Where the 12–15% on $PLAY comes from
Once a month, the operator pays a fixed lease on every claw machine. That lease is where the yield on $PLAY comes from.
12% at launch, from a fixed lease paid before the operator, with 15% as the target.
Where does the money come from?
A fixed monthly lease from each of the 200 machines. It comes out of what the machine takes in, before the operator takes their own share. The company keeps a 10% fee, pays $PLAY holders in USDC, and puts the machines' cost, as it comes back, into more machines.
The machine
Coins and card plays go in.
The lease
Fixed, paid first to the company that owns it.
The fee
The company keeps 10%.
You
12% a year at launch, monthly, in USDC.
Why is the lease that size?
It's set well below what these machines have earned. The number comes from their gameplay history, and claw machines run on high margins: one costs about $1,000, sits on a site the operator already runs, and takes cash from the first day. We could have set the lease higher and shown a bigger number. We chose one the machines cover easily, so the gap between what a machine takes and what it owes is both the operator's margin and your cushion.
Why 12% at launch?
12% is what the lease comes to at launch. The $227,500 raise puts $200,000 into machines, $20,000 into the Meteora pool you can sell into and $7,500 into setting up the company that owns the machines.
What moves it toward 15%?
A growing fleet and the pool's trading fees. Each lease payment returns part of a machine's cost, and that capital buys more machines inside the company, so the fleet grows while the raise stays the same size. The programme target is 1,000 machines by December 2027. Neither is guaranteed, which is why 15% is a target.
Is it fixed or variable?
The lease is fixed, and the yield you receive varies. It moves with the size of the fleet and what the pool earns. A strong month at a machine doesn't raise the lease and a weak month doesn't lower it.
What about a bad month, or a great one?
Either way, the operator absorbs the difference. A bad month comes out of their share first, and your payment only falls if they can't cover the lease at all, which is where step-in rights and reassignment come in. A great month doesn't pay you more, because the extra goes to the operator, and that's what gets an operator to agree to be paid second.
How do I check it?
On Solscan, on the Uptime page and, after the first month, on the Dashboard. Each machine carries its own peaq Machine ID, and Chainlink's nodes reconcile its plays against the revenue collected and the lease paid each month. NAV is attested monthly, posted onchain and pinned to IPFS, and the holder snapshot is reconciled to mint supply before payouts go out.
Coins become a fixed lease, the lease becomes a monthly USDC payment, and recycled capital grows the fleet behind it. DualMint's existing marketplace has paid depositors every month for 16 months at 15.72% realised net, with zero operator defaults, on different machines. Bill and I have both deposited.
If you want in
The raise is closed. $PLAY is live on Solana.
Targets and past distributions are not guarantees. $PLAY carries risk, including loss of capital and limited liquidity in the Meteora pool. Not financial advice.
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