What top creators are saying about Axie Infinity(AXS)

The speaker says Axie Infinity's major 2021 run did not deliver the expected results in the subsequent cycle and cautions against assuming earlier winners will recover.

The host sees gaming tokens as possible participants in a broader crypto bull market, while expecting them to lag stronger narratives such as AI or RWA.

Mentioned as a past-cycle gaming coin and a smaller part of the speaker's holdings, without a current view or recommendation.

The speaker is skeptical that this older gaming token will regain its former popularity.

Collapsed following 2021 hype exhaustion and a failure to sustain user retention over subsequent market cycles.

The gaming sector is poised for a rebound due to the integration of decentralized financial utilities and NFT technology.

F-Tier asset failing to maintain value relative to Bitcoin.

Used in a successful 'surgical trade' by the Minimax LLM based on an 'extreme funding rate' with 35x leverage, resulting in an 8% return on the capital for that specific trade. This is presented as a high-risk, short-term trading setup, not a long-term investment thesis.

Used as a real-world example supporting the thesis that news-driven pumps are temporary and will be followed by a sharp price decline, making it a candidate for a short position after a pump.

Mentioned as a successful example of the 'Short the Pump' strategy, where a trader reportedly made a 165% gain by shorting a price pump.

Mentioned as being down 15% in an altcoin 'bloodbath,' highlighting extreme risk and volatility in the altcoin market.

Cited as a historical example of a token that led the 'Gaming' run, partly because it captured the attention of the market and its influencers.

Used as a neutral historical benchmark to illustrate the potential upside for a successful crypto gaming token, with its peak market cap of nearly $10 billion cited as a comparison for Virus's potential.

Warned of upcoming token unlocks, with the host noting that it 'always dumps' in these situations.

The speaker believes the future of crypto gaming is not in 'Ponzi-esque' play-to-earn models like Axie Infinity, but in high-quality AAA games.

Investors are warned to be careful due to regular, large token unlocks that increase the circulating supply and can put downward pressure on the price.

The popular game whose large user base and existing traction ($4.5 billion in NFT volume, 30 million wallet downloads) are foundational to the growth of the Ronin network.

A notable upcoming token unlock of 2.25% of supply can increase circulating supply and put downward pressure on the price.

Presented as a 'turnaround play' with the co-founder calling its current $700 million valuation 'cheap' compared to its $40 billion peak. The project is actively building and refining its economic model, with an Axie MMO in development.

Used as a cautionary example of a 'decimated' token, highlighting the risks of holding altcoins through a bear market and the impact of prolonged selling pressure from early investors.

Mentioned as a historical example from the last gaming cycle, reaching a $9 billion circulating market cap.

Described as the 'best investment Delphi has ever made,' achieving an over 1,000x return and demonstrating the massive upside potential in crypto.