Theme: Predictions for 2023
Type of NFTs up, down, flat
- PFPs
- Games
- Music
- Flat, we need to see larger wallet adoption to overlap with listeners
- Events/Poap
- Up. Watch out ticketmaster
- Corporate
- “Art”
- Up/flat. Marketing tools and ability of artists is going up.
- Sports
- Down. but bullish on NCAA nft
- DAO/Financial
- Fashion/wearables
Other trends:
- 1 new project a quarter topping $10M in launch and initial activity
- YUGA drops from top spots in top 10 with only 2 projects remaining (punks/Apes)
- Polygon dominates as layer 2 upgrade to ETH comes, this crushes other layer
- ETH guesses
- $2,400 EOY and high of $3,500
- Punks - 80ETH vs 90ETH
- BAYC - 60TH vs 50ETH