Attention is the alpha. Web2 or Web3, engagement drives discovery. The more eyes on a project, the more chances it has to pull new people into the funnel. I wanted to zoom in on the native Web3 audience, so I compared the X activity of a few projects I admire: BAYC🍌, Pudgy Penguins🐧, and Moonbirds🦉 The numbers tell an interesting story. Notice anything? 👀

WEDNESDAY 🐧 This week on Down to Huddle, we're joined by @pudgypartners, Head of Partnerships at @pudgypenguins Got a question for Steve? Drop it below 👇 Set those reminders. You won't want to miss this one 👀

Jumped into @danthelostboy and @ST_McFly Chillin Tuesday space and came away thinking about something I hadn't really considered before 🐧 Markets were red but huddle still felt very alive McFly said something that set the tone "Pudgy doesn't really need to care about the market because the fire is already burning" The room had that energy I love about Pudgy @DaoJonez, @toto, @NikoAQNY and @kaylenwebb3 were just comparing notes, joking, keeping it real and enjoying being around each other The kind of energy that reminds you the community is not only here for green candles One story that cracked me up was @ppmcghee sharing how a Rubio Pudgy meme somehow ended up on a White House meme board for Marco Rubio's birthday 😭 There were sweet shoutouts too @ST_McFly gave flowers to the latest MVPs Versa, Swanie, Camila and Kenny @husker_eth made sure teacher Katie got love for the lil pudgy big impact award And Husker pinned @Hedgeguin meme that made people stop mid-scroll The part that really stayed with me was @PudgyPartners opening up about retail He had walked Luca through Pudgy’s full 2027 retail forecast that same day, built from just three D2C data points so far > Valentine’s bouquet > A sold out keychain > Icebreakers “Three is a trend” Most people look at Pudgy and think toys He's looking at something bigger: Couples The billions of tiny purchases people make to show someone they're thinking about them That is such a simple market but also such a huge one And IP licensing has barely touched it As someone who's spent the last couple years helping build pudgy across Asia, that part really resonated Trust compounds slowly But when it does, it's hard to copy Came away feeling like the actual business might be a lot further along than most people realize 💙🐧

Attention is the alpha. Web2 or Web3, engagement drives discovery. The more eyes on a project, the more chances it has to pull new people into the funnel. I wanted to zoom in on the native Web3 audience, so I compared the X activity of a few projects I admire: BAYC🍌, Pudgy Penguins🐧, and Moonbirds🦉 The numbers tell an interesting story. Notice anything? 👀

GM ☀️ Don’t forgot Down to Huddle is tonight at 8 pm EST Come hang with me, @CZR744, and @toto as we get into all things penguins and probably some nonsense 🐧 Set those reminders below 👇

Moonbird Mondays @ The Birb House TONIGHT (6/1) | 9PM EST We’re diving into: • Community Updates • Nesting Analytics w/ @soyouboughtit • This Week in NFTs • $BIRB Game Five & Six • Live AMA / Open Discussion • Birb vibes, alpha, and community talk You coming?👀

Just watched @LucaNetz’s recent interview on the past & future of Abstract. At first, @AbstractChain was set up to do what XRP promised its community 9,000 years ago: >Tokenize global money transfers >Acquiring a company like MoneyGram >Offer, SPAC, and $300M ready But they pivoted Project Quantum. Now, based on context, it feels like Luca wants to bring Abstract into the liquidity-rich world of traditional markets. Right alongside $CRCL and $MSTR. Why? Look at the stock market compared to crypto, it's obvious..

In Down to Huddle spaces with the 🐧 community. Talking about the new Lil Pudgy Big Impact SBT.. Low and behold. I have one!!!? I was not expecting this as I have taken the last few days offline as I enjoyed IRL. This was a pleasant surprise to come back to and it looks just like my lil golden pudgy 🫰 TY, I love @LilPudgys I love @pudgypenguins

Ok @Wendys…your comment put me to the test…🫶 I stopped for some Wendy’s nuggets & fries today & busted out my camera for a real tasty image… Cute…but now we’re not ai…So how would you rate my @pudgypenguins? BTS image next 😅

Moonbird Mondays @ The Birb House MONDAY (5/25) | 9PM EST We’re diving into: • Community Updates • Nesting Analytics w/ @soyouboughtit • This Week in NFTs • $BIRB Game Five & Six • Live AMA / Open Discussion • Birb vibes, alpha, and community talk You coming? 👀

We must bring back NFTs