AMA - What we can learn from the Largest Blockchain Game?

Recorded: Dec. 15, 2023 Duration: 1:02:18
Space Recording

Full Transcription

Hi, everyone.
Just want to make sure people can hear me.
Welcome to the AMA.
This is for the partnership between Chemifly and Mantle. Mantle is a big chain. We're going to talk about it. I think for Mantle, we have Grant also in the call. I'm not sure why Grant is a listener. Mantle should also be a speaker.
Yeah, Gizzy. I think Gizzy. Gizzy, can you request? Can you request for mic access? So we also make you a speaker.
Fantastic. So let me, let me guys start off with a bit about Chemifly. Who we are, what we're doing. And then Gizzy is going to talk a bit about Mantle.
So we're going to introduce our partnership, why we're doing it, what we feel is exciting. Any questions? We have some questions already. Any other questions, please feel free to tweet and we will take it from there.
Okay. So just a bit about Chemifly. So at Chemifly, we're on a mission to build the biggest decentralized app in the world, the biggest app in the world.
Our mobile-based, we're mobile-based, we're mobile-based sports games platform, where we sit in the unique intersection between sports and gaming, offering fans exciting sports style, tournament style sports games.
We're right now, Chemifly is a top three DAP globally, with very good impressive stats, such as 3 million plus registered users, almost 700,000 unique active wallets on chain.
Our aspiration is not just to maintain the success, but to grow significantly. And for that growth, we've partnered with Mantle. I'll let Grant talk a bit as well.
Hey, how's it going? Yeah, thanks for that, Wally. So my name is Grant. Well, my name is, I use my name Jeezy, because Grant does get a little confusing sometimes in this industry, but my actual name is Grant.
I come from the kind of Web2 games industry, published a lot of games, reached over 800 million players from around the world, looking to really build a similar kind of ecosystem of really fun and interactive games for the Mantle ecosystem to really get a lot of players to come in and enjoy as well.
And one of my biggest goals right now with the Mantle side is to make Web3 games a little bit more accessible.
It's not just the, you know, $2,000 NFTs that only players, you know, have to shill all out to play. It's also about, you know, the, I think it's also about the actual utility and the ability for all players to be able to enjoy the benefits of blockchain technology.
And so with that goal in mind, you know, we are, we recently announced and are establishing this partnership with Game of Life, one of the best teams in terms of reaching players from all around the world and gaining, I guess, traction, but also gaining the trust and the ability to really serve and provide fun game experiences to players everywhere.
So yeah, really looking forward to this partnership and to see where this goes.
Fantastic.
So, you know, for us on the Game of Life side, you know, we've been talking with GZ for a while and the whole idea was for long-term collaboration that since we really in the next nine to 12 months, we really want a 10XR user base.
We want to really grow, have lots of users playing multiple times our games all over the world, which means that they need to have easy access.
They need to have, be on a chain, which is secure, a chain, which can actually handle the huge volume that we're looking to bring.
And Mantle Network is really strategically, it enables us to scale our operations and to match our growth plans, because your infrastructure, we believe, has the capability of supporting our vision, our continuous effort to innovate.
And furthermore, not just that we're bringing our users on board, we also believe that your existing user base can also benefit from playing our games and we can also benefit from getting them on board.
So it's kind of, for me, it's kind of a win-win from that point of view.
Yeah, 100% agree.
I think it's a very big part of what we're trying to do here is not just, you know, get a couple of just games on board.
I think it is about building that ecosystem and, you know, Game of Fly having on boarded so many users already has shown so much kind of background and, you know, shown the ability to do so.
So it's definitely a good sign for us, I think, and for Mantle's gaming ecosystem in the future to be able to have found such partners.
GC, I have a question.
I have a question, maybe it's a bit on the technical side, but how does your technology, you know, enhance the gaming experience for Game of Fly, for our users, even for us, technologically on the back end?
Yeah, so I kind of put, I kind of actually choose about two specific things about this one.
The first is regarding the actual layer itself of like the technology itself.
Mantle is in Ethereum O2, meaning all our transactions are rolled up to the Ethereum kind of mainscape and are there to design to be able to, you know, put it on a chain where there's permanence, there's recognition.
People actually, when they see Ethereum, they know that these are going to be assets, whether it's NFTs or tokens, they're going to be assets that are recognized globally by, you know, people from all around the world.
And being able to really give that kind of support to, I think, Game of Fly, allowing Game of Fly's assets and all the NFTs tokens to be minted on the Ethereum network is definitely one of the major, I think, benefits of this partnership for the Game of Fly players.
They will be a lot more confident in the assets that they are obtaining, whether they're, you know, creating them through playing the game or buying them, that these value are recognized by a lot more players around the world.
And then number two is, while, you know, of course, writing onto Ethereum is something that should be expensive, but from the Mantle side, we have our own eigenlayer DA, which means while most other chains, the L2s are charging up to 30 cents or 40 cents per transaction, you can actually see on Mantle transaction fees are less than 10 cents per transaction on, and sometimes they can go even lower depending on the situation.
So I think these are probably the two major factors that we've been really considering or really excited about when trying to build this gaming ecosystem is, you know, the ability to really maintain, to bring everything onto Ethereum where everyone recognizes it, and the second is about the lower transaction fees for doing so.
On those points, you know, like, in terms of mass adoption to Web3, I feel that some of the main challenges are that it's expensive.
So getting mass adoption becomes difficult, and kind of with on Mantle, we feel that considering the value we want to bring in, it's more sustainable.
The fees are somewhat more reasonable, and as long as we're getting quality to users, quality transactions, it's something which also for our users is not exorbitant,
and it's something that can be managed, especially in the markets we are, right?
So we're, for Game & Fly, we are targeting primarily underserved markets, underserved sports.
So what we really identified about a year ago when we were really looking into this and figuring out how we can add value is looking at markets where, which have kind of been ignored on the Web3 side,
and we, with me having a sports background, sports and gaming, kind of figured out that this is where the niche is, where in terms of Web3 adoption, sports, which is the most followed activity in the world,
like about 3.5 billion people, 4 billion people almost are interested in sports.
And then gaming, on the other hand, again, with about 3.5, 4 billion user base, and being the first mover on Web3, and having actually a lot of utility.
Games in Web3, for example, if you're playing FIFA, or if you're playing any other games traditionally, you don't really own anything.
You go out, you buy upgrades, or on FIFA you buy cards, but then when the next version of FIFA, the football game comes out, that's it.
You need to buy a game, everything.
So you're actually renting.
You don't actually ever own anything.
While with Web3 gaming, you actually own.
So you're owning the assets,
the interoperability, which in our games, we are building interoperability.
You own something in one game, you can actually use it in another game.
If you're level 10 in our cricket game,
you can use that level 10 in our racing game as well.
Which, because of blockchain, is something that you can do.
And you own forever, even if these games
become outdated,
you own the Atheron blockchain.
So sports and gaming kind of became
the thing.
And in underserved markets,
so we're big in
Pakistan, Bangladesh, Saudi Arabia,
we're a lot of our user bases for our games.
But in these markets,
you know, it's not like the US,
let's say, or Europe,
where people have a high willingness to pay.
So having,
as you said,
having not 40 cent,
50 cent fees,
having lower fees really means that it's something which is sustainable for us.
That's the first thing.
And the second thing,
we have lots of player cards.
You've got partnerships with
some big cricket team,
then we're selling their membership cards.
Well, NFTs.
We're selling player card NFTs,
which actually have good value,
which are worth
anywhere between $5 and $50.
And for those,
having the security
that Mantle Network brings us
something that,
to the second part of your point,
that it's really something that I think
really adds value.
one of the things I think,
and I was hoping to actually ask you about,
in terms of the Web3 side,
the gaming and Web3
has always been very close knit together.
it's very hard to separate these two.
Even the fact,
the beginning of Web3,
really came,
the people really are aware of it
because of Axie Infinity,
because of CryptoKitties,
these kind of Web3 games.
And I believe Ethereum,
I think it was Vitalik
who said that
the reason he thought of Ethereum
originally was because
he was playing World of Warcraft
and one of his assets,
I think they were,
it wasn't his asset
that was overpowered,
but it was,
the server had a rollback
and he spent a very long time
on this very specific weapon,
which ended up getting erased
or getting taken away from him
and he felt that was extremely unfair
and he never really wanted
to see this happen again.
And so that's kind of
where the idea of Web3
came from for Vitalik.
And so I think,
gaming for sure is,
and Web3 will forever
be really tied together
as we see,
a lot of what's happening
right now.
But aside from that,
I'm quite curious
in terms of,
the actual teams
that are trying to adopt,
Web3 technology.
I think right now,
for the most part,
if you guys ask,
any other,
any normal user,
or any normal game developer,
usually they're talking about,
creating these massive NFTs
thousands or hundreds
of thousands of dollars
trying to sell all these,
different tokens
and stuff like that.
And I think,
while that is definitely
an area where Web3
can be contributing gaming,
there is a lot more benefits
that can be put in there.
And developers right now,
are really,
underestimating the power
and also undervaluing,
the users from
more developing countries
as you guys say,
these underserved regions,
Indonesia,
And you guys,
are one of the few
that not only understand
the value of these regions,
but have a very strong
publishing and
development cycle
to be able to really
capture users
from these places.
So I'm curious to hear,
what you guys are doing
and how are you guys
are able to,
what's your background
and where,
where did your kind of,
where your ability
really be able to target
and be able to create
these things for these users
this ability come from,
what was your motivation?
Why was it,
why did your team choose,
this region to,
or these regions to
or to create your product
to start with?
So first of all,
I'll talk about
the second question,
which is a very important
thing that you mentioned,
I'd love to talk about it.
Before that,
just regarding,
you said missed opportunity,
I think sports,
so I have,
my background is primarily
in sports.
I work with European
football clubs,
doing partnerships.
I work with
the cricket team,
with cricket players,
and I really feel that
in things like ticketing,
in things like,
so sports is something
which people are very
emotional about.
Their brother fights
against brother
because one supports
Liverpool football club,
the other supports
Manchester United.
They've both never been
to England,
but they support
with a very high
so that's what
sports solicits.
When you're having
big games,
be it American football,
be it European football,
be it cricket,
the whole cities
and countries stop.
right now,
you're right,
that people are just
trying to sell stuff.
in my opinion,
need to build the house
before you start
selling the furniture.
These NFTs,
they're all furniture.
Need to build
the whole ecosystem
where I need
to see the value.
in my opinion,
for example,
ticket stubs.
When I go to watch a game,
I go to win the Super Bowl final,
I go to watch
the World Cup semi-final,
I go to watch
a big game.
as an NFT,
I can have
that ticket stub
which says,
Wally was there
this final game
or this important game
where something important
On 12th December,
Wally was there.
It becomes my
unique NFT
which is somewhere
on my phone
digitally.
it's free.
I'm buying a ticket
and I'm getting an NFT.
something,
and there are many examples
of similar stuff
where you start
to appreciate
the value.
I'm getting a collection.
Then I can start
exchanging them.
I can start selling them.
But then the whole marketplace
has to be created first.
Ecosystem,
has to be created first
before you start
just selling
it's difficult
to see value.
But I think,
Qatar understanding
Manchester United
is now giving away
For every home game
they have,
they're giving away
McLaren is doing
something similar.
Starbucks is doing
something very interesting.
we're kind of
getting there
and I think
after gaming,
sports clubs,
fan engagement
they're realizing
that if you want
to really engage
with a big audience,
this is one way
so quite hopeful
and we're doing
stuff with
sports teams as well.
Regarding the why,
why did we choose
these different regions?
Why did we choose?
We really spent
a lot of time
and we looked
we looked at
multiple markets.
But the challenge
always was,
how do we do
something that
adds value
it's not being done?
And we looked
at a few markets
and we did,
I think we did
three things
which are,
which helped us
touch for Intel
now to be successful.
number one,
we went after
these underserved markets.
Which we identified
as markets,
underserved markets.
Second is,
really talking
to customers
almost on a weekly
And the third thing
is iterating
products very,
very quickly.
I'll quickly touch
up on all the
three things.
the markets,
number one,
the markets.
We went after markets
which had a huge
user base.
markets with
200 million people,
100 million people,
Indonesia,
Bangladesh,
which have a
young population,
average age,
under the age of 30,
high internet
penetration,
cheap mobile,
cheap data,
and high smartphone
penetration.
So most of
these markets
that I mentioned,
in all of them,
these things apply.
And in markets
like Pakistan,
as per Binance,
it's their third
biggest market
in terms of
Binance accounts.
So there's also
they actually
understand Web3
to an extent
So we went after
these markets
and we started
talk to the
customers.
So we started
talking to customers,
we built very
simple products,
very simple games,
and went to market,
talked to customers,
got feedback,
and based,
so we would actually
call customers,
hundreds of customers
every week,
get their feedback,
not just on the
on different
activations we did,
go-to-market strategy,
using Facebook
or influencers
or different
creatives.
And based on that,
the number
third thing,
our product.
Our product team
is amazing,
development team
is amazing,
we're iterating
we're coming up
with a build
almost every single
especially at the
So we remained
very nimble,
and in every
country when we
to really,
I think those
three things
would be the
main drivers
result for our
In terms of
this kind of
where are you
guys in terms
when you look
at these markets
and when you
guys are adapting
your product
or listening
to customer
what are the
things you think
are unique
market that
you're working
some of the
reasons why
popular games
right now are
not able to
enter these
markets or are
not able to
capture these
unique from a
product perspective?
What's unique
from a user
behavior perspective?
What kind of
things do you
see has been
different for
these underserved
Good question.
So I can't
really talk about
what others are
doing because I
don't really,
I mean, I know
at a superficial
level, but I
don't really know
in detail their
strategies, their
hypotheses.
But what I
feel is a lot
of projects
don't go into
these markets
because the
ARPU is low.
So you're not
going to get
hypothesis, I
feel is that
there are only
so many Web3
So each Web3
user has to
something big.
Our hypothesis
is that in
these markets
Web3 users.
For example,
America, we
haven't gone
until now,
football game
right now.
going to go
to countries
like Brazil
and Venezuela
Venezuela is a
And it's a
market because
they have so
adoption because
when you get
your salary,
you immediately
convert it to
USDT because
there's such
high inflation.
markets, it's
a market which
native almost.
So when we
go into this
market, you
don't need
high ARPUs.
people who
game, where
kind of works,
user you're
actually giving
them value and
you're not
losing money.
because you're
going to be
scale, you
can have a
good business
through other
average streams.
So I think
that's fundamentally
looking at it
and not going
into markets
where there's
everybody's already
there and trying
to compete for
the same small
I think you
raised a really
interesting point
there, and
that's about
I've worked
like League
of Legends,
I've worked
on Ragnarok,
Game of Thrones,
majority of
the revenue
generate from
these games
would come
from in-app
purchases.
Users would
buy a sword,
they would
buy a champion
skin, buy a
character, buy
something in
also worked
more casual
hyper-casual
games, where
purchases can
account for
anywhere from
to maybe 50%
of the actual
revenue and
If you look
right now,
one of the
most profitable
gaming companies
that no one's
talking about
is they're
pushing out a
ton of hyper-casual
games where
they're monetizing
off ads and
stuff like that.
So I'm curious
in terms of
your implementation
of Web3 in
these fun games
that you guys
are creating,
what kind of
revenue streams
are you guys
What are the
main areas
doesn't necessarily
have to be
users spending
money, but
flowing into
your ecosystem
and providing
that liquidity
for everyone
to be able
a little bit
revenue is
revenue and
less IAPs.
where IAP is
because we
are creating
have level
our game is
getting more
people are
buying more
either skins
or actually
better equipment
to get better
gameplay experience.
ad revenue
bigger revenue
stream and
that's because
we've got a
big user base.
though per
revenue might
monthly UAW,
monthly active
user overall,
we are getting
significant ad
So not just
ad revenue,
revenue where
charging the
you come in
initially, you
can play the
game, have a
without spending
Of course, it's
almost like a
So we have
sponsors, we
advertisement
partners who
want to target
this audience
which is a
young, mobile
first, Web3
audience and
it's a very
high-value,
valuable audience
which lots of
projects and
entities in the
ecosystem are
willing to
want to get
in front of.
So if you go
on our app,
you will see
other products.
But that's, I
think, just a
dynamic that in
our markets
works because we
really want to
get users to
come and play
an experience
and then if
they like the
experience, only
then they pay
for upgrades
and so forth.
mean, a lot
especially I
think games
like the ones
that you guys
are creating,
the soccer game,
the cricket game,
and before when
I worked on
casual and
hyper-casual games,
I published a
game called
Crossy Road and
another one called
Rodeo Stampede
both reach over
300 million users
and these games,
a lot of the
revenue comes from
ads and for
those of you in
the audience who
may not know how
that works,
essentially, is
you know, a lot
of these, like
you guys as
gamers, when
you guys play
games, your
time is something
that's very
valuable and
you know, you
guys taking a
second to be
able to tech
check out a
new product or
using our games
as a platform
to be able to
explore and get
aware of new
products, these
products are
willing to pay
quite a good
amount of money
to be able to
advertising spot,
to be able to
show you their
product and give
them a chance to
get new players
and, you know,
especially in the
Web3 space right
now, it's very
hard for games to
find a lot of
good and, you
know, actual
players to play
their games and
so they are
willing to
actually bet and,
you know, commit
quite a large
amount of revenue
of their revenue
stream to, you
know, put ads
into other
products to
actually acquire
users to kind
of try out
their games.
you know, our
revenue is
actually, when
revenue, what
it means is
teams like
Shrapnel, teams
Infinity, you
know, Illuvium,
Star Atlas,
whatever, all
these games are
launched, they're
paying advertising
money over to
us for the
chance to be
able to get
some exposure
inside our
games like,
Cricketfly, like
the Sportsfly
soccer game to
get some exposure
within these games
And yeah, I
think, you
know, when I
was publishing
hypercasual games,
one of the big
things is users,
you know, we
really had to
We really knew
that the users
were the reason
that these ad
revenues were
coming in, these
sponsorship deals
were coming in,
and our ability
to build, I
think the Web3
side and one of
the things I
really like about
Gamify is that,
recognizing this,
you guys are
also distributing
some of your
revenues through
tournaments to,
through, you
know, different
events back to
the users who
know, contributed
and help you
create this long
know, sustainable
ecosystem.
So that's a part
I really do
I think not a
lot of teams
really see their
users that way
and are willing
to really share
their own kind
of revenues to
this extent with
their player base.
So yeah, I do
love that.
absolutely.
I think regarding
giving back, I
think the whole
Web3 ecosystem,
the more time
you spend with
us, the more
number of games
you play, the
higher the chances
of you actually
getting, getting
something back.
In fact, we've
just today launched
our token and
now we're going
to be, it's going
to be getting,
getting connected
to our game so
you can actually
win rewards in
our token, which
is, I think
something which
is very interesting
So we're doing
that as well
because we really
want to give
We really want
to give back.
We want people
to come in again
and again, enjoy
And so one, yes,
you actually get
some benefits and
while you enjoy
something and you
come to our
platform for
having to have
We're also adding
social elements
now which weren't
there yet.
We're adding social
elements where you
can chat with
people, you can
invite friends, you
can have your
private rooms with
private tournaments.
So we're adding
all these layers
which is, I mean,
we're not coming up
with this ourselves.
We've just, as I
said, we're talking
to our users, talking
to our power users,
talking to new
users who come and
who stay and asking
them, what do you
guys want?
What do you guys
think is something
that's going to
add value to your
experience on our
And yeah, so
these are some of
the things which
again, our users
have given us
feedback and based
on that, we're
adding more and
more things.
Hey, congrats on
your token launch
by the way.
And in terms of
for the audience
here, I'm curious,
what's your strategy
for kind of
incurring and
maintaining the
value of the
How will you
guys be, what's
the typical kind
of, or what's
your current
strategy in terms
of bringing the
value of your
game or bringing
value of the
ecosystem into the
So, good, good
I mean, we have a
couple of things up
our sleeve.
What actually works?
We'll find out.
I think primarily
know, our token
fundamentally has
You come, you
buy our, for
the in-app, you
IAPs, now you
can pay through
our token.
So fundamentally
it has also
utility for
upgrades and
then for being
able to swap,
exchange your
player with a
higher level,
your skins.
So that's one
of the main
ways where we're
thinking that this
is really gonna
have value.
You'll see in the
next few weeks as
we start integrating
it and taking it
deeper, how it
moves forward.
Yeah, I do
have a small
little suggestion
to look into.
Another model is
that with one of
the games I'm
consulting with
right now called
Pluto, they
launched a game
token and the
game itself has
been quite
successful and
the developers
wanted to be able
encourage support
the value of
the token, the
governance token
by allowing, you
know, to support
the users that
invest in them
early into their
development.
And so what
they did was
they committed
30% of all
revenues that
they generated
from their
games into
buying and
then burning
the tokens
after buying
And this way
essentially it
does help, you
cutting the
supply out, they
are essentially
helping incur
the token price
and by committing
these revenues
to be buying
these tokens,
they'll be
constantly, you
know, applying
a steady stream
of buy pressure
on the tokens
to be able to
get the token
price to be
either stable
And if you
look at the
Magic Crystals
token that
launched, it
has been going
up for about
eight months
since launch,
something that
is very rare
in the gaming
Of course, you
know, this
percentage and
whether or not
you want to
do this is
really depends
on the team.
definitely is one
of the models
I found quite
interesting.
I think it's
it builds a
really good
relationship between
the users and
investors and
the original
That's very
interesting.
That's very
interesting.
I think I'm
going to talk
offline and a
regarding this
Later on, I
think this is
interesting.
Yeah, this is
interesting.
Tons of good
ideas to share.
But yeah, let's
talk a little bit
more about the
actual game of
what I think.
You did mention
a, I think you
kind of went
quickly through it,
but you did
mention that
you guys are
putting out a
new football
game soon.
anything more
you can share
about that?
before that,
let me, Robert,
my co-founder,
the GimmeFly
handle is also
Let me just,
Robert, hey,
are you there?
Hey, hey, yes.
Hi, everyone.
Maybe just a
couple of words
from my side.
My name is
I'm one of the
co-founders as
The main next
step, which
probably was not
mentioned, was
we are going to
ecosystem fund
because as
we are today,
we are actually
one of the
biggest game
fight projects
And we can
easily scale
another 10x,
100x because
we are profitable.
business model-wise,
we are actually
profitable.
We can scale
up user base
to a level
that is not
seen in Web3
So imagine
today we can
get to 100
million user base
on a daily
That will be
actually capable
of building a
platform because
we have all the
users on that
So imagine we
launch an ecosystem
fund, which will
help us on board
all the Web3
And on top of it,
we can give them
traffic, we can
give them high
paying users, and
we can give them a
lot of digital
assets as well.
So in that sense,
imagine how big
that could be in
terms of TEL, in
terms of number of
transactions, and in
terms of number of
users we can provide
to the industry.
So that will be the
massive next step we
have in mind.
Yeah, so that's
really where we're
looking to go with
If anybody has any
questions, we're
happy to, if you
hear on our
Twitter or in our
Telegram group, we're
happy to give more
details on what we're
doing, what the
plans are, if anybody's
interested.
GT, to your
question, yeah, so
our football game, so
right now we've got a
cricket game, we've got
a racing game, those
are our two main
Our football game is
coming in Q1.
We're building it as
with other games, it's
casual, with lots of
And with this now, as
we expand to other
markets, to football
first markets, underserved
football first markets, I
should say.
Yeah, so that's the plan
regarding the football
Man, awesome.
And also, it's great
to meet you, Robert, as
That is, you know, for
the mental fans here who
may not have heard of the
project before, Game of
Life, you guys go on
DAP Radar.
Basically, anytime, you'll
always see kind of Game
Fly in the top five
lists of all-time DAPs.
And I'm not talking
about just games, I'm
talking about DAPs in
So that's the Game of
Fly project.
They do have a massive
amount of users and a
lot of different, yeah,
a lot of users, a good
amount of traffic, and
seeing their
profitability and able to
scale to these levels,
it's very, very exciting
to see where they go
Yeah, and Wally, I'm
curious in terms of what
you're, you know, in
terms of the football
game, that's nice.
Do you guys have anything
else coming up or any
other next steps that you
guys are playing that you
would like to share right
Well, so first of all,
the reason we're, the
reason we've done this
collaboration with Mantle
is because I think doing
this 10x and, as Robert
mentioned, 100x, Mantle
is kind of the partner
that's going to help us
so that we get big
together, really, as I
think it's something which
is mutually beneficial.
We think there's going to
be a lot of value.
We are going deeper into
the countries we are right
We're going to go then to
football-first countries as
But it's really growth,
growth, growth for now.
And looking forward to
going on this journey with
GZ, with you guys at
Mantle Network.
Will you be able to share a
little bit more about what
your current growth plans
You know, what are your
scaling initiatives?
How are you going to be
reaching, you know, the
next step?
I think right now you guys
are around 100,000 daily
active, unique daily active
Like, how are you going to
get to that 1 million
benchmark?
Absolutely.
So, look, even in the
markets, so the markets we
are right now, Maghastan
Bangladesh, Indonesia, Saudi
UAE, we believe that even
though, yes, in Web3
ecosystem, it seems like there
are not enough users.
And we believe that there are
They just need to be, I
mean, it's not like the Web3
person is this magical
No, it's the same people.
They're just, some are
using, some aren't using.
We believe that, again, I'll
give an example of
Six, as per Binance, six
million Binance
wallets in Pakistan.
In Pakistan, we have maybe
10% of that.
So, we feel that just in that
market there's huge growth.
The same thing applies to
Indonesia.
Saudi UAE, we're just
scratched the surface.
We've entered in Q4 this
There is, we need to grow in
So, we're going to grow in
all these markets with, well,
Indonesia, our motorsports
game is doing well.
In Pakistan, Bangladesh, the
cricket game.
Saudi UAE, also big diaspora of
South Asians, Pakistani,
Indian, Bangladeshi.
We're going to start with the
cricket game.
We're going to launch the
football game, football, which
is also very big.
You know, Kishan Gronaldo is in
Saudi Arabia.
Saudi Arabia football is big.
Same for UAE.
So, our football game is really
to deeply penetrate the Middle
And then, with football, it can
be, there are many places to
But the next six months is
really deeper into these
markets I've mentioned.
And we feel we can, we can
get to easily to 8 to 10x just
in these markets in terms of
user base in the next two to
three quarters.
And then we start expanding to
other markets out of Asia and
Middle East.
That's 8 to 10x.
That makes you guys the
biggest apps, like, by far.
It's not even going to be
But that's the fundamental
idea, right?
That's the fundamental idea
that, again, I gave an
example of Venezuela, right?
Why is Venezuela right now not
the biggest Web3 user base in
the world on that radar?
They should be.
Everybody who earns money is
using crypto.
But then we say, so for me,
it seems, but maybe we call
it, there's, you know, the TVL
issue or I don't know.
It's, again, underserved
ignored market.
So the idea is to become, I
mean, I tell you, six months
ago when we were, not even six
months ago, in September, in
July, when we were at 15,000
UAW, we were saying by the end of
the year, we're going to 10x.
And it was, ah, you can't 10x.
That makes you one of the
It's impossible.
We went from 20k UAW to right
We did 30x.
So I think from here, 10x more
is possible.
We have product market fit.
We have our acquisition
We know who the users are.
We know what they want.
As we get new users, as we get
new, new product features, new
integrations, we keep talking to
all our users.
And they tell us what to do.
They tell us what they want.
They tell us what's interesting.
We propose stuff.
So really, I think in collaboration
with our users, as we work
together with our customers, our
users, and as GZ mentioned, we,
you know, we give back as
So I think there are users that
are really helping us build
this, the biggest gap in the
world, which, as I mentioned
initially, is our fundamental
And we want to do this with you,
That's the reason we've come
with you, because I really feel
that growing bigger now is
into the infrastructure and
having a strong base is very,
very important.
I think, yeah, it is definitely
one of the more bullish
projects that we've been able to
work with so far when it comes to
the Gamify team.
And it just, you guys have a
good strategy.
You guys have those real users.
And I think you guys identified a
market that just makes a lot of
sense to scale the Web3 space.
you know, it's, you know, everyone
here in Web3 right now is talking
about mass adoption and like, or
feeling that projects are talking
about really mass adoption, but
that's really not true, right?
Like most of these projects, they're
getting about 50,000 to maybe like
60,000 DAU at most.
And that's like the top projects.
And that's really nothing in the
gaming space.
You know, what games I've worked on,
we're getting up to like 5 million,
10 million daily active users.
And that's what, you know, actually
actual mass adoption is.
So, you know, seeing you guys be able
to get, you know, numbers to that
scale really gives me also a lot of
positive sentiments and forward
looking kind of like, I guess, hope
for Web3 gaming as well.
Yeah, I think, you know, you mentioned
a little while back that there were
some users asking some questions.
If you like, we can definitely also
try interacting with some of the
questions from the audience, if you
Yeah, I have a couple of questions.
Let me get to those.
But to your point, write that into the
mass adoption.
I mean, look at PUBG and Free Fire.
Their daily active numbers are insane.
Their daily active is bigger than
monthly active on Web3.
You know, or YouTube has a billion
monthly active users, daily active.
So, I mean, we are really not anywhere
near mass adoption right now.
And I think everybody's figuring out
what's the right avenue.
We have a hypothesis on one avenue of
mass adoption, which we are very
bullish about.
Regarding questions, somebody's asked
one of our groups, why cricket and not
other sports?
Yeah, we started with cricket.
Well, we actually started with motor racing, which
worked in, again, Indonesia.
But, and worked fine.
But really, we realized, as I said, these big, so cricket
is the Super Bowl, the highest.
I'll give you some contests on how big cricket is.
How, how, it's insane.
It's an ignored sport in terms of just games.
You've got NFL games, NBA games, racing games, football games.
You've got Madden.
You've got all these big, massive, huge games for sports.
But there is no real FIFA-level cricket game.
The Super Bowl, the highest ever global viewership numbers.
2016 or 2015 Super Bowl final had 154 million unique viewers.
Any, so that's the biggest Super Bowl.
Super Bowl, 32nd ad during Super Bowl final costs $5 to $7 million.
Super Bowl is the biggest sporting event in the world.
India-Pakistan cricket game.
Any India-Pakistan cricket game.
Not the World Cup.
Usually they play in international tournaments.
But any India-Pakistan cricket game, on average, has 1 billion
unique viewers.
So just to give you context on how big cricket is.
Just India-Pakistan-Bangladesh, which is 2 billion people.
Just under 2 billion, 1.8 billion.
They only do cricket.
They're the only sport they actually care about.
So it is this very, very big game which is completely ignored.
So if there is one game we have to go after where there is,
it's a blank canvas almost, it's cricket.
And then after that, the other one would be football.
Because that's, again, I think it's bigger than cricket globally.
But there's a lot of competition.
Yeah, so just on that, why cricket and not any other sport is out of it.
Yeah, I was pretty surprised by that.
So before working with Gamify, obviously we had to do some research
and some due diligence.
And it turns out, you know, cricket is, in terms of fans and global players
and actual cricket players, it's the second biggest sport just behind football
or soccer, depending on where you're from.
The problem is, is that cricket is a sport that isn't very popular
in North America.
And I grew up in North America.
Also, it's not big in Europe, right?
It's only in the Commonwealth countries.
The Commonwealth countries were the British Commonwealth.
So that's, it's like 12 countries, 13 countries.
Yeah, but by far, in terms of actual users and fans,
it is the second biggest sport of all time, bigger than basketball,
bigger than hockey.
I'm Canadian, so hockey always comes to mind.
Yeah, man, LeBron.
Ice hockey.
Yeah, that's a very specific Canadian sport.
So like LeBron, I think, has 50, 60 million social media followers.
LeBron is, he's the goat.
But he's as close as you get to being the best in the world, adored, right?
Indian cricket captain has 400 million social media followers.
Oh, my God.
So it's, yeah, the number, because there's so many,
300 million, 400 million, 500 million in North America.
And there's billions in, you know, following Virat Kohli, the Indian captain.
So just, just, yes, the ARPUs are less, the spending power is less,
but the sheer volume is so high.
And that's kind of the sweet spot that we're looking for.
And with a background in sports and in football, but also cricket.
And my other co-founder who wasn't here today, Robert, Derek, sorry.
Derek's from Tencent Games.
He's done a lot of work in gaming.
So we really have a good mix of sports and gaming.
I have one more question somebody's asking regarding Mantle.
So, GZ, this is for you.
Somebody's asking that I'm new to Mantle chain.
How are the gas fees on Mantle chain?
And what are the security measures?
So, Mantle is, we are Ethereum L2.
And so our security is derived from Ethereum as well.
So, you know, our validators or nodes are very, very difficult to be hacked as,
unless, you know, Ethereum is, as we are deriving our security and everything from Ethereum.
But unlike other kind of Ethereum L2s, we do have our own DA.
It's called Eigenlayer, our own DA systems.
And this allows us to, by far, charge as low as gas fees.
We also do also basically have no margins on top of our L1 fees.
Meaning, if you guys look at, you know, the same transaction, which is on base or arbitrum or optimism,
you know, other L2s where they could cost up to $0.30 for transaction,
they are pretty stable and maintaining below about $0.10 for transaction on Mantle.
Now, with that being said, you know, it's, there is a pretty high cost for the Ethereum chain right now.
I think the transaction fees are almost like $3 or $4 on Ethereum.
So, we are, we are using an optimistic roll-up right now.
Although we may be considering switching to ZK next year,
where we're estimating gas fees to be less than a cent once we do so.
But, you know, that's still pretty far away.
So, I won't talk about that too much.
But, in terms of right now with our tech stack, we do have by far the lowest gas fees for any L2 out there.
And, you know, on one end, we do hope that to actually, we do hope to go to keep these gas fees low
to remove the friction and allow users to be able to really enjoy working with different assets
and, you know, working with on-chain elements.
But, at the same time, we do also see gas fees as a necessity for, you know, for Ethereum.
Because if Ethereum, gas fees start disappearing, that also means Ethereum is not recognized as much.
And that would also become a real big problem as well.
So, you know, gas fees is a necessity.
We'll definitely try to continuously find ways to roll up a little bit more,
to optimize our tech stack, to remove that friction even more for everyone.
But, yeah, right now we are pretty excited for, you know, what we are able to accomplish so far.
We've had a very good experience until now.
I think, yeah, this is a, I think in the industry in general, this is something which is, like I just said,
layer one is what's happening is a bit, I mean, we'll see where it goes.
But, overall, it's quite good.
One last question that I have is, will there be more partnerships like Islam by United?
Islam by United is a big cricket team we've partnered with.
And we're rolling out their memberships next month.
We've actually rolled out, you can get their player cards on our app.
So, you can buy their player cards, which you can use in-game.
So, they give you boosts in the game and they also give you chances during the World Cup,
which was happening to the World Cup in October and November.
With these, you get these player cards either by playing guess-and-win games,
you win the player cards, so you mint them or you buy them, and you make a team of 11 and you get a chance to get airdrops.
So, we did that and now we're launching the membership and this, talking before about,
I fundamentally believe that this is something where fan engagement by Web3 is going to have so much value
and actually get fans having an ability to really connect with the team and vice versa.
So, we have this one partnership, which is our pilot partnership,
and we're looking then after cricket to go also in football.
We're talking to a couple of American teams as well,
but we're collaborating with them on building the game first and when we build a game,
then let's say if we build a baseball game, then we partner with a baseball team
and in the whole game, you have the avatar of that team and the stadium is that team.
So, yeah, we're very excited and just the beginning.
So, I think, Jeezy, from my side, this is really it.
Just one last question I have for you, which somebody has posted,
that how is Mantle different from other chains?
I think with that, we can then close this.
Yeah, sure.
I mean, you know, in terms of tech side, I don't want to go into too much detail.
I'm more of the head of gaming at Mantle,
so I'll definitely be focusing a little bit more on the gaming side.
Tech-wise, though, I do hear that we do have a pretty strong team.
So, if you guys have a chance, you can review our docs to see from, you know,
the technical stack what's different.
But from a gaming side, I think one of the biggest differences between Mantle
and most of the other larger L2s is that
we don't just want to go out and dedicate ourselves to poach or vampire attack,
you know, all these different Web3 gamers
and trying to poach all these projects onto our platform.
We want to actually be able to build and be part of the process
of seeing really amazing projects,
being able to upgrade their quality,
to be able to capture more users,
and to have the quality to be able to capture traditional gamers
from the traditional gaming space.
So, you know, in terms of the way that gaming ecosystems run,
whereas a lot of other chains, you know,
they're giving out grants like $100,000, $200,000 to each project
just for them to build onto their chain.
Mantle, we are actually looking to reserve a lot of our funds
to be able to support developers within the Mantle ecosystem
rather than trying to go out and poach.
And so recently we announced a program called Mantle Journey
where we're going to be deploying about $160 million U.S. dollars
worth of funds into the hands of users in the Mantle ecosystem
to interact with protocols
and then hands of developers to help them increase the quality
and the publishing capabilities of their projects and protocols.
You know, Gamefly is one of the teams
that will likely be receiving a very large portion
of their first season of Mantle Journey funds
because they are one of those projects
that are able to really, you know, utilize these funds
to be able to help improve, you know,
and gain the realized a very high ceiling of potential
for what they're trying to build.
And hopefully through this strategy like this,
we're able to really see the games on Mantle
really differentiate themselves
in terms of not just the, like,
not just because they have more users,
but because they actually have the quality
to attract real gamers and real users spending,
you know, actual, actually willing to spend money
into these games because they're enjoying it,
because they're having fun
and because of traditional means
rather than just a lot of, I guess,
like token farming users
that may not really be a sustainable way
to run, you know, these projects and games.
So hopefully through this strategy
and through kind of this method,
we'll see a lot of high-quality games
and provide a lot of high-quality experiences
to our users.
We're very excited about Mantle Journey,
and I really think that it's about
growing the ecosystem, right?
It's like the more people come onto Web3,
even if it's other projects, other games,
we really feel that it's not a zero-sum game.
The pie is just going to get bigger
and bigger and bigger.
People don't play one game.
They play multiple games.
So once they're on Web3 playing games,
you start with some other game,
you'll come onto my game
if it's a good quality project
and vice versa.
You're on my project,
you go to other projects.
So I really feel that, you know,
we're all basically working together
to build the ecosystem right now.
It's very exciting.
Mantle Journey is very exciting.
And thanks, GZ.
Thank you so much.
Thanks, everyone,
for taking out the time
and spending some time with us
here on this AMA.
Would love to get feedback and comments,
and, you know, we'll
love to do it again.
Thank you, everyone.