Pudgy owns the ETH bounce (2026)

Data window: Jul 3, 09:23 AM to Jul 10, 09:00 AM UTC-5. Data cutoff: Jul 10, 09:00 AM UTC-5 for collection floors and marketplace checks; ETH spot was checked near 10:00 AM UTC-5.

Pudgy Penguins stands out on this week's long side. ETH rose 3.31% over seven days to $1,800.03, but BTC rose 3.97% over the same window and ETH/BTC slipped from 0.02814 to 0.02796, so the macro tape helped NFT USD marks without giving ETH-denominated floors a free pass. 1 2

The five tracked collections split into three buckets: Pudgy Penguins showed price and bid repair, Azuki kept the best 7-day floor gain but gave back 8.9% in the final day, and CryptoPunks rose on the week despite a reported 0.00 ETH 24h volume field that conflicts with visible high-value activity. 3 4 5

ETH ETF flows improved from a prior -$13.7M window to +$37.5M for Jul 6-9, with +$23.3M on Jul 6, +$26.9M on Jul 7, $0.0M on Jul 8, and -$12.7M on Jul 9; the Jul 8 total should be treated cautiously because the collected data flags it as anomalous against individual fund lines. 6 That backdrop supports selective bidding rather than broad beta exposure.

Collection dashboard

Pudgy Penguins: price and bid repair

Floor: 4.5779 ETH, up 0.1081 ETH / 2.42% over seven days and up 3.1% over one day. 3
Bid and supply: The top bid was 4.47 WETH, the bid/floor ratio improved to 0.9764 from 0.971, listed supply was 2.5% versus 2.4%, and unique ownership was 5,086 wallets / 57.2%. 3
Tape: 24h volume was 69.72 ETH, and visible activity showed 12-plus sales clustered from 4.47 ETH to 4.99 ETH. 3 7
Trade: A floor hold above 4.50 ETH with bid/floor near 0.97 keeps Pudgy Penguins viable for controlled entries. A break back below 4.47 ETH would put the sweeper return in doubt. 3

Azuki: momentum with pullback risk

Floor: 1.0208 ETH, up 0.0608 ETH / 6.33% over seven days, but down 8.9% over one day. 4
Bid and supply: The top bid was 0.944 WETH, the bid/floor ratio improved to 0.9248 from 0.899, listed supply rose to 4.8% from 4.3%, and unique ownership was 4,416 wallets / 44.2%. 4
Tape: 24h volume was 28.11 ETH, and visible sales clustered near the floor from 0.948 ETH to 1.12 ETH with no sale at or above 3 ETH on the visible activity page. 4 8
Trade: Azuki reclaimed the 1.0 ETH area, but the bid/floor ratio is still below 0.96 and listed supply expanded by 0.5 percentage points. The clean entry is a retest that holds 1.0 ETH without another supply push. 4

CryptoPunks: premium trades, messy volume field

Floor: 32.44 ETH, up 1.19 ETH / 3.81% over seven days and flat over one day. 5
Bid and supply: OpenSea did not show a comparable top bid; listed supply was unchanged at 11.1%, and unique ownership was 3,825 wallets / 38.3%. 5
Tape: The reported 24h volume was 0.00 ETH, but the visible activity page showed large sales including CryptoPunk #7360 at 140.00 ETH and #382 at 123.00 ETH. 5 9
Trade: The floor gain is real, but the volume field is not clean enough for a high-confidence breakout read. Traders should require strength above the current 32.44 ETH floor or a cleaner marketplace volume print before adding risk. 5

BAYC: repaired bid, flat floor

Floor: Bored Ape Yacht Club (BAYC) traded at a 9.1476 ETH floor, up 0.0076 ETH / 0.08% over seven days and down 1.1% over one day. 10
Bid and supply: The top bid was 8.95 WETH, the bid/floor ratio improved to 0.9784 from 0.964, listed supply rose to 3.3% from 3.2%, and unique ownership was 5,623 wallets / 56.2%. 10 11
Tape: 24h volume was 38.87 ETH, and visible activity included BAYC #3253 at 31.00 ETH, #4691 at 19.00 ETH, and #641 at 10.75 ETH. 10 12
Trade: BAYC is a hold, not a chase. Bid repair is useful, but a 0.08% weekly floor move lagged ETH badly, so new entries need either a tighter floor near 9.0 ETH or a push through recent premium-sale levels. 1 10

Doodles: small repair, still thin

Floor: Doodles traded at 0.4244 ETH, up 0.0084 ETH / 2.02% over seven days and flat over one day. 13
Bid and supply: The top bid was 0.415 WETH, the bid/floor ratio improved to 0.9778 from 0.959, listed supply was 2.5%, and unique ownership was 4,516 wallets / 45.2%. 13
Tape: 24h volume was 7.59 ETH, and visible activity included Doodles #6854 at 2.35 WETH, #50 at 0.60 WETH and 0.599 WETH, and #2552 at 0.50 ETH. 13 14
Trade: Doodles is a risk-control setup until volume broadens beyond isolated above-floor sales. The bid/floor ratio is tight, but the 0.4244 ETH floor and 7.59 ETH 24h volume do not justify prioritizing new entries over stronger Pudgy Penguins or BAYC structures. 13

Execution map

The working order for new risk is Pudgy Penguins first, Azuki only on a disciplined retest, BAYC as a cautious hold, CryptoPunks after cleaner confirmation, and Doodles as risk-control first. Pudgy Penguins stands out because it combines a 7-day gain, positive 1-day move, near-0.98 bid/floor ratio, and visible floor-level activity clustering inside the current floor range. 3 7

Marketplace coverage is still incomplete. Blur returned usable BAYC data with a 9.1476 ETH floor and an 8.61 ETH bid pool, while Magic Eden's tested Ethereum BAYC collection URL returned unavailable. 11 15 Cross-market arbitrage reads should therefore stay secondary to the OpenSea floor, bid, activity, and listing data used above.

Cover image: AI-generated market-data illustration.

References

1
CoinGecko — Ethereum price
coingecko.com
2
CoinGecko — Bitcoin price
coingecko.com
3
OpenSea — Pudgy Penguins
opensea.io
4
OpenSea — Azuki
opensea.io
5
OpenSea — CryptoPunks
opensea.io
6
Farside Investors — Ethereum ETF Flow
farside.co.uk
7
OpenSea — Pudgy Penguins activity
opensea.io
8
OpenSea — Azuki activity
opensea.io
9
OpenSea — CryptoPunks activity
opensea.io
10
OpenSea — Bored Ape Yacht Club
opensea.io
11
Blur — Bored Ape Yacht Club
blur.io
12
OpenSea — BAYC activity
opensea.io
13
OpenSea — Doodles
opensea.io
14
OpenSea — Doodles activity
opensea.io
15
Magic Eden — BAYC Ethereum collection
magiceden.io

Collection dashboard

Pudgy Penguins: price and bid repair

Floor: 4.5779 ETH, up 0.1081 ETH / 2.42% over seven days and up 3.1% over one day. 3

Bid and supply: The top bid was 4.47 WETH, the bid/floor ratio improved to 0.9764 from 0.971, listed supply was 2.5% versus 2.4%, and unique ownership was 5,086 wallets / 57.2%. 3

Tape: 24h volume was 69.72 ETH, and visible activity showed 12-plus sales clustered from 4.47 ETH to 4.99 ETH. 3 7

Trade: A floor hold above 4.50 ETH with bid/floor near 0.97 keeps Pudgy Penguins viable for controlled entries. A break back below 4.47 ETH would put the sweeper return in doubt. 3

Azuki: momentum with pullback risk

Floor: 1.0208 ETH, up 0.0608 ETH / 6.33% over seven days, but down 8.9% over one day. 4

Bid and supply: The top bid was 0.944 WETH, the bid/floor ratio improved to 0.9248 from 0.899, listed supply rose to 4.8% from 4.3%, and unique ownership was 4,416 wallets / 44.2%. 4

Tape: 24h volume was 28.11 ETH, and visible sales clustered near the floor from 0.948 ETH to 1.12 ETH with no sale at or above 3 ETH on the visible activity page. 4 8

Trade: Azuki reclaimed the 1.0 ETH area, but the bid/floor ratio is still below 0.96 and listed supply expanded by 0.5 percentage points. The clean entry is a retest that holds 1.0 ETH without another supply push. 4

CryptoPunks: premium trades, messy volume field

Floor: 32.44 ETH, up 1.19 ETH / 3.81% over seven days and flat over one day. 5

Bid and supply: OpenSea did not show a comparable top bid; listed supply was unchanged at 11.1%, and unique ownership was 3,825 wallets / 38.3%. 5

Tape: The reported 24h volume was 0.00 ETH, but the visible activity page showed large sales including CryptoPunk #7360 at 140.00 ETH and #382 at 123.00 ETH. 5 9

Trade: The floor gain is real, but the volume field is not clean enough for a high-confidence breakout read. Traders should require strength above the current 32.44 ETH floor or a cleaner marketplace volume print before adding risk. 5

BAYC: repaired bid, flat floor

Floor: Bored Ape Yacht Club (BAYC) traded at a 9.1476 ETH floor, up 0.0076 ETH / 0.08% over seven days and down 1.1% over one day. 10

Bid and supply: The top bid was 8.95 WETH, the bid/floor ratio improved to 0.9784 from 0.964, listed supply rose to 3.3% from 3.2%, and unique ownership was 5,623 wallets / 56.2%. 10 11

Tape: 24h volume was 38.87 ETH, and visible activity included BAYC #3253 at 31.00 ETH, #4691 at 19.00 ETH, and #641 at 10.75 ETH. 10 12

Trade: BAYC is a hold, not a chase. Bid repair is useful, but a 0.08% weekly floor move lagged ETH badly, so new entries need either a tighter floor near 9.0 ETH or a push through recent premium-sale levels. 1 10

Doodles: small repair, still thin

Floor: Doodles traded at 0.4244 ETH, up 0.0084 ETH / 2.02% over seven days and flat over one day. 13

Bid and supply: The top bid was 0.415 WETH, the bid/floor ratio improved to 0.9778 from 0.959, listed supply was 2.5%, and unique ownership was 4,516 wallets / 45.2%. 13

Tape: 24h volume was 7.59 ETH, and visible activity included Doodles #6854 at 2.35 WETH, #50 at 0.60 WETH and 0.599 WETH, and #2552 at 0.50 ETH. 13 14

Trade: Doodles is a risk-control setup until volume broadens beyond isolated above-floor sales. The bid/floor ratio is tight, but the 0.4244 ETH floor and 7.59 ETH 24h volume do not justify prioritizing new entries over stronger Pudgy Penguins or BAYC structures. 13

Execution map

Cover image: AI-generated market-data illustration.

Pudgy owns the ETH bounce

Collection dashboard

Pudgy Penguins: price and bid repair

Azuki: momentum with pullback risk

CryptoPunks: premium trades, messy volume field

BAYC: repaired bid, flat floor

Doodles: small repair, still thin

Execution map

References

Related content

Pudgy owns the ETH bounce

Collection dashboard

Pudgy Penguins: price and bid repair

Azuki: momentum with pullback risk

CryptoPunks: premium trades, messy volume field

BAYC: repaired bid, flat floor

Doodles: small repair, still thin

Execution map

References

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