VeeCon!!!

I'm heading to Minneapolis in a few minutes to attend the first-ever VeeCon. I'm excited to meet all of you there. The picture above is from the label of Gary's first community wine way back in 2007. I still have a couple bottles for sentimental purposes.

I also want to note that the Book Games visualization in Tableau has been changed/updated/consolidated. Please use THIS VIEW AT THIS LINK HERE from now on. I'm planning to make a video next week walking through how to use it effectively.

RIP Paper Hands Pony

 

There's been a bit of controversy in the VeeFriends Discord over whether or not it was possible to burn a Special Book Games token. We can put that controversy to rest now that Token #97713 was burned a couple of days ago. This token looks appropriate as the poor little pony is surrounded by lava and flames.

Please pay attention when burning so that you don't make a mistake like this. It was approximately 2ETH unnecessarily burned.

VF2 Tableau and Spreadsheet

I wanted to make you aware that there is a VeeFriends 2 Tableau page. You can filter on many traits and see character ranking by floor price (second tab). Unfortunately, due to some Public Tableau limitations, it only updates once a day.

LINK TO TABLEAU VF2 HERE

The source data for Tableau is also available in Google Sheets. This updates about every 30 minutes. I want to point out that Trait Counts (second tab) are available here so you can see how many of the new characters have been minted, or how rare a scene or pose is.

LINK TO VF2 Google Sheets HERE

Character	Count
no_character	0
Coming Soon!	4
Versatile Viking	61
Resilient Red Devil	77
Smooth Spider	81
Outgoing Octopus	87
Principled Praying Mantis	92
Alpha Alligator	99
Gritty Ghost	100
Persistent Penguin	105

 

Friday Best Values

Before I start writing about today's best values, I want to give you an advanced warning that the Book Games visualization on my Tableau page will change sometime next week. I'm consolidating all Book Games data into a single visualization with multiple tabs. I will retire frame counts views at that point as well. Feedback on the new views is appreciated.

The raffle snapshots are now done and so now there is very little utility associated with Book Games Tokens. Some players will need to pick a few up in order to burn but there is very little demand at this point. It will be interesting to see how long Gary lets things go before introducing some new utility.

So now we can bargain hunt. Below are today's top 50 best values. A few Neon frames have risen to the top of the list. Those look like terrific values at about 0.3ETH, especially since Neons will likely be burned in the next two weeks. I'm a bit surprised that none of the rarer attributes are on the list. I think this shows just how undervalued frame rarity is at this point. Happy sniping!

Best Values

We continue to see a trend where tokens no longer needed for a raffle drop significantly in price. My best values list today is dominated by Caviar. I expect this trend to continue and will look for opportunities to acquire the rare Pearl and Neon tokens. We are now seeing Rarity/Price/Ratios below 0.4. Keep in mind that before the Friends List snapshot, all RPR were above 1.0.

Looking Back

As you all know, the prices for Book Games have plummeted since the Friends List Snapshot on April 5th. We can look at this as a disaster or as an opportunity. I firmly believe that at some point in the future, Book Games tokens will be highly sought after. At that time, there will be far fewer tokens available due to burn events So let's compare floor prices by frame just before the snapshot and today.

Champagne has fallen by over an ETH but has maintained its value better than any other frame. It makes sense since Champagne still has some very highly sought-after raffles coming up soon. I think it's very possible Champagne could drop significantly after those events creating a good opportunity.

The other thing that stands out to me is the number of tokens listed. The number available for sale now is significantly higher for all frames. We now have many more sellers than buyers. The number of wallets holding Book Games tokens has fallen by about 2,000 since the snapshot.

Book Games is really a supply and demand game when it comes down to it. Supply will slowly shrink over time. Demand will ebb and flow as tokens are needed for utility. The minute demand picks back up, I think we will return to at least Pre-FL snapshot floors and probably higher. Just imagine if those 2,000 players who left the game last month all rushed in at once. The floors would skyrocket.

Best Values

We're in the thick of VeeFriends 2 new character raffles now and some interesting things are happening. The  Clown raffle has ended and Rainbow frames have tanked. Some are now selling below 0.2ETH.

When I checked my "best values" this morning, the first 7 on the list were Rainbow frames. They are the fifth most rare frame currently and are a screaming value. They are currently selling at Rarity/Price/Ratios we have not seen before in the Book Games world. If you're looking for a long-term play, Rainbow is it right now.

If you've got a bit more to spend, there's a Conviction/Bubble Gum/Silver selling for about 0.5ETH and Conviction/Bubble Gum Black selling for 0.53ETH. They are 1 of 32 and 1 of 24 respectively.