I wish I could be that confident, garrett.

Unfortuantely, it looks like a lot of decisions they make are just spur-of-the-moment, and they don't bother to run simulations or examine much data. It almost appears as if someone is sitting on the toilet, comes up with an idea to make an "improvement", and implements it without further analysis.

They have a very interesting and fun product, but are messing up so many elements which are relatively easy to get right, and yet are still plodding along with big marketing partnership money rolling in, plus a base of players who are loyal despite the fail (myself included).

However, there are some warning signs that things aren't going as great as they'd like -- notably the relative lack of new people coming onboard, the slow disappearance of active players, and the cratering secondary market.

As I post this, you can buy a Z4 Exclusive Nakamoto for 0.043 ETH ($190), whereas just two weeks ago you couldn't find any exclusive Naks for under 0.055. And several weeks before that, it was rare to find an Exclusive Nakamoto for under 0.1.

It's going to be a race between getting everything right and marketing the game properly to noobs, and the VC/partnership money running out. If it's the former, anyone like myself who is well established in the game will be great shape. If it's the latter, the whole thing will eventually crater and fail.