TVL 是一个梗。真正重要的是分发、留存和流动性速度。 - MAU: 超过 100 万 - AGW 用户: 超过 220 万 - 交易: 超过 5200 万 - AGW 留存率: 35% - 在线应用: 70 个(34 个游戏,24 个交易,12 个社交) - 门户粘性: ≈每次会话 9 分钟,访问 7 页 一些例子: - @onchainheroes: ≈300 万美元的二级交易量 - @DeathFunGame: 首月超过 100 万场游戏 - @LOLLandGame: 首月超过 20 万 MAU - @monstersdotfun: 1 周内超过 15 万的候补名单注册
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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