🎲 Will Coin Master Board Adventure eat Monopoly Go? (Our year-end predictions)

🎲 Will Coin Master Board Adventure eat Monopoly Go? (Our year-end predictions)

MoonActive just launched the obvious counter-punch to Monopoly Go — and it's already pulling 2.2M monthly downloads against Monopoly Go's 1.8M, with 10x fewer creatives. We break down Coin Master Board Adventure end-to-end: the stacked core loops (board + merge + Klondike + bombs + idle tree pets), the static-vs-seasonal album split, the 5-pop-up energy trap, the UA creative library, the launch trajectory, and why social casino monetization is still a money printer that the rest of the industry can't crack. Plus the question that opens the episode and pretty much defines the genre: what is the D365 retention of users spending $5,000+ a month? (Spoiler: basically 100%.) If you work on UA, live-ops, or social casino product, this one's required viewing. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⏱️ TIMESTAMPS 00:00 Cold open — D365 retention of $5K/month whales 02:55 The setup: MoonActive's counter-launch to Monopoly Go 04:13 Coin Master is a $70M/month plow horse — for years 08:50 Walking the actual game: pop-ups, energy, board core 13:12 Five stacked cores: merge, Klondike, bombs, idle tree 20:00 Launch trajectory — $300K/day, 80K downloads/day 21:27 UA creatives: 1.5K running, why CPIs stay at $90+ 31:21 Year-end predictions and the Las Vegas granny -------------------------------------- PVX Partners offers non-dilutive funding for game developers. Go to: https://pvxpartners.com/ They can help you access the most effective form of growth capital once you have the metrics to back it. - Scale fast - Keep your shares - Drawdown only as needed - Have PvX take downside risk alongside you + Work with a team entirely made up of ex-gaming operators and investors --------------------------------------- For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale. Our sponsor FastSpring: Has delivered D2C at scale for over 20 years They power top mobile publishers around the world Launch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg. --------------------------------------- This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠ Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA --------------------------------------- Matej Lancaric User Acquisition & Creatives Consultant ⁠https://lancaric.me Felix Braberg Ad monetization consultant ⁠https://www.felixbraberg.com Jakub Remiar Game design consultant ⁠https://www.linkedin.com/in/jakubremiar --------------------------------------- Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me --------------------------------------- If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric Do you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

🚨📢 BREAKING NEWS: Record Revenue, Record Layoffs, Why Only 2 Genres Are Actually Winning in 2026

The mobile gaming industry just posted record revenue ($195.6B) while simultaneously firing 44,000 developers. Here's what's actually going on. Matej Lančarič flies solo this week to break down the five stories that matter most: NTE's massive global launch, IronSource's official shutdown after one of the worst acquisitions in mobile gaming history, the State of Mobile Gaming 2026 report and what its genre data really tells us, Adam Foroughi's spicy 20VC interview, and Google's ad tech antitrust ruling that's about to reshape programmatic advertising. Five stories, one signal: the market growth is real but extremely concentrated. If you're not in the right two genres or one of the live-service giants, you're competing for table scraps. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⏱️ TIMESTAMPS 00:00 Record revenue, record layoffs paradox 00:50 NTE / Neverness to Everness global launch 02:30 IronSource is officially dead — RIP $4.4B acquisition 03:45 $195.6B revenue + 44K layoffs — the concentration story 05:15 Adam Foroughi on 20VC — $83M payday, AI, layoffs 05:45 Google ad tech antitrust ruling — what comes next 06:30 Closing — the week ahead ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📌 KEY TAKEAWAYS — Global gaming hit $195.6B in revenue in 2025, the highest annual total on record. Meanwhile 44,000+ dev jobs have been cut since 2022, with another 2-3K already gone in 2026. One in three US developers laid off, 48% still jobless. — IronSource is dead. The $4.4B Unity acquisition is one of the most controversial deals in mobile gaming history — Supersonic is being sold off, and three and a half years later there's almost nothing left of IronSource inside Unity. Unity Vector grew 48% YoY though, so the ad business itself isn't dying. — NTE (Neverness to Everness) launched globally April 29 on PC, Android, iOS, PS5, and Mac with cross-platform progression. Same team behind Tower of Fantasy. Massive IP, production values, and gacha — benchmark is Genshin and Zenless Zone Zero. — Adam Foroughi's 20VC interview is required listening. $83M CEO payday after a 92% stock drop, AI vs layoffs, AppLovin's run as one of the best-performing tech businesses right now. --------------------------------------- This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠ Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA --------------------------------------- Matej Lancaric User Acquisition & Creatives Consultant ⁠https://lancaric.me Felix Braberg Ad monetization consultant ⁠https://www.felixbraberg.com Jakub Remiar Game design consultant ⁠https://www.linkedin.com/in/jakubremiar --------------------------------------- Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me --------------------------------------- If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric Do you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

💀 Review Radar #11: 80% of the games we covered are already dead!

Welcome to Review Radar #11 — the "broken dreams and hopes" edition. We revisit every game they reviewed between September and December last year to see which ones survived, which ones got killed, and which ones genuinely broke through. The verdict is brutal. AceCraft dropped from 800K downloads a day to 4K. Galaxy Defense never scaled. The Squad Busters of the world joined Supercell's graveyard. But there were real winners: The Tower, Level Devil, Sunday City (the "Casino GTA"), and Heads Down all proved that smart design beats hype every time. If you want to understand what actually predicts mobile game survival, this is the episode. #mobilegaming #gamedesign #useracquisition #liveops #f2p Get our MERCH NOW: 25gamers.com/shop -------------------------------------- PVX Partners offers non-dilutive funding for game developers. Go to: https://pvxpartners.com/ They can help you access the most effective form of growth capital once you have the metrics to back it. - Scale fast - Keep your shares - Drawdown only as needed - Have PvX take downside risk alongside you + Work with a team entirely made up of ex-gaming operators and investors --------------------------------------- For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale. Our sponsor FastSpring: Has delivered D2C at scale for over 20 years They power top mobile publishers around the world Launch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg. --------------------------------------- This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠ Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA ⏱️ TIMESTAMPS 00:00 Cold open — "broken dreams" radar incoming 01:51 AceCraft, Galaxy Defense and the September graveyard 07:54 The Tower — one of the best games we've reviewed 12:01 Sudoku Master and the puzzle category check-in 20:11 The Supercell post-2018 graveyard + MoCo's slow death 28:38 Sunday City — the "Casino GTA" winning at $100K/day 34:00 Final verdict — who survived and who didn't --------------------------------------- Matej Lancaric User Acquisition & Creatives Consultant ⁠https://lancaric.me Felix Braberg Ad monetization consultant ⁠https://www.felixbraberg.com Jakub Remiar Game design consultant ⁠https://www.linkedin.com/in/jakubremiar --------------------------------------- Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me --------------------------------------- If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric Do you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

💡 How to create new mobile games 101, 2026 edition 😎

How do you pick the right core for your next puzzle hit? Jakub Remiar breaks down the methodology behind some of the most successful puzzle launches of the last two years — Domino Dreams, Magic Sword, Block Out, Hexa Out, Arrow Gem — and explains the pattern that connects all of them. The short version: stop trying to invent new cores. Find a puzzle sub-genre that already has massive download volume but is monetized almost entirely through ads. Take that core, wrap it in level-based design, blockers, and live-ops polish, and convert the ad-revenue audience into IAP players. Domino Dreams did it with Domino. Magic Sword did it with Water Sort. Block Out did it with Color Block Jam. Same playbook every time. This is the video to send to anyone who asks "what genre should I build in next." Potensus is a premium ad network built by people who've actually been on both sides of this industry - game publishers, agencies, and successful exits. They get it. Here's the thing - Potensus has direct deals with Amazon, Apple, Coca-Cola, Vodafone. Not programmatic. Direct. Those budgets land in your game at premium CPMs, no middleman tax. And they handle everything with their in-house team. PLUS they're partnered with PlayableMaker WINK WINK - so they'll take a brand's YouTube video or a static banner and actually turn it into a playable ad or rewarded video. Proper interactive format, built for gaming inventory. Brands getting a gaming-native creative, publishers getting higher CPMs. Everyone wins. Head to potensus.com to get started or check their creative portfolio here https://vimeo.com/showcase/12093300?fl=so&fe=fs ⏱️ TIMESTAMPS 00:00 Intro — how to pick a core for a new puzzle game 02:21 Domino Dreams: capturing the Domino category 05:20 Magic Sword: turning Water Sort into IAP gold 07:50 Spyke Games / Combo Games portfolio strategy 10:50 Hexa Out — when iteration becomes innovation 13:00 Grand Games portfolio: the templatization machine 15:55 Arrow Gem: the obvious next move after Lesmore's Arrows 17:30 Why this is a lottery — and consistency wins it 18:30 Closing methodology: pick your strengths, know your shot 📌 KEY TAKEAWAYS — The opportunity isn't in inventing new puzzle cores. It's in finding ad-driven puzzle categories with high download volume and converting them to IAP via level design, blockers, and live-ops. — Domino Dreams isn't a Domino game. Magic Sword isn't a Water Sort game. They're level-based puzzlers with a familiar core wrapped around them — that's the trick. — Category ceiling matters: Domino Dreams will likely cap around $7–8M/month because the niche is finite. That's still a profitable, sustainable hit. — Studios like Grand Games and Spyke have built a consistent template: 80% finished metagame engine + swap in the new trending core + 20% iteration. — Lesmore's Arrows is the current source code — everyone is iterating on it (Hexa Out, Arrow Gem, countless clones). #mobilegaming #gamedesign #puzzlegames #liveops #f2p This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA Jakub Remiar Game design consultant ⁠https://www.linkedin.com/in/jakubremiar Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me

💰🚜 How Playrix turned a 17-Year-Old Tycoon into a $45M/Month UA & Match-3 engine

Township just hit $45M/month - at 17 years old. How? We sit down with Erno Kiiski (Game Refinery, a Liftoff company) to dissect what is arguably the most underrated transformation in mobile gaming: how Playrix quietly turned an evergreen farming tycoon into a stealth match-3 game with the tycoon repurposed as a UA funnel. We trace 17 years of Township across five eras — from Facebook Canvas farming sim to hyper-casual mini-game platform to its current form, where match-3 is the main engine and the tycoon is essentially the onboarding. Plus a year-by-year archaeology dig through Township's UA creatives from 2019 to 2026: Pull the Pin, Golden Goblins, Idle Lumber, King Shot iterations, and AI-generated ads. If you work in mobile games, product, or UA — this episode will change how you think about evergreen titles, portfolio strategy, and the CPI/LTV equation. Get our MERCH NOW: 25gamers.com/shop -------------------------------------- PVX Partners offers non-dilutive funding for game developers. Go to: https://pvxpartners.com/ They can help you access the most effective form of growth capital once you have the metrics to back it. - Scale fast - Keep your shares - Drawdown only as needed - Have PvX take downside risk alongside you + Work with a team entirely made up of ex-gaming operators and investors --------------------------------------- For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale. Our sponsor FastSpring: Has delivered D2C at scale for over 20 years They power top mobile publishers around the world Launch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg. --------------------------------------- This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let’s not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously. Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matej Lancaric⁠ Special Guest: Erno Kiiski https://www.linkedin.com/in/erno-kiiski/ Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA Chapters 00:00 - Epic intro 01:23 - Welcome + Game Refinery intro with Erno Kiiski 03:36 — Why Township now ($45M/month) 07:29 — The five eras of Township 20:37 — Pull the Pin and the Playrix portfolio play 23:00 — 2021: when the puzzle became the core 38:24 — Disco Ball and sense-of-urgency design 57:47 — The January 2026 currency inflation play 1:18:21 — Township is a UA funnel, not a tycoon 1:19:32 — The Reverse 4X concept 1:23:08 — UA creatives archaeology: 2019 → 2026 1:47:38 — Is Playrix now bigger than Dream Games? --------------------------------------- Matej Lancaric User Acquisition & Creatives Consultant ⁠https://lancaric.me Felix Braberg Ad monetization consultant ⁠https://www.felixbraberg.com Jakub Remiar Game design consultant ⁠https://www.linkedin.com/in/jakubremiar --------------------------------------- Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it! Hit the Subscribe button on YouTube, Spotify, and Apple! Please share feedback and comments - matej@lancaric.me --------------------------------------- If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric Do you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai 💬 Comment below: do YOU remember Facebook Canvas? 🔔 Subscribe to stay two and a half steps ahead