Bigsy.eth

No pumpkins available so substituted in a pineapple. How hard could it be? Turns out, it’s incredibly hard 😂 Started out with grand ambitions but had to change up tactics. At least managed to carve my digi’s lollipop. @DigiDaigaku @gabrielleydon

@sjdedic @doodles lol disclosing private info from fundraising talks. Amateur hour much

In 2022, @doodles raised $54M - which is wild to think of in hindsight. About a year ago, we spoke with them during their down round. Valuation was still at $250M. The $DOOD strategy didn’t make sense to us, so we passed. Fast forward to today: launched at -70% from its down round valuation, so 22 investors probably down -85% or more. Community seems very unhappy too, floor price down -60%. Another airdrop straight to the trash. Doodles is a great case study in how NOT to do it. The market is healing - let the cleanse continue while fundamentally strong projects shine.

At @limitbreak we are 100% on the side of the developer! Use ERC721C to enforce royalties on your NFTs, Payment processor V3 for your own private NFT exchange, and Apptokens/Token Master for sustainable web3 tokenomics! More coming soon! 🫡

@gabrielleydon @0xDith How it was meant to be 🙏

There’s no point of making a game if the only revenue source is treasury sales. Game companies should and do use the marketing tactics you mentioned above. I’m determined to create an alternative crypto ecosystem that allows developers to cut the exchanges out and focus on transactions instead.

The reality of game tokens: As with any other coin category, the majority of present value is based in expected future value. Having a gud / fun game, clever utility, deep & effective sinks -- are all just nice to haves. There are really just two (non crime mode) things that make number go up, one is a lot more deterministic and forecastable than the other: 1. DAU growth. From my research sampling a set of games & tokens: there is a ~ .7 r correlation between DAU growth and token performance. Whether the token is being spent in the game or not is - ironically - mostly irrelevant. It's simply the case that when more players come to a game, there is a belief that the token should be more valuable than it is, and vice versa when players leave a game. Number of obvious reasons for this, incl. (1) the belief that eventually, more tokens will be spent in game, (2) the natural effect of more eyeballs / potential buyers / people looking for "exposure" to the game economy, (3) the effect of rumors and speculation about what the game does next -- "how much further can it grow?" "well the web2 version of this game has X,000,000 players, we only have 5% of that so far" and so on. To optimize the token impact of increasing DAU, (1) the larger and more sustained the DAU growth (let's say you can hit 20%+ WoW growth for 8+ successive weeks), the better and (2) token availability / liquidity / chain volume / removing any friction or other barriers, all of these things help conversion. 2. Anticipated future catalysts. This is a lot less predictable than DAU growth because it kinda *depends*. What's the catalyst? When is it coming? How good is it? etc. The details matter. There have been a number of games with good anticipated future catalysts - in theory - but the details either weren't available or didn't quite hit, and thus it's not reflected in token performance. There IS a wider point (and gud copy pasta) about yes ultimately everything gets priced in. The point still stands that an anticipated future catalyst can drive token performance, whether that's well in advance of the execution of said catalyst or not. The most bullish scenario for holders is when the exection / fulfillment of the catalyst ends up being better than expected. The feature hit harder than ppl thought it would, more players joined than expected, a large unexpected partnership announcement is made - etc. This is the play for builders: announced / revealed future catalysts accrue expectation debt, so you have to find a way to deliver something extra that wasn't, or else it becomes a sell the news event. In both the cases of #1 & #2 - there are exceptions and counter cases. Token performance can be both a multi variate equation at times (midcurve market response) and incredibly simple at others (left / right curve market response). We also haven't covered the crime mode things that teams do to prop up token performance - arguably they are the most effective of all (sad but true) atleast in the short term. Important for holders to have a read of whether a team is playing the clean long game or not. On marketing - will share thoughts separately. For now will say irrational marketing > rational marketing, and in all cases it's a multiplier on what we've discussed above. Keanu redux: go get more players and figure out what bold exciting thing you're gonna ship next.

@ryanis___ @emilytNFT @doodles Why do you still care?

@emilytNFT @doodles They sold out quite some time ago. Doodles LLC exists to make $ for their VCs.

@emilytNFT @doodles McDonald’s better for your health than RFK Jr

It’s been too long. Are we back?? #digidigi #digidaigaku

@DigiDaigaku @GIPHY Digi Digi

DigiDaigaku just hit 50M views on @GIPHY Drop your #DigiDaigaku GIFS in the comments

DigiDaigaku September Calendar Display Good morning Digis! The DigiDaigaku September calendar is here for your use. Please feel free to save it and use it as you like! #DigiDaigaku

Team ramping up these 🔥 animations. Gabe back on Twitter retweeting. Rumours of folks having played a version of the game. Something is happening. 2024/2025 is going to be huge for @DigiDaigaku @limitbreak

@gabrielleydon @limitbreak @DigiDaigaku @ERC_721C He never left. Digidigidigi

In just two years, @limitbreak has evolved from struggling to release its first smart contract for the free @digidaigaku Genesis mint to creating the on-chain royalty @ERC_721C standard, which has paid out $8.25 million in royalties—funds that developers would have otherwise missed. The success of 721c has exceeded our expectations, now accounting for 75% of all new ETH NFTs. Additionally, LimitBreak's DEX protocol, Payment Processor v2, has processed over $400 million in volume within its first six months. The team's achievements in such a short time are truly remarkable. While Limitbreak's first mobile game is still in development, many web3-related products are on the horizon, including ERC20C and an updated Payment Processor, which have the potential to revolutionize tokens just as Limitbreak has with NFTs. Excited for what's next!

Art revamp, game demo and trailer - @avariksaga is cooking 🔥

@Avocados_QK Yessss 👀👀👀

Listen up, hero! Over 100 of you attended the Grand Assembly, where I showcased our mobile game, Red Covenant! But guess what? The best is yet to come. You won’t want to miss this, I promise, dear! Notifications on 🔔 p.s. I've got a quest for you below!

Team is cooking over at @avariksaga

@RiceFarmerNFT I don’t think it was official just some fun from one of the founders who’s stepped back. All meme coins go to zero eventually outside of like 3 so 🤷‍♂️

Me: “Hmm I wonder how that Doodles memecoin is doing? Maybe it’s the start of a comeback” The memecoin in question:

🌸🐰Get ready to hop into the Easter spirit with our DigiDaigaku Easter Themed Wallpaper, perfect for tomorrow's festivities! Catch a glimpse of the behind-the-scenes creation process in our video below.

We're proud to announce we're emerging from stealth mode - with backing from @hiFramework and @BessemerVP We've built in stealth for the last 2 years to build the web 3 mobile game that will turn normies into degens (and onboard 100M+ gamers) 🧵 (two of you will be chosen) 🔑

@DigiDaigaku How does this work. You can borrow the screenshot from someone else in the replies 😂 I didn’t obviously because I’m not like that

We've been playing for hours, but the Digi Mascot seems to beat me every time.. 😓 Can you defeat the reigning Rock-Paper-Scissors champion? Share your winning screenshot below to earn 2500 Digi Points! 👇

bt on the keys • ᴗ •