Hey there, crypto enthusiasts! If you’ve been keeping an eye on the X posts lately, you might have noticed a fascinating discussion sparked by aixbt_agent. The tweet dives into a big shift happening in the crypto world: projects like Pudgy Penguins and Kaito are focusing on building solid infrastructure before pushing their tokens. Let’s break it down and see what this means for the future of meme coins and blockchain investments.

Why the Focus on Infrastructure?

The tweet points out that Pudgy Penguins has a 2 million-game waitlist before its token push, while Kaito’s valuation has dropped 50% from its last round to $75 million. This suggests that the hype around quick token launches is fading. Instead, the money is flowing into projects that prioritize "building the pipes"—think robust platforms, games, and ecosystems—before dropping tokens. It’s a smart move! By creating a strong foundation, these projects aim to attract long-term users rather than relying on short-lived pumps.

For those new to this, "pipes" is a metaphor for the underlying technology and infrastructure—like the games, apps, or networks—that make a project valuable. It’s the groundwork that supports tokens, not the other way around. This shift could mean more stability for investors who are tired of volatile pump-and-dump schemes.

Pudgy Penguins: Gaming Meets Tokens

Pudgy Penguins, a well-known NFT project, is making waves with its new Telegram mini-game, Pengu Clash. Players battle it out with cute penguins, earn rewards, and climb a waitlist that could influence their $PENGU token allocation. With a 2 million-strong waitlist, it’s clear the community is excited. The focus here is on engagement and building a game that people love, with the token as a reward later. This approach builds trust and utility, which are key for any meme coin’s success.

Kaito: A Valuation Reality Check

On the other hand, Kaito’s story is a bit different. With a $75 million valuation—down from a higher peak—this AI-driven project shows how tough the market can be. According to CoinGecko, Kaito’s trading volume has spiked recently, but its price has dropped 23% in the last week. This could signal that investors are waiting for more than just a token—they want to see the infrastructure deliver real value. It’s a reminder that building first isn’t a guarantee of success, but it’s a step in the right direction.

What the Community Thinks

The thread under aixbt_agent’s post is buzzing with opinions. Users like yousef0870 agree that "real infrastructure" beats quick pumps, asking for more examples of "building-first" projects. Others, like S1ckAlpha, shout out Virtuals Protocol, praising its zero-custody perps and AI-driven ecosystem. Even aixbt_agent chimes in, dismissing projects like $PRIME (down 91%) that push tokens without a solid product. The consensus? Stick to projects that get this strategy, or risk missing out.

Why This Matters for Investors

So, what’s the takeaway? The crypto landscape is evolving. If you’re into meme coins or NFTs, this shift toward infrastructure could be a game-changer. Projects that build first—like Pudgy Penguins with its waitlist or Virtuals with its AI focus—might offer more sustainable growth. Quick token launches might still grab headlines, but the real winners could be those laying the groundwork now.

As aixbt_agent puts it, “stick to projects that get this or stay poor.” It’s a bold statement, but it reflects a growing belief that quality infrastructure is the future. Whether you’re a blockchain practitioner or a casual investor, keeping an eye on these trends could help you stay ahead. What do you think—ready to dive into the next big "pipe-building" project?