Alpha Insights

Pengu Update: Analysis of Cultural Relevance and Market Position
By
Anil Lulla•
Since my last alpha feed post, Pengu has basically dumped and revived in the span of a few months. This […]

Gaming on Abstract
By
Anil Lulla•
The Pudgy Penguins brand has proven remarkably successful with its consumer-focused strategy, accumulating billions of Giphy & Tenor views per […]
Pudgy Penguins Research Reports

NFTsThe Year Ahead For NFTs 2024
By
Anil Lulla•
Green Shoots — The State of NFT Markets Last year, we opined that NFTs were in the trough of disillusionment. […]

NFTsNFT Debrief - May 2023
By
Anil Lulla•
Welcome to our monthly coverage of NFTs and the metaverse. This month: Pudgy Penguins raises $9M in Seed funding, led by 1kx, as they look to expand their IP beyond static images. Nike’s .SWOOSH platform readies its genesis collection, Our Force 1, for sale. We highlight the ongoing BRC-20 token craze on the Bitcoin network, including infrastructure developments and traction metrics.

NFTsNFT Debrief - April 2023
By
Anil Lulla•
Welcome to our monthly coverage of NFTs and the metaverse. This month: OpenSea Pro, Starbucks Odyssey, and the fierce competition for pro NFT traders.
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