As a former quant veteran who has looked at arbitrage in both primary and secondary markets at a hedge fund, I've always had a natural cleanliness towards the GameFi track.
Because over the past few years, I've seen too many teams that can only build cars with PPT.
They put together a rough page and created a task board, daring to call themselves 'game economists.' As a result, less than a week after launch, they were taken down by the studio's scripts.
But the team behind the new species called Stacked, managed to completely break my prejudice.
The words written in their official documentation can be called the most valuable remarks in this year's Web3 gaming circle:
“Built in production, not in a deck.”（It was created in practice, not drawn in PPT.）
Many people still don’t understand what kind of monster Stacked really is. Don’t treat it as an ordinary “check-in and issue currency App.” Essentially, it is a B2B-level LiveOps engine equipped with an AI game economist.
Let's first look at a fatal pain point of traditional Web2 games: customer acquisition costs.
Game companies spend tens of billions, even hundreds of billions of dollars each year to pay advertising giants like Meta and Google for protection fees, but what they get in return is a pile of inflated data and extremely poor retention.
The logic of targeted advertising spending in Stacked is simply a dimensionality reduction strike: directly intercepting this massive marketing budget, bypassing intermediaries, and turning it into real money accurately sent to players who truly enter the game and engage deeply.
But there is an extremely core quantitative difficulty here: how do you know who to send money to? How do you prevent scripts?
In the past, project parties sent rewards like scattering pepper with their eyes closed; but now, game studios connected to Stacked can directly give instructions to AI. They can ask AI:
Why did those big players churn between the 3rd and 7th day?
What were our most loyal users doing before the 30th day?
Which reward mechanism can truly drive long-term retention (LTV)?
After getting the answer, directly feed specific rewards accurately to specific people through the system.
In the deep waters of fraud prevention and anti-bot measures, this system has been validated through years of combat, handling over 200 million rewards, and forcefully helped #pixel generate over 25 million dollars in real income!
Note that this is no longer a narrative of a single blockbuster game; this is a B2B-level commercial infrastructure. This has also directly ignited the core asset of the entire ecosystem: $PIXEL
In the past, everyone treated PIXEL merely as the output currency for playing farming games. But now, its ecological positioning has completed an elevation. With the Stacked system opening up to external studios (currently supporting Pixels, PixelDungeons, Chubkins), PIXEL is becoming the universal “reward and loyalty settlement currency” across the entire cross-game ecosystem.
The more games that are connected, the more fuel this engine burns,$PIXEL and the application scenarios and real needs become increasingly terrifying.
Give up that short-term thinking of working for others.
When a team no longer tells empty P2E stories, but uses AI engines to directly move billions of advertising dollars into the wallets of retained players, how should this account be calculated? I think smart money has already smelled blood.