Cycles every ~2months
Late April/early May
Late June/early July
Late Aug/early September
Late Nov/early December β
2/x
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Longer weekend πΊπΈ
We've seen the same on
July 4th (Independence Day)
September 5th (Labor Day)
3/x
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Anecdotal data of shopping incentives:
Usually Thursday is quite chill
But then things to start ramp up,
especially with online shopping.
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Now moving to the Holiday itself.
It's a gathering moment.
Word of mouth can be powerful during those times.
Hate on NFTs is still a thing for normies, thus the topic can come up.
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How ENS can pique people's interest.
Technically every ENS is an NFT but not every NFT is an ENS. Yet not many people care about those semantics, especially outside of this space.
6/x
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The word 'NFT' carries a strong negative cultural baggage now and in some form can have an implied meaning of hate and mockery.
ENS (.eth), at first, is just like domains.
NFTs don't have to be even mentioned and organically it's not even mentioned.
7/x
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Let's move on to other aspects that create a perfect setup for #ensgiving too. It's more likely to feel like a slow burn but then everything comes together.
Starting with holders of bluechip NFT collections (Cryptopunks, etc) acquiring their marching digits.
9/x
Sep 8, 2022 Β· 6:27 AM UTC
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There's only 1 digit but many collections so now those holders can be in a competition with each other. For example, Punk #8348 bought their digit. What are holders #8348 of BAYC, Azuki and others are gonna do now? good luck to them getting their matching digit now.
10/x
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Moving on to the biggest event in crypto space that's gonna be taking place in a week - The Merge.
Yeild is gonna be looking really juicy, stakers are gonna be basically getting dividends but in Ethereum.
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Energy reduction by 99.95% => NFTs aint that bad anymore on a technical level but still gonna take more for normal society to adjust too.
These 2 points now create a decent case for corporations to get onboarded and start putting more capital into ETH.
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As more capital from the outside flows in, the #theflippening might be looking juicer and juicer, thus expecting more #BTC inflows eventually as people start abandoning the titanic.
Some of that capital is definetely going to go into ENS.
13/x
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GIF
Another HUGE aspect of the whole ENS space itself is the Community.
Many twitter threads and spaces educating.
Great discussions and community uniting and coming together on what's really important for the ENS.
And the community builds but maybe more on that some other time.14/x
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And finally - narratives.
Narrative is a powerful tool. Me writing this thread probably not going to have any influence but what's more important are the narratives that our minds form:
15/x
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These cyclical patterns of every 2 months, categories pumping after each other, money coming in and heating up markets on certain days while cooling on other days.
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πThis concludes this random thread of thoughts. π
Feedback is welcome as well as suggestions on what to look into or what topics to cover next.
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GIF
#nitter for easy viewing and reading! Enjoy nitter.net/i/status/15677610β¦
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