$YGG closes the day at 0.0757 with a minus of -3.20%, and I look at these numbers through the prism of what I just learned: from November 19 to 22, YGG gathered more than 5600 participants at the YGG Play Summit 2025 in Manila. The largest event in the project's history. But the price? The price continues a slow, methodical slide down.
And this is where painful cognitive dissonance begins. The team @YieldGuildGames is doing what it should: building an ecosystem, launching a Launchpad, holding summits, educating developers in the Philippines. The project launched yggplay.fun on November 26 as a central hub for the "Casual Degen" community. There is activity, there is movement. But the market votes with its wallet, and its verdict is relentless: minus three percent.
Technically, the picture looks like a slow agony. MA(7) at 0.0758 – we are trading practically on it, without upward momentum. MA(25) at 0.0771 – resistance that is not being overcome. MA(99) at 0.0756 – long-term support hanging by a thread. The hourly chart shows a classic downward trend: lower highs and lower lows. Each bounce meets selling. Every attempt to rise chokes.
Volumes – 10.53 million YGG in 24 hours with a turnover of only 810 thousand USDT. The average transaction price is around 0.077 – slightly above the current price. This means that most of the activity occurred at higher levels, and there are simply no buyers willing to support the price.
I think about the paradox that illustrates the entire web3 gaming space right now. YGG is doing everything right from a business-building perspective: their game LOL Land attracted over 630 thousand users a month, they launched YGG Play Launchpad where you can find your favorite web3 games, complete quests, and gain access to new gaming tokens. The functionality works. There are users. In October, they launched Playpad, which generated $5.6 million in revenue over five months through LOL Land.
But the token is falling. Because the market is not looking at current metrics of activity, but at future growth potential. And it sees an unanswered question: can a gaming guild scale in a world where play-to-earn is dead? Is the transformation into a game publisher a rebranding or a real evolution?
#YGGPlay tries to answer this question. The concept of the Launchpad, where players complete quests to gain access to new tokens – is an attempt to create value capture for holders of $YGG. But I return to the fundamental question: why do I need tokens of new web3 games if 95% of them die in the first three months after launch?
In August, YGG launched an ecosystem pool of $7.5 million out of 50 million YGG tokens for yield strategies. This is an attempt to diversify from pure gaming exposure. Reasonable. But is it enough?
I look at the chart and see the story of a project that experienced incredible hype in 2021 when Axie Infinity was at its peak. It seemed then that the model of scholars and NFT renting would change the world. People really earned money. But the economy was built on the influx of new players, and when the influx dried up – the entire pyramid collapsed. And YGG, being the largest guild, suffered reputational losses along with the sector.
Now they are trying to recover through a new identity. At the summit in November, founder Gabby Dizon spoke of talented individuals who started as volunteers and scholars, and are now the founders of projects and e-sports players. This is a beautiful story of community development. But the community is not equal to tokenomics.
The price is 0.0757 with a daily range of 0.0744-0.0791 – this is the zone where traders see neither fear nor greed. Just apathy. The yellow MA(7) has turned down. The pink MA(25) is also sloping down. The blue MA(99) is horizontal, but if we break it – the next support zone is somewhere around 0.070 or even 0.065.
The volume histogram shows spikes in activity, but they are irregular and without a clear pattern. This is typical for tokens that have lost their main narrative. No hype, no FOMO, no mass interest. There is only a small circle of the community that either believes in the long term or is slowly distributing positions.
I think about what it means to "find your favorite web3 games from YGG" on the Launchpad. Curation? Perhaps. But in a world where a new web3 game launches every day, curation is only valuable if it truly filters out the trash and leaves quality. And so far, the statistics are not on the side of optimism.
The project conducted buybacks of $1.5 million in 2025, using profits from LOL Land. This is a technically correct move to support the price and signal confidence. But if the market does not believe in future growth – buybacks simply postpone the inevitable.
Maybe I am too pessimistic. Maybe @YieldGuildGames is indeed building something sustainable, and the current downturn is just noise from a bear market in a sector that has temporarily lost favor. Maybe in a year we will look at these levels as a gift.
But now, looking at a three percent drop on the day of a major platform launch, I see a market that is tired of the promises of web3 gaming. A market that wants to see not roadmaps and summits, but real product-market fit. And so far, YGG is searching for it in the transformation from guild to publisher, from play-to-earn to "casual degen" model.
Time will tell if this transformation works. Meanwhile, the chart paints a story of uncertainty, where each candle is a voice of the market saying: "not convinced yet."
#YGGPlay @Yield Guild Games $YGG
