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Added more solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp over the past week.
Token has underperformed due to:
- Focus on RH chain
- Biggest unlock to date: overlap of the previous unlocks (pre-seed) with new set of unlocks (seed, advisors and team) and an airdrop of $1.5M
I think capital rotates back to real revenue generating projects sooner or later and meanwhile the fundamentals have only gotten better.
Price is currently $0.15 with a $300M FDV. 38% of the token sits in the treasury and won’t be touched. If we exclude that, we’re looking at $186M FDV backed by:
- >$2M gross profit weekly, >$100M annualized
- Treasury: $28M on-chain, up from $9.5M in Q1, mostly graded card inventory.
- Total card value on the platform: $53.1M
- Omnivault: CC’s 100k sq ft vaulting facility in Montana
- 22.5M CARDS burned (~5% of float), every token bought back with USDC or earned through LP fees (not just burning random minted tokens)
Looking at the last unlocks: only ~10% of tokens have been sold and ~81% of tracked unlocked tokens are still unclaimed; the four largest contracts (I assume team allocation) claimed and sold nothing.
They’ve made it clear that token = equity. I’m assuming we’ve not seen many team sells since they know the business is way undervalued at the moment. This is not just some random pump and dump vapourware token, it's a real business. Also assuming a lot of the tokens are being saved for future team members.
With the previous unlocks and airdrop out of the way, I believe sell pressure for next unlocks will be far lower.
Biggest catalyst to date will launch in October: Ripmart.
No exact details on it yet, but per team comments and looking at the teasers it’s a:
- Whatnot competitor (whatnot just raised at $20B)
- Built on Collector Crypt rails; offering instant buybacks of the opened packs -> which whatnot does not offer. This will likely bring a lot more new supply on-chain
- This is their strategy to onboard web2 users.
The team has also expanded heavily past pokemon. One Piece and sport cards have been in huge demand, Riftbound, Dragon Ball and Watches have recently been launched as well. New UI and mobile app are being teased. And probably a lot more coming up they’re keeping under the radar.
Some other interesting data:
- Highest value ($600k) on-chain TCG sale every recorded (PSA 10 1st Edition Charizard) through CC
- >$1B in total gross revenue crossed a month ago (currently $1.14B)
- DAU still trending up
- Margins have remained steady
- 100% uptime for a year
- >9k shipments carrying close to 50k cards have been redeemed to 84 countries
- >20 partners using their white label API
All with only $22k in marketing spend, which is being ramped up as the focus is now on onboarding web2 users.
So, with todays fundamentals you’re looking at a business that does >$100M in gross profit a year, that owns a nearly 100k sq ft vaulting facility, has >$28M in the treasury, stated that token = equity, confirmed previous buybacks, burned 22.5M tokens (5% of float) sitting at $186M in FDV (excluding the 38% foundation tokens) and $60M circulating mcap.
No brainer.
If not obvious already, this is a long term hold for me.
Bobby retweeted
The world is catching on to onchain collectibles.
$CARDS is now on the Coinbase roadmap. A big milestone for Collector Crypt, with so much still ahead.
Assets added to the roadmap today: Collector Crypt (CARD)
coinbase.com/blog/increasing…
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
Assets added to the roadmap today: Collector Crypt (CARD)
coinbase.com/blog/increasing…
Bobby retweeted
good take on recent solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp price action
yes, it does have annoying pa, this has unfortunately been consistent the past year, despite team not selling and burning team allo instead
recent price action to me comes off of a few things : binance hack, midterm and iran war scares, and the constant bunch of ct midwits that are, for the 10th time this year, declaring pokemon over
even if that were accurate, and one could easily look into the history of many of them and what typically happens when zerohedge posts about it, which is to say, closer to the bottom than the top, solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp profit and revenue doesn't depend on pokemon topping
currently, solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is spinning up a competitor to a $20 billion valuation competitor (whatnot), is spinning up their own version of HLP for collectibles (let's call it CLP) which will drive down inventory costs considerably, and is delivering a superior experience to ebay, gamestop, auction houses (which charge 20-25% fees), and soon whatnot, with more liquidity and less fees
I find people often think of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp as a trade just being about pokemon, but that's the wrong way to think about it
$cards is aiming to become the liquidity layer for tokenized collectibles, and that is a dramatically larger market than just pokemon
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is down -40% from its recent high 2 weeks ago, with the market being bumpy in general and the timeline full of doomers calling the top and declaring the Pokémon bubble burst.
yet October was an ATH month for Collector Crypt, printing $17.4M in net revenue.
that's $209M (net!) annualized.
and yet, some of the biggest catalysts in its history haven't even been released or come to light. ones that will:
1) massively increase their distribution
2) let them further verticalize the entire stack, continuing to expand both their moat and their revenue streams
3) keep expanding horizontally, making them less dependent on TCGs alone and more on collectibles as a whole, for anyone worried about a bubble here
genuinely didn't expect to see an entry this good in solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp again. a generational opportunity into one of the best onchain businesses in the entire space.
ironically the same people who cried about being sidelined at the ATH won't have the balls to buy this dip either.
they never do.
Bobby retweeted
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is down -40% from its recent high 2 weeks ago, with the market being bumpy in general and the timeline full of doomers calling the top and declaring the Pokémon bubble burst.
yet October was an ATH month for Collector Crypt, printing $17.4M in net revenue.
that's $209M (net!) annualized.
and yet, some of the biggest catalysts in its history haven't even been released or come to light. ones that will:
1) massively increase their distribution
2) let them further verticalize the entire stack, continuing to expand both their moat and their revenue streams
3) keep expanding horizontally, making them less dependent on TCGs alone and more on collectibles as a whole, for anyone worried about a bubble here
genuinely didn't expect to see an entry this good in solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp again. a generational opportunity into one of the best onchain businesses in the entire space.
ironically the same people who cried about being sidelined at the ATH won't have the balls to buy this dip either.
they never do.
Bobby retweeted
I am excited to be an investor in Collector (Crypt) as they partner with Ripmart to bring live shopping with instant liquidity to the world. As a market participant, I am looking forward to using their innovative product to enhance my collecting process.
Bobby retweeted
for anyone curious, here is how the other gacha platforms stack up against collector crypt using this framework
there is no second best
Bobby retweeted
I actually cant believe that they are letting me buy a top 5-10 revenue generating project in crypto for 500m fdv
people try to get way too cute with their investments and miss the most obvious plays staring them in the face
these sort of opportunities dont come along super frequently but when they do you cant miss them (eth, sol, hype, zec)
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
Agree, but there's an important nuance. The buying has to be real, and not fugazi. Plenty of teams run a "buyback" that's just recycling the tokens they dumped on you or they buy back 20% of what they sold. You want teams with a real product generating real revenue, where the buyback is funded by cash flow rather than by farming you somewhere else.
Bobby retweeted
quantum, fed hike, warsh, fomc, 5% 10-year, bond selloff, term premium, dxy, sticky inflation, tariffs, deficits, hormuz, brent, tankers, gas prices, iran strikes, anthropic ipo, ANT, openai raise, ai capex, ai debt, coreweave, gpu financing, data centers, nvidia, israel election, pre-ipo perps, private credit, bdc redemptions, jews, etf outflows, liquidations, hyperliquid, genius act, stablecoins, market structure bill, post-quantum bitcoin, vix, brazil, lula, cybersecurity, php
Bobby retweeted
INSIGHT: @Collector_Crypt just pulled in nearly $80 million in gross revenue in a single week, its biggest since launch.
All of it from tokenized trading card packs on @Solana.
Bobby retweeted
Daily dump of ATHs across the board for @Collector_Crypt:
- a stunning 106,023 packs opened in a single day, 2x their previous record. that alone generated more than $22M in gross revenue yesterday.
- thanks to PumpFun, revenue from partner integrations hit a new ATH too, with 49 partners now building on top of the CC API. Collector keeps cementing its position as the infrastructure provider for onchain collectibles, building a serious moat through the composability that comes with it.
- the number of unique wallets holding at least 1 tokenized collectible from CC crossed 20k for the first time. collectors are collecting.
- DAUs had been averaging around 1,000 for months. then tapping into PumpFun's distribution made that number explode, jumping 6x to more than 6,200 users yesterday. the Collector family is growing at an accelerating pace.
the only ATH still pending is solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp itself, from Sep 14th 2025. ironically, the fundamentals have 20x'd since then.
you do with that info whatever you want.
Bobby retweeted
Our biggest day yet: $24.3M in gross revenue in 24 hours.
123,425 packs opened... and counting.
Thank you to everyone opening packs with us and making this a record day.
Higher
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
- $1 million dollars in Pokemon sold
- Per hour
- For 24 hours
@Collector_Crypt
Bobby retweeted
saw lots of the gacha was rigged! posts about the pump solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp partnership but the data, which is onchain and verifiable as seen from @dethective's thread, is entirely within normal variance of a new gacha launch and less than a day of data
I think some are confused and think this is $pump running the gacha, when it's a partnership with collector crypt, which is quite transparent about available prizes, the percentage chance of getting them, buyback rates, and so on
separately, i'm very impressed with how successful the pump partnership has been so far. from a rough 1k daily users to 3k with less than a day's worth of data, the gacha inventory held up great, and it was fantastic to see the cc team pull off a partnership no one expected was coming
super promising sign that they're expanding this aggressively, especially right before the ripmart launch. thinking we'll see ath and higher soon enough
Bobby retweeted
🚨BREAKING: @COLLECTOR_CRYPT (solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp) GENERATED $912K IN REVENUE IN 24 HOURS!🚨
It earned:
309% more than fomo
125% more than Axiom
705% more than Solana
607% more than Phantom
1,286% more than Jupiter
Overall, Solana apps made $4.75M in revenue in 24 hours, more than Hyperliquid, Ethereum, BSC and Base combined.
Bobby retweeted
especially on days when the market is having a tough time, it pays to be in high quality assets.
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is the best performing asset in the entire market (top 300) today.
and yet, they're still selling a dollar for 33 cents.
a discount that won't exist for much longer.
