A broad basket with national stars and up-and-coming players, focused on rare parallels. This strategy was scrapped after the operator learned first-hand how important liquidity is in a nascent market. See podcast episodes around these themes.

After liquidity became the key focus, it became clear that demand around the World Cup would move in windows, and those windows would open quickly and aggressively. New demand from other sports was anticipated to “buy what they know”. We saw huge jumps in Kabooms! soon after the operator shifted here, and the demand filtered down into National Landmarks and Color Blasts.

The operator’s firm belief is that the next demand cycle will finally be in the low-end, driven by MARKETING rather than collector or flipper speculation. Base and Refractors of key players in key sets now constitute the majority of the holdings, alongside winners still compounding from Phase 1 and 2.