Bold move from Azuki and I like to see it. They have been quiet over 2025, something I strenuously disagreed with. It's great to see this now starting to change. H. Moser & Cie is a very well respected brand. While all but a few of the whales are likely to buy one of the watches, make no mistake, this is a strong move that helps positions Azuki in the high end luxury category. Moser is an ultra high end watch brand here. It doesn't 'have the mass market branding that the likes of APs and Patek's have thanks to the celeb and social media influencers, but those who collect watches very much know and respect the brand. It's a good leap forward for both Azuki and NFT IPs and by far the strongest web3 x luxury brand partnership I have seen yet. Only RTFKT was leaning in that direction but the founders fumbled it all along the way. Also bullish like seeing Azuki announce an official advisory council of savvy and deeply experience web3 players like @adriannewman21 and @dingalingts. Azuki very much needed these kind of voices. Their great weakness has always been in the valleys between big moments. If they can bring consistent communication back and STRONGLY tie the web3 side to what they are building and build a convincing narrative, I think the ecosystem will fly again. Given the @moonbirds have had a comeback thanks to Spencer (who really helped build and strengthen the Pudgy brand behind the scenes with finances) and @pudgypenguins leading the charge, I think there is a strong case here for Azuki to have a catchup comeback IF the web3 side is laid out and the value prop clearly feeds back to the NFTs and token. It's not been clear yet which is why, at least the web3 ecosystem, has stalled out since the TGE. Seeing $PENGU at a 20x $ANIME, seems to me that there is quite a bit of room for $ANIME to surge some multiples here, at least back to near the TGE valuation over time, especially in an eth bull market. I expect speculative liquidity to come flooding back if the web3 value capture side is revealed and revealed to be strong. Transparently, for the first time since TGE, I have started buying $ANIME on this thesis of a comeback.
Azuki x H. Moser & Cie Introducing Elements of Time. A watch collaboration rooted in Swiss craftsmanship. Anchored on Ethereum. A tribute to the timeless, and to the onchain.
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