Nett

The new @fantasy_top_ Dune dashboard is live 📈 dune.com/Nett/fantasy This is just the first version — it covers the core data after the move to Base. Would love your feedback: what’s missing, what to add next. And yes, I know which stat you all wanted to see the most 👇

@trylimitless 0x469894E7c0F9be018cB50b22735ad1e06554fff4

Drop your Limitless address below asap. Don't ask questions.

@dankerwim @fantasy_top_ Not 100% sure, but I think the main issue could be Twitter API limits. When I was building my own system to analyze heroes’ activity, I realized how complex (and expensive) it is to constantly scan Twitter. After Musk bought Twitter, the API became extremely restricted.

it’s already hard enough to onboard new @fantasy_top_ players, but having the indexer go down every single tournament completely degrades the user experience for any new or veteran player unless it's something outside of the team's control like AWS crashing, it's inexcuseable for one of the most important aspects of the game to be constantly broken

gm Back to @fantasy_top_ after a deep dive into prediction markets. Fixed the "unknown" method bug on fanscan(dot)live and refreshed all affected cards. Next: recalibrating the Dune dashboard for accurate tracking.

@polylayerx How do I get an access code?

"As long as there is delusion there is hope" The elephant in the room for @fantasy_top_ is the market value of cards free-falling since April this year. A few things have been tried (seasons, new league, arena) but none of them have been the solution we are looking and hoping for. I want to discuss three topics that I feel are the biggest contributors to the free-fall of card prices and what the team can do to support their community who is losing money at an unprecedented pace which is bleeding into the sentiment on the timeline. Let me preface this by saying: I love the game. I love @travisbickle0x . I love @710_eth, I love @0xKipit and @0xMikado , the builders, the mods, the community. This is not a post to "dunk" on the project. This is my perspective on a solvable problem and an attempt to help. Fantasy tournaments have three reward mechanisms: 1. FAN points 2. Fragments 3. ETH Let's dive in to why the market is losing steam. -------------- FAN POINTS -------------- A lot of Fantardio's who lost money recently on their purchases or holdings, have come to the obvious conclusion that in order to make it all back, they want to cash out by dumping $FAN allocation on TGE. This is obviously not a sustainable solution, but that doesn't mean we should not explore TGE at all. The Fantasy TGE has been the most anticipated airdrop of Summer 2024. As we are currently in Winter 2025, it is fair to say that it is now one of the least anticipated airdrops, and many doubt it will even happen (mental damage caused by Stars and ELO). This doubt in $FAN plus the fact that EVERY WEEK the number of FAN points in circulation increases, has lowered the expected value of FAN points. People were willing to not make much money on a weekly basis as they were still racking up FAN point which would eventually pay itself back at a TGE, but it's now been almost two years of inflation of points, causing billions of points to have been amassed. With FAN points not factoring in on ROI anymore, FAN as a reason to re-invest your winnings into new cards or to keep good card pulls has diminished. But this is not a lost cause. My proposed solution to this is a three-stepped approach: 1. Snapshot current FAN holdings and reset the count 2. Announce a Season 2 3. Design allocation mechanics for a potential TGE where if you only play Season 1, you get a lower multiplier. The fewer tournaments played, the lower the multiplier. Play both seasons, higher multiplier This not only DIRECTLY confirms that a TGE will still happen and putting some hope/belief back into the system, it also entices people who cashed out along the way to come back for round 2. We do need a set time limit for Season 2 (3 -5 months imo but open for debate), and a fully designed TGE plan, but we still have half a year to figure this out. You can even soft-lock part of the allocation (frame it as BONUS TOKENS) behind having to play more tournaments to unlock the tokens, ensuring not a complete standstill after TGE. This puts value back in to the FAN points we earn every week, solving part one of the rewards. -------------- FRAGMENTS -------------- It is no secret that with current market conditions, fragments just are not worth playing for. The current floor price of cards is 0.0013 ETH, or $5. You can buy 50 fragments for one floor card, which gives us a value of $0.10 per fragment (which is an optimistic price, since burning floors for fragments is about ~75% EV, so $0.075 per fragment is likely more realistic). Getting first place in Elite will give you 2500 fragments, which you can expect to get $188 for if you spend it on Jade Packs. Winning elite is not a good benchmark to look at fragments, as the money you have to spend to win ($75,000-100,000 at least) means you will never make anything significant back through fragments. Bronze is a better example: Placing in the top 10% of bronze will get you roughly top 1000 - this will give you 50 fragments, or $5. There are no ETH rewards here, and nobody really looks at the $FAN anymore. So this is just not enticing at all, considering you need to beat 90% of all decks to win $5, so you must have competitive cards. Currently, Fragments are being used as a "free" rewards mechanism for devs. They can slap a fragment reward on anything at zero cost of their own. The burn leaderboard does nothing. Nobody is burning more cards due to the burn leaderboard, but we are refunding 100,000 fragments. We are giving Fragments to Arena players, Arena heroes, grants, and while I am thankful for it and recieve fragments in these ways myself, it is clear to everyone involved that too many fragments are being printed right now. Solution - Lower fragment output by ~15%, compensate with ETH This is a tough pill to swallow and easy to shout from the sidelines, but we need to turn this boat around somehow. Remove reverse for all I care, or at least get more creative with it. ----------------- ETH REWARDS ----------------- The start of the market downturn was the huge 40% rewards nerf we saw in April of 2025, combined with a bye week. Luckily for us the bye week didn't last more than, well, a week. But the rewards nerf in ETH is still very tangible. Less ETH rewards directly means less funds available for people to re-invest into the game. I get the need for a sustainable runway, but once FAN has monetary value, we are less reliant on those ETH reserves and it is alright to blast through them at a slightly more rapid pace than we are currently doing if it brings back players, excitement, and hope to the game. Nobody knows how long this "bull" market will last. All I know is, with FAN points and Fragments already at a low point, if ETH would suddenly be <$2500 again, there is a serious lack of incentive to play core at all. And that is coming from someone who dedicated his entire online persona to this game. Solution: increase ETH rewards by 15% to compensate for the Fragment reduction ----------------- OTHER ISSUES ----------------- One of the things that I miss a lot in Fantasy is sneak-peeks, updates on what is being worked on, and what is in the pipeline. There has always been an inherent lack of transparency and communication that makes it very hard to look forward to what's coming next. We simply don't know what you are building on. Communicate MORE. I want updates on bugfixes, changelogs, get people talking about the game again on the timeline! Secondly, there is inherent sluggishness in development. I feel like since Clout was introduced and now Arena is a priority too, the updates that Core is getting are few and far between. Core needs some love, and the 6-week season means that the game is stagnant for 6-weeks at a time. Experiment more! More star changes, experiment with reverse (rotating gamemodes like closest to 2500 points wins). There is so much to explore that I feel could be a smash hit. ------- HOPE ------- I would not be speakin honestly if I didn't shine some light on the reason why we are all still here. The game fuckin slaps. Predicting virality and strategizing around the content you read every single day regardless, is insanely fun and addictive. I love Arena, I love that anyone can be a hero and I love seeing my friends in my draft picks. That just puts a smile on my face every single time. The partnerships are PHENOMENAL. We have partnered with @monad (thanks @intern & @sherlock_hodles), with MANY NFT projects along the way, and now @ParallelAiRev got us the @ParallelTCG partnership. This avenue is definitely one of the bright lights of Fantasy, as every hero has their own benefit and contacts within the industry, which means the team has those contacts indirectly as well. A lot of potential here. The community surrounding the game is insanely talented. We have @Khallid4397 and @thecarpenter creating content weekly, we have @0xthemolt, @boredsharky, @web3tool and MANY MANY other talented devs create third party websites and tools to use (findable on fantard.io fantasy hub!) Fantasy literally made my Web3 presence in what it is today. I will be eternally thankful for this experience no matter where we end up. If Fantasy has a million Fantardio's, I am one of them. If Fantasy has a thousand Fantardio's, I am one of them. If Fantasy has one Fantardio, I am him. If Fantasy has no Fantardio's left, I am dead. /fantardio

I've selected my Kings of the Hill on FT Optimizor by @nils116 for @fantasy_top_ W2 S5! 👑 1⭐ 0xjaypeg 2⭐ IcedKnife 3⭐ Pentosh1 4⭐ Cbb0fe 5⭐ rektober 6⭐ based16z 7⭐ greg16676935420 8⭐ blknoiz06 Predict yours on x.com/nils116/status…

Reminder: legendary cards are still hiding in Jade packs on @fantasy_top_ Congrats @0xZsl

I've selected my Kings of the Hill on FT Optimizor by @nils116 for @fantasy_top_ W6 S4! 👑 1⭐ Zeneca 2⭐ evan_van_ness 3⭐ Cbb0fe 4⭐ vohvohh 5⭐ KookCapitalLLC 6⭐ notthreadguy 7⭐ StarPlatinumSOL 8⭐ greg16676935420 Predict yours on x.com/nils116/status…

I initially had similar thoughts. But if you look at the actual treasury numbers, the situation doesn't seem as critical. On May 15th the treasury had 1,342 ETH, and by September 8th it was at 1,331 ETH. So over the past ~4 months, the treasury has essentially been breaking even despite weekly prize payouts. This suggests the project's economics are already close to balanced. In my view, trading competitions combined with other revenue initiatives could boost market activity and push the project into profitability. Either way, I think we should wait for the official announcement from the team with detailed numbers before drawing final conclusions about the project's future.

I was somewhat disappointed by the recently announced news about halving rewards in reverse. But this was quite expected. I was completely thrown off by the information @web3tool discovered about halving the project's treasury - there was no announcement. Yet everything is built on this treasury - predicted tournament prizes, and consequently the market cap of 300k cards. In an instant, this game went from a theoretically positive-sum game to one twice less profitable for everyone (or maybe it turned into a zero-sum game - look at the price trends). We received an explanation from the team (after the fact) that this is belated profit management of this unprofitable protocol, in general, a cash-out. The protocol currently has no way to replenish the treasury faster than it's depleting - card prices, market activity, and shiny pack purchases don't compensate for weekly prizes. They could introduce paid tournaments, and here's a brief overview of how players in this game feel about paid games: At the start, when tactic tournaments with free entry and Blast gold rewards appeared, they had 2 or 3 thousand spots (I don't remember exactly how many). I waited for registration to start, and my record was five entries in 50 seconds, after which no free spots remained in the tournament. Time passed, and we got tactic tournaments with paid entry - symbolic 5 or 10 dollars. One type of these tournaments had 100 spots. @MooneyMillions and I occupied about 25-30 of these spots. Occasionally, other guys with multiple entries played too. And these tournaments took 30+ hours to fill up before this type of tournament was closed (for "maintenance"). And it's not about the prize structure, mechanics, or their duration. It's about the fact that among us, there are no amateurs willing to test themselves in paid games based on influencer activity. This was a veiled announcement about my gradual exit from the game.

Noticed a 655 ETH outflow from the @fantasy_top_ treasury a few days ago. Was this a restructuring, operational move, or something else? Just want to update my Dune dashboard correctly and make sure I didn't miss any announcements. @travisbickle0x

I've selected my Kings of the Hill on FT Optimizor by @nils116 for @fantasy_top_ W5 S4! 👑 1⭐ 0xMakesy 2⭐ zacxbt 3⭐ heartereum 4⭐ SCHIZO_FREQ 5⭐ Pentosh1 6⭐ Jack55750 7⭐ beast_ico 8⭐ DipWheeler Predict yours on x.com/nils116/status…

It's incredible to see the amount of tools and gamified apps being built around the @fantasy_top_ ecosystem. 🙏to the team for thinking ahead and having an API for builders to jump into. I'm obviously biased toward @FantasyTopHuds but wanted to highlight a few cool observations from it. 1. Congrats to this week's podium winners in the in-app Bronze league tournament! 1st: @0xDunc 2nd: @_excedo_ 3rd: @JuanSnow They've stacked up more than a couple trophies.🏆 2. The HUD app just surpassed 100 users🥳 HUD users represent: The top 5% of players in the FT Core game, by $FAN won and leagues won. Almost 10% of all decks being played in FT Core. That means 1 out of every 10 decks is built by someone who is able to make more data-driven decisions from the HUD, which I think will compound nicely into the leagues becoming more competitive with bigger prizes for the top players. PS I think the builder, @socialsin, plans to celebrate 100 users with a nice gesture to all $HUD Points holders.👀 3. As FT evolves, it's my mission to opensource my strategies and help anyone who wants win more, to learn more. If you are a hero in Fantasy Top core, and you play the game, reach out to me if you want a HUD Pro Player and Pro Trader subscription for FREE for the rest of the year. 4. One area I think the HUD could evolve into with another product is possibly on Farcaster, via a mini app that could do something PvP. If anyone sees a cool opportunity there, please reach out. I'm happy to throw some resources at it, and I know SocialSin is already experimenting with building on Farcaster. 5. Beyond the HUD app, be sure to check out @web3tool's Fanscan(dot)live and his Dune dashboard. @boredsharky's fanfanpro(dot)com, and @nils116's King of the Hill weekly game through ftoptimizor(dot)xyz. Fanscan is a great visual livefeed of what's being opened, burned, and level ups. FanFanPro has great visuals and analytics of heroes and players. King of the Hill is a fun weekly mini game, and I like the distribution of it on X. I hope everyone keeps shipping! 🤠

A few simple tips for new Fantasy.top players -hopefully some will help seasoned players too: 1⃣ Start small. Buy low-cost cards first; play in Bronze and Reverse leagues while you learn the mechanics. It keeps mistakes cheap. 2⃣ Keep some liquidity in reserve. Once you set your initial investment, don’t spend it all at once. Save some for future weeks - star changes mean you’ll need to draft again later. 3⃣ Try to buy with bids. It’s not always easy and takes time to set up, but over the long run, bidding boosts your results. 4⃣ Use helpful info resources: Twitter: @Khallid4397 (super insightful) fantasysheets.xyz by @0xthemolt fanfanpro.com by @boredsharky fanscan.live by @web3tool These are the tools I use - every one is full of useful insights and made with real passion. 5⃣ Get involved. Fantasy.top is more than a game - it’s a community. Join chats, hop into discussions on Twitter, ask questions and participate! The more active you are, the deeper you'll get and the more you’ll learn. You’ll always get advice and support - seriously. Test it out - including right under this post!👇

I've selected my Kings of the Hill on FT Optimizor by @nils116 for @fantasy_top_ W4 S4! 👑 1⭐ @optimizoor 2⭐ @0xgaut 3⭐ @icebergy 4⭐ @heart_ 5⭐ @sherlock_hodles 6⭐ @CryptoKaleo 7⭐ @blknoiz06 8⭐ @greg16676935420 Predict yours on x.com/nils116/status…

@sevenkov7 @0xRacist @mys7ix @fantasy_top_ Packs are great again

jfc probably the worst drop over this kind of distance that I’ve ever seen Imagine opening 100 packs and your best card is @0xRacist and @mys7ix doesn’t even need to imagine it Glad he at least got a double skip even if it’s on Notsofast But on the other hand, I noticed that the drop from Shiny packs today is much better than from Jade, that could be interesting @fantasy_top_

Positive ROI again on @fantasy_top_ after 50 packs

@supremeleadoor @j0hnwang @fantasy_top_ Same! Really hard to interpret price movements without seeing the volume behind them

@web3tool @j0hnwang @fantasy_top_ Would be nice honestly Current charts show very little info

@j0hnwang has the best price action of all @fantasy_top_ cards right now 📈 Remember how many of his cards you burned? 🔥

@supremeleadoor @j0hnwang @fantasy_top_ This is my local tool right now, but I'm figuring out how to make it live for everyone.

@web3tool @j0hnwang @fantasy_top_ How do I get this chart ser

Link 👇 dune.com/Nett/fantasy

Added a Market section to @fantasy_top_ @Dune dashboard. Track by timeframe: 🔸Trading volume (ETH) + trade count 🔸Trader activity (new vs returning)