📁 Reports / Research / Essays
MetaPortal DAO - Game Monetization Part 2: Lessons to learn for New Beginnings
MetaPortal DAO is a research and consulting DAO, with the goal of becoming the go-to experts in crypto-native game governance, monetization and distribution
Ancient 8 - Tokenizing Fandom & Onboarding Millions of Sports Fans to Web3
Ancient 8 is Vietnam's largest blockchain gaming guild that enables everyone to build & play in the Metaverse through scholarship, education, community, institutional-grade research, and blockchain software products
Delphi Digital - October Gaming Insights
Delphi Digital is a research firm providing institutional-grade analysis on the digital asset market.
DappRadar - Metaverse Report #2: Demand for Metaverse Remains amidst Crypto Turmoil
DappRadar is a global app store for decentralized applications enabling users to track, analyze, and discover decentralized applications across multiple blockchains
CMC x Naavik: Blockchain Gaming Q3 2022 Report
Naavik is a research, consulting, and advisory firm focused on enabling games industry professionals to better master the business of gaming.
Counting on a Powerful Group of Investors for a Web3 Gaming Startup
Despite the challenging conditions in the digital asset markets, major investment entities remain bullish on the blockchain gaming industry. The role & importance of investors in Web3 projects is crucial as companies
FTX Collapse & Impact on Web3 Gaming
Sometimes, the worst thing that can happen to a firm is success. The FTX Gaming portfolio suggests a clear lack of investment thesis beyond sheer involvement. Lack of cohesion combined w/ massive growth can be challenging
Web3 Games, It's still all about Content
In the F2P world, great integrations of exciting player owned content have produced more than a few megahits. To truly create utility around digital collectibles, Web3 games will need smart designs to support those assets & deliver on the big promises. What's clear is that its still all about content.
How are NFTs impacting the global games industry
The implementation of NFTs in gaming is certainly a growing trend, one that is representative of the early days of free-to-play and mobile. As we continue to experiment, we'll eventually discover more innovative solutions that will shape the future of the industry resulting in increasingly more successful Web3 games.
Real Agency - Wizards, Nike Digital Shoes, FTX-backed games and more
Real Agency's newsletter covered Wizards of the Tower of Shade (Deck Building PvP & Adventure Game), Prometheans (Social NFT Game w/ mechanism similar to Nouns DAO), Nike announcing .Swoosh, and the damage of the FTX fallout on Web3 Games (particularly Star Atlas that had significant holdings on FTX) & Jonah's thoughts on how a "Loot Drop Mechanic Royalty System" would work
How money fundamentally impacts player motivations in Web3 Games
The introduction of monetary value into in-game items completely changes player dynamics. Web 3 games will have to explore various incentive mechanisms and game designs in order to create experiences that provide both social & emotional value while also de-emphasizing financial value as the main objective.
🎬 Podcasts / Interviews / AMAs
DoF - How do Gaming Venture Capitalists really work?
DoF - Tokenomics #20: Why Mysten Labs raised $300m to build a better Layer 1 for Web3 Gaming
DoF - Why Esports Superstar 100 Thieves is starting a Game Studio
The Deconstructor of Fun podcast dives deep into the economic side of the games industry in search of what makes them not only fun but also commercially successful.
FOGDAO - Deep Dive: AI Arena
FOGcast #21 - What the collapse of FTX means for Crypto & Gaming
FOGDAO is a decentralized community where people can express their ideas, participate in constructive debates and contribute to ongoing discussions around the future of the gaming industry
Into The Metaverse - MiniToon: Building Metaverse-Native Game Franchises
Into The Metaverse - Supersocial: Why the Metaverse should matter to Brands
Into The Metaverse - Unanimous AI: Building a Non-Exploitative Metaverse
Into The Metaverse - Gaming's Role in the Emerging Metaverse
Into The Metaverse - Chipotle: Marketing in the Metaverse
Into The Metaverse is a multi-segment podcast focused on deep coverage of the metaverse through interviews with brilliant minds who build, create for, and invest in the metaverse
Metacast - Battlebound: Ex-Riot Dev dives into Web3
Metacast - Investing in Web3 Gaming w/ Magic Eden
Metacast - How to choose a Blockchain for your Game
Metacast - Building the Web3 Marketing Stack
The Metacast by Naavik is a business-focused exploration of the companies, trends, strategies and leaders that are defining the future of games
🧵Threads
j0eferrara (Ava Labs) - UX Alpha for Games
UX Alpha for games – approaches being worked on for web3 gaming UX to onboard web2 gamers:
- In-game currency that can be accrued and converted to cryptocurrency (avoids on-chain events upfront)
- MPC wallet solutions (i.e. web3auth, magic link, etc…) that enables social logins
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lordOfAFew (Loot Realms) - Michelin Guide to On-Chain Games
The Michelin guide to on-chain games (following from @dhof guide to on-chain NFTS)
So many games emerging I guess we need to have some kind of definition around these to eliminate confusion...
1. Autonomous Worlds
2. Hybrid on-chain / off-chain logic
3. NFTs + off-chain logic
McKenna (ROK Capital) - Thoughts on current Web3 Gaming deals in Primary Markets
1/ Some thoughts on current Web3 Gaming deals seen in the primary markets:
The success of Axie Infinity caught alot of attention from traditional Gaming talent.
AXS is a primary motivation for entering the Web3 Gaming ecosystem and has been mentioned many time in decks.
Eetherway (Influence) - Games built on Web3 rails lead to more vibrant Community Tools
Games have always benefited from hobbyist developers building 3rd party tools and add-ons.
However, it's always been difficult to attain the right data because it is entirely private.
Games built on web3 rails flip the script, and lead to more vibrant community tools. 🧵 (1/10)
Andrew Chen (a16z) - Why building the Metaverse is hard
Why building the metaverse is hard:
Games startups are more like a space tech or biotech startups than building an app
To build a v1 of a new game usually takes 2-3 years and tens of millions of dollars at the low end
Apps take 6 months and <$1m
Kevin Lambert (Koin Games) - Why P2E is dead, what will take its place in Web3 Gaming & how this sparks the next Bull Market in Crypto & NFTs
1/
Here's why Play 2 Earn is dead, along with what will take its place in web3 gaming - finally kicking off the next bull market in crypto and NFTs:
Thread 🧵👇
Jonah Blake (Real Third Web) - Why On Chain Video Game Achievements will become massive financial tools
Web3 gaming is really powerful because of...
Financial Data
Player Data
Payment Rails
Activision and EA have both filed patents around player profiling. Here's why web3 on-chain video game achievements will become massive financial tools. It's not a crazy idea. 🧵
Anil Das-Gupta (Blast Royale) - Weekly take on Gaming: Slush Edition
My weekly take on gaming - Slush 2022 Edition:
Th First Light cofounders were in Helsinki this week for Slush, the world's biggest startup and investor conference.
Here are my top 5 learnings as a 🧵:
Sparkc (Wolves DAO) - How to find the next BIG & FREE Gaming Mint
Free gaming mints are putting up numbers.
Digi | 15+ ETH
Castaway | 15+ ETH
Tribo | 0.5 + ETH
Azra | nearly 0.5 ETH
I got in on Azra, Castaway & Tribo
(& had notifs on for Digi but it stealth minted at like 4am for me)
Here's how to find them + my pick for the next big one ⬇️
reNFT - Types of Gaming NFTs & how NFT rentals are set to take over the gaming market
The various types of gaming #NFTs & how NFT rentals are set to take over the gaming market - a long thread! 🧵
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📰 News / Updates / Action Items
🔍 Newly Spotted Projects
[GAME] Summoners War: Chronicles. Action RPG based in the Summoners War Universe
[GAME] Kasumi Dungeons. Indie Arcade Dungeon-Crawler being built on Treasure DAO
[INFRA] Visions DAO. Decentralized Module Stack for on-chain business simulation games
[GAME] Mystis. Game on StarkNet
[GAME] Lazarus. Open World MMO being built by Dais Labs
[GAME STUDIO] Dais Labs. Studio building out Lazarus with their first title being Animal Kart, a multiplayer racing game incorporating a play-to-mint structure to reward players for competing & racing against one another
[GAME STUDIO] Bloom Game Collective. In Stealth
[MARKETPLACE] OwnableX. Marketplace for gamers & collectors
[INFRA] Nefta. End to End Web3 Game Platform for launching & operating Web3 Games
[GAME] Project Apidom. MOBA game in the Breach.gg miniverse
[SOCIAL] Breach. Social platform for gamers
[GAME] Age of Metalands. Mystical world combining playability & ownership (By Brain Labs)
[GAME] Crypto Towns. On Chain Medieval Town Builder game by Emerson Hsieh & tax cuts
[GAME] Stratagems. Persistent & permissionless board game where 4 colors compete for control of the board
[GAME] Prometheans. Social NFT game by Giancarlo
Thanks for reading! 🥰
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