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
Ponyo
Ponyo2025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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