Angehefteter Tweet
In the next 24 mths, the success rate of new games will fall to the lowest in history.
- AI is collapsing the cost + time to launch
- supply will outpace demand (even in a $200B industry growing +10% YOY)
- CAC is rising due to poor attribution post ATT
- 30% mobile store fees eat +$25 billion a year in studio profit
Only the most efficient studios will survive.
This will require a higher standard across attribution, growth, retention, player data, payments, monetisation, etc...
...all of which are radically improved via web3.
- stablecoins reduce payment fees to ~1%
- rewards programs improve retention, referrals
- in-game economies drive recurring monetisation
- onchain player IDs combine data across multiple channels to solve attribution
If passed, the CLARITY Act will exempt certain "video game" tokens from being digital commodities.
This will give all game studios a clear path to start using these tools, saving them multiple $ billions a year in costs.
The top 5 game studios alone have 1.2 billion MAU.
These players will enter the world of invisible web3, because the games they're playing will no longer be able to justify operating any other way.
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