基于这个播客,我的几点感受:
a. Moonbirds NFT地板价还在跌,但依然是参与OCG和$BIRB空投的最直接通道,也许现在反而是最好的进场时机
b. 关于和@collector_crypt 合作的Moonbirds collectible:Spencer卖了个关子,我的猜测是Moonbirds的实体卡牌+盲盒系列,很可能会有稀有款的二级市场炒作,但和$BIRB空投未必有强关联
c. $BIRB 的TGE表现不会差。Spencer太懂市场供需和收藏品操盘了,加密行业已经到了重收益模型和重应用的阶段,
OCG/MB这种有强现金流的收藏品业务反倒让$BIRB有独特性
听完Chinsanity采访Spencer的播客,我最直接的感受是,@Spencer 是最懂NFT和收藏品生意的人,Web3收藏品牌非他不可。
整期播客很长,我简单总结下:
🦉OCG的目标是Web3 Popmart, Moonbirds是核心IP
OCG的商业逻辑和泡泡玛特很像,在于“IP +产品+分发渠道”
MB之于OCG,就像Labubu之于泡泡玛特,是自有的IP
🦉收购Moonbirds
选择Moonbirds是因为品牌基因好、有好的社群基础,曾经有亿级交易量。OCG可以把MB产品化,就像pokemon一样,卡牌和周边产品才是真正的现金牛。
🦉Moonbirds和 @pudgypenguins 的区别
Pudgy 走的是 授权型品牌(Licensing),
OCG 则是 制造型品牌(Manufacturing),有核心产品线,他们甚至为 Vibes 卡牌自研了纸张
OCG也除了自有IP的产品,也会和授权品牌合作,比如生产Pudgy的卡牌游戏Vibes
🦉关于$BIRB
$BIRB 是OCG生态的分发机制,发币是为了把Moonbirds的品牌推向更大的群体
$Pengu 把Pudgy的品牌市值抬升到数十亿(billions)级别,token是分发工具
🦉收藏品玩家和crypto玩家的关联
Spencer本身是骨灰级卡牌玩家,他提到收藏品和crypto的逻辑很相近:追求稀缺性、理解市场波动、痴迷于真品鉴定和流通
古早卡牌玩家在BTC、ETH的涨跌中发现于卡牌价格的关联性,从中波段交易。
@moonbirds @oddities_xyz @MythicBirbs @vibes_tcg @moonbirdsdyn @CN_Moonbirds
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