@cs_2_sticker 3/4 To me, this is exactly the kind of sticker that looks cheap until the market suddenly starts paying attention to it. Am I overrating it, or are the fundamentals here starting to look way too strong for a blue?
@cs_2_sticker 1/4
The most interesting part of this snapshot is not just that Perfect World leads in applications. It is the full combination: high usage, tight supply, and strong turnover.
@cs_2_sticker 2/4 If it really has something close to 7,000 listings on the market and is selling around 450 per day, that means roughly 6.43% of the available supply is turning over daily. That is not something to ignore.
@I_am_jerm When Genesis Terminal launched, it had roughly 40% of the active drop pool. Once that fell to around 20%, it became less common in weekly drops. Lower pool share = fewer entering the market
@tradeit_gg Itโs not a random increase. Genesis used to have ~40% of the drop share when it launched, and now itโs closer to ~20%. So it became less common in drops, which helps explain the repricing.
@TitanHoloCS And Recoil also has a competitive problem: its gold is gloves, but now it competes with a newer product that brought real novelty, has a fairer system, and doesnโt require keys. That matters.
@TitanHoloCS Recoil not moving much implies a few things. It stayed in the drop pool for almost 4 years, so supply was heavily inflated. Genesis hasnโt even had 1 full year of drops yet. Daily volume may be closer, but total supply is not even comparable
@I_am_jerm If its drop rate was reduced because of the new release, then it simply became harder to obtain. And if it became harder to drop, it became rarer which by itself can justify part of the price move.
@I_am_jerm There are a few possible reasons. But the main one, in my view, is that it now shares drop allocation with another terminal. Before, it likely had around 40% of the drop share; now it may be closer to 20%
@fanocs @TitanHoloCS If its drop rate was reduced because of the new release, then it simply became harder to obtain. And if it became harder to drop, it became rarer which by itself can justify part of the price move.
@fanocs @TitanHoloCS There are a few possible reasons. But the main one, in my view, is that it now shares drop allocation with another terminal. Before, it likely had around 40% of the drop share; now it may be closer to 20%