All five bids break: Thursday June 4 NFT briefing

ETH printed a new tracking-period intraday low of $1,716.00 on June 3 before closing at $1,783.54 (−1.49% from the June 2 close of $1,810.58). 1 The prior session's two-tier resilience story — BAYC and Pudgy holding bids while Azuki and Doodles cracked — did not survive a second day of macro pressure. Every collection in this briefing dropped its top bid versus the prior session. The session's clearest event: Azuki's 0.75 ETH support broke on multiple confirmed sales, bottoming at 0.73 ETH.

The one macro signal that moved in the other direction: ETF Day 20 (June 3) outflows were −$53.0M, roughly half of Day 19's −$90.2M, with only 2 of 10 funds recording non-zero flows. 2 That deceleration doesn't end the 17-day streak, but the structure of the outflow narrowed sharply.

Quick scan: Thursday June 4 snapshot

Collection	Floor (ETH)	Chg vs prior	Top bid (WETH)	Bid chg	Bid-floor gap	24h vol (ETH)	Vol chg	Listed
CryptoPunks	30.80	−0.6%	—	—	—	122.38	—	10.9%
BAYC	7.7994	−2.4%	7.46	−3.7%	0.3394	123.30	−46.1%	3.3%
Pudgy Penguins	4.07	−0.97%	3.98	−1.0%	0.09	77.93	−45.8%	2.6%
Azuki	0.7547	−0.4%	0.709	−0.28%	0.0457	5.92	−47.9%	4.5%
Doodles	0.4696	−2.0%	0.451	−0.7%	0.0186	7.77	−66.4%	2.4%

CryptoPunks: no public top bid available via OpenSea — OTC-dominated, structural gap. Volume figure of 122.38 ETH reflects likely bug fix on the collection page (prior session displayed 0.00 ETH).

Sources: 3 4 5 6 7

Macro: ETH hits $1,716 intraday, ETF outflow halves to −$53.0M (17th consecutive day)

June 3 Kraken candle: O $1,810.52 / H $1,818.41 / L $1,716.00 / C $1,783.54. 1 The session's VWAP of $1,766.08 sat well below the close, indicating sustained selling with a late recovery rather than a clean trend reversal. Close-to-close decline: −$27.04 (−1.49%) from June 2's $1,810.58.

BTC closed at $64,217.20 (+0.28% from June 2's $64,035.80), its intraday range spanning $61,255.90–$64,686.10. 8 BTC's flat close diverged from ETH's continued decline — the two majors have been tracking closely for most of this period, so the divergence on June 3 is worth noting as a possible ETH-specific selling dynamic rather than a broad-market flush.

ETH ETF Day 20 (June 3) recorded −$53.0M total net outflow — the 17th consecutive outflow day but meaningfully smaller than Day 19's −$90.2M (−41% in magnitude). 2 BlackRock ETHA accounted for −$51.6M (97.4% of the day's outflow), with Fidelity FETH contributing −$1.4M. All other 8 funds posted $0. Day 19 had 5 funds with non-zero flows; Day 20 had 2. The narrowing is a deceleration signal, though the streak is unbroken. Cumulative net position since inception: approximately +$11,216M.

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PENGU (Pudgy Penguins) token dropped to $0.00683 (−5.11% 24h rolling), underperforming both ETH (−4.36%) and BTC (−3.91%) and reversing its relative resilience from the prior session, when it had posted only −1.43%. 9 Market cap: approximately $429M.

farside.co.ukhttps://farside.co.uk/eth/외부 링크

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Azuki: 0.75 ETH support broken — confirmed sales down to 0.73 ETH

This is the session's clearest structural break. Azuki's 0.75 ETH level had been under pressure for two sessions; on June 3/4, multiple confirmed sub-0.75 sales cleared the threshold on both the upside and the downside.

Activity feed confirms at least 6 sub-0.75 prints: 10

#8652 at 0.73 ETH (rarity #9,887) — lowest confirmed sale in this tracking period
#4158 at 0.74 ETH
#6505 at 0.747 ETH (rarity #5,214)
Three additional prints at 0.7361, 0.746, and 0.749 ETH

The collection page still displays a floor of 0.7547 ETH — the lowest listed item is Azuki #7430 at that price. 6 The disconnect between the listed floor (0.7547) and the actual clearing prices (0.73–0.749) is meaningful: sellers are accepting bids well below the ask rather than waiting for listed-price buyers. The top bid sits at 0.709 WETH (down from 0.711 WETH, −0.28%), with bid activity observed as low as 0.701 WETH in the activity feed. 10

24h volume collapsed to 5.92 ETH (from 11.36 ETH, −47.9%). The listing rate edged down to 4.5% from 4.7% — a small number of holders pulled listings rather than lowering their asks, but the bid side is clearly the pressure point. With the bid at 0.709 WETH and confirmed prints at 0.73, the distance between bid and the next natural support (0.70 ETH round number) is 0.009 ETH.

opensea.iohttps://opensea.io/collection/azuki/activity외부 링크

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BAYC: floor breaks below 8.00 ETH, bid erodes to 7.46 WETH

The 8.00 ETH psychological level held through three prior sessions of macro pressure. It did not hold through June 3. BAYC floor fell to 7.7994 ETH (−0.1950 ETH, −2.4% from 7.9944 ETH). 3 The top bid dropped to 7.46 WETH from 7.75 WETH (−0.29 WETH, −3.7%) — bid eroded faster than the floor. The bid-floor gap widened from 0.2444 ETH to 0.3394 ETH (+38.9%).

Volume fell to 123.30 ETH (−46.1% from 228.65 ETH), more than halving in a single session. 3 The listing rate held flat at 3.3%, consistent with the prior session — no new supply is rushing into the ask, but existing demand weakened.

Notable activity: 0b1w0nk3n0b1, who switched from seller to buyer in the prior session, continued accumulating — buying BAYC #8695 (rarity #4,950) from MachiBigBrother at 8.75 WETH, above both the current floor and the prior-session price of 7.85 ETH at which this wallet bought. 11 MLTrust worked both sides: sold #2297 at 8.55 ETH to BAVI_BULL_, then bought #4372 at 8.45 ETH from Tritonwarmer. MachiBigBrother appeared on the sell side in three transactions. Sub-floor activity: #4140 sold at 7.70 WETH to Check_my-bio, below the current 7.7994 ETH floor. 11

The 0xa6b82569 wallet — which swept 9 BAYC at 8.10 ETH in a prior session — did not appear in this window's activity feed. Whether that represents a pause or the position is now fully sized is not determinable from feed data alone.

opensea.iohttps://opensea.io/collection/boredapeyachtclub/activity외부 링크

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Pudgy Penguins: 4.00 WETH bid defense fails, floor at 4.07 ETH

The 4.00 WETH bid level that held through ETH's −7.32% crash on June 2 did not survive the follow-through. The top bid dropped to 3.98 WETH from 4.02 WETH (−0.04 WETH, −1.0%), falling below the 4.00 support for the first time since this tracking period began. 5 Floor declined to 4.07 ETH (−0.0399 ETH, −0.97%).

Critically, no sub-4.00 ETH actual sale has been confirmed in the activity feed — the lowest observed print was around 4.05 ETH. 12 The bid breaking 4.00 is a warning, not a confirmed floor breach. Volume dropped to 77.93 ETH (−45.8% from 143.73 ETH), which removes last session's standout volume signal entirely. The bid-floor gap holds at 0.09 ETH — unchanged from prior session, meaning convergence has simply stalled rather than reversed. Listing rate stable at 2.6%, the lowest in the cohort — no supply surge.

The PENGU token's drop to $0.00683 (−5.11%) likely weighed on sentiment here; in the prior session, PENGU's relative outperformance at −1.43% was read as ecosystem support. That reading no longer holds.

CryptoPunks: sub-floor deepens to 30.10 ETH — new tracking-period low

CryptoPunk #2480 (rarity #5,129) sold for 30.10 ETH — the lowest sub-floor print recorded in this tracking period. 13 The sub-floor range widened from last session's 30.39–30.49 ETH to 30.10–30.78 ETH across approximately 5 confirmed sub-floor trades. Sub-floor activity has now appeared in 4 of the last 5 sessions. Floor: 30.80 ETH (−0.19 ETH, −0.6% from 30.99 ETH). 4

Premium sales persisted alongside the sub-floor activity: two prints above 50 ETH were recorded at 55 ETH and 78 ETH, confirming the bifurcation pattern where rare Punks continue to trade at meaningful premiums while floor-adjacent supply clears below the listed floor. 13

Volume came in at 122.38 ETH — materially higher than the prior session's figure, though the prior session's number (displayed as 0.00 ETH on the collection page) is likely a data bug that has since been resolved. 4 The listing rate ticked down slightly to 10.9% from 11.0%, and no top bid is visible through OpenSea — consistent with prior sessions for this collection.

Doodles: volume collapses 66.4%, Nepinhoss absent

Floor fell to 0.4696 ETH (−0.0096 ETH, −2.0% from 0.4792 ETH). 7 Top bid edged down to 0.451 WETH from 0.454 WETH (−0.003 WETH, −0.7%). The bid erosion rate slowed significantly — prior session saw −1.5% on the bid — but the direction remains negative.

Sub-bid sales continued: #5369 cleared at 0.449 WETH (B888B → 5da05d), the lowest confirmed Doodles print this session. 14 Buyer 5da05d followed up by acquiring #8420 at 0.451 WETH — two pieces totaling approximately 0.90 ETH. #7470 traded at 0.451 ETH (0x0fd2b → Andreas-9dcc), at the bid level.

The significant absence: Nepinhoss, who absorbed 9+ Doodles in the prior session, did not appear in the activity feed. Volume collapsed to 7.77 ETH (−66.4% from 23.13 ETH). 7 Prior session's volume was itself explained largely by a single buyer; remove that buyer, and the underlying liquidity was already thin. The bid-floor gap narrowed to 0.0186 ETH from 0.0252 ETH, but the narrowing reflects the floor falling faster than the bid — not any bid recovery.

Data sourced from OpenSea collection pages and activity feeds 3 7, Kraken daily OHLC 1 8, CoinGecko price feeds 9, and Farside Investors ETF flow table 2. Cross-marketplace data (Blur, Magic Eden) unavailable this session. Floor data sourced from OpenSea aggregated listings pages — actual clearing prices may diverge from listed floor as observed in Azuki (floor 0.7547 vs confirmed sales at 0.73 ETH).

All five bids break: Thursday June 4 NFT briefing

Quick scan: Thursday June 4 snapshot

Macro: ETH hits $1,716 intraday, ETF outflow halves to −$53.0M (17th consecutive day)

Azuki: 0.75 ETH support broken — confirmed sales down to 0.73 ETH

BAYC: floor breaks below 8.00 ETH, bid erodes to 7.46 WETH

Pudgy Penguins: 4.00 WETH bid defense fails, floor at 4.07 ETH

CryptoPunks: sub-floor deepens to 30.10 ETH — new tracking-period low

Doodles: volume collapses 66.4%, Nepinhoss absent

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