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 🧵
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.
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
4/11 My favorite aspect of the game is growing my pizzeria operation, which means adding more capacity to make pizza and soda per minute. Here's a thread that provides a nice overview of the game:
5/11 Pizzeria: stake chefs, master chefs and tools. Fatigue slows the rate of pizza production. Your pizzeria is capped at holding 6k pizza unless you upgrade. I'd start with at least 10 chefs and tools, and level up my pizzeria to hold at least 50k pizzas.
6/11 Costs roughly 5 AVAX for the chefs, 2-10 AVAX for the tools depending on what you choose, 0.5 AVAX to level up. With this set up, payback is ~100-120 days. The more ovens you buy, the better compared to other tools.
7/11 Soda Station: This is a new addition to the game. You need to stake chefs and cups. You make cups by burning pizza peels and LP tokens. The ROI on this one is ~20+ days (best gameplay option right now)
Refrigerator: Stake SODA to make more SODA.
8/11 Staking: You can stake game and LP tokens
-Pizza Bank: Stake PIZZA to earn AVAX
-Soda Bank: Stake SODA to earn AVAX
-Fridge: Stake PIZZA to earn more PIZZA
-Soda Fountain: Stake PIZZA-AVAX LP tokens and earn PIZZA (~20 day ROI; best option)
9/11 This is a cool calculator for Soda Fountain returns
$TUS inflation has stabilized. This implies there's less mining activity, which could be due to drop in $TUS prices and high gas fees.
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.
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.
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)
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.
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.
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.
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: