You already know the name. Here's the full story. 🧵 We've been talking about Kayou for a while now — and a lot of you have been asking questions, grabbing packs, and getting curious. So let's zoom out and talk about why we're so excited about this one. Kayou was founded in China in 2011. For most of their existence, nobody outside of Asia paid much attention. Then something shifted around 2018 — they started building licensed card products around IP people actually loved, and the market responded in a way that almost never happens in this industry. In 2022 they did $570 million in revenue. In 2024? $1.4 billion. Nearly tripling in two years, in one market, selling trading cards. That's not a trend. That's a cultural moment. Here's what makes it different from just another card game trying to chase Pokémon: Kayou isn't chasing anyone. They built their own version of this industry from the ground up in the world's largest consumer market, proved the model works at massive scale, and are now expanding westward with properties that already have huge fanbases here — Naruto, My Little Pony, and more on the way. Tencent is invested. Sequoia is invested. They've filed for a Hong Kong IPO valued at $9.5 billion. This isn't a company hoping to become something. It already is something. The reason we pursued the flagship retailer relationship, the reason we went to GAMA Expo and sat down with their team, the reason we've been talking about this for months — is because we genuinely believe the US is about to have its own version of what happened in Asia. And we wanted our community positioned before that wave hits. The cards are on our shelves right now. Come see what the conversation has been about. 👇