bullish on $CARDS tldr: more profits than its marketcap buybacks coming - Token has been going down/sideways while fundamentals have been improving - 9M gross profit in Q1 (37M/yr) - 146M gross revenue in Q1 (584M/yr) - $14M (or $17M reported by others) treasury; collectible inventory USDC, backed by the token - The marketcap is $13M - Token buybacks are coming “pretty soon”. - Chunk of profits will go to buybacks, along with percentage of each pack sale (including partner platforms via their API) will route directly into systematic buybacks (averaging $84M monthly volume past 6 months) - Team is actively trying to buy back VC allocations (reducing sell pressure). Which are fully unlocked in a few months anyway. - Team has already quietly bought back $1.5M worth of tokens. Creating a floor around 3c. - FDV is effectively much lower; can remove 37% foundation 16% community (will take 10yrs to disperse) % they’ve bought back already. And this number goes up with upcoming buybacks - Team is great, transparent, they keep shipping and innovating. - They are opening up their own vaulting facility; vertical integration with same day shipping, no international repackaging, no reliance on 3rd party logistics. Better UX and will allow for product expansion like sealed gacha. - Goal is building the infrastruture layer for the entire collectibles market. - Pricing API, collateralized lending, expansion to other TCGs coming up. More in the pipeline the team doesn’t want to share as competition will copy. - 0 ad spend so far, fully focused on hyper growth What do you think happens when official/systemic buybacks get announced?

New weekly high on all metrics @Collector_Crypt - $3.5M weekly profit ($182M annualized) - Top 10 highest revenue in all of crypto - 4th highest if you remove chains and stablecoin issuers - 2nd on @solana behind pumpfun, would be first on Ethereum or base - Quarterly airdrop is done - More buybacks happened (team confirmed the rumour) - $37M in tokenized assets Product market fit solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp

Onchain flows indicate that revenue buybacks have started for $CARDS. At this point there isn’t a single reason left to not be bullish on @Collector_Crypt.

- Revenue, volume, DAU all up and to the right - June already at $56M in gacha spending only 12 days in - Team keeps shipping - More adoption for CC infrastructure - >$37M in tokenized assets Meanwhile BTC dropped 25% Product market fit comfy in $CARDS

How are people missing this! @Collector_Crypt metrics are absolutely exploding while solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp trades at sub 1x earnings despite every financial KPI simultaneously printing new ATH's! Let me put this into perspective... Gross Profit peaked at $811k on a single day (June 10). Annualized gross profit (current ATH rate) comes in at ~$296M/yr. This gives CollectorCrypt a 0.2 P/E to MC ratio ($55M) or a 1.45 P/E to FDV ratio. ($439M) But Dom "Token has no Value and the buyback mechanism is discretionary" @TuomHolmberg has made it clear that he intends for all economics to flow back to the token, it is simply a matter of legislation and legal clarity. "Well 90% of revenue is coming from Pokémon cards anyways" The majority of revenue coming from Pokémon cards is a strong argument for growth. The door for One-Piece, sports cards, comic books and beyond is wide opened and Collector crypt is well positioned to capture this. This is also represented in DAU's. Just yesterday we set a local ATH of 828... This is next to nothing in terms of addressable market. there are 420 million collectors worldwide that are largely unaware of the offering and solutions Collectorcrypt can offer. What do you think happens once they discover CC? Closing thoughts: - Revenues and profits are quickly ramping up - Crypto traders are asleep at the wheel - Their white-labeled product is quickly becoming the standard. If any of the apps built on CC win, CC wins - DAU climbing - Token accrues all value - One-piece and other trading cards gaining traction - $2500 packs have been a huge success - ~$35M NAV (Cards in treasury) - Web2 presence growing Despite the impressive numbers i do expect growth to continue from here. Listen to my full conversation with @bassbuddha on @MCGlive below (ALPHA)

Launched around 3pm, so this only accounts for 9hrs of the $2.5k packs yesterday 👀

Collector launched their $2,500 packs yesterday and integrated with @solflare, immediately hitting a new daily high. Printed more than $800k in daily profit, which is almost $300M annualized. Incredible team that simply can't stop shipping. $CARDS coded.

since this post in april the @Collector_Crypt revenue numbers have continued moving higher, they did $27m revenue last week (1.4b annualized) with a profit of $1.7m last week (88m annualized) currently its sitting at $50m mcap but at these numbers, a reasonable base case valuation range is roughly $1.0B – $2.0B market cap, with the upper end warranted if growth is strong (it is) and margins are stable or expanding (they are) expecting the $cards chart to continue up and to the right.

another monster week for @Collector_Crypt volume and revenue, even more then last week all while $cards now trading at a nice 35% discount from recent highs due to overall market conditions. asymetric bets like this are no brainers

Not sure what you mean brah. I sold to a willing seller at a price. Prices could be higher and then I would be called a dumb ass. I just happened to call it right this time as it regards to my trading goals.

$CARDS $HYPE Barbell Buying more

The latest earnings of @gamestop may have been one of the most bullish developments for the onchain TCG sector this year. The company reported the highest quarterly profit in its history, driven largely by strength in collectibles. The segment generated $349M in revenue during the quarter, accounting for 42% of total sales. This includes TCG products, grading services, Power Packs, toys and other collectibles related merchandise. The results reinforce a trend that many investors continue to underestimate: collectibles are no longer a niche category. They are increasingly becoming one of the most important growth drivers across the broader retail market. A key advantage for GameStop has been its partnership with PSA, which effectively serves as the inventory backbone for its Power Packs product. For onchain collectibles platforms, the numbers help frame the size of the opportunity. @Collector_Crypt generated $21.3M in net revenue over the last three months. By comparison, GameStop's collectibles segment alone generated roughly 16x that amount in a single quarter. The more interesting takeaway is that Collector Crypt is not competing for a crypto native market. It is competing for a share of a much larger collectibles economy that is already proving capable of generating hundreds of millions in quarterly revenue. In many ways, Collector Crypt already has the better product. Users benefit from more transparent odds and stronger buyback rates versus GameStop's Power Packs offering. Despite operating in a much earlier stage of growth, Collector Crypt trades at only a modest premium to GameStop on a sales basis, roughly 4x-5x annualized revenue versus around 3x sales for GameStop. The key question is no longer whether demand for collectibles exists. GameStop's earnings answered that. The question is whether Collector Crypt can successfully expand beyond crypto natives and build an onboarding experience that captures the much larger retail audience already participating in the collectibles boom. Bullish on solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp

About 30-40% of Gachapon Userbase has kept at least 1 slab won from Gachapon and ~$19m worth of Pokemon slabs has been burnt and redeemed IRL till date on @Collector_Crypt

Collector Crypt reached an ATH in monthly net revenue with $9M ($5.3M of that as gross profit). Big times for web3 consumer apps. Only possible on @solana.

straight from the collector crypt discord. the demand is so enormous they literally cant source cards fast enough imagine thinking $cards is anywhere near a top so much higher.

🚨NEW ATH FOR ONCHAIN GACHAS🚨 After setting ATHs in spend volume in both March ($148.6M) and April ($184.0M), the sector set another ATH in May at $227.6 million (24% MoM growth)! The top 7 TCG platforms by May spend: 1) @Collector_Crypt - $90.5M 2) @Courtyard_io - $58.8M 3) @phygitals - $56.1M 4) @Beezie - $11.8M 5) @renaissxyz - $5.4M 6) @mnstr - $3.2M 7) @gacha_game_ - $1.9M Onchain gachas are going vertical!

Hyperliquid’s secret to success was as simple as it was genius: Nail the product → attract the liquidity and users → then let builders build on top of that. Product becomes platform. The exact same thing is happening with @Collector_Crypt right now, with projects like @renaissxyz, @slabcash, @ComicBook, @MagicEden others building on top of their infrastructure and inventory - horizontally expanding both their distribution and revenue. What they are cooking in-house on that front will take all of this to a whole new level. If you only knew.

Lets just assume the entire platform is fully diluted at 320m Current monthly revenue is around 100mil in gacha sales per month, now about 80mil of this is used to buy back cards at circa 90% insured value, the remaining cards are redeemed irl or left on the platform. So its on track to make 10mil this month in profit alone and increasing. Thats 120m profit annualised, what should the platform be valued at then? The team has been doing manual buy backs at much lower prices, but alot of the profit is recycled into new gachas and inventory rather than buying back a token, the goal is to bring hundreds of millions of slabs onchain so it can compete as a market place vs places like ebay and fanatics (so buybacks dont make too much sense compared to just growing the business). Imagine if the variety of cards available is 10% of ebays selection, but instead of paying 13% ebay fees per sale its in the low single digits, its basically an rwa platform disrupting traditional models. The trojan horse is the gacha, but the true end goal is competing with ebay by tokenising assets and charging significantly less fees. Its partnered with comic gachas, so its also expanding its verticals. Credit card spend from irl flows are also going parabolic, some users dont even realise its a crypto platform. Plus i found out recently. Bid.collectorcrypt.com allows you to actually bid on ebay auctions with usdc, this is an insane unlock for overseas buyers not willing to pay import taxes (10% for aus 15% for nz, 15% for europe). They also do concierge for big ticket times on goldin and fanatics upon request. The team is looking at every angle and trying to disrupt the entire industry by using crypto rails. Go to the discord, ask questions, plenty of people will help you.

Great write-up by flow on $CARDS, covers everything regarding the token. What I can add - Inventory is currently $30M - More VC allocations have been bought back - Team is in contact with "every proper CEX" - Tuom is bald

In the last 30 days, @Collector_Crypt generated more earnings than: Ethereum, trading at a 803x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Chainlink, trading at a 30x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Phantom, valued at 9.5x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Uniswap, valued at a 9.4x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Aave, trading at 4.4x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp EdgeX, trading at 4.4x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Jupiter, trading at a 4.3x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Lighter, trading at 3.9x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp Polygon, trading at a 3.1x of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp And most importantly, Collector is still in hypergrowth mode, while most of these others aren’t. So if you’re wondering whether this train is slowing down anytime soon: No.

been bullposting $cards even when I was underwater at 0.03, so I'm not saying buy right this second off of the pump from combo bluntz and ansem posts but some thoughts, based on comments I've seen on their posts. which i consider wildly bullish since so many are angry and not buying based off of outdated and outright incorrect info - no token use case yes and no. it does have a monthly yield, and its had it for months. you get points on a random date monthly for holding that translate to free packs. autec (team) has mentioned they'll likely change the calculation as higher prices stabilize. ripping free packs is wildly more satisfying than traditional staking yield more importantly, they've implied multiple times across interviews that they're waiting for regulatory clarity, and not too subtly implying it would happen likely through the clarity act, where the token would act more like traditional equity and be a claim on both inventory (30 mil) and revenues. of course, this doesn't exist yet, but that's the perk of buying at speculative levels that's separate from any other perks that may come from holding the token. if they can chip away at ebay and psa's biz models, i can see some very easy ways to add token utility on top of considerable revenue - buybacks? they've bought back low 7 figs worth, recently bought back another $100k, and have stated a preference in doing per pack buybacks. I don't think buybacks are the most bullish factor, far from it, but I believe they've thought it through and shown good faith so far - monthly unlocks they've stated multiple times they're trying to otc unlocking tokens, and some recent gsr transfers around the same time as an autec statement in discord make me think they've managed to otc a good half mil of unlocking vc tokens at a minimum. they've also implied they have plans for the substantial percentage of foundation tokens, so fdv isn't nearly as bad as some assume, if you trust the team. so far, I think you can ultimately, you've got a biz that has clearly implied how they want to be structured post regulatory clarity, has laid out buyback and related plans, and keeps setting new revenue highs while dramatically expanding tokenization via whitelisted partners