Axie Infinity (AXS)

A controversial view that's expressed in Peter Thiel's classic startup book, Zero to One, is that in order to create a viable business, one must create something close to a monopoly. This can happen in a small, niche market that others do not see as viable that then becomes viable in the long run. In 2021, many competitors were funded based on Axie's success. Now, most games have died or closed up shop. Most gaming chains don't have any viable games. Almost every interesting happening in crypto gaming right now is happening on Ronin. We have outlasted a majority of the competitors that cropped up when we created the industry while continuing to innovate and iterate on new models. There's a ton to be excited about in ’26 and concrete evidence that things are changing (e.g., Fableborne, Cambria), while the status quo belief is that stablecoins, DeFi, and prediction markets will be the only interesting use cases of crypto in ’26.

Who remembers Axie Infinity.. Number 1 soon? https://t.co/bgetOj0axp

Narratives are powerful because they present a PvE environment, where outside $$ comes into crypto. Gaming (AXS), NFTs, AI agents were all good examples of this. Without narratives, it's the same 10 players trading chips with each other on the same poker table.

Ronin Arcade Season 2 brings together Flying @AxieInfinity, @0xSunflowerLand , and @AngryDynomites in a 7-day race for mystery keys, with more progressive and skill-based quests. Therefore, the focus is on game discovery, player progression, and having fun I have a total of 7 keys so far 🔑 We’ve already completed all the @AngryDynomites missions 🦖✅ Now it’s time to move on to what’s next 👀🔥 PS: the Corale Delivery one is giving me a hard time😅 @Ronin_Network