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%
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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.
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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.
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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.
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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.
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3. What about competition?
$AVG has mcap below $40m with MORE THAN 10k scholars.
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
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5. Speed of adoption
(December data)
@Avocadoguild earned more than 67m $SLP since the formation of guild in July 2021.
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5. Speed of adoption
$YGG started three months before $AVG (April 2021) and earned about 80m $SLP.
$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
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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.
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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...
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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.
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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.
$ACE - New GameFi token enters the market and instantly breaks $700M McCap
What is Fusionist's secret to success?
How can we find the next $ACE?
Let's see . . .🧵
Binance-backed project entered major CEXes and instantly got hyped with valuations exceeding $2B FDV and $700 McCap making HUGE return for Early Investors.
With Binance being one of Seed investors we see one of the reasons it pumped so hard on listing
But what even is Fusionist?
Endurance is the entire ecosystem and blockchain built on the OP Tech stack, so it’s built to be scalable and… easily work and connect with other projects from Optimism ecosystem if needed
Fusionist is the social and GameFi layer of this ecosystem, where $ACE token reigns and can be earned by playing
#A16z, the titans of tech, just laid out their crypto predictions. From AI-blended blockchains to SNARKs revolution - I've read it all so you don’t have to.
Dive into this thread for the key insights.
Thread 🧵 👇
1/
Decentralization is reshaping our digital world. a16z sees a future where power shifts from the few to the many, impacting everything from data to finance. Think global networks, user-centric.
2/
Empowerment through decentralization is real. Projects like @Uniswap show how finance is being democratized, giving control back to users. It's not just participation; it's about making key decisions.
The #Polkadot $DOT narrative was so strong that there was a temporary trend of pumping and getting excited about all projects that had anything to do with Polkadot.
The LSD narrative has been with us for several months now. Many tokens have gone up hundreds of percent, but hardly anyone sees another trend for which smart money are strongly positioned.
Are you prepared for the biggest fight the crypto market has ever experienced?
Thread 🧵
1/ Let's start from the beginning.
Everything indicates that in April #Ethereum will undergo another update - Shanghai. This is an extremely important change that will lead to the release of all the value locked up by the network validators.
2/ At this point, validators deciding to secure the #Ethereum network must take into account the complete blocking of their coins and the inability to pay out staking rewards. That will change in just a few months!