"Why is Node Monkey so awesome?"
Note: This article is a review of all the major opportunities I missed since last year. The main one is Node Monkey. Although I advised my friends to buy three, I didn't get in myself because I felt there was too much I didn't understand.
The following is the original WeChat conversation from my friend (who also warned me about the $sorry risk today) on March 4th, unmodified and posted here.
In November last year, I mentioned to you that I was playing around with SOL and it had a 10x return at the time. Later on, SOL unexpectedly exploded across the board, and I was lucky enough to make about 80x. During this period, I stayed up all night every day, intensively focusing on other new things on the chain, and followed the big market to make some gains. I reached A7 for the first time. After that, Node Monkey surged in January and then fell back. I bought a few at that time mainly based on recommendations from other friends, did my own research, and decided to buy in at an average price of 0.155B. I've been holding onto them without selling, and during this time, I also received an unofficial airdrop worth about 10,000u, which made me feel very secure, and I held onto them tighter and tighter.
I mainly want to talk to you about my own logic and understanding of holding Node Monkey, as follows:
Node Monkey is truly the first original 10k pfp by Ordinals, with serial numbers ranging from 83522 to 111319. There is a simple verification method here: instead of looking at the serial number of the first collection in the series, look at the serial number of the last collection. Therefore, Node Monkey is truly deserving of being the first set, because the project team designed and completed it early and it is currently relatively scarce among sub-100k Ordinals, let alone a 10k series.
There is another popular viewpoint in the Chinese community: BTC is the true mother chain, the origin of everything. ETH, SOL, and other emerging public chains are essentially designed to solve some pain points of BTC. NFTs were originally a function that BTC did not possess, but the emergence of Ordinals broke some barriers. It not only has NFT functionality, but also completely stores data on the chain. Node Monkey is undoubtedly the leader of the entire Ordinals and is the easiest set of NFTs to be accepted by any other public chain Maxi, because it's BTC.
When Node Monkey first surged due to FOMO, I remember you mentioned that it felt like a KOL group game. I agree with this viewpoint, but this round of surging has grown even larger. Many original NFT OGs have started buying in and making calls, and there are many foreign KOLs with hundreds of thousands of fans, some of whom are holders of bayc and cryptopunks, and even some diamond hands, and they have attracted many new retail investors. From my observation, in the past two weeks, Node Monkey has seen paper hands selling off during the afternoon and evening in the Asian time zone, and every time I wake up, I find that it has reached new highs overnight. Therefore, it can be inferred that many of the paper hands selling off are probably Chinese, so this foreign game is actually quite impressive, all "strong hands."
There is also a small easter egg being discussed in a Chinese holder group: RSIC (Rune Miner Leader), Bitcoin Rock, and the founder of Node Monkey are the same person, Satoshi Ishimoto. He was one of the earliest participants in the Ordinals testnet and is good friends with Casey. He is very mysterious and has a broad vision. If you are interested, you can check out this tweet: https://t.co/edKJV6tYTG
Node Monkey's official website has recently made some minor changes and posted some suggestive tweets. This implies that Node Monkey may have an official airdrop, and it is likely to be innovative, such as RSIC. In the worst case, they may just copy Yuga's work and release a few more series, but for holders, they may break even with just a few airdrops.
These past few days, I have been intensively monitoring Node Monkey's community and posts. Firstly, the community atmosphere is really cool and has gradually formed its own culture, regardless of the market situation. Moreover, the big holders are all crazily advocating a viewpoint: ACT AS A COLLECTOR NOT A TRADER! These past few days, Node Monkey has flipped the penguins and is now in third place in terms of market value, not far behind BAYC. However, the community is comparing it to Cryptopunks rather than BAYC, which implies greater room for imagination and growth. This confirms a viewpoint that I strongly believe in: using Chinese tools to play foreign projects.
You may have seen the news and reports about rare Node Monkey editions being sold and bought recently. An address has been collecting alien monkeys at around 10b, and just now, one alien monkey was sold for 17BTC. I have checked the transaction records and other information, and after multiple turnovers, I have confirmed that these are real transactions and not just rumors. Many big shots are not just buying at floor prices, but are paying a premium for the monkeys they like. This further confirms the viewpoint of "ACT AS A COLLECTOR NOT A TRADER." In my opinion, the entire series still has a lot of room for upward movement.
During the last NFT bull market, many celebrities and influencers entered and promoted it, which made it grow bigger and bigger. However, Ordinals has not broken into the mainstream yet, and many outsiders do not understand it. Combining the fact that it is the first 10k NFT on BTC and has a completely on-chain narrative, it may be more appealing than the old relics on ETH. Therefore, there is a possibility of breaking into the mainstream, mainly depending on how the Ordinals project team plans to play it.
The last point is about the big market for BTC. My own judgment this year is that the bottom will be 100k, and it will definitely be more aggressive and exciting than ETH. I know you are seeing higher prices, haha. For Node Monkey, this can create a golden spiral, where after BTC rises, Node Monkey rises, and after Node Monkey rises, BTC rises. The current price of Node Monkey is 0.88B, and it seems that the short-term target of 1 BTC is about to be broken, with a very impressive upward trend. And if BTC continues to rise, then surpassing BAYC and even Cryptopunks doesn't seem so far-fetched.
The above is my own review and humble opinions on holding Node Monkey, hoping it can help with your judgment. I still plan to hold for a while and think about whether there is a chance to achieve A8 with it. However, everything is happening a bit too fast (I've only held for less than 2 months), and I am constantly organizing my thoughts, and I am also very eager to hear your opinions~
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