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Pudgy Party Goes Live, Polymarket Wins U.S. Approval & Pump.fun Powers Streamer Revenue
CwC Weekly
September 05, 2025
Pudgy Penguins roll out Pudgy Party, a social login mobile game
Polymarket secures CFTC approval, bringing crypto prediction markets to the U.S.
Pump.fun streamers turn live audiences into token-fueled revenue engines
OpenSea token drop pressure
Case.fun launches a gamified case-opening platform rewarding every user
Other Page Badge Codes - $10K APE Giveaway
Today’s Link
Collect any badges you missed earlier in the week while you can!
Monday’s Code - cwc2 |
Watch & Listen Now: This week Cap and Steve spotlighted Pudgy Penguins’ rise as the NFT brand best crossing into culture with toys, games, and even NASCAR sponsorship. Market talk included Bitcoin’s seasonal September slump and DeFi farming strategies, while OpenSea’s future and token speculation loomed over multiple debates. ThreadGuy’s KOL tier list ignited conversation about influencer marketing, and the Web3 Playboys shared their drop plans in an in-depth interview. Polymarket earned U.S. approval to run prediction markets, and Case.fun’s Mario joined to showcase how case-opening mechanics reward users with tokens, NFTs, and more while funneling liquidity into dapps.
☕️ Brewing This Week
📰 Monday
Pudgy Penguins’ Playbook + Bitcoin’s September Slump Setup
Cap and Steve spotlight Pudgy Penguins as the NFT brand leading the way into mainstream culture, with GIFs, plush toys, a mobile game, and even NASCAR sponsorship pushing the project far beyond the Web3 bubble. They contrast this success with the slow-moving inefficiency of DAOs and point out how many NFT brands still lack basic hires like membership directors and communications leads. Market discussion centers on Bitcoin’s seasonal weakness in September and the potential for sharp rebounds in October and November, while SimpleFarmer joins to outline ApeChain’s new DeFi expansion. The show also touches on OpenSea’s comeback against Magic Eden and the launch of World Liberty Financial’s token.
💡 Tuesday
ThreadGuy’s KOL Tier List, OpenSea’s Future & The Case for Brand Coins
Cap and Steve unpack ThreadGuy’s KOL tier list, sparking a lively debate about the role of paid influencer marketing in Web3. The discussion shifts to how brands can use awareness and marketing spend effectively to build lasting value, before turning to OpenSea’s future and whether it can expand beyond crypto-native users. They close with a spirited look at brand coins as potential loyalty tools, weighing strong and weak examples and questioning whether this trend is the right path for onboarding the next wave of entrepreneurs.
🔗 Wednesday
Pump.fun Streaming Revenue + Web3 Playboys’ Upcoming Drop
Special Guests:
EJR - Head of Win-Together Ops: https://x.com/ejr_nft
Josh Ong - Cofounder, Bored Room Ventures: https://x.com/beijingdou
Web3 Playboys: https://x.com/web3playboys
Today’s show explored how streamers are launching tokens on Pump.fun and generating revenue through fan trading, raising questions about whether this model represents a new form of creator monetization or just another speculative trend. Cap and Steve also weighed in on the constant calls for OpenSea to release a token, arguing that the timing of such a move is critical. The highlight of the episode was a full interview with the Web3 Playboys team, who previewed their upcoming drop and shared their plans for carving out a distinct space in the NFT landscape while balancing community excitement with careful execution.
🤖 Thursday
Source: Shuttershock
Polymarket Wins U.S. Approval + PUNKS Comic Revived by Chris Wahl and Josh Blaylock
Polymarket secured CFTC approval to operate in the U.S., marking a major step forward for crypto prediction markets and reinforcing its rise as a breakout dapp on Polygon. Cap and Steve also broke down their current DeFi farming strategies, with Cap questioning whether OpenSea’s delayed airdrop and XP grind will do more harm than good. The episode wrapped with a discussion on the PUNKS Comic and MetaHero IP transfer to Chris Wahl and Josh Blaylock’s Post Punk Productions, and whether the brand can recover after Pixel Vault’s collapse and GFunk’s alleged mismanagement.
🥳 Friday
Yuga’s HV-MTL Pump, Pudgy Party Buzz & Case.fun Gamifies Trading Onchain
Special Guests:
Mario - Cofounder of Case.fun: https://x.com/casedotfun
Cap takes a close look at Yuga’s HV-MTL surge after billionaire Adam Weitsman’s acquisition, considering whether new ownership can unlock fresh momentum for the game. Pudgy Penguins continue to expand their ecosystem with Pudgy Party, a social login game where rarity drives market value and early NFT sales are already moving. Special guest Mario from Case.fun introduces the platform’s case-opening model that always delivers rewards like tokens, NFTs, airdrops, or CS2 skins while boosting liquidity for onchain dapps. The episode wraps with macro analysis as CME puts the odds of a September 17 Fed rate cut at 99%.
🎓 Quick Take For Newcomers
Why Prediction Markets Matter: Polymarket’s U.S. approval is a milestone for crypto adoption. Prediction markets turn opinions into tradable positions, letting users bet on events like elections or sports with real money. Beyond speculation, they crowdsource information and often forecast outcomes more accurately than polls or pundits. For newcomers, they highlight one of crypto’s most powerful traits: using markets as open tools for insight, not just trading.
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Have a wonderful, wonderful weekend everybody!
DISCLAIMER: This newsletter contains information presented solely for educational purposes and should not be interpreted as financial or investment advice. Any investment decisions should be made after consulting with qualified professionals. Please be aware that I may own several digital assets discussed in this publication.