"As long as there is delusion there is hope" The elephant in the room for @fantasy_top_ is the market value of cards free-falling since April this year. A few things have been tried (seasons, new league, arena) but none of them have been the solution we are looking and hoping for. I want to discuss three topics that I feel are the biggest contributors to the free-fall of card prices and what the team can do to support their community who is losing money at an unprecedented pace which is bleeding into the sentiment on the timeline. Let me preface this by saying: I love the game. I love @travisbickle0x . I love @710_eth, I love @0xKipit and @0xMikado , the builders, the mods, the community. This is not a post to "dunk" on the project. This is my perspective on a solvable problem and an attempt to help. Fantasy tournaments have three reward mechanisms: 1. FAN points 2. Fragments 3. ETH Let's dive in to why the market is losing steam. -------------- FAN POINTS -------------- A lot of Fantardio's who lost money recently on their purchases or holdings, have come to the obvious conclusion that in order to make it all back, they want to cash out by dumping $FAN allocation on TGE. This is obviously not a sustainable solution, but that doesn't mean we should not explore TGE at all. The Fantasy TGE has been the most anticipated airdrop of Summer 2024. As we are currently in Winter 2025, it is fair to say that it is now one of the least anticipated airdrops, and many doubt it will even happen (mental damage caused by Stars and ELO). This doubt in $FAN plus the fact that EVERY WEEK the number of FAN points in circulation increases, has lowered the expected value of FAN points. People were willing to not make much money on a weekly basis as they were still racking up FAN point which would eventually pay itself back at a TGE, but it's now been almost two years of inflation of points, causing billions of points to have been amassed. With FAN points not factoring in on ROI anymore, FAN as a reason to re-invest your winnings into new cards or to keep good card pulls has diminished. But this is not a lost cause. My proposed solution to this is a three-stepped approach: 1. Snapshot current FAN holdings and reset the count 2. Announce a Season 2 3. Design allocation mechanics for a potential TGE where if you only play Season 1, you get a lower multiplier. The fewer tournaments played, the lower the multiplier. Play both seasons, higher multiplier This not only DIRECTLY confirms that a TGE will still happen and putting some hope/belief back into the system, it also entices people who cashed out along the way to come back for round 2. We do need a set time limit for Season 2 (3 -5 months imo but open for debate), and a fully designed TGE plan, but we still have half a year to figure this out. You can even soft-lock part of the allocation (frame it as BONUS TOKENS) behind having to play more tournaments to unlock the tokens, ensuring not a complete standstill after TGE. This puts value back in to the FAN points we earn every week, solving part one of the rewards. -------------- FRAGMENTS -------------- It is no secret that with current market conditions, fragments just are not worth playing for. The current floor price of cards is 0.0013 ETH, or $5. You can buy 50 fragments for one floor card, which gives us a value of $0.10 per fragment (which is an optimistic price, since burning floors for fragments is about ~75% EV, so $0.075 per fragment is likely more realistic). Getting first place in Elite will give you 2500 fragments, which you can expect to get $188 for if you spend it on Jade Packs. Winning elite is not a good benchmark to look at fragments, as the money you have to spend to win ($75,000-100,000 at least) means you will never make anything significant back through fragments. Bronze is a better example: Placing in the top 10% of bronze will get you roughly top 1000 - this will give you 50 fragments, or $5. There are no ETH rewards here, and nobody really looks at the $FAN anymore. So this is just not enticing at all, considering you need to beat 90% of all decks to win $5, so you must have competitive cards. Currently, Fragments are being used as a "free" rewards mechanism for devs. They can slap a fragment reward on anything at zero cost of their own. The burn leaderboard does nothing. Nobody is burning more cards due to the burn leaderboard, but we are refunding 100,000 fragments. We are giving Fragments to Arena players, Arena heroes, grants, and while I am thankful for it and recieve fragments in these ways myself, it is clear to everyone involved that too many fragments are being printed right now. Solution - Lower fragment output by ~15%, compensate with ETH This is a tough pill to swallow and easy to shout from the sidelines, but we need to turn this boat around somehow. Remove reverse for all I care, or at least get more creative with it. ----------------- ETH REWARDS ----------------- The start of the market downturn was the huge 40% rewards nerf we saw in April of 2025, combined with a bye week. Luckily for us the bye week didn't last more than, well, a week. But the rewards nerf in ETH is still very tangible. Less ETH rewards directly means less funds available for people to re-invest into the game. I get the need for a sustainable runway, but once FAN has monetary value, we are less reliant on those ETH reserves and it is alright to blast through them at a slightly more rapid pace than we are currently doing if it brings back players, excitement, and hope to the game. Nobody knows how long this "bull" market will last. All I know is, with FAN points and Fragments already at a low point, if ETH would suddenly be <$2500 again, there is a serious lack of incentive to play core at all. And that is coming from someone who dedicated his entire online persona to this game. Solution: increase ETH rewards by 15% to compensate for the Fragment reduction ----------------- OTHER ISSUES ----------------- One of the things that I miss a lot in Fantasy is sneak-peeks, updates on what is being worked on, and what is in the pipeline. There has always been an inherent lack of transparency and communication that makes it very hard to look forward to what's coming next. We simply don't know what you are building on. Communicate MORE. I want updates on bugfixes, changelogs, get people talking about the game again on the timeline! Secondly, there is inherent sluggishness in development. I feel like since Clout was introduced and now Arena is a priority too, the updates that Core is getting are few and far between. Core needs some love, and the 6-week season means that the game is stagnant for 6-weeks at a time. Experiment more! More star changes, experiment with reverse (rotating gamemodes like closest to 2500 points wins). There is so much to explore that I feel could be a smash hit. ------- HOPE ------- I would not be speakin honestly if I didn't shine some light on the reason why we are all still here. The game fuckin slaps. Predicting virality and strategizing around the content you read every single day regardless, is insanely fun and addictive. I love Arena, I love that anyone can be a hero and I love seeing my friends in my draft picks. That just puts a smile on my face every single time. The partnerships are PHENOMENAL. We have partnered with @monad (thanks @intern & @sherlock_hodles), with MANY NFT projects along the way, and now @ParallelAiRev got us the @ParallelTCG partnership. This avenue is definitely one of the bright lights of Fantasy, as every hero has their own benefit and contacts within the industry, which means the team has those contacts indirectly as well. A lot of potential here. The community surrounding the game is insanely talented. We have @Khallid4397 and @thecarpenter creating content weekly, we have @0xthemolt, @boredsharky, @web3tool and MANY MANY other talented devs create third party websites and tools to use (findable on fantard.io/ fantasy hub!) Fantasy literally made my Web3 presence in what it is today. I will be eternally thankful for this experience no matter where we end up. If Fantasy has a million Fantardio's, I am one of them. If Fantasy has a thousand Fantardio's, I am one of them. If Fantasy has one Fantardio, I am him. If Fantasy has no Fantardio's left, I am dead. /fantardio