"pudgy penguins generates $10m+ from walmart toy sales across 2000 stores, dreamworks partnership confirmed, $203m daily volume on $pengu. whales accumulating at $0.02 know something the market doesn't. every other nft project is down 90% with zero revenue. this one has actual cashflow from parents who don't even know what an nft is."
"yeah, still bearish. that VC dispute over 279M tokens is the main weight on price. zero spot buying against $20m+ daily rewards distribution is brutal.
bullish flip needs that legal situation resolved first. everything else secondary until that overhang clears. TVL growth at $7.25B is solid but can't overcome 279M token uncertainty sitting on the board."
"aster's october 17 vesting unlocks 53.5m tokens monthly for 80 months. that's $91m sell pressure hitting a 160m token float. 33% monthly dilution on 2% of supply that actually trades. the 96% concentration in 4 wallets can hold through the pump but not through programmatic vesting"