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SOLANA NFT/DEFI/TWITTER ECOSYSTEM
ISSUE #84
◎0.25
Aardvark
wallet messaging
PFP NFT 101
dexterlab
HOLD ON!
ENNEFTEE ANSWERS
ALPHA CALLERS
NFT_DOCTOR33
MONEY MINTERS
OTAKU_1996SOL
& MUCH more
ISSUE
84
4
14
46
51 53 84
86
FROM THE EDITOR
14 Aard_Tech
Building Aardvark
Building Aardvark #alpha
PFP NFTs 101
DexterlabData #alpha
Hold on!
enneftee runs the numbers #alpha
Solana Staking Alliance
stakingalliancerattles the sabre #alpha
Alpha Callers
NFT_Doctor33 explains #alpha
86 otaku
126 evaluatorrrr
GlennHodlNFT analysis
131
otaku_1996Sol where the money is #alpha
GlennHodlNFT analysis #alpha
whois RHYME?
Rhymedefined on why the new handle
oxxycon
Issue 84
Chicken Little is walking in the woods when she is struck by an acorn falling from one of the trees. Convinced
that this is a sign the sky is falling in, Chicken Little rushes from the woods to go and warn the king.
On her way to see the king, she meets a number of her friends, and tells them that the sky is falling, and that
she has first-hand evidence of this.
And yet, across the Solana ecosystem the true builders are still building. They are not packing up their project
and moving. They are not closing down. Building. Even 1of1 artists are still grinding away trying to score a
sale. Who are you in the fable? Chicken Little screaming that the sky is falling or one of the friends who blindly
follows Little's cries that the end is near? Keep your eyes on the builders. #Justsaying
A whirlwind week for #SHILLzine as we focussed more on stocking the vault than putting this magazine
together! In what was a HUGE surprise, the crew over at GhostKidDAO discovered #SHILLzine. Without
knowing, the team added #SHILLzine to their Boontie platform. The love from this GKD Boontie was immense.
Many thanks to the GKD crew and holders- probably the biggest raiders in the space!
#SHILLzine also secured 15+ pieces.
A couple of auctions lost (thanks to
the timezone 3am auction ending- yes
LowBrowNative, I was waking up as your
auction ended!). All in all, really happy
with the acquisitions. An interesting piece
by F4llenD4mien, Freks keeps pumping
them out, OctavCodrea- I couldn't resist
as it looks great mounted on my wall,
AlexMantesso your photos intrigue me,
keep them coming! JuniDoe's pieces
makes me feel like I didn't miss that other
10k mint, and who doesn't love a y00t
mint when you're $Sol poor! Wrapping the
week up is a douglasrmccurdy finally!
I was thinking that this issue would slim
down a little but, as the week progressed,
the curation of NFTs grew. Over 100 NFTs
featured in this issue! Over 24hrs worth
of scouring marketplaces and Twitter.
Articles? Hell yeah! Enough to keep you
reading all week long. So, flip your device over to landscape mode. Kick off your shoes. Grab your favourite
drink. This issue is going to be a blast!
Your support via retweets helps #SHILLzine reach a broader audience. Every retweet is greatly appreciated. It
has helped this magazine achieve 533,941 Views across 83 issues. That has to be something?
Ready to dive in?
#SHILLzine is INDEPENDENT. @Pixeltoy puts it together. The content used is IMPARTIAL. #SHILLzine neither
AGREES nor DISAGREES. It is presented in these pages as a reflection of the sentiment of the time. Sometimes
controversial. Sometimes exciting. It is presented in these pages so that YOU make your own mind up.
@Pixeltoy
The following pieces are what #SHILLzine collected over the past week.
#SHILLzine still has pieces listed for auction. Every little purchase helps make this magazine worthwhile. Listed
on both FF and Exchg. Proceeds go to helping this magazine grow and become better. All the World's a Stage
is live now https://exchange.art/pixeltoy/ and Do You See Me? https://formfunction.xyz/@Pixeltoy.sol/
DrRobo7
F4llenD4mieN
octavcodrea
freks Xpress
Saintsuffers
alexmantesso
yobaninja
laufaria
arielgricio
alexmantesso
JUNTDOE
STREET KID
0xBanana
36perspective
MOON PASS
douglasrmccurdy
PROBABLY
@SolanaSensei
111.1k followers
I will remember those who stayed here during
the worst of the bear market.
I will remember those twitter handles, those
PFPs and your beautiful vibes.
You are the future Solana OGs. I want you
all to remember this exact tweet.
Thank you. I love you.
Keep your eyes on...
Rejected y00ts
CyberPunks
Secret Sphinx Society
Welcome to Aardvark!
We are building the best platform for trusted interactions in Web3. Between communication, trading, NFT holder
verification, and much more, Aardvark is building an ecosystem of tools that will change the way people interact
in the blockchain ecosystem.
Learn more about our company and the team behind Aardvark. Then, check out our first product, Aardvark Messenger,
and learn more about our very first NFT. Use the Links section to find all the important information about
our project.
Aardvark Messenger
Aardvark Messenger is an end-to-end encrypted, platform-agnostic, wallet-based messenger we first launched in
mid-2022. This application creates trusted communication and interaction between parties, regardless of whether
those parties are known to each other.
End-to-End Encryption
Security is one of the core tenants of our company and products. Our messaging platform leverages the most
secure form of communication, end-to-end encryption, which means only the sender and receiver(s) can read
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SHILL Issue #83
messages.
Aardvark cannot read your messages, services cannot,
and even authorities or government agencies cannot.
Platform Agnostic
Since we believe in a multi-chain future, we do not lock
our products to any single blockchain. We can integrate
with any protocol and currently support Ethereum and
Solana. So now, you can send a message to any wallet
address on a supported blockchain, even if you don’t
have a wallet for it.
Solana wallets can send messages to Ethereum wallets.
Ethereum wallets can send messages to Solana wallets.
The possibilities are endless.
Wallet Based
If wallets are the fundamental aspect of Web3 and
blockchain, why is it so hard to interact with someone
at the wallet level? Our platform finally enables the
ability to initiate chat, peer-to-peer trading, or complex
notifications to users solely based on a wallet address.
Space exploring Aardvarks from all over the universe
A collection of Aardvarks from unique biomes all over
the universe, Aardvark NFTs will take over the ecosystem!
We wouldn’t be a community based Web3 project
without an NFT. We are creating a collection of universe-exploring
Aardvarks from many different factions,
working together to solve the mysteries of the cosmos.
Collection Details
Chain: Solana
Mint Date: TBD - estimated early November 2022
Mint Price: TBA Supply: TBD
Show your support by joining our Discord and getting
yourself whitelisted for our collection! Community links
can be found in the Links section. Aardvark holders will
receive an awesome NFT and amazing utility.
We love our Aardvark holders!
Holders of our NFTs have a special place in our hearts,
and we will keep them in mind in everything we do.
Therefore, we will work hard to keep the list of utilities
growing as our company and products evolve.
Right now, you won’t see cliche utility like NFT staking
rewards and airdrops. We would love to explore these
benefits when the time is right, but we have no intention
of creating something that isn’t sustainable. When
we build a native token economy, it will be made to
last.
This is a growing list of benefits! If you have ideas or
feedback, feel free to provide them at https://roadmap.
aardvark.sh/ or in our Discord server!
Community Benefits
Designated role in the Aardvark Discord. Of course, we
want to have our holders stand out within our Discord
community!
Special user badge in the Aardvark applications. We
want to recognize our holders everywhere! Aardvark
users that are NFT holders will get a special badge within
the messenger and other future applications. This
way, everyone knows who the real Aardvarks are!
SHILL Issue #83
15
Financial Benefits
Commission-free trading. As we build out more complex
trading features, like cross-chain NFT swaps,
Aardvark will incorporate a small commission. Holders
will never pay these commissions!
Free access to paid or premium features, forever. Aardvark
will continue to build new features, products, and
applications. Holders will always receive these benefits
at no charge.
Early access to new features and applications. Become
a part of our early access community! Aardvark holders
will always be first in line for new features or entirely
new services.
Projects integrating with our platform will be encouraged
to donate one or more NFTs from their collection.
Our holders will be able to participate in raffles and
giveaways for these NFTs at no cost.
Driving Value
We all know creating demand for a collection is key to
making it valuable. As other projects and services integrate
with our platform, to take advantage of notifications
or other features, we will require them to hold at
least one Aardvark NFT. Doing so will increase demand
and reduce the circulating supply of our collection,
thereby driving a higher value for our holders.
Why Should I Buy?
Between partner projects and everyday holders, there
will be extremely limited supply and high demand for
our Aardstronauts collection. Don’t be left behind!
The Aardstronauts are blasting off with or without you
(preferably with you!)
ABOUT
Aardvark Technologies LLC
Aardvark Technologies is a fully registered company in
the United States. Our goal is to build products that improve
the Web3 experience for all users, whether they
are experienced veterans or newly minted members of
the ecosystem.
Beginnings
Aardvark Technologies was started in late 2021 when
founders Joey Richter and Austin Zurfluh experienced
a problem in the web3 ecosystem. They wanted to get
a hold of someone at a given wallet address, but they
had no way to do so. Armed with an idea, they set out
to solve the problem and eventually launched a closed
alpha version of Aardvark Messenger in April 2022.
Today
We are scaling out our applications, team, and capabilities,
targeting new markets, and striving for that
hockey stick growth pattern. We are focused on mobile
application development, partner integration, notification
support, and building towards becoming the
standard Web3 communication and identity platform.
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SHILL Issue #83
SHILL Issue #83
17
BeverlyKills
Camille Halluin
Comedian
Dr_Revel_NFT
Easy E
Ikal Laki
juntdoe
NFTerryBain
BlockFramez
AndsProject
Celstialbody
NOFACE
Shilonious
Shilonious
andrelinophoto
andrelinophoto
bendolgasm
destroyxstairs
eluzra
eluzra
juntdoe
juntdoe
ubaydhd
yula_nft
@DexterlabData
Social media profile pictures have become one of the most popular ways to display NFT ownership and involvement
in the crypto world. So what exactly are PFP NFTs? Let’s find out!
MIRJAM TEISS
Owning an NFT is seen as rather trendy in today’s world. Having an NFT as your profile picture on social channels
shows that you are very well-informed about the latest technological advancements.
Last year, there was a great rise in the number of PFP NFT projects in the crypto world as people are eager to
experience the metaverse and for this, users need unique avatars representing themselves.
And the hype around PFP NFTs has reached even those not so familiar with the crypto sphere thanks to some
popular projects like The Bored Ape Yacht Club and also due to celebrities such as Gwyneth Paltrow, Justin
Bieber, Jimmy Fallon, and many more, displaying their NFTs as avatars on social media.
So, what exactly is a PFP NFT, and what is this fuzz really all about? Let’s dig into it by looking at some of the
perks and popular PFP NFT projects.
What is a PFP NFT?
PFP NFTs, short for Profile Picture Non-Fungible Tokens, are on the borderline of generative digital artworks
and collectibles.
The reason why PFP NFTs can be considered collectibles is that they usually come in large quantities (around
10k) and have various degrees of rarity, which makes some of the NFTs more valuable than others.
A PFP NFT generator creates unique NFTs with each separate artwork displaying the face of the “main characters”
(be it apes, ducks, penguins, humans, goblins, etc.) together with a mix of traits (body type, head
shape, accessories, background color, etc.) that determine the rarity of the NFTs.
Twitter which is huge among crypto enthusiasts, has launched a feature that enables users to connect their
NFTs to their account through their crypto wallet and display the artwork as their avatars.
Why Have PFP NFTs Gained So Much Popularity?
The first ever PFP NFT project, CryptoPunks, paved the way for hundreds of other generative art avatar projects
to come into existence.
But naturally, people are often left to wonder how so many are eager to buy these NFTs and, in some cases,
pay quite a bit of money for them.
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SHILL Issue #83
Let’s go over what is the driving force behind the profile picture NFT popularity:
• Focus on community. The owners of PFP NFTs often get voting rights and are encouraged to actively participate in the decisions
regarding the future of the project.
• Real-life and virtual utilities. PFPs often offer exclusive access to events to their holders, enable access to their virtual
worlds and give out vouchers to use for games, physical toys, and even meals.
• Monetizing assets. Many PFP NFT projects have launched their merchandise stores, and some projects also allow NFT holders
to monetize their own assets by creating merch like T-shirts, hoodies, caps, mugs, etc.
So, simply put, the reasons why PFPs are so desired and often surpass other types of NFTs is that they offer
better monetization opportunities and community involvement and provide the chance to showcase your
personality in the virtual world.
Some Of the Top PFP NFT Projects
We have made a list of some high-performing PFP NFT projects that you should know about (except for the
obvious we have already mentioned a few times).
Azuki
Azuki is an anime themed PFP project that was released on January 12, 2022, and features 10 000 unique
avatars.
Azuki’s founder emphasized early on that their goal was to create the largest decentralized metaverse brand
that is built and owned by the community. Just after the launch, the sales skyrocketed, and the current floor
price sits just below 10.3 ETH on the OpenSea marketplace.
CloneX
CloneX is a joint venture between metaverse fashion house RTFKT and the prominent multimedia artist
Takashi Murakami.
The PFP project was released on November 29, 2021, selling out in less than a day. The collection features
20 000 3D NFTs, and they have gained a lot of attention with their numerous Nike integrations.
The initial CloneX collection still receives a lot of attention from new and more advanced NFT collectors alike,
SHILL Issue #83
47
as they are releasing new virtual and real-world expansions almost monthly.
The current floor price of CloneX on the OpenSea marketplace is 8.5 ETH.
DeGods
DeGods is easily the hottest PFP NFT collection on the Solana blockchain, with a current floor price of 288
SOL.
DeGods minted on October 8, 2021, featuring 10 000 colorful virtual gods. The project has been received
very well by the community as they show high interest in the owners of their NFTs.
For instance, a DeGod NFT gives the holder the ability to mine $DUST, have access to DeGods NFT tracking
mobile app DYOR, and many more awesome utilities.
Pudgy Penguins
Pudgy Penguins released on July 22, 2022, featuring 8888 fuzzy penguins that brought a lot of positivity to
the NFT space. Currently, the floor price of the cuddly birdies is at 2.9 ETH.
While the little birds have seen some ups and downs, the great thing about this project is that it truly shows
the power of the community.
After some problems surrounding the founder last year, the community decided to vote him down, and Pudgy
Penguins were sold to Netz Capital for $2.5 million dollars.
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SHILL Issue #83
Now, Pudgy Penguins together with their companion collection Lil Pudgies are spreading their wings outside
of the blockchain environment as well with plans to become an entertainment brand.
Goblintown.WTF
Goblintown.WTF was launched on May 20, 2022. One of the things that makes this project unique is that
they were one of the first to introduce free-to-mint model allowing users to get their NFTs with no costs except
for gas fees.
Moreover, the collection of 9999 showcasing funny-looking goblins has taken a rather different approach
from many PFP NFT collections. They have stuck to their original plan of not launching a roadmap, and not offering
utility nor Discord for their users. Nonetheless, they have become very successful and desirable among
the NFT community.
To Sum Up
There’s no doubt that PFP NFTs are more than just pieces of generative digital artwork and that they will
have a strong place in the future of the metaverse.
Furthermore, the reason why PFPs have managed to gain the attention of NFT collectors, investors, and traders
are that most PFP NFT projects have a defined roadmap, provide utility, and are backed up by a strong
community who are usually given perks such as being actively involved in the development of the project.
SHILL Issue #83
49
@enneftee
How long should you hold an nft? short answer is 61-88 days. the specific problem I am looking to tackle is: what
is the maximum length of time you should hold a “bluechip” solana nft, on average, so that you gain bulk of the
profits while reducing your risk?
Let’s define a few things:
1. bulk of the profit = 60-90% of ATH price
2. nfts studied are past and present projects who were all at one point considered “must haves”
3. min: 6 months of fp data
Inspired by a conversation I had with @bored2deathX a few months back.
First, we get historical prices of nfts. in white are prices from @SolanaFloor & @HelloMoon_io, in red are
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SHILL Issue #83
missing data that had to be extrapolated from mint price. getting @SolanaMBS & @DeGodsNFT early fp data was
tricky! fortunately the impact of the missing data is low.
Next task is we normalize that fp data from 0-100 (100 being ath price) to compare them with each other. from left
to right = oldest to newest project (cets & okayb uses latest fp to fill the minimum 180 days of data needed).
If we take the average of all 20 projects and plot it out on a line chart, we can see a clearer pattern. We can see
how bulk of the price increase is already achieved on day 61 and holding further provides little benefit.
SHILL Issue #83
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Next, we compute for how long it takes for a project to reach bulk of the profits (60+% of ath price) in order to
determine how long should we hold an nft and capture those gains outliers are: @FamousFoxFed @DeGodsNFT
@catalinawhales @degencoinflip
We can see from the chart above that: 1. on average after 61-88 days, nfts have already gained most of the fp
increase 2. after 94 days on average, nfts are past their ath price & are on the decline 3. you will of course miss
outliers like @DeGodsNFT but that is expected.
In case you are curious: floor prices (in sol) 61-88 days after mint. I’m not saying you should sell at the 61-88 days
mark but rather after 61-88 days on average, a project already gained most of the fp value and holding it beyond
increases your risk with lesser benefits.
The idea is, as traders we want to be able to absorb bulk of the gains while reducing risks associated with bag
holding. We want to remain flexible and have our liquidity back as soon as possible to be able to constantly rotate
profits.
Disclaimer: this is obviously an imperfect methodology as it relies on averages, but nonetheless a fun thought
experiment to come up with some sort of general guide. Let me know if you have a better idea!
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@stakingalliance
The Solana Staking Alliance is a community-driven organisation whose goal is to grow and enhance staking
on Solana. Here’s a thread on why we were formed and what our aims are.
On September 30th 2022, the Solana network went down for a period of 8h16 min. The cluster restart
took longer than ideal, because many validators did not have adequate alerting infrastructure. The idea
of a Staking Alliance was sparked off this crisis.
It was clear that there were several issues facing staking.
For eg:
> Lack of good real-time information about validators for stakers.
> Validators lack real-time alerting.
> Centralisation risk of liquid staking solutions.
> Proposed 100 SOL min for stake accounts.
In the light of the FTX debacle, it became even more clear to us that the Solana staking community
needed to be proactive and stand up for the network. The Solana Staking Alliance was thus born.
The Alliance aims to be:
> A community that shares and incubates ideas that advance staking.
> A way for validators to discuss and govern proposed new features that affect staking on Solana.
> A foundation that supports developers and smaller validators.
Further, the Alliance aims to be a collective that builds tools and programs to strengthen staking on
Solana. In this very short time, we already have seen plenty of work. This ranges from article guides, to
feature proposals/PR, to whitepaper of a new liquid staking primitive.
If you are a validator, staker, stake pool operator, or ecosystem member, you are warmly welcomed to
join and contribute to the Alliance!
Check our Discord: https://discord.gg/chqhQ3jSU9
Our Forum: https://forum.stakingalliance.org
Collaborative Whitepaper: https://notion.so/soceanfi/Whitepaper-WIP-8cbcfcb8c0d24eb68913e4de2f95ba04…
For Solana!
SHILL Issue #83
53
DAM ZINE
DAM ZINE
0xBanana
lotusjosephine
2DSurreal
2DSurreal
36Perspective
36Perspective
Basket
AndyRox88
BlackingBoy
BlackingBoy
BonyVXL
DeezyEllis
Caro
Caro
DeezyEllis
DeltaDimension
EvwiBeal
HyBlinxx
Hersoid
Hersoid
Hersoid
Ikal Laki
@NFT_Doctor33
Whenever we have a “bull” market we always see the glorification of some alpha callers and people looking for
“alpha” left and right for the next 10x. But there are several fundamental issues with this behaviour and we are
going the investigate them with this thread.
1) The reasons for pumps
Pumps in NFTs (or any other assets) occur due to unproportional amount of buy pressure when compared to
usual which overwhelms the sell pressure. This generally happens not due to the fundamentals of projects or TA
but happens due to hype.
Starts with one or two influential people shilling projects and others following it, it can snowball quickly because
everyone who follows the calls shares their purchases (bc they are hyped, and they want to get engagement) and
voilà in a few hours your feed is full with tweets from the project.
This causes pumps and dumps because the hype is not sustainable, and this power can be quite dangerous if the
person giving the calls misses certain ethical merits.
2) Ethical Considerations.
The majority of “alpha callers” are hungry for profit. And they will use their power to get easy money. This is the
most prominent with low supply projects with low volume.
You can see lots of random projects being called and here is how it works:
i. The alpha caller finds a bullshit alpha (a new artist joined the team)
ii. Buys from low supply and low volume projects.
iii. Shills it and makes an easy 2-3x profit (sells right after shilling).
This person then would be overly glorified by the NFT community because their call was made 2-3x instantly, but
one needs to think if this person didn’t have the same influence would we still see the same pump. The answer is
no.
Don’t forget! This person doesn’t have to be super influential. They might be a friend of yours talking about a
project in your discord channel just to try look for an exit liq or pump their bags.
84 SHILL Issue #83
3) Publication Bias.
Not all these calls result in success someone sometimes made a call, and that project never moves or goes down. But
the person who made the call never says I was wrong. Instead, whenever their call right we see “I told you so” “I hope u
listened my call”
How can we fix this problem?
For the followers
I. Know your alpha caller. Be careful with their behaviour and even track their wallet. If they are dumping their
bags on you, expose them so that they lose credibility.
II. Look for conflict of interest. Does the alpha caller work for the project? How many do they hold? What is their
entry? What is their exit?
III. Follow fundamentals and logic. Does the alpha makes sense? The shock of supply and more buy pressure
always makes sense but is the provided alpha going to result into this? Or is it just bullshit? “The team is build00rs”
“Big things coming”
For the Alpha callers
i. Make your alpha calls with an entry point. E.g: Enter this project from 1.8-2 This somewhat prevents people
aping in like a mad man and stops pumps and dumps.
ii. Disclose your conflict of interest. Your bags, your connections to the project.
iii. Give bearish alpha! Not all about making a profit, it is also preventing a loss. E.g. “This project pumped hard
could be a good exit” “This utility no longer works exit” etc.
iv. Share your failed calls as much as you share your successful calls. No one can be right every time. I fucked up
many times. But grow up. And take responsibility.
Before ending. Alpha callers are essential there is no way for anyone to follow every project. There are many alpha callers
trying their best to help their community and this thread is not meant to criticise you. I really appreciate all of those
who grind for their community!
If you are one of those who try to make banks via fooling people with your fake alpha fuck you. If you are just a follower
just be extremely careful about who are you following. Cheers and out.
@otaku_1996sol
I started learning about ‘Solana’ blockchain in the beginning
of this year On March 2022 , I entered into SOL
NFTs. In this thread I go over every single lesson I learnt
along the way about making money from Solana NFTs:
In this thread I’ll cover: 1. Buying money minters 2.
Passive income plays 3. Targeting good mints 4. Getting
in early 5. Price action trading 6. Arbitrage 7. Providing
liquidity 8. Investing in validators
Buying money minters
These projects grant a way to get upcoming new airdrops
or mints by using its connections Initial investment
is high. But the ROI (Return on investment) is decent
More connections = More mints = More money
Your Network = Networth
Projects:
@BlocksmithLabs- One of the best money minters. Get
WL for all the projects using it’s mercury tool.
@Trust_Labs_- Get an Airdrop of all projects working
with trust labs.
@ArsensNation- Ghost Trait - WL for all upcoming
@blackmagic_gg mints.
Passive income plays
Projects providing passive income by means of SOL,
USDC or their own native tokens Holding long term
is better than short term profits Select projects with
: - Long term vision - Building multiple income streams -
Potentially high future adoption
Lots of gambling projects pop out as passive income
plays, most of them will die. Invest in proven builders,
soon to be monopolies / oligopolies
@degenfatcats- Weekly SOL payouts based on the revenue
generated from their games
@FloppyLabs- Payout from staking services
Targeting good mints
Find good mints that are “sure hits” Avoid these:
• Building with low hype • High influencer shilling •
Heavy focus on collabs/tokenomics • Founders with
previous rug history • Lack of information (No website/
linktree) • Derivatives
Doing solid research on the founders & team, is like a
“smart hack” to identify good projects. These projects
are eventually going to succeed, irrespective of the mint
conditions. Good leadership can evolve the existing roadmap
to keep pace with upcoming trends.
Case study :
@FamousFoxFed- Struggled to mint out , airdropped left
over NFTs . Currently one of the top projects in SOL
@blxckout_nft- Failed mint, had to give out NFTs almost for
free. Now, built up a name for themselves in the space
Getting in early
The good old-fashioned way of doing your own research
to get into underrated projects early These projects provide
the highest upside for a very low investment But only
a small minority of people do this, due to fear and lack of
conviction
Step up your research skills:
• Check out the project activity in discord, twitter. • Talk to
the founders • Look at the website • Read the whitepaper if
any • Check out team’s socials • Get into any alpha DAOs •
Finding Free alpha in twitter threads
I would recommend these for beginners:
- @web3techonly, founded by @gaius1337, a free platform
for doing research on upcoming NFT projects
- @JarpixDao access pass , created by @jarpixNFT for educational
content & alpha calls
- Practice ignoring noise made by influencers.
Price action trading
Making plays from secondary markets like Magic Eden on
statistics like:
- Volume traded - Listed Count - Unique holders - Whale
Holding - NFT inspect ranking - PFP usage Idea: Buy on rumor,
sell on news.
Potential catalysts for secondary plays:
• Airdrops • Art upgrades • New Collabs/Partnerships •
Improved Roadmap • New Gen2 collection • Hiring better
ambassadors, advisors etc..
Price action trading has very high risk and the market sentiment
can change any time.
Arbitrage
Buying a same collection from one marketplace and selling
it in another Avoiding royalties / extra marketplace fee is the
main goal. Can be profitable with the right NFT collections.
Arbitrage is something most people don’t research much
about, but the potential is immense. Some marketplaces
you can look at for arbitrage:
- @Yawwwtraders
- @hyperspacexyz
- @coralcubenft
Providing liquidity
Earn by providing liquidity to the following: • DEFI
protocols • NFT AMMs • Loan Providers
In case of DEFI & NFT AMMs u get a portion of the
trading fees as income. Learn about “Impermanent
loss” before investing in any of these.
Good DEFI protocols that you can use to provide
liquidity/stake SOL :
Quote Tweet
@otaku_1996sol
Considering portfolio diversification in SOL? Check out
the alternatives in some of the Solid & Innovative DEFI
protocols
Investing in validators
Building your own validator has extremely high initial
investment costs.
Better alternatives are projects raising funds to invest
in validators & related services. Essentially betting on
the SOL ecosystem itself. If solana wins you win and vice
versa.
Some people can guide you along the right path. All you
must do is watch and observe.
Avoid following: • All big accounts • Engagement Farmers
• Bad influencers • Toxic personalities • Ruggers (yes
!) They cloud your judgement and affect investment
decisions.
Who to follow?
- Provides valuable tweets at a very early stage without
a huge following - lots of connections including cross
chain like ETH - Improves thought process abt NFTs,
giving different angles to think about - Teaches how to
do research instead of “Pump and dump”.
Most NFT’s are purely a game of hype & attention
Adopt this mindset: “Buy when no one is talking about
it and sell when everyone talks about it” Also keep in
NFT AMMs - @hadeswap- @ElixirNFT
Loan providers - @SharkyFi -@FRAKT_HQ
Important Note: If u don’t understand AMMs & loan
providers, don’t invest. You can make more losses by
investing without knowing.
mind that projects that fully embrace web3 culture
have higher chances to succeed.
SHILL Issue #83
87
Ilan Derech
Ilan Derech
Inner Peace
Inner Peace
Izam_BKB
Jonny Jordan
Kirk Englehardt
Kirk Englehardt
LOTUSJOSEPHINE
Lara_Art
MacManART
MacManART
MyartNZ
MyartNZ
NFTerryBain
Noisy Coyote
Noisy Coyote
NeverLand
Nick Schlax
Nick Schlax
RayWibu
RESIST
RayWibu
RayWibu
RubenSalvo
RubenSalvo
RubenSalvo
SaintSuffers_
Simple Monster Party
SoriGraphic
SoriGraphic
Soritoea
Glennhodlnft
Let’s look at another one of Solana’s top projects, @InfectedMob. These guys are one of the hardest working and
active communities around. Ready to go?
AGAIN, three things up front: (1) I do not hold this NFT! And my analysis is unaffected by any conflict of interests.
(2) We are using the template explained in the below thread (3) The aim of the game to is STANDARDISE our
research.
Quote Tweet
@GlennHodlNFT
Introducing my new NFT evaluatorrrr. A simple template to help us Do Our Own Research into the myriad of
NFT projects out there who want our cash. Want to MAKE MONEY? You have to be smart. Let’s dive in! A thread
about a thread:
To recap, we use 9 headings to structure our research: 1. Vital statistics 2. Founder(s) & Links 3. Genre/ type 4.
Trading potential 5. Holding potential 6. Utility 7. Market resilience 8. USP/ X-factor 9. Conclusion
Let’s dive into the MOB.
126 SHILL Issue #83
1. Vital statistics Name:
Infected Mob Stats at the time of writing:
NB - I don’t normally add notes but here it should be mentioned, Mob Studios (the creators of IM) have produced 5
other collections:
Prior to IM:
Rare Robots Robot Mafia Club
After IM:
Infected Jngl Infected Solympus Infected Bears (Collabs w Primates, DeGods, and Okay Bears)
2. Founder(s) & Links Founders:
@TheGentlemonke @Kenzo_4x @QDomesticated Hal (can’t find twitter!) Art by @DesignicalArt
https://mobstudios.io
3. Genre/ type
I would say it is, first and foremost, an art/design project. That is the strength of the project and has been their major
USP to date. Note - parent company @XLabsNFT provide tech services to Web3 clients. Also own @XinDragons @Zenin-
NFT & @BountyHunterNFT
4. Trading potential
Strong here. Lots of sales number consistently since mint with good volatility. Additionally, superb trait variety with sub-
DAOs, so bespoke trading could be lucrative if you know the collection well.
5. Holding potential
Holders were greatly rewarded with art collabs involving @Primatesnft @DeGodsNFT, and @okaybears
Currently awaiting the next major stage of their roadmap, which is called ‘Goo’, and will involve previous collabs. Worth
a hodl if you didn’t already sell.
6. Utility
Lots here: access to art collabs has been the mainstay. There also staking & $MOB token, raffles, competitions, and
more. They run their community really well and there are genuinely active subDAOs.
7. Market resilience
Probably one of their strong suits. Mob Studios provide artwork for other Web3 clients for a premium.
@DesignicalArt has built a large team with a proven record. A strong source of revenue, even if it is Web3 focussed so
beholden to market conditions.
8. USP/ X-factor
The quality and volume of artwork production by Mob Studios to date has been unrivalled in the space, to their credit.
Their Infected JNGL and Solympus series are world class. Community and raiding is also very strong.
9. Conclusion
TL:DR - A prolific Web3 art studio with a proven record of success in the NFT space. I wouldn’t bet against them, ever.
https://twitter.com/SolEddaRity
SHILL Issue #83
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130 SHILL Issue #83
@rhymedefined
Who is Rhyme?
Formerly known as Luka, Rhyme is my newest approach to being a web3 artist. Living through this name allows me to
redefine what being a creative means. Inspired by those I met in Lisbon; a name can be much more than just a person.
Why Pixel Art?
As someone who found their feet in illustration/graphic design, pixel art allowed me to further my creativity with an
enjoyable degree of restriction. Having studied @takashipom in school, seeing his interest in pixel art and web 3 only
pushed me more.
Favourite Lisbon Story: Hanging out with @XO12XX is up
there but I can’t believe she missed out on the @MagicEden
event. It was a story of determination, to say the least, but
that determination wouldn’t be there if it wasn’t for the @
solBOOGLE event the night before!
Last bits and pieces:
1. Even more inspirational people I mentioned: @degenpoet
@zen0m @marculinopng @Shakespeare
2. HDWMY: A new creation hourly, [Daily], weekly, monthly,
and yearly. I will expand on this in a separate thread.
3. Music Taste: Anything, any time
The Daily Pix & Pixel Junkies:
Inspired by @beeple, TDP is my first ongoing collection that
focuses on creating one piece every day, on the day, in an
hour. PJ is the community group chat that contains all the
amazing people who collected a piece from TDP.
Lastly: I forgot to mention, I started exploring the Solana
1/1 art scene because of @hyblinxx :) A huge thanks to
everyone on the @SolCityRadio team who put up with me
for that hour! Thank you so much for the opportunity and
what an enjoyable time it was!
Soritoea
UDntKnwWhoWeAre
YusanVerse
YusanVerse
benvoxman
benvoxman
Bunjy
Bunjy
CloudCollector
cyborgvisionz
cyborgvisionz
deerendy
destroyxstairs
DestroyStairs
EdfrenchArt
IndraGondi
izam_bkb
JabJira
jerawatpoonchu1
Kardi
Kardi
KeKs
Kirk Englehardt
Kirk Englehardt
kreepykreepz
laufaria
lexmantesso
lotusjosephine
lexmantesso
LowbrowNative
MirandaParkeer
NaiartWork
Nicofey
OxxyCon
OxxyCon
reamlandings
rianmichelle
unborn_nxc
rosenhainarte
SakehQueen
stateofexile_
The Anons
lexmantesso