Page One #16
jpeg updates. March 28 - April 5
Announcements and such:
Welcome to the Tuesday morning edition. The last Page One NFT recap was posted about 8 days ago and a lot has happened since then. I’m not sure whether this post is longer than usual, but if so, let me know what you think of the once per week schedule - you can always fine me in The One or on Twitter here.
We also crossed 2,000 subs recently so just want to say thank you to everyone who reads (again, as always). We’ve had a great time building P1 so far and look forward to continuing to do so. Now onto the jpegs.
Adidas teases their avatar project
Akuma rides the anime wave pre-reveal
Arcade Land joins the battle of interoperable metaverses
Azuki tops weekly volume charts with BEANZ not far behind
DeFi Kingdoms opens the halls of Crystalvale
Everai gains attention after reveal (plus anime market)
FewoWorld launches with NiftyGateway Paint sale
fRiENDSiES are the latest web2 icon turned web3 jpeg
froyoverse goes generative this weekend
Gh0stly Gh0sts come from all kinds of different chains
Impostors brings Among Us style to P2E
Moonbirds expand the PROOF Collective on April 16
Neo Tokyo Outer Citizens finally have their meatbag bodies
Nuclear Nerds plan for the long haul
PREMINT Collector’s Pass aims to create a personal whitelist hub
Pudgy Penguins are officially under new management
Quirkies floor nearly doubles in less than a week
VeeFriends Series 2 launch details are here
News and Notes:
Adidas released the first teaser image (seen above) for their new avatar project this morning, welcoming all to Ozworld - potentially the name of the new avatars. The team had confirmed an avatar-esque project was in the works, but not in what form. Judging from the teaser photo, it may be a direct competitor to Clone X. While there aren’t any confirmed details at the moment, plenty of collectors rushed in to buy some Into the Metaverse after the image was released.
Azuki asserted control over the market this week. After days of anticipation and speculation, the March 30th Garden Party lived up to the hype and then some. After attendees saw the bomber jacket they’ll be receiving, the Azuki team told them the three magic words - “check your wallets.” Two mysterious crates appeared next to each Azuki, no clicking, claiming or snapshotting required. These crates - initially called “Something” - opened up to reveal a pile of dirt on April 1st before morphing again, this time turning into BEANZ. This flawlessly executed airdrop has caused an incredible burst of demand for all things Azuki: the main collection reached a peak of nearly 34e on Saturday, while BEANZ nearly reached 7e and Bobu briefly traded above 0.4e. We’re not sure when we’ll get to see the full BEANZ collection, but at this point, the journey is just as fun as the destination.
DeFi Kingdoms launched their long-anticipated Avalanche expansion Crystalvale on the 30th. The expansion adds an entirely new world to the DFK ecosystem, bringing a new currency, new LPs and a new blockchain into the mix. DFK has grown into one of the most expansive and complex blockchain games around and will only continue to grow as more features are added. If you’ve never looked into DFK, the Crystalvale launch provides a great opportunity for new users to start - read their tutorial here.
Neo Tokyo Outer Citizens are ready to be assembled after collecting pieces for a few months. Outer Citizen uploads started on April 1st for holders with an Outer ID, item cache and land. The top 20 teams will receive an airdrop of chips, which is presumably an ERC720 token with unknown future utility. Guilds with high rarity scores will receive “benefits” according to this tweet. So in short, Becker remains as mysterious as ever.
Nuclear Nerds of the Accidental Apocalypse released an updated roadmap on March 30th detailing what holders can expect from now until early 2023. Plans include continuous comic releases and a variety of mysterious drops for Nerds, such as “Mad Marauders” and “Wasteland Warlords.” The project, which prides itself on its narrative focus, has certainly carved out a place in the community and looks poised to continue winning fans. Read the full roadmap here.
Pudgy Penguins were acquired by Luca Netz, Cameron Moulène and several others in a deal worth 750e. Since the community ousted Pudgy founder Cole in January, the project has been in search of new guidance and this new leadership group aims to provide that. Pudgies have seen increased demand since the deal was announced. The penguins are an instantly recognizable collection that have seen some contentious days, but hopefully that is behind them. Don’t be surprised if we see more news or announcements regarding the Pengus soon, as rumors of $PENGU are already flying.
Quirkies saw steady volume throughout March and have made a burst upwards in recent days. The average sales price on the 4th was nearly double the average on the 29th, moving from ~1.5e to ~2.9e. The team has recently been revealing comic book pages that tell the Quirkies story as they prepare for what comes next in Quirksville.
Akuma came to market at exactly the right time, minting out right as Azuki started its climb to and above 30e over the weekend. These Gorillaz-esque Yokais sat atop sales charts throughout the weekend, boasting nearly 8,000 sales for ~4,500e in volume in a less than a week. They follow the Azuki formula for the future - a social club with a community focus and intentions to blend web3 with the real world. Unlike most of the anime avatars we’ve seen recently, Akuma’s art is boisterous, bright and eye-catching. We’ll get to see the rest of the art when the collection reveals on Wednesday the 6th.
Arcade Land minted on Friday, becoming the latest competitor to enter the Interoperable Metaverse arena. Arcade is most comparable to something like Worldwide Webb where users can play PvE and PvP games, earn tokens, socialize with friends and use their NFTs as an in-game avatar. Each piece of land, regardless of its size, will be part of a different region and each region will produce different resources. The Arcade team, who also created the Apes vs. Mutants mobile game, have already gathered a length roster of strategic partners including other NFT projects like Karafuru and more technical partners such as Bondly. Look out for reveal on April 5th (or whenever this means, I’m not really sure).
Everai Heroes: Duo is the first collection from Everai, who hope to create an expansive universe filled with unique stories and influenced by the community. The team has experience working on shows such as One Piece and Dragon Ball Super: Broly as well as directing animation at Square Enix. After beginning their mint last weekend, the collection sold out early last week. Azuki’s market leadership has leaked into smaller anime-themed collections and Everai seems to be benefitting from that for the time being.
FewoWorld premiered on NiftyGateway with the first of several upcoming releases. Paint was available to mint for 24 hours and sold over 30,000 pieces. These paint drops act as a building block for FewoWorld, the first generative collection from FEWOCiOUS, a name many have become familiar with over the past year. Holders can use (a yet-to-be-announced amount of) Paint to gain access to the presale for Fewos, the upcoming generative inhabitants of FewoWorld. NiftyGateway will be minting and delivering Paint to buyers over the next few days. To learn more about the various tokens and their roles in the FewoWorld ecosystem, check out their guide here and look out for new details from their Discord.
fRiENDSiES is a collection of designable characters created by FriendsWithYou, an artistic duo who have worked together since 2002. Their iconic white cloud has been displayed across the world, appearing on stage at Coachella and above the sky in the Macy’s Day Parade. Their Dutch auction started at 3.33e and sold out around 0.15e. Holders designed their own friend using a multitude of assets including many that have been featured in the FriendsWithYou portfolio. Eventually each friend will become an interactive AR/AI companion - the AR aspect has previously been teased publicly.
Gh0stly Gh0sts look like any other collection of strange cartoon creatures on the surface - it is what lies beneath that sets them apart. Gh0sts are built on the Layer Zero protocol, enabling them to exist in their truest form on any compatible blockchain. Each gh0st carries their birth chain with them wherever they go in the form of a colored background. Their success and innovation has spawned an onslaught of “omnichain” clones overnight. While there isn’t much else to the Gh0sts at the moment, they’ve opened Pandora’s Box of cross-chain NFTs. Get ready to see some new and exciting stuff.
0.69e floor | 7,710 supply | free mint | minted 4-3-22
Impostors minted early last week and will reveal this Friday, April 8th. Led by Elliot Wainman (aka EllioTrades), Impostors is a P2E social deduction game a la Among Us. FaZe Banks is an advisor to the project - read more about the rest of the team here. These little alien creatures act as a ticket to the rest of the universe: holders who make it through Phase 1 will receive a UFO, a pet, materials, cosmetics and a piece of genesis land. The game is being created using Unreal Engine and will be free to play once it’s finished.
PREMINT Collector’s Pass is designed take PREMINT, the spaces’ favorite whitelist website, to the next level. Collectors will gain access to a multitude of new features including a calendar, a newsletter, and a whitelist qualification & tracking dashboard. Given that over 500,000 wallets have collectively generated nearly 2,000,000 raffle entries for nearly 2,500 projects, it’s safe to assume we will continue seeing PREMINT around.
froyoverse makes its generative debut this weekend. JessieMorii, chief fro-yo maker and creative lead at Crabada, started drawing froyo-cats for her followers in fall of 2021. Before any of us knew what had happened, every CT influencer was a froyocat - check out the originals here. Now the public gets their chance to be a froyocat. Post-launch plans include merch, an animated series and a “mystery froyo character” claim.
Moonbirds have gained the market’s attention, even with a few weeks until mint. These pixel birds will serve as the official avatar of the PROOF Collective, a token-gated group of NFT investors and creators led by True Ventures partner Kevin Rose. Besides granting holders limited access to the PROOF Discord (which costs a hefty sum to enter otherwise), Moonbirds can also be nested, locking up the NFT without removing it from its home wallet. Holders will accrue rewards and benefits for nesting, including new visual tiers. Read a bit more in this thread and learn more about PROOF in this video.
VeeFriends Season 2 launches in about a week and the specifics of the launch have been released. VeeFriends S1 holders will be able to claim an S2 for free while holders of Book Games have a chance to be selected for a guaranteed mint. These two groups will be able to mint any time between April 12th and 25th. Any pieces that go unminted will be added to the 10,000 available for the public sale on April 25th. Holders of VF S1 or Book Games should be sure to read through the full blog post here.
NFT Market Overview:
And just like that, we’re back. Volume and transaction counts surged over the weekend as traders rotated into and out of Azuki and BEANZ - the two collections have racked up nearly 40,000e in volume over the past seven days. Sticking 2 BEANZ in the pocket of every Azuki holder early on the morning of the 31st was enough to kickoff a fantastic run of days, notching the highest volume day since late January and the most daily transactions in more than 100 days. Coin markets could impact overall market liquidity if they continue upwards and we remain in an uncertain macro environment. Enjoy the volume while it’s here.
NFT News and Happenings
Axie Infinity’s Ronin chain exploited for $625M, one of the largest in history
Rekt article on Ronin Network hack
Citi calls the Metaverse a $13B, 5B-user opportunity
European lawmakers vote to impose KYC on private wallets
Friend and fellow The Oner Kyle ponders an increasingly tokenized future
Magic Eden will accept Aurory and DeGods tokens
Nate Chastain, former OpenSea product head, to launch NFT marketplace
pplpleasr is on the cover of Vogue Taiwan’s April issue
OpenSea introduces credit card payments for NFTs
Reddit will support Ethereum-based NFTs