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There aren’t many charts that show this level of pmf, and the kind of hypergrowth that comes with it.
We’ve seen it with stablecoins, prediction markets, perp DEXs, lauchpads, crypto credit cards…and now:
onchain collectible platforms.
Across major players like @Collector_Crypt, @Beezie, @Courtyard_io and @phygitals, collectors have already spent close to $1B (!!) on digital pack experiences alone. And that doesn’t even include the long tail of 15–20 new platforms now trying to follow in the footsteps of the early leaders, continuing to pop up as we speak.
What these top platforms have achieved is seriously impressive, and there’s no real sign of this growth slowing down anytime soon.
If anything, once you dig deeper, it becomes clear this is just the beginning. Now that pmf has been proven and real recurring revenue is there, the next phase is scaling.
Not just vertically, but horizontally. Expect new verticals across collectibles beyond just TCGs, along with entirely new product lines targeting a still highly inefficient and broken market overall.
This is one of the few verticals where crypto rails actually make sense, and improve the market by at least an order of magnitude.
Huge respect to the OG builders like @TuomHolmberg, @AndreaMYellie and @LeJ3une who’ve been grinding on this for years. It wasn’t easy, but they clearly knew what they were building and hence never gave up.
The results are starting to speak for themselves and we’re only getting started.
Gotta disrupt 'em all.