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Sfermion's Collider #39

Curated news from the world of web3, gaming & entertainment, AR/VR, AI, macro, and more

Sfermion is an investment firm focused on backing the founders building the metaverse.

Hello 👋

Welcome to the 39th edition of Sfermion’s Collider where we highlight the latest & greatest news in the world of web3, gaming & entertainment, AR/VR, AI, macro, and more!

Weekly, we aim to drop a curated list of the most exciting stories & updates that we believe are enabling the emergence of the metaverse.

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

Citigroup Launches Digital Asset Solutions for Institutional Clients (link)

Busan, South Korea's second largest city, to build urban blockchain and digital asset exchange, and raise for a 100 billion won (75 million USD) blockchain fund (link)

PayPal Stablecoin ‘PYUSD’ is Now Available on Venmo (link)

Optimism announces new $26M airdrop to over 31,000 addresses (link)

Optimism is selling 116M of OP tokens ($162.4M) in a private sale split among seven purchasers with a two year lock-up (link)

Grayscale Investments files for new ether futures ETF (link)

Aptos Foundation and Flowcarbon partner to deliver high-quality carbon removal credits issued and retired natively on Aptos (link)

Animoca Brands and Honda Unveil NFT Strategy for F1 Events (link)

Cygaar, prominent crypto influencer and engineer, announces Frame Network - an NFT-focused L2 for creators and collectors (link)

Injective, has released the testnet of its inEVM Layer 2 rollup solution in partnership with Caldera. This allows Ethereum applications to run natively on the network. (link)

Eclipse Launches Ethereum Layer-2 Running on the Solana Virtual Machine (link)

Canto to Migrate to a ZK L2 Powered by Polygon Chain Development Kit (CDK) (link)

Polygon Labs proposes facilitating Celo's migration to Ethereum Layer 2 with CDK (link)

Vivek Ramaswamy Is Drafting a 'Crypto Policy Framework' (link)

House Committee Passes Bill to Ban FED from Creating a CBDC (link)

SEC embroiled in court cases; Hester Peirce says crypto firms shouldn’t give up on US (link)

Bybit suspends services in the UK after CEO Zhou said exit was likely (link)

South Koreans Hold $99B of Digital Assets Overseas: Tax Service (link)

India ranks second in global cryptocurrency transaction volume, Chainalysis says (link)

Andreessen-Backed Fintech Eco App ‘Doubles Down’ On Non-Custodial Crypto (link)

OpenSea introduces Creator Studio, a new hub (launching soon) that will house expansive tools for creating, managing, and analyzing projects (link)

Nansen third-party security breach exposes 6.8% of user emails and some blockchain addresses (link)

Quivr (💰) Launches Digital Identity Badges as NFTs on Solana (link)

South Korea's Dreamus Debuts Avalanche NFT Tickets for Events, K-Pop Concerts (link)

Rainbow wallet introduces Rainbow Extension - Available today for Chrome, Arc, Edge, and Brave (link)

Consensys to sunset Truffle and Ganache developer tools (link)

Stanford University plans to return millions of dollars received from FTX: Bloomberg (link)

25-year old video shows Bitcoin pioneer Hal Finney talking zero-knowledge proofs (link)

Gaming Updates

FTC permits Fortnite players to get $245M in refunds for in-game purchases (link)

UK preliminarily approves Microsoft's acquisition of Activision Blizzard (link)

A 4% cap and self-reported data: Inside the rollback of the Unity Runtime Fee (link)

Walmart plans to expand its commercial strategy in the metaverse (link)

Apple to allow mobile developers region-specific pre-orders of their games (link)

South Korean Mobile Developer NHN Is Building Crypto Games on Sui (link)

Korean Gaming Giant, Neowiz, to Build on Avalanche (link)

Major League Baseball, via Improbable, Is Hosting Its First Live Game in a Virtual Stadium (link)

Meta’s Horizon Worlds launches on mobile and web in early access (link)

Roblox is rolling out in-experience subscriptions, but you can’t buy them yet (link)

Yuga expands technical and creative partnerships for Otherside support with new partnerships with Hadean, AccelByte, Bad Rhino Studios, and Faraway (link)

Nefta (💰) and XPLA Partner to Superpower Web3 Gaming (link)

Shrapnel (💰) Unveils GameBridge, A Developer Platform For Seamlessly Onboarding Web3 Features Into Games (link)

Shrapnel (💰) is now live (for wishlist) exclusively on Epic Games Store (link)

Sharbound (💰) hits 40,000 Pre-Registered Players and 1,000 Played at Alpha (link)

Mighty Action Heroes (💰) Releases Mighty Road Update (link)

Final Two Weeks of Everseed (💰) Alpha (link)

Immutable (💰) and Auto Legends (ex-Riot & EA) form partnership to build car-racing game with top car manufacturer licenses signed (link)

Sidus Heroes (💰) and LayerZero form partnership for cross-chain access (link)

Hawku, gaming NFT marketplace, officially shuts down (link)

Pre-register for Hytopia Beta and Get a Lootbox (link)

Xsolla launches Mall, a new alternative purchase platform (link)

My Pet Hooligan kickstarts 12-month collaboration with Amazon Prime Gaming for exclusive digital bundle drops on Prime Gaming every month (link)

My Pet Hooligan Public Early Access is out now, exclusively on the Epic Games Store! (link)

Blocklords soft launch goes live on Epic Games Store! (link)

Decentralized global sports and media group, Veloce ($VEXT), and LayerZero form partnership for cross-chain access (link)

Animoca generated $402M in 2022, up 32% (link)

Newzoo: PC and Console Market in 2023 (link)

AI Updates

Google and the Department of Defense are building an AI-powered microscope to help doctors spot cancer (link)

DeepMind’s New AI Can Predict Genetic Diseases (link)

OpenAI’s Dall-E 3 Is an Art Generator Powered by ChatGPT (link)

OpenAI Aims to Release “Multi-Modal” Model Ahead of Google’s Gemini (link)

YouTube rolls out four new AI tools for creators (link)

TikTok debuts new tools and technology to label AI content (link)

SoftBank Mulls Big Investment in OpenAI Following ARM IPO (link)

Game of Thrones Creator George R.R. Martin Joins Lawsuit Against OpenAI (link)

Other Updates

Instacart Prices IPO at $30 a Share, at Top End of Expectations (link)

Katy Perry sells music catalog for $225M (link)

DOJ investigates Elon Musk perks at Tesla (link)

WhatsApp users in India can now pay businesses with credit card, other UPI apps (link)

WWE’s ‘SmackDown’ to return to NBCUniversal’s USA Network in more than $1.4B deal (link)

Research & Interesting Reads

Paradigm | The Casino on Mars

Not Boring | Capitalism Onchained

Crypto Trader Digest | Are We There Yet?

NotCryptoBro's Memo | Half-life of Web3 Token Projects

Engineer’s Codex | 7 simple habits of the top 1% of engineers

Konvoy | A Fast Growing Market of High Spenders

The GameDiscoverCo | Fortnite Creative 2.0: battle stories from shipping UGC!

Brutally Honest | 11 tips for killer User Acquisition ops (Q3 version)

SuperJoost Playlist | Deep dive on Xbox leak

GameDevReports | Newzoo: PC and Console Market in 2023

NFT Drops & Updates

Mercedes announces adjusted mint date for “The Era of Luxury” of Mercedes-Benz NXT Icons: Tuesday, September 26th (link)

Zynga’s Sugartown releases more details on Oras PFP collection and chapter 0 utility (link)

Pirate Nation - Mystery Chest Free Mint on Manifold post $33M raise announcement (link)

Yuga Labs & NFT NOW Present CryptoPunks Docuseries (link)

Courtyard Sells NFTs on Polygon for Pokemon Cards, Sells Out Quickly (link)

Paris Saint-Germain Is Giving Away Free AI-Generated NFT Posters (link)

Luca and Pudgy Penguins prepare to enter a “Brave New World”, opens personal spaces/podcast schedule to public (link)

The Ultimate Guide To FEWOWORLD - Fewos mint kicks off Sept. 25th (link)

y00ts is transitioning into a lifestyle brand (link)

RSTLSS reveals Mare Bears project and artwork (link)

Cool Cats will be featured in this year’s Macy’s Thanksgiving Day Parade (link)

Notable Raises

$500B Nomura’s Digital Asset Subsidiary Launches Bitcoin Fund for Institutions (link)

Crypto VC Blockchain Capital scores $580M for two new funds (link)

AI Startup Writer Raises $100M, led by Iconiq Growth, to Pen Corporate Content (link)

Pryon raises $100M, led by Thomas Tull’s U.S. Innovative Technology Fund, to index and analyze enterprise data (link)

Alchemy Pay co-founder launches $60M VC fund with former Lightspeed, Harmony execs as partners (link)

Levelpath Secures $44.5M in Funding, led by Benchmark and Redvoint Ventures, for AI-Powered Procurement Platform (link)

FarmVille co-creator's startup, Proof of Play, raises $33M from a16z crypto and others for on-chain games and infrastructure development (link)

Bastion has raised $25M in a funding round led by a16z crypto to helps companies seamlessly integrate web3 infrastructure, alongside running deep user analytics (link)

Eloelo, Social gaming and livestreaming platform, raises $22M in funding, led by Courtside Ventures and Griffin Gaming Partners, to expand entertainment app (link)

Blockchain tech firm Jiritsu secures $10.2M, led by gumi Cryptos Capital, to develop verifiable computing (link)

Deduce Raises $9M, led by Freestyle Capital, to Tackle AI-Generated Identity Fraud (link)

Series AI raises $7.9M in funding, led by a16z, for AI-powered game-building tools (link)

Hybrid crypto exchange GRVT raised $7.1M in funding at a $39M valuation, co-led by Matrix Partners and Delphi Digital (link)

Essential raises $5.15M in seed funding, led by Maven11, to support development of intent-based infrastructure and tooling (link)

Spectarium, building cross-platform action RPGs, raises 5M euro seed round led by BITKRAFT Ventures with participation from Delphi Digital and Framework Ventures (link)

Freatic emerges from stealth with a $3.6M seed round led by a16z crypto to leverage information markets (link)

Orb has raised $2.3M, from Superscrypt and others, to build an everyday app for web3 social (link)

Billionaire venture capitalist Tim Draper initiates new crypto accelerator despite frosty market environment (link)

Mo & Andrew's Curated







💰 = 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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