The Fusion of Gaming and Finance: How Stablecoins Are Fueling the Future of Game Stocks

The recent surge in game stocks is closely linked to the stablecoin theme. The reason is simple: game companies are no longer just content creators—they are laying the groundwork to evolve into digital economic platforms. At the core of this transformation is the issuance of stablecoins. Let’s explore the correlation and the benefits game companies gain from issuing stablecoins.

First, stablecoins help game companies reduce in-app payment fees. Apple and Google charge a hefty 30% fee on transactions, significantly undermining profitability. However, by encouraging transactions through their own stablecoins, game companies can bypass or minimize these costs. This model becomes especially viable for web-based or blockchain-based games, where it represents a near-revolution in monetization.

Second, stablecoins have use cases beyond the game ecosystem. Regular in-game currencies are limited to their respective games and lack guaranteed value outside them. But stablecoins, being pegged to fiat currencies, offer price stability—making them more likely to be accepted in broader digital ecosystems. This enables game companies to go beyond content production and evolve into payment networks, marketplaces, and platform intermediaries.

Third, stablecoins can protect in-game economies from inflation. For example, WEMIX by Wemade has shown high price volatility, which undermines item values and player trust. A stable, fiat-pegged currency is necessary to maintain price consistency in the game economy, making stablecoins an essential solution.

Kakao games

NC soft

Wemade

In fact, companies like Kakao Games, NCSoft, and Wemade are actively developing stablecoin-based ecosystems, earning increased attention from the market.

These firms are no longer seen as just game developers, but rather as Web3-based digital economic leaders. The recent rally in game stocks is likely not a short-term bounce, but a reflection of structural optimism toward financial and platform expansion.

The convergence of games and crypto, and the new platform ecosystems they create, may soon link with the metaverse and global digital commerce. This is why investors should focus on game stocks—not simply for earnings, but because they represent a strategic shift at a turning point in industry structure.