Tweezers

Picking apart NFT markets, one edition at a time. Every analysis here starts from the raw chain: every sale and transfer, read straight from Ethereum.

Mike Moldawsky, Tel Aviv. Formerly at Palantir. I write about web3 for people who want the mechanics without the hype.

Mike Moldawsky

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Still from Trust Your Intuition by Coldie: a billboard over a halftone city under a blue sky

Coldie, Trust Your Intuition. 500 editions, NFTBoxes Series 1: Genesis. Data as of 3 Oct 2026. Requested by Blockchain Goals.

429 of 500 editions haven't changed hands in four years.

Price since the 2021 mint, who holds every edition and for how long, and what you could buy or sell one for today. Interactive, with every number computed from the chain.

0.10 ETHcheapest listing
334holders of 500 editions
8resales in the past year
Read the report

How an analysis is made

  1. Every transfer, from the contract. Each sale and move of each token is read from Ethereum, not from a marketplace's own feed.
  2. Prices from the marketplace contracts. OpenSea, LooksRare, X2Y2 and Rarible all record a sale differently; each one is decoded, and gifts are kept apart from sales.
  3. Holders, not just counts. How long each edition has sat with its owner, and whether that wallet is still active.
  4. Liquidity you can act on. What is listed, what is bid, and the gap between them.

Want one for a collection you hold?

The Coldie report started as a question from a collector. If there is an edition or collection you want read the same way, send me a message on X or LinkedIn with the contract or the OpenSea link.