Market Trends - The Labubu craze has paved the way for the resurgence of Japan's Munchi character [1] - Munchi is becoming a trendy fashion accessory, evidenced by social media posts and K-pop star Lisa from Blackpink browsing the merchandise [2] - Collectibles like Munchi are increasingly used to express personal style [3] Sales Performance - Munchi's sales have more than doubled in the year ending February 2025 [3] - Approximately 40% of Munchi's sales now originate from overseas, indicating a global appeal [3] Market Projections - The global keychain pendant market is projected to reach $28.1 billion by 2033 [3]

Market Trend & Industry Dynamics - Blind box craze is catching on across the economy, with various industries offering their own versions [1] - PopMart, behind the Labubu character, is at the forefront of the blind box phenomenon [2][7] - Blind boxes gained popularity during the pandemic due to budget-friendly splurges for emotional pick-me-ups [4] - The emotional economy drives the appeal of blind boxes, offering a thrill of uncertainty and potential for rare finds [8] - Government expresses conflicted messaging about the blind box craze, balancing pride in Chinese soft power with warnings about addiction [5] Consumer Behavior & Spending - A 23-year-old student spends $55 per month on blind boxes [3] - Prices average from $9 to $30 per blind box [3] - One collector owns 150 blind boxes [3] - Curiosity about the contents motivates customers to repeatedly purchase blind boxes [4] Company Strategy & Marketing - PopMart markets blind boxes online and through vending machines [4] - PopMart's packaging significantly contributes to the allure of Labubu [7]

Core Insights - Pop Mart's net profit surged nearly 400% in the first half of the year, reaching $636 million, significantly exceeding estimates of a 350% rise for the entire year [1][5] - Revenue increased by 204.4% to approximately $1.93 billion, outperforming the 62% growth from the same period last year [1] - The explosive demand for Labubu dolls, particularly in overseas markets, has driven this growth, with the toys selling for higher prices and generating larger margins in regions like North America [2] Sales and Market Performance - Labubu sales are projected to exceed 10 million units per day by September, with foreign sales expected to surpass domestic sales this year [7] - "The Monsters" intellectual property, which includes Labubu dolls, accounted for 34.7% of Pop Mart's total revenue [8] Product and Marketing Strategy - Labubu dolls are sold in "blind boxes," creating a collectible market where certain rare designs can fetch high prices, with one figurine recently selling for $150,000 at auction [3] - Celebrity endorsements from figures like K-pop singer Lisa, Rihanna, and David Beckham have contributed to the popularity of Labubu dolls [4] Expansion and Retail Presence - Pop Mart operates 571 retail stores and 2,597 robot shops across 18 countries and regions, with plans to open 100 new outlets outside mainland China this year [11] - The company recently opened a megastore in Iconsiam, a large shopping center in Bangkok [10]

Project Overview - New DeFi x NFT x Collectibles project launching on BNB Chain [1] - Project aims to be a breakout story on BSC [1] Tokenomics - Unique tokenomics featuring daily burn [1] - Token buybacks with 100% of revenue [1] Team & Community - Project built in stealth by a cracking team [1] - Fast-growing community [1] Call to Action - Follow @WeAreOddshot and join the presale [1]

Collectors are shelling out thousands for highly realistic baby dolls and doting on them as if they were human children. “People think it’s insane because it’s a doll.” https://t.co/y9x7XzlYpp ...

Market Trends - Ordinals are underperforming, with SOL NFTs now exceeding their value [1] - The collectibles on the largest/most important chain not having value is counterintuitive [1]