Pima
Pima|Sep 11, 2025 05:10
The TCG market is definitely a great track for the RWA path—there’s a market, room for growth, revenue, solutions to traditional pain points, and it’s close to the consumer market. The gamified financialization of gacha machines and the secondary development of interactions (games/DeFi) after NFTs both provide room for further expanding profit margins and retaining users. The only tricky part is that the competition in the early stages is a bit intense, and the landscape is still unclear. The market share battle between CARDS, Phygitals, and other projects will also be quite interesting. CARDS has enjoyed the first-mover advantage of going public, and the team is relatively professional. The key will be how they manage the supply chain in the future, especially the holdings of rare cards. Continuous evaluation of the team’s strategic execution will be necessary. One fundamental shift is the emergence of professional data everywhere. Everyone should try to let the data speak for itself instead of just drawing big pictures. We’ve already been overfed by unprofitable project teams in the past few years, thanks. Consumer finance is happening on SOL.
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