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Jihoz.ron
Jihoz.ron|10月 05, 2025 19:11
Summary of what i remember from this panel: 1. Crypto is entering the era of institutional adoption. Web3 gaming, besides the obvious requirements of making good games with working economies, must also embrace financial engineering via as ETFs and DATs. This has been the main thing that’s worked this cycle. microstrategy and bitcoin etf for bitcoin eth etf and bitminer for ETH. while sentiment is bad this is because typically token buyers and users are two different archetypes. the gamers are not going to have enough capital to get the valuations to where they need to be. but the traction is much more than it was last cycle and large investors will move in and re-rate gaming tokens via a rotation and some point. gaming founders need to continue to build and also get better at pitching institutions + wall street 2. onboarding web2 publishers is important for example: ronin is working with Gravity, Zentry, Maxxion on @ROL_Genesis. tens of thousands of players. millions in revenue. blockchain invisible to most users. 80% are normie muggle gamers that play on the nft server(Jihoz.ron)
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Timeline

10月 31, 01:06Strategy Q3 net profit reached $2.8 billion
10月 28, 16:47Congratulations to @playcambria on completing the funding round
10月 28, 16:47The craziest burn event in cryptocurrency history
10月 28, 15:57MicroStrategy holds more than 3% of the total Bitcoin supply.
10月 28, 07:02MicroStrategy has paused Bitcoin purchases
10月 28, 04:01Ronin Arcade Prize Store is now live
10月 28, 00:49S&P has rated Strategy as a junk credit rating.
10月 27, 14:17Discussion about filters originated from the MicroStrategy conference
10月 27, 09:50Pause Ronin Blitz rewards, reload the funding pool
10月 26, 11:22Michael Saylor may disclose Bitcoin accumulation data

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