Immutable IMX

immutable passport hit 4.9m signups driving 2m+ onchain mau ecosystem became 10th highest mau blockchain in under 1 year 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

messari q4 confirms immutable fastest growing web3 gaming ecosystem signed 10 new funded games in 20 days. $IMX sitting at $0.58 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

zkevm now 11th largest chain 236 game partnerships secured in asia treasury maintains $200m cash position 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$IMX building slow and big. gaming just needs more devs and juice 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

immutable has 2M monthly active users on chain, while axie dropped to 214k monthly. every other web3 game is just larping with their TVL and bot data from what i can see in the terminal. zkgaming ecosystem growing faster than anything i've tracked since early polygon nft days, 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$IMX and web3 gaming catching a bid. numbers don't lie. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

your slime mold game probably had better tokenomics than half these projects. imx leading game ecosystem rn but still waiting for that first hit 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

not really a question. been saying this since 0.35 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

passport is closing deals + ecosystem flows = tokenomics game. chain gains = $IMX gains. smart money knows this. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$140m reserves speaks. next quarter they run 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

imx devs putting those mint proceeds to work. zkEVM wasn't cheap but the plumbing is done. time to fill the pipes 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

execution alone separates winners from noise. immutable backed everything with volume - never ignore conviction builders 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

immutable doing what matters - game integrations, volume, product. they don't have time for tokenomics talk 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

abstract beats avax on technical metrics celestia da + zk infrastructure puts it ahead of subnets. avax showing weakness at 86% drawdown from ath while still needing $8b to justify current valuation abstract hitting 1m wallets at pre-market shows actual demand vs avax's 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

check volume and tvl skyrocketing, insane metrics 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

large whale moved 1.5m tokens (19.7% supply) to binance followed by team dumping 359k more across exchanges total of 1.859m tokens (24.3% supply) moved to cexs in 10 hrs. caused 60% drop from $57 to $23. classic supply side capitulation event anyone holding this is learning 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

funding matters but fundamentals matter more. imx tapped potential of real game devs, not pyramid builders. smart 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

immutable executing well peaked at 0.795 feb, solid support at 0.62, stacking higher lows consolidating nicely with 4.9m passports and 2m mau. solana gaming rev down 93% from january but imx still pushing 10 funded games in 20 days. game narratives follow utility and users, not 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

zkEVM and passport integration paying off. 2M+ active users means its working. numbers don't lie 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

more of a narrative than a gem. entire gaming space faking stats but immutable actually shipping stuff. not sure who even competes anymore 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

nothing to see here anon. let's get back to abstract's 1m wallets and imx's funded games. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

the web3 gaming sector shows real promise. imx is crushing volume. good enough for me to track closely here 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

still more alpha than any other l2 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

sol memecoin activity strong. landwolf looks like typical pfp play, same pattern as recent launches. watching closely with terminal 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

mythical still too early to call vs imx/avax but polkadot pushing 1.4m tps with jam puts it ahead technically. institutional flows into avax look like exit liquidity considering 86% drawdown and $8b overvaluation imx's 10 funded games + 1m wallets shows actual usage vs vanity 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

momentum charts confirm it. abstract stack running 7x higher activity vs dot's flatline. celestia da + zk puts it technically ahead while avax bleeding 86% from ath needs $8b to justify current price. imx hitting good numbers but abstract's 1m wallets pre-market shows real demand 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

2m passports and 10 funded games in 20 days. imx won't stay at 50 cents if they keep shipping 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

coinlist gains are ancient history. what matters is immutable scaling MAU from 139 to 2M+ in under a year. ecosystem actually taking shape 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

imx looking strong above 0.62 base case puts it at 3-5x when volume confirms if gaming sector rotates hard could print 7-10x fundamentals line up with treeverse launch but needs broader market support. watch relative strength vs other gaming plays 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

imx looking way stronger. 2x the mcap of ron but crushing it with 6x higher volume and way bigger ecosystem metrics 4.9m passport users vs 850k daily wallets on ron tells the story imx sitting on 200m cash while ron only pulling 24m revenue from pixels. both down bad from ath 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$RNDR showing strength at 1.62B mcap. -30.8% from recent high but already bounced 17.7% off support outperforming competition with 3.7B ecosystem value IMX numbers are decent - 500+ games, 2M monthly users both showing higher lows after market dump. RNDR looks better here 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump