The BabyApe

While you watched August's NFT dip... 
Smart money quietly accumulated 79% gains since July low.
Here's what August really revealed about NFTs 🧵👇
(1/11)

First, the macro view that changes everything:
NFT market has been crabbing for months since early 2025.
Then July happened - a massive awakening began.
Despite August's correction, smart money isn't selling.
They're accumulating. Here's the data...
(2/11)

The Ethereum Dominance Signal 🔥
@MagicEden August breakdown:
❒ Total volume: $449.1M
❒ ETH dominance: 72.1%
As institutional money pours into ETH, guess what's next for their corporate treasuries? 
Blue-chip NFTs.
(Pay attention: NFT valuations are highly sensitive to with ETH price & institutional flows.)
(3/11)

Reality Check: We're Still EARLY. Very Early
Daily volume comparison:
❒ Aug 15, 2025 peak: $27.1M  (Source: ME)
❒ 2021 bull market peak: $513M
We’re at only 5% of previous ATH volumes (massive upside potential)
(4/11)

Top NFT Collections Dominance

1. CryptoPunks: 34.99%
2. Bored Ape Yacht Club: 6.79%
3. Pudgy Penguins: 6.41%
4. Azuki: 1.26%
5. Milady Maker: 1.46%
6. Mad Lads: 0.98%
7. NodeMonkes: 0.68%
8. Quantum Cats: 0.15%
9. Bitcoin Puppets: 0.53%
10. Doodles: 0.55%

(5/11)

Historical NFTs LEADING the revival:
❒ Moonbirds: 12x surge ($1.3k USD in end May → $16.7k USD in mid Aug)
❒ XCOPY Grifters: Breaking $100k  barriers
@spencer’s playbook:
✅ Pudgy Penguins → $1.5M revenue (trading cards)
✅ 3AC liquidation buy → $10M returns
✅ Proven physical-digital bridge methodology
This is conviction-based investing in cultural assets, not speculation.
The narrative shift is happening RIGHT NOW:
Digital collectibles → Revenue-generating brands.
(6/11)

Blue-Chip August Sales 💎
While nft bear trending:
❒ CryptoPunk: $2.67M
❒ Bored Ape: $2.46M

Major ecosystem moves:
❒ Pudgy Penguins: @PlayPudgyParty mobile game + $PENGU Nascar/billboards worldwide
❒ BAYC: Bathroom Blitz & Bubbles on @OthersideMeta, UE 5.5 Sept
❒ Azuki: Luxury watch collab (H. Moser & Cie)
❒ CyberKongz: $KONG token launch +  airdrop to OpenSea users
❒ Moonbirds: @footballdotfun, @KaitoAI leaderboard, $TOWNS airdrop & Monad partnership
❒ Doodles: @Doodles_UP Play2Win game live
❒ Chimpers: @ChimpersHQ hits 1M+ fans across TikTok & Instagram
More coming …
(7/11)

New Projects Printing 💰
❒ No Bad Trippers by @killeracid & @0xVodnik:  8x return from mint (~$130 USD → ~$1k USD in early Aug)
❒ 2048 by @harto_fr:  5.5x from mint  (~$40 USD → ATH 0.002 BTC/ $220 USD)
❒ Quills NFT holders:  999 $SOMI airdrop for Somnia TGE
Smart money isn't waiting for confirmation.
They're betting on ecosystem plays before the crowd arrives.
(8/11)

THE BIGGEST STORY: Institutional M&A Explosion
❒ Aug 5: Billionaire @AdamWeitsman bought 5,000+ Otherdeeds
❒ Aug 8: Animoca acquires Cool Cats
❒ Aug 12: Nasdaq listed BTCS buys Pudgy Penguins
❒ Aug 13:  GameSquare adds $2.5M $ANIME to treasury
NFTs as corporate treasury assets = NEW ERA
(9/11)

The Beeple Signal 🎨
Even @beeple is back launching new ART PFPs.
When the OG who sold for $69.3M at Christie's returns to PFPs...

The culture is shifting.
The creators are returning.
The stage is set.
(10/11)

Key Takeaways for August 2025: 

A month of consolidation, quiet accumulation by smart money, and significant institutional validation.

We are still incredibly early. Opportunities for those who understand the data & long-term vision are immense.

Thanks for reading! For more threads like this, follow me on X: thebabyape113 :)

Till next time, I'm The BabyApe. Stay curious, stay humble, and invest responsibly!

(11/11)