Notes
日本Web3 Gaming @TOKYOBEAST_EN
看到大华老师@0xdahua一直在关注这个项目,早期参与收益应该不错
项目介绍
TOKYO BEAST 是 Crypto Entertainment IP Project 推出的第一款游戏大作.(把加密资产和娱乐体验融合得很自然)
顶级日本团队创作,大资金投入;
代币是 $TGT ,作为整个生态核心;
想做Web2+Web3融合的创新型IP。(链游)
简单说一下怎么参与:
BASE系统(Web3)
→ 质押TGT拿NFT、养成、繁殖、参与预测,赚取更多 $TGT 。
TRIALS系统(Web2)
→ 免费扭蛋获得副本角色,打比赛、拿排名、赢奖励,还能回馈TGT生态。
两边相互联动,既吸引链上玩家,也欢迎传统玩家加入。
特别亮点→
NFT不是靠炒稀有度!而是真正靠「战斗表现」来赋能价值。
近期可参与活动:
预注册活动:https://t.co/PCBr1cMeZu
200人预选赛正在进行中(进场越早越好)。
NFT和 $TGT 代币发售马上开始,初步消息是NFT初始量大概1000个左右。
建议早期参与,未来成长空间很不错
还有一个创作者活动:
感兴趣可以申请下TOKYO BEAST的创作者计划
https://t.co/p6GxNHZqkw
总结:
如果你对Web3 Gaming感兴趣,或者喜欢日本出品的链游大作,那么一定要参与@TOKYOBEAST_EN
大厂出品的游戏,不管是整体投资还是运营模式都是不是小游戏可比(参考 #BIGTIME)
日本Web3 Gaming:『@TOKYOBEAST_EN 』
跟东京野兽快2年了 海外热度一直很高 华语区大多数玩家都只是知道这款游戏,并没有实际参与进来 但伴随着接下来一系列的大动作 今天和大家好好介绍该款游戏🧵
1⃣「@TOKYOBEAST_G_EN」的介绍:
TOKYO BEAST 是 Crypto Entertainment IP Project 的首个作品,融合 加密资产与娱乐体验,采用双系统——“BASE”和“TRIALS”,并依托 AAA 级娱乐平台代币 $TGT (TOKYO GAMES TOKEN) 提供创新娱乐体验。该项目由日本顶级开发团队打造,投入了前所未有的预算和资源,致力于构建一个 Web3+Web2 融合的全新生态。
2⃣关于双系统“BASE”和“TRIALS”:
TOKYO BEAST 是一个融合 Web3 与 Web2 体验的双系统游戏生态,通过 BASE 和 TRIALS 两大核心机制与 NFT PROXY 模型,实现 NFT 价值赋能与大规模用户参与的目标。
💠BASE系统(Web3 侧):
核心目标:提升 BEAST NFT 的价值。
用户行为:
质押 $TGT 获取 BEAST RAWDISK NFT;
质押 NFT 赚取奖励;
在实验室调整/繁殖 BEAST NFT;
使用 LUCKY CHIP 参与预测游戏。
奖励机制:用户通过以上行为获得 TGT,激励生成更强力的 NFT,推动 NFT 增值。
💠TRIALS系统(Web2 侧):
核心目标:吸引传统玩家参与,通过战斗和竞赛消耗游戏货币。
用户行为:
通过扭蛋获取 PROXY BEAST(BEAST NFT 的副本);
参与战斗排名争夺高额奖励;
使用 TRIALS CHIP 参与预测游戏。
奖励机制:玩家通过战斗获得 BEAST RAWDISK NFT 抽奖机会和 TGT,部分游戏收入用于回购 TGT,推动其价值增长。
💠NFT PROXY 模型:
BEAST NFT 与 PROXY BEAST 的关系
BEAST NFT:通过 BASE 系统铸造或繁殖获得,代表所有权,其价值由 PROXY BEAST 的战斗表现支撑。
PROXY BEAST:副本形式的游戏角色,供 TRIALS 玩家免费使用,降低 Web2 用户门槛。
价值保障机制
摒弃传统 NFT 依赖稀有度的虚高估值,通过实际游戏活跃度(战斗结果)赋予价值。
限制 BEAST NFT 增发,避免供应过剩导致价值稀释,同时吸引大量 Web2 用户参与。
3⃣玩法——XENO-karate比赛
在这个比赛中,玩家需要带领多个“BEAST”参与竞技,每场比赛都充满策略。你需要根据自己的战术来选择和组合不同的角色,制定最优的战斗方案。在战斗中,你不仅能赢得奖励,还能提升自己在游戏中的地位,最终成为全球玩家中的“英雄”。
然后说到 $TGT 代币,这个代币的设计真的是不只局限于交易,感觉它的功能非常全面,几乎渗透在整个生态中。你不仅可以用它参与投票,影响平台的治理决策,还能用它来质押,获得各种游戏内的物品和道具。这种多重功能的代币让我感觉更有参与感,也能让游戏经济变得更稳定
4⃣近期大动作:
1.预注册活动:https://t.co/V6nOixU5bq
2.正在举办CBT的预选赛(200人)
3.NFT和代币发售计划 NFT尚未发售,将与TGT代币一同推出,可能作为质押奖励或游戏内成就解锁。初始野兽NFT供应量约为1000个(可能会有调整)。持有者可在“Base”中培育和强化野兽。
➤➤➤➤➤➤➤➤➤➤➤➤➤➤➤➤➤➤➤➤
🔚看到最后,请你帮我 ❤️点赞+转发🔄这条推文👆
如果你对这种跨Web3和Web2的融合游戏感兴趣,趁现在市场比较熊正好可以去了解一下!目前社区氛围还挺不错的,等游戏上线了大家一起玩起来!
QUICK MARKET SUMMARY:
CONSUMER:
🔸 Colgate ( $CL): New $5B buyback, dividend to $0.52.
🔸 $NCLH: Upgraded to Equal Weight (Morgan Stanley).
🔸 Lennar ( $LEN): Q1 EPS $2.14 (est. $1.73), rev $7.63B (est. $7.49B); Q2 orders 22.5k-23.5k, deliveries 19.5k-20.5k.
🔸 Nike ( $NKE): Q3 EPS $0.54 (est. $0.28), rev $11.3B (est. $11.03B); guides Q4 rev down mid-teens.
🔸 $NIO: Q4 rev $2.7B (est. $2.79B), EV deliveries up 45%; Q1 guide: 41k-43k vehicles, rev $1.69B-$1.76B (est. $2.48B).
🔸 Torrid ( $CURV): Q4 sales -6.1% y/y; guides Q1 sales $264M-$274M (est. $279M), EBITDA below estimates.
🔸 Target ( $TGT): Files $1B note offering due 2035.
Energy/Industrials/Materials:
🔸 FedEx ( $FDX): Q3 EPS $4.51 (miss), rev $22.2B (beat); cuts FY25 guidance.
🔸 Nucor ( $NUE): Q1 EPS guide $0.50-$0.60 (est. $1.09); sees lower steel product prices.
🔸 Planet Labs ( $PL): Q4 loss -$0.08 (est. -$0.02), rev $61.6M; Q1 guide below est.
🔸 U.S. Steel ( $X): Q1 EBITDA $125M (in line), EPS loss guided larger than est.
🔸 BP ( $BP): Elliott pushes for cost cuts, possible board changes (Reuters).
Healthcare:
🔸 Assembly Bio ( $ASMB): Files $250M mixed shelf.
🔸 Editas ( $EDIT): CFO stepping down.
🔸 Foghorn ( $FHTX): Files $100M shelf.
🔸 J&J ( $JNJ): Plans $55B investment in U.S. manufacturing/research.
🔸 Maravai ( $MRVI): Guides Q1 rev $43M-$45M (est. $63M).
🔸 Vor Bio ( $VOR): Files $350M shelf.
Tech/Media/Telecom:
🔸 Micron ( $MU): Q2 EPS $1.56 (beat), rev $8.05B; Q3 guide above est.
🔸 Luminar ( $LAZR): Sees slower Q1, FY25 rev growth 10%-20%.
🔸 Quantum ( $QUBT): Q4 loss -$0.47 (miss), rev $62k; chip foundry launch in 2025.
🔸 Super Micro ( $SMCI): Upgraded to Neutral (JPM), price target raised to $45.
$ROKU - Needham expects Roku to be bought at a premium within a year
We expect Roku to be purchased for a large premium within the next 12 months. We believe that there are several categories of potential purchasers including:
Streamers ( $NFLX, etc.)
CTV ad buyers ( $TTD, etc.) Retailers ( $TGT, etc.)
LLMs (large language models) hungry for billions of new data points daily ( $AMZN/AWS,
$MSFT/OpenAI,
$GOOGL/YouTube/Gemini, etc.).
#Downgrades - Nov 26, 2024
• $AAL: UBS Downgrades to Neutral from Buy - PT $16
• $BC: B.Riley Downgrades to Neutral from Buy - PT $88 (from $95)
• $EG: Jefferies Downgrades to Hold from Buy - PT $429 (from $420)
• $GS: HSBC Downgrades to Hold from Buy
• $HUBB: Deutsche Bank Downgrades to Hold from Buy - PT $473 (from $493)
• $LUV: UBS Downgrades to Sell from Buy - PT $27
• $MS: HSBC Downgrades to Hold from Buy
• $SUM: Citi Downgrades to Neutral from Buy - PT $52.50 (from $55)
• $SUM: Longbow Downgrades to Neutral from Buy - PT $52.50
• $SUM: Wolfe Research Downgrades to Peerperform from Outperform
• $SUM: Loop Capital Downgrades to Hold from Buy - PT $52.50 (from $54)
• $SAVA: H.C. Wainwright Downgrades to Neutral from Buy
• $TGT: Daiwa Securities Downgrades to Neutral from Outperform - PT $130 (from $170)
• $FIBK: DA Davidson Upgrades to Buy from Neutral - PT $42
• $GMS: DA Davidson Downgrades to Neutral from Buy - PT $97
$TGT - Citi downgrades Target to Neutral from Buy - PT $130 (from $188)
Target's Q3 results were notably weak, suggesting market share loss to Walmart, especially among higher-income shoppers, according to Citi. This might push Target to increase promotions to boost sales, making FY25 outlook uncertain. Despite the stock price dropping 19% to $126.90 in premarket, Citi sees a more balanced risk/reward.
MORNING RECAP
• Target Corp. ( $TGT): Shares fell after Q3 results missed expectations; EPS $1.85 vs. $2.30 est., sales up 0.9% to $25.23B missing $25.74B est., and operating margin at 4.6% vs. 5.6% est. FY EPS guidance lowered to $8.30-$8.90 from $9-$9.70.
• Azek Company ( $AZEK): Beat Q4 expectations with EPS at $0.29 vs. $0.27 est., adjusted EBITDA $91.8M vs. $88.1M, and sales at $348.22M. FY25 guidance: revenue $1.51B-$1.54B, adjusted EBITDA $400M-$415M.
• Chewy ( $CHWY): Upgraded to 'Buy' by Bank America with price target raised to $40 from $24.
• Delta Air Lines ( $DAL): Projects mid-single digit revenue growth for 2025, with capacity expansion up to 4%.
• La-Z-Boy ( $LZB): Q2 EPS $0.71 vs. $0.64 est., sales up 1.9% to $521M, Q3 guidance provided, dividend raised to $0.22.
• Uber ( $UBER): Launched Uber XXL for airport travel in 60+ airports and new reservation features with flight tracking.
• AeroVironment ( $AVAV): Upgraded to Buy from Hold by Jefferies.
• DT Midstream ( $DTM): Acquires three pipelines from Oneok for $1.2B, spanning 1,300 miles across seven Midwest states.
• Dycom ( $DY): Q3 EPS $2.68 vs. $2.26 est., revenue $1.27B vs. $1.22B est.; anticipates mid- to high single-digit revenue growth in Q4.
• Patrick Industries ( $PATK): Announces a 3-for-2 stock split.
• Powell Industries ( $POWL): Q4 revenue up 32.1% to $275.1M, but missed $284.3M est.; EPS $3.77 vs. $3.55 est.; orders up 56% to $267M, backlog steady at $1.3B, expects strong FY25.
• SolarEdge ( $SEDG): Upgraded to Neutral from Sell by Guggenheim, previous $10 price target dropped.
• Forestar Group ( $FOR): Files for potential sale of up to $300M in common stock.
• JPMorgan ( $JPM): Downgraded to Perform from Outperform by Oppenheimer due to valuation.
• Lemonade ( $LMND): Upgraded to equal weight from underweight by Morgan Stanley post-investor day.
• StoneX Group ( $SNEX): Q4 EPS $2.32 vs $2.05 est., net revenue $454.8M vs $462.98M est.
• XP Inc. ( $XP): Launches a buyback program up to R$1.0B; Q3 EPS as expected at 2.18, revenue slightly below at 4.319B; active clients increased to 4.7M.
• Concentra Group Holdings Inc. ( $CON) will replace Myers Industries Inc. (MYE) in the S&P SmallCap 600 on November 27, following a distribution by Select Medical Holdings Corp. (SEM).
• Pfizer ( $PFE) appointed Chris Boshoff as its R&D chief starting January 1. It also received EC approval for Hympavzi for hemophilia treatment.
• Sangamo Therapeutics ( $SGMO) received FDA clearance for ST-503 human trials, with enrollment planned for mid-2025.
• Varex Imaging ( $VREX) reported Q4 EPS at $0.19, beating the $0.09 estimate, but revenue dropped 10% to $205.7M. Forecasts Q1 revenue between $195M-$215M.
• Viking Therapeutics ( $VKTX) shared positive mid-stage trial results for VK2809, showing significant improvement in liver fibrosis over placebo.
• Comcast Corp. ( $CMCSA) is set to spin off cable channels like MSNBC, CNBC, and USA to reduce exposure to declining viewership and ad revenue, keeping NBC and Peacock, per WSJ.
• Dolby Labs ( $DLB) Q4 EPS $0.81 vs. $0.70 est., revenue slightly below at $305M. Forecasts Q1 revenue $330-360M and FY revenue $1.33-1.39B.
• Flex Ltd ( $FLEX) will replace Azenta Inc. ( $AZTA) in S&P MidCap 400, with Azenta moving to S&P SmallCap 600, effective November 25.
• Keysight Technologies (KEYS) Q4 EPS $1.65 vs. $1.57 est., revenue at $1.287B. Q1 guidance: revenue $1.265-1.285B, EPS $1.65-1.71.
• https://t.co/jK5z8CZLV2 ( $WIX) Q3 EPS $1.62 vs. $1.51 est., revenue $444.67M vs. $457.9M est. Increases FY24 revenue and bookings forecasts.
• ZoomInfo Technologies ( $ZI) Chairman Schuck purchased 492,500 shares at $10.25 each on November 15, transaction worth $5,049,750.
$TGT 2025 F/Y GUIDANCE
🔸 Sees ADJ EPS $8.30 to $8.90, saw $9 to $9.70, EST $9.57
GUIDANCE: Q4
🔸 Sees ADJ EPS $1.85 to $2.45, EST $2.65
RESULTS: Q3
🔸 Comparable sales +0.3% vs. -4.9% y/y, EST +1.48%
🔸 Comp digital sales +10.8%, EST +4.69%
🔸 Sales $25.23B, +0.9% y/y, EST $25.74B
🔸 Gross margin 27.2%, EST 28.7%
🔸 Ebit $1.20B, -11% y/y
🔸 EBITDA $1.95B, -5.5% y/y, EST $2.16B
🔸 Customer transactions +2.4%
🔸 Average transaction amount -2%, EST -1.08%
🔸 Digital sales as share of total sales 18.5%
🔸 Total stores 1,978, EST 1,972
🔸 Operating margin 4.6%, EST 5.63%
🔸 Store comparable sales -1.9%, EST +1.49%
🔸 Stores originated sales 81.5%, EST 82.7%
🔸 ADJ EPS $1.85 vs. $2.10 y/y, EST $2.30
🔸 Operating income $1.17B, -11% y/y, EST $1.46B
Earnings Week Ahead
Tuesday 19th, 2024
• Ticker: $XPENG
• Company: XPeng Inc
• Market Cap: 12.9 billion USD
• EST Time: 05:30 EST
• Expected Quarterly EPS: -0.24 USD
• Expected Quarterly Revenue: 1.37 billion USD
• Expected Full Year EPS: -0.77 USD
• Expected Full Year Revenue: 5.66 billion USD
• Ticker: $LOW
• Company: Lowe's Companies Inc
• Market Cap: 153.4 billion USD
• EST Time: 06:00 EST
• Expected Quarterly EPS: 2.82 USD
• Expected Quarterly Revenue: 19.94 billion USD
• Expected Full Year EPS: 11.82 USD
• Expected Full Year Revenue: 82.99 billion USD
• Ticker: $J
• Company: Jacobs Engineering Group Inc
• Market Cap: 17.5 billion USD
• EST Time: 06:40 EST
• Expected Quarterly EPS: 1.54 USD
• Expected Quarterly Revenue: 2.37 billion USD
• Expected Full Year EPS: 6.98 USD
• Expected Full Year Revenue: 8.24 billion USD
• Ticker: $MDT
• Company: Medtronic PLC
• Market Cap: 110.3 billion USD
• EST Time: 06:45 EST
• Expected Quarterly EPS: 1.25 USD
• Expected Quarterly Revenue: 8.27 billion USD
• Expected Full Year EPS: 5.45 USD
• Expected Full Year Revenue: 33.62 billion USD
• Ticker: $WMT
• Company: Walmart Inc
• Market Cap: 679 billion USD
• EST Time: 07:00 EST
• Expected Quarterly EPS: 0.53 USD
• Expected Quarterly Revenue: 167.72 billion USD
• Expected Full Year EPS: 2.45 USD
• Expected Full Year Revenue: 678.25 billion USD
• Ticker: $KEYS
• Company: Keysight Technologies Inc
• Market Cap: 26.7 billion USD
• EST Time: 16:05 EST
• Expected Quarterly EPS: 1.57 USD
• Expected Quarterly Revenue: 1.20 billion USD
• Expected Full Year EPS: 6.18 USD
• Expected Full Year Revenue: 4.95 billion USD
Wednesday 20th, 2024
• Ticker: $NIO
• Company: Nio Inc
• Market Cap: 9.2 billion USD
• EST Time: 05:30 EST
• Expected Quarterly EPS: -0.30 USD
• Expected Quarterly Revenue: 2.69 billion USD
• Expected Full Year EPS: -1.17 USD
• Expected Full Year Revenue: 10.2 billion USD
• Ticker: $TGT
• Company: Target Corp
• Market Cap: 70.7 billion USD
• EST Time: 06:30 EST
• Expected Quarterly EPS: 2.30 USD
• Expected Quarterly Revenue: 25.9 billion USD
• Expected Full Year EPS: 9.55 USD
• Expected Full Year Revenue: 106.71 billion USD
• Ticker: $TJX
• Company: TJX Companies Inc
• Market Cap: 135.2 billion USD
• EST Time: 07:30 EST
• Expected Quarterly EPS: 1.09 USD
• Expected Quarterly Revenue: 13.95 billion USD
• Expected Full Year EPS: 4.17 USD
• Expected Full Year Revenue: 56.2 billion USD
• Ticker: $PANW
• Company: Palo Alto Networks Inc
• Market Cap: 129.1 billion USD
• EST Time: 16:05 EST
• Expected Quarterly EPS: 1.48 USD
• Expected Quarterly Revenue: 2.12 billion USD
• Expected Full Year EPS: 6.27 USD
• Expected Full Year Revenue: 9.13 billion USD
• Ticker: $NVDA
• Company: NVIDIA Corp
• Market Cap: 360.9 billion USD
• EST Time: 16:20 EST
• Expected Quarterly EPS: 0.75 USD
• Expected Quarterly Revenue: 33.12 billion USD
• Expected Full Year EPS: 2.86 USD
• Expected Full Year Revenue: 126.9 billion USD
• Ticker: $SQM
• Company: Sociedad Quimica y Minera de Chile SA
• Market Cap: 10.6 billion USD
• EST Time: 20:15 EST (previous day)
• Expected Quarterly EPS: 0.66 USD
• Expected Quarterly Revenue: 1.09 billion USD
• Expected Full Year EPS: -0.56 USD
• Expected Full Year Revenue: 4.69 billion USD
Wednesday 21th, 2024
• Ticker: $BIDU
• Company: Baidu Inc
• Market Cap: 29.5 billion USD
• EST Time: 05:00 EST
• Expected Quarterly EPS: 2.43 USD
• Expected Quarterly Revenue: 4.6 billion USD
• Expected Full Year EPS: 10.94 USD
• Expected Full Year Revenue: 18.6 billion USD
• Ticker: $DE
• Company: Deere & Co
• Market Cap: 108 billion USD
• EST Time: 06:30 EST
• Expected Quarterly EPS: 3.89 USD
• Expected Quarterly Revenue: 9.3 billion USD
• Expected Full Year EPS: 24.89 USD
• Expected Full Year Revenue: 45.3 billion USD
• Ticker: $WMG
• Company: Warner Music Group Corp
• Market Cap: 17.3 billion USD
• EST Time: 07:30 EST
• Expected Quarterly EPS: 0.28 USD
• Expected Quarterly Revenue: 1.59 billion USD
• Ticker: $GAP
• Company: Gap Inc
• Market Cap: 8.3 billion USD
• Reporting Time: After Market Close (AMC)
• Expected Quarterly EPS: 0.58 USD
• Expected Quarterly Revenue: 3.81 billion USD
• Expected Full Year EPS: 1.87 USD
• Expected Full Year Revenue: 14.96 billion USD
• Ticker: $ROST
• Company: Ross Stores Inc
• Market Cap: 47.2 billion USD
• EST Time: 16:00 EST
• Expected Quarterly EPS: 1.40 USD
• Expected Quarterly Revenue: 5.17 billion USD
• Expected Full Year EPS: 6.13 USD
• Expected Full Year Revenue: 21.36 billion USD
• Ticker: $NTAP
• Company: NetApp Inc
• Market Cap: 24.2 billion USD
• EST Time: 16:00 EST
• Expected Quarterly EPS: 1.78 USD
• Expected Quarterly Revenue: 1.64 billion USD
• Expected Full Year EPS: 7.10 USD
• Expected Full Year Revenue: 6.6 billion USD
• Ticker: $INTU
• Company: Intuit Inc
• Market Cap: 196.4 billion USD
• EST Time: 16:00 EST
• Expected Quarterly EPS: 2.35 USD
• Expected Quarterly Revenue: 3.14 billion USD
• Expected Full Year EPS: 19.34 USD
• Expected Full Year Revenue: 18.27 billion USD
• Ticker: $CPRT
• Company: Copart Inc
• Market Cap: 55.2 billion USD
• EST Time: 16:30 EST
• Expected Quarterly EPS: 0.37 USD
• Expected Quarterly Revenue: 1.09 billion USD
• Expected Full Year EPS: 1.55 USD
• Expected Full Year Revenue: 4.56 billion USD
• Expected Full Year EPS: 1.08 USD
• Expected Full Year Revenue: 6.4 billion USD

$TGT 2025 F/Y GUIDANCE
🔸Sees ADJ EPS $9 to $9.70, saw $8.60 to $9.60, EST $9.22
GUIDANCE: Q3
🔸Sees ADJ EPS $2.10 to $2.40, EST $2.24
🔸Sees comparable sales 0% to +2%, EST +1.91%
RESULTS: Q2
🔸Comparable sales +2% vs. -5.4% y/y, EST +1.07%
🔸Comp digital sales +8.7% vs. -10.5% y/y, EST +3.2%
🔸Sales $25.02B, +2.6% y/y, EST $24.88B
🔸Gross margin 28.9% vs. 27% y/y, EST 28%
🔸Ebit $1.66B, +36% y/y, - EBITDA $2.40B, +26% y/y, EST $2.06B
🔸Customer transactions +3% vs. -4.8% y/y
🔸Average transaction amount -0.9% vs. -0.7% y/y, EST -1.29%
🔸Digital sales as share of total sales 17.9% vs. 16.9% y/y
🔸Total stores 1,966, +0.6% y/y, EST 1,969
🔸Operating margin 6.4% vs. 4.8% y/y, EST 5.46%
🔸SG&A expense $5.39B, +4% y/y, EST $5.35B
🔸Store comparable sales +0.7% vs. -4.3% y/y, EST +0.67%
🔸Stores originated sales 82.1% vs. 83.1% y/y, EST 82.1%
🔸ADJ EPS $2.57 vs. $1.80 y/y, EST $2.18
🔸Operating income $1.64B, +37% y/y, EST $1.38B