Zentry, formerly known as the gaming guild GuildFi, has upgraded its brand to focus on becoming a super layer for games, serving as a hub that connects various types of games, including Web2 and Web3 games, capturing the value of activities and assets in gaming and platforms. Currently, ZENT is priced at $0.033, with an FDV of $320 million, which is clearly undervalued. Below is my detailed analysis

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🎮 Formerly a gaming guild, GuildFi

GuildFi was ranked among the top 3 gaming guilds, with the top two being Merit Circle (which rebranded to Beam) and YGG. Merit Circle has successfully transformed, with an FDV reaching $1.7 billion. As the team that earns the most in the GameFi ecosystem and understands DeFi and P2E models, Zentry's brand upgrade is also breaking its own limits.

💰 Zentry's Profitability

Zentry is currently profiting over $40 million. The following image shows the projects they are involved in. Zentry has also partnered with BEAM, pooling their $300 million treasury together to incubate Sophon. The Sophon project conducted a node sale in April, raising approximately $60 million.

💻 New Products Combining Gaming + AI + Web3

Zentry has launched four core products: NEXUS, RADIANT, ZIGMA, and AZUL. Among them, NEXUS is a product that combines gaming and AI technology, collaborating with Ronin to unlock content that combines gaming + AI + Web3. This is currently what I find the most promising. The NEXUS platform rewards user social interactions, transforming everyday social media usage into an immersive gaming experience, providing returns to users.

As a trendsetter, Binance Alpha has launched $Game on the BASE chain (with ai16z as a competitor) with an FDV of $250 million.

📖 Finally, to summarize and provide a valuation analysis of Zentry, currently priced at $0.033, why is it undervalued?

1. Top 3 gaming guild, YGG is valued at $520 million, BEAM at $1.7 billion, and Merit Circle has transformed quite successfully, Zentry also has a high ceiling.

2. Strong revenue-generating capability and a treasury reserve of $140 million, allowing it to withstand cycles.

3. The new core product NEXUS combines gaming + AI + Web3, comparable to the valuation of Game on the BASE chain, which is almost similar to the entire Zentry project valuation.