The post suggests that the strategy employed by Luca to improve the Pudgy Penguins NFT ecosystem has been highly effective, leading to a positive expected value (+EV) for ecosystem involvement. This implies continued strong performance for Pudgy Penguins NFTs. However, the author cautions that a similar "V-shaped recovery" seen in Pudgy Penguins is unlikely for Pumpfun due to significant prior losses incurred by its users.