(4)
Ā
š Revenue Surge Is Already HappeningĀ (2)(4)(5)(6)
Ā
Here's the stat line straight from the July deck:
Ā
2023 Revenue: $50M
2024E: $95M
2025E:
$100Mā105M
Ā
Thatās aĀ 40ā50% YoY climb outside of FaZe, fueled by brand integrations, creator IP, and demand for authentic youth engagement. Theyāre scaling without the drag of low-margin service bloat.
Ā
And look at the mix:
Ā
- Custom content and branded activations
- Merchandising and experiential
- SaaS-like data from Sideqik and Stream Hatchet
Ā
This is a platform business ā not a
one-trick media pony.
Ā
š But Here's Where It Gets Wildā¦Ā (5)(6)(7)
Ā
Last week, GameSquare didnāt just make headlines. It madeĀ history.
Ā
They announced the acquisition of one of the rarest NFTs in existence: theĀ Cowboy Ape Cryp.to.Punk (#5577), directly from Compound founder Robert Leshner ā and paid for it with $5.15M worth of
GAME.
Ā
Why does that matter?
Ā
Because it wasnāt just a flex. It was aĀ foundational asset in their treasury strategy targetingĀ 6ā10% annualized stablecoin yield.
And Leshner? Heās now a shareholder ā plus GameSquareās working with Superstate to explore tokenizing shares using the newĀ Opening Bell platform.
Ā
Let that sink in:
Ā
š¦ A
Nasdaq-listed media company just brought one of DeFiās biggest names onto its cap table⦠and plugged into the Ethereum ecosystem with $52M in onchain holdings.
Ā
Not theory. Not testnet.Ā Deployed capital. š¤©
Ā
š Whatās Really Happening: Onchain Yield Engine Is GoĀ (2)(5)(6)(7)
Ā
GameSquareās treasury play isnāt a passive ETH wallet. Itās a
fully built machine running on DialecticāsĀ Medici platform, designed to potentially generateĀ 8ā14% yields using automated optimization and multi-layered risk protocols.
Ā
Thatās alreadyĀ 3xā4x current ETH staking benchmarks. And itās just the start.
Ā
Their NFT yield strategy is led by Ryan Zurrerās 1OF1 AG and combines cultural capital (like Cryp.to.Punks) with real monetization. These arenāt static JPGs ā
theyāre yield-bearing digital assets with licensing, marketing, and branding power.
Ā
They also just dropped $10M to buy another 2,742 ETH.
That brings total ETH holdings to overĀ 12,900 ETH under a $250M authorization.
Ā
Youāre not supposed to see this kind of balance sheet discipline inside a creator platform ā but here it is.
Ā
š Why Itās All
ConvergingĀ NowĀ (2)(5)(6)(7)
Ā
Look at the timing:
Ā
- 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 ā itās fully active and bringing in high-profile equity partners
- Sideqik and Stream Hatchet
are quietly becomingĀ must-haves for digital advertisers in gaming
Ā
All of this⦠while trading at a $30M market cap with $52M+ in Ethereum and the most culturally iconic NFT in history?
Ā
Thatās not a typo. Thatās a narrative disconnect the market wonāt ignore for long.
Ā