In the past cycle, we have heard too many stories about infrastructure.
Every public chain boasts about how high its TPS is, and every Layer 2 talks about how low its gas fees are. Capital is frantically pouring into the infrastructure track, making the current Web3 seem like a deserted city filled with highways and skyscrapers. The roads are wide, the buildings are tall, but there are no people.
As a trader who has been watching the market for many years, I keenly sensed the shift in direction. The year 2025 will mark the year when the 'Fat Protocol' theory fails and value migrates en masse to the 'Application Layer'. We no longer need more roads; what we need are the cars running on the roads, which we commonly refer to as 'Consumer Crypto'.
At this historic turning point, Yield Guild Games has not waited for death with the outdated 'gold farming' model but has achieved a textbook-level strategic upgrade through the YGG Play Launchpad. It is evolving from a simple guild into the 'Tencent Games' of the Web3 era—a super platform that masters top distribution channels.
Today, I want to set aside micro-operations and help everyone understand from the height of the industry cycle why YGG may be the biggest beneficiary of this round of 'application layer explosion' dividends.
One, the commodification of infrastructure, issuance channels become the new kings.
In business history, there is a recurring rule: when infrastructure becomes cheap and overabundant, those who master user entry and distribution channels will take the biggest piece of the cake.
Look at the current public chains, they even start to pay for developers and users in order to compete. What does this indicate? It indicates that underlying technology is no longer a moat; liquidity and user attention are.
The emergence of YGG Play has precisely locked in this ecological niche.
For those project parties making Casual Degen games, they do not need to care about whether to use OP or ARB; they only care about where there are live people. YGG holds the largest, most active, and validated real player community in the entire Web3.
Through the YGG Play Launchpad, YGG has actually monopolized the 'first launch rights' of quality games. Any game that wants to quickly cold-start cannot bypass YGG. This is like the App Store or Steam back in the day; it is no longer building cars itself but collecting 'toll fees'. The superiority of this business model far exceeds the arduous development of an unused public chain.
Two, Casual Degen: the vanguard of consumer-grade crypto applications.
Many people look down on Casual Degen, thinking it is 'electronic gambling'. This view is very superficial.
Let's recall the path of internet popularization. What was the first to become popular? It was chess games, farming games, and simple web games. Why? Because they conform to human nature.
For Web3 to go from a small circle of a few million users to a mass market of hundreds of millions, it absolutely cannot rely on complex DeFi formulas or obscure ZK technologies, but on simple, direct, and dopamine-releasing 'gamified finance'.
YGG Play Betting Casual Degen is about betting on 'Mass Adoption'.
These types of games greatly lower the cognitive threshold for users. You do not need to understand what private keys are or what slippage is; you only need to know how to use a mouse to participate in the games. YGG Play is packaging Web3 into exquisite 'candy boxes' to attract external users into the market. As investors, when we invest in YGG, we are actually investing in this 'traffic' process.
Three, the GAP system: redefining 'labor for capital'.
In traditional financial markets, retail investors are always the ones being harvested because the amount of capital determines everything. But in the YGG Play ecosystem, I see a long-lost fairness.
YGG's GAP (Guild Advancement Plan) system is essentially a 'Proof of Contribution' mechanism.
In this system, your time is valuable, and your attention has a price. When you spend time experiencing a new game or helping the project party test data, you should rightfully receive the original tokens from the primary market.
This has fundamentally changed the way Launchpads work. It is no longer a playground for whales but a paradise for the diligent. This mechanism can greatly activate the vitality of long-tail users and keep the entire community highly sticky. For the platform, this means it has a 'special forces' team ready at any time, striking where directed. This mobilization capability is incomparable to any VC.
Four, $YGG: the index fund of the application layer explosion.
Finally, let's talk about money. Why should we heavily invest in $YGG at this stage?
If you agree with the big logic of 'over-infrastructure and explosive applications', then you will find that there are very few targets in the secondary market that can truly carry application layer value.
Buying a token for a specific game? The risk is too high, and the lifecycle is too short. Buying a public chain token? The market cap is too large, lacking explosiveness.
And $YGG happens to be in a perfect intermediate state. It has the explosive power of the application layer (the new share effect brought by the Launchpad) and the stability of infrastructure (a large user base).
As more games are launched on YGG Play and as the Casual Degen track fully explodes, the YGG token will become the 'golden shovel' to capture the entire sector's dividends. It is like an 'ETF of the Web3 gaming industry'; buying it means buying the growth expectations of the entire track.
Five, the final strategy for investors.
On the eve of this transformation, I have three suggestions for all the brothers who understand this article:
First, shift your thinking from 'trading coins' to 'trading tracks'. Do not focus on the ups and downs of a few candlesticks; you should see the big trend of capital flowing from infrastructure to applications. YGG is the leader of this trend; holding the leader means holding certainty.
Second, deeply engage, and align knowledge with action. Don't just be a holder of YGG; be a builder of the YGG ecosystem. Do tasks on YGG Play, experience the products. The deeper your understanding of the product, the more confident you will be in holding onto your tokens. Moreover, the airdrop gains from GAP tasks often bring unexpected surprises.
Third, be patient and wait for the flywheel to turn. The explosion of platform-type projects is often exponential. In the early stages, it may not show any signs, but once the critical point is broken (for example, a phenomenal hit game emerges), the flywheel effect will bring terrifying growth. YGG is now on the eve of this critical point.
Conclusion.
History does not repeat itself but it rhymes. In the era of mobile internet, we witnessed the rise of app stores and distribution platforms, giving birth to countless trillion-dollar giants.
In the world of Web3, this story is being replayed. The war for infrastructure has ended, and the war for application issuance has just begun. Yield Guild Games has seized the most advantageous high ground.
This is a ticket to the consumer-level era of Web3. Have you boarded the ship?
@Yield Guild Games #YGGPlay $YGG
