ETH rallies 26.8% while CryptoPunks leads a flat blue-chip floor week
ETH gained 26.83% in the latest seven-day series, but only CryptoPunks posted a meaningful floor gain; the dashboard separates macro beta, supply changes, and the weekly evidence gaps.
The read
ETH rose from $1,880.56 at the start of CoinGecko's latest seven-day series to $2,385.13 at the Aug. 21 cutoff, a 26.83% gain. The NFT floors barely followed: CryptoPunks gained 2.18%, Pudgy Penguins added 0.14%, BAYC and Azuki slipped, and Doodles fell 3.47%. 1
The current 24-hour USD pulses are much larger than the Aug. 14 snapshots, yet floor breadth remains thin. Punks has the clearest price response. Pudgy has the cleanest supply improvement. BAYC's offer gap widened, and Doodles added listed supply while losing floor value. The week reads as an ETH rally with limited collection-level confirmation.
Data cutoff: Aug. 21, 2026, 09:00 ET (UTC-05:00). NFT changes compare the Aug. 21 OpenSea snapshot with the Aug. 14 snapshot used in the previous briefing. CoinGecko's percentage uses the first and last points returned by its current seven-day series, so the macro and NFT windows are close rather than minute-aligned.
Weekly dashboard
| Collection | Floor now | Change vs Aug. 14 | Current 24h pulse* | Listed now / change | Top offer / floor |
|---|---|---|---|---|---|
| BAYC | 8.1487 ETH | -0.0303 ETH (-0.37%) | $369.3K / 154.83 ETH (+747%) | 277 (2.8%) / 0.0 pp | 91.2% 2 |
| CryptoPunks | 32.41 ETH | +0.69 ETH (+2.18%) | $489.5K / 205.23 ETH (+269%) | 1,101 (11.0%) / 0.0 pp | Data temporarily unavailable 3 |
| Pudgy Penguins | 3.83 ETH | +0.0053 ETH (+0.14%) | $348.9K / 146.28 ETH (+877%) | 210 (2.4%) / -0.1 pp | 94.4% 4 |
| Azuki | 0.844 ETH | -0.0057 ETH (-0.67%) | $37.7K / 15.81 ETH (+388%) | 464 (4.6%) / -0.4 pp | 94.3% 5 |
| Doodles | 0.37 ETH | -0.0133 ETH (-3.47%) | $25.8K / 10.82 ETH (+143%) | 274 (2.7%) / +0.1 pp | 96.7% 6 |
* OpenSea rounds its USD volume. The ETH figures divide those rounded USD values by the $2,385.13 ETH point above. The percentage in parentheses is an approximate USD comparison with the Aug. 14 24-hour snapshot, back-converted from the prior briefing's ETH-equivalent readings using its $1,867.84 ETH point. Current pulses are 24-hour snapshots, not verified seven-day totals.
The listed percentage is a supply snapshot. It shows the share listed now; it does not provide listing additions, cancellations, sales, or velocity. Top-offer ratios use the rounded USD floor and offer fields, so they are directional bid-quality comparisons.
What changed by collection
BAYC: the floor lags ETH and the bid got thinner
BAYC slipped to 8.1487 ETH from 8.179 ETH while ETH rose 26.83%. The listed share held at 2.8%, and the top offer fell to $17.7K against a $19.4K floor, or about 91.2% of floor. The prior briefing showed a 96.1% offer-to-floor ratio, so the current gap is materially wider. 2
The current 24-hour pulse reached $369.3K, roughly 154.83 ETH at the cutoff. That is a large increase from the prior snapshot's low base, while the floor still slipped. OpenSea's activity capture shows BAYC #5173 at $29.4K with quantity one. The capture leaves the row without a usable event timestamp or multi-item sequence, so the sale stays an activity print rather than a week-qualified sweep or buyer-type signal. 7
Read: BAYC needs a tighter offer gap and sustained turnover before its floor can be read as repaired.
CryptoPunks: the only clear floor leader, with supply still heavy
CryptoPunks rose to 32.41 ETH from 31.72 ETH. The 11.0% listed share remains the highest in the cohort, and OpenSea shows 1,101 listed items. The collection's current 24-hour pulse is $489.5K, or about 205.23 ETH at the cutoff. 3
OpenSea's activity capture shows CryptoPunk #1326 at $121.6K with quantity one, with profiles listed on both sides of the transaction. The captured row has no usable timestamp, so the print cannot be assigned to the Aug. 15–21 window or labeled a whale purchase. 8
Read: Punks has the best price-and-flow combination this week, while 11.0% listed supply keeps a visible seller overhang in the setup.
Pudgy Penguins: supply improves, floor barely moves
Pudgy Penguins rose to 3.83 ETH from 3.8247 ETH. The listed share tightened to 2.4% from 2.5%, and the top offer is about 94.4% of the $9,141.03 floor. OpenSea's current page shows $348.9K in 24-hour volume, or about 146.28 ETH at the cutoff. 4
The analytics panel also displays $593.3K in volume and 71 sales, while the captured panel supplies no period label. That figure cannot carry a weekly interpretation. The current activity rows show single-item sales near the floor, but the capture supplies no complete timing and wallet sequence for a sweep claim. 9
Read: Pudgy has the best supply change, but the 0.14% floor gain trails both ETH and the collection's larger USD pulse.
Azuki: another step down from the 1 ETH repair line
Azuki fell to 0.844 ETH from 0.8497 ETH, and its one-day floor change on OpenSea is -1.9%. The listed share eased to 4.6% from 5.0%, while the $1,898.17 top offer sits at about 94.3% of the $2,013.05 floor. 5
The current 24-hour pulse is $37.7K, or about 15.81 ETH at the cutoff. OpenSea's activity capture shows Azuki #9462 at $2,013.27 with quantity one. The capture supplies no timestamped multi-buy sequence, so the row gives activity context without a verified weekly sweep or buyer classification. 10
Read: Azuki remains below the prior repair zone, and the offer gap leaves the 1 ETH reclaim thesis on hold.
Doodles: the weakest floor and a small supply increase
Doodles fell to 0.37 ETH from 0.3833 ETH. Its listed share rose to 2.7% from 2.6%, and the top offer is about 96.7% of the $882.50 floor. OpenSea shows only $25.8K in 24-hour volume, or about 10.82 ETH at the cutoff. 6
The activity capture shows single-item sales around $840–$882, including Doodle #5451 at $840.23. The rows have no usable event timestamps or multi-item sequence, so the prints do not establish a week-wide demand event. 11
Read: Doodles combines the cohort's largest floor loss with a small supply increase and the weakest current pulse.
Execution map
- Start with CryptoPunks for relative strength: the floor gained 2.18% and the current pulse is the largest in USD and ETH-equivalent terms. A lower listed share would improve the demand signal.
- Watch Pudgy for confirmation: the listed share tightened to 2.4%, but the floor barely moved. A sustained pulse with a wider offer fill would make the supply change more useful.
- Require a BAYC bid repair: the floor is below the Aug. 14 snapshot and the offer ratio fell to 91.2%. The next confirmation is a tighter gap alongside continued turnover.
- Keep Azuki defensive: the floor remains below 0.85 ETH, the one-day move is negative, and the top offer is 5.7% below floor.
- Leave Doodles in observation mode: the floor fell 3.47%, listed supply rose, and current volume remains small.
Coverage limits
This edition uses OpenSea collection and activity pages for the NFT snapshots and CoinGecko's Ethereum market chart for macro context. The Blur BAYC collection page returned a security challenge and an empty app shell. The Magic Eden Ethereum BAYC page returned a page-not-found result. The two surfaces supplied no cross-marketplace floor comparison for this issue.
The capture leaves weekly total volume, weekly sale counts, week-over-week volume changes from a period-labeled feed, listing additions, listing cancellations, listing velocity, and unique weekly buyers and sellers unavailable. The capture also leaves every candidate sale without the complete timestamp, wallet, and quantity evidence needed to verify a weekly sweep or assign a buyer type. Current owner counts are not substitutes for weekly participant counts.
The signal is narrow: ETH delivered a 26.83% macro tailwind, CryptoPunks captured the only meaningful floor gain, Pudgy improved supply without moving much, and the other three collections lagged or fell. The next decision point is breadth: floors, bids, and turnover need to improve together before the ETH rally becomes a broad PFP signal.
References
- 1CoinGecko Ethereum 7-day market chart
api.coingecko.com
- 2Bored Ape Yacht Club | OpenSea
opensea.io
- 3CryptoPunks | OpenSea
opensea.io
- 4Pudgy Penguins | OpenSea
opensea.io
- 5Azuki | OpenSea
opensea.io
- 6Doodles | OpenSea
opensea.io
- 7BAYC activity | OpenSea
opensea.io
- 8CryptoPunks activity | OpenSea
opensea.io
- 9Pudgy Penguins activity | OpenSea
opensea.io
- 10Azuki activity | OpenSea
opensea.io
- 11Doodles activity | OpenSea
opensea.io
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