@Yield Guild Games #YGGPlay $YGG
When GameFi shrank to its lowest point, I first noticed YGGPlay because of a simple question: why can a DAO continue to expand its ecosystem during a bear market and instead become more like a 'Web3 gaming infrastructure company'.
Many people see YGGPlay as an upgraded version of a guild, but the more I study it, the more I feel this is not the correct perspective. The guild is just the starting point for YGG, not the endgame. YGGPlay's true ambition is to digitize and chain the 'value of players' time' and ultimately turn it into a standardized economic protocol.
You might find it abstract, but the next round of GameFi's rise will definitely involve this matter.
Because this is not about whether the game is hot; it is about whether player value can be assetized.
One, from the 'account rental era' to 'on-chain player identity': YGGPlay's narrative is different.
What YGG did first was 'asset custody and revenue distribution' for NFT games, which allowed it to capture the first wave of traffic during the Axie Infinity era. But today's YGGPlay is completely different; it is not targeting single-hit blockbuster games, but rather a more fundamental proposition:
Turn player behavior into assets and player identity into an economy.
Web2 games cannot do this because player data is controlled by the platform; behavior cannot be priced, and identity cannot be migrated. Once the game lifecycle ends, player value goes to zero.
YGGPlay breaks this layer structure apart:
Player behavior on-chain
Player identity is portable
Game workload proof (Proof of Play) standardization
Player data sedimentation as on-chain assets
Ultimately, the DAO connects with game publishers, operators, and ecological partners.
This means:
The more players play, the more valuable they become, and the value is not defined solely by the game, but by the entire network.
This is a very strong narrative because it upgrades players from 'virtual laborers' in Web2 to 'value contributors' in Web3.
Any project willing to redo the player economy will need it.
Two, the data aspect of YGGPlay: an undervalued snowball flywheel
If we break YGGPlay down, we will see that it is building an increasingly irreplaceable flywheel:
Player → Data → Identity → Value → Game Distribution → Back to Player
The key to establishing this flywheel has three data indicators:
1. The compound effect of player scale is becoming apparent
According to official published data (combined with external monitoring agencies' on-chain indicators), YGGPlay's active community in Southeast Asia continues to grow, and its localized DAO (subDAO) has become the core traffic source for multiple Web3 games.
In the past year, the overall active users of the YGG system have maintained a leading position in the Web3 gaming track, with a growth rate higher than the average level of the overall GameFi market.
2. The assetization of player identity is accelerating
YGG is continuously launching on-chain certificates, behavior badges, game task data, and other asset forms. These assets are bound to the $YGG ecosystem; this is a highly sticky design.
When players contribute behavior in multiple games, they will all be deposited into the same 'player profile.'
This does not exist in the Web2 world.
3. The number of game collaborations is steadily increasing
From only cooperating with P2E games in the past to now expanding to MMORPGs, FPS, casual blockchain games, and off-chain cooperation channels, YGGPlay is becoming the 'player traffic solution' for more and more game teams.
This matter is very important when viewed from a larger cycle:
When blockchain games restart growth, they will first flow back to platforms that have a player base.
And the player base of YGGPlay is the most undervalued real asset in the current market.
Three, $YGG's value anchor: it is not a governance token, but 'equity of the player network'
Many people only regard $YGG as a DAO token used only for governance voting, but this actually underestimates it.
DAO is a layer of shell
The YGGPlay network is the true value carrier
$YGG is the 'capitalization representation' of this network.
It bears the value anchor including:
The capture of player identity economy
The network effect of game collaborations
The value accumulation of on-chain behavior assets
The future pricing unit of the Proof of Play economy
DAO's funding, incentives, and distribution governance roles
In other words:
$YGG's value increases with the number of players, the number of games, and the level of task participation.
It does not rely on the lifecycle of a single game like traditional GameFi projects do
It is like an index fund, bound to the growth of the entire blockchain gaming industry.
When GameFi re-enters the spotlight, funding will not only buy game tokens
It will first buy 'industry infrastructure.'
$YGG will be among the first to be purchased.
Four, why I believe YGGPlay has the opportunity to become the 'water, electricity, and coal' of the next round of GameFi
The core reasons are three.
1. The sedimentation of player data is a deterministic future
All blockchain games will ultimately move towards user on-chain, behavior assetization
This is a structural change, just like Web2's migration to mobile.
And YGGPlay has already started this and is the largest in scale.
2. The gaming industry is experiencing a 'collapse of user acquisition costs'
Web2 games are becoming increasingly expensive to acquire users
Almost all publishers are looking for cheaper and more accurate ways to find real players.
The DAO player system of YGGPlay naturally solves this issue.
This is a business model that can directly generate income
It is not a fantasy.
3. The next wave of GameFi will not be 'fast blood-sucking economy'
The model of 'high APY - high token issuance - high inflation' from 2021 is dead.
The next round must be 'truly playable + player value assetization.'
And this is exactly the direction YGGPlay has insisted on since its establishment.
You will find that it has never lost itself in the P2E bubble.
Five, the true value of YGGPlay will not erupt in the early stage of a bull market
I feel that YGGPlay may not necessarily become the hottest topic at the beginning of a bull market because it is not a 'short-term stimulus narrative,' but a 'infrastructure narrative.'
But this type of narrative has one commonality:
It may not rise first, but once it starts rising, it usually doesn't end first.
When GameFi re-enters the mainstream view
When blockchain games truly have dozens of concurrent launches
When the number of players changes dramatically
That will be the main upward wave for YGGPlay.
And history tells us:
The ceiling of the track is not determined by a single blockbuster, but by the network that can accommodate all blockbusters.
My judgment is very simple:
When GameFi returns to the hundred billion dollar level
The player network will become the new entry layer
YGGPlay's position will appear more core than today
$YGG will also be more sustainable and more resistant to cycles than most game tokens.
The current market pricing does not reflect its true potential.