Feb. 19 at 1:16 PM
$TOON I’ve said for a while Mainframe Studios will be the main driver if Winnie the Pooh doesn’t break out. I’m bullish on It’s Andrew and waiting for US/global release where monetization really scales. Two new original IPs for Mainframe Studios signal a shift from pure contract work to hybrid, meaning Kartoon Studios is betting on Mainframe’s upside, especially alongside legacy IP like ReBoot.
Frederator Studios is playing the long game with Bee and PuppyCat and Bravest Warriors via the Toho deal: build merch first, then expand content (similar to their Godzilla strategy internationally).
Less bullish near-term on Bitcoin Brigade, the live-action Real Santa film, and the Stan Lee projects—Silver Sentinel & Heroes at large, they’re too far out. Mainframe execution is key in the next year or two. Comparing animation style of Its Andrew to SHK or shaqs garage, mainframe blows them out of the water. Bitcoin brigade hopefully breaks out like pokemon or yugio