The price of the pancake today reached 75000, down two points, and BTC looks very promising afterwards!

To put it bluntly, you would be overly optimistic to believe even half of the current GameFi data. Daily active accounts inflated, scripts running on autopilot, and the wool-harvesting party running off after getting their share—this whole assembly line, from Fantom to BNB Chain, I have seen too much of it.

So when I saw the daily active curve of Pixels on Dune climb all the way from the bear market bottom to 120,000, my first reaction wasn't 'awesome,' it was 'how much money did this thing generate?'

I spent three days doing one thing: entering the game, joining Discord, mingling in three guild groups, and specifically went online at three in the morning to take a look—wasn't that the point where the online number hit rock bottom? As a result, the Turkish guy and the young Filipino were still there watering the fields, cursing the opposing camp for stealing crops in broken English, while calculating how much they could get from this round of Bountyfall.

Something's wrong. This doesn't look like botting.

Botting robots don't send dog meme emojis in Discord at three in the morning.

Later, I looked through the address data and found something even more ridiculous. Of the 120,000 daily active users in Pixels, nearly 40% of the addresses simultaneously hold at least one NFT from the Mocaverse ecosystem—little monkeys, little dogs, that box called Realm. What does this indicate? It indicates that Luke, when he was drinking with those guys from Animoca two years ago, was probably already sketching a big picture.

Think about it, a farming game, pulling in over 90 Web3 IPs—it's not that kind of collaboration where 'co-branded products sell out and that's it,' but rather genuinely embedding Mocaverse's metagame task system into Pixels' gameplay. You farm in Pixels and simultaneously complete achievements in Mocaverse, earning rewards from both sides. What do we call this? Using games as entry points and IPs as hooks.

I'm not saying Pixels has no risks. I criticized the BERRY coin incident back then, thinking Luke was out of his mind for cutting off the liquidity of miners' fees. But looking back now, who did that operation filter out? It filtered out those scientists who opened 100 accounts to mine and sell. Who was left? Those are the real people willing to socialize, fight, and engage in faction battles in the game.

So the biggest value of Ronin's zkEVM for Pixels is not '12 times speed improvement'—to be honest, the original speed for farming was already sufficient. The real value is that zkEVM can reduce the cross-chain asset transfer costs for those 90+ IPs. The PIXEL you win in Pixels can be used to buy a monkey in Mocaverse, and the gas fee drops from several dollars to a few cents. Once this closed loop runs smoothly, Pixels will no longer be just a game; it will be a faucet for Web3 traffic.

I'm not saying you should hop on board. At this price for PIXEL, anyone who calls for you to get on board is lacking morals.

I just feel that a team can destroy their own profitable token in a bear market, can grind daily active users from two to three thousand to one hundred and twenty thousand, can make a Turkish guy ask at three in the morning in the guild group, 'Who wants to swap seeds'—this is much more interesting than those 'AAA masterpieces' out there that raise tens of millions of dollars and have daily active users drop to zero in three days.

As for whether Pixels can succeed? I won't draw conclusions. But it at least proves that Web3 games can retain people without relying on mining and selling.

Just for that reason, it's worth taking another look. @Pixels #pixel $PIXEL