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Mardo (Miko) Profile picture
Mardo (Miko)
@mikocryptonft
Researching stocks, crypto and AI. Building @DegenCapitalCIO - AI powered signals for crypto and stocks. Ex-VP at $17B Private Credit/Equity fund. $DEGENC
Dec 13, 2024 • 7 tweets • 2 min read
I think it's still very early days for @virtuals_io. Their tokenomics is set up to really take advantage of demand of AI agent tokens.

All tokenized agents on Virtuals have to have their token paired with $VIRTUAL in a liquidity pool. This is the key here.

$VIRTUAL is used to pay for compute and other fees on the platform.

In this way, $VIRTUAL can be viewed as a layer 1 where the token is the reserve asset as well as the currency for gas payments.

$Virtuals recently got listed on Binance futures. It's not yet listed on spot for Binance or Coinbase.

I'll link some posts I had written about @virtuals_io earlier in the comments.Image @virtuals_io This is a post discussing how existing projects are migrating to Virtuals for the tech:
May 13, 2022 • 11 tweets • 4 min read
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.
May 12, 2022 • 16 tweets • 5 min read
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
May 3, 2022 • 17 tweets • 8 min read
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)
Apr 15, 2022 • 18 tweets • 5 min read
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.
Mar 12, 2022 • 21 tweets • 5 min read
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 ().
Feb 28, 2022 • 15 tweets • 5 min read
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.
Feb 21, 2022 • 18 tweets • 3 min read
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.
Feb 21, 2022 • 4 tweets • 2 min read
Quick update on @PlayCrabada's $TUS: Supply increased because of lower breeding (A/B), daily inflation ticked up to 0.5% (C). This could be due to the meta shift, loss of market share to new games and the uncertain macro picture of risk assets. The lower $TUS daily emission is interesting because it peaked at 11.3 million in 2/15 and has since declined despite crab count increasing by ~2-3 thousand. This means that players are generating lower ROI on crabs (parking them in Tavern, or looting/mining is more balanced).
Feb 12, 2022 • 7 tweets • 2 min read
The market is doing its thing. The coming upgrade makes Primes and Gems appealing because they can loot Bulks. There's so many Bulks, owning the opposing faction is like all you can loot buffet!

So, the prices of Primes/Gems skyrocketed leading to increased breeding. However... The highlighted section above shows Primes and Gems representing an increased portion of the population, but Bulks are holding their ground at 53% which implies continued robust breeding of the class, but at a slower pace than Primes/Gems.

This is interesting...👇
Jan 28, 2022 • 6 tweets • 2 min read
Here's why I'm extremely bullish on @PlayCrabada and $TUS, it comes down to the tokenomics and two words: idle game.

We have all seen that TUS issuance has been offset by breeding, so the net inflation rate has been close to 0% and sometimes even negative. Why is this the case? The answer is idle game which enables scalability.

Before we get there, let's start with the basics. For simplicity, I'm going to assume that only bulks exist in this world.

To start playing, a person needs 3 crabs.
Jan 12, 2022 • 5 tweets • 2 min read
$ prices of @PlayCrabada crabs has increased because $TUS has increased. What does this mean for your payback period? Let's take a look.

I'm assuming you buy 3 breed 0 pure bulks to form a team. I don't assume any breeding (which you should do, otherwise don't buy breed 0 bulks) Image It would cost $24,500 to buy a team in 12/30/21, your payback was 104 days assuming you mined 6 times a day (be mindful of your sleep).

It costs you $33,000 now. The $ price has increased, however, the TUS price has decreased (62,900 TUS to 48,000 TUS), this improves ROI 👇