https://twitter.com/0xPrismatic/status/1591613460093325314
Menghabiskan waktu untuk menggali di mana proyek NFT terpengaruh secara signifikan (atau tidak) oleh ledakan FTX.
Temuan ini menggembirakan sekaligus menyedihkan. Inilah yang saya temukan sejauh ini:
2/ Kabar baik: banyak tim koleksi NFT teratas telah menyatakan bahwa mereka tidak terpengaruh secara material oleh situasi FTX.
Tidak terpengaruh oleh FTX:
- Laboratorium Yuga / BAYC
- RTFKT / Klon X
- Azuki
- Corat-coret
- Kucing Keren
-Digi Daigaku
- Penguin gemuk
- Dunia Wanita
3/ Tidak terpengaruh oleh ledakan FTX (lanjutan):
- TreasureDAO / $MAGIC
- OnChain Monyet
- Lab Kebenaran: Goblintown dan Illuminati
Tim NFT terkenal lainnya:
- @Kekal
: Tidak ada eksposur FTX, cash runway 3,5 tahun
- @animocabrands
: Eksposur FTX minimal, saldo tunai $214 juta
4/ Beberapa tim besar belum merilis pernyataan tentang paparan FTX mereka tetapi saya ingin mendengar dari mereka (bisa saja salah, harap perbaiki saya)
- @burung bulan
- @TheSandboxGame
- @veefriends
- @ParallelTCG
5/ Berita Buruk: Star Atlas terpukul cukup keras, dengan ~50% dari dana perbendaharaan mereka disimpan di FTX dan game belum selesai.
Game sekaliber ini membutuhkan $ yang sangat besar untuk dikembangkan & pasar sehingga mereka perlu mencari dana tambahan.
6/ Tim NFT tidak perlu menunjukkan "Bukti Cadangan" IMO — mereka adalah startup dan bukan bursa/bank
Tetapi mengingat besarnya situasi minggu lalu, merilis pernyataan singkat tentang eksposur FTX mereka adalah minimum yang harus kami perkirakan.
Pasti ingin berteriak ke tim seperti @pudgypenguins(@LucaNetz) yang bahkan telah memberikan detail tentang bagaimana dana mereka dibagi.
Itu adalah tingkat transparansi yang dihargai banyak orang dan memberi kami lebih banyak kenyamanan.
Tim yang diam adalah yang paling mengkhawatirkan. Saya membayangkan ada lebih banyak proyek NFT yang terkena dampak langsung, dan kami akan mendengarnya dalam beberapa minggu mendatang.
Saran saya untuk tim: Terbukalah dengan komunitas Anda, Anda akan menemukan bahwa mereka lebih kuat dari yang Anda kira.
Akan terus mengkompilasi dan membagikan daftar proyek NFT yang diketahui terpengaruh/tidak terpengaruh karena lebih banyak yang terungkap.
Hargai RT (tweet pertama) agar kami dapat mendorong transparansi yang lebih besar di ruang tersebut.
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