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

monthly basis.
What do you what do you think is the D365 retention of users spending over 5K?
Uh that's a very specific question.
Like like it must be 100%. Like they don't lose users that spend money like they don't do that.
No, like the DAO percentage of like payers versus nonpair is extremely high with this game. It's 4 a.m. and we're rolling the dice [music] drops knowledge made of golden ice with making those coins. Jack ups worlds chasing the sky [music] with the two and a half gamers the midnight crew talking UA adverts and game design too. Mat Felix Shak bringing the insight. We're rocking those vibes till the early daylight [music] master on the prize tracking data through the cyber space. Felix stacks colors like a wizard in disguise crafting real to the high. Two and a half gamers talking [music] smack. Slow hockey thick got your back. Ads are beautiful. They light the way. [music] Click it fast. Don't delay. Uh-huh.

Uh-huh. Uh-huh. [music] Only better ideas. Only better ideas. Hello everybody. Welcome. What? What was that?
I said hi.
Hey.
Hello. Hello.
Hello.
This is what babies will do to you.
This is what babies will do. Exactly. And welcome to another episode. This time we are actually covering a game and the game is called Coin Master Board Adventure. And I'm excited as hell because these are my favorite games. favorite games in terms of the monetization and the UA and pretty much everything and admon as well for you Felix, right? So yes,
I mean there's rumors that there's rewarded ads in here, but they're not

confirmed
by you. Yeah,
exactly. So yeah, hello, welcome again. My name is Merich.
I'm Felix Sprawber.
And I'm saving this because we need a little bit more energy.
You should definitely save this. Yeah, you should definitely save this.
Let's start with the game because it's actually interesting stuff.
Yeah, it's interesting stuff. Yes, is my favorite ever.
Okay, so I guess you've been waiting for this because this has been talk talk of the town for some time now.
Play match or what is that?
What do you mean like he's not talking about this? Everybody's talking about that.
This is talk of the town.
If if it will make it or not, that's it.
Okay. In that regard,
of course. I hope we are here to answer that question.
Uh we are here to give you a better guesstimate.
That was very poor. So I guess thank you very much for coming and we see you next time. The shortest episode ever.
Okay, go.
Yeah. So this is Coin Master Board Adventure. So it's the obvious play by Moonactive to counter Monopoly Go. This

is not really like people keep telling like this is a reskin. This is this or that. But it still has its own legs and we'll be talking about that in detail like which are the differences, which things are taken, which things are there. I would say and and one thing maybe let's get to the numbers because I always
Wait, go back to that screen.
Which one?
Go back to the game screen.
Yeah,
there's so much going on there. Do you see there's a Viking ship? There's a dragon.
You haven't seen it. Once I start Once I start pressing the button, you will see how so much.
You should buckle up, my friend. You should buckle up, my friend. I know, but [laughter] come up.
Put on sunglasses so you don't get future is so bright.
You can play now.
Nice. There we go.
Man, this thing on the left, the offers were like literally like on the dragon like they were there like everywhere.
He's sitting on the dragon.
Yeah, you'll see some some old tricks. But one important tidbit that I wanted

to to show is that if we go into moon active portfolio and actually look at the good old coin master um coin master
it's less than 75 million a month.
It's like it's still 70 million a month like four years.
This is the thing that you need to understand about coin master. It's a straight line basically like monopoly go here or there doesn't matter. Coin master
it's like it's like a plow horse. It's just like oh what is coin master doing 70 million. Yeah.
Yeah. Exactly.
Exactly. Down.
Yeah. Exactly. And like you know we still don't see the D2C revenue and you know Israeli companies are chronically high on D2C revenue. So if Playa is what like 40% I cannot even imagine how much Moon Activist on.
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Yeah. So what I'm saying is it's really important especially with these guys because again it's not the industry rumor or whatever about golden tablets that social casino companies were sending their like top VIP players. It's like this has been done a lot of times. So
what do you what they do that play ticket does that
I know but that's what I'm saying. So again coin master is extremely stable in it in it giant scale.
What's the downloads? Wait show me the downloads. Donald's are, you know, seasonal, I would say.
Machi, wouldn't you say they need to call a UA partner?
Yeah, I was about to say just making fun

of me. I know. I was actually to say the same thing because you know [laughter] well guys you should you should call PVX partners because that's your best marketing partner and go to pvxpartners.com to get the UA funding because then you can grow your revenue and your downloads as well to pvx partners.com
any more ad reads in there AI [laughter] watch it
can come up with I think that's fine.
No. And this
I can play the shown right playable episode.
No, no, no, not not this time. Anyway,
this just shows you like how good they are squeezing the money because the DAU of coin master is what like it's one/ird of it or what it was.
Yeah, but still the same money but still the same money basically. What do you what do you think is the D365

retention of users spending over 5K? Uh
that's a very specific question.
Like [laughter] like it must be 100%. Like they don't lose users that spend money like they don't do that.
No, like the DA percentage of like payers versus non-payers is extremely high with this game by this time. It's just extremely high. So that's there. Yeah, that's just wanted to say. And if you're looking at this, we can also look on the other side of the river, which is yeah, downloads, which Coin Master Board Adventure is currently kind of wiping the floor here because it's scaling like crazy. But on the revenue side, of course, Monopoly Go is still Monopoly Go. So even though it's not in its best shape as it was, it's still the biggest and the most uh money making social casino. I [ __ ] dead game.
It's It's again very stable.
Wait, wait, wait. No, no. Why Why do you call this stable when it's declining?
Exactly. I'm not sure.

And why do you call when it's like dead when it's incre No, you have to explain this. What do you mean?
No, it's stable. It's stable.
What? The declining hedgehog that you used to.
Exactly. Yeah. [laughter]
Declining hedgehog.
Maybe it was stable in 2020. What is it? 2025. Let's see. But then since then, it's going down. It's going downhill.
Yeah, but it it's, you know, it like
Let's go active users.
Yeah,
let's go active us. Oh, it's stable as well. It's almost time.
It's all time low. Yeah.
Yeah, it's is very stable. It's very stable. Anyway, so
all time low. Yes, it's very stable. I want to have that on the on t-shirt right next to right next to the question like how like what can you can you guess 365 revenue for for players who play who paid five at least 5,000 that would be also good good t-shirt. Anyway, let's get to the actual game.

So, we have the typical setup of a social social casino kind of coin. Let's start with the game and it's 10 minutes and we didn't even play the game.
No worries.
But we did two ad reads and that's what matters. [laughter]
Yeah, we did two ad reads.
Oh, wait a second.
Yeah. So, our
can't see it's so much so much blink.
So much winning. So, typical stuff is happening. You know, we have the PVP can of destroy raid loot your enemy player.
Felix, by the way, these are your sunglasses.
Nice. Yeah, I thought I recognized them. The thing is that again you see how how big this tab is going and once even I press the button it's already fired up like events for instance this one there's like literally this is a 10-minute event by the way they have these
10 minute
yeah flesh events when you press the button like they this is completely common with both monopoly go and master now like it's a standard now because the live ops is now like so pushy that is running these like five minute events 10

minutes events like this is like go go go go because you see here 100 150% on everything. So like let's roll and like spend all energy and everything.
The button even gets golden.
So we are going and this is pretty much all firing up in the meantime. And this is a typical gameplay. Like nothing really, you know, changed here. We just don't have like a cannon or whatever. Yeah, I'm pretty much good in the tournament. So we are going around this kind of a board instead of a slot machine which is pretty much the same. is just a visual like there's isn't really that that many changes. The thing is that they implemented their typical pets mechanic which again is not in monopoly go where my pet is unfortunately sleeping because I don't have
of course you need like I'm hungry and he sleeps and if you give him food which you need to buy or or get from consumables in the game he will give you 32% increase on rate earnings and you know feed him XP and like make him him

stronger basically and then where we are then you can get an wolf and a bear or whatever egg. By the way, this changes throughout the day. I don't know why because before this was a fox, now it's dragon.
Maybe it's a like a Pokemon. Sure, sure, sure, sure, sure.
I hope I can hit the timer before energy runs out, but whatever. Anyway, I want to show you how the like the usual kind of out of energy setup because every single social casino game like coin l game, once you hit run out of energy, there's a specific popup sequence and you'll see it how big it is. So we go a few more steps and then like most probably run out of energy. Yeah, this is just shields. There we go. And we are running away of energy. Yeah, we are. There we go. So first one popup to get energy. X first offer X. Invite your friends. Invite your friends.
All the reviews. This is what all the reviews are saying that you have so many popups.
Invite your friends again for the third

time. Yes. only now I can do something in the game. So five popups basically immediately in your face run as you run out of energy. Monopoly go has the same. I think they have three but every single coin loot the game has it this way. Okay so some mechanics that they have from Monopoly go this kind of community chest where you invite other friends and stuff like that. They I think they were the one started it hopefully. Hope social casino people don't kill me for this but I'm thinking this is theirs. The other big very big difference that we see here is the collectible card album because Coin Master has a static album and they also have it here which means these are static and they are not seasonal. So you just collect them slowly and you pretty much get the reward and then they disappear. Like I literally collected already four or five and they just disappear. They give you the reward either unlock a feature or just give you no fixed energy or whatever and you go and this goes for like forever pretty much that's there. So they have a static

album instead of monopoly go where there's only seasonal and they have a seasonal on top which works a little bit different because here
it's like coin master on steroids. It's different different setup pretty much like because their seasonal one the first thing that you see here of course there's not the grand prize the cosmetic that the monopoly goes has like the monopoly token or whatever that is or whatever royal match is using and the double bottom and stuff like that. It's always giant pet XP and giant energy within all of these kind of collections which is just like higher and higher rarity therefore bigger and bigger rewards. But then there are these emotes which you need to win in events, not even in the album. So you need to win these emotes and only that and the cards and then you get the grand prize. So it's actually harder like much harder it seems than the normal album. So that's like one of the bigger differences here. Then we have all these other you know

events and stuff like tournaments, live ops like this, this has been firing pretty much forever. Like once this ends, it just goes into new one that's there. These are the flash events as I said. This is some kind of a progress pack, whatever something something just we give you more stuff. Same same goes for this. And then the kicker, we have additional cores. So first core that unlocks when you start playing this is merge. Literally a merge core unlocks. You can even, you know, speed it up if you have a lot of energy. But basically by playing the game normally, it gives you merch energy. You go here and you literally summon merch and you can complete the board and we can speed it up even. Yeah, of course we can. This this is also like the big difference between coin master and all these other live ops games. Whereas in their live ops, if you run out of energy or like you cannot continue, they push you to play the core. Whereas coin master and both coin master board adventure, you can even go to the shop and buy the card packs. I can literally go and buy the

card packs right here for soft currency which is scaled by the way.
So the higher I am the higher higher the price
which is completely different and again like a different paradigm pretty much compared to royal match or monopoly go. So yeah we were at the merch setup in the merch you basically played some very easy merch thing like you can take the math like how much these tokens take because like
every time I got here this will take double the time here.
Yeah. And double the time put the time here whatever exponential stuff. So that's there um and then again nothing permanent comes out of this. It's usual energy and money that's it and then there's one more core which is literally ingrained into the bottom UI and you can guess which it is energy base one so you go in and you click on these things and the pig just comes to it and they destroy them and pick it up. That's it pretty much. So clone like this is this is it basically. It's very primitive. It's not the usual like story and going

here and small puzzles. It's just clicking on stuff and very very streamline clone like like nothing really to it. Uh again it's seasonal. Uh this is whatever in 20 days or something. And on top of it they have this bombs puzzler which is you need to have these bombs. When you get like remove these blocks, you find the 15 oil whatever something and then you move on and it gives you a lot of water to get the water or whatever oil or something to feed your tree and your tree is basically an idle mechanic because it's giving you energy that you use in the energy loop in this mini game.
Would you say this game is deep on the feature set? This one is actually it's not that deep to be honest. Like if you compare it to something like Township, Township is much more deeper with these kind of loops. This is very
17 years old of content.
Yeah. But I'm just curious like how quickly do you think a game like this

monetizes? Is it like day three or is it day 12 or is it days
zero immediately?
Day zero right away. Really zero. You run out of energy like immediately.
Yeah. Like session like what 15 20 minutes goodbye energy. They they are stingy. Same as monopoly go like you run out of energy very very easily. And remember that you have these multipliers always like this can go all the way to 50 or 100 or whatever. It's always scales compared to how much energy you can have. You can have shitloads of energy. You can have like thousands of energy and it will just like you go by 100 and then then you go. So again this was another core that they have here. You see how like I can pretty much start moving this because there's so much kind of live ops events happening. Basically, this is the Frenchest one. At some point, clan mechanic unlocks next village on like village 10. So, that's there. You see this trade cards thing. This is really important because you can trade cards. But also, once the seasonal album actually was unlocked, this unlocks on village 9, which I'm

currently as. I had to literally screenshot it to show you. This is what pops up on your screen as a popup. So, they immediately try to move you to their Facebook group because they know where you can go and trade those cards, which is the main driving mechanic of these collectible albums. It's not the collection, it's the outside of the game trading thing that needs to happen. Just keep that in mind. So, this is happening and it's happening exceptionally well here. Yeah. So, that's there. What's new? As I said, like the balancing I'm guessing is a little bit different, especially with these like, you know, you can buy pretty much everything with money, which is a little bit different than Monopoly Go. The map and everything like I don't seeing that it's even changing or whatever because Monopoly changes the visual on your board. These guys change the visual of your village. Monopoly changes actually
the city changes. Yeah, the city changes.
Monopoly changes both the visual of the like behind the board and around it and and the village. They just change the

village. So, it's actually more um efficient from content production perspective because these guys are just changing the villages like this stays the same. Like there's no whatever. I'm guessing maybe during Christmas this will change or whatever some kind of external events but it's easier. It's also quite easy to read out because the board if I understand is smaller and just like the big runs around it faster. So that way I think maybe you feel a little bit more progress but you know who cares. The big question is what are different cores that they are switching here? Like if let's say if this merge thing ends, will there be like a match three one or will there be a sort one or whatever? Like I wouldn't be surprised if they have more of these. But yep, that's there. And then yeah, I guess it will boil down to the usual question which is how will this go against going monopoly go with UA because like yeah, it has all that it's supposed to have. Does that even mean that how it's going to go against monopoly go in UA?

If they can card out their own market share. Let me end with the numbers and you can take from the UA. So this is currently doing something around 300K a day which they started scaling literally you see the big spike setting off on March
featuring man here featuring they got featuring and then since then start pushing. So it's basically that was like the official global launch. No huh?
Yeah. Yeah. So they're doing something like DK downloads a day. So
it's not bad.
Yeah, it's not bad. Let me get this out and see the country filter here. So it's what 17 20k US daily. That's pretty expensive.
Yeah. So if you go to category itself, they're doing definitely
they're getting pretty good amount of downloads.
Yeah. They're going very very big push here still
number one
top ton is also still on top here but I guess the revenue one it's oh yeah still

five
still pretty good
yeah but like yeah they're fourth they're fourth of course
yeah they're five which is like only two spots from top three
let's go to UA
let me double check that okay
yeah sounds about right man I don't even know like what to tell you guys I mean they are obviously running UA but like the creatives must be very similar to Monopoly
master
or in coin master.
Well, I'll just start with this which is kind of like where they are running which is pretty much all the major UA channels. No surprise. No surprise, but it was different, let's say, two months ago. And I think like it started to change when they started pushing a bit more because here now it's kind of even with Facebook up and lift and whatnot like all the DSPs. There is more local as well and unity. But okay, let's do the creative site, which again I'm not super excited about, but we need to

still talk about it because these are I mean I'm now showing you only Facebook and only new new creatives, right? So, and there is lot of them obviously and this is classic kind of monopoly go type of type of creative all 3D very flashy and interesting and really polish. Yes, high production, very polished. I get it. One minute long. I mean, I guess too long, but I totally understand. Totally understand. Again, so many so many ways how to show the board. It's very close to how many how many times can you kill the Greek King Richard? But there are also like these different things which look not as polished, but this is way more interesting for me.
Alter gameplay.
Yes, exactly.
That's actually quite cool.
Yeah, we have

Yeah,
but looks more like Plunko or Plinko, whatever it is.
And then you have all this this
AIP. Yeah. And I like how you just said it right away because this is absolutely AI lady and this AI person is also very AI. He's out for a quick walk.
Especially if the guy behind him is walking through his legs.
Yeah. Yeah. Exactly. But there few more few more AI stuff. I'm not sure this is actually real. I would say no. Oh no. Actually, no. It's 3 seconds. Yeah.
Looks AI. Looks h it's hard to say because they have a lot of AI stuff. At least uh
this is also AI.
No, no, really.
This is a chp image.
GPT image. Exactly. Exactly.
Yes. Exactly. Exactly. There's more of these, but there's also like the lady here with with coffee and then with the

eyes are
surprise.
Yeah. Yeah. Exactly. I mean, I have no idea. Well, I do have now after working on one game which we should definitely cover and we wanted to cover how to market this type of game. I mean, who am I to judge and who am I to tell these guys how to how to run this? But it's very similar to match three and forex and all this [ __ ] I mean, you don't really show the board to get the gameplay that much.
Yeah. I mean, not AI influencers and and this, but definitely more people and more UGC stuff way more because that's that's what they did with coin master a lot, right? It worked really well.
Biggest that worked best for coin master was JLo. No,
I mean all these yes in JLo, I guess that what was it? Terry Cruz,
Kardashians,
Kardashians as well. And that that type of UGC, but you don't really need to do

it for Coin Master board adventure yet, but eventually you might end up doing that. But this is not, you know, again this lady all this stuff. And this is new creatives only. So we can go back and check because I was looking at Facebook only.
How many running? One and a half.
One sec. Yeah. One second.
All that one and a half. Yes. 1 and a halfk and obviously I plug it in and [ __ ] done for playable.
So I told my boss I made a [music] playable app with playable maker and he said to me what language did you code it in? And I said I don't know with playable maker all you do is drag [music] drop click and it does it all for you. So again he said what language did you make it in? I [music] went I don't know English. At the end of the day as long as a playable maker does it all for you why do you care? [music] It's just like magic which is great. And this looks also pretty cool, but we've seen that before. So that's why I always say I'm not really very keen on like reviewing this because it's everything is the same. It's just different angle

color.
CPI here are in the US
giant.
Giant.
Yeah. But like what 50 60 90
more I would say more at the best. The thing is that social casino didn't really find his magic trick like forex did yet in its full form
really kefir anyone
until kafir doesn't achieve the scale you know it's
but still it's the same thing
tycoon and all these things like it's great idea and everything but they still hasn't achieved the scale
but top tycoon is doing less than than
yes is
because it's not because their social casino or the low coin looter whatever it's Not exactly. It's not even close to with like features and all the live ops stuff as these.
Yeah. Like if this would have idle village.
That's what I'm trying to say. It could maybe work much better.
Yes. Like 3x the revenue. That that's my assumption.
Yeah. Yeah. For sure.
Because yes, this is great on

monetization side, but you know, could definitely use some help from
this creative before. We've seen exactly this creative before. So that's I mean okay this is this is such a great AI
fake AI host. I love it.
No it's like exactly this is good point you know
fake host. Yeah exactly. But it's it's great. I like that because actually it's something different.
Maybe this is a real person. I don't know. Oh no. Here is not maybe
it is a real person.
That's a real person. real person. Here's a real person. So, more of these, but actually, so maybe not.
Yeah, but you're right. If I'm looking at just briefly at Monopoly current creators, they're barely running any core gameplay.
Yeah, of course. Of course they're not. I mean, they were running the board before, but you know, it's not the golden cohort anymore, and you just it's

not going to cut it.
And even Monopoly,
we're doing 15,000 creatives currently. Yeah.
So,
and still lower still lower daily downloads, like monthly downloads.
Well, it's getting expensive.
Yeah, that's the thing. So, so this is what like Oh my god, that's is that's the best math. So, these guys are doing 2.2 million downloads and Monopoly Go is doing how much?
1 point something. No,
uh 1.8 8 but 10 times the creative volume.
Yes.
10 times
different, you know, life cycle or
Yeah. Yeah. different life cycle obviously.
Very very different. I wonder like why didn't you they don't just use like all these board RPG new types of stuff the the mini tails from our friends from from load complete like these types of creatives something different which is a

little bit more which will drag the players a little bit further away from the actual
board DND like RPG
I will show you
board game style
not board game style, but the board kind of RPGs. We discussed it with I think Voodoo had one or Rolik had one. It was very casual type of It was still board, but you were fighting. Depends on what where you landed on the board. So, yes, like way more casual. And let me just show you.
I remember you were rolling dice and you were
Yeah, just jumping. Yeah, exactly.
I think Rollic has it.
Yeah, Roic. This is this is very similar as a new game
which is borish. One sec. So let's say something like
Mhm.
Not exactly but
okay
something like this. See
something close to a daiso. Okay now I see.
No this is what I meant. So something like this right. I mean try

kind of gets away the feeling of you playing social casino.
Yeah exactly. That that's like why like this whole monopoly go thing is there like the board board game of course innovation hiding the old machine.
Yeah. Yeah. Yeah. But I mean
but this was there from the times of Piggy Go like Piggy Go is basically this on the visual side.
Yeah.
If if you look at it.
Yeah. Yeah. Yeah.
So that's I mean that's that's pretty much it.
Yeah. There's as much as they can do.
I know. But they know it's very powerful because you know remember the old days when when pirate kings had the spin wheel and they change it to slot machine coin master and like they won the genre basically.
Yeah. Yeah. Yeah. I know. Of course. Again, who am I to judge? It's just like
the visual of the slot machine is extremely important in the genre.
Yeah.
Extremely.
And I mean yeah would be very challenging to to run this type of game as as UA manager. Kudos for for you trying and doing all all these crazy stuff. We've been able to keep up at this.
Yeah, exactly.

Yeah, heads off. Although you can you can actually
any prediction any predictions we want to throw off?
I will throw off you of the that uh the building I don't I mean
this is the end of day.
Yes. [snorts] No, I mean what do you want to predict like if this is going to be
where
at least
bigger than somewhere
half of but and o
35 mil a month is rich man
this would be like 10
it's already seven mil a month
15 I mean it's a lounge month it's a lounge month
35 mil by the end of the year I don't think so is that bad
dude let's see let's see it's like early days
yeah but why to do some some predictions or bets or whatever. Yeah, I'm saying it's going to be 15.
15 by the end of the year.
Yes.
Okay. I'm saying let's let's end with 30,
Felix.
Five.
Five.
Five.
I mean, can be. I mean, can be.

Okay.
Can be.
All right. Let's see.
Let's see. It's going to be interesting.
Time. I said that monopoly go wouldn't go that that high and I I wasn't wasn't right. I think this this will go higher.
Wait, what? You weren't right.
What?
Yeah. Never happens. Never happens.
Did you fall and hit your head? What's going on?
Normally it wasn't and normally I pinch myself. What just happened?
Okay. Anyway, so yeah, good luck, guys.
Yeah. Tell us your prediction in the comments or in the Slack channel.
Yes, please do. And uh it's very exciting game and very exciting all of the around it. See you next time.
You being so [laughter] excited. Byebye.
I mean, come on. It's not my type of game. It's not the I mean, it's kind of the granny type of thing, but not exactly.
Not your granny. No, not my exactly. Not in my [laughter]
Yes. Thank you guys. See you later. Bye bye. Bye bye.