Unpopular opinion -. The best thing that has ever happened to ETH is SOL existence.

When I first arrived in crypto, I got to learn new terms, things such as Defi, web3, L2, L1, and DAO. At first, I thought that DAO was a brilliant innovation that would change the world. After a few months/years, I came to realize a few things that I didn't understand back.

It's not about the number of users, it's about the quality of the users. I think it's a common problem in web3 in general, and one of the things that kills web3 games.

Worth a read.

Following my last post, I decided that im gonna document the progress, but not the progress of my journey. But the progress of the business itself, I think, is more interesting . I will create a post explaining that in more detail, I just need to figure some things out first.

Thinking whether or not to document my journey here. X is a great place to track the process and see whether or not it's working, something ike a big ledger. Hopefully, people will find my content interesting, and I will do my best to share only interesting content. Still.

Ask a marketing expert in Web2 gaming how to onboard players and they’ll probably say "Meta or Google ads.". Ask a marketing expert in Web3 gaming the same question and you’ll probably hear "influencer marketing,". But why is that?. Here are my 3 reasons:. 1. Trust – the Web2 end.

There are more and more chains, whether its L1 or L2. That competing to onboard quality web3 games to their chain. The demand for quality Web3 games has never been higher.

Been thinking lately how I can make Web3 game founders’ lives easier. Right now, I believe it all comes down to one thing: CPI to LTV. A healthy ratio should be around 1:3 or better. Spend $1, get $3 back. But getting there isn’t easy. There are three drivers, IMO, that.

When’s the right time to move out and rent your own place?.

Been thinking lately about how tricky CAC and LTV really are in Web3 gaming. In Web2, it’s simple. CAC under $2 and LTV over $10? easy, put more money in the machine. In Web3, it’s a little blurry. Tracking is tougher, behavior is different, retention often depends on token.

Currently reading The E-Myth Revisited. One of the few things I implemented right away and saw instant ROI was zooming out. I used to think grinding inside the business all day was the key to success. But what I didn’t take into account was that strategic thinking isn’t less.

The fact that we’re seeing more and more Web3 game success stories helps shape the whole Web3 gaming space. Tokyo Beast hit $1M in revenue within 48 hours, that’s a impressive numbers. When I think about studios sitting on the sidelines, waiting for some sort of market.

RT @Yahav_web3: Web3 isn’t the only place where games are dying. Ubisoft’s major 2024 shooter just shut down. The rise and fall of XDefi….

What is the most important trait for a founder to have?. I will say convection/hope.

What I learned (especially for F2P games):. The 3 priorities must be: CAC, LTV, FUN. It’s not a number game, it’s a quality game. It’s not how many users you onboarded. It’s how many quality players you onboarded. That’s the difference. 7/7

Now you might say: Why not fix the leaks and scale?. Ubisoft answered it directly. “Too far away from reaching the results required to enable further significant investment.”. 6/7

XDefiant was F2P. Which means one thing:. If players don’t spend, the game doesn't survive. The model relied on skins, battle passes, and upsells. But without long-term players, none of that mattered. No stickiness → no spend → no sustainability. 5/7

Remember when I said player count doesn’t tell the whole story?. Here’s why. By fall 2024, concurrent players dropped below 20K. The reality? Most didn’t stick around. And when players leave, so does revenue. 4/7

So what went wrong? . Let’s lay out a few fundamentals. XDefiant was an F2P FPS. And for games like this to work, there is a need for 3 things:. Lots of players + Players who spend + Players who stick. Miss one, the whole thing collapses. 3/7.