EricHSU_eth

GM☕️ BANDAI just dropped the news that on 6/18 they’ll unveil a brand new global TCG project🤣

I’m blind guessing it’s Naruto. No real reasoning, just feel like after OP, this IP is their best shot at a play.

What if it really is a Naruto TCG? The Pirate side isn’t even fully sorted yet, and we might be diving into a new pit🫠

What are you all guessing, fam?

#BANDAI #TCG #PEPE

GM☕️ Binance wallet also launched the SPCXx IPO event, with Alpha points you can snag some allocation. I haven't been active in a while, still got 120 points locked at $200K U, that's wild🤣

I made a small play on Kraken yesterday, looks like I gotta make a move on BN today too, after all, who knows how much we’ll actually get.

Hoping for a PnL of around 10% would be sweet🫠

#SPACEX #SPCX

GM☕️ I've been in the crypto game for a while, but I've never seen anything as big as SpaceX's setup 🫠

I have no clue about getting in on the IPO, can someone give me a hand on how to play this? 🤣

#IPO #SPCX

GM☕️ Not much to write today🫠 Just a straight-up pump that's a bit unnerving.

If you’re not busy, hit up the TCG marketplace on-chain and keep your eyes peeled, you might just snag a hidden gem🤪

#TCG

GM☕️ Pokémon TCG has recently been ranging, and it even seems to be dropping in price. The bearish sentiments are starting to rise. But to me, it’s all about attention rotation — everyone’s running off to play OPCG now, and I personally believe the backdrop of the 30th anniversary is far from over.

Just a little rant, purely from my feelings: Over the years of trading crypto, my friends outside the scene always tell me, 'This stuff is a scam, it has no value.' Now with TCG, I have friends outside telling me, 'It’s just a bunch of pieces of paper, what value do they have?' Every time I smile on the surface, but internally I'm like: Gold has no real value either; it’s just a lump of rock 🙄, yet people still buy it, right?

I studied materials in undergrad and did my master’s and PhD in chemical engineering, so I know very well — gold is essentially a metal that conducts well, is chemically inert, and easy to store, yet people still buy it.

To put it simply, it’s all about consensus 🤣 Intrinsic value ≠ consensus value.

Cards are printed materials, gold is a stable metal, BTC is just a string of code — the value of all three doesn’t lie in their material, but in how many people agree that they are valuable.

In the last 3 years, PTCG has outperformed all mainstream indices and the premium of precious metals, and in the last 30 years, not a single card box has been stuck in a loss.

Is the bubble big? Absolutely massive. But the market is fundamentally about bubbles; what is a bubble? A bubble is liquidity, high hotspots, and high topicality. Without a bubble, it’s just a stagnant pool.

Playing with bubbles has never been about what the essence is, but how long the consensus can last. Put aside your biases; if you like it, study it, if you don’t like it, go find something you do like to play with. People need to keep busy; what else are you going to do with your time?

#TCG #GOLD #BTC

GM☕️ In less than a month, the trading index for the exchange "One Piece" hit 606.6, with a daily increase of +2.54%. Since the last tweet, it has surged by 25%🫠

The stars of the show these past few days have been the collab Promo cards represented by soccer, basketball, and baseball cards. The soccer BVB collab card is the most outrageous, as the price in sneaker shops skyrocketed from 285k yen to 500k yen in just a week (could it be due to the World Cup?🤣)

There have also been various small cards spiking in price, but I can't list them all.

Which one do you guys like the most among soccer, basketball, and baseball? (The attached image shows my ranking)

#opcg #Tcg

GM☕️ I've scored three OP-16 Robin SP Raw Cards these past couple of days.

Out of the OP-16 series, my favorite card has got to be the hottest one among all the Robin cards—no arguments accepted! 😈

PS: Seems like Robin-chan is always getting Bandai's love; still no comic card in sight! 🫠

#PTCG #TCG

GM☕️ It's confirmed! The second drop of Dodgers baseball cards is here, and there are definitely cards available.

But honestly, I think this new card just can't compete with the first drop's Dodgers card—Luffy swinging that bat looked way cooler in the first series. Plus, this one's a DON!! card, and due to format issues, the design doesn’t fill the whole card, which makes it less appealing.

Once the new cards come out, it’s hard to predict how the price of the first drop will move, but personally, I lean towards '1st is 1st'. Considering the second drop's design isn’t as good as the first (just my opinion), it should be a bullish sign for the first drop's Luffy baseball card.

What do you guys think?

#OPCG #TCG

GM☕️ The market's been pretty flat, $BTC has dropped to 63k, and on the Crypto List, only $HYPE is killing it. With the ETF launch and perpetual contracts hitting all-time highs, the whales are TWAP-ing their positions, it’s a bullish environment for sure. I’m sitting on a 0 position just watching it rise, and I even opened a short that ended up in a loss🫠.

On-chain, it doesn’t feel like there’s much new to play with right now; we might have to wait for the market to consolidate before anything fresh pops up. CEXs are all scrambling for US stock traffic, feels like all the cash has run over to AI🤣.

Guess I’ll just continue playing TCG for now. Anyone out there have a lead on getting the Pokemon 30th Anniversary expansion pack? Asking for a friend!

GM☕️ This time the short really caught me off guard — the market has been sliding down smoothly.

Currently, my positions are looking pretty reasonable; having some bullets to buy ₿ at any time feels great.

I've indeed opened a short position, but it's so small that I’m a bit embarrassed to show it off🤣, with 0.5 BTC short, I've already closed half of it 🫠. Originally, my average price for the short was 78k, but I closed part of it too early and wasn’t satisfied, so I re-entered and lowered the average price.

Other holdings:

- $HACKME: still barely alive 🫠, not much to say, but I still have faith, so I’ll just hold on and play dead;

- $CARDS: quite a surprise, this massive pump has already recovered all my principal, and the funds in my bn alpha account are all profit now (still stubbornly doing some pyramid trading, not sure how much I’ve sold too early🤣)

- Continuing to follow @coinkarma_'s quant strategy, with one goal — to outperform BTC is a win. Coinkarma has a series of indicators that allow for custom signals, and I recently got some tips from @OKxiaohai in Shanghai, the custom indicators are super valuable. Finally, we’ve seen the first buy signal.

As for my outlook on the market, I believe this is probably the last leg of this cycle's downturn, but it will likely be "long and drawn-out" — slowly grinding down, giving us enough time to reload on BTC.

I definitely can’t guess the bottom, so my plan is to stick to the pyramid order strategy that Banana Bro @frozenraspberry taught me — basically just buy a little when it dips, and more when it dips a lot (the pyramid points in the chart are taken from Banana Bro’s notes, they are time-sensitive, and if the structure changes, I’ll definitely adjust, anyone wanting to learn can DM Banana Bro🤤).

PS: A huge shoutout to TCG cards, making this bear market feel fulfilling🤣, there’s always something to play with!

#BTC #TCG

GM☕️ Pokémon TCG 30th Anniversary Expansion Pack "30th CELEBRATION" announced, launching globally on September 16.

- All cards holo
- 30 Pikachu illustrations
- New rarity "FUR - Future Rare" for Mew and Mewtwo

That Pikachu card with its head stuck in the stairs is my wife’s absolute favorite!!! I gotta hold onto one for sure! 🤤

#PTCG #TCG #宝可梦30周年

Erichsu's Dailyshare: PSA, time to close the floodgates — On-chain TCG RWA's perfect storm of timing, location, and people

https://x.com/erichsu_eth/status/2061259910994882786?s=20

GM, I just saw the hey stock little dog on the BSC Chain yesterday, and I realized that Binance's big move on June 1 is to connect crypto users directly with US stocks. A bit late to the party 🤡

I scrolled through the timeline to check out related articles, and the info from the APK decompilation is:

- Real US stock trading - Custodied by Alpaca
- Supports fractional shares
- You can mint bStocks that run 24/7 on the BNB Chain. This is basically combining the traditional broker model (fractional shares + regulated custody) with on-chain 24/7 liquidity.

I’ve always been resistant to moving funds to a US stock account. I've been in the crypto scene for years, and it’s a path dependence. Currency exchange, KYC, broker comparisons, T+N deposit frictions – every time I think about making a move, it’s a bit annoying. Plus, there’s always something fun to do on-chain, so I’ve been lazy about switching. Now, Binance has put the entry point right in front of me, without even needing to change environments.

There are definitely a bunch of details to confirm on June 1, but the key point is the legal rights protection – whether the bStocks you buy will actually have dividends, voting rights, or liquidation priority. But for someone like me who’s "too lazy to change battlefields," this is a straight-up positive.

PS: Have you gone long on $BNB yet? 🤤

#BNB #美股

GM☕️ This project @TheHermians is minting tonight at midnight, total supply 1111, mint price 0.005Ξ

A few days ago, I interacted with the site and submitted my wallet address to snag a GTD WL.

The address I submitted is my go-to wallet, so it should have the historical transaction data analyzed, scored, and selected.

I found the site interaction quite interesting. The price is super low, so I’m definitely gonna hit it up tonight.

https://opensea.io/collection/hermians/overview

#NFTs

GM☕️ PSA The cheapest Value tier has been closed, with nearly 10 million ungraded cards stuck in the queue—translated into crypto slang, that means 'the gas fees for PSA grading have skyrocketed, the chain is congested, and block times have been extended.'🤣

@PSAcard requires a minimum of $80 for a Regular tier single card submission, with a turnaround of about six months, meaning the PSA Population isn't going to see much growth in the short term.

A few personal thoughts:

1. Popular small cards will increase in value. As grading fees rise, it effectively adds a layer of cost for each subsequent graded card, pushing the raw cards up in value.

2. Mint condition raw cards could see some wild pricing. The market price for hot raw cards may even exceed PSA9 levels and rival PSA10 prices.

3. Big cards might not be affected much. Due to their scarcity, the total supply is stable, and their prices tend to follow the overall market trends with less elasticity.

4. The prices for new booster packs will be outrageous. For raw cards from sets like One Piece OP17 and Pokémon M5, compared to older packs, they are likely to skyrocket since no one is grading them yet, relying solely on the raw card market for speculation. This is actually something I want to avoid; prices are irrational, and it'll take at least until they are sold out for prices to stabilize.

I still have a batch of raw cards waiting for submission on my end—was all set with my schedule, but it looks like I’ll need to rearrange🫠. In fact, some raw cards have seen such crazy price jumps that I’ve started selling them (a complete 13-card set of OPCG's Hanakotoba raw cards sold for $730—absolutely wild, we in our small group got them for a few hundred RMB🤣)

#TCG #PSA

GM☕️ Sol chain's TCG cards can now be used for collateralized lending

The Jupiter Offerbook is in public beta, allowing any tokens, NFTs, or TCG cards on Solana to engage in fixed-rate, fixed-term collateralized lending, essentially connecting all assets on the chain to a trustless lending table. It's still in beta, so liquidity is pretty low right now.

Actually, the NFTfi wave tried this whole collateralized lending thing once, but it didn’t last. Whenever a small image project hits a milestone (like snapshots, airdrops, TGE), NFT prices can crash, oracles lag behind, and arbitrageurs clear out the pools in no time, making bad debts hard to manage. Plus, the TVL of these small image projects can't support a viable collateralized lending market, leading them to fade from public view.

Whether TCG can make it this time depends on how large the demand for collateralized lending actually is. If it’s just a small group of users, then this offerbook is just your run-of-the-mill DeFi lending market, not exactly groundbreaking 🫠.

Stay tuned to see if TCG can boost its TVL on Offerbook.

PS: @renaissxyz When are we getting a TCG staking option over on the BSC Chain? 🤤

#OPCG #TCG #Renaiss

GM☕️ Have you guys pre-ordered the OP16 dropping on May 30th? I locked in a box back in January, the price was sweet, but unfortunately, no guarantees🫠

With @EricCLFung’s historical premium comparison from OP11 to OP16, the pre-sale premium for OP16 is +217%, which is higher than OP15, so that basically gives us a rough estimate for the secondary market box price (at least 7 to 8K HKD/Case).

My personal advice is, if the premium is over double for buying a sealed box just to crack it open, it’s not worth it. You’re better off hitting the secondary market for the Raw Cards you really want.

#OPCG #TCG

GM☕️ Base This tweet hints that half the peeps in the CT are guessing about an airdrop snapshot.

I wanna take a guess too, but it could also be a new product or just Jesse playing around🫠.

Anyway, let’s keep the normal interactions going: Coinbase Wallet activity + dApp engagement + bridge trails.

If it's an airdrop, we profit; if not, just getting familiar with the ecosystem.

#Base

GM ☕️ Lately, the best swing trade coin is $CARDS 🤤

First off, I definitely need to keep some of my position, with part of it trying to swing trade because these candlesticks are just too perfect 😂

Thanks to my bro for the online lesson on pyramid orders a few days ago, really putting it into practice 🫶

GM☕️ OPCG four-year anniversary box is live, and I’ve already added it to my watchlist. 🤤

Featuring the 12 zodiac theme, they just revealed the Snake (Hancock) and Dragon (Taoji) card designs yesterday, and this Hancock design is absolutely stunning! 😍

There are still 10 designs yet to be revealed, and as long as Luffy's card design isn't a total flop, this box is bound to go parabolic.

PS: The only thing I'm currently worried about is the difficulty in snagging that PSA10 serial number 12. 🫠

#tcg #OPCG