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Bullish on on-chain #TCG sector, with a core reason:
Traditional collectible players haven't truly experienced the "dimensionality reduction strike" of on-chain yet
This isn't simply about e-commerce transactions, but rather the experience upgrade brought by RWA + blockchain ownership verification
This demand is a genuine need, it's just that consensus hasn't formed yet. Offline players haven't experienced it, so naturally there's been no explosion, but once they do, it's very hard to go back
Let me give a very real example:
A few days ago I bought Pokémon cards from Jijuanshe and discovered they were counterfeit when I received them
What happened next?
Rights protection claims, evidence submission, required to provide unboxing videos, returns, waiting. Since I had shot unboxing videos before, the claim process went smoothly, but without an unboxing video it's unclear if it would succeed
The moment I got the fake cards, I felt like I was hit blindsided and developed distrust of the store's rating
Did a quick search and found a ton of people who bought fake cards, with an extremely tedious process. Without unboxing videos, rights claims are easily denied. Even high-rated stores aren't absolutely safe
It's even worse for newcomers:
Very easy to step into a pit and buy fake cards, then forced to go through the entire rights claim + return process
What does this essentially illustrate?
The trust system of traditional TCG has massive flaws
The significance of on-chain TCG lies in:
✔ Authenticity is verifiable
✔ Ownership is clear
✔ No need to trust intermediaries
Many people don't realize this yet,
but once you experience the smoothness of "on-chain ownership verification," there's no going back