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TEXXR

Chronicles

The story behind the story

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A look at the turmoil inside Pudgy Penguins, one of the most successful NFT projects, as community members clash with founders over the project's fate

There's trouble brewing in the huddle.  —  The beloved NFT project Pudgy Penguins voted out its founders on Thursday after they allegedly failed …

CoinDesk Tracy Wang

Context & Ripple Effects

Pudgy Penguins arrived at the peak of the 2021 wave, when community NFT projects became a new kind of financial and social status symbol online — but that same community structure is what turned on its creators here.

The vote to remove the founders marks a governance rupture rather than just another project scandal: within months the collection was sold on for 750 ETH and relaunched under new ownership, an attempt at a comeback in a crowded NFT market that only worked because the brand's value lived with holders, not the ousted team.

First-order effects

  • Pudgy Penguins' 8,888 NFT holders take direct control of the project's direction, while the founders lose both their leadership roles and the credibility premium attached to being its public face.

Second-order effects

  • The sale to new owners for 750 ETH shows the market pricing the community and brand separately from the founding team — a template other troubled collections can follow when founder drama threatens floor prices.

Third-order effects

  • If holder-driven ownership holds, Pudgy Penguins' later moves — real-world merchandising alongside BAYC and Doodles, the Pudgy World playground, and the Solana-based PENGU token reserving 23.5% of supply for NFT holders — point to NFT projects maturing into holder-aligned consumer IP companies rather than founder-led art drops.

The trend: NFT projects are shifting from founder-run collectibles toward holder-governed brands whose value is monetized through tokens, games, and physical goods.

Discussion

  • @carnage4life @carnage4life on x
    Yesterday, I tweeted a DAO is a chat room masquerading as a shareholder meeting. Today there's drama as members of the Pudgy Penguins NFT community who are upset that their NFT prices aren't spiking like Bored Apes have voted out the founders. https://www.coindesk.com/...
  • @janstette Jan Stette on x
    I challenge anyone to read this article and not conclude that the world has gone completely mad. https://www.coindesk.com/...
  • @merket @merket on x
    The industry needs accountability and credibility. DAOs are great until there are major disagreements. Brands and artists deserve more. https://www.coindesk.com/...
  • @samhouston Sam Houston on x
    NFT projects are looking like get rich quick schemes more and more. For the founders. Create a project with a small team, start a discord server and sell several million dollars worth of jpegs, then bounce. https://twitter.com/...
  • @coindesk @coindesk on x
    The clash over the beloved project @Pudgy_Penguins is raising governance questions surrounding NFT communities. @0x_bae reports. https://www.coindesk.com/...
  • @mikejcasey Michael J. Casey on x
    “There's trouble brewing in the huddle.” Great lede by @0x_bae. Nice headline, too. But the best is the story. Fascinating look at the challenges (and opportunities) for governance in the nascent world of NFT communities. https://www.coindesk.com/... via @coindesk
  • @wuestenigel @wuestenigel on x
    Nice summary by @0x_bae Floor appreciated https://www.coindesk.com/...
  • @alphaxchange @alphaxchange on x
    As we been reporting live with updates all week. There is now more news coming out. Here is a good read on all of it. @Pudgy_Penguins @CoinDesk were does the state of @Pudgy_Penguins stand let us know #NFTCommunity #NFTs #eth #opensea https://www.coindesk.com/...