BRGY. YUGA by BAYCkada

BRGY. YUGA is a community of Filipino @yugalabs NFT holder. BRGY. YUGA is made by @bayckada. Discord:

[BRGY. YUGA by BAYCkada @brgy_yuga]

GM PILIPINAS! 🇵🇭

Ang BRGY YUGA ay magbubukas na para sa lahat ng Pilipinong gustong sumali sa BRGY!

Ito ang link sa aming Discord: https://t.co/S2CNmJUUbs

I-verify ang iyong Yuga assets gamit ang collabland matapos sumali para makakuha ng Yuga role at maka-chat ang buong brgy!

[JBond @jbondwagon]

NFT BULL MARKET:

Yuga breathes 😮‍💨
Everyone: NEVER FADE YUGA

NFT BEAR MARKET:

Yuga breathes 😮‍💨
Everyone: FUD YUGA TO DEATH

The Yuga hate this cycle is palpable. It’s unfair at times. But people are irrational, bull or bear.

[JBond @jbondwagon]

I can feel that vibes are shifting in the Swamp

Apes picking up their shovels and building dope shit

Apes coming together to welcome new apes via @WelcomeApes

Apes stepping up to run for @BaycCouncil

Apes voting for @apecoin ApeChain to be in @arbitrum

BAYC tweeting 2.27 referencing to @yugalabs x @MagicEden marketplace

Apes finally coming home to @OthersideMeta soon

We’re still not yet back but you can see apes building on our way back up

Like I said in my pinned tweet:

“Apes come and go but real ones don’t just stay. They build.” 🏗️🦍

[JBond @jbondwagon]

To my future kids…

You’re all welcome 🤗

[JBond @jbondwagon]

I am my punk and my punk is me

[JBond @jbondwagon]

10 thoughts about @OverpassIP from an IP maxi:

1️⃣ A trustworthy IP platform is much needed in the space after all the scam IP licensing attempts before

2️⃣ Overpass is not the 1st platform who tried this. Remember @boredjob?

3️⃣ But what made people bullish on Overpass? Luca 🐧

4️⃣ Luca and team were able to build @pudgypenguins brand. They’re able to sell 750K+ toys during S1. And now, they’re doing S2 via Overpass. This can be the 1st successful use-case in the platform

5️⃣ But let’s talk about supply & demand in the Overpass IP platform:

Supply:
- up to 8888 Penguins
- up to 21535 Lil Pudgies
- up to 10000 Bored Apes
- with more IPs to come

Demand:
- Pudgy Penguins today for their S2
- end of list at the moment

Even if Overpass team onboards more brands to seek licensing opportunities in the platform, supply will still outweigh demand heavily. Not all who use the platform will get deals

6️⃣ Who will be the brands to potentially seek NFT IPs? Based from experience, these are brands who are opening up to web3. At the moment, there’s not much but I hope the number increases as web3 gains more adoption. I think Pudgy Penguins success can also help onboard Brands to try web3 IPs

7️⃣ If Brands get into Web3, why will they want to use your IP? They can either buy a Penguin themselves, or use their own character? The answer will be risk aversion & noteriety

8️⃣ Risk Aversion - Brands may opt for less risk for a tactical and seasonal campaign. Say Christmas. They look for IPs with Christmas theme and make items with it, rather than buying these IPs and it ends up being stuck with them. That way, they don’t have to spend much to buy the NFTs

9️⃣ Noteriety - your NFT IP has already gained popularity and will be hard for brands to ignore. Say @TheRealDrBombay. Noteriety allows your IP to stand out from the rest of the collection in a certain and unique way

1️⃣0️⃣ How to build noteriety for your IP? Well, you have to bring your IP to life on your own or with partners & not just rely on a licensing platform.

IP licensing platform is great! But it’s not everything. You still have to work on your IP to make it. 🧱

Cheers, fellow IP maxis! 🥂

[JBond @jbondwagon]

BAYC = Bored Ape Yacht Cow 🦍🐄

[JBond @jbondwagon]

GM from my grails who are marked safe from yesterday’s punks & squiggles sweep 🧹

[GENE 🍌💧🍺 🎮 🍫 🦍 @17ikoola]

10KTF x Gucci physicals shipping at the end of the month!!

[GENE 🍌💧🍺 🎮 🍫 🦍 @17ikoola]

With all this talk of a physical clubhouse, I think of how it can be a benefit to holders but also something that is at least revenue-neutral for Yuga to run.

A place where you could bullshit with each other at the bar, grab a conference room to talk about a business or AIP, an arcade to play the latest games, or stock up on the latest Made by Apes products.

Granted you had access to an IRL clubhouse in your city, would you be willing to pay an annual membership fee of $2-3k. No brainer right?

[JBond @jbondwagon]

20 punks sales in the last hour including 18 swept by a new wallet. 👀🧹

Hide your punks.

[idb @iandeborja_]

What about the 'gram?

@BoredApeYC

[GENE 🍌💧🍺 🎮 🍫 🦍 @17ikoola]

GM! My clubhouse light is on so you know that means we’re cooking today! 💡 👨‍🍳

[JBond @jbondwagon]

What does it mean to be in Bored Ape Yacht Club?

It is to belong in a network of degens, and a network of builders

It is to be part of a global web3 community, and a local chapter of that community

It is to vibe in discord & X daily with fellow apes

It is to play fun games, & to compete for stupid prizes against other apes

It is to have access to the Clubhouse, both in Otherside & IRL

It is meeting online friends IRL in Apefest

It is never missing merch drops, even if you have to line up for hours IRL

It is being empowered to create something Made By Apes

It is to be part of internet culture

It is deathnut challenge

It is trolling @tropoFarmer

It is welcoming new apes a-bored

It has never been about the floor price, tho that’s nice, of course

It has always been about the community

It has always been about the network

It has always been about empowering you, just because you own an ape IP

It has always been a lifestyle

It is not just @yugalabs

@BoredApeYC is all of us & what we make it out to be 🦍

[idb @iandeborja_]

CAN I GET SOME 🐮🐮🐮 IN THE CHAT

[JBond @jbondwagon]

In Q1 2023, we got Dookey Dash 🚽

In Q1 2024, we’re getting Dookey Dash again 🐮

And this time, no Sewer Passes needed. Everyone can enter the sewers!

It would be interesting to see if Yuga attaches $APE, Meebits, Kodas, HVs or Apes as prizes for Dookey Dash Unclogged tho 🤔

And to naysayers saying this is just a recycled game, listen

Remember when apes are clamoring for the return of Dookey Dash to help with the vibes while waiting for the next big thing from Yuga? Well, here’s their response. It’s good to see Yuga still listens! 🫡

And no, I’m not part of the @yugalabsgaming council 😂

[GENE 🍌💧🍺 🎮 🍫 🦍 @17ikoola]

BAYC MERCH: a mega thread 🧵

A thread about threads, if you will 😉

Been meaning to put something like this together for a long time. Really just meant to highlight a few of my favorites but accidentally catalogued the majority of pieces! Let me know what I missed, let me know what your personal faves are, or let me know what you’d like to see in a future drop! Also shoutout to the merch king @null_eth for helping compile all the items!

So let’s start with an overview, drop by drop, piece by piece, along with some of my favorites in each collection. I count 11 total drops featuring 7 broad categories of merch…

[idb @iandeborja_]

HAPPY NFL PLAYOFFS TO ALL WHO CELEBRATE.

[GENE 🍌💧🍺 🎮 🍫 🦍 @17ikoola]

Best part about these dips is all the new ape fam! If you have any questions, don’t be afraid to ask any member with the verified ape name tag 🍌

WELCOME TO THE SWAMP!

[JBond @jbondwagon]

When most NFT collections are on life support right now, Cryptopunks are amazingly trading above $150K.

And yet I feel these are rookie numbers for punks.

Send it. 🚀

[JBond @jbondwagon]

“The higher the monkey climbs a tree, the more you can see his ass.” - T. Boone Pickens

Yuga has been overly scrutinized for various reasons. But criticism stems from one thing imo: Yuga assets being laggards vs others as of late 🐢

And I’ll try to contextualize that here ⬇️

Back in 2021, BAYC rose meteorically into prominence. Yuga became a powerhouse that once captured 80% of all NFT trading volume in a given day. But since then Yuga’s had glaring misses, other projects caught up, and Blur & Opensea made web3 landscape shift away from royalties

It’s tempting & fun to ridicule the struggles of Yuga today. But it’s easy to overlook how many forces pull an industry leader away from their competitive advantage as a leader. Yuga’s always had a big target at their back 🎯

According to @morganhousel, here are 5 things that eat away competitive advantage. I’ll try to relate them to Yuga:

1️⃣ Pitfall of being right instills confidence that you can’t be wrong.
- Dookey Dash last year was a massive success. The Forge, not so much. And Yuga hadn’t done enough pivots during The Forge to make things better for grinding players

2️⃣ Success leads to growth, but a big organization is different from a small one
- Yuga has grown from an upstart group to a large startup with $4Bn valuation. Strategies that worked before can’t be done right now.
- I always like to say “what got you here won’t get you there”

3️⃣ Irony that people often work to gain competitive advantage for the intended purpose of not having to work as hard in the future
- Not necessarily relating to Yuga, but maybe it relates to its holders. Holders had been so pampered with price go up & airdrops. This made non-holders work hard for BAYC/MAYC. But the changing world proves that this isn’t the case anymore today. Days of $10k airdrops may be gone

4️⃣ Skill that’s valuable in one era may not extend to the next
- Yuga has relied on royalties for stream of income. That’s why airdrops worked before. Because Yuga can earn once they’re sold in the marketplace. But with the advent of Blur and Opensea, Yuga had to look in the mirror and pivot (to a Magic Eden marketplace that would enforce royalties)

5️⃣ Success is owed to being in the right place at the right time
- It’s no secret that BAYC started the whole PFP as membership, community, IP trend. The early BAYC vibes were so special. Yuga hit a lightning in a bottle moment with that. It will be hard to replicate this again moving forward

Yuga suddenly being the top Web3 company puts much attention to everything they do. Every miss, every mistake, every wrong is magnified. Being on top of the tree, exposes the ape’s ass to everyone

But not all is lost. Yuga still is a powerhouse, they’re still well funded, and they’re now equipped with experience & learning from recent misses + what’s working in the new landscape

I trust that @yugalabs @dalegre @CryptoGarga @GordonGoner & team have a plan in place. It may be a pivot and it may take some time. I think Yuga goes all out once their new marketplace with @MagicEden goes out. Til then, we need to be patient.

We also need to be proactive. We can look into how we can be value-adding members of the club. Be the change you want Yuga to be.

We can watch & enjoy others cook for now. But it would be a grave mistake to fade Yuga.