—> m’y analysis a week ago was exactly this, that CG bought this box right at the same time they broke Logan’s or a day or 2 before and then he was going to sell this as a joint venture for 375k to the Dumb Money guys. And basically they were going to raise funds for 1/3 of the box technically giving them 125k “ownership” so 1/3 of the box while raising the actual box costs with fractional ownership (which assuming he paid 150-155k they raise 125k to give up 1/3 of the box and essentially purchase their shares for 30k or 15k total which is a steal lol)
—> Chris Camille and DM aren’t idiots like has been mentioned here a dozen times. In that thread I was just trying to paint the picture that these guys are exactly that, not dumb, not naïve, and actually serious sharks in the game. A deal has to make a stupid amount of sense in their favor for them to get involved on something like this and CG (and his crypto partners or boys) would have not been looking to directly profit off the DM guys. They’re just content being in the same room with them and the opportunity to partner in on a venture and promote a new blockchain based type of venture (the rally rd venture)
—> wether this was staged or not, no idea. The only “conspiracy” tin foil hat type of scenario I can think so would be that on the mission to source and scout for 1st edition boxes, it was quickly realized how difficult it was, assumptions being tossed that there’s only a couple dozen “left” / but ultimately like it has been much debated on this forum, there will always be that what if? And the unknown variable of actual supply and absolutely nothing proving there isn’t someone with 10,000 boxes who releases them very carefully and slowly into the market bla-bla-bla … once you realise this is actually a big problem and a big !!! Type of situation, this is no bueno for real $ and fund money and anyone looking to trade in a market.
So what comes next? What can we accurately speculate on and at least gauge a certain amount of numbers for? PSA 10s (slabs) and pop reports. Numbers especially the 9s are definitely skewed as we are all aware but the 10s are a good way to benchmark the value and popularity as well as supply of a certain card.
The other problem you encounter when trying to seriously analyse this market is that you have SERIOUSLY and genuinely split opinions among collectors who prefer the sealed over the graded slabs and this has long existed. So how do we get the one option that seems much better to actually speculate on and trade on (which proof in the pudding should be the OGs here who have 7 figures portfolios in slabs while having always stayed away from sealed) they must have seen something or done enough math or have enough experience to have realised long term the sealed is too high risk and volatile on expected value vs. The slabs.
So we need to find a way to destroy consumer confidence on sealed and begin to push the agenda further on slabs and their place and role in the investment side of the hobby.
^^ now even for me, who has seen pretty much everything in my life, and who is both raw and transparent as a person as well as seriously open minded… I find it hard to believe someone or a group of people could be so calculated and methodical and pre emptive into creating such strong movements in a cardboard children’s game market lol…
^^ but you also see the specific group of people who are suggesting all this and trying to showcase the value or importance of the role of slabs over sealed. And the others who want to argue the EV of sealed just goes up. There’s just no winning this argument (right now at least and for the last 10 years)
—> CG got too comfortable, too quick, went a little bit too fast and got well got. DM guys never exchanged money and as I mentioned above my anticipation and gut really was leaning towards my analysis. DM knows the value they can bring to both the market as a whole and the swings they can create for which CG also has an interest to entertain and lobby so it would make sense if they actually got free or pretty much free equity or skin in the game for nothing.
—> I hope he gets his $ back / situation is resolved because that’s not a small chunk of change 100-150k to be burnt for… people can do some pretty crazy things once forced into such situations with their backs against the wall… good luck to him and them all (assuming this is not staged), no one deserves to get burned like that.
—> as for LeonHart I mentioned it a few weeks back, he started peaking on views again and watch time on analytics but now with the shift in people coming in daily who have serious followings on their main channels, it’s going to be very troubling times for him again if he doesn’t innovate and pivot beyond what he originally did do offset his views and market share of YT he was losing to guys like Rev and stuff. So he started doing the whole graded stuff and talking numbers to attract the older viewers. Now you have guys with 7-10M subscribers on their channels, 20-30k twitch subscribers, etc. Opening second channels just to open Pokémon because why not? It’s fun it’s content and there’s $ to be made. There’s a guy who streams mine craft who created a channel like a week ago he’s already at 100k I think lol and is pushing for 1M by end of year…
So it only makes sense he’s trying to get his name and face out there and into as much things. Someone shared an article the other day that ABCGO published on Pokémon cards and the rush. LeonHart was personally interviewed to speak on behalf of the hobby and community. If you check who wrote that article and who they are and what else they have published… you can quickly realise it wouldn’t be surprising if that article was even kind of “forced”. It’s not hard to send an email and say you have a juicy story that makes for good content for someone to write about for which you can be used as a spokesperson blabla you’re a somebody in the space etc etc. Win win for us both.
—> tried donating $ to TimTheTatman to talk about a collab and it doesn’t seem to be in the works LootBoxTV has better chances at a collab with Tim
Etc etc. But good luck to him too and I commend the hustle. Not easy to be in a situation where you’re income and career is potentially at risk.
