Luke Talk About Upcoming Stacked App

The Metric That Changed Everything: Return on Reward Spend

Pixels reframed incentives as spend, not marketing hype.

Return on Reward Spend (RORS):

  • $1 in rewards → $0.20–$0.30 returned early on

  • Improved over time as monetization matured

The system worked — until fraud scaled faster than content.


Fraud Is Not a Side Problem — It Is the Problem

Modern farming operations are industrial:

  • Real hardware

  • Anti-detect browsers

  • VPNs and spoofed fingerprints

Bottom-up bot detection does not scale.

Key lesson: Any reward system that assumes “we’ll just detect bots” is already dead.


The Pivot: Identifying Intent, Not Bots

Pixels shifted from device detection to behavioral intent modeling:

  • What actions is the user optimizing for?

  • What is their likelihood of becoming net-positive?

  • What downstream behavior follows a reward?

At this point, rewarded play stops looking like game design — and starts looking like modern advertising infrastructure.


Why Rewarded Play Is Still the Biggest Opportunity

Rewarded play works only when treated as a system, not a blunt tool.

It requires:

  • Targeting (right user, right moment)

  • Pricing (minimum effective reward)

  • Attribution (what did the reward actually cause?)

  • Fraud resistance by design, not detection

In other words: Rewarded play must behave like modern ad tech.


Why “Crypto Rewards” Underperform Real Money Rewards

Market testing revealed a critical insight:

  • Ads mentioning crypto performed 5–10x worse

  • Mainstream users associate crypto with risk and confusion

The solution isn’t abandoning crypto — it’s hiding the mechanism while keeping the utility.


The Path Forward: Chubkins + Stacked

Chubkins — Web2-First Consumer Product

  • Mobile virtual pet game

  • Proven free-to-play comparables

  • Focused on fun and monetization first

Stacked — Rewarded Play as Infrastructure

A B2B2C platform providing:

  • SDK integration

  • Dynamic reward pricing

  • Attribution and incrementality

  • Fraud-resistant incentive design

The goal:

Put $1 in. Get $1.50 out — through data, not hype.


Why Pixels Is Positioned to Win

Pixels has structural advantages:

  1. Operated rewarded play at real scale

  2. Learned failure modes early

  3. Web2-first execution mindset

  4. Data science as the core moat

  5. First-party + third-party feedback loops

This isn’t theory — it’s scar tissue.



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