Quick thoughts on the Blast distribution:
1) First, the obvious: The stakes are a lot lower than before. The FDV of $BLAST is $1.5bn, well below Phase I hopes of $8bn+ FDV. There will be more gold supply and less $BLAST distributed. So each sweet piece of gold means a lot less, unless $BLAST does a 10x from here.
2) This is probably a good thing. Gold can act like credit card points: a nice dopamine incentive that enhances the economics, but isn't such a game-changer that the points/gold become the product.
3) New PLATINUM app. @wasabi_protocol was added as a 4th PLATINUM project. Love to see it, as they were SILVER just two distros ago.
4) 8 NEW projects split 500k gold. @GangsterArena (mobile game) and @sofamon_xyz (collectible Telegram stickers) were the top-rated amongst them, each receiving over 100k. New gamble app @megapot_io got 31k.
5) Prediction Markets. A new category "Prediction Markets" was given the highest rank. The only prediction market app is @supercharged_io - which got a BRONZE ranking. The Blast team is signaling an opportunity here.
6) Same ole PLATINUM. Fantasy, Thruster, Juice remain PLATINUM. But this time, Fantasy receives as much gold as Thruster, which until now had always been the lone top project.
7) Adios D1 and Blaze. @DistrictOneIO got a 0, down substantially from 377k gold last distro. Blaze was the other project to get zeroed, down from 25k.
8) Blur continues to be treated separately and is not included with the others. On a monthly basis, it is receiving 500,000 gold which would put it #10.
9) New Big Bang Upcoming in August. An additional untold amount of gold and cash funding will go towards it.
10) Winners vs the last distro: @ikbdotgg, @playcambria, Wasabi.
11) Losers vs last distro: D1, Blaze, SynFutures, Init.
1) First, the obvious: The stakes are a lot lower than before. The FDV of $BLAST is $1.5bn, well below Phase I hopes of $8bn+ FDV. There will be more gold supply and less $BLAST distributed. So each sweet piece of gold means a lot less, unless $BLAST does a 10x from here.
2) This is probably a good thing. Gold can act like credit card points: a nice dopamine incentive that enhances the economics, but isn't such a game-changer that the points/gold become the product.
3) New PLATINUM app. @wasabi_protocol was added as a 4th PLATINUM project. Love to see it, as they were SILVER just two distros ago.
4) 8 NEW projects split 500k gold. @GangsterArena (mobile game) and @sofamon_xyz (collectible Telegram stickers) were the top-rated amongst them, each receiving over 100k. New gamble app @megapot_io got 31k.
5) Prediction Markets. A new category "Prediction Markets" was given the highest rank. The only prediction market app is @supercharged_io - which got a BRONZE ranking. The Blast team is signaling an opportunity here.
6) Same ole PLATINUM. Fantasy, Thruster, Juice remain PLATINUM. But this time, Fantasy receives as much gold as Thruster, which until now had always been the lone top project.
7) Adios D1 and Blaze. @DistrictOneIO got a 0, down substantially from 377k gold last distro. Blaze was the other project to get zeroed, down from 25k.
8) Blur continues to be treated separately and is not included with the others. On a monthly basis, it is receiving 500,000 gold which would put it #10.
9) New Big Bang Upcoming in August. An additional untold amount of gold and cash funding will go towards it.
10) Winners vs the last distro: @ikbdotgg, @playcambria, Wasabi.
11) Losers vs last distro: D1, Blaze, SynFutures, Init.
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