小捕手 Chaos Ⓜ️Ⓜ️T|Oct 14, 2025 03:49
Every bull market, a new "version answer" is born on the launch pad track.
The answers to the previous version were DAO Maker and Seedify
The version answers for this cycle are Virtuals and Buidlpad
If I add another option, I bet on the upcoming YGG Play launch pad.
There are several signals worth analyzing.
1/Financial aspect
On October 11th, YGG completed its fourth token repurchase, with a repurchase amount of $200000.
In just three months, the YGG team completed four repurchases with a total repurchase amount of 2.7 million US dollars.
All of these repurchase funds come from the revenue of LOL Land games, which means YGG has transformed from a pure investment DAO to a game publisher with the ability to generate revenue. More importantly, they chose to use their income to repurchase rather than distribute dividends, sending a signal of absolute confidence in future growth.
2/Chip level
During the cryptocurrency market crash, YGG was not significantly affected. At present, YGG's market value has risen to over 90 million US dollars, which is not much different from before the sharp decline.
As an old project launched in 2021, YGG has gone through a complete bull bear cycle. During the two-year bear market, most retail investors have already cut their losses and left the market.
3/Positive aspects
Based on the known information, YGG Play Launch Center focuses on fair launch and the project valuation is controlled below $1 million. The logic behind this strategy is:
Firstly, underestimation implies greater upward potential, which can attract more speculative funds to participate.
Secondly, fair launch avoids the problem of VC dumping.
The most important thing is that YGG relies on the gaming ecosystem, and the projects launched naturally have a user base and usage scenarios.
After experiencing the hype of AI agents, the market began to search for the next narrative. As one of the most mature application scenarios of blockchain, games are expected to regain attention.
The only risk lies in execution. YGG needs to prove that it can not only do a good job in game publishing, but also operate a good launch platform ecosystem. But considering the team's deep accumulation in the GameFi field, this risk is controllable.
Anyway, the YGG Play launch pad is definitely one of the most noteworthy alphas in recent times.
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