Reminder: Making Moves section⚡

There is a new section below that drops some quick and easy moves you can make right now. This week it features allow lists for Porsche and Game of Thrones. Scroll down for alpha!

This is it. The night before the big day.

And just in time for Christmas, we have the founder of Sorare throwing shade (or praise?) at Top Shot “bag holders”

The Full Story🕵️

Last week, the Fantasy platform released their Year In Review blog. They also outlined their priorities for 2023, which include:

Simplifying the product: better user experience
Facilitate Manager progression: to further enable users to learn the platform
Connect and socialize: so more features like the private leagues
Enhance the live experience: improvements to the mobile app
Merge fantasy and reality: IRL meet and greets

They also promised Enhance collectibility, including “challenges” and “fandom”.

Noteworthy: this only mentions MLB and Soccer, notNBA.

Dapper has the rights to “digital collectibles” for the NBA, and Sorare only has the license to gamify for fantasy purposes.

So we turned to Twitter and got a very interesting response from Sorare founder Nicolas Julia (that was later deleted)

TheFirstMint @TheFirstMint

Do you consider Sorare cards to be "collectibles"?

This message clearly antagonized many in the community

Steve 🏀 @intangible_eth

Imagine a "Co-founder & CEO" calling your potential customers "Top Shot bag holders". Something tells me that won't age well, too bad he deleted it (coward). Merry Christmas to you too @ni2las! 🎅

TheFirstMint @TheFirstMint

Do you consider Sorare cards to be "collectibles"?

Julia later apologized for offending many Top Shot die hards, and took on a more respectful tone towards the community.

Nicolas Julia @ni2las

@intangible_eth @RNM_Sorare If you’ve read my tweets you have seen I’ve never antagonized communities in 4 years. Would be stupid to do so on many levels. I deeply believe TS and Sorare have different value props and can thrive together - whatever market cycle were in

Nicolas Julia @ni2las

@eddiedunks @TheFirstMint You’re right it was not my intention and I mis judged the negative connotations of these words. I have lots of respect for what the team has done for the space. Deleted the tweet

So is 2023 going to be the year of the great sports platform war?

Wish we could get Nicolas on the podcast…

🎄 Hoopsmas Hitting Hard

Top Shot continued its Hoopsmas campaign, kicking off the week by airdropping high value moments to collectors.

Although I do love to see the most hardcore collectors get something nice like this, it does make me wonder: how are these accounts being selected?

BΔDNΔND0 @therealbernando

HOLYOMGXMASMIRACLESHITBATMAN!?!? i just got gifted a fvcking LEGENDARY @Money23Green moment?!?!?! MY FIRST LEGENDARY MOMENT? WTF?!?! WHAT IS LIFE?! THANK YOU @NBATopShot I CAN NOT CONTAIN MYSELF 🥲🥲🥲 AHHHHHHHHHHHHHHH #MERRYHOOPSMAS #NBATopShotThis

Given the climate of fairness in the Dapper community, and the randomization issues of the past, I’m surprised there hasn’t been more transparency here.

The point of entry for this contest was to simply add Moments to your “wish list”, so I would have expected more insight as to how these few collectors are being selected amongst the thousands submitting.

And although the Hoopsmas campaign has been extremely well received (and I personally think was a fun initiative!), there have still been negative reviews of items like Hot Packs.

Jon Jackson @jonboybeats

An absolute masterclass put on by @NBATopShot this week +350k Net Moments in Circ. $1.5mil in Pack Rev. Only 18k Moments Burned & 8k sent to LR Meanwhile, 60% of Rares are < $50 now & 355 Moments sit idle at a $1 floor But, the Buyers & Secondary MP are constant, so fire away!

It does feel like the window for Top Shot to deliver “net neutral” supply is closing, as Christmas Day is upon us and the All Star break will be here in no time.

🏈 Weird Week on NFL ALL DAY

This was supposed to be a big week on ALL DAY. And it was!

The team dropped a new Ultimate Moment (mint count: 10) of the Immaculate Reception, perhaps the most famous of all NFL plays ever.

But the celebration took a sad turn just hours after the pack drop when Franco Harris, who scores the touchdown in the play, passed away.

NFL ALL DAY @NFLALLDAY

We're incredibly saddened to hear of the passing of Franco Harris. Franco was a true icon of the game, both on and off the field, and brought joy to so many. Our heart goes out to his family and friends in this difficult time. 💛

Heavy news for the NFL community, and made even stranger by the fact that Harris appeared in the commercial for the drop. They shot this just a few months ago!

A case of coincidence and timing. Our condolences go out to his family and to all those in the community affected by his passing.

Unfortunately, the drop itself was not without controversy, as several collectors were quick to point out that a particular user pulled both an Ultimate from this drop, and one from an Odell Beckham Jr. Moment this past summer.

Zuk @ZukCollections

How do I get this type of pack luck? 2x Ultimate pulled on @NFLALLDAY

Naturally, the community channeled their inner-Taylor Stein and went on the hunt.

What they found may be yet another case of multi accounting, as several AD accounts were found to potentially be in cahoots.

AD Fanatic (BESTEA) @AllDayFanatic

This is Kaan. He pulled his 2nd Ultimate moment yesterday. His account was frozen by All Day for what I assume is multi-accounting, not hacking. He claims Alisa33 is his only account, but let's see what we can dig up. Come join me on this crazy scavenger hunt. https://t.co/n18Dl72HSG

The latest from the AD team: the fraud and compliance department is investigating all accounts that pull Ultimate Moments.

NFL ALL DAY Updates @NFLALLDAYUpdate

Quick update: Our fraud and compliance team is constantly investigating suspicious accounts, but due to the scarcity and importance of Ultimate Moments on our platform, we will be further investigating all accounts that pull them from a pack.

Let’s hope for a fun playoff run on ALL DAY (which was hinted at on Spaces this week), and an off season of recalibration.

⚡MAKING MOVES⚡

This is a new section that recaps immediate action items in web3 x sports.

And I want to remind everyone that none of this is financial advice. Please make your own decisions! This is simply a list of stuff you might have missed!

On tap right now:

🔴 ALLOW LIST for Game of Thrones | 30 seconds

From our former friends at Nifty’s comes the first ever Game of Thrones collectibles. The Allow List to mint is only open for a few more days!

🔴 ALLOW LIST for Porsche NFT | 30 seconds

Porsche is rolling out its NFT collection on January 23rd, and it might not be too late to sign up for the allow list.

🔴 GIFT an NFT to SANTA FM | 30 seconds

Give a random ETH NFT to Santa.FM, and they’ll send you a random one back on Christmas Day! Fun little project from Jordan Lyall (former CTO of Nifty’s).

🔴 MINT Manchester United NFT | 60 seconds

Last week we reported on this FREE Manchester United NFT, and now you can use it to pay $30 for their “devil” PFP. I minted mine just to feel something.

🟢 OTM Rumble Week 16 | 2 minutes

Put your ALL DAY Moments to use. Two prize pools: $10k Free to play, and $20k Jolly Joker gated. No harm in putting in moments you already own.

🟢 ALL DAY Crafting Challenges | 2 minutes

ALL DAY rolled out 6x new crafting challenges, including T.J. Watt and Derek Carr that are both hovering around $80 to complete (respectively).

🔵 UFC Strike End of Year Burning | 5 minutes

You can burn up to 20x moments in the new Strike challenge, and receive some Series 0 packs in return on top of a Glover Texeira Moment.

🔵 Tax Harvest Your Illiquid NFTs | 10 minutes

The NFT Loss Harvestooor is a site that will buy your illiquid ethereum NFTs for pennies, allowing you to realize large losses. Get ‘er done by Dec 31!

📸 HIGHLIGHTS OF THE WEEK

We kick off this week with a great one that Phil sent over earlier this week.

Russ just doing Russ things.

Pickswise @Pickswise

Russ had LeBron lost 😭 (via dunk_love0 | TT)

Staying on the Lakers train, we turn to Pat Bev for a classic Pat Bev taunt.

Ballislife.com @Ballislife

He did it again 🤣 Pat Bev scores on Huerter and does the "too small" celebration while the Lakers are down by 20

Next, the Washington Commanders delivered a real feel good moments as undrafted safety Jeremy Reaves makes his first Pro Bowl.

Pat McAfee @PatMcAfeeShow

I’m 35… I have a daughter on the way.. it’s the holiday season.. allergies.. and poked in the eye.. and all of that stuff Actual tears watching this… HELLLL YEAH

Going back a bit further into the week, we’ve got this INSANE drone video of the celebration in Buenos Aires following Argentina’s World Cup win

Joe Pompliano @JoePompliano

This drone shot of Buenos Aires is INCREDIBLE 🔥 (🎥: Ale Petra)

🌐 AROUND THE METAVERSE

Notable highlights from the last seven days:

Web3

People are earning $200+ from Starbucks NFTs! | Yahoo
Gary Gensler said cryptocurrency crackdown is just getting started | FX Street
The Trump NFTs were a recycled the creative from a Stallone project | Plumferno
BAYC’s new campaign focuses on a monkey butthole | BAYC
SBF was released for $250M bail | WatcherGuru
Congressman Warren Davidson is pushing for a self-custodial bill | Bitcoin.com
Old Quadriga wallets have become active: as in Quadriga, the exchange whose founder died mysteriously in 2016 with the keys to all the money | ZachXB

The Weekly Chart

ALL DAY and Top Shot bounce back this week after the Ultimate drop and Hoopsmas campaign.
LaLiga finally makes the chart after launching various challenge and selling out their drop last weekend.

TheFirstMint @TheFirstMint

Top Traded Sports Collections | Last 7 Days🗓️ ⚽️1. Sorare* ($4.5M) 🗂️2. Panini ($788k) 🏈3. NFL ALL DAY ($704k) 🏀4. NBA Top Shot ($504k) ⚡️5. RTFKT x Nike ($270k) ⚽️6. LaLiga ($238k) 🥊7. Strike ($36k) per @cryptoslamio Candy data not available this week

💀 TOP MEMES

The Collectibles Guru 🧠 @ericwhiteback

Some of the WORST pro athlete signatures…who else has a bad one?

The Wolf Of All Streets @scottmelker

This is the first time I’ve ever seen handcuffs used as cuff links on a shirt with French cuffs. A lot going on here. Looks like he’s ready to have a sword fight with a musketeer or sail off to hunt for buried treasure.

Merry Christmas!

**This is not financial advice. Nothing in this newsletter, podcast, or publication should be considered financial or trading advice of any kind. Please do your own thorough research and make your own trading decisions. This is not advice.”

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