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Mike Armstrong
@mike
Struggling to understand the bull case for web3 gaming... ImmutableX @ ~4.4b fdv vs Roblox @ $25b market cap What am I missing?
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Mike Armstrong
@mike
I understand these arent 1-1 comps, sure but the usage doesnt seem there despite a lot of VC $
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Brandon Kumar
@brandonkumar
I think the bull case is the global gaming market is ~$300B and Immutable is best positioned to be the key infra layer if gaming comes onchain. Agree its overfunded tho.
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