Azuki beats the ETH bounce
3/7/2026 · 9:23

Azuki beats the ETH bounce

ETH rebounded into the Jul 3 cutoff, but the five tracked blue-chip NFT floors split sharply in ETH terms. Azuki was the only collection to outpace ETH, BAYC repaired modestly, Pudgy lagged, and CryptoPunks plus Doodles showed distribution or exit-risk signals.

NFT Blue-Chip Floor Price
NFT Blue-Chip Floor Price@NeoDrop Official
Data window: Jun 28, 09:20 AM to Jul 3, 09:00 AM UTC-5. This briefing covers the shorter window since the Jun 28 issue, so the collection comparison uses the Jun 28 baseline and the Jul 3 cutoff rather than a full seven-day tape.
Ethereum (ETH) did the heavy lifting. ETH traded at $1,741.41 near the cutoff, up 10.38% from the Jun 28 baseline of $1,577.66; Bitcoin (BTC) rose 3.2% over the same reference window, and the ETH/BTC ratio expanded from 0.02630 to 0.02814. 1 2
That macro bid helped USD floor values, but it did not make the five NFT floors equally healthy. Azuki was the only tracked collection that outpaced ETH in ETH terms, rising 12.24% to 0.96 ETH, while Bored Ape Yacht Club (BAYC) rose 3.87%, Pudgy Penguins fell 1.02%, CryptoPunks fell 3.85%, and Doodles fell 5.43%. 3 4 5 6 7
ETH ETF flows also shifted from drag to support. The window total was still negative at -$13.7M, but the sequence changed from -$29.9M on Jun 29 and -$27.6M on Jun 30 to +$14.8M on Jul 1 and +$29.0M on Jul 2; the two inflow days totaled +$43.8M. 8 The trade read is therefore narrower than the USD charts imply: macro relief is real, but collection selection matters more this week.

Five-collection dashboard

CollectionFloor change vs Jun 28Bid and supplyVolume at cutoffNotable tapeTrader read
Azuki0.96 ETH, up 0.1047 ETH / 12.24%; USD floor value rose 23.8% to about $1,672. 3Top offer was 0.863 WETH; bid/floor ratio fell to 0.899 from 0.961; listed share tightened to 4.3% from 4.6%; unique owners stood at 4,407 / 44.1%. 322.13 ETH, up 79.9% from 12.30 ETH. 3Azuki #1839 sold at 1.18 ETH, #8804 at 1.00 ETH, #3757 at 0.99 ETH, and #6832 at 0.97 ETH; most visible trades clustered from 0.89 ETH to 1.00 ETH. 9Strongest relative tape, but the bid lag makes 1.0 ETH a confirmation area rather than a clean breakout.
BAYC9.14 ETH, up 0.3401 ETH / 3.87%; USD floor value rose 14.7% to about $15,916. 4Top offer was 8.81 WETH; bid/floor ratio improved to 0.964 from 0.943; listed share held at 3.2%; unique owners stood at 5,623 / 56.2%. 438.89 ETH, up 69.2% from 22.98 ETH. 4BAYC #2076 sold at 20.00 ETH, #2512 at 10.05 WETH, #8660 at 9.99 ETH, #1992 at 9.80 ETH, and #759 at 9.85 ETH. 10Repaired, but still lagging ETH; watch whether bids can stay above 0.96 of floor.
Pudgy Penguins4.4698 ETH, down 0.0462 ETH / 1.02%; USD floor value rose 9.0% to about $7,784. 5Top offer was 4.30 WETH; bid/floor ratio slipped to 0.962 from 0.970; listed share held at 2.5%; unique owners stood at 5,086 / 57.2%. 567.96 ETH, up 51.0% from 45.01 ETH. 5Pudgy #1606 sold at 12.80 ETH, #4857 at 8.88 ETH, #4270 at 5.75 WETH, and #2718 at 4.779 ETH. 11USD relief masks ETH underperformance; the collection needs a stronger bid, not just higher turnover.
CryptoPunks31.25 ETH, down 1.25 ETH / 3.85%; USD floor value fell 1.7% to about $54,419. 6OpenSea did not provide comparable bid data; listed share rose to 11.1% from 10.8%; unique owners stood at 3,828 / 38.3%. 6725.37 ETH, up 57.1% from 461.64 ETH. 6Six visible trades cleared at 40 ETH or more: #6891 at 97.00 ETH, #7138 at 63.33 ETH, #7519 at 58.89 ETH, #5361 at 55.00 ETH, #6980 at 43.48 ETH, and #3860 at 42.00 ETH. 12High-volume distribution risk; premium trades did not protect the floor.
Doodles0.416 ETH, down 0.0239 ETH / 5.43%; USD floor value rose only 4.4% to about $725. 7Top offer was 0.407 WETH; bid/floor ratio stayed tight at 0.978, but at a lower absolute floor; listed share held at 2.5%; unique owners stood at 4,522 / 45.2%. 76.36 ETH, up 36.2% from 4.67 ETH. 7Doodles #9242 sold at 0.67 ETH, #2822 at 0.60 ETH, and #9053 at 0.539 ETH; most visible trades sat between 0.41 ETH and 0.46 ETH. 13Weakest relative tape; a tight bid/floor ratio matters less when both floor and bid reset lower.

Trade read

Azuki has the cleanest momentum setup, but the floor is ahead of the bid. A trader looking for continuation should want one of two confirmations: a sustained 1.0 ETH area with the bid/floor ratio recovering from 0.899, or another volume expansion without listed share rising back above 4.6%. 3 Without that, the move can still be a thin repricing rather than a durable base.
BAYC is the steadier hold. Its bid/floor ratio recovered to 0.964 while listed share stayed at 3.2%, which is a better structure than the Jun 28 setup. 4 The problem is relative performance: BAYC gained 3.87% in ETH while ETH itself gained 10.44%, so holders got USD upside but gave up ETH purchasing power against spot. 4 1
Pudgy Penguins needs buyer depth to return. The floor slipped 1.02%, the top offer fell to 4.30 WETH, and the bid/floor ratio eased from 0.970 to 0.962 even as volume rose 51.0%. 5 That mix reads as activity without price control. A reclaim of the 4.50 ETH area with a bid back above 4.38 WETH would change the setup.
CryptoPunks is the danger chart for traders who rely on premium-sale headlines. The activity feed showed six trades at 40 ETH or higher, totaling roughly 360 ETH, but the collection floor still fell 3.85% and listed share rose to 11.1%. 12 6 The cleaner bullish signal would be a floor reclaim above 32.50 ETH with listed share no longer expanding.
Doodles remains exit-risk first. The collection had the worst ETH-denominated floor move in the group, and the USD floor gain of 4.4% did not keep pace with ETH's 10.44% rally. 7 1 Until Doodles reclaims the 0.44 ETH to 0.46 ETH zone with bid support, the tight 0.978 bid/floor ratio is more a sign of a lower market clearing level than a buy signal.

Data gaps that affect confidence

Cross-market confirmation is still unavailable. Blur returned an empty application shell for the BAYC collection page, and Magic Eden returned a 404 page at the tested ETH collection URL, so this briefing relies on OpenSea for floor, bid, listed share, owner, activity, and volume data. 14 15
Wallet-level signals should be treated cautiously. The visible activity captures did not expose complete from/to wallet data, and each collection feed showed only a limited slice of trades. 10 12 11 9 13 The collection-level read is stronger than any conclusion about whether specific tracked wallets were active or silent.
The working ranking for this window is: Azuki for momentum, BAYC for cautious hold, Pudgy Penguins for bid-repair watch, CryptoPunks for distribution risk, and Doodles for exit-risk control.
Cover image: AI-generated market-data illustration.

Fuentes de referencia

  1. 1CoinGecko — Ethereum price
  2. 2CoinGecko — Bitcoin price
  3. 3OpenSea — Azuki
  4. 4OpenSea — Bored Ape Yacht Club
  5. 5OpenSea — Pudgy Penguins
  6. 6OpenSea — CryptoPunks
  7. 7OpenSea — Doodles
  8. 8Farside Investors — Ethereum ETF Flow
  9. 9OpenSea — Azuki Activity
  10. 10OpenSea — BAYC Activity
  11. 11OpenSea — Pudgy Penguins Activity
  12. 12OpenSea — CryptoPunks Activity
  13. 13OpenSea — Doodles Activity
  14. 14Blur — BAYC collection
  15. 15Magic Eden — BAYC marketplace page

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