According to @0xferg, last week’s outputs included a title reaching no. 1 on the Google Play store, the first NFT presale launched for a billion-dollar web2 studio, and a new game scaling to 18 million players with $1.5 million in monthly recurring revenue, source: @0xferg. For traders, these reported user-acquisition and monetization metrics are key datapoints for tracking the Immutable (IMX) gaming/NFT funnel; monitor IMX liquidity, NFT mint/sales volumes, and mobile DAU/MRR trend durability for confirmation, source: @0xferg.

According to @0xferg, Immutable signed 267 well-funded games over the last year, indicating a substantial pipeline in the Immutable (IMX) gaming ecosystem. Source: @0xferg on X, Sep 17, 2025. He also reported launching a multibillion-dollar Web2 studio's first NFTs on Immutable infrastructure. Source: @0xferg on X, Sep 17, 2025. He added that Immutable Passport user accounts grew from 0 to 5.8 million sign-ups, underscoring rapid onboarding in the network. Source: @0xferg on X, Sep 17, 2025. Immutable provides gaming and NFT infrastructure with IMX as its native token, making these adoption metrics directly relevant to ecosystem activity tracking. Source: Immutable official site and documentation.

According to @0xferg, the key Web3 gaming narrative is shifting in direct talks with Web2 businesses toward reward-based user acquisition that aligns player and studio incentives and can grow audiences faster at lower cost, reducing friction versus traditional crypto messaging (source: @0xferg). He reports his team spoke with 50+ Web2 game teams at Gamescom within 72 hours, noting many who avoided “crypto” discussions previously are now eager to explore “rewards” (source: @0xferg). He adds the future of Web3 is becoming studio-centric and that when studios win, they bring their users, reframing adoption drivers around publisher economics (source: @0xferg). For traders, this underscores monitoring reward-driven integrations and Web2 partnership pipelines in Web3 gaming as adoption catalysts tied to this studio-first narrative shift (source: @0xferg).

According to @0xferg, Immutable plans to onboard a number of web2 games into crypto that is 10x the total existing web3 games, indicating a major expansion in its onboarding pipeline (source: @0xferg, X, Sep 12, 2025). @0xferg also stated that prior measurements of Immutable's speed will be redundant, signaling a targeted acceleration in onboarding processes, though no timelines, partner lists, or specific counts were disclosed in the post (source: @0xferg, X, Sep 12, 2025). For traders, this is an intent signal rather than a quantifiable catalyst, as the post does not provide verifiable deployment data or integration milestones needed to gauge near-term market impact (source: @0xferg, X, Sep 12, 2025).

According to @0xferg, Solo Leveling has been onboarded to Netmarble's NPC M creator program. According to @0xferg, Immutable creators can now earn MBX tokens for posting about Netmarble games. According to @0xferg, the initiative covers some of the biggest Netmarble franchises globally. According to @0xferg, the post frames this as a win for creators on Immutable, while no additional details on reward rates, eligibility, or timelines were disclosed.

According to @0xferg, Ubisoft is offering web3 rewards and a pro-crypto piece of legislation is coming that could make such integrations normal rather than exceptions, source: @0xferg on X, Sep 11, 2025. For traders, this flags mainstream web3 gaming adoption and improving regulatory clarity as key themes to watch, and they should monitor official Ubisoft announcements and legislative progress as potential catalysts for liquidity and volume across web3 gaming assets, source: @0xferg.

According to @0xferg on X Sep 10, 2025, the Korean gaming market generated 18.3 billion dollars last year, with more than half from mobile. Source: @0xferg on X Sep 10, 2025. The same source reports that a game built on Immutable is currently ranked No. 1 on the Korea Google Play store. Source: @0xferg on X Sep 10, 2025. For trading, monitor IMX spot price, derivatives open interest, and Korean exchange volumes as this top-ranking on-chain game may act as a near-term catalyst in a large mobile-first market. Source: @0xferg on X Sep 10, 2025.

According to @0xferg, Immutable signed a game with over 18 million players that is earning more than $1.5 million per month in revenue, source: @0xferg on X, Sep 9, 2025. He added that Immutable is a magnet for the best games in web3, source: @0xferg on X, Sep 9, 2025. The post did not disclose the game's name, deal terms, or integration timeline, source: @0xferg on X, Sep 9, 2025.

According to @0xferg, Slime Miner is joining Immutable and is described as having 18+ million players and generating over $1.5 million in monthly revenue; source: @0xferg on X, Sep 9, 2025. For trading, the announcement places focus on IMX market activity and GameFi-related flows within the Immutable ecosystem given the reported user scale and revenue; source: @0xferg. Traders can monitor IMX spot and perpetual volumes, liquidity shifts, and engagement metrics on Immutable marketplaces around this onboarding; source: @0xferg. All figures are as stated in the announcement and have not been independently verified; source: @0xferg.

According to Robbie Ferguson, Immutable has signed 500 games to Immutable Play within one year of launch, representing over 70% of all games in web3, which he disclosed in a post on X on Sep 8, 2025, source: Robbie Ferguson on X, Sep 8, 2025. According to Robbie Ferguson, he compared this pace to Steam’s early growth, noting Steam took five years to reach 500 titles and that milestone equated to under 3% of all PC games at the time, source: Robbie Ferguson on X, Sep 8, 2025. According to Robbie Ferguson, the update references signed titles rather than live launches and does not include token, revenue, or release timeline data, making it a pipeline scale metric that traders can track for the Immutable ecosystem, source: Robbie Ferguson on X, Sep 8, 2025.

According to @0xferg, web3 gaming has captured only 0.2% of its total addressable market, underscoring limited current penetration and an early growth phase for the sector (source: @0xferg on X). According to @0xferg, Immutable Play only launched at the start of last year, indicating the product cycle is still nascent and that ecosystem activity is in the early innings (source: @0xferg on X). According to @0xferg, this early-stage positioning means the market has "barely started," framing a narrative that traders can monitor for potential catalysts tied to Immutable’s gaming releases and broader GameFi flows, including attention to IMX and related infrastructure exposure (source: @0xferg on X).

According to @0xferg, Immutable’s ecosystem expanded from 6 games in 2021 to 680+ games in 2025, and user figures progressed from 450k Gods Unchained players in 2021 to 5.6 million registered accounts on Immutable Play in 2025, according to @0xferg. According to @0xferg, the company is now onboarding some of the biggest game studios globally, underscoring a shift from being dismissed by web2 in 2021 to mainstream partnerships in 2025.

According to @0xferg, a multi-billion-dollar Web2 studio sold its first NFTs on Immutable, marking the studio’s initial NFT sale on the Immutable platform, source: @0xferg. The announcement does not disclose the studio name, collection details, sale size, or marketplace, limiting immediate verification for traders, source: @0xferg. Until more details are released, traders seeking confirmation can monitor official Immutable updates for specifics on the sale and related metrics, source: @0xferg.

According to @0xferg, Immutable is advancing a custom-built funnel developed since the start of last year that includes Immutable Play, Immutable Passport, and Immutable zkEVM to bring the next billion gamers to Web3; source: @0xferg on X, Aug 25, 2025. For traders tracking the Immutable ecosystem, the post explicitly highlights Play, Passport, and zkEVM as the core stack for gamer onboarding, indicating where product efforts are concentrated within the network; source: @0xferg on X, Aug 25, 2025.

According to @0xferg, over 2.6 million IMX has been rewarded to players in partnership with the IMX Ecosystem Foundation, announced on Aug 25, 2025. Source: @0xferg on X, Aug 25, 2025. This confirms an IMX token distribution event exceeding 2.6 million tokens to ecosystem participants, offering a concrete data point for traders tracking incentive-driven supply flows. Source: @0xferg on X, Aug 25, 2025. Traders can reference the disclosed distribution size and timing when monitoring IMX token movements and liquidity conditions after the rewards. Source: @0xferg on X, Aug 25, 2025.

According to @0xferg, Immutable reached 500 games 5x faster than Steam, scaled to 5 million wallets 3x faster than Trust Wallet, and distributed more rewards to gamers than any platform in history, highlighting ecosystem adoption milestones relevant to trading analysis. Source: @0xferg on X, Aug 24, 2025. The post does not mention any specific token or price impact, limiting trading takeaways to user, wallet, and reward growth metrics within the Immutable ecosystem. Source: @0xferg on X, Aug 24, 2025.

According to @0xferg, Immutable signed its latest 100 games in 103 days this year after taking six years to sign the first 100, highlighting a sharp acceleration in developer onboarding. Source: Robbie Ferguson on X, Aug 22, 2025. According to @0xferg, Play sign-ups expanded from 0 last year to 5.56 million, setting a new scale benchmark for the Immutable ecosystem. Source: Robbie Ferguson on X, Aug 22, 2025. According to @0xferg, these developer and user growth metrics provide concrete adoption data that traders track when assessing IMX liquidity, volume, and potential market participation. Source: Robbie Ferguson on X, Aug 22, 2025. IMX is the native token of the Immutable ecosystem, making game and user growth operationally relevant for token utility assessments in trading workflows. Source: Immutable official documentation.

According to @0xferg, the ideal Web3 gaming UX should abstract the chain, be gas-free for players, enable social logins, deliver a fun reward loop, and ship with dozens of live games (source: @0xferg on X, Aug 20, 2025). The post is not a product announcement or roadmap; it serves as a clear feature checklist for evaluating gamer-ready Web3 titles and supporting infrastructure (source: @0xferg on X, Aug 20, 2025). For trading, prioritize GameFi and infrastructure teams that publicly commit to chain abstraction, gas sponsorship, seamless social onboarding, and live content pipelines consistent with this checklist when assessing adoption potential and narrative alignment (source: @0xferg on X, Aug 20, 2025).

According to @0xferg, Immutable saw rapid growth over the last 12 months and now expects even faster, 'violent' acceleration as Web2 onboarding opens, signaling a strong growth outlook relevant for traders monitoring Immutable ecosystem activity; source: https://twitter.com/0xferg/status/1956129203335913822

According to @0xferg, gaming is at roughly 1% of its potential and web3 gaming even less, highlighting early-stage adoption for on-chain titles (source: X post by Robbie Ferguson on Aug 14, 2025). Immutable has announced mainnet availability for Immutable zkEVM in 2024 to scale game deployments and on-chain transactions across its ecosystem (source: Immutable official announcements). IMX is used for staking and ecosystem incentives under Immutable’s tokenomics, with protocol fee capture tied to ecosystem activity, linking network usage to token utility (source: Immutable documentation). Key near-term trading catalysts include launches and updates from titles building on Immutable such as Guild of Guardians and Illuvium, plus changes in daily active addresses and transactions on Immutable zkEVM (source: Guild of Guardians official channels; Illuvium official channels; Immutable Explorer). Traders can monitor on-chain activity and game release calendars to assess liquidity and volatility around ecosystem events using the Immutable block explorer and community analytics dashboards (source: Immutable Explorer; Dune Analytics).