01 / 13
Growth Report Mainnet · Apr — Jul 2026
Six weeks of
compounding growth,
then a dilution test.
Thesis

Revenue climbed 3.3× from Apr 27 to Jun 1 as paid Meta, fiat rail, and whale packs stacked. Since Jul 8, a TikTok TH/VN blast inflated pageviews +71% without moving revenue — a signal to rebalance channels toward proven converters.

Total Revenue
$6.16M
Peak Week
$794k
Unique Buyers
10.6k
Best Cvr Geo
KR · 5.7%
02 / 13
§ Revenue Arc

Weekly revenue Mar 30 – Jul 15

Source: pokemon.purchaseEvents (USDC2)
$800k $600k $400k $200k $0 Mar 30 Apr 27 May 25 Jun 22 Jul 13 Apr 27: +147% first breakout May 4: paid Meta launch Jun 1 · $794k peak Jul 13 partial
Apr Total
$477k
5 weeks
May Total
$1.85M
+287% vs Apr
Jun Total
$3.00M
+62% vs May
Jul (to 15)
$1.32M
partial · pace ~$1.4M/wk
03 / 13
§ May Deep Dive

The daily climb: $3k → $109k in 26 days

Every point = 1 day · May 1 – May 31
$120k $90k $60k $30k $0 May 1 May 7 May 13 May 19 May 25 May 31 May 4 · Meta launched May 16-17 · HK/KR spike May 18 · Fiat rail live May 26 · $109k
May 1
$30.7k
baseline
May 16 (peak)
$95.5k
multi-channel align
May 26
$109.3k
monthly high
Month total
$1.85M
31 days · avg $60k/day
04 / 13
§ What Fired When

Six growth triggers, six weeks

What changed in-product / in-channel
05 / 13
§ Anatomy of the Peak

Week of Jun 1 — $794k in seven days

Composition by product tier

Top 10 packs by revenue

● Pokémon  ● One Piece
Emperor Collector Pack $1,500 · 104 sold $156k Pokémon Legendary Collector $1,000 · 143 sold $143k Pokémon Master Pack $250 · 304 sold $76k One Piece Master Pack $250 · 226 sold $56k Pokémon Elite Pack $100 · 564 sold $56k Grass & Fire Pack (flagship) $42 · 1,312 sold $55k Pokémon 30th Anniversary $30 · 1,405 sold $42k One Piece Bounty Hunter $99 · 355 sold $35k Pokémon Collector Pack $50 · 651 sold $33k
Collection Split
Pokémon 64% $507k OP 36% $287k
Diagnosis
  • OP whale pack = 20% of week revenue solo. 104 units.
  • Top 2 packs ($1k+) drove 38% — Pokémon Legendary + OP Emperor.
  • Pokémon $30-$100 mid-tier = broad base (2,500+ buyers).
  • 1,082 unique wallets, +45% vs Apr 27 wk. Fiat fed the funnel.
Peak day
Jun 3 · $230,083
06 / 13
§ Catalog Depth

From 10 SKUs to 40+ — the price ladder unlocked revenue

Distinct paying presets per week
50 35 20 5 Mar 30 Apr 27 May 25 Jun 22 Jul 13 Whale $1.5k $1k tier 44 SKUs · peak
Apr avg
11 SKUs
flagship-heavy
Whale pack (6100110)
$1,500 unit
launched May 25
$1k tier expansion
Jun 15–22
1079121, 1078117, 1082124
Jul catalog
40+ SKUs
deepest ladder yet
07 / 13
§ Fiat / Credit Card

Fiat rail did the heavy lifting after May 18

Source: pokemon.fiatPurchases
10k 7.5k 5k 2.5k 0 5/18 6/1 6/15 6/29 7/13 peak 8,043 partial wk 1,786 wk 1
4.5×
Wk 1 → Wk 5 growth
2,228
Peak fiat wallets · wk Jun 22
~50%
Est. share of new-buyer acquisition since May 25

Removes crypto onboarding as a purchase gate. CC txs land as USDC2 on-chain via relayer.

08 / 13
§ Attribution Shift

Prior 2w (Jun 17–Jul 1) vs Current 2w (Jul 1–15)

PostHog · unique persons · cvr = pv → purchase
Source Prior pv Prior cvr Current pv Current cvr Δ cvr
Twitter (t.co) 462 1.73% 492 7.52% +5.8pp winner
Google search 2,796 1.65% 3,513 5.35% +3.7pp winner
linktr.ee 439 1.82% 808 5.07% +3.3pp winner
Direct 19,227 0.62% 28,159 2.27% +1.65pp up
Instagram 12,888 0.27% 11,793 0.88% +0.61pp low cvr
m.facebook 7,203 0.32% 8,267 0.88% +0.56pp low cvr
facebook.com 4,437 0.18% 4,837 0.68% +0.50pp low cvr
Other (bot/deep-link noise) 21,703 0.01% 69,230 0.08% +0.07pp +219% junk

Cvr improved across every named channel — checkout or product-side ergonomics got better. Meta stays the paid-volume engine but has structurally low cvr. Twitter and Google search are the highest-quality inbound.

09 / 13
§ Geo Split

Where the buyers actually are — and Korea broke out

Last 14d · pv & buyers by country

Cvr by country (current 2w)

KR 5.7% · 280 NL 3.0% · 84 UAE 2.9% · 29 HK 2.54% · 89 CA 2.4% · 48 US 1.99% · 299 AU 1.77% · 177 PH 1.63% · 49 TH 0.67% · 283 SG 0.55% · 93 VN ~0% · junk
KR
280 buyers · 5.7% cvr · from 4.9k pv

Best-converting country in the report. Sub-scale in traffic — under-invested vs its quality. Localize + double down.

  • US + AU = revenue backbone. Volume × 2% cvr.
  • NL, UAE = niche champions (3% cvr). Match target-market thesis.
  • TH, SG, VN = traffic inflators, low cvr. Meta/TikTok mismatch.
10 / 13
§ July Dilution Test

Traffic +71%, revenue flat — the TikTok blast

Prior 2w vs Current 2w
Pageviews (k) Revenue ($k) 82.5k Prior 141k Current +71% $1.10M Prior $1.32M Current +20%
Context — Warming Channels
  • TikTok = 2 weeks old. Account warming. Ads keep getting banned (existing big-win videos flagged as financial-instrument ads).
  • Country tests: TH ROAS ~8 (keeping), VN 0 cvr (dropping this wk), SG 5x ROAS but ads banned, US dropped (high CPM). HK + Europe launching this wk.
  • Google Ads = new account, also warming. Same skew.
  • Revenue held +20% despite dilution — Meta (established), direct, organic carried it.

Jul dilution is warm-up noise, not channel failure. Reassess after 4-6 wks of clean data.

11 / 13
§ Live Experiment · hpb1

New packs browsing redesign — mixed & concerning

Bayesian A/B · control vs treatment
Primary Metric

First-pack conversion (click → purchase)

Effect
−9.9%
test underperforms
Chance to win
18.2%
not significant

Direction is negative. Not stat-sig, so no conclusion — but nothing here supports rolling out.

Goal

Improve first-pack conversion & reduce time to first purchase via redesigned browsing UX.

Secondary & Guardrail
Metric Δ Sig Winner
Browse → pack CTR −45.7% yes Control
Packs viewed per user +67.5% yes Test
Revenue per user (guardrail) −36.3% no —
Exceptions per user (guardrail) −14.1% no —
Bottom Line
  • Browsing depth ↑ — redesign drives exploration (+67.5% packs viewed).
  • CTR crashed — users browse more but click through less, may be overwhelmed.
  • Revenue/user trending down −36.3% — red flag against guardrail intent.
  • Recommendation: hold rollout, iterate on discoverability affordances.
12 / 13
§ Channel ROI

Winners & money pits — cvr × volume matrix

Current 2w · pageviews vs buyers
8% 6% 4% 2% 0% 100 1k 10k 30k 70k+ median cvr ≈ 2% Twitter · 7.5% linktr.ee · 5.07% Google · 5.35% Direct · 2.27% · 640 buyers pull.gacha · 8.2% Instagram · 0.88% m.fb · 0.88% Other (bots) · 0.08% SCALE THIS → IDEAL MONEY PIT IGNORE high cvr moderate low bubble size ~ buyers
13 / 13
§ Next Levers

Six moves the data supports

Ordered by expected leverage
Lever 01

Scale Korea hard

5.7% cvr on 4.9k pv is category-best. Localize UI, price in KRW, target KakaoTalk / Naver / local KOLs.

Est. 3-5× buyer base if traffic 3×
Lever 02

Test paid Twitter/X (organic signal is strong)

t.co is organic 7.5% cvr — Meta is paid, not apples-to-apples. Signal says X audience converts; test paid X + KOL packs before reallocating Meta budget.

Prove paid X ROAS before scaling
Lever 03

Expand whale tier ladder

$1.5k pack drove 20% of peak week. Add $3k / $5k / $10k premium SKUs — demand demonstrated, price ceiling untested.

Basket size lever, not volume
Lever 04

Localise NL / UAE

3% cvr in both, aligned to top-3 target markets. Language + payment + local KOL. Under-invested.

Niche champions
Lever 05

Fiat pricing / UX test

CC volume flat at 7-8k/wk since Jun 22. Test cheaper minimums, one-click reload, saved cards, Apple/Google Pay parity.

Fiat unlocked new buyers · plateau now
Lever 06

Kill or refresh Meta social creative

IG + FB combined ~35k pv @ <1% cvr. Worst ROI. Either A/B new creative pointing to whale pack or defund entirely.

Cost saved funds levers 01/02

Report generated 2026-07-15 · data through Jul 15 · Supabase mainnet + PostHog 224194

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