Hello 👋

Welcome to the 29th 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.

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

Beijing releases web3 whitepaper (link)

T-Mobile parent, Deutsche Telekom, joins Polygon blockchain as validator (link)

Japan’s largest airline launches NFT marketplace. (link)

Cristiano Ronaldo joins forces with Binance for multi-year exclusive NFT collaboration (link)

Mojito (💰) is powering Mercedes upcoming web3 experience. (link)

CAA partners with Hume’s (💰) AngelBaby, a rapping metaverse rabbit, as a bet on the future of music. (link)

Kellogg’s files for 12 trademarks that may connect to metaverse tech (link)

F1 ticket provider Platinum Group introduces NFT tickets for global racing event. (link)

Sui creator Mysten Labs inks F1 sponsorship deal with Red Bull Racing. (link)

Investment giant BlackRock is offering a metaverse-themed ETF, which includes Meta Platforms, Apple, Nvidia, Netease, and Roblox. (link)

Crypto VC Paradigm expands to AI investing (link)

US Debt Ceiling Deal blocks 30% Bitcoin Mining Tax: Congressman (link)

Ethereum, Bitcoin balances on exchanges edges toward 5-year low (link)

Optimism, Sui set for large token unlocks, worth a combined $650M (link)

Avalanche hits 1 million monthly active users for the first time. (link)

Zora announces their own L2 scaling solution (link)

Circle is launching USDC natively on Arbitrum on June 8th, replacing the bridged version. (link)

Chainalysis acquires real-time crypto data company Transpose. (link)

Ledger now supports ENS Domain addresses (link)

Find Satoshi Labs (💰) (StepN creators) rolls out AI tool that turns selfies into NFTs (link)

Two months post-V3 launch, Solv (💰) has facilitated over $115M in total funds issued, delivering $600K+ in returns to investors. (link)

'Another World' will let you bring your NFT avatars into a 3D metaverse (link)

SuperRare releases $RARE staking alpha news (link)

Layoffs : Binance (up to 20%), Nansen (30%)

Gaming Updates

Nike NFTs will be incorporated into EA Sports games (link)

Helika (💰) becomes the official analytics partner for Gala Games (link)

GameStop Teams Up with the Telos Foundation to grow web3 gaming strategy (link)

Square Enix joins the likes of Ubisoft, AMD and Kongregate as a new member of the Blockchain Game Alliance. (link)

Fenix Games, a Web3 games publisher, has partnered with Immutable (💰) to identify, support, and launch Web3 games for mass market adoption. (link)

reNFT (💰) partners with Pixels to enable NFT rentals (link)

An update on the biggest publishers building NFT games (link)

Aavegotchi maker triples revenue in FY22 (link)

Honkai: Star Rail earned $132.3M in the first month on Mobile (link)

NFT Champion’s Celestia Ultimate is now live on Epic Games Store (link)

Verge | The Witcher is officially one of the most successful game series of all time (link)

Gamer.xyz launches as a new community gaming platform (link)

Research & Interesting Reads

Messari | State of L1s Q1 2023

Compound Crypto | A Crypto Future

Metropolis | Where Artificial Intelligence and Crypto Meet

Messari | Exploring Historical and Current Yields Onchain

Atmos (💰) | The Forge #2 — ExoGP Designer Notes with Richard Ng

Rollups Are L1s (& L2s) a.k.a. How Rollups Actually Actually Actually Work

NFT Drops & Updates

Mercedes Benz Web3 Venture spins up ‘Maschine’ NFTs with FingerprintsDAO, and powered by Mojito (💰) (link)

Highsnobiety and Fabricant (💰) have teamed up to release a digital fashion collection titled 'Not in Paris.' The collection will be limited to 300 Varsity Jackets available June 21 for ~$24. (link)

Bugatti gears up for launch of their ordinals egg collection via a reveal with Asprey Studio. A physical egg will come with the generative art, expected mid-June. (link)

Prada launches new exclusive collection of Floral NFTs (link)

Red Bull launches Doodle Art collection mentored by Burnt Toast on Nifty Gateway. (link)

Funko is releasing Adventure Time NFTs in collaboration with Warner Bros. The NFTs will be available in standard and premium packs, starting at $9.99, going up to $29.99. (link)

Fewocious announces details for long-awaited PFP collection with interesting mechanics (link)

Sotheby’s to auction off more 'Grails' NFTs from 3AC in 'largest ever' sale of its kind (link)

Candy Digital and Getty Images Unveil Second Digital Photograph Collection (link)

Notable Raises

Metazone (💰), the world’s first tokenized app platform for the metaverse, raises $3m led by Sfermion and CMT Digital. (link)

DeGame (💰), GameFi/NFT aggregator, raises another $6.5M led by Folius Ventures, Kenetic Capital and A&T Capital. (link)

Cornos Lab launches $100M investment program supporting Web3 (link)

Crypto wallet-as-a-service provider Magic raises $52M in a strategic funding round led by PayPal Ventures. (link)

Pomerium Pte. Ltd., a leading Web3 gaming studio, raises $20M from an undisclosed investor expand its portfolio of blockchain-based game. (link)

Web3 Payments Firm Transak Raises $20M led by CE Innovation Capital. (link)

Illuvium raises $10M via strategic funding from Framework Ventures (link)

Tabi, BNB NFT marketplace, raises $10M in funding led by Animoca Brands. **(link)

Vark, Tokyo-based virtual live music platform, raises $7.2M from Netease Games and others. (link)

Binance Labs co-leads a $6.6M seed round for Fusionist to further support early-stage web3 gaming innovation. (link)

Burgercities raises $4M to push the development of its web3 gaming ecosystem and metaverse building. (link)

PoPP, a Web3 creator community application, has announced the completion of a $4M led by Foresight Ventures. (link)

LabDAO raises $3.6M co-led by Inflection.xyz and Village Global to decentralize drug discovery. (link)

M80 raises $3M to build early web3-enabled esports team. (link)

Orbofi AI, a leading generative AI engine for web3, games, apps, media, and online communities, raises $2.8M via private and public token sales. (link)

Sony announces plans to back web3, NFT startups (link)

Mo & Andrew's Curated

BasedAF (💰) | Tim Sweeney's Metaverse Masterplan is Genius, here's why

Metaverse Live Ep. 16 - Metaverse Trends: Why Asia Is in the Lead

Macro Tweets

Watcher.Guru

@WatcherGuru

JUST IN: Senator Elizabeth Warren says #crypto funds fentanyl trade and it's time to shut it down.

5,518

5:15 PM • May 31, 2023

unusual_whales

@unusual_whales

India’s GDP expanded 7.2% last year, recording one of the fastest growth rates among major world economies, per Bloomberg.

239

6:32 PM • May 31, 2023

Arnold Hubach ⚡️

@st4rnold

I’ve been in El Salvador for three weeks now and did 40+ #bitcoin lightning payments

Let me show you around - from my Airbnb, surf classes, Boston, Starbucks, to many more food/drink places!

1/12

4,506

11:16 PM • May 25, 2023

Watcher.Guru

@WatcherGuru

JUST IN: US Senate votes to block President Biden's $400 billion student loan relief program.

6,111

6:21 PM • Jun 1, 2023

Web3 Tweets

Brian Armstrong 🛡️

@brian_armstrong

Early days.

Once layer 2 really gets going, it will be like going from dial up to broadband.

Sébastien Derivaux

@SebVentures

Good crypto usage data by @federalreserve .
This debunk the myth of crypto being useless even in the US.
federalreserve.gov/publications/f…

1,194

7:10 PM • May 24, 2023

owen.sol

@NFTOwen

Token2022 explained in < 2 mins

515

12:04 AM • Jun 1, 2023

Tim Sweeney

@TimSweeneyEpic

Wild metaverse commentary from @we_are_BasedAF! Retweeting for brain pic.

BasedAF

@we_are_BasedAF

The battle lines have been drawn. We know whose side we’re on. Do you?

Today we cover the most important player in The Metaverse. From Fortnite, to UEFN, to his beef with Apple’s Tim Cook.

This, ladies and gentlemen, is @TimSweeneyEpic.

youtube.com/watch?v=jTsjZS…

254

9:53 PM • Jun 1, 2023

Metakey

@themetakey

Hey @dirtyburgerclub, we're hungry

33

4:00 PM • May 30, 2023

Soho

@sohoxyz

We're hiring!

Looking for a new and exciting opportunity in web3?

We have open positions for partnerships, design, and engineering roles.

We're based in NYC, remote-friendly, and offer competitive salary and equity.

See the details below and apply if you're interested!

40

4:45 PM • May 26, 2023

reNFT - Rent & Lend NFTs

@renftlabs

Attention Devs!!

We're on the lookout for an amazing Lead Backend Developer to join our team!

knows his mstores and sstores
enjoys long walks in the EVM opcodes
fuzzes in foundry
writes based typescript code
probably enjoys rust

Follow the link …

13

1:01 PM • May 31, 2023

hildobby

@hildobby_

17.4% of currently staked & queued ETH (3.76m ETH) were deposited in May

src: dune.com/hildobby/eth2-…

78

5:29 PM • May 31, 2023

dLux

@dLuxGMI

The battle for Layer 2 supremacy between Arbitrum and Optimism rages on.

Let’s look at the key statistics to see who is winning the war.

23

10:42 AM • May 30, 2023

Mojito | Web3 Consumer Engagement

@mojito_nft

Time for a mid-year trend tune up? Check out how we faired on our bold web3 predictions

4

11:02 AM • May 30, 2023

NFT Tweets

Peter Schiff

@PeterSchiff

I'm pleased to announce an art project with one of my favorite artists, Market Price. This collaboration features the original painting “Golden Triumph” as well as a series of prints and Ordinals inscribed on the #Bitcoin blockchain. For information go to 1marketprice.com/golden

2,749

9:34 PM • May 26, 2023

FEWOCiOUS

@fewocious

FINALLY REVEALING “FEWOS”!!!! 20,000 lil guys launching in August Frankensteins, Misunderstoods & Humanoids… all ready for their close-ups What will you be?! Initial info here, more coming soon! fewoworld.io/fewos

1,417

6:28 PM • May 31, 2023

Othersidemeta

@OthersideMeta

Your Otherdeed Expanded is your game board, but look to the skies where the constellations align to provide a vision of the future. While the ancient Kodas take center stage in Legends of the Mara, allies will aid in the battle to defend Otherside against the Shattered.

1,984

7:21 PM • May 30, 2023

Leonidas.og

@LeonidasNFT

Ordinals hit 10 million inscriptions!

Ord.io

@ord_io

Happy 10,000,000 ordinal inscriptions!

→ ord.io/10000000

287

11:22 PM • May 29, 2023

doodles

@doodles

Introducing our first flagship retail & entertainment experience - Doodles x CAMP, launching this summer!

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:

1,302

2:35 PM • May 31, 2023

KPR

@KPRVERSE

// RAMEN WARS

Join forces with Boon Ramen Chef Esther Choi to solve a mystery in Prisma City, collect ingredients, and win prizes in this limited-time web game event.

Open to all and coming soon!
Pre-register for extra chances to win:
boonramen.com

160

12:01 AM • May 28, 2023

Gaming Tweets

EA SPORTS

@EASPORTS

EA SPORTS @dotSWOOSH

about.nike.com/en/newsroom/re…

1,632

3:07 PM • Jun 1, 2023

Loopify 🧙‍♂️

@Loopifyyy

Good video to showcase how much volume Axie actually did.

Gaming bull market will be crazy.

423

9:12 AM • May 30, 2023

andrew chen

@andrewchen

We've hit the 1 year mark!!!!

A year ago, we raised GAMES FUND ONE, our first $660M fund focused on games. 25 investments and 10 new hires later, we’ve learned so much.

To celebrate, I'm going to share some slides we used to raise the fund. Yes, even VCs have to pitch :)

980

5:56 PM • May 22, 2023

METAPIXEL

@METAPIXEL

In the 2nd Gran Saga: Unlimited Community Test, we'll be introducing our Idol & Fan pilot program!

Our partnered content creators will receive Soulbound Tokens, unique in-game costumes and abilities to really stand out as Idols and interact with their fans!

172

10:00 AM • May 28, 2023

Jonah 🎮

@RealJonahBlake

The next Elder Scrolls game is going to be insane. This is @nvidia testing NPC AI.

112

12:40 AM • May 30, 2023

clon

@cloncast

Enjoyed making a splash with the team play testing the mobile game in development

411

6:31 PM • May 31, 2023

Cradles

@cradlesio

Get ready to seize your spot in the Cradles Public Beta and gain access to $CDRS rewards!

Join us on this incredible journey by participating in the @aki_protocol campaign: akiprotocol.io/airdrop/claim/…

Don't miss out on this opportunity to experience the next level of gaming.…

37

10:17 AM • May 25, 2023

A ZEUS

@0x_zeus

A highly-ranked Chinese gaming behemoth is coming to web3.

They are launching a new game this year through a subsidiary.

Let's go through everything you need to know

34

3:21 PM • Jun 1, 2023

Coop🚨

@coopernicus01

I'm very into this @PaladinsDao idea.

Web3 community and ownership being applied to a esports and Fortnite business.

There's a huge opportunity specifically in Fortnite creative. Similar to how Roblox but earlier in the process with more esports related opportunities.

I'm…

24

1:40 PM • May 31, 2023

AI Tweets

Nathan Lands

@NathanLands

AI video has started to produce mindblowing results and could eventually disrupt Hollywood. (PT11)

Here are the best AI videos I've found:

1,341

11:44 AM • May 26, 2023

Borriss

@_Borriss_

Less than 168 hours since Photoshop dropped the new "Generative Fill" feature.

The demos that people are sharing are nuts.

7 jaw-dropping examples:

14K

3:31 PM • May 30, 2023

Random Tweets

CW Lin

@_cw_lin

Nvidia co-founder Jensen Huang (黃仁勳) walking through Taipei's night market last night as Nvidia's market cap reaches 1T.
#taipei #taiwan

12K

8:08 AM • May 26, 2023

Nathie

@NathieVR

The Quest 3 has just been announced by Meta! Coming this Fall.

624

2:09 PM • Jun 1, 2023

Up One 🆙

@UpOnegg

Someone hacked the official @FortniteGame twitter and launched a memecoin called $FNITE!

This is not how people expected FN to enter web3 gaming.

10

10:15 PM • Jun 1, 2023

💰 = 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.