flow

[flow @flowtrades_]

https://t.co/irdaH9x0fZ

[flow @flowtrades_]

This is spot on. Nothing changes if nothing changes, so instead of getting upset by the current price action, use it as an opportunity to bid projects that are fundamentally strong and have amazing teams behind them. You aren't just investing in a project for where it is now, you are investing for where its growth and success will take it. Conviction comes from action, so look for the teams that are working hard no matter the market conditions.

[Simon Dedic @sjdedic]

Maybe crypto‘s biggest problem is that the market is still dominated by emotional yolo boys who have no idea why they own what they own.

They buy into narratives or because someone on their timeline told them to. They buy because a chart looked good for 15 minutes. And then when it drops -40%, they panic because there was never any conviction or fundamentals underneath to begin with.

If you actually held assets you genuinely believed in, assets where you understood the fundamentals, where you could articulate why they’re undervalued, you wouldn’t be stressed right now.

You’d be adding.

But most people don’t do that. Most people are just playing casino and getting angry at the casino for doing exactly what casinos do.

The market isn’t the problem.

You are.

[Dippy.eth @dippy_eth]

Why is nobody talking about the retention metrics on solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp right now?

We are seeing protocols with zero revenue trading at $500M valuations, while @Collector_Crypt is quietly seeing 30-40% user retention on their Gachapon system and has processed $19M in physical redemptions

Let's break down the actual mechanics of why this token is structurally designed to appreciate:

1 : The Physical Vault Deflation
Every tokenized asset on their platform is backed by a physically graded card. If you want the physical card, you burn the NFT. $19M worth of slabs have already been removed from the digital ecosystem

2 : The Sports Catalyst
As of this week, @gachasports is officially LIVE. They are expanding from anime/TCG directly into the multi-billion dollar sports collectibles market

3 : The "Arena" Utility
With the @Rosentica integration, your cards aren't just sitting in a wallet. You can use them in arena trials for rewards

When you look at the real-world value flowing through this platform (a $42,500 Skyridge Charizard was just pulled), it’s heavily undervalued. I'm adding to my spot bag solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp here. If the sports expansion fails to attract traditional collectors, the thesis is invalidated. Numbers speak for themselves

solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is quietly becoming the #1 consumer app on @solana

[flow @flowtrades_]

In times like these it’s important to remember that slow is smooth and smooth is fast. It sounds cliche and I don’t want to just sound like another account trying to be philosophical but it’s true. What has happened has happened. Be rational not emotional. This is an opportunity to reset mentally and wait. Patience is your best bet. Under no circumstances do you chase and capitulate. Time is your friend so use it to bid quality at a discount.

[Bobby @bobbybanzai]

$CARDS $HYPE Barbell

Buying more

[nobi @0xnobi]

had a quick catch up call with @JoeMunnsHK yesterday and just woke up even more bullish on everything onchain tcg

the broader crypto market may be down bad, but that only means the work we do now will be more meaningful as we roar back to life

bullish and ready to win

[Kunal Doshi @Kunallegendd]

The latest earnings of @gamestop may have been one of the most bullish developments for the onchain TCG sector this year.

The company reported the highest quarterly profit in its history, driven largely by strength in collectibles. The segment generated $349M in revenue during the quarter, accounting for 42% of total sales. This includes TCG products, grading services, Power Packs, toys and other collectibles related merchandise.

The results reinforce a trend that many investors continue to underestimate: collectibles are no longer a niche category. They are increasingly becoming one of the most important growth drivers across the broader retail market.

A key advantage for GameStop has been its partnership with PSA, which effectively serves as the inventory backbone for its Power Packs product.

For onchain collectibles platforms, the numbers help frame the size of the opportunity. @Collector_Crypt generated $21.3M in net revenue over the last three months. By comparison, GameStop's collectibles segment alone generated roughly 16x that amount in a single quarter.

The more interesting takeaway is that Collector Crypt is not competing for a crypto native market. It is competing for a share of a much larger collectibles economy that is already proving capable of generating hundreds of millions in quarterly revenue.

In many ways, Collector Crypt already has the better product. Users benefit from more transparent odds and stronger buyback rates versus GameStop's Power Packs offering.

Despite operating in a much earlier stage of growth, Collector Crypt trades at only a modest premium to GameStop on a sales basis, roughly 4x-5x annualized revenue versus around 3x sales for GameStop.

The key question is no longer whether demand for collectibles exists. GameStop's earnings answered that.

The question is whether Collector Crypt can successfully expand beyond crypto natives and build an onboarding experience that captures the much larger retail audience already participating in the collectibles boom.

Bullish on solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp

[Collector Crypt @Collector_Crypt]

From an idea to the #1 consumer app on @Solana.

Our story, like you've never seen it. Coming soon.

[Simon Dedic @sjdedic]

Hyperliquid’s secret to success was as simple as it was genius:

Nail the product → attract the liquidity and users → then let builders build on top of that.

Product becomes platform.

The exact same thing is happening with @Collector_Crypt right now, with projects like @renaissxyz, @slabcash, @ComicBook, @MagicEden others building on top of their infrastructure and inventory - horizontally expanding both their distribution and revenue.

What they are cooking in-house on that front will take all of this to a whole new level.

If you only knew.

[Collector Crypt @Collector_Crypt]

https://t.co/74Cq8FlqsK

[nobi @0xnobi]

You don't hear enough people including the fact that Collector Crypt has expanded to the EVM and is only going to increase their reach in their $CARDS thesis.

The reality is that we're building @slabcash in partnership with CC, and I've never been more bullish on what we can accomplish.

Collector Crypt will act as the physical infrastructure layer, while Slab will provide best-in-class collection tracking and onchain tooling.

There is no second best when it comes to onchain TCGs, and I'm proud to have invested in Collector Crypt through @nobi_ventures 🐈‍⬛

[Bluntz @Bluntz_Capital]

this $cards uptrend is solid and text book, keeps breaking out and consolidating above highs.

ppl keep pointing out the revenue numbers that collectr crypt are doing shouldn't be used because revenue isnt profit, which is absurd, but lets agree for the sake of their own argument and use profit numbers instead.

collectr crypt did 4.6m profit last month and this month all signs are pointing towards that being even higher, annualized thats 55m profit.

if we were valuing this like a stock we'd be talking 700m-1b mcap and thats conservative.

team has already said they intend to do buybacks in the future but will do so months after the fact so people cant frontrun them, telegraphing it to the world is -EV for them duh.

also FWIW many people obivously want buybacks but as a holder i personally want the team to keep reinvesting profits into inventory, team also knows this is how they win.

not only are they making insane money on the gacha itself but long term, the real growth imo will come from the marketplace itself which takes a 2% fee for any slabs sold (ebay charges 10%)

this relies on people keeping cards they pull on collectr crypt and trading on the marketplace, and the only way the marketplace gets the liquidity it needs to succeed is by constantly procuring more inventory and people keeping cards they pull on the gacha, they incentivize people keeping the cards by having the spins be +EV over the long term which they are already doing and around 35% of people are already keeping cards pulled

buybacks are great for the short term non believers but they come at the expense of growth, and i believe the team knows this, @TuomHolmberg seems like a very smart guy.

[flow @flowtrades_]

I believe patience is the way. I'm still seeing a lot of misinformation on the timeline. The CC team is elite and has their communities best interests at heart. Now all we can do is continue to support them and put more eyes on their ecosystem. In the meantime hopefully more people will educate themselves and will see the opportunity that is laid out in front of them by familiarizing themselves with the business.

[pow🧲 @traderpow]

It's almost been a year now since taking the $CARDS trade.

I've always kept $CARDS in the background to see when it'd find its pico bottom (took quite sometime) and rebound back up (as it should). I'm a fan of the hobby (TCG - Pokemon) and still fascinated of how @Collector_Crypt has structured themselves to become this successful and expanding much further.

I've repositioned accordingly through the last few days and think that time is set. FDV is about 365m~ and 47m~ circ mcap currently.

The thesis still stands and I believe that the "trencher money" upon its launch redistro'd with believers of the company + TCG enthusiasts + trade opportunists.

Great read here: https://t.co/l7eLsarjOt

[Simon Dedic @sjdedic]

Being one of a handful of investors who believed in @Collector_Crypt in early 2024 while dozens of VCs just midcurved it and passed feels like such a flex now.

Being the only one who didn't sell all their unlocks but actually tripled down on $CARDS at the bottom even more so.

When you find a winner, you just hold it.

[flow @flowtrades_]

@ScottyD_Russell Thank you I appreciate it Scotty!

[flow @flowtrades_]

https://t.co/irdaH9x0fZ

[flow @flowtrades_]

@lesabrefomo Thank you lesabre 🙂

[flow @flowtrades_]

@bobbybanzai thank you Bobby!

[flow @flowtrades_]

@sylvaindurig no worries at all, I feel like a lot of people have the wrong idea of what's going on, and are missing out on how great the team at Collector Crypt is so wanted to do my part to help.

[flow @flowtrades_]

@Bluntz_Capital thank you appreciate it🙂

[flow @flowtrades_]

@sjdedic Thank you appreciate it 🙂