wanted to clear up some of the outdated/inaccurate stuff I saw around some of the solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp replies yesterday, let's go. i'm gonna bullpost some other stuff after this, but I got a solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp bull post in me this morning blockworks.com/analytics/col… blockworks has tremendous data on their financials, very transparent. safe to say that the gacha scene, their partnerships, userbase, inventory, and infrastructure have all seen significant growth. also nice to see a good portion of people keeping and redeeming their cards aside from the cobie follow and unlock timing,I felt it was likely coinbase was partnering with cc because they've been the most aggressive about partnering with companies, as well as, as far as I can tell, having the best infrastructure to handle partners. as @wronguser000 says, the HIP3 of tcg another common theme was what if coinbase vamps them? or they aggregate them? or they partner with the random startup they vc funded with a guy who's main expertise is he sold a few cards and did some consulting? and to that I'd say, well, coinbase would have a failed business line. a lot of people on ct think you can just spin up a gacha like some random shitcoin. and sure, if you're using fake inventory, maybe you could. a real gacha business requires a significant physical presence, which makes it massively difficult to vamp if you have real inventory, you need to have a real vault. you need to have significant warehouse space (cc has 2 100k sq foot warehouses/vault space iirc, and bought a physical collectibles store for wholesale), you need to have workers, you need to have the infrastructure to redeems thousands or tens of thousands of cards physically. it's why even well funded operations like psa are delayed quite a few months on top of that, people go to gachas because they think they can win something valuable. people don't really want to spin for random trash, and cc has both the connections, and expertise to make sure they have many of the best cards and get them at good prices. you can't simply say you're going to buy $50 million worth of graded cards on the market without massively shooting prices up, the inventory doesn't exist that way. that's the benefit of tokenizing actual scarce physical goods and finally, you can see their marketplace royalties picking up. while gacha is obviously the primary revenue driver, it's very good that huge grails are being sold via their marketplace, and that marketplace revenue is growing. over time, I believe this will be such a superior experience to ebay that it'll drive substantial revenue and lead to tokenizing many of the most valuable cards. all rwa collectibles roads lead back to $cards