1/ @PlayCrabada #P2E economy update! Data from p2eanalytics.com/hub

$TUS inflation has stabilized. This implies there's less mining activity, which could be due to drop in $TUS prices and high gas fees. Image
2/ @P2EAnalytics added a new way to look at our inflation chart. Yesterday's net inflation came in at 0.48% (white line) which is finally below my personal comfort threshold of 0.50%. The 5-day average is still high at ~0.80%. Main driver is lower % inflation. Image
3/ 5-day summary: $TUS supply increased 16% from 614MM $TUS to 710MM. 200MM TUS was rewarded ($2.0MM) and 104MM ($1.0MM) used for breeding.
4/ We had record marketplace activity in terms of TUS and Crabs (1.5k) sold on 5/10. However, activity dropped sharply today. Image
5/ Average crab prices in TUS are finally starting to climb. But made a new low in USD at $250 per crab. Image
6/ Primes represent the largest share of the population, Craboids are poised to overtake Bulks as the 2nd largest. ~10% of the population is mixed purity. This could increase because of the battle game's focus on body parts. Image
7/ The pace of population growth has declined. The same number of eggs were bred this week compared to last week. Eggs represent 6.0% of the population compared to 9.0% in early February. Image
8/ There are 14,254 $TUS holders, roughly flat compared to last week. There's 8.7 crabs/holder. Appears that there are guilds or large holders accumulating crabs based on the relative strength of marketplace activity (crabs sold) up until today despite no holder growth.
9/ We talked about how the economy was in a recession last time. We're feeling the impact now, which is lower inflation. Kind of weird that the game's recession got kicked off by high gas prices and inflation, and we're seeing that play out in the global economy.
10/ The fed is raising rates to combat inflation. The market forces are doing the same in gamefi. However, I'm of the mindset that games need their own "fed" to periodically make adjustments and ensure smooth peaks and valleys.
11/ If you looked at today's US inflation report, energy prices were the largest contributor. In the case of Crabada, gas is one of the large contributors of friction. Enter @swimmer_network, which will hopefully alleviate this pressure, resulting in more rewards for players.
12/ A robust economy requires growth of consumption. Enter Battle Game and what looks to be a fun adventure mode coming May 15th! This will be available on desktop as well as iOS and Android.
13/ It would be great if the team comes up with a free-to play version as a lead generation tool, to hopefully convert into paying players (or disciples)!
14/ Swimmer Network won't do much to ease inflation. The catalyst for that would be the addition of new games, or player growth that would drive breeding.
15/ Well, this has been a long thread already so reward guide will come tomorrow! Stay tuned. Separately, I just want to give a shout out to the @PlayCrabada community for keeping the positive attitude and building amazing tools and resources. I love our energy!
16/ We have tons and tons of upcoming partnerships, features and updates at @P2EAnalytics. I can't wait to share it with everyone. #snibsnib

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More from @mikocryptonft

May 13
1/11 Finally got my @PizzadotGame Pizzeria fully built out. Got all chefs under one roof and my restaurant leveled up (more levels to go). Here's an outline of #GameFi strategies and what rewards you can expect 🧵 Image
2/11 There are two tokens in the game that you earn while playing:

A) $PIZZA: uncapped supply. In-game currency to buy tools and $SODA.
B) $SODA: capped supply. In-game currency to buy tools and pay for leveling up your pizzeria. Image
3/11 To play, you can use: Chefs, Master Chefs, Tools and LP tokens

👨‍🍳 Chefs: 0.45 $AVAX
👨‍🍳 Master Chefs: 4.13 $AVAX
🍳 Kitchen Tools: See price range in table, best deal are oven/secret
💲 PIZZA-AVAX LP Tokens: Pool in @traderjoe_xyz Image
Read 11 tweets
May 3
1/ Back in action! Sorry for being on a hiatus for so long. First, a personal update, I'm now fully dedicated to web3! Today was my last day on my 2-week notice. Second, we've ramped up @p2eanalytics, so expect some news, frequent feature additions and #p2e content!
2/ With that said, let's kick off with an update on @playcrabada's economy!

We all know that $TUS inflation has increased. Here's some numbers:

Daily Mint: 38.7MM (1.8% per day)
Daily Burn: 20.7MM (-1.0% per day)
Net Addition: 18.0MM (0.8% per day)
3/ In the above chart, you'll see that inflation has increased more than breeding. What's interesting is that the daily issuance % has been steady relative to historical trends, so the core issue is lower breeding (I know, obvious). The blue line (burn) has trended up (less burn)
Read 17 tweets
Apr 15
Here's an update on @PlayCrabada's #P2E economy. @P2EAnalytics is undergoing updates so back to excel!

A. Daily net inflation has ticked up to 0.44%. $TUS emission was flat at 1.73%, despite the looting points system implementation which encourages mining.
However, it could be too early to tell the points impact since I'm using averages. Burning from breeding has declined by 8 bps. Breeding activity is actually healthy though (see egg chart below), it just hasn't kept up with inflation.
B. $TUS holder count (players) continues to grow at 1.0%+ daily rate which is good.
C. Crab population continues to grow faster than players at 1.7% per day, so expect crab prices to continue to decline or at least remain flat.
Read 18 tweets
Mar 12
1/ As promised, a summarized comparison of @PlayCrabada and @AxieInfinity.

In this thread I will cover gameplay, tokenomics, ROI impact and the teams.

This is my high level view and is not meant to be a comprehensive coverage.
2/ Gameplay: The focus here is active vs. idle gameplay. I have shared my thoughts of why I think idle gameplay is an important aspect of a game economy before ().
3/ Idle games increase their total addressable market (TAM) size by attracting players who don’t have the time to be active or time to deal with scholarships.
Read 21 tweets
Feb 28
As promised, I've pulled together the latest on the @PlayCrabada economy as well as an ROI guide. To start, let's look at $TUS inflation:

A) Net inflation is flat at 0.5% compared to 2/20. Both emission and breeding are steady (surprisingly)
B) Marketplace activity has declined
B) Offset by growth in daily tavern fees. This impacts price of $TUS (lower new buyers) as well as price of $CRA (lower revenue to the game)
C) TUS holder count grows, but at a slower pace. I included a new measurement, TUS per Holder, this has increased, not a great sign.
D) The crab population has increased faster than the user population, putting pressure on crab prices. Crab/Holder is at highest level.
E) Runway is at 31 days, we've been here before. I would like it to not go much below this level.
Read 15 tweets
Feb 21
A thread on how I'm thinking about #P2E economics:

Initially, I agreed with others who called it "ponzieconomics." However, after playing a few games my view has changed...
Blockchain tech and decentralization has enabled a complete restructuring of the go to market function of games and re-oriented the value accrual to different stakeholders.
The key here is realizing the amount of money gaming studios spend on marketing and distributing a game which is sometimes much larger than the $ spent producing the game:
Read 18 tweets

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