{Solo-Building Arc} | DM for commission | Writing: royalroad.com/fiction/154820β¦ | Edits and Animations | @Raizokurising emissary
The Stormβ‘οΈ
- Tweets 29,338
- Following 2,609
- Followers 2,576
- Likes 97,406
Ever look back at years of work
and feel like you never finished anything?
That was me last week.
So I made the list, to show who I am
π§΅1/8
How is your day?
I was working on a thread about everything i did since i joined the space,
Then i saw :
I made it into @finalbosuX community highlights
π₯³
GM
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The week started with a burn
But i'm not burning mine
Will you?
π
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Just joined Early Access for @ComputersRh
I'll be playing 24 hours before the public launch
My ref link= computersrh.xyz/ref=nox91c
x.com/computersrh/status/210β¦
DYOR
Early Access applications are now open. ποΈ
π computersrh.xyz/
Fill out the form to get access to ComputersRh 24 hours before the public launch.
Youβll also be able to create your own referral link and earn 5% of the in-game earnings of every player you invite.
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First burn event incoming for frens
Full disclosure:
I won't burn mine
Will you burn yours?
π
BURN & FORGE β EVENT #1
The furnace opens for the first time on October 5.
For 48 hours, JPEG Frens holders will be able to permanently burn Base Frens and forge something rarer.
How you get in, what you can forge, what gets burned, and what waits on the other side.
Letβs open the furnace. β
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Will you miss it again?
Got mine
π«‘
The time is here 1/1 presale is live it will run for the next 10 hours for the whitelist spots then public
happy hunting
@Bloxbroker
bloxbroker.com
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It's a good day to be a fren
What are your favorite groups ?
π
Now that the Frens are revealed, itβs time to learn what youβre actually holding.
The JPEG Frens Trait Guide is live.
Explore the traits across the collection, learn their names, and see what makes your Fren yours.
You can now also search, filter and trade the collection by individual traits on OpenSea.
9,125 Frens. And we made sure there is a lot to dig through.
TRAIT GUIDE β
jpegfrens.com/holders
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"The hype left,
We didn't."
GN frens
The hype left. We didn't.
We built this one, fren by fren, brick by brick.
This is our culture.
The reveal is live.
We are JPEG Frens.
opensea.io/collection/jpeg-fβ¦
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For those wondering:
I'm not out of the TL,
I'm simply focused on the game i build,
While writing my tome 2.
5 chapters done, about 45 to go.
A variety of builds with their own gameplays
Solo-dev takes longer than i thought,
But i can't wait to share the results
What's your favorite game ?
π
#SoloDev #IndieGame
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What a shitty Sunday
Stackers rugged
X account deleted
Website closing (βsecurity concernsβ)
After that, claim/withdraw on-chain
I believed in the product
First rug of the season for me
Bad day for my wallet
π΅
Stay safe out there
I like dips.
Don't you?
Grabbed one more Stacker
And upgraded my OG to Gold
π₯³
Really curious to see where the dev is taking all these new features
π
Feels like the endgame might be bigger than just NFT utility.
What do you think?
101
I like dips.
Don't you?
Grabbed one more Stacker
And upgraded my OG to Gold
π₯³
Really curious to see where the dev is taking all these new features
π
Feels like the endgame might be bigger than just NFT utility.
What do you think?
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The Three Hat Problem
Part 4
Last post:
The mainstream ledgers.
Billions, in writing.
Today we cross the fence.
Web3, through the same grid.
>Pudgy Penguins
The best counter-example in the space,
Because their money comes from *outside* the loop.
Over $13M in retail sales.
Walmart,
Target,
Amazon shelves.
And every toy licenses a specific holder's penguin through their OverpassIP platform:
Typically around 5% of net revenue back to that holder.
Some deals reportedly higher.
Roughly $1M paid in royalties so far.
Plus the PENGU airdrop:
About 1.7M tokens per NFT in December 2024.
Worth tens of thousands of dollars at launch prices.
Is every penguin licensed?
No.
A minority.
But the pipe exists,
It's automated,
And it pays from toy shelves, not trading fees.
That's real money, from real customers.
>Azuki
Column two is heavy:
The ANIME token launch allocated 37.5% of a 10-billion supply to the community,
Distributed by collector status.
No official per-NFT figure,
But the community pot was worth hundreds of millions at launch prices.
A real flow back.
At scale.
One thing before we move on:
A generous ledger doesn't mean a perfect one.
Most projects, even the good ones, have both colors somewhere:
Strong flows in one area,
Gray zones in another.
That's exactly why you read columns, not vibes.
>Stackers
Small, niche, fairly new.
And mechanically the purest flow-back design I've seen.
Under 3,000 NFTs on Robinhood Chain.
80% of the token's trading fees auto-buy tokenized stocks.
Apple, Nvidia, Tesla.
Every four hours.
Straight into each NFT's own vault.
The stock travels with the NFT when it sells.
Just over $130K paid out so far.
Secondary royalties now feeding the pot too.
Full honesty: it's circular.
Recycled trading fees, not Walmart shelves.
A heartbeat, not yet an economy.
But the hard part of a heartbeat was building one.
The engine works.
Now imagine it plugged into external revenue streams.
The pipe is already built.
It's just waiting for something bigger to flow through it.
>Before we close,
The Steelman
Because studios have real reasons for holding IP tight:
-A canon needs a single owner or it fractures.
-Moderation costs money.
-Licensees demand one throat to choke, not 10,000 co-owners.
All true.
All legitimate.
And none of it explains why finished creative work from the community can't come with terms attached.
Roblox has ONE owner of its platform
and still wired $1.5B last year.
Pudgy owns its brand outright
and still pays the toy royalties.
Holding the IP and paying the contributors were never in conflict.
One is a governance choice.
The other is just a wire transfer.
>So why is fair still the exception?
The answer is about to get worse.
Tuesday, we dive down the rabbit hole.
The Three Hat Problem
Part 3
Last post gave you the tool:
Two columns.
Read the flows.
Today,
We run real names through the grid.
Starting where nobody expects:
The "Normies" world
>Roblox
The platform your little cousin plays.
The one crypto Twitter calls a walled garden.
In 2025, Roblox paid out $1.5 BILLION to creators.
That's in their SEC filings.
Not a pitch deck.
Is the split perfect?
No.
Creators earn Robux,
Conversion eats a chunk,
The effective cash rate is way below the headline 70%.
But billions.
Flowing.
Every year.
Under written contracts.
It goes further.
Their License Manager now lets any creator build on IPs like Squid Game, Sega, Netflix shows.
Standardized rev-share deals.
Typically 10-25% to the IP holder.
Terms written down before you build.
Read that again:
Billion-dollar franchises are opening their canon to random creators.
With a contract.
>Fortnite
Epic runs a monthly engagement pool:
40% of the shop's net revenue,
Shared with island creators.
On top of that,
Creators selling items inside their islands currently keep about 74% of retail value.
(A promo rate through 2026, it drops to roughly half after.)
Not charity.
A written, published split.
>Minecraft
Marketplace creators:
A commonly reported 70/30 split, in the creator's favor.
Some partners have built whole studios on it.
The pattern is hard to miss.
The "corporate" platforms.
The ones with lawyers.
The ones we mock.
They put the terms in writing,
And wire the money.
So the question writes itself:
If they can do it,
What does our side of the fence look like?
Next post, we cross it.
π
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Part 5:
The Three Hat Problem
Part 5
Previous part:
Value CAN flow back.
We saw it at every scale.
So why is fair still the exception?
Because until now,
It could afford to be.
>Production costs, before AI:
Studio 2D animation:
$2,000 to $7,000 per finished minute
Japanese TV anime:
roughly $7,000 to $12,000 a minute
And that's after decades of brutal efficiency.
Premium 3D:
$20,000 to $50,000.
Per minute.
That was the wall.
>And the wall protected something:
If producing content costs a fortune,
Whoever holds the production budget holds the power.
Your fan art,
Your lore,
Your 2am Discord ideas?
Nice to have.
Decoration on top of an expensive machine.
>Now look at the wall today.
AI pipelines are running at a fraction of that.
Hundreds per minute, not thousands.
Two-person teams shipping full animated episodes in days.
In China, mature microdrama pipelines are reportedly as low as ~$30 a minute.
Thirty.
Not thirty thousand.
The wall didn't crack.
It evaporated.
>So play it forward
When anyone can generate polished content for pocket change,
What's scarce?
Not rendering.
Not animation.
Not editing.
Machines now do the expensive part.
What's left is exactly two things:
Original worlds people care about.
Communities that care about them.
That's it.
Characters with real emotional weight.
Lore people actually memorize.
The attachment that makes someone tattoo a project's symbol on their arm.
None of that comes out of a model.
It comes out of people.
Their imagination.
Their time.
Their love.
Which means:
The raw material communities have been handing over for free
just became the single most valuable input in the whole chain.
Right as everything else collapsed in price.
>The uncomfortable part?
Nobody's being tricked.
People create for worlds they love because loving a world and building in it is the whole point.
That generosity is real.
And it's exactly what makes the free-material model so durable.
It doesn't need to deceive anyone.
It just needs fans to keep being fans.
Which is why this won't fix itself.
The incentive to run on free community fuel is about to be stronger than it's ever been.
Everywhere.
Not just Web3.
Every franchise,
every platform,
every studio with a fandom is looking at the same math.
>So what does fair actually look like?
Not utopia.
Three principles any project could adopt tomorrow.
Including the ones you're in.
Friday, we break them down.
4
The Three Hat Problem
Part 5
Previous part:
Value CAN flow back.
We saw it at every scale.
So why is fair still the exception?
Because until now,
It could afford to be.
>Production costs, before AI:
Studio 2D animation:
$2,000 to $7,000 per finished minute
Japanese TV anime:
roughly $7,000 to $12,000 a minute
And that's after decades of brutal efficiency.
Premium 3D:
$20,000 to $50,000.
Per minute.
That was the wall.
>And the wall protected something:
If producing content costs a fortune,
Whoever holds the production budget holds the power.
Your fan art,
Your lore,
Your 2am Discord ideas?
Nice to have.
Decoration on top of an expensive machine.
>Now look at the wall today.
AI pipelines are running at a fraction of that.
Hundreds per minute, not thousands.
Two-person teams shipping full animated episodes in days.
In China, mature microdrama pipelines are reportedly as low as ~$30 a minute.
Thirty.
Not thirty thousand.
The wall didn't crack.
It evaporated.
>So play it forward
When anyone can generate polished content for pocket change,
What's scarce?
Not rendering.
Not animation.
Not editing.
Machines now do the expensive part.
What's left is exactly two things:
Original worlds people care about.
Communities that care about them.
That's it.
Characters with real emotional weight.
Lore people actually memorize.
The attachment that makes someone tattoo a project's symbol on their arm.
None of that comes out of a model.
It comes out of people.
Their imagination.
Their time.
Their love.
Which means:
The raw material communities have been handing over for free
just became the single most valuable input in the whole chain.
Right as everything else collapsed in price.
>The uncomfortable part?
Nobody's being tricked.
People create for worlds they love because loving a world and building in it is the whole point.
That generosity is real.
And it's exactly what makes the free-material model so durable.
It doesn't need to deceive anyone.
It just needs fans to keep being fans.
Which is why this won't fix itself.
The incentive to run on free community fuel is about to be stronger than it's ever been.
Everywhere.
Not just Web3.
Every franchise,
every platform,
every studio with a fandom is looking at the same math.
>So what does fair actually look like?
Not utopia.
Three principles any project could adopt tomorrow.
Including the ones you're in.
Friday, we break them down.
The Three Hat Problem
Part 4
Last post:
The mainstream ledgers.
Billions, in writing.
Today we cross the fence.
Web3, through the same grid.
>Pudgy Penguins
The best counter-example in the space,
Because their money comes from *outside* the loop.
Over $13M in retail sales.
Walmart,
Target,
Amazon shelves.
And every toy licenses a specific holder's penguin through their OverpassIP platform:
Typically around 5% of net revenue back to that holder.
Some deals reportedly higher.
Roughly $1M paid in royalties so far.
Plus the PENGU airdrop:
About 1.7M tokens per NFT in December 2024.
Worth tens of thousands of dollars at launch prices.
Is every penguin licensed?
No.
A minority.
But the pipe exists,
It's automated,
And it pays from toy shelves, not trading fees.
That's real money, from real customers.
>Azuki
Column two is heavy:
The ANIME token launch allocated 37.5% of a 10-billion supply to the community,
Distributed by collector status.
No official per-NFT figure,
But the community pot was worth hundreds of millions at launch prices.
A real flow back.
At scale.
One thing before we move on:
A generous ledger doesn't mean a perfect one.
Most projects, even the good ones, have both colors somewhere:
Strong flows in one area,
Gray zones in another.
That's exactly why you read columns, not vibes.
>Stackers
Small, niche, fairly new.
And mechanically the purest flow-back design I've seen.
Under 3,000 NFTs on Robinhood Chain.
80% of the token's trading fees auto-buy tokenized stocks.
Apple, Nvidia, Tesla.
Every four hours.
Straight into each NFT's own vault.
The stock travels with the NFT when it sells.
Just over $130K paid out so far.
Secondary royalties now feeding the pot too.
Full honesty: it's circular.
Recycled trading fees, not Walmart shelves.
A heartbeat, not yet an economy.
But the hard part of a heartbeat was building one.
The engine works.
Now imagine it plugged into external revenue streams.
The pipe is already built.
It's just waiting for something bigger to flow through it.
>Before we close,
The Steelman
Because studios have real reasons for holding IP tight:
-A canon needs a single owner or it fractures.
-Moderation costs money.
-Licensees demand one throat to choke, not 10,000 co-owners.
All true.
All legitimate.
And none of it explains why finished creative work from the community can't come with terms attached.
Roblox has ONE owner of its platform
and still wired $1.5B last year.
Pudgy owns its brand outright
and still pays the toy royalties.
Holding the IP and paying the contributors were never in conflict.
One is a governance choice.
The other is just a wire transfer.
>So why is fair still the exception?
The answer is about to get worse.
Tuesday, we dive down the rabbit hole.
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286