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Post #11
34
Post #10
34
MossVale | $260k
Thesis:
- Fully built out P2E game
- Recently doxxed and committed dev
- A legitimate (and growing) player base, one of the biggest hurdles for any GameFi project to overcome
- Constant updates being shipped
- A well proven game style (think OSRS and has big crossover to DeFi people)
- Token well integrated into the economy (and being utilized)
- Deeper and more fleshed out than KINS (for reference) $20m ish ATH
- Hasn't really caught any big eyes and low enough that all above makes r/r notable
Concerns:
- Been in this for weeks, pa suggests space doesn't see it as mispriced
- The barrier has never been lower to vibe code and launch an aesthetically pleasing/fairly 'deep' game
- Had a lot of catalysts yet still it ranges from low 200s to high 300s (doxxed dev, legitimate player base, good comms, constant updates) is there something being missed?
- GameFi historically has struggled, KINS only did $20m albeit in worse market with whole tl twerking it
- RH volume interest/volume currently well down
CA:
Thesis:
- Fully built out P2E game
- Recently doxxed and committed dev
- A legitimate (and growing) player base, one of the biggest hurdles for any GameFi project to overcome
- Constant updates being shipped
- A well proven game style (think OSRS and has big crossover to DeFi people)
- Token well integrated into the economy (and being utilized)
- Deeper and more fleshed out than KINS (for reference) $20m ish ATH
- Hasn't really caught any big eyes and low enough that all above makes r/r notable
Concerns:
- Been in this for weeks, pa suggests space doesn't see it as mispriced
- The barrier has never been lower to vibe code and launch an aesthetically pleasing/fairly 'deep' game
- Had a lot of catalysts yet still it ranges from low 200s to high 300s (doxxed dev, legitimate player base, good comms, constant updates) is there something being missed?
- GameFi historically has struggled, KINS only did $20m albeit in worse market with whole tl twerking it
- RH volume interest/volume currently well down
CA:
0x6742883Eef788E2424CE5a1b0d4303144AaEc0a5 Post #6
33
DerekMercer | $300k
Thesis:
- Pulling multi m views + comments across multiple socials (and funnel to the PF in bio)
- AI means endless content generation potential/tapping into current memes (already being done)
- Being very well run by the team
- More dynamic than Jean was as a character (and relatable for many)
- Sol volume good and sentiment better than in many months
- Jean provides 'proof of concept' and a 10m ceiling to hit/aim at
Concerns:
- Risk of being seen as a perma JeanPhil beta thus capped by its marketcap/pa
- Attention dries up
- General acceptance is it is AI - could cap it (Jean had equivocacy)
CA:
Thesis:
- Pulling multi m views + comments across multiple socials (and funnel to the PF in bio)
- AI means endless content generation potential/tapping into current memes (already being done)
- Being very well run by the team
- More dynamic than Jean was as a character (and relatable for many)
- Sol volume good and sentiment better than in many months
- Jean provides 'proof of concept' and a 10m ceiling to hit/aim at
Concerns:
- Risk of being seen as a perma JeanPhil beta thus capped by its marketcap/pa
- Attention dries up
- General acceptance is it is AI - could cap it (Jean had equivocacy)
CA:
7Xgc5RacHtGzfhw2HukUBk5V986yBbvshr7rrCoopump Post #5
33
Post #3
33
These ramblings are NFA - simply a journal.
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