Crypto Scenario Insights
What happened
Tokenized Pokémon card sales have experienced a tenfold volume increase over the past year, driven by gamified 'gacha' mechanics on Solana.
What we think
The most likely outcome is a regulatory or liquidity-driven plateau of the tokenized TCG market (50% probability), as the current $230M monthly volume is heavily reliant on gamified gacha mechanics that border on unlicen…
Read the analysis
Tokenized collectibles surge on Solana — but is TCG gacha a sustainable liquidity driver?
We explain what happened and what could follow. We do not forecast prices.