay to get their name back, then to buy my #ETH for 100K per. But not until I make them cry first.

[Tomwambsgans.eth @Tomstackseth]

@alig4194 @Sobotai1 cheapest option/best value: the ethereum solidity coding class on udemy. Saved thousands of dollars and could not have learned more. L1 basics, Smart Contracts, Solidity. It's challenging, but even if you only used it for a few days well worth $30. Link: https://t.co/4Ywx8pNdIN

[Tomwambsgans.eth @Tomstackseth]

3/3 Still needs broader adoption to function properly but, over next decade I'd bet on it. Then I remember my dad asked my why his document isn't printing. "It's on print to PDF." He stares at me blankly, then looks at printer, anxiously awaiting the paper. They have no clue.

[Tomwambsgans.eth @Tomstackseth]

1/2 Just chuckled thinking about how people ascertain activities in crypto are dangerous/speculative. I wonder if those same people know that their "safe" investments (Alphabet, Microsoft, Amazon) main source of growth is through cloud services (Azure, AWS, etc.). In turn that..

[Tomwambsgans.eth @Tomstackseth]

2/3 supports their multiples, guidance and share price. Then I wonder if these people have even heard of IPFS or decentralized cloud providers (filecoin, storj, etc.). Same services, significantly lower cost and more secure (no single point to attack)...

[Tomwambsgans.eth @Tomstackseth]

Solid day's work complete. @playbigtime price analysis looking like a new hobby. #ETH looking like the support is built at 2K and now ready to engage blasters to #10K. Now winding down watching what could possible be Coach K's last game. Today was a good day. #tripledoubleday

[Tomwambsgans.eth @Tomstackseth]

@HarshaKrishne @playbigtime 2/2 The higher tier (mythic/exalted) is anyones guess. I'd wager over time they certainly go up significantly (low supply/rare NFT forge), but short-term the pricing difference is likely more attributable to hype/prestige than known variables rn with more risk imo.

[Tomwambsgans.eth @Tomstackseth]

Continuing on the previous tweet the following chart shows how we can begin quantifying the component value rarity by isolating it. Looks like a few trends appearing as we try different analysis of the @playbigtime space market and try to figure out an accurate pricing model. 🧐

[Tomwambsgans.eth @Tomstackseth]

@HarshaKrishne @playbigtime 1/2 Lower tier spaces look reasonably priced with a number falling below Pre-Sale 1 (Dec. 2021) pricing. This does not make a ton of sense as there is less risk today as the game is about to release EA, so I think anything below the 12/21 pricing is a bargain..

[Tomwambsgans.eth @Tomstackseth]

3/3 Interesting but not surprising that the market is willing to place a premium on the unknown (NFT pricing by rarity diff.) and place little weight on known factors (i.e. slots). See how it plays out, but low tier looks like a bargain atm..

[Tomwambsgans.eth @Tomstackseth]

2/3 speculating that the NFT's produced on higher tier spaces will yield far greater prices than lower tier rarity. The reason that rarity not slots is leading the higher tier prices is seen in the significant differential of price per space to price/slot of space...