🔥 BIRBS: SPENCER @moonbirds AMA KOREA RECAP ALPHA!!! 🔥
QUICK ALPHA/LEAKS!!
- Spencer isn’t traveling because he’s “locked in” in NYC preparing the token launch. That’s the most direct TGE tell all call.
- “BIRB token launch in Q1” reaffirmed. But he framed it as: not just big for NFTs “ONE OF THE BIGGEST TOKEN LAUNCHES. PERIOD!!”
- He teased “twists and turns” around the token launch + after launch.
- “Get really excited to play BIRB Game One!!” He wouldn’t detail it, but he went out of his way to say it anyway. Positioned as post-TGE excitement, not a “launch and disappear” moment.
⚪️ Spencer’s core thesis:
“Tech doesn’t matter anymore. Distribution does.”
The play isn’t “cool new chain.” It’s IP + shelves + mainstream reach.
Birb as the memetic front, with a real company behind it (his “duality” framing).
⚪️ Real numbers:
Orange Cap Games: ~$8M revenue last year
~$6M from Vibes TCG (Pudgy/Nyan Cat era)
Moonbirds: ~$2M revenue
~$1.7M from blind boxes (in 24 hours)
rest from Telegram stickers (lol but real) SBT
⚪️ Why he keeps talking collectibles:
He’s basically saying: revenue model matters.
He dunked on crypto companies living off fees/liquidations and said OCG revenue is aligned with ecosystem growth (sell products → grow eyeballs → grow IP → grow token demand). SBT
⚪️ “We’re not playing small”
2026 target: $20M revenue
He compared it to being on pace with Pop Mart ~2 years before IPO (that was a very intentional flex!!).
⚪️ Korea focus (this part is big)
He called Korea strategic, and said their first Asia event post-acquisition being Korea was not an accident.
Teased Korea-exclusive collectibles later this year.
Name-dropped working with Korean celebs (Jessi + Jay Park) as part of a broader culture play, not just “crypto marketing.” SBT
Best quote: “Win Web2 culture first. Web3 benefits after. Not the other way around.”
I think it was a very Birbish AMA with lots of interesting news!!
@moonbirds BIRBISH!!! 🔥🔥🔥
We are WITH you! 🔥
While the rest of the world slept, Spencer & the team engaged with one of the most vibrant crypto and gaming communities on the planet.
Korea isn't just another market; it's a beacon for adoption and cutting edge culture.
To @spencer & the entire @moonbirds team: You have our full support.
Bring the Birbish energy to the world!
Stay Birbish 🔥
"the goal is to be one of the largest token launches period" - @spencer
If you missed the AMA, this is the most exciting part
And a small alpha leak - BIRB Game One
@moonbirds