Are TCG Coins the Meme Coins of This Cycle?
Just wrote a 3500+ word deep dive on this topic.
Will share the full thing on X in a few days, but you can read it first here: https://t.co/beHy0nbmgP
Undeniable that TCG onchain is booming and respect to all projects building.
But as a TCG collectors, I have never ran into the โpain pointsโ these gacha company claimed they are solving ๐ซช
Is it just me?
And remember, the house always win.
So let me get this right: $GACHA airdropped a random holder a 5-figure Charizard last night, and continues to airdrop to holders every half an hour, 24/7, and is only $6m mcap
โฆ and youโre still ignoring it?
Insane flywheel effect, it snowballs fast
$CARDS generates $92.5M in annualized revenue.
The entire market cap is $56.7M.
None of that revenue goes to token holders yet. That's an opportunity not yet priced in.
$GACHA routes 100% of its trading fees into Collector Crypt every 30 minutes. More protocols are being built on the same rails every week.
This could be their HIP-3 moment.
CARDS is trading at a P/S of 0.60x
Next move for the web3 tcg marketplaces would be to open up your own grading arm.
then allow people to send ungraded stock into the vault, grade it and slab it in a cool modern case.
@Collector_Crypt@Beezie@phygitals