Today its dashboard reads like a list of the few projects that actually survived the last cycle — Pixels, Parallel, Illuvium, Big Time, The Sandbox, Axie Infinity, and more. The total value of these assets sits around $480M, while the entire $YGG token trades at a $350M market cap. In other words, the guild owns more than the market thinks it’s worth.
Most people still remember YGG from the Axie scholarship era, but the treasury kept building long after the hype died. Instead of panic-selling, the team rotated rental income into new games at bargain prices. Those positions — Pixels land, Parallel cards, Big Time cosmetics — are now deep in profit.
The portfolio is diversified across 20+ games and 8 chains, with Ronin, Base, Arbitrum, and Immutable all playing major roles. Node rewards, NFT rentals, tournament fees, sponsorships, and Launchpad revenue bring in $3M–$5M per month, with most of it used to buy back YGG or seed new investments.
No VC unlock drama, no foundation dumping — just steady revenue and disciplined portfolio rules. No single position exceeds 12%, yield is constant, and speculative bets stay capped.
Compared to other gaming treasuries that are either empty or overloaded with their own token, YGG looks more like a mini sovereign wealth fund for Web3 gaming.
With $480M in assets, a Launchpad forcing new games to distribute supply to the YGG community, and consistent monthly inflows, the market is still pricing YGG below its own balance sheet.
Eventually, the numbers speak louder than the narrative.
