Some honest thoughts on top NFT collections > Moonbirds Could easily see them back at 2.5–3 ETH once the market bleed stops. I'm expecting a sizeable $BIRB airdrop for holders, but the real question is what FDV will justify holding for the token vs flipping into a pump? > Hypurrs $HYPE S2 was rumored for November, and many expect an airdrop for holders. If not, these dump hard. Outside of token speculation, I genuinely like them as PFPs. I subconsciously respect anyone rocking a .hl name + Hypurr combo > Pudgy Penguins December’s being called “Pudgy Month,” so I expect bullish price action and announcements. Comments on my Pudgy tweets are always filled with Abstract hopium, but IMO Abstract lost momentum. It fell behind in the L2 race, and even if an airdrop dropped this year, I don’t think it would perform well > Bored Apes Garga said “judge us after ApeFest,” which had some exciting moments, but I think the team expected the hype to last longer than a 20-minute pump and dump. I love Apes and want nothing more than a comeback for Ape culture, but it’s hard to see how they outperform the broader market from here Same goes for collections like Doodles and Azuki. The teams are doing cool sh*t, building partnerships, producing content, and growing their brands, but what’s good for the company’s valuation rarely translates to the collection’s floor, which is still what most holders actually care about