泡泡玛特

Pop Mart's move may have been hasty!
The decision-makers probably didn't anticipate that raising Labubu's monthly output from 10 million to 50 million would directly 'dilute' the most valuable scarcity of the IP.
The intention was to drive revenue through large-scale distribution, but unexpectedly, the rapid increase in output has significantly diminished the sense of anticipation—once it becomes a mass-produced item, the halo of scarcity disappears, and it won't be long before it becomes 'ubiquitous'.

In fact, moderately increasing production capacity to around 20 million might be the balance point: it can maintain consumers' excitement and sense of rarity of 'having to wait an hour to buy', while also somewhat satisfying market demand.

Unfortunately, many emerging companies still find it hard to escape the inertia of 'making quick money', lacking sufficient strategic determination. This is not only a lesson for Labubu but also a lesson worth reflecting on for the entire trendy toy industry.

#泡泡玛特
#Labubu #IP运营 #潮玩经济 #战略决策

The inside story of Pop Mart's stock price plummeting
Pop Mart's stock price has fallen by 44% in just over four months, with a market value evaporating by over 200 billion Hong Kong dollars (approximately 180 billion RMB). The trigger for this capital storm was the dual blow of the collapse of the North American growth myth and the scarcity of core IP, which further exposed the trust crisis in its business model. #泡泡玛特 #比特币VS代币化黄金 #加密市场反弹

Did I say something wrong, brothers? Not calling it a peak, but it's still a short-term high point #Pop Mart (The water is too deep, but it's okay; the ones getting cut are the young people with a lot of money. At least it can be considered a conscientious company, not cutting the poor. Like #泡泡玛特

A small mouth can make the world go crazy, and that is Labubu!

In just nearly 30 days, Labubu's popularity on social media skyrocketed, directly surpassing the once-popular PEPE, PNUT, DOGE, and SHIB, becoming the undisputed 'top trend'. This wave of excitement has also allowed the behind-the-scenes Bubble Mart to profit immensely in the capital market, with its market value skyrocketing to over HKD 360 billion. From March 2024 to now, Bubble Mart's stock price has skyrocketed like a rocket, increasing by more than 10 times.

The founder of Bubble Mart, Wang Ning, has seen his wealth leap to over USD 20.3 billion thanks to this single IP, successfully becoming the new richest person in Henan.

Not only that, but even the Labubu token on Solana has also been pushed up by this favorable wind, with the highest price reaching over USD 70 million.

This series of astonishing data proves that Labubu has firmly ascended to the throne of new global IPs. The glorious era belonging to Labubu has just begun!

Why has Pop Mart suddenly become so popular recently?

News is trending, brand merchandise is collaborating, and the heat is explosive.
But no one in my friend circle is posting about it.
This NFT in web2.

Let's see how long it can stay hot, has anyone really bought it?

#泡泡玛特 #币安Alpha理财中心 $ETH

#LABUBU This bubble burst has made the topic of VCs and founders cashing out at high positions a hot topic, with everyone discussing whether it's 'cashing out at a high position' or 'escaping at the peak'?
#波段交易策略
To be honest, it's still hard to draw a conclusion. However, the stock price plummeting on Friday at least made the market start to be alert.

From the perspective of capital speculation, this sudden surge in events, combined with celebrity endorsements and the so-called 'sky-high' auctions, is strikingly similar to the tactics in the cryptocurrency world where KOLs frantically promote and boast about getting rich a hundredfold.
#泡泡玛特
The cashing out actions of VCs and founders are quite unified, essentially seizing the opportunity to lock in profits while it's hot.

This also illustrates a reality: the capital market has no real faith; once the rumors start and the crowd gathers, it's time to lock in profits and leave.

Of course, it's rare to find people who can remain calm and cash out without being swayed by panic and greed...

In the past few days, the market trend seems to have left everyone a bit confused, and the sense of direction has weakened.
#波段交易策略
Let’s briefly discuss my views on the current market situation👇

First of all, the stock price of #泡泡玛特 has begun to pull back, which is actually a small signal indicating that some short-term funds are starting to withdraw from the emotional speculation sector. Compared to Bitcoin and Ethereum, this is actually good news, similar to the cooling period after the previous hype around Bing Dwen Dwen, where the attention on mainstream coins often gradually rises.

Then, let’s talk about $GOR on #solana — it has indeed been surging recently, but the market hasn’t been driven to any significant narrative heat by it. Everyone is well aware of the founder's reputation, so I maintain a wait-and-see attitude towards this type of coin. For those holding #sol , being steady might be more appropriate.
#以色列伊朗冲突

Finally, regarding the international sudden event that everyone is discussing, it seems to be gradually cooling off. From my personal perspective, the next major upward wave of the market is still likely to emerge slowly within a bullish rhythm, rather than through panic or sudden fluctuations.

That’s about it. The market currently lacks hot topics but is missing a coherent major trend. Stay steady and patiently wait for direction. 📉📈

#泡泡玛特 15 years of entrepreneurship
The two hottest IPs
#molly has been operating for ten years
#LABUBU has been operating for seven years
only then has today’s popularity been achieved

The hottest topic these past few days is Pop Mart, and the BSC chain has also featured memes about Musk and Trump. This PPMT, before it was launched yesterday, had surged to around 0.000027, and today it has become a small golden dog, reaching about 0.0001, which is roughly a 5 times increase.

#泡泡玛特 Mint color #LABUBU Sold for 1.08 million yesterday!!! How does this look from a financial perspective? How long does it take for everyone to earn 1.08 million?🤔

Previous investors' evaluations of the founder of #泡泡玛特 : The founder has an average educational background, has not held a proper job, speaks calmly without much expressiveness, and lacks an elite team.

After going public, each investor mentioned: Wang Ning has a steady personality, speaks little, does not show emotions, and possesses many excellent qualities of a 'consumer entrepreneur'.

When things are accomplished, the great scholar will engage in debates.

#泡泡玛特 Pop Mart is crazy about making money again. If Pop Mart were to get into cryptocurrency, it would surely be a huge hit. This company is really impressive; Pop Mart has such strong customer loyalty. Driven by the global popularity of the Labubu series of dolls, the Chinese trendy toy manufacturer Pop Mart's net profit in the first half of this year has surged nearly fourfold compared to the same period last year, with both half-year revenue and net profit exceeding last year's total.

The cultural IP explosiveness of #泡泡玛特 is greater than that of Moutai.

Moutai took a full 10 years to reach a market value of 1.5 trillion, while Pop Mart only took a year and a half to soar to over 300 billion, directly reaching one-fifth of Moutai.

This speed is like the capital market is on a cheat code; it truly is the 'rainbow circle' that knows how to tell stories and paint dreams best! 🌈💰#LABUBU