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i spent the last few weeks locking down my thesis for 2026 and building my core positions for the year
which position did i add the most size to????
$pengu
this is now my biggest meme bag
read on for my full thesis on why.....
i strongly believe memes will send again this year, but only the best memes
the core multi-cycle memes
i talked about multi-cycle memes a lot in 2025 and now we are in the window to execute on them before the comeback
to start off the year took a hard look at the $pengu fundamentals and chart and updated my bull case
and significantly added to my (already significant) position
pudgy was the biggest winner for the brand/ip meta last year and $pengu led in the meme catagory
igloo will absolutely run it back even harder this year
no brand in crypto comes close to the global awareness pudgy has
> pudgy rang the opening bell at the stock market
> they literally advise the american govt
...

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