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Intelligent Speculation || https://xitter.gq/t.co/Mr0JABVKD3 || @AbstractChain

Joined August 2021
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Pudgy Penguins and @IglooInc acquiring OPENSEA!?!? Major hints (see pics) 1. @LucaNetz saying that he wants to acquire OS 💰💰 2. "Calm before the storm" - boats... Opensea Logo is a white sailboat ⛵️ 3. OS's pinned post from Nov 5? Looks like an igloo boat on the water! 🐧❄️
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Fresh wallet added another 15 Pudgys for $128k Total ~350k spent so far and $764k still loaded Whoever this is came here with a plan oh yeah this person is not done
abstract announces it’s shutting down minutes later a fresh wallet funded with ~$960k starts sweeping pudgypenguins 10 bought already for 35 ETH ($93k)
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Abstract updates its bio to be grander in scope the day after an affiliated RWA venture gets listed on NASDAQ Interesting
Replying to @rvdcapital
1/ OpenWorld’s merger is complete. The merger with VerifyMe closed on September 30, 2026. The combined company is OpenWorld, Inc., with Nasdaq trading under OPNW scheduled to begin October 1. [1] 2/ The ownership connections are disclosed. The closing 8-K identifies Webslinger Holdings as legacy OpenWorld’s parent, holding approximately 45.2% before the merger. Mosaic Capital’s July 15, 2026 Form ADV lists Webslinger, Luca Schnetzler (@LucaNetz) , Michael Lee (@CashBowie) and Lorenzo Del Monaco among its owners. These records establish shared ownership interests in Mosaic. Luca’s control over OpenWorld has not been established. [1][2] 3/ OpenWorld and @MosaicCap have a commercial agreement. Under their December 2025 referral agreement, OpenWorld is entitled to 10% of the performance, management or service fees Mosaic receives from clients introduced by OpenWorld. The arrangement covers non-U.S. clients outside the United States. The closing filing reports no payments under this agreement to date. [1] 4/ Abstract Foundation’s RWA agreement is documented. OpenWorld disclosed a Collaboration, Joint Development and Go-to-Market Agreement with Abstract Foundation to develop and market an RWA tokenization platform meeting the security and regulatory requirements of major global markets. [3] 5/ The Saudi initiative explicitly references Abstract. OpenWorld’s January announcement describes a Saudi RWA tokenization initiative using infrastructure introduced through its Abstract partnership. The closing filing also identifies a regional RWA collaboration with mCloud Technologies Saudi Arabia. The initiative is disclosed. Its commercial execution still needs to be demonstrated. [1][4] 6/ The JOLT connection progressed beyond the original LOI. OpenWorld’s September 28 financial filing describes a services agreement with an independent Cayman foundation supporting JOLT’s financing program. The broader financing remains conditional on final documentation and funding. Separately, @BlackRock Real Assets invested in JOLT in 2021. DLA Piper, which advised on that transaction, publicly documented the investment. [5][6] These records give us a documented RWA strategy to evaluate. The next questions are about execution: where the platform will run, what Abstract’s role will be, and how the existing community fits into that future. XP eligibility and allocation still require an explicit policy. Since @LucaNetz took over @pudgypenguins, I’ve watched him face repeated waves of doubt and build a business that exceeded my expectations. This moment feels familiar. The outcome is still open. Could he deliver another turnaround for the community that stayed?🤔 I still believe he can. Never underestimate @LucaNetz. Hope has sources. Doubt has reasons. Still here. Asking for clarity. 🐧✳️
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Before writing Abstract off, read the filings.🧐📑 This week, the X feeds and Discord communities I follow have been flooded with FUD and speculation around @AbstractChain. Public answers from leadership have remained limited, leaving the community to fill in the gaps. Some believe holders have been ignored, that there will be no TGE, and that their time and money have been exploited. I understand the frustration. The doubt got to me too. So I started digging into the public record. What I found gave me reasons to take another look: Mosaic Capital’s (@MosaicCap) disclosed ownership structure, the RWA agreement between Abstract Foundation and @_openworld, and OpenWorld’s work on a JOLT-related financing program. Separately, @BlackRock Real Assets invested in JOLT in 2021. A direct Abstract–BlackRock partnership has not been confirmed. But could these relationships, if they translate into real execution involving Abstract, change the conversation? As a Pudgy OG since 2021, I’ve learned to never underestimate @LucaNetz.🐧 I still want answers. I also want the conversation to include the facts. Here’s what the documents actually show. 🧵
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JUST IN: LUCA NETZ SAYS HE WANTS TO TAKE PUDGY PENGUINS PUBLIC HE WANTS TO IPO BUT “TIE IN TOKEN AND NFT HOLDERS” “THERE’S A NEW FORM OF IPO THAT DOESN’T EXIST YET, I KNOW WHAT THAT LOOKS LIKE IN MY MIND”
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🚨 Project Quantum for @AbstractChain could be introduced tomorrow: Luca hinted that they're building a new financial instrument months ago. $PENGU is up 77% in the last 10 days. Something is brewing...
Most people seem to think Luca’s 👀🐧🏢 tweet is hinting at an IPO or an ETF. My read? Project Quantum. This is my interpretation, not a confirmed announcement. @LucaNetz has described Quantum as: • “a new financial instrument” • a reinvention of how tokens launch, where they trade, and who can access them • “the baby of Abstract” Now connect the dots: • In April 2025, Abstract told the SEC it was developing a native token and exploring a compliant U.S. public offering. • Its legal team argued that primary token sales could be regulated as securities transactions, while the token itself and secondary sales should be treated differently. • SEC filings identify a December 2025 RWA collaboration and joint development agreement between @_openworld and Abstract. • VerifyMe’s S-4 for its proposed merger with OpenWorld became effective in August 2026. The merger has not closed. • Bitnomial’s July 2026 CFTC self-certification describes $PENGU as associated with both the @pudgypenguins and Abstract communities. Abstract recently posted: “Abstract is the distribution engine for the onchain economy.” My thesis? Project Quantum could be the financial instrument. $PENGU could be the first showcase. 🐧 @AbstractChain could be the distribution engine. ✳️ And Abstract’s future native token (possibly $ABS) could follow, or may have been the ultimate goal all along. Not calling an immediate IPO, TGE, or ETF approval. Just following the breadcrumbs. Video and receipts below ⬇️
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👀🐧🏢🔜
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toot retweeted
Well... Guess the @pudgypenguins $PENGU 🐧Canary ETF🐧 really do be coming soon. ➡️Explains the price action. Buy the rumour, sell the news initiated
$PENGU and @pudgypenguins Canary ETF leak? 🐧👀
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Well... Guess the @pudgypenguins $PENGU 🐧Canary ETF🐧 really do be coming soon. ➡️Explains the price action. Buy the rumour, sell the news initiated
$PENGU and @pudgypenguins Canary ETF leak? 🐧👀
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🤠✌️
$PENGU and @pudgypenguins Canary ETF leak? 🐧👀
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$PENGU and @pudgypenguins Canary ETF leak? 🐧👀
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$PENGU and @pudgypenguins Canary ETF leak? 🐧👀
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In 2013, people laughed at buying Bitcoin for $100. In 2017, they laughed at $5,000. In 2020, they laughed at corporate treasuries holding BTC. Nobody's laughing now. Strategy holds 818,000 BTC. Over 161 public companies have Bitcoin on their balance sheets. Collectively they hold over 1 million BTC. But here's what they will laugh at next: earning yield on that Bitcoin. "Why would you put your BTC to work? Just hold it." The same argument people made against putting cash in money markets 40 years ago. Right now, over 1 million BTC sits in corporate treasuries, generating exactly zero yield. At current prices, that's roughly $80B+ earning nothing while T-bills pay 4-5%. The CFOs who figure out compliant, non-custodial BTC yield first won't just outperform. They'll make everyone else look negligent. Five years from now, someone will post: "Remember when people thought holding BTC with no yield strategy was acceptable treasury management?" And it'll get the same reaction as "remember when people thought $100 BTC was expensive." BTC Real Yield isn't a nice-to-have anymore. It's becoming a fiduciary obligation. We built it. It's live. 4-10% APY. Compliant. Non-DeFi. The early movers won't be laughed at. They'll be studied.
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New Penguin in the Huddle! 🐧🇰🇷 We’re excited to announce that Blockchain Seoul is now a @pudgypenguins holder! We can't wait to participate in the vision and grow with this incredible community. Give us a warm welcome, Pudgy fam! 🧊✨ #PudgyPenguins #BlockchainSeoul #Crypto #PUDGYCOIN #PENGUCOIN #PENGU
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Number of @pudgypenguins loans on blur is under 300. Down from 600 in September. Repay your penguins or move from blur to @gondixyz
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Everybody loves Pengu
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2k likes and we full send $PENGU back turbo 🐧
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The State of Value. A deep research project we've been working on for almost two years. Looking forward to releasing this soon.
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omg mom my internet penguins are in DC from jpeg to congress 🐧
Today is a pivotal day in our journey of bringing Pudgy Penguins and $PENGU to Capitol Hill. We just hosted our first event with members of Congress, educating them on crypto’s mass-market use cases through the Pudgy Penguins brand. A win for Pengu is a win for all of crypto 🐧
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Everyone’s watching the majors... But Pudgy Penguins have been front-running every move 👀 Take a look and decide for yourself - Pudgy's are full sending in the coming weeks 🐧📈 Like/repost and I'll show u the even more interesting relationship from Jul25-now @pudgypenguins
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Everyone’s watching the majors... But Pudgy Penguins have been front-running every move 👀 Take a look and decide for yourself - Pudgy's are full sending in the coming weeks 🐧📈 Like/repost and I'll show u the even more interesting relationship from Jul25-now @pudgypenguins
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