$POWER thesis -obvious content winner; more exciting is clear concentrated $RON beta via their $power stack -consensus leader to deliver on “mass market" mobile game; 149k real users in most recent open beta (up 44% since last open beta) -D14 up to 37.3% up from 25% in previous

I'll buy as much $PIRATE has you have, right now at $0.14. Sell me all you want. Then go fuck off.

Fableborne's Primordials is an 1,392 collection, ONLY 18 LISTED. if you think Primordials will only be 1E, that is FUD the people want $POWER from Fableborne, the next golden child of Ronin

Put your dollars behind teams who are driven by a MISSION, not driven by narrative In $NRN, we found missionaries which aimed to democratize AI participation LAST CYCLE. These type of founders will go through walls to achieve their mission When you think about what will

long $pirate overview -$33mm from a16z & run by Amitt who started his career as the lead dev of Farmville at Zynga -success in (1) launching a beloved genesis "Founder Pirate" NFT collection, (2) shipping game with >100k DAUs on TWO live chains, and (3) launching $pirate on

Uhh $NRN just partnered with $ai16z and ElizaOS We're going to win so much, you're going to get tired of winning

facts on Fableborne's TINY 1,392 founder's collection - mint was $40, now $1.8k = 45x - ONLY 0.8% listed, whales are hodling and want $POWER - literally the next big hit after $PIXEL on Ronin The people want $POWER

Returns are impacted by number of tokens you know: (1) less names you know, the more your portfolio self selects to familiarity, and (2) the less exposure you have to new ideas

$NRN one of few liquid exposure to robotics: focused on leveraging their gaming background to pilot robotic sports i.e racing, combat etc, NRN Agent SDK will crowdsource data contribution for scaled model training to enable this

$MAGIC strong recovery from lows; market likes team's commitment&discipline to restructure runway to june 2026 and focus on their TreasureAI stack, building AI agents. Still high quality coin w/Binance/OKX and long term track record of shipping

Big for $YGG and Gabby Dizon | YGG the god father of web3 gaming, to leverage their brand to power crypto game devs. If they can deliver content w/ users + revenue, then $YGG val will rerate quickly.

Always respect it when a post-TGE team (especially with majority circulating supply) takes a big bold swing at reinvigorating their token, using it to power some new product or flywheel.

Protocol tokens are digital nations The highest leverage moat for a protocol is entrepreneurial capital, the SUM(GDP of projects on the protocol) These protocols incentivise, support and then earn their right to tax these entrepreneurs by helping them be successful Some

One of the most admired projects in web3 gaming; shipping velocity+community building are founders garnish and Dith specialities. ANY crypto gaming founder needs to follow their playbook for success.

Despite tough price action for $RON, you always want to be long cults; Recent outcry for change from holders i.e more token value accrual, is very positive this is a core community which had much of their economic / social ties transformed because of Axie / Ronin - this type of

Building a great game without great marketing is like winking at a girl in the dark You know what you are doing, but nobody else does

I dont know any better indicator of ones success -- of an individual or company -- as much as the ability to excite & engender love from people the most beautiful founders & businesses obsess over making their customers fall in love

Tracking $MYTH at $100MM FDV w/ 80% circ -FIFA rivals has delivered ATH active wallets, tx and gas fees -marketplace fees burning ~1.1% of supply annualised -marketplace ingame coming online in FIFA rivals this month, Pudgy Party full release and continual growth of NFL rivals

Big from Japanese $OAS who post investment from Softbank's SBIホールディングス（株） just launched a $75MM USD RWA project in downtown Tokyo

Valve's hits came from identifying cracked devs early, often college kids, then partnering w them. Beyond Half Life 1, an internal project, their major hits: - Counterstrike was just a half life mod, devs were brought inhouse in 2000 by Valve then launched as Half-Life: