Episode Details

Creating Token Communities, Building Consumer Brands, and The Future of NFTs | Luca Netz, Pudgy Penguins
12/20/2024
Empire β†—

Key Insights

Bullish:

  • 🟒 $MEME - Luca is highly bullish on the 'meme coin plus' category, which includes projects like Pengoo that combine meme appeal with real-world utility. He believes this category has enormous growth potential over the next 3-5 years, potentially becoming one of the biggest growth areas in crypto.
    • β€œI think this category has huge potential. I'd argue I'd I'd argue that I think the TAM in terms of, like, growth from today to where I think it could be 3, 4, 5 years from now, I think is probably one of the biggest categories in crypto in terms of growth potential.” - Luca (47:14)
    • β€œAs long as Shiba Inu is at $15,000,000,000, Pangu's underpriced to me. It just is. Because if you look at the data and you look at the metrics, funds and everyone's gonna catch on, it's a very simple thing to understand. Everyone loves the penguin.” - Luca (56:27)
    • β€œI think from our perspective, there's a there's a prophecy in play with with the Pengoo and the Pudgy Penguin, one long before my time, if I'm being frank.” - Luca (6:21)
  • 🟒 $LAYERTWO - πŸ”’
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  • 🟒 $SOL - πŸ”’
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