Castaways_Branch.gg

Dayton Mills and his team used to build Minecraft servers with millions of players. In 2022 they raised a $12.5M seed round led by Dragonfly and Polychain for a new gaming studio: branch.gg.

They built Castaways, a fun island survival/crafting mobile game that attracted big interest from players and from the crypto community. 

They dropped several free mint nft collections to players:

• ◆Rafts, Gen 1 Islands, Gen 2 Islands, Genesis Characters

Rafts were selling for +10ETH for several months and full sets were going for +50ETH. The team has skin in the game and belief in what they do. On October 2022 they actually swept a bunch of rafts for 100ETH.

The goal was to rally web2 and web3 players on the same game. Nft holders would get a slice of the in game royalties. 

Well, It did not age well and the nfts are going to zero for a few reasons:

• ◆NFT royalties debacle
• ◆They removed the game from the app store
• ◆High servers costs
• ◆The web2/web3 approach failed

You might think it’s over for Dayton Mills, his team, and the NFT holders, but this is exactly when you should start paying attention.

Have you seen what Arthur from Defiance Capital says about Dayton Mills? Do you believe it’s the end for branch.gg?

For Venture Capital Investors: You might want to check out what this Discord game is all about before they close their Series A.

They are launching two games, and here is a preview of their upcoming Web3 game:

They are leveraging the recent Discord SDK release to relaunch one of their old Web2 games, and it will look like this:

Apart from the two separate games, they also plan to release a token. Dayton shared more about this on the Raft holders Twitter group.

He is inspired by what PirateNation/ProofOfPlay (PoP) is doing and that’s good because PoP is the way. 

• ◆About $PIRATE (PoP):

The token generation event in June was a success, with 47% ($85M) airdropped to players and Founder's Pirate holders, who were incentivized to hold and immediately stake for Proof of Play (PoP) points. Currently, 125 million PIRATE tokens are staked (57% of the circulating supply), with earlier staking providing a higher farming multiplier.

As a result I’m excited to see the release of their two games and how Dayton will structure the launch of their tokens. 

Let’s do a quick analysis: 

• ◆Rafts (100 | 0.55ETH)
• ◆Gen 1 Islands (100 with port | 0.55ETH), (400 without port | 0.08ETH)
• ◆Gen 2 Islands (500 | 0.08ETH)
• ◆Genesis Characters (1000 | 0.05)
• ◆Estimated total market cap: $500,000

In comparison, Pirate Nation NFT collection is sitting at $25M.

I believe Castaways NFT is a very interesting play as they release their two games and nail good token incentives in the coming months. Token airdrops for players and NFT holders has always been the plan. No one is talking about it on Twitter. They are finalizing a Series A. Maybe it’s time to believe in something.