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italy
Joined October 2011
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Replying to @b69ndmoon
2/ The $BTC/pokemon_psa_total_mc chart suggests that the ratio might go back between 25-50.
This aligns with the anticipation of an alt season and a risk-off environment, which could catalyze a massive influx into Pokemon cards via tokenization.
The prediction here is a final extended wave of mania driven by nostalgia and renewed interest in the Pokemon franchise.
This is a reconstruction of the Pokemon PSA cards market cap using data points of prices and pops of the main cards.
SOL/EWT at 1000 — topping into a distribution?
If it plays out, IMO the ratio works toward 100 first, then parity longer-term. The read here isn't SOL strength — it's the rotation: Energy Web slowly gaining ground on leaders like SOL, not the other way around. Still holding above the level that would confirm it — it needs to break down and hold below, not just wick.
$EWT #EnergyWeb #Solana #EnergyWeb #Solana
bruce bond retweeted
The world wants me to die.
My incurable disease diagnosis became global news. It was omnipresent on social media and 1,900 articles were written in a matter of days.
Many were saddened.
However, joy dominated the commentary.
People pointed to schadenfreude, the pleasure of another's failure. Yes, there’s that. There is a special place in people’s hearts that loves to see others fail, especially when that person’s presence threatens their own psychological stability in some way or helps them feel better about themselves.
But, if you look over the social media commentary about me, you’ll see that pattern:
“he deserved it.”
I deserved it because I challenged death. The crowd was running a deeply rooted psychological script that represents the oldest, most deeply embedded stories of human culture.
This was the first story ever written down, 4,000 years ago. Gilgamesh sought eternal life after losing someone he loved, only to have the plant of youth stolen by a serpent as he bathed. Leaving him to accept his mortality.
Asclepius became so skilled at rejuvenation that he raised the dead. As punishment, Zeus struck him down with a thunderbolt to enforce life and death authority.
This is the story of Jesus. Pontius Pilate offered a choice between a thief and the immortalist, and the crowd demanded the execution.
People need this story conclusion to keep themselves sane. The challenger must lose and the loss must appear deserved. It’s a shield of self preservation.
For if death is inevitable, their existence and that of their loved ones is justified and unavoidable. If death is not inevitable, nothing about their reality is safe.
I occupy the same philosophical and archetypal position as Gilgamesh, Asclepius and Jesus.
This statement will draw outrage and accusations of blasphemy, hubris and narcissism. Nevertheless, it’s the pattern that has repeated itself for thousands of years.
Death has been the omnipresent concern of the human race. It encapsulates our greatest fears, joy and curiosities. The discourse around it changes over time; however, the fundamentals remain unchanged.
What’s different about this moment, that is unlike any other moment, is that physical death may no longer be inevitable.
What if I didn’t deserve it?
And what if I am your ally, and not a threat?
bruce bond retweeted
2/ The $BTC/pokemon_psa_total_mc chart suggests that the ratio might go back between 25-50.
This aligns with the anticipation of an alt season and a risk-off environment, which could catalyze a massive influx into Pokemon cards via tokenization.
The prediction here is a final extended wave of mania driven by nostalgia and renewed interest in the Pokemon franchise.
This is a reconstruction of the Pokemon PSA cards market cap using data points of prices and pops of the main cards.
Kabuto is King đź‘‘
#KABUTO
KABUTO KING GIVEAWAY đź‘‘
To celebrate the collection reaching 5000 Kabutos I am giving away…
Winner Receives:
đź‘‘ 1st edition Pokemon Fossil Pack
đź‘‘ Signed unlimited fossil Kabuto
How to Win:
- Quote this post with “Kabuto is King 👑”
- Follow @KabutoKing_
A winner will be picked Tuesday evening. Good luck and thank you all!
$BTC is 10Mx bigger than all Kabuto fossil Unlimited Pokémon cards combined.
At peak that ratio hit 100M. Now under 10M — already a 10x compression as Kabuto appreciated. Currently sitting just under a multi-year distribution range.
If this breaks toward 1M, that's another 100x compression. Kabuto closing real ground on BTC market cap.
Absurd chart. Real data.
#Pokemon #CrossAsset
Charizard's total market cap has been holding above the top of its macro range vs MicroStrategy.
MicroStrategy has $MSTR on every portfolio manager's radar. Charizard, especially vintage ones, have 30 years of scarcity, and interest in collectibles investments is skyrocketing.
Weird comparison? Maybe. But what matters is comparing 2 of the best performing assets in recent years.
@OmniaChart
#Charizard #CrossAsset
Rolex market cap vs Gold market cap.
Ratio topped around 0.1 of Gold's MC around 2000 and since then it's been compressing on what appears a classic ABC, with C wave corresponding to the recent gold price increase in last years.
Most people don't think of watches as an asset class. But the collectible watch market has a measurable total market cap, and you can chart it against gold.
Currently watching whether this ratio holds its recent structure or gives back more ground to XAU. Holding here means starting a long term trend back towards 0.1 or even 0.25-0.33 of this ratio.
$XAU
#Rolex #Gold
A CryptoPunk used to cost 10,000x a Kabuto Fossil PSA10.
Now it costs around 100x.
The Kabuto PSA 10 did a x100 in the price ratio between these two OG collectibles, will this ratio fall back to parity? crazy to think, but Kabuto King is leading the wave! $KABUTO
I charted 3 interesting ratios involving Pokemon and NFTs. Here's what they show:
#CryptoPunks
4/ $KABUTO memecoin + Kabuto Fossil 1st Ed cards (combined MC of both PSA cards and raws estimate) vs Charizard 1st Ed total MC.
Bottomed around 0.005. Now sitting under 0.033.
Kabuto's combined MC is still less than 3% of Charizard's graded card market. Same franchise, completely different valuations, can Kabuto meme culture make it back to parity? it would be a bit like DOGE reaching BTC marketcap.. all in Kabuto King hands!
#Pokemon
5/ All of this is possible because @OmniaChart lets you build ratio charts across any two assets — NFTs, Pokémon cards, crypto, stocks...
Cross-asset analysis used to require Excel and prayer. Not anymore.
Try it free: app.omniachart.com
Total meme coin market cap vs NVDA — charted.
21 meme coins combined, measured against NVDA's market cap. This ratio hit 0.2 back in 2021. Then a full ABC correction unfolded. Now it's retesting the exact level of the accumulation range broken in 2021.
Ratio under 0.01. A decade-long boundary being re-tested right now.
If memes hold here and start recovering ground against NVDA, we're looking at a sector-wide shift. Memes will come back hard when no one expects it.
$DOGE
#Memecoins #NVDA
Coinbase/BTC market cap ratio hit roughly 0.01 in 2018, topped at 0.33 in 2020. I think a macro ABC is gonna unfold, and we might have an other push of this ratio from 0.0333 up to around 0.1... then macro C wave might unfold with a target 0.01-0.005 range on this ratio, at base wave 4. That's 50-80% lower from here.
COIN going up in USD doesn't change the story. BTC compounds harder. But in the medium term it might still act as a beta play.
$COIN
#BTC
The $BTC/Pokemon ratio has been falling since 2017. Head & shoulders forming at the neckline right now. From ~200 → 10-20 is the thesis. 4 charts on why the collectibles market is quietly eating crypto's lunch:
4/ What these charts tell me: cards with fixed supply — 1st ed print runs from 1999, never reprinted — don't behave so much differently from $BTC. No new supply. Only new demand. In a speculative environment where NFTs will perform well, I think these cards will keep growing together!
5/ All 3 charts built on OmniaChart. You can chart $BTC vs Pokemon, Rolex vs gold, NFT sectors vs equities — anything against anything. Try it free: app.omniachart.com @OmniaChart
NFT blue chips sector MC still under the reaccumulation range, but looks like spring is about the end — macro wave 5 igniting?
If lower boundary of the range is regained, the setup looks like a classic reaccumulation before expansion.
Not a lot of people track the full blue chip sector in aggregate. That's the angle IMO.
$PUNKS
#NFT #CrossAsset














