BMG substack open
first article is free for everyone
im dropping my thesis on the NFT market to come back in this cycle and what role stonkbrokers, quotrons and argonauts play in this
its long-form content i used AI to help with the format and writing but all the research, the ideas and the content are mine. i will entertain the blog for the whole cycle going forward. it will contain everything i know
enjoy!
🚨 WHITELIST REGISTRATION PHASE 2 IS LIVE.
Phase 1 is CLOSED.
Now the race for Phase 2 spots begins.
If you hold an NFT from any of the communities below, you’re eligible to apply.
🔗 Apply:
Slots are VERY limited per community.
Once they’re gone, they’re gone.
Don’t rush the form and make a mistake either. Fill it correctly, submit fast, and secure your spot.
Eligible Communities:
Stonkbrokers • The Reserve • Quotrons • Chain Mancers • Wif Outlaws • Argonauts • Original Blokyz • RH Machines • Cash Cats • Chog Genesis • Internet Monkes • NTRPY • SPY INC • Goat Street • Bulls Runners
👀 Your community missing?
Drop it below.
If there’s enough demand, we may add it to Phase 2.
Argonauts continue to evolve and one new nuance that I believe has to do we ARGSTR sending the crew members to the burn/dead wallet. Argo 7705, for example, is animated. What?!?! Expect more craziness.
@lphaCentauriKid@yungwknd you guys are crazy.
Here’s my thesis on the curious case of @argonauts9999 and why I’m 100% certain that the collection is a deliberate plot leading to something much much bigger.
I’ve compiled all the evidence in the thread below, including the biggest hint dropped by the artist @lphaCentauriKid himself. Please read all of them!
🧵👇🏻
Every NFT launch has the same fifteen minutes:
Gas war, bots, sold out, and by the time it mints out, few wallets hold a third of the supply and the minting hype dried, people move on
Quantums does not have those fifteen minutes
It has 4,000 hours: one piece, every hour, on the hour, to a holder picked at random and weighted by balance. Nobody can buy in early because there is nothing to buy in to, nobody can bot it because there is no mint to bot
That is 166 days of one thing happening over and over, at 3am, at noon, on Christmas, whether anyone is watching or not. You might be holding $QUANT during your birthday, and get a legendary NFT gift
Nobody accumulates a stack of these quickly. If you end up with many, it is because you held through months. That is a different kind of holder than someone who won a click
Slowly, then all at once, Quantums supply distribution ends in February
The Quantum reserve is now the 10th largest holder of Robinhood's tokenized $SPY
90.26 SPY, about $69,400, built entirely from $QUANT trading fees
Claimable per Quantum right now: 4.51 SPY ($3495.25)
On the secondary market so far: The first NFT was acquired during the launch window for $2,000 USDG. The largest sale since was a Gold Quantum with a Halo at $9,000 USDG, and currently the biggest standing offer is $3,500 USDG
I scrolled through the collection for multiple hours to find the pieces I really wanted. This one is my favorite so far. Love the color combos and the glasses. Love the pixels. argo