Strategy
Market
table:market
Chain Total User Daily Active User TVL Monthly Revenue Yearly Revenue Market Cap
Polygon, Astar Network, zkRollup 1m 25k $500m $208k $2.5m $100m
TotalUser
Total 10m
Polygon 6m
DAUベースで考えたらEthereumよりPolygon
$ETH使えるほうがいい
まずはBenji Bananas, Arc8に並ぶ1m userを目指す
中長期
TAM: 500m users (Spotify User)
SAM: 10m users (GameFiユーザー全体)
SOM: 1m users (GameFiのユーザー指標)
NOW: 200 users
TVL: 1m * $500 = $500m
Headphoneの購入: $100 × 5
Monthly Revenue
Liquid Staking DerivativeのAPR5% / 手数料10%で計算
$500m × 5% × 10% ÷ 12months
Market Cap
LIDO: MC/TVL = $2b / $8b (here) = 0.25 Rocket Pool: MC/TVL = $400m / $932m (here) = 0.42 LIDOより少し少ない0.2をmultiplierに設定
Marketing
GameFiの基本戦略
Co-marketing with GameFi Projects
Mutual Giveaway
AMA
Collaboration with Guilds/Musicians/Influencers
Scholarship
Giveaway
AMA
Sales Agent
100個代わりに売ってもらう
売上のn%をRevenue Share
売上はstakeするから資金調達したアロケーションからmarketing feeを支払う？
あるいはgonernance token allocation
LiquidStakingRewardの手数料10%のうち半分を期間的にシェア(APR10%だとしたら全体で0.5%)
MonthlyRevenue × SalePrice/TotalTVL × 0.5
Vampire Attack for Service
Special Giveaway for Spotify/Audius/SoundCloud/GalaMusic users
Tweet Campaign
Competitiveness
product特徴
Listen to Earnが競合(GalaMusic, Audiusなど)
普通のGameFiは音楽聴きながらプレイできるからむしろ親和性高い
PENTAの強み
Spotify/AppleMusicなどどのプラットフォームからも再生可能
PENTAはLiquidStakingを用いていてTokenomics持続的
Audiusは$AUDIO配ってる
GalaMusicも$GALA配ってる
Governance Token
PMF後にローンチ予定
Finance
Token Val: $20m
Stock Val: $15m
Discount 75%で統一
Raising Price: $2m
Lockup/Vesting
investor: 1year/2year
team: 1.5year/2.5year
Traction (for 3months)
200 Total User (Waitlist)
75 DAU
60mins Average Stay Time
77% Retention Rate
$45K Sales
Achievement
Astar Network Hackathon - 1st Prize
B DASH CAMP 2022 SUMMER in SAPPORRO - Pitch Contest
Web3 Conference Tokyo 2022 - Pitch
Discussion
プロダクト仕様について
資本政策
Cap
VC