Whale Watch-ing

Blubber Notes #11 - Alpha for Future NFT Whales

Dear Future Whales,

For today’s note, we focus on what to “watch” going forward, including Blubber Notes Exclusive Alpha on Brandverse and their Z3NA watch collection, upcoming mints and some value-added GameFi content that we recently published.

Before we get to that, a brief note. I had the pleasure of meeting many of our VanEck NFT community members this week at our co-hosted event with Afropolitan at the NYSE. You can read more about it here.

Source: NYSE Press Photo

You should know that these fellow community members are an awesome and diverse group of individuals who bring a lot of value in their perspectives and overall passion for web3, so I encourage you to get to a future VanEck Community event and meet them!

Summary of today's notes:

1. Alpha Leaks: Z3NA Watch Collection

2. Upcoming Mints

3. More Whale-Related Content

Alpha Leaks: Physical delivery of Z3NA collection is coming!

Brandverse - Brandverse is an NFT project working to connect physical and digital wearables. They were a featured project in a previous newsletter.

The current price for a Z3NA NFT is only .035 ETH at the time of writing and they come with a physical watch! Redemption will happen through Boson’s V2 (the date is not announced yet), but Brandverse will be one of the first companies to use it, so taking it slow to ensure a smooth process. Here are some “Blubber Notes Exclusive” sneak peeks at the physical watches that will be claimed by Z3NA watch holders.

Thanks to the Brandverse Team for the exclusive Alpha!

• ECOPUNK - Video

• TECHNOIR - Video

• VETERAN - Video

Source: Brandverse, Veteran Showcase

Upcoming Mints:

META-511: NFTs and the Metaverse - Class is in session with this mint. It’s an open introductory course on “NFTs and the Metaverse” and the course is accessed by minting the free NFT plus gas (transaction fee). This mint is live now and ends October 6th. The course is taught by the University of Nicosia who have been a leader in cryptocurrency education since 2014. As with all mints to new projects, always use a “Degen” wallet or one that does not hold valuable assets and can be used for speculative transactions!

Atari - I shared this one a few weeks back, but I expect this to be a very successful mint. The allowlist mint takes place on September 20th at 1pm ET with the public mint starting at 4:15pm ET. The mint appears to be heavily overallocated and even though they are limiting each allowlist spot to 1 NFT per wallet, I suspect that having an allow list spot is no guarantee to mint. I’m expecting a lot of FOMO on this one!

Source: Atari Discord

More Whale-related Intel:

JP Lee, Co-Founder of our VanEck Community NFT and I partnered on a new piece: Making Waves with Play to Earn Gaming.

Source: Vaneck.com

Play to earn (P2E) gaming holds a lot of promise for both developers and gamers by providing ownership benefits to players, while potentially increasing engagement and broadening the gamer pool. Take a moment to learn more by reading this newly released content.

Authored by Matt Bartlett, CAIA. Follow Matt on Twitter @MattBartlettVE.

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