Eeeeeeek! Collectibles insights from a cardboard hoardooor
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I have talked a lot about asymmetric plays, and things most people can afford. I believe a lot exist outside or Pokémon and One Piece, although Pokémon will always be the safer alpha play.
And so I try to find things that I call "zero or hero" and even things priced so low it doesnt matter if it goes to 0... but could be something. Stuff most people arent priced out of. That's how I felt about Ivy Pikachu and Singing Jigglypuff last year.
I have also been thinking a lot about Mario, because at least for me, it invokes a lot of nostalgia and is obviously Big IP. Super mario was of the first games I played (on the NES, but first iirc was duck hunt loll), played on the plane a lot as a kid, played on TI-84+ in class and I still play a lot of mario kart and smash.
For most IPs, Ive simply been going for the rookies of the most popular characters because theyre mostly under 1k raw. Mario's rookie though, as Jumpman in the 1991 Donkey Kong menko, is in the thousands right now. Still OK, but no longer quite asymmetric. But this relatively higher priced rookie, is also maybe proof/validation of demand/significance and a signal to look for follow on plays.
Assuming all of Mario IP grows in demand, what could be asymmetric? So my thesis is, if it does, whatever came from Jumpman era will be sought after.
I picked up some of the Topps Donkey Kong 1982 stickers as the full set goes for less than 100 USD and individual pieces for even less. You can even find uncut sheets cheap. I’d imagine supply is quite decent as you can find many good condition ones cheap, but they’re !1982!. Also picking up the game cartridge Jumpman made first appearance.
Now these may never play out, but given the age I also think downside is limited (although liquidity is a separate problem :P) and worth a bet if we think the *entire* collectibles space picks up.
Perhaps this liqudity build was 50 years in the making.
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I typically buy 99% of my cards online, but today I spent 260 USD at a card shop on some 1996 Carddass!
~235 for the Articuno and ~27 for the Venusaur
I think I got a good deal? 😄
The first card of Carddass Part 1 is the #000 Venusaur, which bears the same design as the gameboy box.
It's also started moving with the rest of Carddass, most obviously from the listed PSA 8s prices laddered and being cleaned out.
Only 4 PSA 10s exist of this genesis card. 37 PSA 9s and 75 PSA 8s.
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Pokemaam retweeted
ピカチュウの股間ホロってなによw
またなんでもありじゃんって思ってわいのピカチュウみてたらまさかのおっぴろげアナルホロあって脱糞しかけた😂2億で売ります🤝
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This has happened to me before too in Singapore a couple years ago. Other party was a migrant worker and it was at night.
He started yelling and I had no idea he was yelling at me. Then he started to run towards me and instinctively I ran too 😂
Then I was like why the fuck am I running lol and stopped and turned around, turned out he had my cardigan in hand (I dropped) and was trying to return it.
I felt so awful I troubled him to go after me and and worse about, well, how he mightve felt. Apologized so hard and bowed so many times loool. He seemed to find it funny though.
In hindsight i guess it was.
Tbh Singapore is the safest place to lose anything. Ive had so maby valuables returned over the years because I am super careless (laptop, phones, wallet, envelope of money, most recently bag of slabs for consignment...). I sometimes wonder if it breeds complacency in me 😅
My fiancée and I just had an old man chase us down a busy street in Singapore.
We had no idea why until he offered us a phone, which we didn’t need…
Until he told us it was her phone she dropped turning the corner.
Something that would never happen in the West.
I love Asia.
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I now think Gameboy Lugia should be worth ~40k actually 😂
Especially with games taking off. People are talking about buying cards of other video game IPs when this theme exists in several cards in Pokemon. This is one of them.
I still think Game Boy Lugias are undervalued, and should be closer to 20k.
About 35 new PSA 10s have entered the supply in the last 5 months, which takes a while to go through - however prices have continued to creep up.
Contrast w/ JP Neo Lugia, which if I am not wrong has around 200 new PSA 10s enter market in the same period.
Comping the mcaps of GB Lugia to Neo Lugia (I left out non 1st ed), in PSA 10s and PSA 7-10s, the Game Boy Lugia would be at USD 18k-34k.
But it wasn't first! Yup, Neo Lugia was first TCG. However, I think people overlook how important it is that GB Lugia was designed by Sugimori. Sugimori has created and designed concept art for most early Pokémon and cards; he is the grandfather of most early genesis cards. GB Lugia is the only TCG credited with him as the illustrator (correct me if wrong).
While the idea of Lugia came from writer Shudo, concept art and earliest official watercolor illustrations used for Lugia were by Sugimori. The illustration you see on the GB Lugia is listed as official Nintendo art (unsurprising since its used for games).
And what this also means is that it has been used multiple times in other material, is printed on other non TCG cards, and continues to be used today. It is basically one of *the* core Lugia illustrations and very widely used, underscoring its importance. It is an image people use when talking about Lugias in general, not any other Lugia card design. Weirdly, a lot of card databases don't include this card because they suck at including promos.
So the card has the OG watercolor design by the OG illustrator, which is still widely used today, currently at sub 3k supply and sitting (relatively) cheap. Ngl if it's price was a chart, it seems like its about to break out again.
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Barely dipped after the last high (less than 20%) and recently 3 were bought in a day 👀
Next push soon?JP exclusive Lugia... you cant find this in English!
JP Gameboy Lugia > JP Neo Lugia
Remember how many times Ive said it'll flip? Its happening.
Lower total pop, JP exclusive. OG official nintendo art by Ken Sugimori. Good reasons fornhigjrr if you dig into it.
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Pokemaam retweeted
Imagine you never heard of Attack On Titan and you go to the airport and see this fcking thing there.
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PSA 9s, only one PSA 10 exists so far. Cheap!
Also, Luigi first appearance? 😂
I have talked a lot about asymmetric plays, and things most people can afford. I believe a lot exist outside or Pokémon and One Piece, although Pokémon will always be the safer alpha play.
And so I try to find things that I call "zero or hero" and even things priced so low it doesnt matter if it goes to 0... but could be something. Stuff most people arent priced out of. That's how I felt about Ivy Pikachu and Singing Jigglypuff last year.
I have also been thinking a lot about Mario, because at least for me, it invokes a lot of nostalgia and is obviously Big IP. Super mario was of the first games I played (on the NES, but first iirc was duck hunt loll), played on the plane a lot as a kid, played on TI-84+ in class and I still play a lot of mario kart and smash.
For most IPs, Ive simply been going for the rookies of the most popular characters because theyre mostly under 1k raw. Mario's rookie though, as Jumpman in the 1991 Donkey Kong menko, is in the thousands right now. Still OK, but no longer quite asymmetric. But this relatively higher priced rookie, is also maybe proof/validation of demand/significance and a signal to look for follow on plays.
Assuming all of Mario IP grows in demand, what could be asymmetric? So my thesis is, if it does, whatever came from Jumpman era will be sought after.
I picked up some of the Topps Donkey Kong 1982 stickers as the full set goes for less than 100 USD and individual pieces for even less. You can even find uncut sheets cheap. I’d imagine supply is quite decent as you can find many good condition ones cheap, but they’re !1982!. Also picking up the game cartridge Jumpman made first appearance.
Now these may never play out, but given the age I also think downside is limited (although liquidity is a separate problem :P) and worth a bet if we think the *entire* collectibles space picks up.
Perhaps this liqudity build was 50 years in the making.
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Pokemaam retweeted
UPDATED: When I started collecting, there wasn’t a simple way to understand what One Piece vintage set came before what. I designed the guide I wish existed: a high-level roadmap to the eras/sets that shaped One Piece TCG over the last 25+ years.🏴☠️
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This was a very nice Harry Potter deep dive and worth a read.
Tldr to me is
1. the first appearance on a retail card was unlicensed
2. The first licensed card was from a board game called Mystery at Hogwarts many of us played
One thing I am really not sure about (?) is that I noticed that the MAH cards have square cut and round cut edge versions, and surely one of them was first. I have no idea which.
And dont tell me about the very obvious WOTC cards, ofc I know they exist.
Website went live and the inaugural article is my massive dive into early Harry Potter cards. Perhaps there are some that you missed? Link 👇👇👇
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Im often asked - whats one card you'll never sell?
I will never say never, but I can say whats the last Id sell and its a pretty worthless card.
Bought for a few dollars and value graded. It was my favorite scene in Pokemon (even more than inflatable boobs James).
BULBABULBA
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Pokemaam retweeted
PSAはバンダイの名称を使わなかった。PSAはタウンマップカードをTCGの分類に押し込んだ。長いあいだ年号も間違えていた。日本限定カードのことは、PSAや海外の鑑定会社を当てにしないほうがいい。何が何だか分かっていない。バンダイはタイトルカード／タイトルカードEXとして刷っている。日本のコレクターも今でもそう呼ぶし、裏面がカントーのタウンマップだからタウンマップカードとも言う。PSAはポケモンカードをポケモン、エネルギー、トレーナーの3分類でラベルしている。タイトル／マップカードは対戦用のポケモンカードでもエネルギーでもないので、PSAはトレーナ枠に突っ込んだ。だからPSAのラベルはこうなる。 • CHARIZARD TRAINER • BLASTOISE TRAINER • VENUSAUR TRAINER 「トレーナー」はPSAの整理用ラベルであって、本来のカード名ではない。英語版TCGのタイプに収まらない初期の日本限定カードでも同じことが起きた。正確なのは日本語の名称のほう。PSAの「トレーナー」はただの仕分けだ。
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The first card of Carddass Part 1 is the #000 Venusaur, which bears the same design as the gameboy box.
It's also started moving with the rest of Carddass, most obviously from the listed PSA 8s prices laddered and being cleaned out.
Only 4 PSA 10s exist of this genesis card. 37 PSA 9s and 75 PSA 8s.
バンダイ カードダスには、グリーン パート1専用カードが3枚ある。
フシギバナのタウンマップカード #000、チェックリストカード1、チェックリストカード2。この3枚はグリーン パート1にのみ収録されている。
グリーン パート1は、レッドより約1週間早く発売された。
レッド パート2には専用カードが4枚あり、約1週間後に発売された（『コロコロコミック』で確認）。
カメックスのタウンマップカード、リザードンのタウンマップカード、チェックリストカード3、チェックリストカード4。これはチェックリストカードの裏面からも確認できる。
まとめると：
• グリーン パート1専用：3枚
• レッド パート2専用：4枚
• それ以外のカードはすべて同時発売
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