CP//TCGINVESTMENT TRACKER v1.0
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ChimeraWerks // Portfolio

CYBERPUNK
TCG INVESTMENT

Real-time tracking of Kickstarter positions in The Official Cyberpunk Trading Card Game. $24.5M raised. Campaign closed April 18, 2026.

Total Invested
$8,348
Weighted EV
~$16,435
Expected ROI
+97%
Positions
2
KICKSTARTER EXCLUSIVECDPR LICENSEDSEALED PRODUCT1-2 YEAR HOLD

Active Positions

Night City Legend

Character: Rebecca
$7,999
Primary
Display Boxes
1,944 packs @ $4.12/pk
54
Uncut Iconic Rare Sheets
Serialized, KS-exclusive
6
Metal Card (Rebecca)
Serialized, numbered
x/99
CGC Pre-Graded Card
Factory sealed grade
1
Hanako Metal Card
Bonus exclusive
1
Beta Box
KS-exclusive, not in retail
1
Accessories
KS-exclusive confirmed
Full set
Shipping
Included in pledge
FREE
Weighted EV~$16,000
EV Range$12K - $24K
Projected ROI+100%

Netrunner Starter Kit

$349
Secondary (Brian)
Display Boxes
72 packs @ $4.85/pk
2
Starter Decks
Pre-built playable decks
2
Beta Box
KS-exclusive, not in retail
1
Weighted EV~$435
EV Range$314 - $628
Projected ROI+25%
Total Capital Deployed
$8,348USD

Scenario Analysis

BULL
20-25%

CP2 hype + anime S2 + competitive play takes off

Legend ROI
+200-300%
$24K-$32K
Netrunner ROI
+80-120%
$628-$768
BASE
35-40%

Solid launch, strong collector demand, moderate play

Legend ROI
+100-150%
$16K-$20K
Netrunner ROI
+30-50%
$454-$524
NEUTRAL
20-25%

Mid reception, niche collector interest only

Legend ROI
+20-40%
$9.6K-$11K
Netrunner ROI
-10% to +10%
$314-$384
BEAR
10-15%

Game flops, minimal secondary market demand

Legend ROI
-20-40%
$4.8K-$6.4K
Netrunner ROI
-30-50%
$175-$244
BLACK SWAN
5-10%

Company folds, product never ships or ships broken

Legend ROI
-60-80%
$1.6K-$3.2K
Netrunner ROI
-60-80%
$70-$140

Risk Assessment

Game Quality Unknown

HIGH RISK

No gameplay footage or rules published. TCG success depends entirely on competitive play viability.

MITIGANT

Collector value exists independent of gameplay. CDPR IP provides floor.

First-Time Publisher

HIGH RISK

WeirdCo has no TCG track record. Manufacturing, distribution, organized play are all unproven.

MITIGANT

$24.5M raised provides substantial runway. CDPR licensing implies vetting.

Delivery Timeline

MEDIUM RISK

Kickstarter TCGs historically ship 6-18 months late. Capital is locked during delay.

MITIGANT

Sealed product appreciates during scarcity windows.

Market Saturation

MEDIUM RISK

TCG market is crowded (MTG, Pokemon, One Piece, Lorcana, Star Wars). New entrants struggle for shelf space.

MITIGANT

Cyberpunk IP has unique aesthetic moat. Anime crossover audience is underserved.

Sealed Premium Erosion

LOW RISK

If retail price matches or undercuts KS price, sealed premium disappears.

MITIGANT

KS-exclusive items (Beta Box, metal cards, uncut sheets) have no retail equivalent.

Overall Assessment

Moderate-to-high risk profile offset by strong IP moat and KS-exclusive asset concentration. The $7,999 position carries disproportionate upside due to serialized/numbered items with no retail equivalent. The $349 position is a low-risk hedge with Beta Box optionality. Both positions benefit from the sealed-product premium curve that historically rewards patience in the TCG market.

2 High
2 Medium
1 Low

Investment Timeline

MAR 2026COMPLETED

CAMPAIGN LAUNCH

Kickstarter goes live. Initial tiers sell out within hours.

APR 18, 2026COMPLETED

CAMPAIGN CLOSES

$24.5M raised. Positions locked. No additional KS-exclusive inventory.

APR 2026ACTIVE

POSITIONS ACQUIRED

Night City Legend ($7,999) + Netrunner Starter ($349). Total: $8,348.

Q3-Q4 2026UPCOMING

PRODUCTION & PREVIEW

Card previews, gameplay rules reveal, competitive format announcements. Secondary market speculation begins.

Q1-Q2 2027UPCOMING

ESTIMATED DELIVERY

KS fulfillment ships. Sealed product premium window opens. First secondary market pricing.

H2 2027UPCOMING

RETAIL LAUNCH

Mass retail availability. KS-exclusive items become scarce. Sealed case premium accelerates.

2027-2028UPCOMING

EV REALIZATION WINDOW

1-2 year hold period for full value realization. Franchise catalysts (CP2 DLC, anime S2) drive collector demand.