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Incorgnito
@_incorgnito
building @laguna_network 🐙 - giving you crypto cashback on your e-commerce purchases, and even more if you hold our favourite jpegs ⛩️🐧🦍🌈
Joined November 2021
541 Following
267 Followers
146 Posts
$1,000,000+ in presale orders for Azuki TCG.
We've reached all the milestones with 2 days still left to go, which means every order (and every new order) now gets all 4 exclusive promo cards.
Azuki TCG is made by a small team. We don't have a massive IP like League of Legends or Cyberpunk behind us. We don't license our IP out for someone else to make the game. Those are all amazing games we admire deeply.
But for us - we create original IP, we design the gameplay and the cards, and we build it alongside our community.
This presale isn't a Kickstarter. This is a game that's ready to launch, and we're giving early access to the people who believed in it first.
To every new player, collector, and shop owner who jumped in so far: thank you. I couldn't be more excited for the official AZK-01 release in just a few months.
IKZ! ⛩️
Bruno Fernandes was literally showing Mbeumo how to make the run so he could play the pass.
It didn’t even take long, the best midfielder in the world did exactly what he said he would. 🧠
WIP update: In 2026 I gave myself a new challenge, experimenting with a new coloring technique. I’ll always love black & white, but this is also kinda works i guess 🫣
btw im looking for participants to do a small group(6-8 characters) dope B&W commission piece, already have the rough idea on the composition in my mind, dm me if you are interested to join 😬
Azuki #6737 bought for 28.00 ETH (87,586.80 USD) on Blur #GrailAzuki #Azuki
https://t.co/8uGd7xNOZP
Memecoin launchpad on Base → https://t.co/Drr271QDPa 🟦
Elemental #17768 bought for 3.00 ETH (8,935.83 USD) on Blur #AzukiElementals
https://t.co/dTKFfh2zCS
Memecoin launchpad on Base → https://t.co/IaEz7QXhur 🟦
Big day.
Security Warning
our telegram vanity name got taken and has been made into a spoof TG. It IS a drainer.
we are currently updating our telegram and in conversation with the TON foundation to get the spoofed account banned
do not interact with any link that is not on the https://t.co/X5b9swzQOw or https://t.co/HwzrZvlQC7 websites.
please continue to be vigilant and when in doubt reach out to the team
Finally sharing this new commission for @kaironoyume
Really want to thank him for trusting my black-and-white work so much. These days more people are drawn to colored pieces, but he’s one who really love the lines and details in B&W work. They say patience is a warrior's greatest weapon, and Kairo waited nearly 5 months for this one to even begin. That patience means a lot.
For this piece, I even borrowed Blade of the Immortal from a friend just to understand the clan’s atmosphere properly. I didn’t want to just reference the look(i cant replicate Hiroaki Samura's line work anyway lol)… I wanted to absorb the attitude and the philosophy behind Ittoryu.
Every commission teaches me something about storytelling, and this one reminded me that good art needs the right client, the right timing, and the right trust.
Grateful for the support, grateful for the community, and grateful for people like Kairo who let artists take the slow route when needed.
IKZ
we’re giving away a 'make something' merch bundle with our friends at @blockchain.
to enter:
like + rt this post
follow @doodles + @blockchain
good luck, doods • ᴗ •
Hyperliquid has effectively scammed all the Hyperliquid ticker auction buyers by seizing $MON from @monprotocol and handing it over to Monad.
The whole value prop of even buying these spot tickers from Hyperliquid was the immutability of the purchase and the hyperliquid front end UI that gives that ticker the value.
Regardless of the size or success of the token tied to the seized ticker, having Hyperliquid just seize the ticker, quoting just a 'UI change' and hand it over to Monad is the wrong precedent and an injustice to every single ticker buyer who in good faith invested capital into the future success of Hypeliquid.
Not a single one would have bid on any ticker if ownership of that on the Monad frontend was not immutable.
They should offer full refunds to every single aucction ticker buyer.
Shame on them.
Shame on @chameleon_jeff and
@iliensinc, who I thought were better than this.
A number of the spot ticker auction sales went for mid-six figures. One even sold for almost 7 figures.
Some of the higher sales (not all):
GOD for $975,700
ANIME for ~500k
MON for 489K
SOVRN for 262,660.17$
FLASK for 159,794.44$
FARM for 181,291.25$
HYFI for 90,652.95$
SHEEP for 111,683.24$
BUBZ for 118,531.66$
SOLV for 128,345.67$
GENESY for 87,198.02$
WATAR for 73,940.75$
STAR for 66,889.45$
Why were these tickers bid on so high?
Because the teams that bid on them were essentially paying for future distribution rights for their token by having it spot listed on Hyperliquid.
You are NOT paying for some useless backend on-chain ticker that no app will use or support with zero practical utility.
HYPE bag holders will no doubt go into defense mode and try and justify this, but try to understand what's happened here and how negative this is overall.
Let me tell you a little story with you as the protagonist.
1/ You fairly buy a sought-after apartment in a prime city center location at an open auction from a well-regarded developer. The developer has decided to try a new real estate sale format, offering anyone the ability to buy the property for life if they bid the highest.
2/ You participate, and to guarantee you win, you pay a huge premium for that property because the house is literally in a perfect location, a location that will match the life you intend to create for yourself.
3/ You move into the apartment, you furnish it, and you even set up a little home office in it. You invite family to stay, you host events with friends, you slowly make this little space yours. This is your very own apartment, bought from a developer with an impeccable reputation for honesty who prides itself on building quality affordable housing in a city where most developers do not.
4/ But suddenly, in just under a year of owning and living in this property, this developer informs you that a very famous, very wealthy celebrity wants your home. That celebrity already owns multiple houses, but your house is in a prime location that would allow quicker access to his favorite art gallery. The property developer also stands to gain because the celebrity will bring a host of free publicity to that developer by owning that property. The developer will be able to sell even more properties because of that and earn even more money in the future!
4/ The developer, let's call them @HyperliquidX, despite your protests that you bought that home fair and square, forcibly transfers your title deed to the celebrity and then suddenly evicts you from your home. To honor *some* of the terms of the auction sale, but not the spirit of the purchase, you are instead handed the title deed to an apartment outside of the city, in a poor and undesirable location, worth a fraction of what you paid (if anything) on the open market.
5/ Since you LOST the property you actually paid for, you at least ask for a refund because you did NOT get what you paid for, but are told no refunds. Why? Because the developer had a little sneaky line in the sale contract, which stated that the developer fully owns the actual building location, and you were not really buying a title deed to that specific building address, but just 'any' single building the developer owns in the city. Unfortunately, this little side clause was so obscure and written in another language that none of the apartment buyers even knew it existed.
----------
This story is real, and it's what @HyperliquidX has done to @monprotocol in essence.
You can call it what you want. Say that nothing was violated and the ticker on the chain remains the same, and that the UI for the ticker is on hyperliquid.
But I call it theft and nothing but that.
Now I've been a fan of what Hyperliquid has been trying to do over the past year, but what they have done here violates everything they have stated they are about.
@Pixelmon spent $500k to secure the $MON ticker on the hyperliquid ticker auctions.
Did they wildly overpay in hindsight? Yes.
But they fairly won that auction with the full expectation that they would have control of that listing name ON the hyperliquid platform for the foreseeable future.
Only to be kicked aside and have the ticker forcibly changed because of a much bigger project @monad decided they wanted to use the same ticker and Hyperliquid decided on it.
Yes, Pixelmon's gaming token is down 97%.
I should know, I had massive bags there that I did not sell.
Despite web3 gaming pretty much dying and the mon gaming token along with it, the Pixelmon team has been building non-stop and just globally launched their flagship game @wardensascent on Apple Store. They are certainly not dead, nor have they abandoned their community or token.
Oh yes, 'technically' Hyperliquid is only changing the 'front end' UI while the ticker remains unchanged on the chain itself. But in practice, this is basically the open theft of that ticker.
The value of the Hyperliquid spot ticker was ALWAYS primarily the front-end ticker displayed on the platform. Why would anyone possibly pay inflated prices for a ticker when the exchange can (and will) change the name arbitrarily when it best suits their business interests?
What value is there then for all those spot ticker purchasers? Any bigger project can come along and hijack (for free!) your ticker because Hyper will just straight out hand it to them when the trading fee incentives are there.
You don't buy a non-trademarked domain name only to find out, suddenly after you buy it and build a business on it that another bigger company that wants to build a business on the same name can just seize it for free.
So yeah by basically forcibly changing a legitimately paid for ticker, @HyperliquidX has undermined their stated ethos. It's a bad look on their part and shows the company, under the hood, operates much like the very same CEX platforms they claim to be disrupting.
Bad look. Hyperliquid needs to make this right. At the very least, a choice of a better name AND a full refund because what was paid for was basically seized by force.
Azuki #5629 bought for 30.15 ETH (87,925.46 USD) on Blur #GrailAzuki #Azuki
https://t.co/5pMlGxMXbr
Memecoin launchpad on Base → https://t.co/Drr271QDPa 🟦
Join me!
https://t.co/z7DwuHLTDf
💥 Azuki Alley Escape is now LIVE!
An amazing new experience from @GAMEEToken x @Azuki opens today with a pre-gameplay Early Access phase – and early birds get the advantage!
Here’s how to join and claim your rewards 👇 [1/6]
Got a lot of DMs asking me about the current state of @Azuki - from @AzukiPh members, active CT guys, even other Order members
First, my temporary PFP change to a Hypurr doesn’t mean anything except that I am also active/ bullish on @HyperliquidX. NFTs are a minority of my book, but I tweet about Azuki a lot because, the art and vibe is just damn cool
Second, haven’t talked to team post Token as am pretty busy / on vacation. Will sync up when back, but my high level thoughts:
1)
As a new web3 project that saw rapid growth early on, it was right for Azuki to run many experiments, throw multiple lines in the water, and gather data on what might stick, and what might not. Or where the team’s execution capability is, and where it is not.
2)
However, almost 4 years in, the strategy has to be clear, and lines that have stayed in the water for too long have to be pulled back. You have to take the learnings from running years of experiments, and take your best shot at the 1-3 things that show the most promise for PMF, even if it means killing a few babies and causing mass butthurt. Take the short term medicine to survive so you can fight for the one or two worthy “North Stars” you dedicate the totality of your resources to. Less a “pivot” than it is justshredding any management and resource distractions once the North Stars are clear.
3)
It takes balls for @Zagabond @locationtba to make the call to initiate a drastic restructuring, so I respect them for this. At some point it had to be done. As to whether @AzukiTCG and @animecoin dot com are worthy North Stars, I haven’t seen any internal metrics on why they decided these two were “it”, so time will tell. I do agree that the IP has to be taken beyond web3 in order for scalable monetization. There is a distinction between the current community, and the ultimate consumer, they may very well be two different groups with minimal overlap. But both important.
4)
Execution has been mixed (great physical events, awesome physicals in TTJ, @HMoserCie , etc, paired with blunders like the Elementals mint, and ambiguous comms). Regardless, execution needs to be faster at this point years in, and hopefully this restructuring allows that.
5)
Comms around this “restructuring” was lacking, but better last few days with the State of the Garden from @huntclubhero and Z’s discord activity. I only found out about this because people were DMing me asking if Azuki was insolvent or out of runway. Wasn’t a nice way to find out about something like this late after lack of intentional comms, and also not ideal that the juicier explanations came only after the announcement. Leadership should have erred on the side of over communication and more thoughtful delivery, given the number of front facing team departures.
6)
If they said, we’re going hyperfocused on 1-3 high-lever, high- conviction initiatives and therefore making the painful but necessary decision to significantly streamline the org, then start removing people, this shows that the leadership is acting with direction and intention. If they enact something this shocking without comprehensive comms and it causes FUD, then explain in more detail after, it comes off as just, excuses or desperation
7)
In the long term, revenue + cash flow will always be king, so seeing some urgency to manage this is good. But in the short term, when building a venture business in public - the price is the product, and Azuki under mint price / potentially continuing to go down damages the chances of the long-term vision if serious new “consumers” see disgruntled members of the original “community”. With expectations this low now though, it is the time take bold asymmetrical risks imo, but paired with intentional over-communication
I still hold hundreds of Azuki/$ANIME assets in my CS wallets, plus more in undoxxed wallets and exchanges (tho not sure if still worth 7 figs at these prices 😅) and will continue to hold / DCA probably.
Happy FVF, Azuki fam.
👀🐰
State of the Market: Trenches, NFTs, Alts and some hope.
Feels like our ecosystem hasn’t caught a break since December last year, then again in July when Eth bounced back. Every few months it’s just survival mode for most part. Another curveball. Another liquidation wave.
The October flush
The BNB Oracle mess kicked off a chain reaction. Market makers dropped alts 30–50% as part of that whole oracle issue, MEXC insolvency rumors started floating, and everyone got hit.
Scalpers / lenders / traders / holders got wrecked. Nobody came out clean.
The Trenches and Liquidations
The trenches have been rough. Loans tied to NFT assets started breaking down as prices bled. When the oracle issues hit and alts crashed, people who borrowed against their NFTs got trapped - portfolios down bad, loans underwater, collateral gone. A lot of people used trenches to grab extra liquidity and ended up losing both sides: their NFTs and their capital.
It’s a loop that hurts the whole ecosystem. Less repayment, less liquidity, lenders take hits, floors bleed.
If you’ve cooked through all this, you’re up compared to majority of the space. The NFT market’s been taking friendly fire all year. Even people not using leverage are feeling it because the pain trickles into every collection.
Birbs and Pudgys Airdrop / The October Grind
@pudgypenguins holders know the feeling. From the highs earlier this year to the grind these last few months, it’s been constant pressure. @moonbirds had a solid run but got dragged down again during the October flush, even with the official Birb airdrop announcement.
These two in my opinion will have the most potential draw down because scalpers will grind it down;
traders gunning for the airdrops are probably scalping the liquidations to keep the asset while pocketing the change downwards - not many managed to.
For some it was a win-win, but for the holders and community it was more pain.
Since the liquidity’s all shared between lenders and collections. It rippled across everything.
Even Apes, who were chilling around 11 ETH and getting hyped for ApeFest with a bunch of good announcements, ended up dropping with the rest of us.
End of day - supply and demand. But not because demand waned - most went broke or lost it all from this fiscal. Survive til capital flows back - it'll be brighter days ahead friends. I won't say what'll happen after the drop because you all know how they tend to go but this is my take for now.
Airdrops / Consensus trades Over Alts
When alts were falling apart, airdrops honestly felt like the safest play left and next up was consensus trades (Hyperliquid). I was lucky enough to catch a few, did solid in Blur Season 1, went harder in Season 2, and yeah, ate the crumbs in Season 3. Still good ammo for when the market woke back up. It went well, Im not a trader really but Hyperliquid probably kept most of the eco alive.
Airdrops are one of the few ways to stay in the game without overexposing yourself. Right now it’s not about maxing out every allocation, it’s about staying alive, stacking what you can, and being ready when the market flips again. Been using @opensea to swap passively between USDC and Eth related things for the badges monthly. I think it was overly aggro farmed the first month and probably should be more chill, definitely have a feeling it'll be a good one. Most dropped out after burning out last month. Being faded is a good signal since less will be trying.
@arbitrum and some info fi yap been a few good stimmy here and there but take what ya can also - infofi meta doesn't last forever. Market finds inefficiencies overtime and fill the gap. @monad might keep some that got a drop going - so thanks KeoneHD
Survival, Belief, and Azuki
This space rewards people who keep showing up.
This month feels worse than 2018 but the truth’s the same, the ones who believe, adapt, and keep building always outlast. As said above (Supply / Demand / Capital) - low flow month from wipe. Demand will usually go back up if everyone holds strong in what they believe in.
For the Azuki fam, hitting reset was the right call imo. It’s been a long year but sometimes you have to close things that weren’t working and focus on what's got a great footing at success.
A business decision by @Azuki / @Zagabond team - start up things like this is where pivotal calls keeps the business going successfully and last forever. It's rough because everyone are friends - so these things are never easy.
Holder count’s up, the team’s leaner, and they probably saved close to a mil a year in burn. That means faster moves, more focus, and better execution.
From the top down, most people got it - for us community holders, it's a lot to digest but if you understand that then you'll find this change have it's pros instead of the cons.
In times like these, you gotta find comfort in the teams and communities that keep pushing. Surround yourself with people and projects that still have that spark.
Mental fortitude matters here, especially for NFT holders who get hit indirectly every cycle. Hell, I've been thru everything Azuki has hit and I'm still standing. I can't wait to proudly stand in this space at year 4 with @Azuki. You'll get through this hurdle, whoever and wherever you might be.
If you ever need to talk, my DMs are open or find me in Azuki Alpha chat. Take a break. Focus on your health, mentally and physically.
We’ve got @azukirunclub (Goat @0x_jonny), and I’ve been using it to turn financial pain into physical gains lol.
There's @IKATOH_ETH and @IKUZOFITNESS. @emilyrosemcg and @AzukiCarden. Plenty more. Find your tribe in your own ecosystem (This for those listening and not in the garden)
Find your people. Touch some grass. Life really does get better, and this isn’t the end.
The space will still be here. When the opportunities come back, everything moves again frfr.
A day doesnt mean a bad week, a bad week doesn't mean a bad month, a bad month doesn't mean a bad year. And If you're like me, then a bad year doesn't mean a bad life. Grateful for my time in the space - I can say that I am better because of it than when I joined.
When everything burns, the ones that rise again are the ones with strong communities, lasting IP, brands pushing, and teams that keep showing up.
IKZ Forever.
ngl i didn't think we'd be at 24 hours and someone still hasn't figured it out...
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