This is absolutely financial advice. House mortgaging, loan taking, asset selling financial advice. 😁🤪

Before my Twitter account was stolen from me by Elon and his Band of Merry Bots, I was marketing the ultimate web3 gaming dark horse play, and people were starting to take notice. My series of Publish0x articles on $UEFN, syndicated to Twitter, started at around $1M mcap and took the token to $10M mcap before Elon shut down my account.

After the account was shut down, the token took a dive from $10M to its current $3M. You can blame it on natural TA, but I blame it on the break in consistency Twitter caused when it unfairly silenced me for no reason (well, there was a reason — I was successfully farming $GAIMIN and other airdrops and some faggit just probably didn't like me making money and reported the account to a police bot).

The $UEFN team is horrible at marketing, so when I stopped, the entire marketing campaign stopped. The $UEFN community is loyal but lazy — they didn't think to take my example and start doing content on their own. So the project now sits and waits for first party marketing, which will certainly come. $UEFN is part of a well-connected cabal, and they have more than enough funding to employ top KOLs for a consistent campaign at the time of their choosing.

But this cabal chooses its own timing. Waiting on them is like waiting on the Rapture.

Now is the time to get in on $UEFN — before the team puts away buidling for a while to capitalize on the new surge of energy entering the market after some random shithead tweeted out about the Ethereum ETF positively. Yeah — one tweet by the right person = 20% green candle. Web3 is a community of pure lemmings, to be sure.

$UEFN took part in the pump, rising around 15% alongside every other non-memecoin. This kind of movement has to do more with the connection between liquidity pools than any new interest in the project. The active money went into memecoins still, which rose 30-40%.

So the 15% $UEFN green candle signaled no new interest in the project. Good. More time for me to buy. And you, if you're smart. And yeah, I have reasons. Those are coming uuuuuuuuuupppp... now.

Why I'm Getting in NOW

1️⃣ Shared Tech, Unshared Market Cap

You wouldn't find this alpha unless you took the time to listen to Virtuals and UEFN Twitter Spaces earlier this month. Fortunately, I did it for you.

Virtuals' Immortal Engine — proprietary AI Agent infrastructure tech — has already propelled the relaunch of the Virtuals brand to $250M mcap highs this year, currently sitting comfortably ≈ $140M mcap. 

$UEFN is at $3M mcap currently — but the Immortal Engine tech is CO-OWNED between the two projects.

Skip to 26:30 to hear Virtuals CEO Ethermage say it and skip to 42:40 to hear the UEFN CEO Zad say the same thing here. Virtuals is focusing on the backend while UEFN focuses on producing consumer facing products with the tech. But the real alpha is the arbitrage here: $140M v. $3M for a co-owned piece of tech?

Take a look at the partnerships Virtuals is creating. It's the only real project on Base period and has already partnered with $TAO, $ORA and even Microsoft to expand its vertical. The $VIRTUAL token is gaining new CEX listings on almost a weekly basis. UEFN will benefit from all this and currently looks like a really tasty call option on $VIRTUAL.

2️⃣ Perfect Placement of Sanctum on Telegram

Sanctum is the first game infused with Virtuals AI agent technology to hit the market. Initially, I was disappointed with the samples the UEFN team chose to put out — until I heard the news the game would be released on Telegram. A little more research and I dug up why they did this: The core community wanted the initial game on Telegram.

I didn't even know the Telegram gaming audience existed, and they are a completely different type of gamer from your Western AAA gamer bro. For the audience Virtuals and UEFN targets, mobile gaming in South Asia, the old school pixel look is not only smart, it is preferred. Mobile gamers care much more about gameplay than graphics. Putting the emphasis where it belongs, on the AI agent experience, ensures this TG based game will thrive and serve as an exciting consumer facing introduction to Immortals Engine technology — for the audience that will best appreciate it.

Marketing Sanctum as the first open world web3 AI agent game also hits all the checkmarks for the midcurve kids. I fully expect web3 natives from these audiences to converge on Sanctum once marketing starts in earnest, especially when they realize the arbitrage to be had between $VIRTUALS and $UEFN.

Also, take a look at what pumped and what didn't during this last Ethereum ETF announcement. Stuff like $SHRAP and other Alex Becker bro bullshit lagged big time. The AAA FPS thing isn't really the wave any more. And good riddance. The sooner Becker and Elliotrades are made irrelevant in crypto, the better.

3️⃣ Dual $VIRTUAL / $UEFN Announcements & Marketing

Listen to the short rant here from UEFN starting at 42:00 to hear some exciting announcements about Virtuals and UEFN moving actively to clear up the confusion between the two. As mentioned before, the two companies are at different parts of the vertical (Virtuals is backend; UEFN is consumer facing), but most people don't research enough to worry about this.

Any reason to market is a good reason. Before the KOL shit even starts, getting the word out about how Virtuals and UEFN works together brings the midcurvers to your cause. The midcurve are your hodlers for these kinds of projects, so it is good to get them in first. And at $3M mcap, there are certainly more of these guys to bring in before the marketing push to speculators.

4️⃣ Cabal Status

I've explained this in detail here, but here's the tl;dr: $UEFN is the next block in the premier financial and social throughline in web3 gaming. Axie Infinity built Ronin, which invested in YGG, which invested in Merit Circle, which invested in PathDAO (now Virtuals), which invested in UEFN. The money trail and mindshare this company is aligned with virtually guarantees success when placed alongside its own merits.

What project that came from Ronin stays at $3M mcap for long? Honestly, I think the gods are smiling on you with this opportunity, but it won't last long. Even if no one digs deep enough to dig up this throughline, the money and mindshare that will go to work for $UEFN will speak for itself when marketing starts. Once that happens, you can expect banana candles, plenty of cope and fomo, and "I told ya so" posts from me.

5️⃣ Leadership

The megabrains behind UEFN are some of the most well-respected young enterpreneurs in South Asia. I've gone over that in previous articles as well, so no need to repeat it here. But these guys come from a group that builds relentlessly, bear or bull markets. The only reason I put up with their delays in marketing and the stupid 5% buy/sell tax is because their work ethic is so transparent.

Highlights: UEFN CEO Zad already has an exit, with the buyout coming from one of Asia's premier esports companies. If you think those connections won't come into play once the technology comes into its own, you're wrong. This may be the beginning of web2-web3 buyouts in Asia.

In short, nothing about the UEFN project says $3M mcap. The midcurve shit I see at $30M is repulsive. Hell, $50M. It's the most obvious mispricing I've ever seen in crypto, and I've been around quite a bit. 

Do what thou wilt, but this entire article is totally financial advice. $UEFN

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