
丰密KuiGas|Sep 11, 2025 11:53
The refining sector experienced unusual movements today
Most Web3 games in the past followed a token driven path, with monotonous and boring gameplay. The result is that the economic system cannot hold on, players play for two days and leave, and retention rates continue to decline. At the same time, the team and early investors held a large number of tokens, causing the project team to almost lose control of the in-game economy, and the token value was completely disconnected from the actual usage scenarios. Afterwards, Gamefi basically did not have any particularly impressive projects.
YGG once propelled Axie to its peak with its "scholarship model", becoming a top tier guild and winning investments from top institutions such as a16z and DWF. In the quiet period of the track, YGG is also seeking a mutation by launching YGG Play, transforming into an ecosystem that integrates publishing and development, directly creating games and binding YGG's value. Transform oneself from a union to a publisher.
The new strategy is very direct: no fancy big productions, focus on casual games; Quick trial and error+high-frequency iteration, creating products that can run smoothly and generate profits; First create profitable games, and then use the income to reward the token value.
The first achievement is LOL Land: this casual board game has a stable monthly revenue of $1 million, which is a rare sustainable profit case in the P2E model. During KBW, YGG also collaborated with Pudgy Penguins&Abstract to combine top IP and blockchain games, unleashing greater imagination.
In addition, there are rumors that YGG will launch its exclusive game Launchpad in October, using the Fair Launch mode. It is expected that the ecological project will be launched with a token issuance FDV of less than $1 million, directly benchmarking against Virtuals, but focusing more on the blockchain gaming track.
Once implemented, YGG will no longer be just a guild, but evolve into a Binance of the blockchain gaming ecosystem: it will not only create its own games, but also help incubate and issue tokens for ecological projects. YGG recently announced that it has completed a cumulative token repurchase of $1.5 million. The team should have confidence in their own upgrade and changes to take such measures. They are using real money to give the market confidence and anchor YGG's value on real business income, hoping that the price can continue to rise 。
At the same time, we look forward to YGG making big moves in the blockchain gaming ecosystem, driving the gamefi track and creating more employment opportunities.
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