Chaes

[Chaes @__Chaes__]

@vohvohh Yes please 👋🏻

[Kabuto King @KabutoKing_]

Kabuto King Giveaway 👑

Winner Receives:
👑 Autographed 1998 Japanese Vending Series II Kabuto

How to Win:
👑 Follow @KabutoKing_
👑 Like & Repost

This is the first of this card I have signed, and is EXTREMELY rare on its own!

A winner will be picked Monday evening. Good luck and thank you all!

[wab.eth @wabdoteth]

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year.

Pre-amble:
With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins.

There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh.

So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate.

Where we've found early PMF / what we're leaning into:

Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky.

Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality.

It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place.

Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $).

We have the playbook, it's just about iterating new concepts and then aggressively scaling.

Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand.

We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it.

I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge.

The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies.

Sappy Studio: I'm wrapping everything like Omnia, https://t.co/VgcGsK4cb0 and everything else into this category because they're all tangentially related.

Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards).

Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing.

For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet.

If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised.

Closing:

As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths.

Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

[wab.eth @wabdoteth]

Around 150,000 users yesterday on Roblox.

Broken well into the Top 1000 (0.01%) experiences range which is pretty unheard of to do organically.

All slowly becoming fans of Sappy.

[SAPPY @sappyseals]

The First Edition Sappy plush is now available.

$25 each, limited run, ships in time for Christmas.

https://t.co/u2YdkWlSJQ

[wab.eth @wabdoteth]

You can now purchase a Sappy plushie.

This is quite possibly the greatest Christmas gift you can purchase for a loved one in HISTORY.

Available while stocks last.

[wab.eth @wabdoteth]

Sora is so good for product marketing lol.

These will be available soon, in time for christmas.

[wab.eth @wabdoteth]

billions and billions and billions of sappy plushies will be distributed across the planet

[stormr @stormrdoteth]

All seals are eligibile for the Monad airdrop

Don't be lazy and claim asap, claims end November 3

[wab.eth @wabdoteth]

Four years is a long ass time, and it's making me feel old even thinking about it.

Still, pretty incredible to see the community growing faster than ever before...not often you see something in crypto exist for 4 years, let alone thrive.

Thank you all for your continued faith.

[SAPPY @sappyseals]

Sappy 4th Year Anniversary! 🦭

Thank you to everyone that has contributed to or supported Sappy over the years.

[Chaes @__Chaes__]

@yoshi_v1 Gmarf Yoshi

[Chaes @__Chaes__]

@doodles 👀

[Chaes @__Chaes__]

@doodles free

[doodles @doodles]

doodles are free?

but no actually.. this one is.
rt and comment “free” to enter.

[Chaes @__Chaes__]

@the_remby ARF

[Chaes @__Chaes__]

@ActuallyAgents 😂

[Chaes @__Chaes__]

@stormrdoteth @niftyisland @sappyseals Thank you 🤝🔥

[Chaes @__Chaes__]

🔥Thank you @niftyisland i just won this @sappyseals !🔥

He is now save and staked 💜

[Chaes @__Chaes__]

@scottishgonzo @niftyisland @sappyseals Thank you 😄 i'm verry happy with this amazing seal 🤝

[Chaes @__Chaes__]

@bakbox1 @niftyisland @sappyseals Arf Arf