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[GDVERSE @GD_Verse]

@PhilstarNews pakisilip na din ang San Mateo Landfill @PhilstarNews . wala pa sunog pero amoy sa buong san mateo ang baho ng landfill. mukhang kulang kulang sa sanitary maintenance.

[GDVERSE @GD_Verse]

@dearseki @nixeniego @Jihoz_Axie try it

[GDVERSE @GD_Verse]

@web3_shadowking share more. im interested

[GDVERSE @GD_Verse]

@Joellimsj @cloudwhite i remember this! we could have a soft land but he rekt us. can you share this now @nixeniego ?

[GDVERSE @GD_Verse]

@HunterTV_ how you start this? care to share the link?

[GDVERSE @GD_Verse]

@AxieArtGallery RUGMon! biggest game on ronin. very successful

[CoinGecko @coingecko]

NEWS: @KeetaNetwork to acquire a bank, with 35M $KTA (~$9M) allocated from its strategic reserves to support the effort.

[Keeta @KeetaNetwork]

Keeta is expanding its capabilities.

Full details in the letter.

[Luis Buenaventura @helloluis]

Here's a potentially controversial headline for you: I believe that the $0.20 to $0.40 price range is fair for $RON, given its current performance as a business.

Let's do a comparison vs established brands like @Nintendo, @Roblox, etc. One way to do this is to get a company's lifetime user accounts (meaning every user who had ever created an account, including the ones that never played even once) and dividing that number by that company's market cap.

What you'll end up with is a rough "value per user," which tells us how much a company expects to earn from a customer over the course of their lifetime with them.

I believe that @Ronin_Network, @AxieInfinity , and @SkyMavisHQ have now been around long enough to apply a similar kind of math, because their hype-driven days are largely behind them.

In general, the "minimum value per user" for these established gaming brands is somewhere in the $100 to $200 range.

Nintendo seems to be the one with highest market cap relative to its user numbers, but that's because it has a popular hardware business. @EA seems to be on the lower side, but I think that's only because they were acquired by the Saudis just 2 months ago. Meanwhile, @Roblox is leading the pack in terms of downloads and daily actives, although its younger audience tends to imply less revenue.

The table shows how Ronin stacks up against these other brands.

We know that Axie Infinity had a peak of 2.8M monthly actives, and we know that @pixels_online claims it has 10M lifetime users (although some were from before it moved to Ronin). For the purposes of this comparison, we'll be generous and assume that there are 10M lifetime players across all Ronin games, although my pessimistic estimate would be closer to 7M.

With 10M lifetime users, Ronin's $130M market cap initially feels underpriced. Given the other companies' user-values of ~$100, shouldn't it be more like $1B?

I think the basic problem here is that the "$100-200 revenue per user" number is really tough to defend given Ronin's playerbase. After all, how much do you expect the average Pinoy to spend on their web3 games? I'd say the average would be closer to $40. (Heck, most of them actually expect to be PAID to play web3 games, so technically they're cost centers, not revenue generators.)

To recap:

Our OPTIMISTIC analysis indicates 10M Ronin users multiplied by a $100 lifetime value per user, implying a $1B market cap and a $1.00 token price.

Our PESSIMISTIC analysis indicates 7M Ronin users multiplied by a $40 lifetime value per user, implying a $280M market cap and a $0.28 token price.

So while it fluctuates within the $0.20 to $1.00 range, I think $RON is fairly priced, and I would only buy back in if it dropped to $0.10 ... or there was a significant increase in their user numbers.

A $RON price above $1.00 feels like we are back in speculative hype territory.

#cryptoph

[GDVERSE @GD_Verse]

@vert1dkrn is there a basketball fantasy in crypto version?

[GDVERSE @GD_Verse]

@0xHokageRon @roninball_ @ULTIMOO52 @brunoark2024 @Kleber_Rocha_ @JJNFT2322 nice! thanks! @0xHokageRon

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[GDVERSE @GD_Verse]

@_TheHoliday @Moku_HQ any advantage of locking? locked mine several ages ago

[Games Quality Zone @GQ_Zone]

🚨 10 GTD WHITELIST GIVEAWAY! RONINBALL 🚨
The next generation of fantasy basketball is here! We are giving away 10 Guaranteed Whitelist (GTD) spots for @RoninBall_!

RoninBall is the new P2E sports strategy game where you Collect, Trade, and Draft Player Shares in real ballers. Your shares automatically enter tournaments, earning you Tournament Points to rip open new Player Packs! Build your dream squad on @Ronin_Network!

✅ HOW TO ENTER (FOLLOW ALL RULES TO QUALIFY!)
⚠️ STRICT RULE: If you fail to complete any step below, you will be disqualified! ⚠️

1. FOLLOW ALL: @roninball_, @GQ_Zone, and @Ronin_Network

2. JOIN DISCORD: You must join the official Discord: https://t.co/VZmSEGkywp

3. COMMENT:
Tag 3 friends!
Drop your Ronin Wallet Address for prize distribution!

4. ENGAGE: Like & RT this post!

WINNER INFO:

Winners will be announced in 48 hours! They will be chosen via https://t.co/qWwG7D3EuC (and possibly live on stream at https://t.co/6XEs8zrVjb).

Thanks to @Ronin_Network for consistently delivering the best platform for Web3 gaming!
P.S. Remember to hit that follow button on my Twitch! Only subscribers are eligible for exclusive NFT giveaways on my streams!

#RoninBall #Ronin #Giveaway #Whitelist #NFTMint #P2E #Web3Gaming #Basketball

[GDVERSE @GD_Verse]

@GQ_Zone @roninball_ need the packs!

@Queen_MT8 @Astariste @urinalbawl

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[MarkoPoloNFT.ron⚔️🇵🇭🇬🇧 @markopoloNFT]

🏀Whitelist giveaway!🏀

I got 5 GTD to share with you:

-Follow @roninball_ and @markopoloNFT
-Like & RT
-Tag 3 friends
-Drop your Ronin address (No RNS)
-Join discord: https://t.co/lw6vU01lEF

Raffle in 48 hours.
Check the 2nd Image on how @roninball_ works.

[GDVERSE @GD_Verse]

@markopoloNFT @roninball_ need one! @Astariste @Queen_MT8 @midopals

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[hokage.ron @0xHokageRon]

🏀 RONIN BALL GIVEAWAY! 🏀

5 GTD 🎯

To enter:
1️⃣ Follow @0xHokageRon & @roninball_
2️⃣ Like ❤️ & RT 🔁
3️⃣ Tag 3 friends 👥
4️⃣ Drop your Ronin address (NO RNS) ⬇️
5️⃣ Join Discord: https://t.co/7vUuTxuyue

⏳ Ends in 48h!

[GDVERSE @GD_Verse]

@0xHokageRon @roninball_ i need this! @Astariste @Queen_MT8 @nixeniego

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[GDVERSE @GD_Verse]

back to gaming token

[Ronin @Ronin_Network]

RON Buybacks: Unleashing the Ronin Treasury

Ronin’s sleeping giant is waking up.

Over the past four years, the Ronin Treasury has accumulated a massive trove of tokens.

This silent stockpile has been growing in the shadows for too long.

We’re ready to unleash the beast.

On September 29th, the Ronin Treasury will begin buying RON from the open market.

This will benefit all RON holders from everyday Web3 gamers and NFT collectors to RON holders with conviction in our movement.

Here’s what’s happening 🧵👇

[ABS-CBN News @ABSCBNNews]

Hundreds of residents, church leaders, and youth groups staged a rally and motorcade protest in Hagonoy, Bulacan, on Saturday, September 20, to express dismay over the flood control fiasco.

The protesters marched through floodwaters with placards calling for accountability. | via @chedcgatchalian