When will Pop Mart collapse? It's still early!

BAYC is self-high in the circle, with a peak floor price of 200 ETH * 4000 USD = 800,000 USD each. Labubu is a global hotspot, with currently rare versions priced at several thousand USD each. When some rarer ones reach 1 million USD each, top-tier rare ones will be auctioned for 2 million USD each.

The collapse of BAYC is due to the ease of NFT issuance, leading to an explosive increase in quantity, compounded by Blur accelerating NFT liquidity, making control no longer feasible, resulting in a collapse of consensus.

The issuance, circulation, sales, and operation of Labubu all test the level of expertise; there is no capable competitor that can compare, and thus the rare versions in the secondary market will not be diluted by any competitors. Additionally, without a mature circulation market, the pricing power is relatively well controlled.

Under the blind box mechanism, if you draw one you don't like, you comfort yourself by saying it's still quite cute; finally drawing one you like, you spend more money, saying that it's priceless to make yourself happy; drawing an ultra-rare one makes you feel like you've made a profit, and it can also appreciate in value.

Therefore, stock prices may drop due to regulation or any short-term negative news, but in the long run, it will continue to rise, becoming the new generation's Hermes.

Of course, I personally would never buy stocks with a PE over 100 right now, but I would also never short it—however, if in the future I get an opportunity with a PE below 40, it should be a key evaluation for whether there is a suitable opportunity.

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