cin
13.8K posts

cin
@nonplayablecin
i skate and make videos @pudgytaiwan i spent a lot of time in saudi || prev: cmo @anzenfinance, marketing @plumenetwork







Uhhh I'd imagine they DONT WANT to sell inventory, its not that they DONT NEED to sell inventory. I cant pretend to be an expert on this gacha business but just LOGICALLY arent inventory redemptions a LEAK? My gut feels like its an oversimplication and misunderstanding to describe this as an infinite money printer. Is it not a SPREAD business? Its driven purely by volume. Kinda imprecise to allude to it being selling the same inventory over and over again. Wouldnt the biggest moat be having purchased the inventory before the huge run up and needing less capital outlay? But having leaks and having to replenish means more capital outlay on that inventory no? Of course you hope that by having this physical ownable inventory you have higher volume, and Id imagine the take/spread must be much higher than slots or other gacha in return for this inventory outlay on real world assets to make sense. But even then, for some there must be insurance etc stuff that goes up and obviously so does the liqudity required. Can a real expert write a post? Im really curious.


























