I went through all the balanced, logical
@azuki takes on the timeline and read every reply Z made across those threads.
Most people skim the discourse and stay confined to their own assumptions.
But, if you take the time to understand where Z’s head is at, the vision is clear.
> Azuki is doubling down on its core strengths: art, storytelling, technology, world building, manga and the TCG.
> Team isn’t ignoring collectors or the community. The reality is that resources are finite and with a national TCG launch approaching, execution on that front has to take priority right now.
> There are still resources dedicated to Web3, community support, collector groups, and ongoing conversations with holders. The challenge isn’t caring it’s balancing priorities and accepting that not everything can be done at a high level simultaneously.
> Not every Web3 project needs the same playbook. Different projects have different paths to winning.
> The goal is to reach the masses, and also serve existing NFT collectors. Sustainably.
> Manga and TCG are being prioritized because they’re scalable consumer products that can introduce millions of people to the brand.
> Azuki was early on collector culture, but late on building IP formats that mainstream audiences can easily consume. So that’s where the work is going on.
> NFTs alone are not a sustainable business model. The market is simply too small.
> Royalties and NFT sales cannot support a large and long term IP company.
> Even with enforced royalties, you still have low volume. No serious team can scale a real project on that as the primary biz model.
> Comparing Azuki to luxury brands misses the point. Luxury brands sell desirable physical products repeatedly. NFTs are a niche market.
> Azuki’s mission is to build a durable entertainment and IP company, all while optimising for short term, sustainably.
> Community initiatives still matter, but resources have to be allocated based on current priorities. Z is active in every single Azuki GC for ~5 years now.
> Collector focused initiatives aren’t being ignored forever, but right now manga and TCG take precedence.
> Z openly acknowledges areas where Azuki is lacking and is comfortable making those tradeoffs because lacking areas will be also be developed in time. Per the priority.
> Feedback is welcomed, but not every request can be executed immediately. (I feel
@BobuBeanFarmer RFPs can come in here)
> The long term vision is a decentralized brand that can survive beyond any NFT market cycles.
> Success looks like people falling in love with the story and universe first, then discovering the NFTs and community later.
The biggest takeaway for me: Z no longer thinks like the founder of a crypto project. He thinks like the founder of an IP company.
Whether you agree with every decision or not, the vision is coherent, the priorities are clear and they’re building for a prosperous future.
I know, I sometimes even I wish Azuki was operating with infinite resources, outside capital and unsustainable marketing budgets because they put out such great work.
Part of me also wants to see that work come out everyday like light speed haha. But it’s not sustainable.
Reality is Azuki is 100% community funded with no outside capital, has serious industry merit and is deeply product focussed with growing verticals TCG, Upcoming Manga, Studio Azuki and
Anime.com.
Pretty much ahead of 99.9% of the brands in terms of broader visibility, sustainable capital allocation via products, collabs and approach.
and that is a very special thing in a space where initiatives die out daily. I know we will see Azuki on top again soon. Matter of time.
TLDR: IKZ. TTP.