@Yield Guild Games #YGGPlay $YGG
Why I Think Gaming Will Reappear In A Different Form Next Cycle
When I sketch the next rotation of crypto narratives, I do not start from price. I start from function. Over the last cycles I noticed a repeating mistake. The market assumes the next winner must look like the last winner but bigger. That logic already feels broken. Memecoins exhausted attention. AI tokens crowded each other. L2s fragmented liquidity. In that environment I believe gaming will return, but not as hype driven play to earn. It will return as a distribution and retention layer. And that is where YGG earns a place on my map.
How I Group The Current Crypto Narratives
In my own framework I split the market into three layers. The capital layer, where value moves and settles. The infrastructure layer, where throughput and tooling compete. And the participation layer, where humans actually show up every day. Most narratives fight in the first two layers. Very few projects defend the third. That gap matters because without participation, capital and infrastructure lose meaning. When I place YGG on this map, it sits almost alone in the participation layer at scale.
Why YGG Is Not Competing With Games But With Attention Systems
Most gaming projects try to win by building one hit title. YGG plays a different game. It organizes attention itself. SubDAOs function like routing hubs, sending focused player groups to where engagement is needed. This is not obvious on charts, but it becomes obvious when a new game launches and suddenly has a ready population. On my map, that puts YGG closer to a distribution protocol than a content producer. That distinction is important because distribution scales better than content in crypto.
How Chain Competition Quietly Increases YGGs Strategic Value
As L1 and L2 competition intensifies, chains fight for one thing above all else, active users. Liquidity incentives attract wallets, but they do not create habit. Games do. When I watch new chains trying to prove relevance, I see the same pattern. They launch grants, then look for partners who can bring humans, not bots. YGG already operates across multiple chains and regions. That makes it a natural beneficiary of chain wars even if its own token is not part of the narrative. On my map, YGG connects horizontally across chains while most projects fight vertically for dominance on one.
What Makes YGG Different From Other Guild Or Gaming Networks In This Rotation
I compare YGG with other guild style projects and notice a key difference. Many of them are capital managers or publishing labels. YGG is a behavioral coordinator. It does not just fund players, it trains them, schedules them, and retains them. That makes its network effects slower but deeper. In a fast rotation market, depth often outlives speed. This is why when I project survivability instead of upside, YGG consistently scores higher than its peers in my personal model.
Where I See The Main Pressure Points On This Map
No position on the map is safe. For YGG, the pressure comes from two directions. One is content innovation. If games stagnate, participation decays. The other is time competition. Onchain users have more ways than ever to earn, trade or farm. If YGG cannot keep missions meaningful and socially rewarding, attention leaks. These pressures remind me that being in the right layer is not enough. Execution still decides outcomes.
Why I Still Keep YGG On My Map Despite These Pressures
I keep YGG on my map because it occupies a space most projects ignore until it is too late. Human participation. When the next rotation happens, capital will chase what looks new, infrastructure will chase what looks faster, but participation will quietly decide what lasts. YGG is not guaranteed to dominate that layer, but it is one of the few projects actually designed for it. That alone earns it a permanent position in how I think about the next phase of crypto.
