#Metaverse is expanding fast! Which platform do you think will dominate? 🌐🚀 ...

Core Insights - Roblox is experiencing a resurgence in user growth and engagement after a post-COVID-19 slump, with significant increases in daily active users and engagement hours [5][6] - The company's bookings have also seen substantial growth, indicating strong user spending on the platform, which is a key financial metric for Roblox [8][10] - Despite positive growth indicators, Roblox faces challenges with high valuation and ongoing net losses, raising concerns about its profitability [13][15] User Growth and Engagement - Roblox had 111.8 million daily active users (DAUs) in Q2, representing a 41% year-over-year increase [6] - Users engaged with the platform for a total of 27.4 billion hours, nearly 10 billion more hours than in Q1 2024 [6][7] Financial Performance - In Q2, Roblox's bookings reached $1.44 billion, a 51% year-over-year increase, contributing to a free cash flow of $177 million, up 58% year-over-year [10] - The company estimates full-year bookings to be between $5.87 billion and $5.97 billion, reflecting a 34% to 37% year-over-year growth [12] Profitability Concerns - Roblox recorded a net loss of $278.4 million in Q2, totaling $493.5 million in net losses for the first half of the year, with forecasts for annual net losses between $1.20 billion and $1.26 billion [13] - The stock is trading at nearly 14.7 times its forward sales estimates, raising concerns about its high valuation amidst ongoing losses [13][15]

Core Viewpoint - BTC Digital Ltd. is urging shareholders to vote ahead of the rescheduled extraordinary general meeting on August 22, 2025, emphasizing the importance of participation from shareholders with smaller positions to ensure the approval of the company's proposals [1][2][6]. Company Information - BTC Digital Ltd. is a blockchain technology company focused on creating value in the metaverse, blockchain, and cryptocurrency mining sectors. The company aims to develop blockchain-related businesses in North America, including cryptocurrency mining, mining farm construction, mining pool operations, and miner accessories [3]. Meeting Details - The extraordinary general meeting will take place on August 22, 2025, at 9:30 a.m. Eastern Time, with no changes to the physical location, record date, or proposals to be acted upon [1][3]. - Shareholders who held BTCT shares on June 27, 2025, retain their voting rights, even if they have sold their shares since that date [2][6]. Proxy Solicitation - The company has engaged Advantage Proxy, Inc. to assist in soliciting proxies from shareholders prior to the meeting. The total fee for this service is $11,500, plus associated disbursements [4]. - The company will cover all costs related to the solicitation of proxies from its working capital [4]. Voting Importance - The majority of votes received so far are in favor of the company's proposals, but more votes are needed to reach the quorum required to hold the meeting. Every vote is crucial to avoid further delays and additional solicitation costs [6].

Core Viewpoint - BIGG Digital Assets Inc. has launched a dual-path Referral and Affiliate Program for its platform Netcoins, aimed at accelerating user growth and trading volume in a competitive market [1][3]. Group 1: Program Features - The dual-path program allows Netcoins users to invite others to trade, with both the referrer and the new user eligible for rewards upon meeting verification, funding, and trading criteria [2][7]. - The affiliate program offers tiered reward incentives for approved partners based on their monthly referral volumes, encouraging higher engagement [2][7]. - The program includes a flexible reward system powered by a random algorithm, allowing for special promotions with randomized higher payouts to enhance user experience [4][7]. Group 2: Company Overview - BIGG Digital Assets Inc. operates across three segments: a cryptocurrency trading platform (Netcoins), metaverse experiences (TerraZero), and blockchain technology solutions (Blockchain Intelligence Group) [5][8]. - Netcoins provides secure crypto trading in Canada and the USA, featuring over 60 assets for trading and staking, facilitated through mobile and web applications, API, and OTC trading [6][8]. - TerraZero focuses on creating immersive metaverse experiences and leveraging AI to connect brands with audiences, offering a full digital ecosystem for various applications [8].

What’s the one thing that excites you most about the #metaverse? 🌌 ...

Core Viewpoint - BTC Digital Ltd. has postponed its extraordinary general meeting to August 22, 2025, due to a lack of quorum, with no changes to the meeting's location, record date, or proposals [1][2]. Group 1: Meeting Details - The extraordinary general meeting was initially scheduled for July 21, 2025, and was adjourned to August 4, 2025, before being postponed again to August 22, 2025, at 9:30 a.m. Eastern Time [1][2]. - The meeting will take place at 61 Robinson Road, Level 6 & 7, 738, Singapore 068893 [2]. Group 2: Voting Information - The Company's Board of Directors recommends shareholders vote FOR the important proposals outlined in the proxy statement for the meeting [3]. - Shareholders who have already voted do not need to take further action unless they wish to change their votes, which will still be counted at the postponed meeting [3]. - The Company encourages shareholders who have not yet voted to do so now to avoid additional solicitation and expenses [3]. Group 3: Proxy Solicitation - BTC Digital Ltd. has engaged Advantage Proxy, Inc. to solicit proxies from shareholders prior to the postponed meeting [4]. - Only holders of record of ordinary shares as of June 27, 2025, are entitled to vote at the postponed meeting [4]. Group 4: Company Overview - BTC Digital Ltd. is a blockchain technology company focused on creating value in the metaverse, blockchain, and cryptocurrency mining sectors [6]. - The Company aims to develop blockchain-related businesses in North America, including cryptocurrency mining, mining farm construction, mining pool operations, and miner accessories [6].

Meta Platforms (META -2.99%) has been betting big on artificial intelligence (AI), and those investments paid off in the second quarter as the company crushed earnings and revenue expectations. That sent the stock soaring, with it now up 28% on the year, as of this writing. AI powers strong results Meta is using AI in two key ways to help drive growth. First, it's making its content recommendations better, which keeps users on its apps longer. More time on the platform means more ads served. Second, it's us ...

Core Insights - The technology sector has seen a significant shift in market leadership over the past 20 years, with tech companies now dominating the list of the world's most valuable firms, previously held by industrial and energy companies [2] - Major players in the tech industry include Nvidia, Microsoft, and Apple, with Nvidia leading at a market cap of $4.3 trillion, followed by Microsoft at $4 trillion and Apple at $3.1 trillion [3] - Meta Platforms, with a market cap of $1.9 trillion, is on a trajectory to potentially join the $3 trillion club, having experienced a 33% stock increase in 2023 and a 65% rise in 2024 [4] Company Performance - Meta's revenue for Q2 reached $47.5 billion, marking a 22% year-over-year increase, with diluted earnings per share (EPS) rising 38% to $7.14 [8] - The company has seen a 6% year-over-year increase in users across its platforms, totaling 3.48 billion, which supports its digital advertising success [9] - Meta's digital advertising market share is 21%, positioning it as a key player alongside Alphabet's Google at 26% and Amazon at 14% [10] AI Strategy - The advent of generative AI has significantly benefited Meta, enhancing its advertising algorithms and providing AI-powered tools for merchants [7] - Meta has developed its own large language models (LLMs) called LLaMA, which are available on major cloud platforms and power the Meta AI chatbot [11][12] - The company is investing heavily in AI talent and technology, aiming to develop personal superintelligence and expand into virtual reality and the metaverse [12] Future Growth Potential - To reach a $3 trillion market cap, Meta's stock would need to increase by approximately 53%, with projected revenue of $195 billion in 2025 [13] - Wall Street forecasts an annual growth rate of over 12% for Meta over the next five years, which could enable it to achieve a $3 trillion valuation by 2029 [14] - Meta's valuation is currently aligned with the S&P 500, yet its stock price has increased by 719% over the past decade, significantly outperforming the S&P 500's 203% rise [15]

The revenue meta for games has started on Abstract...But it won't be isolated there :) ...

Emerging Technology & Market Opportunity - The metaverse is fostering the development of new digital economies [1] - Industry participants should prepare to engage with virtual reality environments [1]