Hello 👋

Welcome to the 30th 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

SEC Sues Crypto Exchange Binance and CEO Changpeng Zhao, Alleging Multiple Securities Violations (link)

SEC sues Coinbase alleging securities rules violations (link)

Binance US pauses USD fiat channels due to SEC filings. All assets remain 1:1 backed and users have until about June 13th before things pause. (link)

Binance US to pause OTC Trading Portal, delisting some trading pairs after SEC suit (link)

SEC names more tokens as securities : solana (SOL), cardano (ADA), polygon (MATIC), filecoin (FIL), sandbox (SAND), axie infinity (AXS), chiliz (CHZ), flow (FLOW), internet computer (ICP), near (NEAR), voyager token (VGX), dash (DASH) and nexo (NEXO). (link)

Apple showcases Vision Pro AR headset at WWDC (link)

Naomi Osaka partners with Meta to release digital apparel line (link)

Volcano Energy secures $1B for revolutionary Bitcoin mining project in El Salvador (link)

Google now offering $1M crypto mining attack protection (link)

Ethereum Name Service (ENS) to bring blockchain to browsers with .box web domain name rollout in September (link)

Etherscan rolls out advanced-filtering beta (link)

Mark Cuban collaborates with Book.io to release NFT e-book on Polygon (link)

Sudoswap V2 goes live with new features such as on-chain royalties, erc-1155 support, and more (link)

Magic Eden’s Ordinals API is now live (link)

Binance adds Bitcoin NFTs to its marketplace one day after SEC lawsuit (link)

Kraken NFT marketplace launches with over 250 collections (link)

MetaMundo (💰) launches fiat payments and non-custodial wallets for wider 3D avatar purchasing (link)

Tensor partners with Metaplex to bring launchpad services to the leading SOL trading marketplace (link)

Mint Square, ETH ZK L2 NFT Marketplace, announces they will be ending their services by June 30th (link)

Devour forges partnership with Alterverse to bring the world’s first web3 food ordering marketplace to the metaverse. (link)

Gaming Updates

Illuvium partners with GameStop for a Promo D1SKs sale. Each GameStop x Illuvitar D1SK contains a unique GameStop-branded Illuvitar (link)

Telos Foundation partners with GameStop to introduce the GameStop Playr, a new Web3 game launcher bringing mainstream gaming to Web3 (link)

NEAR Foundation forms strategic partnership with MARBLEX to expand Web3 ecosystem (link)

Immutable (💰) Introduces the Immutable Product Roadmap, with a commitment to transparency and building in public (link)

Twitch Co-Founder's Fractal launches tools to help devs build NFT Games (link)

Twitch release absurd new Ad / creator monetization ruling, and faces immense backlash which leads to an immediate withdrawal of the initiative (link)

Fortnite releases recap/update info on UEFN engagement payout (link)

NFL-team Chicago Bears enters the metaverse with a custom Fortnite experience (link)

Optimus Prime rolls into Fortnite's latest season (link)

Attack on Titan VR game coming to Meta Quest 3 by winter 2023 (link)

Pokemon GO creator launches Wol, a mixed-reality game that takes you through Redwood forest (link)

Sony plans to leverage AI in its quest for cloud gaming, but CEO Kenichiro Yoshida has concerns (link)

IndiGG (💰) and Metapixel partner to push their web3 MMORPG Gran Saga: Unlimited in India (link)

Left Fielder Media collaborate with Neon to bring characters to life in Shrapnel (link)

Jungle, a highly anticipated web3 mobile shooter, releases alpha leak alongside genesis NFT details (link)

Netflix is launching its Queen’s Gambit chess game in July (link)

Diablo 4 is now Blizzard's fastest-selling game of all time (link)

Research & Interesting Reads

Multicoin Capital | The Convergence of Crypto and AI: Four Key Intersections

Messari | Growing Synergies in AI and Crypto

Zee Prime Capital | Decentralized Storage and Commerce in Web3

TCG Crypto | In Crypto, Acquisition is Easy-- Retention is Hard

Naavik | Roblox Brings Scarcity To UGC

Bankless | Vitalik’s Warning and EigenLayer's Promise

DappRadar | Ultimate Champions: How to Play and Earn

Decrypt | Apple Vision Pro vs. Meta Quest 3: What's the Difference?

Sequel | A Deeper Look into the Future of Esports at Riot Games

Newzoo | Transmedia in games: trends, success factors, market insights

Kevuru Games | The Difference Between Unreal Engine 4 and 5

Hayes | Patience is Beautiful

NFT Drops & Updates

Louis Vuitton announces limited edition NFT+physical Treasure Trunk. The 160-year-old collection’s latest design, named VIA Treasure Trunk, is designed as a soulbound token that lets owners unlock never-before-seen creations of the Maison, Louis Vuitton’s design house (link)

Warner Bros announces the ‘The Superman Web3 Movie Experience’, highlighting the classic movie in 4K Ultra HD format on June 9. The collectibles being sold unlock immersive experiences, unique features, an image gallery, cinematic editions of the movie, rare illustrations by iconic DC artists, and more. The Standard Edition collection of the NFT drop is available for $30 from June 9 – 16. (link)

Gutter Cat Gang, Lamelo Ball, and Puma partner up for web3 phygital sneaker launch (link)

RTFKT joins forces with CAA to further support the RTFKT community and creators (link)

0n1Force is coming to metaverse via a partnership with Theia3D. Theia will help expand the IP across the metaverse, starting with an 0N1 World in Fortnite Creative 2.0. (link)

ALTs by Adidas teases that chapter 2 will begin by end of June (link)

SnowFro mints 17 more squiggles that will be gifted to invaluable folks along SnowFro and Art Block’s journey (link)

Notable Raises

The venture capital arm of StepStone Group (STEP), a global private markets firm with $138B AUM, has raised a combined $96.54M for two blockchain-focused private equity funds. (link)

Taiko raises $22M across two rounds, led by Sequoia China and Generative Ventures, respectively for its ‘Type 1 zkEVM’. (link)

Meanwhile, a digital asset-denominated life insurance provider, raises $19M across two rounds. OpenAI CEO Sam Altman co-led the first, with Google’s Gradient Ventures leading the second. (link)

Aave Companies announced today that $15M in funding (led by IDEO CoLab Ventures) has been raised for Lens Protocol – the user-owned social layer of the Internet. (link)

HyperPlay raise $12M from Griffin Gaming Partners, Bitkraft, MetaMask, and others in order to build the a web3-native game store and launcher. (link)

Informal Systems raise $5.3M in a funding round, led by CCMC Global, to boost its security auditing division, Informal Security. (link)

Battle Infinity, P2 gaming metaverse platform received a $3.5M strategic investment from Bitgert Ventures. (link)

Spinamp raises a $1.2M pre-seed led by Palm Tree Crypto, to further build out their Music NFT aggregator and player. (link)

Mo & Andrew's Curated

Metaverse Live Ep. 17 - Unlockd: The Future of NFT Lending

Naavik Gaming Podcast - Building an RPG for Web3 With Azra Games

Macro Tweets

Watcher.Guru

@WatcherGuru

JUST IN:  Apple unveils "Vision Pro" AR/VR headset, priced at $3,499.

9,064

7:02 PM • Jun 5, 2023

Watcher.Guru

@WatcherGuru

JUST IN: Gary Gensler applied to serve as an advisor for #Binance in 2019 before becoming SEC Chair, court filing says.

22.9K

11:40 PM • Jun 7, 2023

unusual_whales

@unusual_whales

Elon is no longer the CEO of Twitter.

The new CEO of Twitter, Linda Yaccarino, has officially become the CEO of Twitter.

6,289

4:46 PM • Jun 6, 2023

Elon Musk

@elonmusk

This platform will provide email addresses of subscribers (who opt in) to content creators, so that creators are able to leave this platform easily & take their subscribers with them if they want

231.1K

6:31 AM • Jun 7, 2023

Web3 Tweets

Brian Armstrong 🛡️

@brian_armstrong

Regarding the SEC complaint against us today, we're proud to represent the industry in court to finally get some clarity around crypto rules.

Remember:
1. The SEC reviewed our business and allowed us to become a public company in 2021.
2. There is no path to "come in and…

38.1K

5:05 PM • Jun 6, 2023

Documenting ₿itcoin 📄

@DocumentingBTC

This is an immersion-cooled #bitcoin mining facility in Norcross, Georgia powered by nuclear and solar energy. Computers are submerged in a liquid of synthetic hydrocarbons with no electrical conductivity. This increases cooling and energy efficiency.

3,346

11:52 AM • Jun 1, 2023

unusual_whales

@unusual_whales

BREAKING: SEC sues Binance and CEO Zhao of breaking us securities rules, per Bloomberg.

1,286

3:04 PM • Jun 5, 2023

Whale Alert

@whale_alert

A dormant address containing 1,432 #BTC (37,854,468 USD) has just been activated after 10.2 years!

whale-alert.io/transaction/bi…

1,960

5:24 AM • Jun 8, 2023

Voxels

@cryptovoxels

Hey fam, I've slowly come to the realisation that voxels isn't going to turn back into a multi million dollar business, and instead it's going to be my cool art project forever with a tiny team.

It's fun building a small virtual world with you.

128

6:43 PM • Jun 6, 2023

Gaming Tweets

Twitch

@Twitch

Yesterday, we released new Branded Content Guidelines that impacted your ability to work with sponsors to increase your income from streaming. These guidelines are bad for you and bad for Twitch, and we are removing them immediately.

46.2K

9:34 PM • Jun 7, 2023

Jake Lucky

@JakeSucky

Ninja went off on Twitch during his stream today changing their simulcasting rule. He will NO longer be allowed to stream on YouTube, Facebook or Kick if he is live on Twitch

Even though he is not a Twitch partner or making any money on Twitch

12.3K

4:33 PM • Jun 7, 2023

Immutable - $IMX

@Immutable

Onboarding the mainstream into web3 begins with a fun game.

@IMVU has 4 million monthly active users and has onboarded over 1.25M+ new crypto wallets!

240

7:01 PM • Jun 7, 2023

IGN

@IGN

@AetherGamesInc presents the first card game shaping the definition of True Digital Asset Ownership.

Collect. Explore. Conquer! Rise through the ranks, grow your collection and trade with other players! bit.ly/3NkrH5D

Presented by @CoeCardGame

243

2:15 AM • Jun 9, 2023

Jonah 🎮

@RealJonahBlake

Watch this 5 minute clip of well known gaming YouTubers realizing @dotSWOOSH and @EASPORTS might succeed with their NFTs. They proceed to get very angry. It is Called the angry Joe show.

171

6:32 AM • Jun 6, 2023

Josh Ling

@metacrab

Epic's new Fortnite / UEFN projected payout breakdown (left) versus Roblox's last one for 2022 (right)

16

6:40 PM • Jun 1, 2023

JACL 🎮

@JACL_e9

The biggest & most influential in-game economy of our generation

Trading volume for CS:GO items is more than the top 5 NFT collections combined!

I analyzed more than 3.6B Steam sales to see what value NFTs could bring & this is what I found...

67

3:00 PM • Jun 5, 2023

NFT Tweets

Bored Ape Yacht Club

@BoredApeYC

Ape follow….?

2,775

6:00 PM • Jun 7, 2023

CyberKongz

@CyberKongz

Welcome to The Portal

Enter for the opportunity to be Limitlisted (whitelist) for the upcoming CyberKongz Genkai mint.

genkai.cyberkongz.com

Full details in

1,323

2:09 PM • Jun 7, 2023

Louis Vuitton

@LouisVuitton

#LouisVuitton unveils VIA, exploring a new facet of its savoir-faire with the first digital trunk from the Maison. This testament to digital craftsmanship weaves the real with the dream to create the exceptional.
on.louisvuitton.com/6005OaALD

#LouisVuittonVIA

990

12:35 PM • Jun 8, 2023

nft now

@nftnow

SALE: @tylerxhobbs Fidenza #545 has sold for 625 ETH ($1.1M)

223

7:08 PM • Jun 6, 2023

MANI

@Mani_NFTz

Probably Nothing, As...

'Bored ape' becomes the first NFT movie star



(1/10)

811

11:22 AM • Jun 6, 2023

Brandon Galang

@brandon_galang

wtf is de.xyz?

It may be the most tightly scoped product @degodsNFT and @y00tsNFT has ever launched.

Season III is going to be a masterpiece, and here's why

1/9

761

4:09 PM • Jun 3, 2023

nft now

@nftnow

June will be a huge month for NFTs

Here’s everything that’s happening

508

11:09 PM • Jun 1, 2023

seedphrase

@seedphrase

One check at a time...

582

1:17 AM • Jun 1, 2023

Ordinal Labs

@OrdinalLabs

1/15 Introducing the Generative BRC-721 standard for the #Bitcoin ordinals ecosystem! From here on, let's refer to it as GBRC-721. This proposal optimizes block space usage, making room for more creators and fuelling #blockchain innovation.

336

2:40 PM • Jun 3, 2023

ordinally

@veryordinally

1/9 Excited to announce that after an intense three-day code sprint with @raphjaph, we've launched ord v0.6.0! This is a significant step towards our vision for an evolving, resilient, and adaptable ordinals protocol.

211

2:27 PM • Jun 4, 2023

AI Tweets

Ursula von der Leyen

@vonderleyen

Glad to meet @OpenAI CEO @sama

AI can fuel huge progress and improve our lives.

But we must mitigate risks and build trust.

To match the speed of tech development, AI firms need to play their part.

EU will work with global partners and stakeholders towards trustworthy AI.

4,703

7:52 PM • Jun 1, 2023

Random Tweets

Sam Altman

@sama

finally watched ex machina last night. pretty good movie but i can’t figure out why everyone told me to watch it.

11.2K

1:44 PM • Jun 1, 2023

Joe Pompliano

@JoePompliano

David Beckham's move to MLS is one of the best sports business deals ever:

• Earned $255M over 5 years
• Purchased Inter Miami for $25M
• Inter Miami is valued at $600M

And now they have Lionel Messi, which will push the club's valuation toward ~$1 billion.

Incredible

71.8K

4:11 PM • Jun 7, 2023

Joe Pompliano

@JoePompliano

How did MLS & Inter Miami land Lionel Messi?

He's set to receive a MASSIVE compensation package that includes a share of Apple's revenue generated by MLS Season Pass and also a share of Adidas profits from his MLS arrival.

That's absolutely insane

(h/t @TheAthletic)

30.6K

2:08 PM • Jun 7, 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.