Nice stats.
Given the prize money on offer, the player entries look on the low side to me, but it's still early days.
I've set a benchmark of 100k MAUs as my minimum expectation to justify all the time and resources that go into developing blockchain games. Moderate success - 100k DAUs and an active user base would need to be sustained for 12+ months (Splinterlands for example has surpassed 100k DAUs). Major success would be 500K DAUs. Then at the very top, you've got the sector-defining games such as Axie (the world-class market leaders).
From both a gaming and active user perspective, F1 Delta has flopped. This is not catastrophic in my opinion, because you can't expect every game to be a hit and Animoca will have learnt some valuable lessons. However, it is reasonable to expect 50% of games to be moderately successful.
Of the 4 REVV games, the minimum requirement is for a couple of these to be moderately successful. If they can't achieve this, then they'll suffer reputational damage and it'll be difficult for the REVV ecosystem to recover. Conversely, 1 major success could establish REVV as one of the major in-game tokens.
Success begets success: Makes it easier to attract the best talent (devs and management), to attract the best partners/IP/licenses, to attract the best institutional backers etc. Dapper Labs is a great example of this. They aren't scattergun, but have a strategy that they execute to perfection and is why they are the undisputed leaders in sports moments (NBA, La Liga, UFC). Consequently, investors/consumers associate Dapper with success.
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