Top Results168 results
Long-Term Stability
Projects like Axie Infinity and Pixels achieved significant early scale by distributing...Meanwhile, Axie has lost close to 90% of their userbase (2.7M MAU -> 350k DAU) with revenue dropping...The Axie hype resulted in massive capital inefficiencies leaving the Web3 gaming space plagued by poor...
Alpha Insight
6 Min
Gaming
May 2025
...ecosystem, Pixels saw incredible user growth, surpassing 1M DAU in May by successfully re-activating many Axie...Since the Axie hype, countless teams have entered the space, further diluting the available pool of liquidity...Axie pioneered this past cycle, and now our eyes turn toward potential candidates who may lead the charge...
Report
18 Min
Gaming
Sep 2024
Axie Infinity transformed what CryptoKitties and similar early iterations had conceptualized in the years...After Axie, the market diverged into two distinct paths:
Web2.5 Games: Projects explicitly attempting...
Alpha Insight
8 Min
Gaming
Feb 2025
In the 4 years since Axie Infinity sparked a gaming hype cycle drawing in over $4B of investment, few...is one of the highest-earning applications in crypto, and the most successful consumer product since Axie...
Alpha Insight
12 Min
Gaming
Mar 2025
...shortly after the Pixels migration, which proved Ronin’s ability to support growth beyond the core Axie...This is not necessarily bad, as the 2021 post-Axie FOMO resulted in many overfunded teams with little...this occurred: the mania in H2 2021 and an even larger explosion of wallets in H1 2024 coinciding with Axie...
Alpha Insight
8 Min
Gaming
Feb 2025
So the story of Ronin really starts with Axie Infinity. And so Axie....So within six or nine months of deploying, um, Axie onto Ronin, Axie went from 19, 000 DAU to 2. 8 million...So, like, you know, Axie and Pixels both hit millions of, uh, DAU....Um, so, you know, in the early days of Axie, it was like, okay.
Media
63 Min
Gaming
Feb 2025
Established Top Networks
Ronin
Ronin continues to lead in player engagement, leveraging Axie Infinity...
Report
61 Min
Gaming
Dec 2024
Years after Axie Infinity first brought blockchain gaming to the broader public’s attention, the number...
Report
31 Min
Gaming
Sep 2024
GOLD does have a very high FDV (in the trillions), and high emissions, so this could play similarly to AXIE...
Report
21 Min
Gaming
Jun 2024
...and web free gaming in 21, we started to discover two communities in particular, Splinterlands and Axie...Uh, we saw a sliver of that, I believe with Axie and in the last cycle that there were individuals that...that’s the biggest lesson we learned from just observing 2021 and 2022, is there’s some games like Axie...
Media
47 Min
NFTs & Gaming
Jan 2025
When I saw Axie, right, and Ronin, and let’s call it the first cycle of gaming really take off, I felt...
Media
65 Min
Gaming
Feb 2025
Through our early work and investments with teams like Axie Infinity, Yield Guild, and Immutable – we...
Alpha Insight
22 Min
DeFi
Jan 2025
...that don’t know the, the thesis behind like, you know, the quote unquote Ronin effect is essentially Axie...
Media
80 Min
DeFi
Dec 2024
(a recently settled case), a handful of gaming tokens (Decentraland’s MANA, The Sandbox’s SAND, and Axie...an ecosystem, and with Ronin’s current value proposition, it is well-positioned to capture the next Axie...As demonstrated by Axie Infinity and Ronin, an empowered community has the potential to act as an effective...
Report
36 Min
Gaming
Dec 2023
What originated as a necessary piece of infrastructure to cope with Axie Infinity’s rapid scale, Ronin...Admittedly, many have stuck around Ronin for Axie, with the most recent season of Origins (season 6)...past 90 days) and ~130k daily transactions (note that this does not account for the F2P players of Axie...
Report
42 Min
Gaming
Oct 2023
...prospect for crypto, having invested in 50+ projects over the past 5 years leading all the way back to Axie...
Alpha Insight
11 Min
Gaming
Sep 2024
$660M in tokens, two new token standards aim to advance NFT utility, exciting updates from Magic Eden, Axie...In more recent RON-related news, on May 17th, Sky Mavis announced that Axie Infinity: Origins would launch...As mentioned earlier in the report, Axie Infinity recently launched Origins in select Apple App Stores...
Report
18 Min
Gaming
Jun 2023
On May 17th, Axie Infinity released Origins in the Apple App Store, which caused AXS to rally 8% within...Sorare, NBA Top Shot, and Axie Infinity had combined volume of $15M USD, almost 7x smaller in comparison...Since its inception, Axie Infinity and NBA Top Shot have generated over $4B and $1B, respectively.
Report
30 Min
Global Macro Themes
Jun 2023
...design models, such as CryptoKitties in 2017, the NFT breeding game that took over Ethereum, and later Axie...
Report
29 Min
Gaming
Jun 2023
Axie Infinity
Next up is AXS, one of the early pioneers in blockchain gaming and one of the first blockchain...
Report
17 Min
Derivatives
May 2023