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X @PancakeSwap
PancakeSwap· 2025-10-29 06:00
New Syrup Pool Announcement - A new Syrup Pool featuring $MAVIA is launched [1] - Users can stake $CAKE to earn $MAVIA with @MaviaGame [1] Project Overview - @MaviaGame aims to bring web3 mobile gaming to the masses [1]
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
Vision & Strategy - Proof of Play aims to onboard millions to crypto-enabled applications by developing onchain services [1] - The company seeks to find "the one" service that unlocks widespread adoption of crypto [1] - The Marketplace API enables any developer to implement a p2p market in their app/game/economy [1] Technology & Implementation - The system is powered by stablecoins, but users interact with USD or other supported currencies in their in-game balance [2] - This approach aims to provide broad access to DeFi capabilities [2] - Proof of Play positions its technology as a paradigm shift, similar to the introduction of gunpowder [3] Market Opportunity - Mobile gaming spend exceeds $50 billion annually, representing a market that has not yet fully accessed DeFi benefits [2] - The company aims to increase the lifetime value (LTV) of an install for developers [2] Call to Action - Proof of Play invites interested parties to join the alpha cohort [3] - The Proof of Play Marketplace API is now live, starting with Pirate Nation [3]