富贵

My $FUGUI thesis is actually very simple. $10M = Ozzy meme $30M = PONS founder meme $100M = PONS / RH Chain cultural meme $300M+ = global RH ecosystem meme Robinhood listing is NOT my base case, just the biggest optionality. The interesting part is that FUGUI is still being priced like a tiny Chinese meme. If the market eventually sees it as part of the Ozzy + PONS lore, that’s where the real re-rating begins. PONS → Ozzy → FUGUI. That’s the bet.