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

 

Emerald Auctions

The VeeFriends 2 auctions for the new Emerald Spectaculars ended yesterday. While all of the results are not in yet, most are and I think the results will surprise some folks. Someone in Discord mentioned that these results serve as a de facto ranking of VeeFriends characters. This seems as good a theory as any so let's take a look at the results.

I've sorted all of the characters based upon hammer price. I've included the top 50 prices. All of this data is available in Tableau -- LINK HERE.

The first two are no surprise -- everyone love the Black Cat and Rare Robot. Three Horned Harpik is in the third spot at about half the price as the top two. Emapthy Elephant is usually considered a top 5 character but it was 7th in the auction. As we round out the top 15, where is Patient Pig? We have to go all the way down to 38th to find him. This, I think, is shocking. It was the first character Gary drew in the series and already has a song and video. Either the rankings are changing or someone picked up a terrific bargain at 7.35ETH.

Do you see any surprises on the list?

VeeFriends 2 Reveal

The VeeFriends 2 character/pose/scene/spectacular reveal will most likely take place in the next 12 hours. I have been working on getting data for VF2 into Tableau. I've also worked out a rarity score.

The rarity score I've come up with is the sum of Character Rarity Score, Scene Rarity Score, Pose Rarity Score and Spectacular Rarity Score. I think the characters are evenly distributed so that one shouldn't be a factor but I'm including it just in case.

An individual trait rarity score takes the total number of tokens in the collection: 55,000 and divides by the number of items with that trait. So the rarity score for Emerald Spectacular would be 55,000 divided by 235 = 234.04.

I'm including Rarity Score as a general guideline. It remains to be seen how important it will be. Also, keep in mind that Rarity Scores won't be finalized until all the tokens have been minted and that may not be until the end of the year.

Please consider these resources as works in progress and under construction. I will try to get them updated ASAP after the character reveal today. Let me know if you see any issues with the data.

GOOGLE SHEETS LINK HERE

TABLEAU LINK HERE

Good luck to everyone with today's reveal!

Discord Raffle Results and More

The VeeFriends 2 Discord Raffle was held overnight. There were 14,551 spots and 27,332 entries giving each participant about a coin flip chance of being selected.

Some were surprised that so many FL spots went unused but I was not. There are still about 6,000 unclaimed Book Games tokens and FL spots were allocated to that group in case the tokens were claimed during the minting period. That makes up approximately 1,700 spots. There are also likely many disengaged Book Games players not paying attention to what's going on. I'm sure there were liquidity issues as well. The good news is that those unclaimed FL spots were rolled over and given to those who entered the Discord member raffle.

The next exciting event up in the VeeFriends universe is the Emerald auction which will be held on OpenSea beginning today, April 25th. The current floor price for a VF2 spectacular is about 4.5ETH. Since this is a new spectacular, I expect these auction prices to be even higher than that. Hopefully, there will be some bargains for lesser-known characters.

We can expect a character reveal for VF2 on April 26th sometime after all tokens are minted. Then we can expect some level of pandemonium as people begin trading for the characters they want. I want to urge you to consider delisting your VF2 tokens prior to the reveal. Imagine if you left a Black Cat listed at 1.5ETH!

The new character burn raffles begin on April 27th. You can check out the recent probabilities for those HERE AT THIS LINK.

It will be an exciting couple of weeks here. I can't wait to see the character reveal. I have been working on VeeFriends Series 2 Tableau page HERE AT THIS LINK. I still consider this a work in progress so please give me any feedback you have about it. I plan to add a rarity score for VF2 as well. Probably a simple one that takes into account Character, Pose, and Spectacular. Please leave a comment with any opinions you have on that.

Good luck to everyone on the auctions, raffles and character reveal!

Public VeeFriends 2 Mint

Gary threw us a curveball this week by changing the public mint to a Discord raffle. You needed to be a VF Discord member by Thursday, April 21st at 6:10 PM EDT in order to enter the raffle. You can read all about the raffle HERE AT THIS LINK. 

You need to have 0.335ETH in your wallet in order to enter the raffle. You need to enter the raffle no later than Midnight on Sunday night April 24th Eastern time (New York City).

Important Dates:

Thursday, April 21st at 6:10 PM EDT - Cutoff to be a Discord member in order to be eligible.

Monday, April 25 at 12:00 AM EDT - Cutoff to enter the raffle.

Monday, April 25 at 12:30 AM EDT - Raffle winners announced.

Monday, April 25th at 1:00 PM EDT - Raffle winners can mint 1 VF2.

Tuesday, April 26th at 1:00 PM EDT - Cutoff for Raffle winners to mint their VF2.

If you don't win a spot in the raffle, they will waitlist you. If there are unclaimed spots in the public mint, they will go to the waitlist.

How many will enter? There are over 300,000 members in VF Discord but I expect the number to be far lower than that. Probably less than 100,000.

How many Friendslist mints have already been claimed? As of about 10AM Eastern time on Saturday, the numbers were as follows:

VF1 Count: 5,695

FL Count: 23,925

That means about 8,000 Friendslist spots have not yet been claimed. I update these numbers in VF Discord for time to time and will be monitoring closely over the next day. All of the unused spots will roll over to the public mint. These will be added to the 10,000 reserved for the public mint.

Good luck to everyone!

Friends List Mint

It feels like forever since I wrote an update here while in reality it's only been a week. I took a bit of a break while the VF2 Minting process was also taking a break. It seems like everything is back up and running with that now. As of this morning, about 22k VF2 tokens have been minted and the floor has remained just a tad under 1ETH for the past couple of days. I think the floor remaining steady here is a bullish sign for the project. With the way the minting process started out, things could be much worse.

In other news, Gary has hinted heavily in the VeeFriends Discord and on Twitter that he'll use a raffle for the remaining 10k+ minting spots rather than let them go to the public (and most likely the bots). How that raffle will be held remains to be seen. The Book Games floor is still rather low -- under 0.2ETH so it's a possible opportunity. If there was a raffle for Book Games holders, the probability for any given token would probably be very low -- around 10%. I wouldn't buy Book Games just for that possible opportunity. It might not happen, and if it does that's a very low probability to bet on.

Meanwhile, the Burn Raffle probabilities continue to drop. You can check them all out HERE AT THIS LINK. Emerald is no longer a sure thing at about 95%. The Red Devil is just under a 50/50 chance. I'm sure these odds will only worsen as money flows back into Book Games from VF2 sales. Keep in mind that these probabilities are worst-case -- only if all eligible sets are entered in the raffle. I don't think that will happen. The first raffle on April 27th should give us good insight into the Burn Raffle participation rate.

Finally, I've been working hard to get a VeeFriends 2 dataset loaded into Tableau. I hope to have that all ready to go for the day of the metadata reveal next week.

Have fun out there with the VF2 mint, stay safe, and keep in touch.

Friends List Mint

The big day is almost here -- those of us lucky enough to win Friends List spots in the raffle last week will be able to mint our VeeFriends 2 tokens starting tomorrow. I know some will rush to do it right away but remember that you have 12.5 days to mint so there is no hurry. I'm afraid many buyers will try to be first and gas could still be rather high.

In order to minimize gas, be sure to check with a Gas Tracker before minting. LINK HERE for the Rarible Analytics tracker.

I have no idea what the secondary price floor will be for VF2 during the pre-mint period but I see many guesses in the 1-3ETH range. Let me know what your guesses are.

Meanwhile, the Book Games floor continues to drop. At the time I'm posting this it's down to about 0.2ETH. I see this is a huge opportunity. The next time there is an event, we'll likely see prices soar once again. I'm particularly interested in Ponies and Koalas listed for under 4ETH right now. From what Gary has said, those should likely trade at about 1/2 the value of the VF1 floor implying a price of about 6 or 7ETH.

Possible Strategy

For those who burned Book Games Tokens for a Gary Originally Owned VeeCon ticket, I was thinking of possible strategies to maximize the gain. It's possible that you could flip it, then buy back into Book Games for more chances to mint VeeFriends 2 NFTs.

The following scenario has a bunch of assumptions -- some of which may or may not turn out to be true. This is more of a thought experiment than anything.

• Suppose you burned 5 Wood Book Games Tokens. Price at the time was about 2ETH.

• Price for GOO VC ticket is about 4ETH now.

• Floor price of BGT is now about 0.4ETH.

• You could sell now and buy about 10BGT.

• You might get 2 extra FL spots with the 10BGT.

• You could sell 2 BGT to fund the VF2 mint.

Now this is where it gets tricky. What will the VF2 floor be? If it's 1 ETH your VF2 are worth 2ETH. If it's 2 ETH they're worth 4ETH.

That's if you do this right now. But what if you wait for the art reveal and GOO VC ticket goes to 5ETH or 6ETH? I put together a few scenarios in the below table. The expected value in the three columns on the right doesn't include the Book Games tokens that you could still hold. There are several things that could go wrong here -- the BG floor could moon before you're able to flip the VC ticket. The VF2 floor might not be what we expect. Lots of FUD but I think it's a valid strategy to at least consider. What are your thoughts on this move?

VeeFriends 2 Alpha

VeeFriends blog just dropped a ton of info including pictures of the new VeeFriends Series 2 art. They look amazing. The bottom line is that VeeFriends Series 1 holders are well taken care of. They get a free + gas VF2 NFT in a special "pose". 

The breakdown of how the 55k VF2 tokens will be allocated is as follows:

10,255 for VeeFriends Series 1 Holders

32,000 for Friends List (unclaimed NFTs go to the General store for Public Mint).

10,000 for the General Public Mint (plus any unminted from Friends List Sale).

3,300 for 15 New Characters (requires burning BOOK GAMES tokens,).

***CLICK HERE TO READ THE BLOG POST***

VeeFriends Minting Process

Here's what we know based upon the VeeFriends Blog Post today:

1. VeeFriends 2 token supply will be 55,555.

2. A raffle will be held on April 5th, 2022 of all Book Games Tokens. 32,000 winning tokens will be selected. If your wallet holds one or more of those winning tokens, you will get the corresponding number of whitelist spots for early minting of VeeFriends 2 tokens.

3. If you don't use your whitelist spot during the pre-sale, it will be forfeited and go to the public minting process.

4. The price of a VeeFriends 2 token will be about $1,000USD.

What we don't know:

1. Of the 55,555 supply, how many will be new characters?

2. When will the fire-sale for VeeCon tickets take place and what will be the price?

3. Exactly which tokens are eligible for the VeeFriends 2 new character minting process?

Timeline for next couple of months. Order based upon Gary hints in VeeFriends Discord:

1. VeeCon ticket fire sale / burn

2. VeeFriends 2 whitelist raffle (April 5th)

3. VeeFriends 2 whitelist minting (12.5 days in duration)

4a. VeeFriends 2 public minting

4b. VeeFriends 2 new character burn (happens during public mint per Friends List Breakdown Live Now)

VeeFriends 2 Whitelist Odds Announced

BREAKING NEWS

The odds for the VeeFriends 2 Whitelist Raffle have been announced. Each token will have about a 26% chance.

Here is a chart to show what your odds are of getting at least one whitelist spot based upon the number of tokens you hold. You have over a 90% probability if you hold at least 8 tokens.