okay hear me out because i know this sub is mostly about finding the next degen play but i accidentally stumbled into something that’s been printing way harder than chasing individual gaming tokens.

So i was getting wrecked trading web3 game tokens because basically every single game token dumps after launch. The pattern is always the same, hype phase pump, launch, initial players, then slow bleed as the game loses users. been through this cycle like 6 times and finally asked myself why i keep doing the same thing expecting different results.

Then someone in a telegram group mentioned that the real play in web3 gaming isn’t the games themselves because 90% will fail just like traditional games. The real play is the infrastructure that every game needs. cz said something similar about how betting on infrastructure is always safer than betting on individual applications.

Started looking at what’s powering these gaming chains under the hood. turns out a lot of the web3 games people are hyped about are running on the same few infrastructure platforms. Chains deployed through caldera for example are handling gaming traffic for multiple studios simultaneously. If even one out of ten games succeeds the infrastructure provider still wins because they’re serving all ten. Paradigm and a16z have both made this exact bet with their portfolio allocations. They invest in game studios sure but their biggest positions by far are in the infrastructure that powers everything.

Am I saying stop degen trading? no lol. but allocating some portion of your portfolio to infrastructure exposure is like buying index funds instead of going all in on individual stocks. The risk adjusted returns are significantly better and you don’t need to pick which specific game or token survives. Not financial advice ofc, i still ape into random stuff on weekends.But the infrastructure allocation has been