Featuring: Grand Arena Fantasy Binder ft. Chastifall ✨📖
Here’s a showcase of my personal Fantasy Binder heading into Grand Arena – Season 1.
The layout might look a bit chaotic (placement isn’t perfectly optimized yet 😅), so let me break down how this composition actually works and why I built it this way.
🧠 Core Concept: Scheme / Augment Cards
This binder heavily relies on Scheme (Augment) cards—they’re the backbone of the entire setup.
I personally chose this package because I believe it will be a solid, staple lineup for casual spenders throughout the whole season.
📜 What’s Inside the Binder?
1. Dress to Impress
Why? Because who doesn’t want to see their Moki rocking kimonos? Style matters. 👘✨
2. Divine Intervention & Midnight Strike
The classic yin–yang combo. Balanced, powerful, and always satisfying to slot together.
3. Whale Watching
You’ll notice I’m running a purple card set here—and yes, that’s intentional.
Why work harder when you can let the whales do the heavy lifting for you? 🐋
Absolute no-brainer.
4. Rainbow Riot
Why? Because every fantasy lineup deserves to be eye candy. 🌈
Function and flair.
5. Aggressive Specialization
My main Moki is a bruiser, so this was a natural direction.
Is it guaranteed? Maybe not.
Will it be fun to watch unfold? Absolutely.
6. Wart Rodeo
This will be my main competing team for premium contests.
I locked these cards at Epic to aim for a more stable placement—hopefully. 🤞
💡 Extra Tip for New Players / Low Budget Builds
If you’re just starting or playing with a tight expense cap:
👉 Go Rare cards of 1/1 + Whale Watching Scheme.
Simple, efficient, and surprisingly effective.
@Moku_HQ #GrandArenaBinder
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
$RONKESTR is NOW Tradable!
The first and the north star token in the Ronin Strategy ecosystem!
🔗: https://t.co/SxY57DssKt
CA: 0x404533a09BF281199CE6b0eF60b7eff7123FF8dC
*REMINDER!: Buy fees start at 99%, dropping 1% per minute until reaching 10% — anti-sniper measure.*
More info:
GM ! $Ronkestr TGE Rescheduled to November 19th at 9 AM EST
We are currently experiencing widespread infrastructure issues affecting multiple platforms reliant on Cloudflare services, including the Ronin Marketplace and the Ronin Wallet.
Due to the nature of this external provider's service disruption, our development team advises that this downtime could persist and lead to ongoing stability issues.
To ensure a smooth and stable launch experience for all users, we have made the decision to postpone the Token Generation Event (TGE). The TGE will now take place tomorrow, November 19th, at 9:00 AM EST
Preseason. Tuesday Nov 18 @ 10am EST/11pm PH.
Thank you Moki fam for giving us a bit more time, here are some updates for launch
👉🏻 Mokis can only train for the same duration twice in a row.
👉🏻 Bulk training is being added!
👉🏻 Improvements to mobile UI/UX, training flow, and match results screen.
Moki Mayhem matches will officially start Tuesday Nov 18 @ 7pm EST/ Nov 19 @ 8am PH, so your Mokis will have a bit of time to train before matches begin!
BREAKING: PIXELS SPOTTED ON PAWN STARS!
@cloudwhite & @Jihoz_Axie stopped by the legendary @GoldSilverPawn Shop in Las Vegas to pawn a top-tier NFT Land.
Think Rick’s ready to make a deal for a Space Land?