Welcome to @NucleusCodes
it’s a growth engine based on Reputation, it’s a new way to promote projects with creators who have actually held and traded NFTs, memes, or just crypto in general.
Less grinding.
Less referral spam.
on chain history + social signal = your score.
NFT traders and holders rise on leaderboards
OGs have an advantage here, if you have a voice, plus good on chain history then You have an advantage.
Looks like @moonbirds is taking a little dip. This is a really good brand. Fully onchain.
I’ll be watching this closely. At its lowest time, it was about 50% cheaper than this, but that was before all the good stuff that it has going for it now.
There's been so much IRL stuff happening across IP brand communities lately
From Canada to Miami to Europe to Malaysia, @pudgypenguins has been showing up at IRL events these past couple weeks:
> Pudgy Canada hit pickleball with the Vancouver Apes in BC
> Pudgy x OpenSea threw a private aquarium tour at Consensus Miami
> Pudgy Europe opened ETH Milano at the Openguin Party
> Pudgy Malaysia joined @renaissxyz's Pizza Day in KL for a packed huddle with food and TCG cards
And we're not the only ones. @BoredApeYC had global meetups in Mexico, Milan and Vancouver. Pop Mart pulled queues down Charing Cross Road when they opened their biggest London store yet in April
The data backs it up too
@Eventbrite's report this year had
> 79% of 18 to 35 year olds saying they plan to attend more events than last year
> 74% of Gen Z said in-person matters more than digital
> Nearly 9 in 10 want events that connect them to their local community
The IP money side is feeling it too
> Licensing International put global character licensing at ~$161.8B for 2025, up 8% and the biggest slice of the $389.8B total licensing industry
> Pop Mart hit ~$5.4B in revenue last year, up 185%, with Labubu pulling 38% of that off pop-ups and plush queues globally
> Licensed toys hit ~$46.4B globally last year, with almost 40% of European adults saying they bought toys for themselves
That's the kidult thing the industry tracks as its own category now
Honestly the more I see, the more it feels like 2026 is going to be the year IP brands get defined by who can actually pull people into the same room
You can already feel it forming this year:
> Manchester City collab tease
> First Pudgy comic books debut at San Diego Comic-Con in July
> NHL Winter Classic kicked off the year with Pudgy as their official partner
> Schleich added Pudgy figurines to their lineup right next to Smurfs and Harry Potter
> Pengu emojis crossed 700K downloads
The energy this year is in store lines n clubhouses way more than on any chart 💙
What if 4 years cycle is true because 90% of crypto investors have ADHD so they are comfortably HODLing for 4 years without stressing in hyperfocus. But once deadline is coming they struggle to sell since they don’t know the exact month, exact top. So once they see everything going down and it correlates with 4 years without stressing thesis, they start to sell and sell and sell. So 4 years cycle is not real. ADHD cycle is. We must onboard more people to dilute ADHD people to break 4 year cycle thesis. I’m considering myself ADHD person but I’ve self-diagnosed so maybe I’m not. Thoughts?
My travels are coming to an end. Been a much needed reset but we’re back in action later today.
All @shillz_official support tickets will be handled.
Lots of things coming this week.
And huge s/o to @simulate for helping out with support while I was away