Hello 👋
Welcome to the 31st edition of Sfermion’s Collider where we highlight the latest & greatest news in the world of web3 and gaming!
Weekly, we aim to drop a curated list of the most exciting stories & updates that we believe are enabling the emergence of the metaverse.
Feels great to be back in action everyone :)
If you're looking forward to reading this edition of Sfermion’s Collider, please don't forget to subscribe below, share within your network, and follow Sfermion on Twitter to get the latest! Check out our Seam (💰) bio here :)
Web3 Updates
Robert F. Kennedy Jr. Wants Bitcoin Backed U.S. Dollars and Tax Breaks for Investors
Gensler | Gensler wants fresh $109 million to help SEC rein in 'Wild West' of crypto : Securities and Exchange Commission Chair Gary Gensler asked senators for additional funding for enforcement and technology at the markets regulator, in part for its enforcement activity in crypto markets.
Microsoft & Meta | Forging Long-term AI Partnership
Chainlink | Cross-Chain Interoperability Protocol Mainnet Launch : CCIP enters Mainnet Early Access phase on the Avalanche, Ethereum, Optimism, and Polygon blockchains.
Polygon | Polygon 2.0 Tokenomics Released
Starknet | Appchain Framework Announcement : Ethereum Layer 2 Starknet introduced “appchains,” a framework facilitating the creation of multiple application-specific blockchains within its ecosystem.
Solana | Introducing Solang : Solana announces Solang, a compiler enabling developers to write smart contracts on Solana in Solidity, the primary programming language of Ethereum.
Tezos | Introduces EtherLink : Etherlink allows developers, projects, and users to experience the power of a fully decentralized, EVM-compatible L2 solution on Tezos. Designed to empower developers and businesses, it opens up a world of secure and scalable applications.
Christie’s & Gucci | Gen Art Collaboration : Christie’s and Gucci are teaming on a collaborative auction dubbed “Future Frequencies: Explorations in Generative Art and Fashion.” The auction will be open for bidding from July 18 until July 25 and offer 21 NFTs from leading talents in the digital art space
Thirdweb | Acquiring Paper : Web3 Infra provider Thirdweb has acquired Paper, an industry-leading web3 wallet & checkout solution.
MetaMundo (💰) | Launches Avatar One - Next Gen Avatar Platform
Paragraph (💰) | Wallet-based Newsletter Delivery
Lens Protocol | Introducing Lens V2
Mantle Network | Mainnet Launch
Push Protocol | Push Protocol announces web3 Twitter Spaces competitor ‘Push Spaces‘
Gaming Updates
Google | Changes Play Store Policy and Allows NFTs in Apps and Games
Neopets | Cancels NFT Game After Raising Money From Polygon, Avalanche
Sony & Microsoft | Both Parties sign deal to keep Call of Duty on PlayStation
Microsoft | Extends Activision Blizzard merger deadline by 3 months
Kahoot | Kahoot gets acquired in a $1.7B deal led by Goldman Sachs, Lego and more
Roblox | Introduces Developer Subscriptions and Real-World Goods Purchasing
Roblox | Open Beta Launch on Meta Quest VR Headsets
Crunchyroll | One Punch Man game for PC and mobile
Ubisoft | Becomes Cronos Blockchain Validator
Might Action Heroes (💰) | Open Beta Launch
Saga | Draws 224 projects to its Web3 scaling platform in less than a year
Data.ai | Mobile gaming market in H1 2023 showed a further decline in revenue
Research & Interesting Reads
Drake Star | Global Gaming Report Q2 2023
Bitkraft | The State of Web3 Game Developer Tooling
a16z | The NeverEnding Game: How AI Will Create a New Category of Games
Naavik | What Big Publishers Think of Blockchain Gaming
Nansen | Arbitrum and Optimism Updates: L2s in Action
Molecule | IPTs: A gain of function for IP-NFTs
Fuel Labs | Account Abstraction for Everyone Else
Deconstructor of Fun | Lessons Learned From My Startup Journey
Everyrealm | Gaming a Shared Universal Language
NFT Drops & Updates
Louis Vuitton & Pharrell | Phygital LV Bag Drop
Patrick Mahomes | Unveils Museum of Mahomes
OpenSea & Skyborne Legacy | Genesis Free Mint
DEAFBEEF & Bright Moments | Collab Drop in August Teaser
Notable Raises
Siemens Invests €1bn in Erlangen Industrial Metaverse Hub
Polychain Capital | $200m raise
Mo & Andrew's Curated
Macro Tweets
7,213
House Republicans’ long-awaited crypto market structure bill is here
The bill focuses in part on the regulatory roles of the CFTC and the SEC in the crypto market, as well as classifications for digital assets.
The bill bans stock trading, stock ownership, and blind trusts.
Web3 Tweets
With the final proposal live and the road to Polygon 2.0 laid out, we want to share a commemorative open edition NFT to mark this monumental moment
Mint your NFT with @Suku_world on Twitter.
STEPS ↓
of a VC.I interviewed Ken Deeter, a general partner at Electric Capital.
We covered:
• How VCs think about bet sizing
• Getting hired as a researcher
• Electric's investment thesis
• "Taking Profits" as a VC
• Book recs
Here are 12 alpha-packed insights:
"Co-Create" and "Profit Points."
We will also be rewarding 50% of the profit of THE DISCO BALL IP to our community of creators and fans
NFT Tweets
Through this partnership, we will grow the Doodles ecosystem by creating a real life emotional connection with thousands of new people, spanning generations.
Here's how:
This summer, Yuga Labs is going global. See below for our upcoming speaking and community events tour.
First stop, Tokyo! Tickets for the Tokyo meetup available on Tokenproof: tokenproof.xyz/events/yugacom….
I see Doodles, BAYC, and CryptoPunks in the promotion
Is all publicity good publicity?
With NFTs expanding beyond just collectibles, pioneers are using DeFi mechanics to inject liquidity into these assets, creating novel financial markets.
Let's explore the current state of NFT financialization
Opepens 
Every address on Zapper now generates a unique Opepen instead of the traditional blockie
OTC trades drive the collectors’ market and with PudgySwap, we are proud to offer our community a seamless way to find their Forever Pudgy.
Gaming Tweets
Revolutionizing player growth.
New Gameplay modes
New Card Bonus
Club Facilities
3D Cards and more!Get ready
Open Beta is here. Live permanently, anyone can play.
See you on the battlefield.
mightyactionheroes.com
AI Tweets
Create episodes of TV shows with a prompt - SHOW-1 will write, animate, direct, voice, edit for you.
We used South Park FOR RESEARCH ONLY - we won't be releasing ability to make your own South Park episodes -not our IP!
BREAKING: Zuck just announced that Meta will be open sourcing Llama 2 with Microsoft.This is a massive announcement for a few reasons...
1) This could kill a number of the open source LLM startups.
Mosaic, Red Pajama, etc. are in major trouble.
The $1.2 billion @MosaicML…
Tough? Yes. Necessary? Absolutely.
The results?
Time to first response went from 1m 44s to INSTANT!
Resolution time went from 2h 13m to 3m 12s
Customer support costs reduced by ~85%
Here's how's we did it
Random Tweets
The winner will receive $516 million after taxes.
💰 = Sfermion Portfolio Company
Curated by @mopat1214 + @AndrewSteinwold
If you enjoyed reading this edition of Sfermion’s Collider, please subscribe below, share within your network, and follow Sfermion on Twitter to get the latest! Check out our Seam (💰) bio here :)
Note: All information in this Newsletter regarding any company or investment is the sole responsibility of the company providing the information. Sfermion, and its affiliates, makes no representation or guarantee to the accuracy or completeness of the information presented. Sfermion is not responsible for any information contained in any links outside our websites and official social accounts.
Sfermion does not offer investment advice/analysis and makes no recommendations on how to act. Information regarding any company or investment in this Newsletter, including any links to information on our website, should not be viewed as an endorsement or recommendation of that company or investment for any purpose whatsoever. Any person receiving this Newsletter is encouraged to consult with their own financial advisor, or relevant personnel, before making any investment decision.
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