#renaiss Community Insights & Market Sentiment

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【The Renaiss card buyback cycle of the circular economy—how much economic value does it bring to individual users?】 Yesterday, from the perspective of an investment institution, we discussed that the card retention rate is only about 2.36% for <0-9->{@renaissprotocol } cards saved; however, the buyback feature can also be seen as a golden hen for the project’s sustainable revenue. If we go deeper and combine Renaiss card data on the BNB Chain, we’ll find that the economic value generated by Renaiss individual users is beyond imagination—like a small sample creating massive returns: ➤ Number of unique addresses for Renaiss Token: 1,011 (including at least 6 contract addresses) ➤ Token Transfers: 867,921 ➤ Total Supply (number of cards): 9,292 → That is equivalent to about 858 transfers per single address involved, and an average single address holds 9 cards. If we pair this with the revenue data from the official Dune Dashboard for a more intuitive view: ➤ Total opening events: 394,171 ➤ Card pack purchase value: 22,823,494 → On average, each single address contributes about 390 openings and contributes $22,660 in card pack purchase value. - The above data is estimated using the current number of unique addresses, so it cannot cover users who opened cards but have already churned. If we incorporate those previously used but churned users by using the number of SBTs minted through social media accounts bound on the Renaiss platform (9477): ➤ Average number of card openings per single address: about 41 times ➤ Average income contributed per single address: $2,408 For an emerging protocol that has been created for less than a year, this set of user data already demonstrates that the economic value of core users is quite competitive; but the concern lies in whether these users’ engagement can remain “stuck.” Based on the current data, the proportion of long-term card holders is only about 1/9, so the churn rate may also need to be monitored continuously. - ● The above content does not constitute investment advice (NFA). Users should make decisions based on their own risk tolerance. DYOR and participate in the investment market prudently. ● The images are sourced from BscScan #renaiss #RWA #bnb #TCG $BNB {spot}(BNBUSDT)

【The Renaiss card buyback cycle of the circular economy—how much economic value does it bring to individual users?】

Yesterday, from the perspective of an investment institution, we discussed that the card retention rate is only about 2.36% for <0-9->{@Renaiss Collectibles } cards saved; however, the buyback feature can also be seen as a golden hen for the project’s sustainable revenue.

If we go deeper and combine Renaiss card data on the BNB Chain, we’ll find that the economic value generated by Renaiss individual users is beyond imagination—like a small sample creating massive returns:

➤ Number of unique addresses for Renaiss Token: 1,011 (including at least 6 contract addresses)
➤ Token Transfers: 867,921
➤ Total Supply (number of cards): 9,292

→ That is equivalent to about 858 transfers per single address involved, and an average single address holds 9 cards.

If we pair this with the revenue data from the official Dune Dashboard for a more intuitive view:

➤ Total opening events: 394,171
➤ Card pack purchase value: 22,823,494

→ On average, each single address contributes about 390 openings and contributes $22,660 in card pack purchase value.

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The above data is estimated using the current number of unique addresses, so it cannot cover users who opened cards but have already churned. If we incorporate those previously used but churned users by using the number of SBTs minted through social media accounts bound on the Renaiss platform (9477):

➤ Average number of card openings per single address: about 41 times
➤ Average income contributed per single address: $2,408

For an emerging protocol that has been created for less than a year, this set of user data already demonstrates that the economic value of core users is quite competitive; but the concern lies in whether these users’ engagement can remain “stuck.” Based on the current data, the proportion of long-term card holders is only about 1/9, so the churn rate may also need to be monitored continuously.

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● The above content does not constitute investment advice (NFA). Users should make decisions based on their own risk tolerance. DYOR and participate in the investment market prudently.

● The images are sourced from BscScan

#renaiss #RWA #bnb #TCG $BNB

BNB+0.11%

Myron

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【Why does Renaiss @renaissprotocol look like a continuously running cash-printing machine from an investment firm’s perspective?】 For a while, I hadn’t paid attention to Renaiss on BNB Chain. Then I just noticed that on 6/18, it completed a seed round led by YZi Labs (with Hash Global and other institutions participating). Just looking at the official Dune Dashboard, it seems pretty clear why institutions are willing to bet on Renaiss—this is obviously an investment with high upside? - 《Buyback: The Art of Sustainable Money Printing, or a Hidden Game Theory Poison?》 One of the most user-friendly mechanisms in Renaiss is that after opening a card pack, users can immediately sell back to the platform at a high buyback ratio. The current buyback rates for card packs that are always available are as follows: ➤ Eden Pack: 90% instant buyback ➤ Renacrypt Pack: 85% instant buyback ➤ Omega Pack: 85% instant buyback For users, this almost eliminates the “secondary market liquidity risk.” As long as they don’t pull the lowest-tier cards, there’s a chance to trade a small downside for a bigger upside. But can users truly break even in the long run—or even profit? Dune data seems to reveal a harsh reality: ➤ A total of 393,964 card pack opening events ➤ Only 9,301 cards are actually circulating on-chain = A card retention rate of only “2.36%” This suggests that more than 97% of draws ultimately flow back to the platform through Buyback. For many users, it may look like using a 10%–15% possible loss to exchange for a 20%–40% chance of pulling mid- to high-value cards. But based on on-chain data, the proportion of high-value cards that truly end up being kept by users may be very low. The ongoing loop of “open pack → buy back → open again” is like building an efficient money-printing machine for the project team. For investment institutions, it’s undoubtedly an obvious cash-flow generator. I’m just a bit puzzled: in the eyes of current users, does Renaiss function more like a “gambling product,” or like on-chain collectible infrastructure? - ● The above content does not constitute investment advice (NFA). Please act according to your own risk tolerance. DYOR and participate in the investment market cautiously. ● All attached images are sourced from the Renaiss Dune Dashboard #Renaiss #RWA #YZILabs #BNBChain $BNB {spot}(BNBUSDT)

【Why does Renaiss @Renaiss Collectibles look like a continuously running cash-printing machine from an investment firm’s perspective?】

For a while, I hadn’t paid attention to Renaiss on BNB Chain. Then I just noticed that on 6/18, it completed a seed round led by YZi Labs (with Hash Global and other institutions participating).

Just looking at the official Dune Dashboard, it seems pretty clear why institutions are willing to bet on Renaiss—this is obviously an investment with high upside?

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《Buyback: The Art of Sustainable Money Printing, or a Hidden Game Theory Poison?》

One of the most user-friendly mechanisms in Renaiss is that after opening a card pack, users can immediately sell back to the platform at a high buyback ratio.

The current buyback rates for card packs that are always available are as follows:
➤ Eden Pack: 90% instant buyback
➤ Renacrypt Pack: 85% instant buyback
➤ Omega Pack: 85% instant buyback

For users, this almost eliminates the “secondary market liquidity risk.” As long as they don’t pull the lowest-tier cards, there’s a chance to trade a small downside for a bigger upside.

But can users truly break even in the long run—or even profit?

Dune data seems to reveal a harsh reality:

➤ A total of 393,964 card pack opening events
➤ Only 9,301 cards are actually circulating on-chain

= A card retention rate of only “2.36%”

This suggests that more than 97% of draws ultimately flow back to the platform through Buyback.

For many users, it may look like using a 10%–15% possible loss to exchange for a 20%–40% chance of pulling mid- to high-value cards. But based on on-chain data, the proportion of high-value cards that truly end up being kept by users may be very low.

The ongoing loop of “open pack → buy back → open again” is like building an efficient money-printing machine for the project team. For investment institutions, it’s undoubtedly an obvious cash-flow generator.

I’m just a bit puzzled: in the eyes of current users, does Renaiss function more like a “gambling product,” or like on-chain collectible infrastructure?

-

● The above content does not constitute investment advice (NFA). Please act according to your own risk tolerance. DYOR and participate in the investment market cautiously.

● All attached images are sourced from the Renaiss Dune Dashboard

#Renaiss #RWA #YZILabs #BNBChain $BNB

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