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Pudgy Penguins 是一个曾经陷入困境的 NFT 系列,现在已经声名鹊起,超越了 Bored Ape Yacht Club 和 Azuki 等竞争对手。在连续创业者卢卡·施内茨勒 (Luca Schnetzler) 的领导下,Igloo 公司通过实现收入来源多元化、通过沃尔玛分销扩展到零售领域,以及向 NFT 所有者提供实体玩具销售的特许权使用费,重振了该品牌。这一创新策略推动 Pudgy Penguins 成为全球表现最好的 NFT 项目,总市值超过 4 亿美元,底价不断上涨,表明 NFT 在实体世界的认可度不断提高。
Pudgy Penguins: A Digital-to-Physical Phenomenon Soaring in the NFT Market
矮胖企鹅:NFT 市场飙升的数字到实体现象
Stepping away from the realm of Bored Apes, a new king has emerged in the NFT arena, commanding attention with its adorable aquatic denizens: The Pudgy Penguins. Backed by a strategic partnership with retail giant Walmart, The Igloo Co., the company behind this captivating collection, has catapulted its Penguins to the forefront of the digital collectibles space.
远离无聊猿的王国,NFT 舞台上出现了一位新王,以其可爱的水生居民:矮胖企鹅吸引了人们的注意。在与零售巨头沃尔玛的战略合作伙伴关系的支持下,The Igloo Co.(这个迷人系列的背后公司)已将其企鹅推向了数字收藏品领域的最前沿。
Aisle 17: A Haven for Pudgy Penguins
17 号过道:矮胖企鹅的天堂
In the North Bergen, New Jersey branch of Walmart, amidst the vibrant toy aisle, a remarkable transformation is taking place. Despite the festive season having long passed, one item stands out as an undeniable crowd-pleaser, flying off the shelves at an astonishing pace: Pudgy Penguins, the lovable plush counterparts of a celebrated NFT collection.
在沃尔玛新泽西州北卑尔根分店,在充满活力的玩具货架中,正在发生显着的转变。尽管节日早已过去,但有一件商品无可否认地受到大众欢迎,并以惊人的速度被抢购一空:矮胖企鹅,著名 NFT 系列中可爱的毛绒玩具。
These adorable creatures, known as Pudgy Penguins, boast cheerful hues, petite beaks, and endearingly round faces. Their whimsical charm has captivated all who encounter them, propelling their physical iterations into instant bestsellers. Polar Pete, an 8-inch yellow penguin adorned with a polar bear-adorned hat and a carrot in hand, is just one example of the irresistible appeal of these cuddly companions. Cowboy Carl, a black-sunglassed, tall-hatted penguin, exudes a playful and adventurous spirit that has made him a favorite among collectors and enthusiasts alike.
这些可爱的生物被称为矮胖企鹅,拥有欢快的色调、娇小的喙和可爱的圆脸。他们异想天开的魅力吸引了所有遇到他们的人,推动他们的实体迭代立即成为畅销书。北极皮特 (Polar Pete) 是一只 8 英寸的黄色企鹅,戴着一顶北极熊装饰的帽子,手里拿着一根胡萝卜,这只是这些可爱的伙伴具有不可抗拒的吸引力的一个例子。牛仔卡尔是一只戴着黑色墨镜、戴着高帽子的企鹅,散发着顽皮和冒险精神,这使他成为收藏家和爱好者的最爱。
From Virtual to Tangible: A Digital-to-Physical Bridge
从虚拟到有形:数字到物理的桥梁
The plushy Penguins are not mere replicas; they are physical manifestations of non-fungible tokens (NFTs), unique digital collectibles that have been gaining immense popularity in the crypto market. These virtual Penguins have been commanding eye-watering prices, with some selling for as much as $500,000 each. In stark contrast, their adorable plush counterparts retail for a much more accessible $8 to $30, making them an enticing prospect for collectors of all budgets.
毛绒绒的企鹅不仅仅是复制品;它们是可爱的企鹅。它们是不可替代代币(NFT)的物理表现,是在加密货币市场中广受欢迎的独特数字收藏品。这些虚拟企鹅的售价一直令人瞠目结舌,有的每只售价高达 50 万美元。与此形成鲜明对比的是,可爱的毛绒玩具的零售价为 8 至 30 美元,这对于各种预算的收藏家来说都是一个诱人的前景。
This fusion of the virtual and physical realms has been a major factor in the extraordinary success of Pudgy Penguins and The Igloo Co. While NFT stalwarts like Yuga Lab's Bored Ape Yacht Club and Chiru Labs' Azuki have faced headwinds, Pudgy Penguins have soared, capturing the hearts and wallets of both crypto enthusiasts and mainstream consumers.
虚拟和现实领域的融合是 Pudgy Penguins 和 The Igloo Co 取得非凡成功的一个主要因素。虽然 Yuga Lab 的 Bored Ape Yacht Club 和 Chiru Labs 的 Azuki 等 NFT 中坚力量面临逆风,但 Pudgy Penguins 却一路飙升,捕获了加密货币爱好者和主流消费者的心和钱包。
Pudgy Penguins: A Journey of Resilience
矮胖企鹅:坚韧之旅
The Pudgy Penguins phenomenon took flight in July 2021, the brainchild of four college friends eager to ride the NFT wave. Just months after the groundbreaking sale of Beeple's digital artwork for $69 million, this tech-savvy quartet unleashed 8,888 unique Pudgy Penguin images into the NFT market, minting them at a mere $0.03 each. Within an astounding 20 minutes, the entire collection was sold out, generating a remarkable $800,000 for the fledgling creators.
Pudgy Penguins 现象于 2021 年 7 月兴起,这是四位渴望赶上 NFT 浪潮的大学朋友的创意。 Beeple 的数字艺术品以 6,900 万美元的价格破天荒售出几个月后,这个精通技术的四重奏向 NFT 市场发布了 8,888 张独特的矮胖企鹅图像,每张的铸造价格仅为 0.03 美元。惊人的 20 分钟内,整个系列就被售空,为初出茅庐的创作者带来了 80 万美元的收入。
Unlike other popular NFT collections of the time, which often featured edgy or grotesque imagery, Pudgy Penguins stood apart with their vibrant colors and charmingly simple design. This distinctive aesthetic resonated with collectors, propelling the collection to instant success.
与当时其他流行的 NFT 系列通常以前卫或怪诞的图像为特色,矮胖企鹅以其鲜艳的色彩和迷人的简单设计脱颖而出。这种独特的美学引起了收藏家的共鸣,推动该系列立即获得成功。
A Time of Disillusionment and Renewal
幻灭与复兴的时代
However, the initial success of Pudgy Penguins was soon overshadowed by a series of challenges. NFT prices began a downward spiral in late 2021, coinciding with a decline in the broader crypto market. The Pudgy Penguin community also grew disillusioned with the management of the collection by its founding team, led by University of Central Florida student Cole Villemain. Despite promises of a children's book and a Pudgy Penguin game, timelines remained elusive, and the collection was briefly delisted by prominent NFT marketplace OpenSea.
然而,矮胖企鹅最初的成功很快就被一系列挑战所掩盖。 NFT 价格于 2021 年底开始螺旋式下降,与更广泛的加密货币市场的下跌同时发生。矮胖企鹅社区也对其由中佛罗里达大学学生科尔·维尔曼 (Cole Villemain) 领导的创始团队对收藏品的管理感到失望。尽管承诺推出儿童读物和矮胖企鹅游戏,但时间表仍然难以捉摸,该系列曾被著名的 NFT 市场 OpenSea 短暂下架。
The Arrival of Luca Netz: A Catalyst for Transformation
Luca Netz 的到来:转型的催化剂
The turning point for Pudgy Penguins came in April 2022, with the entrance of serial entrepreneur Luca Schnetzler, also known as Luca Netz. Netz, a high school dropout turned successful online marketer, had a proven track record of helping influencers capitalize on their fame through branded merchandise. His portfolio included collaborations with the likes of Kendrick Lamar, Jake and Logan Paul, and The Hype House.
Pudgy Penguins 的转折点出现在 2022 年 4 月,连续创业者 Luca Schnetzler(也称为 Luca Netz)的加入。 Netz 是一名高中辍学生,后来成为一名成功的在线营销人员,在帮助有影响力的人通过品牌商品利用自己的名气方面拥有良好的记录。他的作品包括与 Kendrick Lamar、Jake 和 Logan Paul 以及 The Hype House 等人的合作。
Recognizing the immense potential of the Pudgy Penguin brand, Netz acquired the copyright ownership and initial creator addresses of the collection for $2.5 million. His strategy was clear: rebuild trust with Penguin holders, execute on the promised projects, and expand revenue streams, particularly through physical merchandise.
Netz 认识到 Pudgy Penguin 品牌的巨大潜力,以 250 万美元收购了该系列的版权所有权和初始创建者地址。他的策略很明确:重建与企鹅持有者的信任,执行承诺的项目,并扩大收入来源,特别是通过实物商品。
Building Brand Eminence Beyond the NFT Space
在 NFT 领域之外打造品牌知名度
One of Netz's first moves was to secure funding for his Pudgy Penguin reboot. He approached venture funds and crypto investors, eventually closing a $9 million seed round led by 1kx Capital, a crypto venture firm, amidst the turmoil of the FTX collapse in November 2022.
内茨的首要举措之一就是为他的矮胖企鹅重启获得资金。他接触了风险基金和加密货币投资者,最终在 2022 年 11 月 FTX 崩溃的混乱中完成了由加密货币风险公司 1kx Capital 领投的 900 万美元种子轮融资。
Strategically, Netz decided that Pudgy Penguins would not rely heavily on royalties, a common revenue stream for NFT creators. While royalties provide a percentage of secondary sales, Netz recognized their limitations, particularly as NFT marketplaces began to cut fees in a bid to stay competitive.
从战略上讲,Netz 决定 Pudgy Penguins 不会严重依赖版税,这是 NFT 创作者的常见收入来源。虽然版税占二次销售的一定比例,但 Netz 认识到它们的局限性,特别是在 NFT 市场开始削减费用以保持竞争力的情况下。
Instead, Netz focused on building the Pudgy Penguin brand beyond the confines of NFT enclaves. He commissioned adorable animations featuring Pudgy Penguins navigating the challenges of Gen Z life, which garnered a massive following on Instagram and TikTok. The collection's official Instagram account boasts over 1.3 million followers, while its TikTok videos have amassed nearly 9 million views.
相反,Netz 专注于打造 Pudgy Penguin 品牌,超越 NFT 飞地的范围。他委托制作了一些可爱的动画,以矮胖企鹅为主角,应对 Z 世代生活的挑战,这些动画在 Instagram 和 TikTok 上吸引了大量粉丝。该系列的官方 Instagram 账户拥有超过 130 万粉丝,而其 TikTok 视频则获得了近 900 万次观看。
Giphy: A Strategic Alliance
Giphy:战略联盟
Another unexpected but highly effective marketing strategy employed by Netz was the creation of a Pudgy Penguin account on Giphy, a platform for sharing short reaction clips. The account has accumulated an astonishing 16.6 billion views, surpassing the likes of Disney.
Netz 采用的另一个出人意料但非常有效的营销策略是在 Giphy(一个分享简短反应剪辑的平台)上创建矮胖企鹅帐户。该账户的浏览量已达到惊人的 166 亿次,超过了迪士尼等公司。
Merchandise: A Tangible Expression of Fandom
商品:粉丝群体的有形表达
The next phase of Netz's grand plan involved a comprehensive line of Pudgy Penguin merchandise, including hats, pins, stickers, plush toys, and plastic figurines. He partnered with Israel's PMI Toys for manufacturing and merchandising. The first drop of physical goods through Amazon in May 2023 sold out within 48 hours, generating an impressive $500,000 in sales.
Netz 宏伟计划的下一阶段涉及全面的矮胖企鹅商品系列,包括帽子、别针、贴纸、毛绒玩具和塑料雕像。他与以色列 PMI Toys 合作进行制造和销售。 2023 年 5 月,亚马逊推出的第一批实物商品在 48 小时内售罄,销售额达到令人印象深刻的 50 万美元。
Netz subsequently secured distribution deals with major retailers like Five Below and Macy's. The crowning achievement came in September 2023, when Walmart agreed to carry Pudgy Penguins in over 2,000 stores. To date, The Igloo Co. has sold over one million toys through its retail partners, generating $10 million in revenue. Walmart has recommitted for another season, adding 1,100 more stores to its distribution network. Target is also set to launch Pudgy Penguins in April. Exclusive Walgreens items may soon join the growing roster of physical products, according to Omer Dekel, CEO of Pudgy's manufacturer.
Netz 随后与 Five Below 和 Macy's 等主要零售商达成了分销协议。 2023 年 9 月,沃尔玛同意在 2,000 多家商店出售矮胖企鹅,这是一项最高成就。迄今为止,The Igloo Co. 已通过其零售合作伙伴销售了超过 100 万件玩具,创造了 1000 万美元的收入。沃尔玛重新承诺再开一季,在其分销网络中增加 1,100 家商店。 Target 还计划于四月推出 Pudgy Penguins。 Pudgy 制造商首席执行官奥马尔·德克尔 (Omer Dekel) 表示,沃尔格林独家产品可能很快就会加入不断增长的实体产品名单中。
A Digital-Physical Symbiosis: Royalties for NFT Holders
数字与物理共生:NFT 持有者的版税
As merchandise sales skyrocketed, so too did the prices of Pudgy Penguin NFTs. Since the Walmart launch, the floor price of Pudgy Penguin NFTs has soared from 4.2 eth to a recent high of 20 eth, or approximately $58,000. Since Netz took over in 2022, sales of Pudgy Penguin NFTs have exceeded $800 million.
随着商品销量飙升,矮胖企鹅 NFT 的价格也随之上涨。自沃尔玛推出以来,Pudgy Penguin NFT 的底价已从 4.2 eth 飙升至近期高点 20 eth,约合 58,000 美元。自 2022 年 Netz 接手以来,Pudgy Penguin NFT 的销售额已超过 8 亿美元。
A key factor driving the NFT success of Pudgy Penguins has been the company's innovative approach to sharing royalties from physical toy sales with current digital collectible owners.
推动 Pudgy Penguins 的 NFT 成功的一个关键因素是该公司与当前数字收藏品所有者分享实体玩具销售版税的创新方法。
Pudgy Penguin NFT holders possess the intellectual property rights to their unique characters. This means they receive a percentage of the net revenue from physical merchandise sales based on the NFTs they own. Essentially, The Igloo Co. licenses these rights from the respective NFT holders. As a result, fortunate owners of high-demand Pudgy Penguin NFTs earn a 5% royalty on sales. To date, nearly 130 NFTs have been licensed for physical products.
矮胖企鹅 NFT 持有者拥有其独特角色的知识产权。这意味着他们根据自己拥有的 NFT 从实体商品销售中获得一定比例的净收入。本质上,The Igloo Co. 从各自的 NFT 持有者那里获得了这些权利的许可。因此,拥有高需求 Pudgy Penguin NFT 的幸运所有者可以赚取 5% 的销售特许权使用费。迄今为止,已有近 130 个 NFT 获得实体产品许可。
NFT holders can submit their NFTs to The Igloo Company's Overpass IP platform to be considered for licensing. If selected, their Pudgy Penguin may appear in the company's next toy, book, or even upcoming game. One example is the Pudgy Man Plushie, a superhero-clad penguin with reflective sunglasses. The toy is available on Pudgy Penguin's website for $29.99 or through other online toy retailers. In January, an NFT holder received a staggering $110,000 for the sale of their Pudgy Man NFT, entitling them to a portion of the profits from the popular plushie.
NFT 持有者可以将他们的 NFT 提交到 Igloo Company 的 Overpass IP 平台,以考虑获得许可。如果被选中,他们的矮胖企鹅可能会出现在该公司的下一个玩具、书籍,甚至即将推出的游戏中。一个例子是 Pudgy Man Plushie,这是一只穿着超级英雄服装、戴着反光太阳镜的企鹅。该玩具可在 Pudgy Penguin 网站上或通过其他在线玩具零售商购买,售价为 29.99 美元。一月份,一位 NFT 持有者通过出售 Pudgy Man NFT 获得了惊人的 11 万美元,使他们有权从这款受欢迎的毛绒玩具中获得部分利润。
Netz's real-world royalty scheme for NFT owners is not entirely unprecedented. Holders of Bored Ape Yacht Club and Crypto Punk NFTs also have intellectual property rights to their images, allowing them to license their use. However, sales of products featuring these NFTs have been relatively limited.
Netz 在现实世界中针对 NFT 所有者的版税计划并非完全史无前例。 Bored Ape Yacht Club 和 Crypto Punk NFT 的持有者也拥有其图像的知识产权,允许他们获得使用许可。然而,以这些 NFT 为特色的产品的销售相对有限。
Luca Netz's adorable penguins, on the other hand, appear to be on the verge of revolutionizing the relationship between the virtual and physical worlds. They have proven that NFTs can not only be hugged, but also embraced as a profitable investment opportunity.
另一方面,卢卡·内茨(Luca Netz)可爱的企鹅似乎即将彻底改变虚拟世界和现实世界之间的关系。他们已经证明,NFT 不仅可以被拥抱,还可以被视为一种有利可图的投资机会。
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