Daily Market RecapMonday, September 28, 2026

Gary Vee Spent the Night Gifting VeeFriends to Exploit Victims — Some Flipped Them by Morning

Gary Vee spent last night personally sending 1-of-1 VeeFriends to people hurt by the marketplace exploit and to the engineer who rescued their NFTs, then publicly showed disappointment when a handful of recipients resold the gifts right away. The rescue itself keeps paying off: the whitehat says 35% of the drained assets have already made it back to their owners. Elsewhere, the rarest Mad Lad in the collection sold for nearly 27 times its floor, while the broader NFT30 index held roughly flat on the day.

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Listen — narrated by Alex

~90 sec

NFT30: A Billionaire's Gift Spree and a Market on Its Own Track

Gary Vee spent the night gifting VeeFriends to exploit victims and watching some flip them, while Bored Apes climbed and the rarest Mad Lad sold near 27x floor 👇

Gary Vee's VeeFriends Turn Into Real Gifts — And a Few Instant Flips

He sent 1-of-1s to the engineer who rescued the exploit's stolen NFTs and to holders who lost everything, then publicly noted his disappointment when some recipients resold the gifts the same night.

35% of the Exploit's Stolen NFTs Are Already Back Home

The whitehat who pulled 23,155 NFTs out of the marketplace exploit says over a third have already been returned to their rightful owners, three days after the rescue.

The Rarest Mad Lad Sells at 26.7x Floor

Rank #1 carrying the GRAIL-tier King trait sold for 258.9 SOL — about $31,596, nearly 27 times the floor.

A Trippy Bored Ape Sells at 2.7x Floor

Rank #1185 carrying the MYTHIC-tier Trippy trait sold for 17 ETH — about $45,722, nearly 3 times the floor.

A '1971' Quotrons GRAIL Sells at 2.2x Floor

Rank #52 carrying the GRAIL-tier 1971 trait sold for 3.51 ETH — about $9,443, over 2 times the floor.

Bored Apes Climb While Doodles Slides

Bored Ape Yacht Club's floor is up 7.8% today, while Doodles pulled back 13.8% — the sharpest move on the board in either direction.

Cryptoadz and Cool Cats Split the Difference

Cryptoadz climbed 5.7% today while Cool Cats slipped 3.3% — a quieter, more mixed picture than the rest of the board.

A 5-Star Ethereum Offer Leads Fresh Listings

A 5-star ETH listing at 7.369 landed alongside a 4-star 50 SOL offer and a 4-star 4.9 ETH piece, all within the last several hours.

The numbers

NFT30 index: 50.31 (24h -0.73%) · 7d +1.06%
Mad Lads #8420 sold for 258.9 SOL (~31596 USD) — 26.7× floor
#820 sold for 17 ETH (~45722 USD) — 2.7× floor
QUOTRON #3710 sold for 3.51 ETH (~9443 USD) — 2.2× floor
#710 sold for 2.07 ETH (~5567 USD) — 2.4× floor
Bean #540 sold for 1 ETH (~2708 USD) — 26.0× floor

📜 Transcript

ALEX: Five days after the biggest CryptoPunks sweep in months, the floor hasn't moved an inch. Not up. Not down. It's just sitting there.

ALEX: And that's the interesting part. Here's why.

ALEX: Rewind to September twenty-second. Somebody starts buying punks off the floor, twenty of them in seven hours, and the floor jumps before lunch.

ALEX: By the next day it's sixty-three punks for about six million dollars in two days. That's more than five times what the whole collection traded the entire week before.

ALEX: On the twenty-fourth we got a better picture of the buyer. It was a token treasury, sweeping the floor from about twenty-nine ETH to thirty-four.

ALEX: Now, you're thinking: sure, but that's just ETH going up. No. ETH actually slipped a little that week. This was the punks moving, not the coin under them.

ALEX: So who was buying the expensive ones? This is where it gets less tidy.

ALEX: The biggest clean sale of the week was a top hundred punk by rarity. It went for about two hundred and forty-five thousand dollars, almost three times floor.

ALEX: The buyer is a wallet we grade D.

ALEX: Quick one on that. The platform grades every wallet by the history we can actually track, from A, meaning an elite collector with a deep record, down to E, meaning barely anything on file.

ALEX: So a D is a light record. It doesn't mean a small wallet. It means a quiet one, at least in what we can see. That buyer holds four punks now.

ALEX: The next few big buyers were even lighter, mostly E grades. And here's the part that matters: two of them don't hold the punk they bought anymore.

ALEX: One of those was a completely ordinary punk by rarity, bought at nearly twice floor and already gone again.

ALEX: So the sweep pulled the floor up, and some of the people who bought right behind it moved on quickly. The floor stayed up anyway. Three flat days after a run like that tells you something about who's holding.

And if you're wondering where the real money in punks sits, it's the traits. An Alien trades at about sixty-five times floor. Only nine of them exist.

Written automatically from on-chain data · Not financial advicePowered by Provenance ↗