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Moonbirds’ announcement yesterday about being added to the pre-TGE leaderboard made me curious: What actually happened to all the other NFT collections that launched an airdrop at some point? The results are pretty interesting: 1) While it's not surprising, it's obvious that Pudgy Penguins are the big winners here. With $PENGU, they not only massively expanded their distribution by orders of magnitude but also grew the overall pie by almost 3x for the community. 2) Miladys and Doodles have moved more or less sideways when you compare today’s ecosystem valuations with the day of their airdrops. Still, $DOOD at least managed to broaden distribution while $CULT holders are rather insignificant. 3) Contrary to what many might believe, Bored Apes and Azuki come out as the big losers here. Since their TGEs, both $APE and $ANIME heavily diluted valuations, while the overall brand value has basically been cut in half compared to then. What can we learn from this? Launching an airdrop as a brand is no joke. Sure, it can be a powerful tool to spark hype and drive floor prices in the short term, but sustaining that momentum is incredibly difficult. In the long run, it can even turn out net negative for the brand and community. The absolute playbook here is what @LucaNetz executed with $PENGU. While everyone tries to copy it, the reality is that it took top-tier marketing, years of work, and consistent value creation to build a truly aligned and loyal community - one that isn’t just chasing short-term profits. That’s the real moat for NFT brands. Without it, there’s no way to maintain momentum and distribution over the long haul. It’ll be interesting to see how @spencer plays it with $BIRB.

3.37 ETH or $14.6k for Moonbird. Will it pay off with their token? Let's compare the average floor price just before the drop with the actual sell value of tokens for iconic ETH collections: - Pudgy Penguins: 29 ETH ($115k) - 1.7M PENGU ($68k) - BAYC: 125 ETH ($337k) - 10,094 APE ($150k) - Azuki: 15 ETH ($48k) - 170k ANIME ($12k) - Doodles: 4.9 ETH ($9.8k) - 185k DOOD ($1.4k) Floors of all collections, except BAYC, dropped significantly after their token release. Thoughts?

PFP NFT projects dominate the market mainly due to their ease of understanding and hype effect, accounting for 70% of the total market capitalization on Ethereum. Successful cases like BAYC have driven industry trends, while future projects need to establish unique ecosystems to maintain competitive advantages. The year 2023 will be an important year for expanding into the mainstream.

Only two of the top ten Zora coins are creator coins: $jacob (an outlier, but we'll count it) and $alexanderelorenzo. The others are contexts by creators: • companies like $propaganda • agents like $zxbt • brands like $doodles $NATIVE is a multiplayer context coin.

The Final Chapter and Rebirth of NFT The prosperous era of NFTs seems to have come to an end. The token issuance of Pudgy Penguins marks the conclusion of this era, and the token issuance of Doodles on Solana also failed to stir much excitement. Even giants like Yuga Labs are continuously scaling down, and even their most iconic Cryptopunks project has not been spared. The BitCoin NFT project that rose during the last wave of NFT resurgence is now nearly worthless, and the once-crazy narratives have long since lost their luster. 10,000 PFP( Profiles