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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
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.
Bobby retweeted
most people only just discovered @Collector_Crypt and are probably wondering: what the hell is even Ripmart?
there‘s been a lot of rumors and speculation around it, but this recent livestream by @TuomHolmberg and @chrisakvn essentially says it all. so let me break it down for you:
one of the fastest growing trends in commerce right now is live shopping. Pioneered by Whatnot, and now followed by essentially every big platform: TikTok Shop, eBay Live, you name it.
think of Ripmart as the first truly onchain native version of something like Whatnot, powered by Collector Crypt's infrastructure.
why is this so exciting? a few reasons.
the UX.
as a collector, you don't rip packs on a livestream just because it's fun. you do it chasing that one grail you've always wanted. most of the time you don't hit it, that's part of the game, and you end up at home with a pile of worthless cards you never wanted and spent way too much money on.
with Collector Crypt underneath, Ripmart changes that. instant liquidity through buyback offers, just like you know from the gacha. you can immediately sell back, preserve your liquidity, and get way more runway to keep chasing the grail you actually want, while no more pile of worthless cards at home.
sounds simple, but that one feature gives collectors a 10x better experience (and likely also success rate in finding their grail). which makes choosing Ripmart over Whatnot and the rest a no brainer going forward.
then there is the onchain adoption.
the onchain part is obviously fully abstracted away. it just feels like using a slick new livestreaming and social app.
but what that means for @solana and @Collector_Crypt is massive. this is one of those rare events that could onboard hundreds of thousands, maybe millions of users onchain without them even realizing it, driven purely by their love for collectibles and a genuinely great shopping experience.
and let this sink in: every single pack ripped gets tokenized in real time through Collector Crypt's infrastructure.
the supply of tokenized collectibles on Solana is about to explode. it brings a ton of liquidity to Collector's marketplace, better discovery, and adds an entirely new, highly sought after asset class on top: ungraded cards.
the traction this brings to CC and Solana is going to be huge. and the best part: it's fully organic and therefore sustainable, driven by an asset class people genuinely love and an experience orders of magnitude better than anything out there today.
and of course, Tuom wouldn't be Tuom if there wasn't a lot more going on behind the scenes, stuff beyond most people's imagination, that'll make sure Ripmart isn't just a nice idea but gets the adoption it deserves from day one.
but more on that later, once the time is right.
until then: Tuom mode.
Card club members already knew about this, testing the new feature.
How it works is (at the moment)
- Select an epic card you want to prioritize
- If you hit an epic, 5% chance it will be that one
- Can select up to 5 at a time -> 25% chance it will be one of your picks
- Amount of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp needed per pick depends on the value of the card (higher epics = more CARDS costs)
Other than a new token sink, this feature is significant because it closes the loop of integrating the token into the protocol:
- Use solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp to get preferred epics in the gacha
- Hold solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp to receive free spins
Closing this loop may give them more room to speak clearly about token buybacks under the SEC/CFTC guidelines.
This will all obviously take time, but it is yet another sign that the team is aligned with the solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp token.
Higher
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp are being used in additional to the usual cost of spin (not subsidizing the cost of spin)
Over 19.9k of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp token has been spent ($5.7k in cost) has been spent in additional to usual gachapon spending.
This serves as another additional form of token sink for solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
Bobby retweeted
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp are being used in additional to the usual cost of spin (not subsidizing the cost of spin)
Over 19.9k of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp token has been spent ($5.7k in cost) has been spent in additional to usual gachapon spending.
This serves as another additional form of token sink for solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp
collector crypt remains the best platform when it comes to onchain collectibles
using the new 'spearfish' feature (iykyk) i was able to spend solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp each unpack to select a card i wanted to prioritize winning
$50 -> $3,500
*note: @nobi_ventures invested in collector crypt
