Targeting gaming-optimized Layer-2 solutions as Ethereum’s gas volatility and TON’s user growth drive infrastructure demand. Strategic allocation balances established platforms with emerging tech stacks offering sub-100ms finality and AAA game pipelines.
With Web3 gaming projected to process 23B daily transactions by 2025, specialized Layer-2 networks are becoming critical infrastructure. This strategy leverages Ethereum’s scalability challenges and gaming-specific chain growth through protocols offering sub-100ms finality and developer traction – the backbone of play-to-earn economies.
Article
- Context
Ethereum gas fees surged 300% YTD during NFT mints while TON’s gaming vertical grew to 8.2M active wallets. DappRadar forecasts suggest Web3 gaming will require transaction capacity exceeding current L1 capabilities by Q3 2025.
- Strategy Explanation
Focus on gaming-optimized L2s mirroring AWS’ cloud dominance – chains with native asset abstraction and ZK-proofs for microtransactions. These protocols capture value from both developer tools and transaction flow.
- Token targets
Core: IMX (40%), MANTA (20%). Satellite: Arbitrum Orbit chains (30%), ILV/GALA (10%). Prioritize networks with >5 AAA titles and automated royalty enforcement.
- Expected returns & risks
3-5x ROI potential by 2026 vs 1.8x broad market. Key risk: ZK-proof hardware bottlenecks delaying TPS upgrades. Mitigate through multi-tech stack exposure (ZK-Rollup + Validium).
- Exit signals
Trigger profit-taking if Ethereum achieves persistent <$0.01 gas fees or gaming DApp growth slows below 15% q/q for consecutive quarters.
