Lao Bai|9月 15, 2026 15:41
A few days ago, I saw a tweet from @ dovw_o - Xiaodeng buys Pok é mon, Zhongdeng buys Nvidia, Laodeng buys Maotai
I deeply believe that
But to be honest, I couldn't get it in the first two years because I didn't play it very much myself. At most, I had experienced Hearthstone many years ago and had a rough impression of the cards
Until the Genshin Impact fire a few years ago, I had friends who spent a lot of money in it to draw cards. I couldn't understand it at the time, but I was greatly shocked; Immediately after, my 8-year-old child became obsessed with Pok é mon cards. Once, he spent all his saved pocket money of over 100 dollars to buy a set of Pok é mon card decks (which included a rare gold card from the must win) at the store. I slowly began to gain the power of this thing
The last time I slapped my face was when I saw Collector Crypto last year. At that time, I thought there was a huge market for "card on chain". However, their data was exaggerated and they reported that they had tokenized over 130000 cards, with a cumulative trading volume of over 1.6 billion US dollars. At one point, their daily revenue exceeded that of our industry leaders http://Pump.fun ……
Ideas may deceive you, but the market will not. The data proves that the path of cards, like Meme, has a strong vitality, so when I saw @ pulldotfun, my first reaction in the past might have been "another card drawing project", but now it leans more towards "the card model needs to spread from Solana to the outside".
http://Pull.Fun What I do is somewhat similar to Collector Crypt, but not entirely the same.
Both companies are solving a problem first: why does the physical TCG have to wait for the card to be sent back and forth between the buyer and seller before ownership can flow?
http://Pull.Fun At present, the lottery card, Redeem physical card Sell Back、 The processes of consignment and free placement are linked together. The most creative design is Consent: the rare cards you draw can be returned to the original card pool as inventory without taking them away. If someone else draws them later, the original holder will receive 85% of the card value.
In other words, a physical card can remain in the vault for a long time, but its ownership, transactions, revenue rights, and final delivery rights circulate rapidly outside.
This is also the logic behind TCG's on chain make Sense - turning the originally inefficient physical collectible inventory into an asset that can flow online. At Defi Summer's event, we tried using NFTs for concert tickets, rare membership cards, and similar ideas. Now, the Pok é mon card solution has become much more mature
but http://Pull.Fun What's really worth talking about this time is the Meme TAKO it's preparing to post.
Because an experiment different from CARDS is starting to emerge here.
The path of Collector Crypt is essentially:
Physical card → On chain assets → Gacha/Marketplace → Token
http://Pull.Fun I want to leave more like:
Physical card → Gacha/Marketplace → Community IP → Meme → Next stage assets of the platform
TAKO, this little octopus was originally http://Pull.Fun The mascot that has been present for a long time during the card drawing process will be taken out separately and sent as a Meme. 40% will be directly airdropped to historical users, with zero distribution to the team, and TAKO holdings will be used to participate in future PULL distributions.
This sequence is worth mentioning more.
CARDS follows the path of "expanding the platform first, and then harvesting revenue and points into a governance/incentive token";
TAKO, in turn, first hands over the native IP that is already active in the product to the user, and then uses the position as a ticket to the next stage. The team doesn't keep a single penny themselves. They have drawn the early batch of real money and put the people who keep inventory on the platform in the first place, instead of finishing the internal part first and then telling community stories.
The platform itself has good data. After being online for five months, the cumulative transactions have exceeded 40 million US dollars, and the agreement revenue is about 5 million US dollars. It has already entered the top five of TCG Gacha on the chain, which is supported by the value of the Pull platform coin
Season 1 has ended and the final ranking is still being confirmed; There will be a very short Season 1.5. There will be Robinhood going live (September 20-21) and Base connecting the South Korean Perp/TCG community as an incremental path. While telling the story to TradFi users on Robinhood, borrowing from the already established Perp Trader and TCG player base in Korea http://Pull.Fun The culture of card drawing has been grafted onto a group of new users who already know how to collect and trade.
Solana has proven with CARDS that physical cards on the chain can generate both volume and revenue; http://Pull.Fun Trying to expand the flow of the same set of inventory outward, conducting an additional layer of "very Robinhood" experiment - using a native IP to send a meme almost entirely to users, binding community identity, dissemination, and the next round of platform coins together.
TAKO will be launched on September 20-21. Interested friends should go there themselves instead of debating narratives http://Pull.Fun Draw two packs of cards and feel the sensation
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