Cap and Steve unpack the $20 million sale of the CryptoPunks IP from Yuga Labs to a newly formed nonprofit, debating whether the move marks a smart strategic refocus or a missed opportunity for Yuga's original Web3 ambitions. They also call out the lack of transparency in Ethos’ recent validator NFT drop, where some contributors were snubbed in favor of low-activity recipients. The second half pivots to Abstract Chain strategy, where XP farming mechanics and Big Pudgy NFT bonuses are driving a fresh round of speculation and optimization.

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