lost in multi

finance graduate, 23

decoding the business of gaming 🎮 EA sports - GTA - NBA 2K

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I grew up on 2K and FIFA. spent years wondering why nobody was talking about gaming the way they talk about real businesses

I cover monetization models, stock moves and why your favorite gaming franchise is worth more than most most countries gdp. sounds interesting? follow me

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@0xSweep markets had gotten ahead of the diplomacy and now they're catching up to reality

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@BitcoinMagazine this gives crypto a fallback path if the bill keeps stalling. imperfect regulatory clarity from an agency is still more than the current limbo everyone's been operating under

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@Genki_JPN I think people are also buying because games like 2k cost way more

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@WatcherGuru $SPCX currently trading below its IPO with billions in short interest stacked against it. a $600 bull case is a long way from where sentiment sits

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@BullTheoryio if true, this explains a lot about why market reactions to Iran headlines keep whipsawing

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@charlieINTEL this is tough. just wished the console didn't have the wolverine face

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gen xers joing boomers in leaving the workforce early is the detail that should worry every company planning for institutional knowledge transfe

boomers retiring was expected. gen x checking out a decade ahead because their portfolio got luck is a new problem no one planned staffing pipelines around

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@coinbureau the leap to a crypto native platform assumes a trust and UX transition that hasn't fully happened yet, even if the tokenization trend is real

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Nasdaq climbing nearly 5% in a week with $NVDA leading the charge is the kind of broad based strength that doesn't happen on hype alone. strong earnings across many sectors backed this move up

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@AshCrypto bitcoin:native volatility makes it an imperfect hedge even in a currency collapse scenario. stablecoins have seen more practical adoption for this use case in Argentina

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@Cointelegraph doubling in a year is a strong growth rate 🔥what's driving it most? more users or existing users spending more?

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@PolymarketMoney buying back your own stocks while also becoming a net buyer of other companies stock in the same quarter is Buffet putting real conviction behind both calls

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@tak_taken @Pirat_Nation they were demos to be fair

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@AshCrypto small caps and altcoins have historically correlated during certain regimes but assuming that pattern automatically repeats this cycle skips a lot of the structural differences between 2017/2021 and now

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@Mr_Derivatives four red reactions doesn't create pressure for a green one. each earnings report is judged independently, the market doesn't owe you a reversion just because a pattern's been consistent

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@Vivek4real_ if this does pass, it removes one of the more investor friendly crypto tax frameworks in Europe, that's a structural change worth tracking closely

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@cryptofergani crypto had a rougher macro-driven year with etf outflows and rate uncertainty weighing on it more than equities

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this number is impressive and it's also preorder revenue meaning Take-Two books it now and has to deliver a game that justifies it later

gta 5 took 3 days to hit $1 billion in total sales in 2013 and gta 6 is generating comparable revenue purely on anticipation before launch

[Variety @Variety]

Take-Two Interactive Reaches $1.4 Billion in Sales During 'GTA 6' Preorder Opening Quarter https://t.co/tj5OhPoQC0

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and everyone who is mad about the paywall, aren't mad enough to skip it. that's the signal. gta 6 is the only release in gaming history that can make a 6 hour netflix exclusivity feel like an event

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🧵Rockstar did something no game has ever done. releasing gta 6's extended look on netflix before it its youtube is a statement about which media category this release belongs to now

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gta 6 footage dropping on their platform first is a strategy that pulls in an audience netflix doesn't normally reach, gamers who currently don't pay for streaming subscriptions just to watch trailers