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X @PancakeSwap
PancakeSwap· 2025-10-29 06:00
New Syrup Pool: $MAVIA 🎮Stake $CAKE, earn $MAVIA with @MaviaGame, the team on a mission to bring web3 mobile gaming to the masses.🍯 Dip in: https://t.co/aj7nmGPvWK https://t.co/BrVCJNMXom ...
Needham's Bernie McTernan on if AppLovin can maintain its momentum
CNBC Television· 2025-10-06 21:13
Market Trends & Expansion - AppLovin is expanding beyond apps into the broader web and AI, aiming to become a key player in digital and AI, potentially like the "Nielsen" of the digital world [1] - The e-commerce sector, referred to as the "open web," is expected to contribute significantly to AppLovin's revenue, with consensus estimates around $16 billion [1] - Mobile gaming is seen as a major beneficiary of AI, with improvements in games expected to drive increased consumer engagement and spending [4] - AppLovin is undergoing a substantial Total Addressable Market (TAM) expansion by venturing into e-commerce [8] Competitive Landscape & Strategy - AppLovin's self-service platform, launched on October 1st, aims to emulate the success of platforms like Meta or Google for the web era [3] - AppLovin's Axon 2.0, utilizing neural networks, is designed to enhance advertising effectiveness [5] - AppLovin focused on rolling out Axon 2.0, allowing them to explode in growth, reaching approximately $15 billion in gross advertising spend, nearly half of the mobile gaming market [7] - Unity missed a product cycle, while AppLovin focused on Axon 2.0, leading to a disparity in market capitalization [7] Investment & Valuation - Mobile gaming stocks, including AppLovin, Roblox, and Unity, are considered expensive but justified due to their potential as major beneficiaries of current market trends [5] - AppLovin's valuation is supported by expectations of strong growth in e-commerce and the potential of its AI-driven advertising solutions [1][5]
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-08-20 15:11
Really excited to get this one out today - the team at PoP has a grand vision for onboarding millions of people to crypto-enabled/crypto-powered applications.We're going to keep developing onchain services that allow for this until we find "the one" that finally busts open the floodgates. I believe in the vision and that's a large part of why I joined Proof of Play.Unlocks like the Marketplace API allow for *any* developer, web2, mobile, web3, etc to implement a p2p market in their app/game/economy.It's all ...