⚡ INSIGHT: Animoca Brand's gaming token TOWER grew 8X fast than Ethereum this month; gaming investment and active wallets went up in July.Web3 Gamer ft. @TowerToken via Cointelegraph Magazine https://t.co/LejHl8Hpfr ...

NFT & Gaming Updates - Crypto.com 的 Loaded Lions 为了庆祝周年纪念，推出了每日登录奖励 [1] - GameSquare 以价值 515 万美元的优先股获得了一个 CryptoPunk NFT [1] - BTCS Inc 为其公司金库收购了 3 个 Pudgy Penguins NFTs [1]

Ecosystem Growth - Sei ecosystem continues to accelerate, becoming the preferred base layer for finance [1] - Sei led all EVM chains in daily active wallets across the past 30 days [1] - Native USDC in circulation on Sei reached $160 million in just two weeks after launch [1] Protocol & Platform Integrations - Coinbase added Sei support for the x402 protocol [2] - MathWallet now supports Sei EVM [2] DeFi Activity - DragonSwap DEX passed $3 billion in all-time volume [2] - Oxiumxyz's order book DEX passed $500 million in total volume [2] - Bancor's CarbonDeFixyz reached an all-time high across multiple trading metrics [2] New Product Launches & Partnerships - SymphonyAg's Composer Launchpad went live [2] - Fiamma Labs launched their BitVM BTC bridge on Sei [2] - RuneHero, a Web3 MMOARPG, is now powered by Sei [2] Community & Events - Sei Gaming Day in Hanoi brought together builders, players, and partners [2]

GameSquare Holdings just announced a $2.5M deal with Azuki and the Anime FoundationGameSquare will add Animecoin into their Treasury along with their target of $250M ETH (and that Cowboy Ape Punk)And will help luanching gaming + anime merch and grow awareness for Azuki https://t.co/ufUmKvIQWx ...

Summary of Sea Ltd. (SE) Earnings Call Company Overview - **Company**: Sea Ltd. (SE) - **Market Cap**: $92.8 billion - **Enterprise Value**: $87.9 billion - **Industry**: E-commerce, Gaming, Fintech Key Highlights E-commerce (Shopee) - **Strong Performance**: Shopee's growth in 2Q25 exceeded expectations, with a 25% year-over-year GMV growth in 1H25 expected to continue into 3Q25, suggesting potential upside to the existing 20% guidance for FY25 [1][16] - **Service Quality Initiatives**: Management emphasized a focus on service quality, including VIP subscriptions and faster deliveries, which are expected to enhance customer loyalty and market leadership [1][17] - **Logistics Improvement**: Logistics costs in Brazil decreased by 16% year-over-year, with average delivery times reduced by over 2 days [16] - **Competitive Positioning**: Despite increased competition, Shopee's growth in Brazil remains robust, with management confident in maintaining market share [16][18] Gaming - **Revenue Growth**: Management raised FY guidance for gaming bookings to grow over 30% year-over-year in 2025, driven by successful IP collaborations [2][22] - **Strong User Engagement**: Positive reception of collaborations, such as with Netflix's Squid Game and Naruto, indicates strong user engagement and potential for further growth [22] Fintech - **Loanbook Expansion**: The fintech segment's loanbook grew from $5.8 billion in 1Q25 to $6.9 billion, with significant growth in consumer and SME loans [2][27] - **Market Penetration**: On-Shopee BNPL penetration is in the mid-teens, with Malaysia surpassing $1 billion in loans, indicating strong market presence [27] Financial Performance - **Revenue Estimates**: Revenue projections for 2025 increased from $21.1 billion to $22.0 billion, reflecting a 4% increase [28] - **EBITDA Growth**: Adjusted EBITDA for 2025 is projected at $3.8 billion, up from previous estimates, indicating improved profitability across segments [28] - **Earnings Per Share (EPS)**: EPS estimates for 2025 increased to $2.70, reflecting strong earnings growth [28] Valuation and Price Target - **Target Price**: The 12-month target price is raised from $193 to $206, reflecting a positive outlook based on strong performance and growth potential [3][26] - **Valuation Methodology**: The target price is based on a sum-of-the-parts (SOTP) analysis, incorporating DCF and EV/Sales metrics [32] Risks and Considerations - **Competitive Landscape**: Risks include heightened competition, macroeconomic factors, and execution challenges in new markets like Brazil [33] - **Market Dynamics**: The company acknowledges potential volatility due to the evolving e-commerce competitive landscape [31] Conclusion - **Investment Thesis**: Sea Ltd. is positioned as a market leader in gaming, e-commerce, and fintech in Southeast Asia and Brazil, with strong growth prospects and a focus on service quality and customer loyalty [30]

Financial Performance - Yalla Group achieved revenues of US$846 million in 2Q2025, compared to US$812 million in 2Q2024[34, 55] - Net income for 2Q2025 was US$365 million, representing a net margin of 432%[12, 34] - Average Monthly Active Users (MAUs) increased to 42421 thousand in 2Q2025, an 88% year-over-year growth[36] - The company maintains a strong cash flow position, with cash and cash equivalents, restricted cash, term deposits, and short-term investments totaling US$7041 million as of June 2025[53] Operational Efficiency - Cost of revenues decreased to US$279 million in 2Q2025, representing 330% of total revenues[38] - Selling and marketing expenses remained stable at US$87 million, accounting for 102% of total revenues[40] - General and administrative expenses increased to US$90 million, representing 106% of total revenues[43] - Technology and product development expenses increased to US$83 million, accounting for 99% of total revenues[46] Strategic Initiatives - The company repurchased 6230299 ADSs for approximately US$41 million in 1H2025 and is committed to repurchasing US$50 million for the full year[27] - All shares repurchased in 2025, totaling 6230299 ADSs, have been canceled[28]

WE'RE LIVE 🔴Join @0xPolygon x @Agglayer x @WilderWorld x @Moonveil_Studio to talk about gaming on Agglayer.Agglayer (@Agglayer):https://t.co/GZKvfM47Lz ...

12/ For the gaming fam, here's:- Dojo weekly recap- Dojo monthly recap https://t.co/9RghtR0PtvDojo (@ohayo_dojo):Welcome to the first Dojo Weekly Roundup of August! https://t.co/0yf06y8wwf ...

What’s your favorite #crypto use case? 🤔• Payments• NFTs• DeFi• Gaming ...

Gaming Industry Trends - The future of gaming and all media is envisioned as real-time experiences [1] - The concept is illustrated with "Imagine 2077", suggesting a futuristic and immersive gaming environment [1]