Collector Crypt (CARDS)

Probably my last update on @Collector_Crypt for a while

tldr: $CARDS will remain my biggest crypto holding this year and will continue to add on dips

- Very bullish on the team
- When regulation allows it the token will 'officially' get utility (most importantly the token owns the treasury + revenue)
- The inventory is worth $30M atm
- Systemic buybacks will come, but won't be announced untill months after
- Buying back VC allocations
- A lot of stuff in the pipeline; mobile app, focus on retail adoption, physical gacha machines, event presence, physical stores, improved grading experience, more partnerships
And much more we don't know about.

Don't really care about short term price action. Might get some more good entries if the broader crypto market goes down.

More info in my previous tweets, GLFH.

The onchain cards category basically comes down to two projects.

If we look at the @ax1vc dashboard, we see two clear category leaders:

→ Courtyard: 53.7%
→ Collector Crypt: 37.4%
→ Everyone else: 8.9%

It's pretty interesting that the project without crypto-native mechanics is winning.

You'd expect the project with packs, buybacks, and a token to dominate a crypto-native category, but it doesn't.

Courtyard's volume is mostly NFT resales of vaulted graded cards.

Collector Crypt's volume is split between gacha spend and $CARDS token trading, with buybacks recycling capital back through the gacha loop.

Most of the volume here is real collector behavior, not pack-flipping.