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damn right // @azuki

.@Azuki bad

Community over everything Happy Anniversary @Azuki

Post event sentiment run thru This to write my thoughts out and for those who wants to read after spending a week in LA hanging out with holders / team. Will ofc write the good and the bad. 📸 christopherdavila // ig Pulled up to the Azuki office — the lot was full, team was on-site grinding. It’s rare to find a squad this aligned, deep in the brand, building day in and day out for the future of Azuki and anime. I've seen team members come and go over the years and it's definitely a hard thing for the core team to balance and keep everything moving. At Anime Expo — we had smaller room for the panel featuring Gorō Taniguchi. Tatsuyuki Tanaka wasn't there because he wanted to lock in for episode 3 of the Anthology series - as bullish as you can be for the Anthology. Teaser looked great and definitely will be studied by the industry and hardcore anime fans. Primed to put Azuki in the limelight at the higher up of totem pole. About 70% turnout, with a mix of holders and a few fans in the crowd. It wasn’t huge, but it was intimate — and the presence of non-holders shows the IP interest is expanding beyond the bubble. Also worth noting: Crunchyroll approached Azuki to work on a collaborative piece for Anime Expo. One of the biggest anime platforms in the world actively recognizing what’s being built. As for the search engines, they're currently the first to pop up and @animecom being second if you look up Anime on Google. Things are looking up for @animecoin 📸 @FishxCD On the TCG side — I registered for the noon tournament during the event and got to test out the Alpha decks. Super polished. Mili-foam cutouts for the box, 50 cards in the premade deck, 8 boosters inside. The quality of the art and the wrapping for the boosters were really good. The gameplay felt overwhelming at first, but it clicked overtime — especially once you start playing around with Gate and Leader mix and match combos in the future. Fun to theory craft and optimize, even if each deck leans a bit linear for now. All holders lost to JCM's One Piece TCG Ringers - not sure if it was intentional for us to all get smoked and for them to win every Tourney Winner Token Card but they'll definitely spread the word about @AzukiTCG 🤨💀. Some explanation or thought process here would be nice. Made sure @JCM1117 's arm was massive here. The main event itself was packed. Execs from Dentsu and other partners were visibly tuned in. Everyone was having a good time, most attendees were ecstatic about Azuki’s event. The venue got so full, fire marshals had to step in. There truly ain’t no party like an Azuki party. Azuki Studio // Westbrook was announced last week. This lines Azuki up for Netflix, Hollywood connects, and speed on the anime production. The collaborations within the studio has patent to AI tools that would speed up how fast the Azuki IP can be published and new episodes and animation works. Most web3//crypto takes a few years for a trailer. Azuki can now spit out shows at record time than most anime series. Puts Azuki as something that's hard to replace or dethroned in NFTs or Anime brand proliferation for newer IPs. Next Azuki killer amirite heh. Animecoin and Azuki NFTs Toughest part of all this is the price. As most know I am balls to the walls when it comes to conviction bets, so if I die here I die here knowing I put my bags into something that's worth riding to zero (But hopefully not) AnimeCoin - there’s currently no recurring utility beyond during limited drops. No staking, no farming. But that also means: no inflation pressure. Most of the people who wanted out have already sold. At these levels, upside vastly outweighs risk for new entrants. If this rotates back up, it moves fast. There's some utility cases , culture coin case , and a hell of a ticker for most exchanges. Skies the limit. For the NFTs - It's in a really rough spot. A few whales still waiting to exit but majority has been cleaned out. There is also a BendDao wall that sits around 5 eth from the loans during TGE. But that doesn't really matter until we hit back to those prices. In the grand scheme — this is all nothing in the context of volume. CEX volume on AnimeCoin already dwarfs NFT action - by 99.5% when it moves. DEX and Onchain wallets are still the main users when it comes to buying NFTs. This one's harder to work around but I would think most would find the Azuki collection undervalued based on what they've build so far and the potential future that's coming. Also some arent aware Zagabond has been working with the @ethereum foundation and ofc @arbitrum team for animecoin. So expecting Vitalik to rock an Azuki isn't out the the door haha but definitely a harder task to tackle for the NFT Side. (Unless Chapter 2 gets a little more excitement or something that'll help boost morale of holders) End of day Azuki’s not sitting around waiting for meta shifts or the NFT meta to come back - As Seraph posted. They’re building across multiple verticals at once; betting on a moonshot from jpegs coming back would be copium, so now they’re expanding Azuki into the corners of the Anime world to find newer holders. My main thought right now (unfiltered) is their skin in the game vs mine - they're on a salary pay still even if our bags keeps going down. Me homeless vs them not homeless gamble - so it hurts when things go south. Sorry not sorry thoughts when prices go bad haha - I've also said this to Dem post Vegas mortem. 😂💀 Also by this thought - they're more incentivized for Anime to go up than Azuki (So probably buy anime dips) TL;DR Hate these current prices - Azuki / Anime good. It's a steep climb but it'll be a fun one. Also excited for the luxury watch retail collab + Azuki's biggest initiative this year. Also @animecoin // @arbitrum coded. Ikuzo.

Announcing: @BobuBeanFarmer Po-lore-oid 👨‍🌾 📸 💬 - a proposal in collaboration with the Chiru Labs content team to release official lore of select memories from Bobu's past to continue telling his story. Read on for details.

State of the Market: Trenches, NFTs, Alts and some hope. Feels like our ecosystem hasn’t caught a break since December last year, then again in July when Eth bounced back. Every few months it’s just survival mode for most part. Another curveball. Another liquidation wave. The October flush The BNB Oracle mess kicked off a chain reaction. Market makers dropped alts 30–50% as part of that whole oracle issue, MEXC insolvency rumors started floating, and everyone got hit. Scalpers / lenders / traders / holders got wrecked. Nobody came out clean. The Trenches and Liquidations The trenches have been rough. Loans tied to NFT assets started breaking down as prices bled. When the oracle issues hit and alts crashed, people who borrowed against their NFTs got trapped - portfolios down bad, loans underwater, collateral gone. A lot of people used trenches to grab extra liquidity and ended up losing both sides: their NFTs and their capital. It’s a loop that hurts the whole ecosystem. Less repayment, less liquidity, lenders take hits, floors bleed. If you’ve cooked through all this, you’re up compared to majority of the space. The NFT market’s been taking friendly fire all year. Even people not using leverage are feeling it because the pain trickles into every collection. Birbs and Pudgys Airdrop / The October Grind @pudgypenguins holders know the feeling. From the highs earlier this year to the grind these last few months, it’s been constant pressure. @moonbirds had a solid run but got dragged down again during the October flush, even with the official Birb airdrop announcement. These two in my opinion will have the most potential draw down because scalpers will grind it down; traders gunning for the airdrops are probably scalping the liquidations to keep the asset while pocketing the change downwards - not many managed to. For some it was a win-win, but for the holders and community it was more pain. Since the liquidity’s all shared between lenders and collections. It rippled across everything. Even Apes, who were chilling around 11 ETH and getting hyped for ApeFest with a bunch of good announcements, ended up dropping with the rest of us. End of day - supply and demand. But not because demand waned - most went broke or lost it all from this fiscal. Survive til capital flows back - it'll be brighter days ahead friends. I won't say what'll happen after the drop because you all know how they tend to go but this is my take for now. Airdrops / Consensus trades Over Alts When alts were falling apart, airdrops honestly felt like the safest play left and next up was consensus trades (Hyperliquid). I was lucky enough to catch a few, did solid in Blur Season 1, went harder in Season 2, and yeah, ate the crumbs in Season 3. Still good ammo for when the market woke back up. It went well, Im not a trader really but Hyperliquid probably kept most of the eco alive. Airdrops are one of the few ways to stay in the game without overexposing yourself. Right now it’s not about maxing out every allocation, it’s about staying alive, stacking what you can, and being ready when the market flips again. Been using @opensea to swap passively between USDC and Eth related things for the badges monthly. I think it was overly aggro farmed the first month and probably should be more chill, definitely have a feeling it'll be a good one. Most dropped out after burning out last month. Being faded is a good signal since less will be trying. @arbitrum and some info fi yap been a few good stimmy here and there but take what ya can also - infofi meta doesn't last forever. Market finds inefficiencies overtime and fill the gap. @monad might keep some that got a drop going - so thanks KeoneHD Survival, Belief, and Azuki This space rewards people who keep showing up. This month feels worse than 2018 but the truth’s the same, the ones who believe, adapt, and keep building always outlast. As said above (Supply / Demand / Capital) - low flow month from wipe. Demand will usually go back up if everyone holds strong in what they believe in. For the Azuki fam, hitting reset was the right call imo. It’s been a long year but sometimes you have to close things that weren’t working and focus on what's got a great footing at success. A business decision by @Azuki / @Zagabond team - start up things like this is where pivotal calls keeps the business going successfully and last forever. It's rough because everyone are friends - so these things are never easy. Holder count’s up, the team’s leaner, and they probably saved close to a mil a year in burn. That means faster moves, more focus, and better execution. From the top down, most people got it - for us community holders, it's a lot to digest but if you understand that then you'll find this change have it's pros instead of the cons. In times like these, you gotta find comfort in the teams and communities that keep pushing. Surround yourself with people and projects that still have that spark. Mental fortitude matters here, especially for NFT holders who get hit indirectly every cycle. Hell, I've been thru everything Azuki has hit and I'm still standing. I can't wait to proudly stand in this space at year 4 with @Azuki. You'll get through this hurdle, whoever and wherever you might be. If you ever need to talk, my DMs are open or find me in Azuki Alpha chat. Take a break. Focus on your health, mentally and physically. We’ve got @azukirunclub (Goat @0x_jonny), and I’ve been using it to turn financial pain into physical gains lol. There's @IKATOH_ETH and @IKUZOFITNESS. @emilyrosemcg and @AzukiCarden. Plenty more. Find your tribe in your own ecosystem (This for those listening and not in the garden) Find your people. Touch some grass. Life really does get better, and this isn’t the end. The space will still be here. When the opportunities come back, everything moves again frfr. A day doesnt mean a bad week, a bad week doesn't mean a bad month, a bad month doesn't mean a bad year. And If you're like me, then a bad year doesn't mean a bad life. Grateful for my time in the space - I can say that I am better because of it than when I joined. When everything burns, the ones that rise again are the ones with strong communities, lasting IP, brands pushing, and teams that keep showing up. IKZ Forever.

Beanz day eh? 🎨 @miji_art

A Siren's call 🎨@CrstoforusWilly

Who is ready for @Azuki TCG? Animated by @danvo_410 Fed Up (Azuki Ver.) by @Bazanji

The cleanest off-chain equipable #AzukixMoM @MuseumofMahomes

damn right // @azuki

.@Azuki bad

Post event sentiment run thru This to write my thoughts out and for those who wants to read after spending a week in LA hanging out with holders / team. Will ofc write the good and the bad. 📸 christopherdavila // ig Pulled up to the Azuki office — the lot was full, team was on-site grinding. It’s rare to find a squad this aligned, deep in the brand, building day in and day out for the future of Azuki and anime. I've seen team members come and go over the years and it's definitely a hard thing for the core team to balance and keep everything moving. At Anime Expo — we had smaller room for the panel featuring Gorō Taniguchi. Tatsuyuki Tanaka wasn't there because he wanted to lock in for episode 3 of the Anthology series - as bullish as you can be for the Anthology. Teaser looked great and definitely will be studied by the industry and hardcore anime fans. Primed to put Azuki in the limelight at the higher up of totem pole. About 70% turnout, with a mix of holders and a few fans in the crowd. It wasn’t huge, but it was intimate — and the presence of non-holders shows the IP interest is expanding beyond the bubble. Also worth noting: Crunchyroll approached Azuki to work on a collaborative piece for Anime Expo. One of the biggest anime platforms in the world actively recognizing what’s being built. As for the search engines, they're currently the first to pop up and @animecom being second if you look up Anime on Google. Things are looking up for @animecoin 📸 @FishxCD On the TCG side — I registered for the noon tournament during the event and got to test out the Alpha decks. Super polished. Mili-foam cutouts for the box, 50 cards in the premade deck, 8 boosters inside. The quality of the art and the wrapping for the boosters were really good. The gameplay felt overwhelming at first, but it clicked overtime — especially once you start playing around with Gate and Leader mix and match combos in the future. Fun to theory craft and optimize, even if each deck leans a bit linear for now. All holders lost to JCM's One Piece TCG Ringers - not sure if it was intentional for us to all get smoked and for them to win every Tourney Winner Token Card but they'll definitely spread the word about @AzukiTCG 🤨💀. Some explanation or thought process here would be nice. Made sure @JCM1117 's arm was massive here. The main event itself was packed. Execs from Dentsu and other partners were visibly tuned in. Everyone was having a good time, most attendees were ecstatic about Azuki’s event. The venue got so full, fire marshals had to step in. There truly ain’t no party like an Azuki party. Azuki Studio // Westbrook was announced last week. This lines Azuki up for Netflix, Hollywood connects, and speed on the anime production. The collaborations within the studio has patent to AI tools that would speed up how fast the Azuki IP can be published and new episodes and animation works. Most web3//crypto takes a few years for a trailer. Azuki can now spit out shows at record time than most anime series. Puts Azuki as something that's hard to replace or dethroned in NFTs or Anime brand proliferation for newer IPs. Next Azuki killer amirite heh. Animecoin and Azuki NFTs Toughest part of all this is the price. As most know I am balls to the walls when it comes to conviction bets, so if I die here I die here knowing I put my bags into something that's worth riding to zero (But hopefully not) AnimeCoin - there’s currently no recurring utility beyond during limited drops. No staking, no farming. But that also means: no inflation pressure. Most of the people who wanted out have already sold. At these levels, upside vastly outweighs risk for new entrants. If this rotates back up, it moves fast. There's some utility cases , culture coin case , and a hell of a ticker for most exchanges. Skies the limit. For the NFTs - It's in a really rough spot. A few whales still waiting to exit but majority has been cleaned out. There is also a BendDao wall that sits around 5 eth from the loans during TGE. But that doesn't really matter until we hit back to those prices. In the grand scheme — this is all nothing in the context of volume. CEX volume on AnimeCoin already dwarfs NFT action - by 99.5% when it moves. DEX and Onchain wallets are still the main users when it comes to buying NFTs. This one's harder to work around but I would think most would find the Azuki collection undervalued based on what they've build so far and the potential future that's coming. Also some arent aware Zagabond has been working with the @ethereum foundation and ofc @arbitrum team for animecoin. So expecting Vitalik to rock an Azuki isn't out the the door haha but definitely a harder task to tackle for the NFT Side. (Unless Chapter 2 gets a little more excitement or something that'll help boost morale of holders) End of day Azuki’s not sitting around waiting for meta shifts or the NFT meta to come back - As Seraph posted. They’re building across multiple verticals at once; betting on a moonshot from jpegs coming back would be copium, so now they’re expanding Azuki into the corners of the Anime world to find newer holders. My main thought right now (unfiltered) is their skin in the game vs mine - they're on a salary pay still even if our bags keeps going down. Me homeless vs them not homeless gamble - so it hurts when things go south. Sorry not sorry thoughts when prices go bad haha - I've also said this to Dem post Vegas mortem. 😂💀 Also by this thought - they're more incentivized for Anime to go up than Azuki (So probably buy anime dips) TL;DR Hate these current prices - Azuki / Anime good. It's a steep climb but it'll be a fun one. Also excited for the luxury watch retail collab + Azuki's biggest initiative this year. Also @animecoin // @arbitrum coded. Ikuzo.

State of the Market: Trenches, NFTs, Alts and some hope. Feels like our ecosystem hasn’t caught a break since December last year, then again in July when Eth bounced back. Every few months it’s just survival mode for most part. Another curveball. Another liquidation wave. The October flush The BNB Oracle mess kicked off a chain reaction. Market makers dropped alts 30–50% as part of that whole oracle issue, MEXC insolvency rumors started floating, and everyone got hit. Scalpers / lenders / traders / holders got wrecked. Nobody came out clean. The Trenches and Liquidations The trenches have been rough. Loans tied to NFT assets started breaking down as prices bled. When the oracle issues hit and alts crashed, people who borrowed against their NFTs got trapped - portfolios down bad, loans underwater, collateral gone. A lot of people used trenches to grab extra liquidity and ended up losing both sides: their NFTs and their capital. It’s a loop that hurts the whole ecosystem. Less repayment, less liquidity, lenders take hits, floors bleed. If you’ve cooked through all this, you’re up compared to majority of the space. The NFT market’s been taking friendly fire all year. Even people not using leverage are feeling it because the pain trickles into every collection. Birbs and Pudgys Airdrop / The October Grind @pudgypenguins holders know the feeling. From the highs earlier this year to the grind these last few months, it’s been constant pressure. @moonbirds had a solid run but got dragged down again during the October flush, even with the official Birb airdrop announcement. These two in my opinion will have the most potential draw down because scalpers will grind it down; traders gunning for the airdrops are probably scalping the liquidations to keep the asset while pocketing the change downwards - not many managed to. For some it was a win-win, but for the holders and community it was more pain. Since the liquidity’s all shared between lenders and collections. It rippled across everything. Even Apes, who were chilling around 11 ETH and getting hyped for ApeFest with a bunch of good announcements, ended up dropping with the rest of us. End of day - supply and demand. But not because demand waned - most went broke or lost it all from this fiscal. Survive til capital flows back - it'll be brighter days ahead friends. I won't say what'll happen after the drop because you all know how they tend to go but this is my take for now. Airdrops / Consensus trades Over Alts When alts were falling apart, airdrops honestly felt like the safest play left and next up was consensus trades (Hyperliquid). I was lucky enough to catch a few, did solid in Blur Season 1, went harder in Season 2, and yeah, ate the crumbs in Season 3. Still good ammo for when the market woke back up. It went well, Im not a trader really but Hyperliquid probably kept most of the eco alive. Airdrops are one of the few ways to stay in the game without overexposing yourself. Right now it’s not about maxing out every allocation, it’s about staying alive, stacking what you can, and being ready when the market flips again. Been using @opensea to swap passively between USDC and Eth related things for the badges monthly. I think it was overly aggro farmed the first month and probably should be more chill, definitely have a feeling it'll be a good one. Most dropped out after burning out last month. Being faded is a good signal since less will be trying. @arbitrum and some info fi yap been a few good stimmy here and there but take what ya can also - infofi meta doesn't last forever. Market finds inefficiencies overtime and fill the gap. @monad might keep some that got a drop going - so thanks KeoneHD Survival, Belief, and Azuki This space rewards people who keep showing up. This month feels worse than 2018 but the truth’s the same, the ones who believe, adapt, and keep building always outlast. As said above (Supply / Demand / Capital) - low flow month from wipe. Demand will usually go back up if everyone holds strong in what they believe in. For the Azuki fam, hitting reset was the right call imo. It’s been a long year but sometimes you have to close things that weren’t working and focus on what's got a great footing at success. A business decision by @Azuki / @Zagabond team - start up things like this is where pivotal calls keeps the business going successfully and last forever. It's rough because everyone are friends - so these things are never easy. Holder count’s up, the team’s leaner, and they probably saved close to a mil a year in burn. That means faster moves, more focus, and better execution. From the top down, most people got it - for us community holders, it's a lot to digest but if you understand that then you'll find this change have it's pros instead of the cons. In times like these, you gotta find comfort in the teams and communities that keep pushing. Surround yourself with people and projects that still have that spark. Mental fortitude matters here, especially for NFT holders who get hit indirectly every cycle. Hell, I've been thru everything Azuki has hit and I'm still standing. I can't wait to proudly stand in this space at year 4 with @Azuki. You'll get through this hurdle, whoever and wherever you might be. If you ever need to talk, my DMs are open or find me in Azuki Alpha chat. Take a break. Focus on your health, mentally and physically. We’ve got @azukirunclub (Goat @0x_jonny), and I’ve been using it to turn financial pain into physical gains lol. There's @IKATOH_ETH and @IKUZOFITNESS. @emilyrosemcg and @AzukiCarden. Plenty more. Find your tribe in your own ecosystem (This for those listening and not in the garden) Find your people. Touch some grass. Life really does get better, and this isn’t the end. The space will still be here. When the opportunities come back, everything moves again frfr. A day doesnt mean a bad week, a bad week doesn't mean a bad month, a bad month doesn't mean a bad year. And If you're like me, then a bad year doesn't mean a bad life. Grateful for my time in the space - I can say that I am better because of it than when I joined. When everything burns, the ones that rise again are the ones with strong communities, lasting IP, brands pushing, and teams that keep showing up. IKZ Forever.

Community over everything Happy Anniversary @Azuki

Announcing: @BobuBeanFarmer Po-lore-oid 👨‍🌾 📸 💬 - a proposal in collaboration with the Chiru Labs content team to release official lore of select memories from Bobu's past to continue telling his story. Read on for details.

Beanz day eh? 🎨 @miji_art

Who is ready for @Azuki TCG? Animated by @danvo_410 Fed Up (Azuki Ver.) by @Bazanji

Join the cult @RedBeanGuild // @azukirunclub