From a sub guild manager who still treats Friday payouts like a family holiday
Every Thursday night I check my wallet. Not for price charts, not for green candles, just for the revenue preview I send out every Friday. Last week it showed twelve hundred dollars split across one hundred fifty scholars. Enough to cover rent in Cebu, school fees in São Paulo, and mobile data for a guild in Lagos. That is the real heartbeat of YGG in December 2025. The token is sitting near seven point four cents today after a three and a half percent dip on sixteen million in volume. Market cap hovers around fifty million at rank four hundred twenty two. The weekly chart is barely positive while the global crypto market slides. TVL stays steady near twenty eight million. But the number that matters is LOL Land. More than six hundred thousand monthly players and four and a half million dollars in third quarter revenue flowing directly into buybacks. Burns shaving away at that massive eighty six percent inflation rate. In a month when Bitcoin is flat near ninety five thousand and sentiment crawls at twenty two on the fear scale, YGG is one of the few GameFi survivors still paying out real cash flow. No imaginary metaverses or abandoned roadmaps. Just quests that continue to earn and communities that refuse to disappear.
YGG is no longer the play to earn poster child from 2021. It has turned into a full guild infrastructure layer. YGG Play scouts indie titles, publishes launches, and funnels tens of thousands of players into whitelisted release windows. Messari’s latest report captures the shift. GAP Season Ten in August rebuilt the quest system into something closer to a skill tree. Achievements now move with you between games through soulbound reputation tokens. It feels like a gaming LinkedIn where your grind history actually means something. By 2026 the model becomes sector agnostic. Not just games. Creator collectives. AI labeling groups. Public goods DAOs. Even real world asset networks. Gaming is only the entry point. Coordination is the business. I have seen scholars turn stipends into coding careers. Kids from Palawan who were breeding Axies two years ago are now writing Move smart contracts on Sui thanks to the Builder Program that launched in November. None of that was theory. All of it was lived.
A Lockdown Experiment That Refused To Die
Manila in 2020 was a strange backdrop for what would become a global guild. Gabby Dizon and Beryl Li saw families using Axie Infinity to survive quarantine. They built a lending structure. The guild bought NFT teams, loaned them out, and took twenty to thirty percent of the earned SLP. Word spread. By 2021 thousands had joined. Fundraising from a16z, Animoca, and Delphi put YGG at the center of the early GameFi boom. I joined around then. I was using an aging laptop and my first one hundred fifty dollar payout bought food for a month. Now the guild reaches more than eighty partnered titles. Pixels, Parallel, Honeyland, Illuvium, and dozens more. SubDAOs across twenty regions. Brazil with professional squads. Nigeria with mobile teams. Philippines with the original scholars still grinding.
The Modular Guild Protocol became the backbone. Rental systems, yield splits, and quest payouts all executed on chain. Soulbound tokens track contributions and skill. Complete one hundred LOL Land quests and your reputation increases across every other integrated game without resets. GAP Ten made the system interoperable. Now a casual player who spends half an hour a day can funnel their progress into different titles without burning out. That consistency is why sub guilds remain profitable instead of collapsing under churn. And why YGG has outlived almost every 2021 GameFi project.
From Guild Middleman To Revenue Machine
The old model relied on developers tossing a percentage to guilds for helping them grow. That era ended. With YGG Play in October the guild stepped into full publishing. It scouts Web3 indie studios, sets up tokenized launches, and delivers user acquisition through direct access to fifty thousand active players. The first hit was LOL Land. A rock paper scissors battler that sounded like a joke at first. Then six hundred thousand users showed up. Third quarter revenue hit four and a half million. And the buybacks that followed proved the model. No middlemen. No layers of intermediaries. Just a direct revenue loop.
My sub guild doubled its monthly payouts after Playpad went live in late October. I watched quests from LOL Land stack on top of Pixels tasks with zero friction. Grants amplified the momentum. Ronin Guild Rush returned in late November with fifty thousand dollars earmarked for Cambria Season Three. Then yggplay dot fun launched on November twenty six. A clean hub for mobile players who previously had to dig through scattered Medium posts and Twitter threads. Even on a slow three G connection in Cebu it loads instantly. Last week’s Gigaverse community hangout featured early glimpses of next year’s game lineup and even a hint of a rock paper scissors league pushing toward one million on chain matches. It is funny what ends up becoming a cultural anchor. Sometimes it is the simple stuff people play on their lunch break.
Token Mechanics That Are Finally Turning A Corner
The supply cap sits at one billion. Roughly six hundred eighty million are circulating. Fully diluted value is around seventy four million which remains modest relative to user traction. Daily prices look rough in isolation but the token economics are evolving. Emissions are still heavy. No way to sugarcoat that. But the burn mechanisms introduced through quest spins and Playpad fees are finally making a dent. LOL Land revenue is already funding buybacks. For the first time since 2022 the circulating supply has slowed its climb. On chain accumulation has picked up. Especially near the eight cent region where a cluster of wallets has been building positions for weeks.
Technical indicators hint upward. The daily wedge continues to tighten. RSI sits oversold near thirty one. MACD wants to cross. A ten cent short term target is reasonable if volume stays above fifteen million. Midterm resistance sits at twenty two cents. Break that and the chart opens toward the one dollar range that older holders still remember. It is not guaranteed, but unlike past cycles YGG now has real revenue to anchor it.
Staking supports rental pools. Governance decisions matter. The DAO pushed through the GAP Ten overhaul in August. Builders greenlit Sui integration. Community allocation still holds forty five percent over four years. Third quarter revenue validated the burn model. Inflation is no longer a runaway threat.
In The Trenches With The Guilds
Thursday hangouts have become ritual. Managers compare notes. Scholars swap tips. Last week I listened to a Parallel fleet boss from Brazil talk about their six figure earnings. A Honeyland coordinator from Ghana shared strategies for mobile play. The Cebu crew mentioned they grabbed two thousand dollars in Ronin Rush rewards. Someone from Palawan streamed their Sui Move contract deployment. All of it built on a guild backbone that grew from tiny Messenger groups during lockdown into global digital cooperatives.
PublicAI introduced tagging quests in September which opened earnings for people who cannot or do not want to battle. Warp Chain integrated in early December which brought more than one hundred guilds into one consolidated layer. YGG is no longer just a gaming guild. It is a gateway for millions of digital workers learning how to earn through micro tasks, game loops, and community coordination.
December Snapshot
Bitcoin stays still. Altcoins drift. YGG moves roughly half a percent upward while the broader market slips. Grants are active. The hub is gaining adoption. Sui developers are graduating. Quest traffic keeps rising. Social sentiment is calm. Revenue pulses quietly in the background.
The noise is elsewhere. The work is here.
Looking Ahead
Short term target sits near ten cents. Mid 2026 expectations range between fifteen and twenty two cents if the pipeline of new games and diversification continues. Long term upside could stretch toward the fifty cent region if YGG captures even a fraction of the three hundred billion dollar digital labor market forming around player owned economies. Risks still exist. Emissions. Market cycles. Residual fear from the 2021 crash. But the guild structure produces something most GameFi projects never had. Real cash flow. Real retention. Real communities.
YGG still feels like home. Payout email going out tomorrow. Scholars will post their receipts. Families will breathe easier for a week. And the guild will keep grinding like always.
Still forwarding that first loan. Still watching the guild level up.
#YGGPlay
