Mate

Thank you @hardknocksedu 🙏

@AdamWeitsman @OthersideMeta @amazongames Are we having another opportunity to activate our hvmtl?

Yesterday I made a post saying that the first 100 people to comment with their favorite HV-MTL would receive a gift directly from me. As many of you know on January 22 we’re officially launching our HV-MTL GIFs on @OthersideMeta. The first 100 people who commented on yesterday’s post will receive a DM from me personally with their claim code and they’ll be able to claim the GIFs for free. Thank you all for the support.

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, Sappy.lol and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

@gmltony Shit went deep

Go to your ChatGPT and send this prompt: “Create an image of how I treat you”. Share your image result. 😂

Today @jpmorgan, the world's largest bank by market cap per @WSJ, announced they're launching their first ever tokenized money market fund—MONY—on Ethereum. The firm is seeding the fund with $100M of its own capital before opening to outside investors on Tuesday.

We’re thrilled to share our first collaboration with Yuga Labs, the team behind Bored Ape Yacht Club!

@sappyseals bullish

We've officially acquired the @sappyseals tag 🦭✅

@wabdoteth I missed this, can i still claim the purple pass?

All long term Sappy holders will receive a $MON airdrop allocation as per Monad's official blog. Excited to deploy our entire ecosystem there and onboard millions of consumers to the chain 🫡 Soon™

@monad_eco Logic

Sappy Seals have just been airdropped a Purple Pass SBT. The Purple Pass is your NFT invitation to explore the Monad testnet ecosystem. Access apps, receive NFT whitelists, and claim testnet MON with rewards that cut in half every 5 days. Claim is live: purplepass.monad.xyz/sappyseals

@cryptobruh117 I will give 10 usd for each like i get

I will be giving 10% of my Monad airdrop($60,000) to the person with the most liked reply 👇

Its so fucking over

@Notothegoat Sleeping TITAN

Gonna be funny when sentiment shifts on sappy seal ecosystem Sleeping giant

@CapetainTrippy @CryptoGarga @HodlrCollective @waabam @nftgerry @HeadofApe @BoredApeG @BoredApeGazette @yugalabs @TheeHustleHouse @nftnow @apecoin Didnt read but i support you

My first BAYC buy since 22. 👀 Bought this beauty out of ApeStrategy… fOr tHE cuLtUre! :P Caused a buy and 🔥 of 9.2 $ETH of $apestr “Grade me after Apefest” - @CryptoGarga And now a little bored brain dump… I feel really good about the ecosystem here. ApeChain has been alive close to a year and just the appetizer. Collections growing and will grow stronger in @OthersideMeta. $apestr flywheel will kick in on the way up for a feedback loop. $ape proliferating across web3 with project RAID making it more accessible to the masses and in defi @HyperliquidX , ApeChain, @solana and hints at more to come!! I look at this as all roads leading to Otherside and easy accessibility to what could be the biggest protocol in web3 history. A token that is a meme, native chain token + gas, and the currency of the foundation for the largest swing by far we’ve ever seen taken on a decentralized metaverse. The potential was and is MASSIVE. Was when we found out about it in 22 and is still now 3 years later. The market has done its work on it no doubt. Dilution occurred at an incredible rate leading up to this point. Admittedly a year ago, I thought we were headed into alt coin season at the exact moment we were launching @ApeChainHUB and the token did rip… and then we got a hard stop at the top of the cup (see chart) and the $trump and $melania token at the peak of pump.fun crime season and now we are back where we started… before last Apefest and before the chain was announced. And now we stare into what could be alt season once again, with a fully formed cup and handle (again see chart) staring us in the face. Apefest 20 days away and hints at big things to come. What’s going to happen? I have no idea as I’ve been away from crypto since April and only recently poked my head back in. I can tell you this… I feel the calm before the storm. I own more $ape coin now than when I left, and will continue to accumulate $ape, deeds, Koda’s, BAYC/MAYC, anything I can get my hands on. The team has been punched in the face over and over and yet they get up, and keep grinding, keep building, and see the vision of what’s to come. Web3 will come alive in Otherside and @BoredApeYC will be at the center of it all. I’ll end with this… NEVER FADE YUGA! This is a new era with commited and capable web3 leaders at the helm, to name @CryptoGarga, @_PPMan_, @mfigge, @0xQuit, @imjameshall and more… YES I AM BACK. (Community only) YES I AM BULLISH. TO VALHALLA, Apes and $ape!!

@zerohedge 2000k is a lot but news is news. Bullish

Bitcoin almost $123K, up $2000K today

@sicko_ape This is how legends are made

19 now

Locals at mentawai know stuff

@Cheguevoblin Yea i would

@wabdoteth This looks like arfhalla ngl

We've started integrating Telegram/TON stickers into Sappy products to be used as limited edition emotes and expressions. This is the first time Stickers have been given "utility" and a purpose within a wider ecosystem beyond just Telegram itself. The thought came from the concept of limited edition skins...people in crypto have theorised about "interoperable skins and assets" but nobody has truly tried to implement them. With Telegram stickers in particular, they work great since there is no fundamental utility and they already have a pre-defined purpose within Telegram. That means you can monetize by having a purpose for these assets, and the premium markup they have becomes unquantifiable and not anchored to one specific product/platform -- an extremely important principle for digital veblen goods like CS skins for example. And as a buyer of these assets you know that whatever you buy throughout our ecosystem gets integrated across verticals, horizontally. There's no bagholder creation, and no tech or utility debt because they integrate very cleanly and simply into existing structures that most apps/platforms already use. Imagine a world where Telegram Stickers/Gifts become an interoperable asset over Telegram, Games, and custom Profile Pages on other crypto-native platforms. Sappy станет экосистемой номер один.

@CryptoSkillit If i keep buying we’re never gonna make it

What will the Seal floor price be when this hits 5000?

@cryptogoos im gonna block u

🇺🇸 Tom Lee thinks that Ethereum will hit $60,000!