fade we can't all be bullish, right?

Theses & replies

Pudgy Polly$47.8K+410%

$POLLY paired with $PENGU has the potential to become one of the most interesting STONK tokens in the Pudgy ecosystem. Why? Because $POLLY isn't just another meme token looking for a narrative. Polly is already part of the Pudgy Penguins story. The official Pudgy Penguins brand features Pengu and Polly together, including its Perfect Pair collection and Polly merchandise. And Pudgy Penguins is one of the clearest examples of a Web3-native IP expanding into mainstream culture. The project has moved beyond NFTs and crypto into retail, toys, collectibles, apparel, entertainment and other consumer categories. In 2026, Pudgy Penguins reported nationwide Target retail distribution, continued licensing expansion, and more than 100 billion GIPHY views. That's the interesting part. Web3 created Pengu. Web2 is discovering Pengu. Polly is already part of the story. And then you add the $POLLY mechanism: Hold $POLLY → earn $PENGU. 🩷➡️🐧 So the thesis is: Own the pink half of one of Web3's most recognizable IPs, participate in the Pudgy lore, and have a mechanism that connects $POLLY directly to $PENGU. And if the Pudgy Penguins IP continues expanding across Web3 and Web2, there is an interesting question: What happens when Polly becomes as recognizable as Pengu? 👀 That's the $POLLY thesis.

5 likes
Pudgy Polly$21K+133%

POLLY will one day be the largest volume-buyer of $PENGU The fly-wheel works!

20 likes
Pudgy Polly$18.5K+105%

When $PENGU runs, $POLLY will run harder. Let that sink in.

6 likes
Pudgy Polly$15.2K+68%

If you weren’t aware, Polly is the pink half of Pengu. 🩷🐧 Mickey & Minnie. Homer & Marge. Peter Pan & Wendy. Romeo & Juliet. You get it. 😉 But $POLLY isn’t just about holding a token to earn $PENGU — a flash-in-the-pan META. It’s a movement directly tied to $PENGU and the Pudgy Penguins lore, built around the idea of bringing Polly to life alongside Pengu. What better way to support the IP, be part of the lore, and earn $PENGU along the way? And who knows what’s ahead… activations, utilities, collaborations, and more. 👀 $POLLY × $PENGU Two halves of the same story. 🩷💙

16 likes

Currently talking with the FOMO team to see if we can obtain a Team Wallet tag. I’m not sure if there are any prerequisites, but I’m going to try. For those questioning the stewardship of the public team funds: a lot of ideas have been discussed, and I haven’t made a final decision yet. However, there are two ideas currently at the forefront: 1) Once the supply reaches 3%, burn 0.5% at a time, making the token increasingly deflationary. OR 2) HODL + Utilize the funds toward a future CEX listing once marketcap and trading volume is significant to make that move. Nothing is finalized yet, but I want to be transparent about the ideas being considered.

33 likes

Polly is the biggest cheerleader and supporter of Pengu. The pink half of the pudgy penguins lore.

67 likes

Polly

@PudgyPolly

The original $POLLY launched on @LaunchOnSF ↔️ This wallet perpetually buys back $POLLY 🩷 The fly-wheel works ⚙️

155 Followers 4 Following Joined Feb 2026

Trades
11
Swaps
35
Volume
$7.7K
Avg hold
16.6h
Total PnL
+$5.8K

Top closed

Updated 16h ago

16 closed · top 5 by realized PnL

  1. Pudgy Penguins closed Sep 10 · in $495 +$4+0.7%
  2. Pudgy Penguins closed Sep 11 · in $1K +$3+0.3%
  3. Pudgy Penguins closed Sep 10 · in $719 +$3+0.4%
  4. Pudgy Penguins closed Sep 12 · in $62 $0+0.1%
  5. Pudgy Penguins closed Sep 11 · in $30 $0+0.1%

Active holdings

Updated 17h ago

$28.7K total · 3 tokens

  1. Pudgy Polly Solana · Sep 10 #1
    Value $28.5K 29.6M POLLY
    Profit +$5.8K+62%
  2. Pudgy Penguins Solana · Sep 16 #2
    Value $259 35.6K PENGU
    Profit
  3. USDC Solana · Sep 16 #3
    Value $3 3 USDC
    Profit

Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.

Fades on @PudgyPolly's calls

This trader hasn't claimed their fade.ac account. These are bets on whether their calls play out.

calls resolved
none yet
played out
live fades
0
points at stake
0

No open fades right now.

On fomofeed

Theses
12
Replies
0
Tokens
1
Avg position
$25.2K
Median PnL at post
+133%
Last thesis
7m ago

Chains

  • 12

Most posted tokens

Profile updated 6h ago

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