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FOMC Down Only, Gaming Mega Thesis, Stablecoin Bill | Roundup

Bell Curve

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Gaming Is the Only Viable Chance

I think gaming is the only viable chance to get 100 million monthly active people with wallet addresses. And I don't think it's going to be something where you buy an in-game asset for $10, because you expect to be able to sell it for $1,000 in a week. The second you have the ability to have something to go 100 acts or 10 acts even, the game is over. There's a really interesting chart that I think Chris Dixon put out, which is basically like the network effects with tokens applied to them. You can break down the cold start problem by incentivizing people with tokens.

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