ETH up, blue-chip NFT floors down (2026)

The read

Data window: Jul 10, 09:00 AM to Jul 17, 09:00 AM UTC-05:00. Collection floors, bids, listings, and activity were captured at the Jul 17 cutoff. ETH was checked near the same cutoff.

ETH rose to $1,823.72, up about 1.6% on CoinGecko's rolling seven-day sample. The NFT tape did the opposite: all five tracked collections fell in ETH terms. Azuki's one-day rebound is the only clear short-term repair, but it has not yet reversed the weekly damage. 1

The main change from last week's report is that Pudgy Penguins did not hold its leadership. Its floor fell 7.38% against the Jul 10 snapshot, while its current top bid sits at 97.2% of floor and its 24-hour volume is down 45.2% from the prior issue's 24-hour snapshot. Azuki has the best repair attempt, but the floor remains below the prior 1 ETH area.

Weekly dashboard

The week-over-week absolute moves below compare the current floor with the Jul 10 snapshot in the previous issue. The OpenSea rolling seven-day percentage is shown separately because its exact window is calculated from the marketplace's own analytics view.

Collection	Floor now	Change vs Jul 10 snapshot	OpenSea rolling 7d floor	OpenSea 7d volume / sales	Prior 7d volume change	Listed now / change vs Jul 10
BAYC	8.85 ETH	-0.2976 ETH (-3.25%)	-3.3%	406.79 ETH / 41	Not available	3.4% / +0.1 pp
CryptoPunks	31.98 ETH	-0.46 ETH (-1.42%)	-1.4%	542.42 ETH / 15	Not available	11.1% / flat
Pudgy Penguins	4.2399 ETH	-0.3380 ETH (-7.38%)	-7.4%	191.50 ETH / 43	Not available	2.6% / +0.1 pp
Azuki	0.915 ETH	-0.1058 ETH (-10.36%)	-11.5%	147.93 ETH / 114	Not available	4.6% / -0.2 pp
Doodles	0.4046 ETH	-0.0198 ETH (-4.67%)	-4.7%	39.60 ETH / 82	Not available	2.5% / flat

OpenSea's rendered public analytics exposed the current seven-day totals, but not a comparable prior seven-day aggregate in this run. The prior-period volume percentage is therefore left unreported. Listing percentages are current supply snapshots; OpenSea did not expose weekly additions, cancellations, or sold-listing velocity in the captured view.

Short-term pulse

This is the comparable 24-hour field against the Jul 10 issue snapshot. It is a pulse check, not a substitute for a prior-week seven-day total.

Collection	Current 24h volume	Change vs Jul 10 24h field
BAYC	35.89 ETH	-7.7%
CryptoPunks	97.60 ETH	Not comparable: the prior OpenSea field showed 0.00 ETH despite visible sales
Pudgy Penguins	38.21 ETH	-45.2%
Azuki	34.79 ETH	+23.8%
Doodles	4.99 ETH	-34.3%

Collection notes

BAYC: bid still close, floor still weak

BAYC is at 8.85 ETH with a top offer of 8.60 WETH, or roughly 97.2% of floor. Listed supply rose to 3.4% from 3.3% in the prior issue, while the seven-day tape recorded 406.79 ETH across 41 sales. The bid is close enough to limit immediate air-pocket risk, but the floor still underperformed ETH by a wide margin. 2

The current activity page shows sales at 9.19 ETH and 9.325 ETH within the last day, plus a 13.25 ETH sale one day ago and a 15 ETH sale two days ago. Those premiums show that buyers still pay for selected pieces, but the visible page does not establish a multi-item floor sweep. 12

Read: cautious hold. New entries need a tighter floor and a bid that stays near the 8.60 ETH level; this is not a chase setup.

CryptoPunks: the cleanest premium tape, not a clean breakout

CryptoPunks is at 31.98 ETH, down 1.42% from the Jul 10 snapshot, with 11.1% listed supply and no comparable top bid exposed on the current OpenSea page. The marketplace analytics view shows 542.42 ETH across 15 sales, but visible activity includes a 67.50 ETH sale for Punk #4822 around 16 hours before capture and a 45 ETH sale for Punk #1001 around five days before capture. No buyer wallet identity was rendered, so these are large visible sales, not verified whale or sweep events. 3 13

Read: wait for breadth. The premium prints are constructive, but the floor is still down and the aggregate volume can be distorted by a small number of high-value trades.

Pudgy Penguins: last week's leader loses follow-through

Pudgy is at 4.2399 ETH with a 4.12 WETH top offer, a 97.2% bid-to-floor ratio, and 2.6% listed supply versus 2.5% last week. OpenSea recorded 191.50 ETH across 43 sales for the rolling seven-day view, while the current 24-hour field fell to 38.21 ETH from 69.72 ETH in the prior issue. 4 9

The activity page shows a 4.08 WETH sale seven hours before capture, followed by several sales around 4.16 to 4.24 WETH. That is real floor-level turnover, but the page does not expose a common buyer or quantity pattern that would support calling it a sweep. 14

Read: wait for a reclaim of 4.24 ETH with stronger volume. The prior long-side thesis is invalidated until price and bid depth repair together.

Azuki: best repair attempt, still a retest

Azuki is at 0.915 ETH. The floor is down 0.1058 ETH, or 10.36%, versus the Jul 10 snapshot, even though the current one-day field is up 5.2%. The top offer is 0.87 WETH, about 95.1% of floor, listed supply fell to 4.6% from 4.8%, and the rolling seven-day analytics view shows the highest sales count in the group at 114. 5

The current activity rows include above-floor prints at 2 ETH, 3 ETH, and 4 ETH, but the fetched page did not render usable timestamps for those rows. They are worth monitoring, not enough to label as confirmed events inside this report window. 15

Read: the only actionable repair candidate. Treat 1.0 ETH as a retest level, not a breakout, until the bid stays near 0.95 ETH and supply continues to tighten.

Doodles: thin recovery, weak priority

Doodles is at 0.4046 ETH with a 0.391 WETH top offer, or about 96.6% of floor. Listed supply is flat at 2.5%. The seven-day view shows 39.60 ETH across 82 sales, but current 24-hour volume is only 4.99 ETH, down 34.3% from the prior issue's 7.59 ETH snapshot. 6 11

The visible activity is mostly near-floor trading, with isolated higher prints including 0.56 ETH and 1.26 WETH. The fetched page did not render timestamps for those rows, so they are not treated as confirmed weekly catalysts. 16

Read: risk control first. A sustained reclaim of the 0.42 ETH area with broader volume is needed before fresh entries outrank the other four collections.

Execution map

Azuki: only collection showing both a positive one-day print and lower listed supply. Watch the 1.0 ETH retest; do not pay for a breakout that the bid has not confirmed.
BAYC: the tight 8.60 ETH bid keeps the structure tradable, but the floor is still lagging ETH. Favor patience over chasing premium traits.
CryptoPunks: premium sales are the strongest quality signal, but the 11.1% listed rate and concentrated high-value prints argue for confirmation before adding risk.
Pudgy Penguins: the previous leadership signal has failed its first follow-through test. A reclaim of 4.24 ETH and a healthier 24-hour tape are prerequisites for re-entry.
Doodles: the weakest priority. Keep exposure small until price reclaims the prior recovery band with volume breadth.

This report is OpenSea-only for collection metrics. Blur returned an empty app shell, and the tested Magic Eden Ethereum BAYC page returned a not-found response, so no cross-market arbitrage claim is made. 17 18

OpenSea did not expose weekly unique buyer and seller counts, buyer wallet profiles, or listing additions and cancellations in the captured pages. Those fields are intentionally not inferred from owner counts or anonymous activity rows.

Cover image: AI-generated market-data illustration.

ETH up, blue-chip NFT floors down