(4)
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đ Revenue Surge Is Already Happening (2)(4)(5)(6)
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Here's the stat line straight from the July deck:
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2023 Revenue: $50M
2024E: $95M
2025E:
$100Mâ105M
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Thatâs a 40â50% YoY climb outside of FaZe, fueled by brand integrations, creator IP, and demand for authentic youth engagement. Theyâre scaling without the drag of low-margin service bloat.
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And look at the mix:
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- Custom content and branded activations
- Merchandising and experiential
- SaaS-like data from Sideqik and Stream Hatchet
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This is a platform business â not a
one-trick media pony.
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đ But Here's Where It Gets WildâŠÂ (5)(6)(7)
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Last week, GameSquare didnât just make headlines. It made history.
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They announced the acquisition of one of the rarest NFTs in existence: the Cowboy Ape Cryp.to.Punk (#5577), directly from Compound founder Robert Leshner â and paid for it with $5.15M worth of
GAME.
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Why does that matter?
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Because it wasnât just a flex. It was a foundational asset in their treasury strategy targeting 6â10% annualized stablecoin yield.
And Leshner? Heâs now a shareholder â plus GameSquareâs working with Superstate to explore tokenizing shares using the new Opening Bell platform.
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Let that sink in:
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đŠ A
Nasdaq-listed media company just brought one of DeFiâs biggest names onto its cap table⊠and plugged into the Ethereum ecosystem with $52M in onchain holdings.
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Not theory. Not testnet. Deployed capital. đ€©
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đ Whatâs Really Happening: Onchain Yield Engine Is Go (2)(5)(6)(7)
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GameSquareâs treasury play isnât a passive ETH wallet. Itâs a
fully built machine running on Dialecticâs Medici platform, designed to potentially generate 8â14% yields using automated optimization and multi-layered risk protocols.
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Thatâs already 3xâ4x current ETH staking benchmarks. And itâs just the start.
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Their NFT yield strategy is led by Ryan Zurrerâs 1OF1 AG and combines cultural capital (like Cryp.to.Punks) with real monetization. These arenât static JPGs â
theyâre yield-bearing digital assets with licensing, marketing, and branding power.
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They also just dropped $10M to buy another 2,742 ETH.
That brings total ETH holdings to over 12,900 ETH under a $250M authorization.
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Youâre not supposed to see this kind of balance sheet discipline inside a creator platform â but here it is.
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đ Why Itâs All
Converging Now (2)(5)(6)(7)
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Look at the timing:
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- FaZe Media was spun off in April to sharpen focus on higher-margin units
- They just secured global branding roles with 100 Thieves and the Esports World Cup
- Web3 strategy is no longer theoretical â itâs fully active and bringing in high-profile equity partners
- Sideqik and Stream Hatchet
are quietly becoming must-haves for digital advertisers in gaming
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All of this⊠while trading at a $30M market cap with $52M+ in Ethereum and the most culturally iconic NFT in history?
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Thatâs not a typo. Thatâs a narrative disconnect the market wonât ignore for long.
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