Observations from the Trading and Investment Perspective Behind Labubu's Explosion

Recently, the Labubu toy from Pop Mart has exploded in popularity, accompanied by a surge in its stock. Labubu was originally designed in 2015, but it only began to gain attention after being signed by Pop Mart in 2019. In 2024, Lisa and a Thai princess wore Labubu in public, making it a hot topic and triggering a buying frenzy in Thailand, Vietnam, Singapore, and other places. The uncertainty of blind boxes and rare styles has become a hot topic on social media, with many people sharing their collections, further influencing more people to learn about Labubu. In the case of supply not meeting demand, the second-hand prices continue to rise, with some styles even increasing to thousands or tens of thousands. At the Yongle Spring Auction in 2025, a mint-colored first-generation Labubu was sold at a high price. This situation, which not only allows for collection but also has profit potential, has driven more speculators to participate, further increasing the popularity of Labubu and the stock price of Pop Mart.

The Insights of Labubu's Explosion on Trend Development

The explosive process of Labubu actually demonstrates a typical process of trend development. From the influence of top celebrities and the Thai princess, to fans sharing, then to changes in supply and demand affecting products and the stock market, and finally attracting more investments and users wanting to earn profits. This process continuously drives more people to invest resources, forming the entire upward trend. However, trend development is not infinite, as both people and resources are limited. Therefore, continuous growth in trends will eventually stop. Some trends develop slowly with slow reversals; others develop quickly and fall quickly. When rapid rises occur in a short time, prices often far exceed intrinsic value, causing holding funds to tend to settle after making profits, leading to rapid price declines. This kind of sharp rise and fall has also been reflected in previously popular products like Be@rbrick.

Summary and Reflection on the Explosive Trend of Labubu

Through the explosive popularity of Labubu, we can once again observe the process of trend development. This process involves continuously penetrating more people to invest resources, and different stages will affect different people. However, trends do not grow endlessly, because both people and resources are limited. Therefore, the growth of a trend will eventually stop; it's just that some things develop slowly, and the process of stopping is also slow, making it difficult for people to notice. On the other hand, some trends develop rapidly, penetrating more groups in a short time and forming explosive popularity. This rapid explosion often causes prices to far exceed their actual value in a short period, and due to the mismatch between price and value, speculative funds tend to settle after making profits, leading to sharp rises and falls. This kind of trend can be seen in historical events such as the Tulip Bubble, the stock markets of 2008 and 2015, and previous cases like the Be@rbrick phenomenon, and the underlying principles are actually the same.#labubu #卡尔达诺稳定币提案