Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
robin Profile picture
@zebird0
May 6, 2024 • 1 tweets • 1 min read • Read on X
This chart shocked me today. Web3 games have 3.3M MAU, already way higher than the previous peak driven by Axie.

I'm sure many of these are bots if the data is not cleaned but still impressive to see the recent growth led by Pixels.

Feels like this is really slept on. Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with robin

robin Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @zebird0

robin Profile picture
Dec 17, 2025
The Hierarchy of Fundraising FOMO

Most founders I advise don't understand that they need to create a sense of urgency and desire. Emotional passion for the hunt. Most investors are sheep but even highly rational ones can get caught up in deal fever.

Here's how to do that 👇
Your job is to create that deal fever because it'll mean better terms for your company.

Of course the best thing you can do is have a great company with stellar metrics that's growing. Or be a master storyteller with an in-meta team going after a compelling market.
But here's some tactical tips on top of that:

1. Optimize your funnel.

100 first meetings might lead to a few term sheets if you're good. But you need to think about maximizing each step alongside the funnel:
Read 12 tweets
robin Profile picture
Sep 24, 2025
Here's how to improve your @speedrun application. 4 days till close!

- Have a good hook. Traction? Repeat founder? Github stars?
- Brag about yourselves till it makes you uncomfortable. Be specific about your accomplishments ($XM revenue line, Y% growth)

(thread below)
- Think about your unique, opinionated take on the market. We've likely heard this pitch before, what makes you different?
- Similarly, what is your right to win?
- Deck can definitely help. Bonus points if you're a good storyteller in the deck.
- Think about the business not just the product. Be a business model snob.
- What is your GTM and distribution plan? What gives us conviction you can execute on it?
- Finally, think about what you're truly top 1% of the world in. Bet on your strengths.
Read 7 tweets
robin Profile picture
Sep 18, 2025
Life is poker, not chess

Four years ago I walked away from a guaranteed promotion at McKinsey and a $300K PE offer to work in gaming for a third of the salary.

Many thought I was insane. They were playing chess: calculating the optimal move with perfect information. Image
But life is much more like poker, you can play perfectly and still lose. Or play terribly and win. I realized this viscerally after a few years in venture capital.

A few lessons below (full essay linked in my bio)
Focus on process, not outcomes.

Even with pocket Aces, you lose 15% of the time. That startup that failed? That relationship that didn't work? Maybe you played it perfectly. Bad outcomes don't invalidate good decisions.
Read 7 tweets
robin Profile picture
May 19, 2024
People ask what my framework is for web3 games. Runescape is always my reference point for some of the primitives that web3 games innovate on 🧵

1) Emergent economic behavior
2) Bots as a feature, not a bug
3) Stakes are intrinsic not extrinsic
4) Crowdsourcing design decisions Image
But first, applications for SPEEDRUN close in just 12 hours!

@a16zGames is actively looking for great web3 games founders innovating in tech, games, and crypto. Let's chat if you're building here.

sr.a16z.com
1) Emergent economic behavior

MMOs are systems design through and through. The gameplay in Runescape is literally point-and-click, and while there is skill in very high-level whip PvP timing, 99% of the game is simply clicking on things and waiting.
Read 27 tweets
robin Profile picture
Dec 13, 2023
Last week, we here @a16z gave our predictions on big ideas for 2024. For me, I'm doubling down on anime.

Anime has quickly become one of the highest grossing genres of games by ARPU. In 2022, Mihoyo grossed over $3.8 billion from Genshin and Mihoyo.
And... they also grossed more profit than gaming giant Activision Blizzard (think, Candy Crush, Call of Duty, etc.)



sportskeeda.com/esports/news-g…
pocketgamer.biz/news/81717/mih…
Earlier this year, Nintendo launched Zelda: Tears of the Kingdom, and Attack on Titan wrapped up its storied run as one of the most popular TV shows for the year. Image
Read 10 tweets
robin Profile picture
Aug 23, 2023
Waifus are eating the world.

Mihoyo made $3.8B in revenue last year (PocketGamer), nearly half of Activision Blizzard. Here's why anime games / culture are taking over🧵
1/ The Rise of Anime

69% of GenZ watch anime, up from 57% of millennials and only 23% of baby boomers. What was once a niche genre has now gone mainstream!

There's a reason why Mihoyo's motto is "tech otakus can save the world." Image
Distribution has grown. More than half of Netflix's subscribers have watched anime on their platform, while Funimation and Crunchyroll continue to grow as anime-dedicated platforms. No longer do we have to wait for neon fansubs of our favorite anime to come out. Image
Read 15 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(