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tbh @KyleSamani is right here, but I want to push the thesis further: we’re about to hit peak UI/UX. From here, every non‑agentic digital interaction gets gamified and hypergamblified including retail trading.
The failure mode of past web3 “games” was endogeneity: play‑to‑earn loops entertaining themselves. Self‑referential tokens, circular sinks/sources, no exogenous orderflow, no real price discovery. The winning pattern is finance → content, not content → finance. Keep risk explicit, measurable, and streamable. Entertainment wraps the trade, there really isnt any need to obscure it.
Even non‑crypto creators are noticing. We’re about to close a deal with a very well‑known esports creator (no names right now) with an enormous audience because they see what’s happening: gamified spot‑market interactions are a massive monetization unlock vs. simple promo/publishing deals.
iGaming giants see the same thing from the other side. They want rails to bring trading‑like instruments into entertainment: onchain assets smooth EV, create fresher games, and reduce working‑capital drag, because you can just mint magic internet money. I’ve proven it’s an amazing consolation + retention mechanic over the past 16 months with my own products.
Think embedded gamification for retail trading, the way embedded finance transformed consumer fintech a decade ago. It’s already starting onchain.
So the convergence is inevitable: trading × entertainment × gambling collapses into one onchain surface. Risk becomes content; liquidity becomes distribution.
The synthesis is lining up for a Cambrian explosion. There are multiple pieces to build in this stack, including incredibly large SAM stand‑alone products, but a few enormous winners will emerge.
Cracked zoomer devs will be vibe coding games on @RemixGG_ hooking it up to systems that provide the mech design, settlement, bankroll, liquidity routing and verifiability for trade execution + settlement.
Someone needs to build the rails for that. Gmultiply.

22 tuntia sitten
0/ What Pump and Zora are trying to build is entertainment + trading
The history of entertainment + trading dates all the way back to... Jim Cramer! He is the OG
Neither Pump nor Zora have cracked it yet. Why? bc entertainment and finance are somewhat in conflict
A 🧵
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