Daniel Ahmad Profile picture
29 Nov, 10 tweets, 4 min read
Ok, Let's go on a journey.

Over the past two weeks the #MuseDash hashtag on TikTok has been blowing up.

It first started blowing up on Chinese TikTok (Douyin) where it has nearly 400m views. Overseas it has nearly 60m views.

So what is Muse Dash and why is this notable?
1/
Muse Dash is an anime style music rhythm game developed by a team in Guangzhou, China and published by XD Network, also China based.

The game has been out for over a year and is doing well for an indie title

Please note some of the in game art is 18+ as noted in Steam tags
If you use TikTok then you've probably come across the #MuseDash trend yourself. While it has taken on various forms at this point, it started out on Nov 8 as a simple live wallpaper video that had characters from the game in it

These videos captured the attention of many people
As the trend started to grow many TikTok creators added their own take to it. Whether it was creating more advanced live wallpapers, dancing along to the music themselves, or creating funny videos around the trend such as the example below.
Viewers had two questions:

The first being: How could they create these live wallpapers or use them themselves?

It turns out these had been created using Wallpaper Engine, an app on Steam that lets people create or use live wallpapers on their desktop

So people downloaded it
This explains why Wallpaper Engine, seemingly out of nowhere, was the 9th best selling SKU on Steam last week despite no sale or promotion.

Active users of Wallpaper Engine increased notably after this trend because of videos like those above.

The second question viewers had was: Who are these characters?

The TikTok community set out to organically answer this, whether it be in the comments or via videos

What started as just a live wallpaper, led to numerous creative videos and the promotion of these two apps/games.
So what was the impact on Muse Dash as a game?

In China the game jumped from #46 to #1 on the iOS paid game chart. It has been #1 since Nov 15.

On Steam the title doubled its concurrent user count in the past week.

Overall the game has now passed more than 2.4m unit sales.
XD Network did indeed capitalise on the trend once they noticed what was going on and did two things.

1. A sale for the game / in game content.
2. Further paid promotion in TikTok (Douyin) to drive people to the game. (They said 200k went from Douyin to buying the game).
The creation of the trend and the initial promotion of Wallpaper Engine / Muse Dash was completely organic, and it once again shows the power of new social apps and those communities (global scale)

It's not the first example of games blowing up on TikTok and won't be the last

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More from @ZhugeEX

27 Nov
Shanghai based game developer Lilith Games unveiled 'Farlight 84' this week. It's a new PvP shooter set in post apocalyptic 2084 with crafting, building and MOBA elements, which culminates in a 40 player battle royale.

The game will start testing in H1 2021 on PC & Mobile.
The game, which is developed on Unreal Engine 4, continues to show the evolution of the Chinese game development scene, taking the high definition graphics and in depth mechanics that work on console & PC and combining it with their strengths in mobile game development.
As we've seen with MiHoYo's Genshin Impact, Chinese game studios are investing in more robust experiences that can scale across multiple platforms to reach a broader audience.

These games are designed with global appeal in mind to reach players worldwide.
Read 7 tweets
15 Nov
Today, thousands of people travelled to the Shanghai Oriental Sports Center to watch the Peacekeeper Elite Championship 2020.

An esports event for Tencent's mobile battle royale game called Peacekeeper Elite (Based on its PUBG Mobile license).

The event had a $1.8m Prize Pool
China has been holding esports events with a live audience since August. Starting with the Honor of Kings World Championship and more recently the LoL Worlds Championship.

The country has been able to successfully curb the spread of COVID-19, but precautions are still taken ofc.
The event was held over 2 days, with 15 teams competing across 8 matches.

The 15 teams were from China, Asia, the Americas and EMEA.

Chinese team Nova-XQF won the championship and took home more than $750k in winnings. They have won 2 years in a row now.
Read 7 tweets
13 Nov
Here is the most important part of the Xbox Series X|S launch PR:

"70% of Series X|S consoles are attached to new and existing Xbox Game Pass members"

This is Microsoft's goal with Series X|S, to drive Game Pass subscriptions and generate recurring revenue.

Quick thread 1/
2/ Gaming subscriptions are driving growth on top of traditional spend, not just on Xbox, but on all console platforms. Increases LTV of a console owner.

With PlayStation, over 50% of PS4 owners had signed up to or already had a PS+ subscription in the first few months.
3/ PlayStation has been able to maintain this over 7 years, with 43% of the 107m active PS4 users having a PS+ subscription today.

Nintendo has been able to do the same, releasing Nintendo Online in 2018, which now has ~40% of Switch owners subscribed to the service.
Read 11 tweets
13 Nov
Let's talk about a controversial topic in the world of video games.

Chinese games dev Paper Games just shut down its game, Shining Nikki, in Korea after controversy erupted between Chinese and Korean players.

This thread is about how Chinese companies view game exports.

1/
It's no secret that China has a strict regulatory environment for games. There are restrictions that developers have to impose on their own games in order to release them in China.

The most recent example being in Genshin Impact:

This is a top down approach to game censorship, but it's worth noting that there is also a bottom up approach too

Which is to say Chinese game companies also self censor themselves + Chinese players may demand changes

Changes are made pre-emptively, due to the top down approach
Read 12 tweets
12 Nov
With the PS5 launching in select markets today, I thought I’d do a quick thread with my thoughts on PS5 and PlayStation’s overall strategy going forward.

This is from my pov as an analyst.

1/ Image
Sony is focusing on 3 key areas this gen:

Premium hardware at an affordable price
Exclusive content from first party & partners
Network services + Ecosystem

The PS5 is very much the center of the PlayStation ecosystem, with network services helping to bridge a smooth transition
The PS5 very much feels like a next gen console and has the innovation to match

DualSense increases the immersion of playing games

Custom SSD enables faster load times & unique game design

Its dual SKU strategy doesn’t compromise on power

The new UI feels snappy & responsive
Read 22 tweets
12 Nov
Not surprising to see PUBG Corp take this route.

PUBG Mobile was the #1 grossing mobile game in India, and its ban was felt by both the developers and players.

This new custom version will aim to satisfy regulators, but it remains to be seen if this will be enough.
I put together a thread on this topic a couple of days back with my thoughts on how this would all play out.

PUBG Mobile is still technically banned. Indian regulators would either need to overturn it, or simply allow this custom version to launch.

The ironic aspect is that India banned the game for its affiliation with Tencent / China

Yet this custom ver. of the game is clearly the China version from Tencent

Green blood? Virtual training ground? Limits on playtime?

Yep, that's the China version

Read 4 tweets

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