toot

Intelligent Speculation || || @AbstractChain

[toot @JManquo]

Pudgy Penguins and @IglooInc acquiring OPENSEA!?!?

Major hints (see pics)

1. @LucaNetz saying that he wants to acquire OS 💰💰
2. "Calm before the storm" - boats... Opensea Logo is a white sailboat ⛵️
3. OS's pinned post from Nov 5? Looks like an igloo boat on the water! 🐧❄️

[IXS @IxsFinance]

In 2013, people laughed at buying Bitcoin for $100.

In 2017, they laughed at $5,000.

In 2020, they laughed at corporate treasuries holding BTC.

Nobody's laughing now. Strategy holds 818,000 BTC. Over 161 public companies have Bitcoin on their balance sheets. Collectively they hold over 1 million BTC.

But here's what they will laugh at next: earning yield on that Bitcoin.

"Why would you put your BTC to work? Just hold it."

The same argument people made against putting cash in money markets 40 years ago.

Right now, over 1 million BTC sits in corporate treasuries, generating exactly zero yield.

At current prices, that's roughly $80B+ earning nothing while T-bills pay 4-5%.

The CFOs who figure out compliant, non-custodial BTC yield first won't just outperform. They'll make everyone else look negligent.

Five years from now, someone will post: "Remember when people thought holding BTC with no yield strategy was acceptable treasury management?"

And it'll get the same reaction as "remember when people thought $100 BTC was expensive."

BTC Real Yield isn't a nice-to-have anymore. It's becoming a fiduciary obligation.

We built it. It's live. 4-10% APY. Compliant. Non-DeFi.

The early movers won't be laughed at.

They'll be studied.

[CB @marwolwarl]

This is the tier $IXS is in.

This isnt 3 degens in a bedroom building an 'RWA marketplace' that will be gone in 6 months. This is the real deal. Working with billion dollar companies. The result of years of work by industry experts.

This will be a multi billion dollar MC project

[블록체인서울 @Blockchainseoul]

New Penguin in the Huddle! 🐧🇰🇷

We’re excited to announce that Blockchain Seoul is now a @pudgypenguins holder! We can't wait to participate in the vision and grow with this incredible community.

Give us a warm welcome, Pudgy fam! 🧊✨

#PudgyPenguins #BlockchainSeoul #Crypto #PUDGYCOIN #PENGUCOIN #PENGU

[cuteinvestments🐧 @Artheistic]

Number of @pudgypenguins loans on blur is under 300.
Down from 600 in September. Repay your penguins or move from blur to @gondixyz

[Solana @solana]

Everybody loves Pengu

[WallStreetBets @wallstreetbets]

2k likes and we full send $PENGU back turbo 🐧

[Chef @chefgoyardi]

The State of Value.

A deep research project we've been working on for almost two years.

Looking forward to releasing this soon.

[WallStreetBets @wallstreetbets]

omg mom my internet penguins are in DC

from jpeg to congress 🐧

[toot @JManquo]

Everyone’s watching the majors...

But Pudgy Penguins have been front-running every move 👀

Take a look and decide for yourself - Pudgy's are full sending in the coming weeks 🐧📈

Like/repost and I'll show u the even more interesting relationship from Jul25-now

@pudgypenguins

[toot @JManquo]

@DohkoNFT https://t.co/fcpgRNQQcw

[toot @JManquo]

Everyone’s watching the majors...

But Pudgy Penguins have been front-running every move 👀

Take a look and decide for yourself - Pudgy's are full sending in the coming weeks 🐧📈

Like/repost and I'll show u the even more interesting relationship from Jul25-now

@pudgypenguins

[toot @JManquo]

Everyone’s watching the majors...

But Pudgy Penguins have been front-running every move 👀

Take a look and decide for yourself - Pudgy's are full sending in the coming weeks 🐧📈

Like/repost and I'll show u the even more interesting relationship from Jul25-now

@pudgypenguins

[toot @JManquo]

@BTCBlueWhale BULL

[toot @JManquo]

@betty_nft Aussie aussie aussie

[toot @JManquo]

$PENGU is back in the top 100 coins by MarketCap on Coingecko.

Smashing $BONK in 3..2..1...

[toot @JManquo]

https://t.co/1uol0jNLrf

[toot @JManquo]

- Tight accumulation / compression
- Sellside liquidity swept
- Low resistance liquidity on the upside
- Downtrend broken

... probably nothing huh?

$PENGU #PudgyPenguins

[toot @JManquo]

- Tight accumulation / compression
- Sellside liquidity swept
- Low resistance liquidity on the upside
- Downtrend broken

... probably nothing huh?

$PENGU #PudgyPenguins

[toot @JManquo]

Just a reminder that global liquidity flowed into Pudgy Penguins and blue-chip NFT's first in the last 2024-2025 run.

Fact check me if you want and get claude to overlay BTC & ETH charts against PP NFT price

@pudgypenguins $PENGU #LilPudgy @AbstractChain @Abstract_Eco

[Berko 燕麦 Pengumaxxing @Berko_Crypto]

Chad NFT Collector vs Virgin DeFi User

[toot @JManquo]

@Hedgeguin Can't send a DM to you. Would love to have a chat

[toot @JManquo]

@lokithebird

[toot @JManquo]

Web2 metrics do not respresent how web3 feels

Flow on effect from web2->web3 are based on assumptions and so far onchain metrics and KPI's simply do not show a great conversion rate that web2 is doing much for web3.

Pudgy should lead, disrupt and innovate how web3 returns value

[SteveG. @SteveG60117]

I really dislike the idea that focusing on “web2” is somehow bad for NFT holders.

Having an IP that succeeds beyond our niche and reaches a mainstream audience is nothing but good for the long term. That success creates more opportunities to reward and include the core community. More revenue. More leverage. More ways to do things for holders that matter.

Now if that’s ALL a team is doing and web3 community are mostly forgotten, I get the concern and agree. Every team deals with this balance to some extent. What matters long term is genuine alignment between the team and community, and figuring out what that looks like for you.

It should not look exactly the same for every brand or what’s the point.