Thread by @jarzoombek

Avocado ( $AVG ) 🥑 undervalued #gem in #P2E industry.

My investment thesis 📊

Thread 🧵 👇

1/

What is @Avocadoguild

Short: It’s a P2E guild
Long: Players from all around the world can join the guild, play games and earn with their support. They get all necessary equipment at the beginning but have to share profits with the guild. As far as I know right now it’s a 50%

2/

2. Why are guilds important?

My thesis is that P2E guilds will be the best „on ramps” for new users. They help new players with understanding crypto specifics: create wallets, sending transactions and with initial investment.

3/

2. Why are guilds important?

If you want to play Axie you need to have three Axies - the better (more expensive) you have the more you can generate. That's why guilds will be a huge booster not only for P2E games but for the whole crypto market.

4/

3. What about competition?

Avocado it’s not the first guild on the market but I think that it is the most undervalued with a huge investment opportunity.

$YGG - (the first one) backed by a huge VC\s like @a16z , has a marketcap above $400m with 10k scholars.

5/

3. What about competition?

$MC @MeritCircle_IO - (the most hyped) backed by huge Twitter influencers, has a market cap of $260m with 2,5k scholars.

6/

3. What about competition?

$AVG has mcap below $40m with MORE THAN 10k scholars.

7/

4. Investors and Supporters.

@binance @solana @hashed_official @zhusu (3AC) @0xPolygon @Algorand

👀🥑

8/

5. Speed of adoption

Axie Infinite it's still the most popular P2E game. It has a huge problem with bad PR from scholars because of the SLP price which is going down. That's why I think that guilds which could adapt to new games the fastest possible way will rule the market

9/

5. Speed of adoption

(December data)

@Avocadoguild earned more than 67m $SLP since the formation of guild in July 2021.

10/

5. Speed of adoption

$YGG started three months before $AVG (April 2021) and earned about 80m $SLP.

11/

5. Speed of adoption

$MC @MeritCircle_IO ... 5m $SLP

5x higher marketcap than $AVG

12/

6. Why do I think that $AVG will be the leader?

$YGG started a scholar program in April '21. Golden age for Axie players. At the end of '21 they had more than 10k scholars

$AVG started in July '21 (3/4 months difference) and now the guild has more than 10k scholars

13/

7. Token economy and supply/inflation.

$AVG is a DAO token which shares profit from organization: players earnings, nft’s, seed investments etc. and gives holders the right to vote on the most crucial decisions.

14/

7. Token economy and supply/inflation.

Currently circulation supply is only 2,5% of the whole but very important is that investors who’s buying right now are somehow protected because supply from seed and private investors will enter the market in about 12 months...

15/

7. Token economy and supply/inflation.

The only tokens which will go to the market in the next 12 months are treasury and ecosystem. I think that’s good.

16/

8. $AVG Price

Right now: $1,68
Base price flow (the lowest price which you could bought) about $0.88

Few whales 🐳 still selling for small profit so price still could go down for a while.

However, you can see that the sellers are slowly exhausted.

17/

Cc: @Goik412 🙏

( It's not finished)

Soon more tweets 😉