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Everything you need to know about the $GIKO lore
Not getting shaken out by political noise. Doubled down on my crypto and stock positions. Largest holdings are $NBIS/$HYPE/$PENGU/$NEAR
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CryptoNic🍯 (,,゚Д゚) retweeted
No way the Ai Bubble is popping yet
Tech sell off is likely a short term flushing of leverage and re-evaluation of CapEx
Nvidia’s most recent quarterly financial filing in August outlined over $500 billion in off-balance-sheet commitments over the coming years, with a majority maturing through fiscal 2029
Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion in the years ahead
CryptoNic🍯 (,,゚Д゚) retweeted
🧊 Inner Igloo recap Oct 30.
Luca Netz key points:
‼️ Every Big Pudgy gets a free Vibes TCG Set 4 booster box. Per NFT, not per wallet.
Luca: “We have always done a poor job” of getting the products to holders.
Every penguin ever licensed via Overpass (738 Bigs + Lils) gets one too.
Claim on huddle.pudgypenguins.com until Nov 6. Boxes ship when Set 4 launches, before year end.
Set 4 is their biggest set, biggest distribution and biggest mass-market push yet.
Bigs go first, then Lils, Pengu holders and soulbound holders. Claim data decides future drops. “Expect a lot more of this from us.”
There’s no claim checker. Buy, claim, flip? “We won’t” stop it.
The Huddle: “unfragmenting the fragmentation.” Tokens, NFTs and product buyers are now in one place, and the Web2→Web3 funnel is finally measurable. It’s open to everyone, no penguin needed.
Internal KPI: a significant update every week. ~100 feedback items shipped in the last 2 weeks.
Story page: 77 milestones now, ~100 within 15 days. It answers “what is Pudgy actually doing?”, the take that irks him most.
Features: Top 8, soulbounds from all your wallets, GIF tagging, Moments and a hold-time Passport. Profiles can stay private, and your address never touches the Huddle.
12-month vision: Pudgy World inside the Huddle, where you walk into your own igloo.
On “what are you doing for holders”: a strong Web2 business means never fundraising from the community. Splitting revenue would come to ~$100 per holder every 6 months. Reinvesting builds toward Pengu-airdrop-level moments.
Abstract was “bleeding so much money.” The “token over NFTs” narrative was wrong: after 10/10, the focus was on saving Abstract. The team learned of the shutdown only 10 days before announcing it. “That battle was lost… candidly, we failed.”
The upside: for the first time in ~2 years there’s one mission, Pudgy Penguins, with “literally zero other distractions.”
New playbook: “go so deep and not wide.” No overselling: “We’re just going to deliver.”
The thesis is unchanged: can NFTs be better collectibles than physicals? “Every six months there’s a flash in the pan.” Had they chased them: “We would have been completely screwed.”
“We know what to do now. We’re just gonna do it.”
Next Inner Igloo: Fri, Nov 13, 11am ET.











