Quoted from darkryder:Thinking about subscribing to Fresh drops.io and Nansen.ai myself to make better NFT decisions. Some of these tools can also be used for crypto currencies. Anyway, enjoy the crypto pump guys, the charts are flying!
Yea, most of the gains to be had is from mint so it's good to be aware of fresh drops. It's also important to get into NFT alpha groups on Discord because there's too much information too fast for one person to process. I've also considered subscribing to Nansen, I hear it's pricey but it would more than pay for itself in a bull run.
Quoted from robm:Thanks for the perspective. So what NFT's do you believe have the best long term utility? For myself and what i've read, Mutantcats seems pretty good, as they are investing in the popular blue chip NFT's, then fractionalising returns for holders.
I like Mutantcats because it fractionalizes well out of reach blue chip NFTs. I'm not in it but it's pretty tempting at a 1.1E floor. The blue chips they have already invested in are the Cryptopunks, BAYC, Cyberkongz, Art Blocks, etc.. all those 6-7 figure NFTs that a normal person couldn't dream of buying. Noting you could have bought any one of them originally for <$100 is very important to keep in mind, as this is VERY early in the NFT phase, and if you mint the next blue chip and diamond hands it, odds are FAR FAR better than winning the lottery.
I personally like The Doge Pound. Their utility is off the charts... free mints, becoming a launchpad for other projects, games, alpha channels, they have a working production studio for upcoming cartoons, will offer staking and a utility token.. and a great community, and more I can't remember... they have like 24 full time employees on staf many of which are building a production studio, not only for their IP but for others which is also in line with their launchpad plans. Find projects that keep giving this type of value and you'll find the value not only hold but keep going up. TDP is probably the cheapest blue chip around.
This is how BAYC got their value... they did that with a $10M investment and floor on the apes went as high as 60E. Noting that they now have a $100M treasure chest, imagine what more they can add.., so some of their projects like MAYC (mutants) and BAKC (dogs) are a cheaper way to get in. Their main value is their community.. it's extensive and well connected and celebrities are in which further drives up the price. In other words, you buy an ape, there's a really good chance you can chat with celebrities and whales, or even meet them IRL. You want to be in a project that rich people are knocking down the door. 
Cyberkongz is another... their 1000 genesis collection earn 10 $BANANA/day, which is valued at like $80 last I checked. Imagine getting $300k/year in passive income, on top of free mints (owners could flip their free baby for 10E)? You can get into their alpha discord "Wall Street Kongz" by purchasing a baby kong for 8E (the value of that is priceless) or a metaverse-ready cyberkong VX for 1E. It's another very strong community.
So that's the idea... find those types of projects early. Many of the new projects are starting to copy the templates of those two projects, and we are VERY early here.. there's only like 1M wallets with NFTs today. By next year Twitter, Facebook, TikTok, Coinbase have all announced support for NFTs... so you can imagine if you 10x or 100x the number of NFT wallets how much the demand will increase for these early sets.
I'm also in Sneaky Vampires... they are very much under the radar, a solid project with a great team. I don't quite see the BAYC/Cyberkongz/TDP utility there quite yet, but they are very actively looking for value for their members... definitely releasing a game, definitely getting involved in more than one metaverse, definitely releasing more free NFT sets for holders, and definitely adding partnerships.. For example you can stake your vamps and bats for $BLOOD tokens, and within a month turn that for a bottle of wine.. but that's just the first partnership. They've already sent out free merch. Despite the floor dropping in half recently I just like the team running it... very consistent execution. https://svsnft.medium.com/meet-the-sneaky-vampire-syndicate-team-including-one-of-the-bayc-nft-artists-d0c0e2414e5
I got into Moody Krows. They were the first PFP set released on Immutable X so that alone gives them some historical value. They have staking for jewels which are used to mint baby krows, and there's a max of 5k babies from the original 10k set, so again a free mint. But most importantly they are becoming a launchpad themselves to help other projects launch to IMX, which also results in whitelisting for Krow owners. And it's pretty cheap.. 0.4E with no gas fees.
I found out recently that CryptoDads is actually based in Denver where I'm at... Originally I kind of took them as opportunists to have their NFT investors give them liquidity to market their IP, but after following them they seem like a very legit team, offering merch, free drops of crypto moms and babies soon, they are offering CryptoDads branded whiskey, beer, and energy drinks (though not sure they are free), and they are working to get their IP into animated series and merchandising. Imagine if that takes off what the value of those could do? I didn't buy in because I have no liquidity, but like SVS they seem like a solid project that has continue value.
So you see a common theme here? IMO the value is not in the art.. the value is in the future utility, access to alpha info, community, access to launchpads, access to free products, free services, free merchandise, free income (though the SEC may crack down on that) and the good projects can continue to skyrocket because the NFTs are effectively paying you to own them. That's why I don't worry that I could have flipped everything I bought for 3-10x at one point (hindsight is 20/20), because I'm thinking the longer term value is worth more... much more.
If i had any liquidity I'd be looking at maybe a mutant cat. If I had extra liquidity I might throw it at a crypto dad just because. If I had more I'd reach for a baby kong. Ultimately though I'm just going to focus on new mints of projects with high potential because it's a lot easier to stomach a $300 investment than $3000; more of the shotgun approach... throw $300 at 10 projects and if one hits that pays for them all and then some. I'm looking at Divine Anarchy,
I sort of expect an NFT dip during a crypto bull run, and that may be a good time to get into lower prices on blue chips because you know they won't go to $0 like 99% of the others. It's like a mint... 10k are released, they are all priced the same before reveal, and immediately upon reveal all the money goes toward the few ultra rare NFTs, and everyone else is left with a bit of pocket change, though usually at least a double. Investing in NFTs is a lot like that.. most will not make it but the ones that do could make you wealthy.
Sorry, this was about 5x as long as most people will read... maybe you will find something useful. I find the space fascinating.
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