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Sfermion's Collider #40

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 40th 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

JPMorgan’s UK digital bank blocks customers from buying crypto (link)

MoneyGram unveils non-custodial wallet to bridge the worlds of crypto and fiat currency with USDC (link)

SEC delays BlackRock, Valkyrie spot bitcoin ETFs decision (link)

January bound: SEC sets decision date on Ark, 21Shares bitcoin ETF (link)

SEC pushes deadlines for ARK 21Shares, VanEck spot Ether ETF applications (link)

VanEck, Valkyrie prepare to offer exposure to ether futures in ETFs (link)

Invesco, Galaxy float latest spot ether ETF proposal (link)

Lawmakers urge SEC Chair Gensler to allow spot bitcoin ETFs 'immediately' (link)

Coinbase secures AML license from the Bank of Spain (link)

Kraken Crypto Exchange to Launch Stock Trading (link)

Hong Kong to issue guidance on tokenizing stocks ‘in near term' (link)

Paradigm Launches Policy Lab to double down on crypto policy pushing (link)

City of Buenos Aires launching blockchain-based digital ID service (link)

PayPal’s Patent Files Show Interest in NFTs and Layer-2s (link)

European Crypto Asset Manager CoinShares Starts US Hedge Fund Division (link)

MicroStrategy buys 5,445 additional bitcoins for $147M (link)

Texas is home to nearly 30% of all Bitcoin hash rate — Foundry (link)

North Korean Lazarus Group amasses over $40M in Bitcoin, data reveals (link)

Hackers steal $200M from crypto company Mixin Network (link)

OpenSea API Users Warned of Third-Party Security Breach (link)

Celestia opens airdrop for planned modular data availability network (link)

Arbitrum DAO treasury boosted by $57M in unclaimed airdrop tokens (link)

OpenSea acquires Mintdrop to boost creator/collector experience for drops (link)

Thirdweb introduces the Connect - the complete wallet toolkit (link)

Three Arrows Co-Founder Zhu Apprehended - 4 months in Prison (link)

Universal Pictures and Aptos Labs team up to offer a web3 fan experience for upcoming horror flick “The Exorcist: Believer.” (link)

Tottenham Hotspur taps Chiliz blockchain for Web3 fan token - first premier league team in 2 years to launch a fan token (link)

Gaming Updates

Epic lays off about 900 people, divests Bandcamp and SuperAwesome (link)

Epic Games asks the Supreme Court to hear its case against Apple’s App Store rules (link)

Minecraft Cracks down on Bitcoin Reward Servers, Creator Notch: 'Glad They're Cracking Down' (link)

SoftBank-backed Improbable slashes losses by 85%, says pivot to the metaverse has paid off (link)

Games are a big part of the Meta Quest 3 lineup (link)

Saudi Stakes a $50B+ claim in the gaming world - Nintendo, Activision, EA & more (link)

How Manga Productions is bringing manga, anime and games to the Middle East (link)

GameStop’s Billionaire Investor Ryan Cohen Takes Over as CEO (link)

Fortnite V-bucks are about to get more expensive (link)

Counter-Strike 2 is out now (link)

Eve Online gets an FPS module, expansions and mobile game (link)

OpenSea teases OpenSeaGG, streaming soon on Twitch 👀 (link)

Immutable (💰) hosts successful Passport conversion test with 7,000 players (link)

Yuga goes live with Legends of the Mara Game (link)

SoRare announces NBA Season: Game Week 1  releases on October 17th (link)

Champions Ascension released alpha build on the Epic Games Store (link)

Mojo Melee (💰) announced they will be releasing on iOS, and opening tester applications (link)

Ronin unveils the Ronin Name Service (RNS) (link)

72.5% of Major Video Game Studios Embracing Web3 Gaming (link)

King: Candy Crush Saga's revenue has surpassed the $20B mark (link)

Since launching in April, Photo Finish Live marketplace sales for horses have crossed $2,000,000! (link)

AI Updates

Amazon to invest up to $4B in AI startup Anthropic (link)

You can now prompt ChatGPT with pictures and voice commands (link)

Meta launches AI chatbots for Instagram, Facebook and WhatsApp (link)

Spotify is going to clone podcasters’ voices — and translate them to other languages (link)

Snap partners with Microsoft on ads in its ‘My AI’ chatbot feature (link)

Palantir Wins $250M AI Deal With US Defense Department (link)

OpenAI Seeks $90B Valuation In Potential Sale Of Existing Shares (link)

OpenAI and Jony Ive in talks to raise $1B from SoftBank for AI device venture (link)

Getty Images Launches Commercially Safe Generative AI Offering (link)

Salesforce to acquire, a low-code platform for building AI customer service agents (link)

Adobe’s Photoshop on the web launch includes its popular desktop AI tools (link)

Google is opening up its generative AI search experience to teenagers (link)

Microsoft is hiring a nuclear energy expert to help power its AI and cloud data centers (link)

Other Updates

Hollywood writers reach tentative deal with studios that would end strike (link)

JPMorgan will pay $75M to settle US Virgin Islands Jeffrey Epstein sex-trafficking claims (link)

Amazon’s introduction of advertising to Prime Video (link)

Elon Musk's Starlink Exceeds 2M Users, Doubling In Just Nine Months (link)

US Announces $2B Loan For Poland To Spend On Military (link)

OnlyFan's total number of creators have risen 47% to 3.2M and users rose 27% to 239M (link)

Meta’s smart glasses can take calls, play music, and livestream from your face (link)

X owner Elon Musk largely runs the social media giant from his iPhone, employees say (link)

Peloton shares soar on digital content, apparel partnership with Lululemon (link)

Elon Musk Wins US Space Force Contract for Starshield (link)

Jamie Dimon says India optimism is ‘completely justified’ (link)

World May Not Be Ready for U.S. Interest Rate at 7%, JPMorgan CEO Says (link)

Research & Interesting Reads

Konvoy | Virtual Characters and Live Streaming

Naavik | What’s New with Mythical Games?

Sensor Tower | Top Mobile Games by Revenue & Downloads in August 2023

NFT Drops & Updates

Walmart to sell Pudgy Penguins toyline in 2,000 stores (link)

BAYC partners with BAPE for limited quantity physical collection at ApeFest Hong Kong (link)

Louis Vuitton lands on Discord - to expand its relationship with its digital community, including NFT holders, who will have the opportunity to weigh in on brand decision-making. (link)

Paris Hilton and RSTLSS’s Mare Bear Go Live with Drop (link)

VeeFriends Joins Mattel for Skeletor and Skilled Skeleton Alliance (link)

DRiP partners with GenoPets for digital pets drop next week (link)

The creator of Ordinals, Casey Rodarmor, drops proposal for a BRC-20 alternative called Runes (link)

'Hoofster' NFT-Backed Shoe Hits AVAVAV's Milan Fashion Week Runway (link)

The Fabricant (💰) and Cornerstone Land host Primal Rave immersive experience and mint (link)

Notable Raises

Kyber Knight’s $120M fund will invest in tech startups and games (link)

Uniswap Foundation targets $62M in additional funding - The foundation plans to issue $15 million per year in community grants to fund DeFi projects. (link)

AI chip company Kneron raises $49M to scale up its commercial efforts (link)

Creative UK to support devs and other creators with new £35M investment fund (link)

IYK Raises $16.8M, led by a16z, to Power Token-Enabled Fashion With NFTs (link)

Ethereum explorer Rated raises $12.89M, led by Archetype, to expand to other blockchains, including Polygon and Solana (link)

Genus AI Secures $11M Total Funding In Seed Round for Generative AI in E-Commerce (link)

Pixion Games, creators of Web3 F2P mobile ARPG x Base-Builder Fableborne, raise $7.8M to fuel development and game launch (link)

Omada raises $7.5M seed round, led by Felix Capital, for social prediction game for sports fans (link)

FhenixIO raises $7.5M round, led by Multicoin and ColliderVC, to pioneer on-chain FHE (Fully Homomorphic Encryption) to enable compliant, on-chain confidentiality (link)

Luda raises $7M in funding, led by Bitkraft Ventures and Compound, for AI training simulation (link)

Verisoul raises $3.25M, led by Bitkraft to help businesses conquer fake users (link)

Afference raises $1.5M, led by Konvoy, to develop wearable neural interface platform (link)

Mo & Andrew's Curated

The Metaverse is cool again! I think? Check out this epic photorealistic podcast between Lex Fridman and Mark Zuckerberg. Truly amazing tech:







💰 = 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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