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TVLはミームです。本当に重要なのは、分配、リテンション、流動性のスピードです。
- MAU:1メートル+
- AGWユーザー:2.2m+
- トランザクション:52m+
- AGWリテンション:35%
- ライブアプリ:70(ゲーム34、トレーディング24、ソーシャル12)
- ポータルの粘着性:≈9分/セッション、7ページ/訪問
次に例を示します。
- @onchainheroes:セカンダリー取引量≈$300万
- @DeathFunGame:デビュー月の1M +ゲーム
- @LOLLandGame:最初の月に200k+ MAU
- @monstersdotfun:1週間で150K +の順番待ちリストのサインアップ

2025年6月24日
Betting on @AbstractChain = betting on the App Store in 2008.
Let me explain.
In 2008, the Apple App Store opened with 500 crude, almost toy-like apps (Simple soundboards, flashlight hacks, slingshot birds and doodle jumpers).
Quality was laughable by today’s standards, yet twelve months later that rough catalog had crossed a billion downloads and inaugurated a trillion-dollar distribution rail.
Abstract is tracing the same S-curve, but on-chain. One portal, one unified wallet (AGW), zero-friction onboarding, and an XP flywheel that turns every click into native demand.
Six weeks after launch, the network is already posting 1.5M monthly wallets, 91M cumulative txs, 70+ live apps, and a 35% week-over-week return rate; engagement numbers most L2s never touch.
Indie proof-points mirror the Angry Birds, Doodle Jump, Temple Run era:
• @deathfungame → 1M plays in month 1
• @monstersdotfun → 150K waitlisters in 7 days
• @onchainheroes → 1.1K ETH secondary volume in a few days
Lightweight by modern web2 gaming standards, and they scale because distribution is built in. The roster spans @gacha_game_ @MoodyMights @RoachRacingClub @MyriadMarkets @playgigaverse @visitsugartown, with plenty more in the queue.
The portal average visit runs 9 min/7 pages; users loop across apps, XP incentives surface every new launch, devs ship faster; App Store flywheel minus Apple’s 30% rake.
Ultimately, XP is the App Store equity Apple never issued. Stacking XP today is effectively claiming cap-table space before it prices in.
If you’d have bet on the App Store in 2008 when “slingshotting cartoon birds” looked trivial, Abstract is the same trade in crypto form: early distribution rail, verified traction, asymmetric upside.
Play, build, stack XP.
Own the rail before the rail owns the market.


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