According to @0xferg, the entire crypto gaming industry has about 7 million users (source: @0xferg). Ubisoft has 200 million users (source: @0xferg). Ubisoft will launch a game on Immutable next year (source: @0xferg). The stated 200M vs 7M figures imply roughly a 29x audience differential, quantifying the potential onboarding scale to Immutable’s ecosystem for IMX-focused traders to monitor, derived from the figures cited by @0xferg (source: @0xferg).

According to @0xferg, the view that 100% of unique assets will trade as NFTs signals Immutable’s strategy to scale NFT markets and its zkEVM and IMX-centric infrastructure focus, source: Robbie Ferguson on X. Immutable and Polygon Labs opened Immutable zkEVM mainnet access in 2024 to reduce costs and increase throughput for game and NFT transactions, a core catalyst traders should track for network usage, source: Immutable official blog. Ethereum’s Dencun upgrade in March 2024 lowered L2 data costs via blobs, materially reducing average fees for NFT mints and trades on L2s and improving marketplace unit economics, source: Ethereum Foundation. Institutional tokenization advanced with BlackRock’s USD Institutional Digital Liquidity Fund BUIDL launching on Ethereum in 2024, reinforcing the on-chain asset thesis that can support liquidity rails used by NFTs, source: BlackRock. For trading, monitor IMX around major game catalysts such as the 2024 Guild of Guardians launch and track NFT marketplace volumes and unique buyers across Ethereum and L2s as demand proxies, source: Guild of Guardians; DappRadar Industry Report. Risk management should incorporate regulatory precedent from the SEC’s 2023 Impact Theory NFT settlement when sizing exposure to NFT-linked tokens and collections, source: U.S. Securities and Exchange Commission.

According to @0xferg, a US court decision in the Epic Games case in April made external crypto payments on the App Store viable by removing the 30% fee barrier, enabling web3 games to reach 650M+ users, source: @0xferg on X (Nov 10, 2025). According to @0xferg, Immutable has since taken three web3 games to No.1 on mobile stores, indicating accelerating mobile distribution for on-chain titles, source: @0xferg on X (Nov 10, 2025). According to @0xferg, traders may monitor IMX for potential liquidity shifts tied to improved mobile monetization and lower payment friction in web3 gaming, source: @0xferg on X (Nov 10, 2025).