Hello 
gmgm. Been awhile everyone, but pleased to welcome you all back to the 50th edition of Sfermion’s Collider - which as you know, is where we highlight the latest & greatest news in the world of crypto, gaming & entertainment, consumer trends, AI, macro, and more!
Bi-weekly, we aim to drop a curated list of the most exciting stories & updates that we believe are enabling the future of tech and 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! Also, check out our Seam (
) bio here :)
Crypto Updates
Unichain – an Ethereum L2 designed for DeFi (link)
Stripe reinstates crypto payments for US businesses via USDC on Ethereum, Solana and Polygon (link)
Prosecutors Charge Four Crypto ‘Market Makers,’ Employees With Market Manipulation, Fraud (link)
SEC Sues Crypto Trading Firm Cumberland, Again Alleges Solana and Polygon Are Securities (link)
Swift set to begin live bank trials of digital asset transactions in 2025 (link)
SEC Commissioner Mark Uyeda slams agency’s crypto policy as a ‘disaster’ (link)
Robinhood Exec is Reportedly Top Pick to Lead SEC under Trump (link)
Solv Protocol () partners with Chainlink to bring BTC yields to Base ecosystem (link)
Tron founder Justin Sun elected as prime minister of crypto-focused micro nation Liberland (link)
$35M worth of tokens drained from a crypto whale in phishing attack (link)
Introducing Nexus: The World's First Fully Onchain Agentic Framework (link)
Gaming Updates
Today the game’s () Mythic Seed free mint is scheduled for October 17th (link)
Shardbound () goes live with open beta for October 9th, with 100K+ pre-registrations (link)
Epic is suing Google — again — and now Samsung, too (link)
Assassin’s Creed developer Ubisoft launches first crypto video game 'Champions Tactics' (link)
Arbitrum DAO member proposes $120M recall from gaming fund that missed deadlines (link)
Xbox will sell games directly in the Android app next month (link)
Mythos Foundation () launches Mythical Forest with up to 2 Million $MYTH in prizes (link)
Animoca and Lamborghini Unite to Bring Supercars to Web3 (link)
AI Updates
Meta announces Movie Gen, an AI-powered video generator (link)
Character.ai abandons making AI models after $2.7B Google deal (link)
SoftBank to invest $500M into OpenAI (link)
TikTok joins the AI-driven advertising pack to compete with Meta for ad dollars (link)
Cerebras files for IPO as it challenges Nvidia in AI chips (link)
Other Updates
Google must crack open Android for third-party stores, rules Epic judge (link)
Facebook launches a Gen Z-focused redesign (link)
TikTok sued by 14 attorneys general over alleged harm to children’s mental health (link)
Toyota to invest $500M in electric air taxi company Joby Aviation (link)
Reddit communities will require permission while going private or switching to NSFW (link)
CNN Launches Digital Paywall in Major Strategic Shift (link)
SEC Enforcement Director Gurbir Grewal Is Leaving the Agency (link)
Ex-Jaguars employee Amit Patel sues FanDuel for $250M (link)
Research & Interesting Reads
a16z | Anime Is Eating The World
Stanford Blockchain Review | Story: The World’s IP Blockchain
Discord | Come Build Where the World Plays
a16z crypto | How tokens can attract top talent: A compensation primer for web3
Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids
Chris Dixon | Fixing the economics of being a creator
Bloomberg | The Case of the Missing Web3 Users
Unity | 2024 Mobile Growth and Monetization Report 2024
Pilot | Founder Salary Report 2024
Binance | Monthly Market Insights - October 2024
Crunchbase | Asia Venture Funding Hits 10-Year Low In Q3
Omnichain Observations | A-star is born: ASTR to power Sony's new L2
Moyed | I read Sentient Whitepaper So You don’t need to
Notable Raises
Loot Labs () announces $6M Seed Funding round led by BITKRAFT Ventures, with participation from Sfermion, Everyrealm, and Fabric Ventures. Counter-Strike 2 Cosmetics Beta is coming to BOXED.GG on October 28th! (link)
Poolside Raises $500M to Build AI Coding Software (link)
Trump-linked World Liberty Financial to raise $300M at $1.5B valuation (link)
Aethir launches $100M fund to accelerate AI, gaming innovation (link)
Dave Clark launches Auger, raises $100M for the AI venture (link)
Bitget, Foresight Ventures Buy $30M TON Tokens From Whales (link)
VanEck to Invest in Early Stage Ventures Including Crypto With New $30M Fund (link)
Ithaca raises $20M in investment from Paradigm (link)
Gate Ventures, Movement Labs, Boon Ventures to launch $20M crypto fund (link)
Hemi Labs raises $15M to launch advanced modular blockchain network powered by Bitcoin and Ethereum (link)
SecondLive raises $12M in private funding round for their AI and XR Social Nexus (link)
Distance Technologies raises $11.2M for glasses-free mixed reality for enterprises (link)
Delta raises $11M for permissionless domain network (link)
Crypto gaming developer PiP World raises $10M in seed round months after buying Roblox stock simulator (link)
Polychain, Franklin Templeton back Bitlayer’s $9M Series A extension (link)
Dragonz Lab Secures $9M Investment from Syndicate Capital to Enhance ‘Dragonz Land’ Ecosystem (link)
OpenGradient Raises $8.5M to Decentralize AI Infrastructure and Accelerate Secure, Open-Source AI (link)
Bitcoin-backed stablecoin developer Yala raises $8M in seed funding (link)
Avarra Raises $8 Million for AI-Based Avatars (link)
Kiva AI Closes $7M Seed Round Led by CoinFund to Revolutionize Expert-Powered Data Solutions (link)
Future Trash raises $5M to build its IP within Fortnite’s platform (link)
APRO Oracle raises $3M in seed round led by Polychain Capital, Franklin Templeton, and ABCDE Capital (link)
Mo & Andrew's Curated
Macro
5,348
BlackRock's assets under management jumped to a record $11.5 trillion in the third quarter, boosted by rising markets and an all-time high influx of new money from clients.
The asset manager's $221 billion of third-quarter inflows…
Crypto
Exciting news! We're pleased to announce that Coinbase․com users can now send Bitcoin to Taproot addresses, creating access to more onchain destinations.
Starting today, we’re rolling out beta support for @Coinbase's Ethereum L2: @Base
Access your favorite DeFi and NFT apps Buy and swap thousands of tokens in Phantom Stay safe with Ledger support, spam…
You all asked for @ensdomains integration and it's live
You can search for any .eth name and get the balance right in Google Search!Kudos to the Search team for fully rolling this out!
CMC Q3 Report: Crypto's Rollercoaster Ride! 
- BTC dominance at 2-year high!
- Stablecoin market cap hits ATH!
- AI & meme coins surge while DeFi struggles!
Let's unpack the crypto market's wild Q3.
1/7
I think…
if my utility function was entirely focused on maximizing wealth. id not…
They warn against supply control and lack of transparency, even mentioning "interconnected addresses" for memecoins
The tides are turning
Our latest report dives into key insights on valuation, centralization risks, transparency in fund usage, and the rationale for rebranding.
Check it out
binance.com/en/research/an…
NFTs
I think it’s safe to say that Pudgy Penguins is the most adopted crypto native IP in the world.
Penguin proliferation is unstoppable at this point.
The sale is estimated to exceed $3.5 million
Learn more below ↓
Looks like a 1/1/250 new collection is coming to Shape L2 soon.
More details to come.
Worth following and getting set up on Shape if you haven’t already…
Love the domain but most importantly has a good user base for @MyriadMarkets and is a great sandbox to grow into.
Let alone the strategic people it brings onto DASTAN.
Gold Bored Ape for $1.4M
Selling at a whopping 53x multiple of the floor price
Might be the cleanest most aesthetic gold ape in the entire collection. Based.
Gaming
17/10/24
Excited to welcome everyone to the Garden
Communities on Solana can create, play as their own avatars, and battle for rewards
Solana communities can participate in the Play-To-Airdrop $ISLAND campaign, ending by November 1st
Our proprietary GAME engine/framework powers a multi-agent interactive simulation in Roblox called Project Westworld, where we are able to observe autonomous behaviour leading to emergent storylines.…
Some things are just meant to be. After our early collabs with their team and community, it was clear that Monad is where Sparkball belongs.
The future is OPTI, Season Zero is fast approaching, let’s…
AI
New @a16z thesis: building the "AI brain"We all exist in our own context.
Is it possible to take your jumble of thoughts, history, and memories and distill it into something tangible?
How I exported my brain to AI + what I'm seeing from startups
Other
The U.S. is at 1.64. China, Japan, Poland, Spain all below 1.2. South Korea is at 0.7—96% drop.
Mass extinction numbers.
The slides:
pershingsquarefoundation.org/veritas
When you have a presidential race that’ll be decided by razor-thin margins, this is a voting bloc that’s set to tip the scales.
He is by far the largest holder of Trump shares, checking in at 7.2 million shares and counting.
The user has a total of $6.4 million in positions, all of them on Trump. He also has a lot of cash…
= Sfermion Portfolio Company
Curated by @mopat1214 + @AndrewSteinwold
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