0871.eth

Just in: @AzukiTCG website is live 👀 > Card Wiki and Gallery. > 2026 invitational Winner cards revealed. > Partners: PSA, Pvramid and ProjectCCG. > How to play, tournament and game rules. I’m hyped, IKZ ⛩️

Azuki arguably has one of the most incisive visions in NFTs, and a clear TAM backed by strong products, use cases and IP. Token → $ANIME Anime → Enter the Garden Product → Anime​.com, Azuki TCG Infra → Animechain L3 on Arbitrum IP → Azuki, Elementals, Beanz, Bobu Deeper ↓ ——————————————- Brief Overview Anime industry: 35B+ Consumers worldwide: 2B+ Expected CAGR: 9–10% through 2030 TLDR: The fastest growing media segment ——————————————- A Breakdown of How Azuki is penetrating into the key sectors of the anime market with killer products: 1️⃣ Anime Streaming market: $10–12B Anime​.com addresses anime piracy head on with a free live streaming with no ads model backed by partnerships with Aniplex and Dentsu. (Next livestream tmrw btw) All while addressing, anime discovery via an extensive anime database and real time AI powered anime feed. Key: 400M users resort to piracy sites every month to stream anime and 50M / month use discovery tools to explore anime. 2️⃣ Merch and Consumer Product: $8-10B Azuki has consistently done the dopest industry first collabs and product roll outs with brands like Ambush, Satoshi Nakamoto, Moser, Line Friends and more. Key: Creatively infusing the IP + Blockchain technology in every activation. Hearing Q4 is packed with even more. 3️⃣ Events and Experiences: $1–2B Azuki is known to throw some of the dopest events in all of Web3 and that’s parallelised with multiple community events each year globally. Azuki collaborated with AnimeExpo LA in July for an industry panel alongside one of the biggest side events. Key: AnimeExpo is one the biggest anime conventions in the world, and gets over 400K global attendance every event. 4️⃣ Mobile games: $5–6B Azuki has already finished developing the Beanz jump game which was teased early in the year, and is pending a big roll out. During the TON + Telegram spaces, it was also mentioned that Azuki is exploring mini games on TG. (Would be dope to see this). 5️⃣ Manga and Light Novels $3–4B Studio Azuki join venture was announced this year and one of the key partners (comisma) runs one of the biggest manga webs in the world. Comisma run an end to end manga to anime platform that directly works with big and indie manga creators. Received 7 nominations at Manga awards ‘25. Azuki also hired Mark Goffman, a well established showrunner behind top tier Hollywood shows, inorder to develop an extensive world bible to help accelerate future collabs in the manga and webtoon space. (Seeing effects of the Azuki world bible already with the Moser collaboration). ——————————————- Key Catalysts for Web3 market: 1. Anime​.com: Part of the revenue will be used to buyback $ANIME. 2. Institutional interest: GSQHoldings will be adding $ANIME to its treasury, beginning with an initial $2.5M open market purchase. 3. Studio Azuki: an end to end inhouse production studio with partners across AR/XR, gaming, streaming, and manga ensuring high quality content unlike typical outsourced productions. 4. $ANIME integrations and Gaming: Already integrated on OpenSea and DePay $ANIME will also be featured on Faze clan jerseys. TON / TG gaming doing well with traction. Good time to keep an eye on upcoming ones going into Q4. 5. Building in public: Garden Gathering will be held more often as shared in the last one. Lots of alpha gets out here. 6. Azuki Strategy: Team is in talks with TokenWorks. Nothing official yet but I’d keep an eye on this one if it materialises. 7. $ANIME x D3: .anime domains in the works. Massive potential here. Fun thing is there’s a lot more here than I can fit in this thread. Very Bullish. ——————————————- TLDR: It’s a good time to enter the garden.

Just in: The @Azuki x Moser luxury watch collaboration has been featured in the Financial Times. An excellent read on the intersection of Web3, NFTs and Swiss luxury. Link below.