Agreed with this take - web3 gaming sentiment has bottomed out and winners will re-rate on revenue, profitability, and the ability to do buybacks.
Meta Alchemist
Meta Alchemist10.8. klo 17.49
Generational opportunities show themselves when: - You see bottom formations across the category - Extreme negativity and catastrophic events have already happened - Narrative sentiment has nowhere to go but up from where it fell, because it was at such lows Crypto gaming has seen this happen: charts are showing bottom signals, many gaming studios closed shop, and the ones that remain realized they could not make their games about just p2a anymore. Profitability became the most important metric for everyone who stayed because investments dried. So maturing among those still here will be an inevitable result. Narrative sentiment has fallen to such lows that most market caps are a joke. Perfect setup if you ask me. NFA, but from here crypto gaming will signal revivals across the board, and only among those who are building interesting stuff that can reach profitability. Also, Seedworld.
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