@Yield Guild Games #YGGPlay $YGG
That sinking bagholder vibe when emissions flood your token? Lived it '23, holding guild scraps as unlocks dumped, supply bloating while revs stalled – pure dilution hell, watching MC evaporate amid endless sell pressure. No buyback muscle, just passive prayers for hype. Then YGG's community buybacks ignite '25: multi-million torches, October's $518K from LOL Land revs, November's $213K (37K YGG), total 3.8% supply shave since July. Events like September's third buyback (12M YGG in multisig ~2% circ) flip the script, turning revs into deflationary nukes. With YGG ~$0.07965, cap $54M, vol $30M +7.65% 24h, DAU 83K peaks, these reductions the scarcity engine powering infra resurgence.
X roars "deflation tailwind," tying events to ecosystem pool ($7.5M farming yields), TVL $17M inflows, 36.8% 30d pump. No gimmicks; buybacks reflexive, community-voted, rev-fueled.
Old roast cuts deep – P2E '21 minted dreams till dilution drowned 'em. Axie emissions endless, YGG treasury amassed but no sinks – unlocks vested devs dumping, supply swelled unchecked. Guilds fractured, scholars fled as yields thinned, '22 crash amplified: token 99% wipe, no buyback tools to stem bleeds. Narratives FUD'd "infinite supply traps," YGG treasuries passive amid chaos. Flaw? No proactive reductions. '25 events evolve: buybacks from publishing revs (LOL Land $4.5M Q3), community multisig executes, torches permanent. Old floods? Drained. New? Scarcity cycles, where events compound via pool deployments, Vault APYs spike on tighter supply.
Economic dive: Buyback mechanics savage. Trigger: rev thresholds (e.g., LOL $176K daily peaks → allocations), DAO votes multisig (October $518K, November $213K), direct burns (3.8% since July). Data: September third event 12M YGG (2% circ), total reductions 13.5% Q4 equiv. Ties ecosystem: pool $7.5M (50M YGG) farms revs for events, Vault stakers pro-rata claims, SubDAOs contribute regional. On-chain: hub tracks (2.7B tx), burns counter emissions (max 1B supply, circ 681M). Reflexive: events tighten → YGG pumps → higher revs (rentals, quests) → more buybacks. X: "Buyback beast," Messari notes as tokenomics upgrade. Multi-million scale: $1M August event, cascading to quarterly norms.
Scenarios: 100M gamers '27 – events torch 50M yearly from $100M revs, supply <600M, YGG $0.70 cap $400M. Bear? Revs dip – events pivot treasury sales, 5% annual reductions hold yields 10%. Bull? Publishing explodes, $500M revs torch 100M, YGG $3 viral.
Verdict: YGG buybacks your scarcity alpha – events reducing supply, yields diamond-handing. Aped post-torch, watching reductions. WAGMI burners. Your buyback take? Drop below, let's deflate together.
