SHY

Tomorrow: gonna drop a writeup on how its gonna work.

Luca Netz Pudgy builds real value unlike Doge “Doge is worth $40 billion, $30 billion, but this, this is creating something that Doge doesn't have, which is, I'm getting more views on social every day than Doge is getting, I'm selling more products than Doge is getting, I have more games and products that people love and enjoy than Doge ” “And eventually Elon and the people of power that like move and create those Doge moments will come and appreciate and love this, that will then bolster this in ways I think a token has never seen that recipe in crypto before ” “So if I make a breakthrough TV show or a movie that Elon's kids are loving and Elon comes and becomes a Pudgy Penguin maxi, even better, or Warren Buffett or Jeff Bezos or BlackRock or the big hedge funds ” “You're building real value in comparison to the token, where as Doge's value is if Elon tweets or not. ”

10am on a Monday... ✅ new animated shorts approved ✅ new art post approved ✅ new gifs added to the pipeline ✅ new call set up on next activation flow ✅ next activation artwork/design complete and signed off ✅ Discord ping looking for new team additions in pipeline Not bad at all. Now off to get Bella her stitches out as shes healing up nicely too! Happy Monday everyone! New week, lets get it 🔥

After owning a $160,000 skeleton AP N3on is still FULLY backing the Swatch x AP collab — says EVERYONE deserves one and predicts 30% PROFIT on resale 😤🔥 "I'm gonna be real... this is kind of fire." "Not everyone can get a AP." "I hate this classism. Now everyone got an AP, look at my $400 AP!" "Buy a bunch and resell it, at least a 30% profit."

the Swatch x AP collab drops on May 16 yes, i’m prepared to be camped out here 5 days early. is it a bit excessive? probably but i will not be denied my AP

every unemployed guy with a group chat of equally unemployed friends swatch x ap "royal pop" drops saturday may 16 and this is the easiest 4-figure week you'll have all year if you're willing to do something that resembles work for 14 hours. let me lay out exactly what i'll do retail confirmed $300–500 range based on moonswatch ($260) and blancpain scuba ($400) precedent. in-store only, no online sales. swatch is officially limiting it to 1 piece per person per store per day, not 2. so your hustle is per-warm-body, not per-pair historical resale data on the predecessors - moonswatch launched march 2022 at $260. stockx avg trade $900 (250% over retail), peak Tiffany blue Uranus $1,040 avg, individual eBay listings hit $2,400 / 12x retail. ~2,000 trades in first 6 days - blancpain scuba launched sept 2023 at $400. chrono24 current asks $600–995 across colorways, two years post-launch. launch week premiums were 2–3x - snoopy moonphase $430 retail, 2024 - guy in singapore waited 15 hours, watch immediately traded $1,200+ royal pop is the biggest of the three by a country mile. AP has never done downward extension, ever. entry RO is $60k AUD. this is the first time swatch has used a brand they don't own. the cultural moment is bigger than moonswatch and the supply will be tighter because AP cares about brand dilution. realistic launch-day flip: $1,200–1,800 per piece on a $400 retail. that's $800–1,400 profit per warm body you put in line. you bring 3 friends, you clear $3k+ in a saturday. you bring 5, count urself not all stores are equal. swatch lists US POS: SoHo, Times Square NY, Aventura, Miami Beach, Orlando, Tampa, Atlanta, Charlotte, Nashville, Dallas, Houston, Austin, Denver, Las Vegas, Honolulu, King of Prussia, Garden City, Troy MI, Oak Brook IL, Canoga Park, Santa Clara. UK has 13 confirmed stores. global rollout is simultaneous saturday morning - avoid: SoHo, Times Square, Carnaby Street London, Ginza, Orchard Singapore. these are the moonswatch ground zero stores. snoopy line was 150 deep at 7am at ion orchard, people camped from 7pm previous day. carnaby had 5,000 people for moonswatch launch. you will not get a watch unless you're sleeping on the pavement thursday night - target: secondary US cities Oak Brook IL, Troy MI, King of Prussia PA, Garden City NY, Canoga Park, Honolulu, Charlotte, Nashville. same allocation as flagship stores in most cases, 5–10x less line pressure. dude in the fratello article literally walked into Salzburg with no line and bought any model he wanted while doha was a war zone. apply same logic - mall stores > street stores this is exactly the pirate black yeezy 350 dynamic from 2015. bugis+ in singapore: 1,058 people in line for 52 pairs, ballot system, $329 retail, immediate 3–5x flip. vancouver granville street 2019, dudes camping from noon thursday for friday morning drop. the tactics that worked then work now: - 1 watch per person per day is the rule. so you bring people. cousin, gf, gf's roommate, your buddy who owes you money. each warm body = +1 allocation. industry standard kickback is $100–200 cash same-day for them just to stand. that's a 90% margin you keep - the store rotation. rule is per-store per-day. drive between 2 mall stores 20 min apart, same person can buy at both. nobody enforces a national database. the AP collab will probably tighten this with wristbands or ID logging at flagships, but at troy MI nobody's running a database - the line audit. show up to your target store thursday at noon. count heads, photograph the line, do the math. if there's 80 people for what you estimate is 40 allocation, you're cooked, drive to your B-tier backup. don't waste sunrise on a dead store - the early-batch tail. swatch said sealed boxes are already being shipped to stores. some boutiques will get boxes opened tuesday/wednesday for staff display setup. they don't sell early but staff talks. walk in wednesday afternoon, ask politely how many they expect, what time staff arrives saturday. you'll get answers - the ssense/stockx hedge. list your watch on chrono24 / stockx / eBay literally the moment you walk out of the store at 11am saturday. the entire premium window is the first 72 hours. moonswatch hit peak resale day 3 and was halved by month 3. blancpain scuba premium decayed slower because mechanical movement + lower units. royal pop has both factors so the window is wider, but the parabolic peak is still 48–72 hours. don't be greedy past wednesday - the consignment dropout. if you can't queue, walk the line at 7am with cash. offer the 40th-in-line guy $300 cash on top of retail to swap places. people in lines that long start doing the math and some will take it. learned this from supreme drops, transfers cleanly to watches

I am delighted to finally reveal our roadmap. I trust you'll find this diagram explains everything easily, plausibly, with absolutely no mistakes, and definitely no made up words or spelling errors.

If you had told me when we were minting Fugz, that in under a year we would feature on a launch day campaign for @MetaMask, alongside legends in the space like @pudgypenguins and @Claynosaurz... Id have probably just laughed tbh. But here we are... with the help of @themiracle_io powering the campaign, and shoutout to @DWebbs1 for the link up too ❤️ I claimed my Penguin SBTs, I got myself a clayno box, and the Fugz proliferation continues. There is another activation to come from us yet, and its a really fun one for the collectors 👀 Exciting stuff ahead. 🏕️

Introducing the MetaMask x Pudgy Penguins Soulbound Token series. These commemorative SBTs celebrate the Huddle, all crypto communities and our friends using @MetaMask wallet. More information and how to claim below.

Introducing the MetaFugz SBT 🏕️🦊 To celebrate the @MetaMask mobile upgrade, you are able to claim the MetaFugz SBT via MetaMask mobile app. More info on how to claim below 👇

【 cute sappy seal cursors 】 animated & static for desktop + browser install guide and download @ sappy.lol/cursor

Over the years, we’ve made a lot of changes to the brand, the logo, the characters, the art style, and everything in between, but never really formalised any of it until now. That was because I was never fully 100% happy with what Sappy was at any given moment; there was a massive divergence between what Sappy was, and what *I* knew Sappy could be, and commiting to those earlier versions felt extremely premature. Ossifying these things didn't feel like the correct thing to do, especially when I knew deep down that they would have to be aggressively scrubbed away or retconned (which gets really hard to do once a brand starts to genuinely penetrate and build momentum). There was also a divergence between what Sappy started as, what other people wanted it to become, and what I wanted it to be. Early on, I did see Sappy as more of an art project than a traditional "brand", which is why I leaned so heavily into memetics at a time when practically nobody else was doing it, and why I treated the character more like something alive and culturally reactive--much closer to how people think about memecoins nowadays and not too dissimilar to performance art. I also hated the word “brand” and the corporate aura it brought to the community & surrounding subculture. Being honest, I still think there’s something correct in that instinct. NFTs derive most of their speculative value (aside from the occasional airdrop narrative) from the community and the interconnected social clusters around them, not from “IP growth” in the classical sense. At the same time, it felt like there was enormous pressure (especially in comparison with other PFP projects) from speculators to turn the Thing into something bigger and larger scale than it is right now, because in startup [& crypto] culture, growth is treated as the ultimate metric, and it was applied directly to NFTs despite mostly being antithetical to the IP business. Internally I wanted to avoid this, slow down and take time to figure out what the brand should be, which sounds like total crazy talk in the crypto world because there's a lot of pressure (rightfully so) to grow grow grow, at all costs. We still did it of course, because I'm way too competitive of a person not to, but I think it was very evident from the outside that my heart really wasn't in it (at that point in time, chasing those specific reasons). My dopamine receptors might be fried, but I still find directing/creating a meme that people genuinely find funny more rewarding than watching a random reel of ours get 40M views or having billions of GIPHY views or whatever other metric sounds good to say out loud. What makes this all so strange is that NFTs are hyperspeculative assets that need constant cultural fuel to keep the surrounding network expanding faster than the floor price alone would justify. That model is in many ways at odds with how truly loved brands are formed. Real brands are much more malleable, they take time, they evolve; they’re not meant to be frozen in place on day one, and they're not meant to be subject to a quorum when more drastic changes that disturb the status quo are made. Some of the most adored brands globally took years, or even decades for the artist/creatives to actually hone in on their essence that was then expanded upon and delivered to the world. And I think to some degree, crypto and NFTs create such insane mental dissonance for builders. They train you to focus on things that aren’t actually important, usually through confirmation bias or false signals--of course it would; when you look around and see some random builder making some logically illogical absurd Thing that somehow (unsustainably) prints tens of millions overnight, it becomes very easy to convince yourself that the weird Thing is the thing that works. That's the thing that finally cracked the crypto formula, that's the model that works, that's what with a little iteration could lead to the golden goose that every retail investor, VC investor, and every crypto founder has been chasing since the first smart contract was created. It's somewhat embarassing to admit, but I spent years of my life believing that "tokenomics" was a real thing or that /if you just tweaked [insert random weird crypto-native variable] just slightly enough it could work/. It's different now that most of the speculative juice has left the industry and everything has deflated, clarity is much more abundant now. Another embarassing thing to admit is that a lot of the things we are doing for Sappy now are things I would have done years ago...if the brand was founded outside of crypto, and if I listened to my gut earlier. There really is no excuse for that, other than psyopping myself into believing that there was some special "model that can work for NFTs", or that building a crypto-founded character had to take a non-traditional route, or that what peers were (also) currently doing was the correct way to build, and not just appeasing a shrinking echochamber whilst playing the ponzi token fugazzi game. I wish I could have learned these things a little faster, but I also did start out as a tech bro undergrad that knew next to nothing about brands or art or IP outside of random video games I grinded. I didn't participate in consumer culture or fashion or anything similar at all, I knew next to nothing about business outside of briefly being into crypto/blockchains, and was purely operating off of my gut feelings and what seemed correct to me. Arguably that gut instinct was pretty precise, but the inexperience & uncomfortability is what led to not being able to pull the trigger on certain things or execute in the sharpest way possible. In truth, there is no other way it could have gone because most of those things had to be experienced and there is no real way for it to be crash coursed. This post was supposed to be a two-liner about how I'm redoing the brand properly from the ground up, with unique aesthetics, a cohesive universe with real character development, comics, longer form content (thanks to AI), sharpening every touchpoint, creating proper funnels to guide normies to our products and become buyers/users, but it ended up becoming this long-winded explainer of how we even got here in the first place. Which is a little poetic, because the path to the end is never straightforward. [Also sorry to rug you but this logo isn't actually a final logo I just like many aspects of it and what it represents]

Yes, I love that Luca is taking the first step to unite NFT leaders & get them together in solving NFT’s biggest problems… But I’m not gonna act that he wasn’t out here saying that he’ll “mop” every memecoin & NFT that we’re betting that’s gonna be better than them last year 😅

Great to see new GLHFers on the timeline. Such handsome PFPs. It's been a while so let's do the thing: If you're a @GLHFers / @playgigaverse ROM holder and I'm not following you yet, lmk and let's resolve that.

I spend my down time making aesthetic branded graphs to visualise progress and play with theoretic design guidelines. Lord help me. At least Giphy metrics look pretty 😂 Kinda cool seeing how organic progress compounds.

Pickleball afternoon with Pudgy Canada 🇨🇦 📅 Saturday, May 2 ⏰ 3:30 PM – 6:00 PM 📍 IPOP, Burnaby BC All levels welcome! You must register on the official link + complete your waiver (online or in person) Spots are limited, Need help? Reach out! luma.com/vuyebtbo

🚨 INSTEAD OF WATCHING NETFLIX TONIGHT. Spend 1 hour with this. Obsidian + Claude Code = 24/7 personal operating system. Works while you sleep. The people who build this tonight will never work the same way again. Watch it and Bookmark it now.

Fugz has been slowly creeping up since they bridged over to Mainnet They also just hit 1 billion views on socials. One of the strongest communities in web3 imo. Not surprised by the results here and I know Yot is someone I feel comfortable betting on. I didn’t tag him cause it would boost his ego. But @FugzOfficial good

Pickleball afternoon with Pudgy Canada 🇨🇦 May 2 @ IPOP Burnaby All levels welcome, beginner, intermediate, or absolute killer on the court. Just send us a quick message and we’ll add you to the roster. Let’s play!

If NFTs are inevitable. Fugz is one of them 🏕️