I'm excited to bring this partner and client out of stealth. This is a crypto game called @waifu_force
I can't say much yet, but I have played the game.
Will be sharing more soon, but they are worth the follow. They have been building in stealth for almost 2 years.
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I have 2 ways of looking at trading crypto gaming this cycle.
1. The game is so good it can become a publisher eco
2. The eco has no games but enough capital to eat games that can make a good eco and push through this cycle and into the next.
Now, with that in mind:
Let's look at 3 publishing ecos that all share @arbitrum
My problem with this scenario is how much love the core chain can give to all 3 groups at once. Chain love is important for hype. The saying goes " you want to be someone's wife, not their mistress"
In these charts we have @Treasure_DAO@XAI_GAMES and @HYCHAIN_GAMES
The dirty secret many wont tell you is all of these ecos usually share the same pool of games to acquire.
Each satellite eco primarily must grow their own deal pipeline, but when they start they often get it from the chain love, who refers a satellite eco because there are pockets of capital without the core chain writing grants.
Whats interesting is each of these options have a diff angle
1. @Treasure_DAO age advantage and first mover
2. @XAI_GAMES influencer advantage
3. @HYCHAIN_GAMES core game advantage
Negatives
1. @Treasure_DAO needs to show growth as a mature entity and thats hard
2. @XAI_GAMES needs to grow deal pipeline fast and needs more capital faster as influencers can expire
3. @HYCHAIN_GAMES still has plenty of dilution left and there could be a concern that having a core game could take away from BD time
What do you pick? who does arbitrum love? Who will accumulate capital? Its hard to say.
Right now i have xai on short term and hychain and treasure on long term. My thoughts can change.
NFA DYOR
After being sealed for over a hundred years, the Demon King has awakened.
His minions are wreaking havoc in our cities again and we must unite to stop him.
Who wants to join us?
https://t.co/EUoIFMUpOj
New vid : Comment "1" below. 1 will win a $4500 NEO Tokyo s2. (Must like/share)
Its 2024. The ETF is approved. Here's where I think the next leg up is and some unlooked at sectors that can deliver huge 10x+s
https://t.co/x82yhmUoXB
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New monster post: my own current perspective on the recent debates around techno-optimism, AI risks, and ways to avoid extreme centralization in the 21st century.
https://t.co/6lN2fLBUUL
My presentation yesterday at EC18 in Cornell, covering why blockchains, fault attribution, optimal block size policy, outsourced computation, subjective oracles and more.
https://t.co/kO8T2KQcIY