Sfermion's Collider

Sfermion's Collider #31

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Sfermion's Collider

Sfermion's Collider #31

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

Hello 👋

Welcome to the 31st 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.

Feels great to be back in action everyone :)

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

Gnosis & Visa | Gnosis launches Visa card that lets you spend self-custody crypto in Europe, soon US and Hong Kong

Robert F. Kennedy Jr. Wants Bitcoin Backed U.S. Dollars and Tax Breaks for Investors

Gensler | Gensler wants fresh $109 million to help SEC rein in 'Wild West' of crypto : Securities and Exchange Commission Chair Gary Gensler asked senators for additional funding for enforcement and technology at the markets regulator, in part for its enforcement activity in crypto markets.

Microsoft & Meta | Forging Long-term AI Partnership

Chainlink | Cross-Chain Interoperability Protocol Mainnet Launch : CCIP enters Mainnet Early Access phase on the Avalanche, Ethereum, Optimism, and Polygon blockchains.

Polygon | Polygon 2.0 Tokenomics Released

Starknet | Appchain Framework Announcement : Ethereum Layer 2 Starknet introduced “appchains,” a framework facilitating the creation of multiple application-specific blockchains within its ecosystem.

OpenSea | Introducing Deals

Solana | Introducing Solang : Solana announces Solang, a compiler enabling developers to write smart contracts on Solana in Solidity, the primary programming language of Ethereum.

Tezos | Introduces EtherLink : Etherlink allows developers, projects, and users to experience the power of a fully decentralized, EVM-compatible L2 solution on Tezos. Designed to empower developers and businesses, it opens up a world of secure and scalable applications.

Christie’s & Gucci | Gen Art Collaboration : Christie’s and Gucci are teaming on a collaborative auction dubbed “Future Frequencies: Explorations in Generative Art and Fashion.” The auction will be open for bidding from July 18 until July 25 and offer 21 NFTs from leading talents in the digital art space

Thirdweb | Acquiring Paper : Web3 Infra provider Thirdweb has acquired Paper, an industry-leading web3 wallet & checkout solution.

MetaMundo (💰) | Launches Avatar One - Next Gen Avatar Platform

Soho (💰) | Android App Launch

Paragraph (💰) | Wallet-based Newsletter Delivery

Lens Protocol | Introducing Lens V2

Mantle Network | Mainnet Launch

Push Protocol | Push Protocol announces web3 Twitter Spaces competitor ‘Push Spaces‘

Mo & Andrew's Curated

Macro Tweets

Watcher.Guru

@WatcherGuru

JUST IN: JPMorgan, Wells Fargo, BNY Mellon & other major banks to use Federal Reserve's 'FedNow' instant payment system.

Blockworks

@Blockworks_

BREAKING: House Republicans introduce crypto market structure law — the Financial Innovation and Technology for the 21st Century Act

blockworks.co

House Republicans’ long-awaited crypto market structure bill is here

The bill focuses in part on the regulatory roles of the CFTC and the SEC in the crypto market, as well as classifications for digital assets.

unusual_whales

@unusual_whales

BREAKING: Senators Kristen Gillibrand and Josh Hawley have officially introduced the bipartisan Ban Stock Trading for Government Officials Act.

The bill bans stock trading, stock ownership, and blind trusts.

Web3 Tweets

Polygon (Labs)

@0xPolygonLabs

A FUTURE BY AND FOR THE COMMUNITY

With the final proposal live and the road to Polygon 2.0 laid out, we want to share a commemorative open edition NFT to mark this monumental moment

Mint your NFT with @Suku_world on Twitter.

STEPS ↓

Mark Cuban

@mcuban

Just saying NFTs are still fun to collect !

Lazy.com/mcuban

Edgy - The DeFi Edge 🗡️

@thedefiedge

Go inside the

of a VC.

I interviewed Ken Deeter, a general partner at Electric Capital.

We covered:
• How VCs think about bet sizing
• Getting hired as a researcher
• Electric's investment thesis
• "Taking Profits" as a VC
• Book recs

Here are 12 alpha-packed insights:

StoryCo

@StorycoHQ

1/ We're thrilled to announce the launch of two exciting initiatives here at StoryCo:

"Co-Create" and "Profit Points."

We will also be rewarding 50% of the profit of THE DISCO BALL IP to our community of creators and fans

NFT Tweets

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:

Yuga Labs

@yugalabs

Japan. Korea. Singapore. Hong Kong.

This summer, Yuga Labs is going global. See below for our upcoming speaking and community events tour.

First stop, Tokyo! Tickets for the Tokyo meetup available on Tokenproof: tokenproof.xyz/events/yugacom….

beeple

@beeple

hahahhahaha wow, did not expect that question.

fetty

@0xfetty

The Simpsons are about to dunk on NFTs so hard

I see Doodles, BAYC, and CryptoPunks in the promotion

Is all publicity good publicity?

Nick Emmons

@nick_emmons

The world of NFT financialization is growing.

With NFTs expanding beyond just collectibles, pioneers are using DeFi mechanics to inject liquidity into these assets, creating novel financial markets.

Let's explore the current state of NFT financialization

Zapper ⚡️

@zapper_fi

Blockies

Opepens

Every address on Zapper now generates a unique Opepen instead of the traditional blockie

Bright Moments

@brtmoments

City #9: Paris, France.

Pudgy Penguins

@pudgypenguins

Introducing @PudgySwap, a simple solution for OTC trading.

OTC trades drive the collectors’ market and with PudgySwap, we are proud to offer our community a seamless way to find their Forever Pudgy.

Gaming Tweets

BlockGames

@GetBlockGames

Revolutionizing player growth.

Join the blockgames.com network.

premint.xyz/blockgames

Sorare

@Sorare

In one of our biggest Product Roadmaps yet, we're looking towards the Sorare: Football 2023-24 season to bring you more passion, ownership, and connection.

New Gameplay modes

New Card Bonus

Club Facilities

3D Cards and more!

Get ready

Mighty Action Heroes 💪

@PlayMightyHero

AND AWAY WE GO!!

Open Beta is here. Live permanently, anyone can play.

See you on the battlefield.

mightyactionheroes.com

Brycent 🚀

@brycent_

When people say gamers won't jump through hoops to be onboarded to web3...

AI Tweets

The Simulation

@fablesimulation

Announcing our paper on Generative TV & Showrunner Agents!

Create episodes of TV shows with a prompt - SHOW-1 will write, animate, direct, voice, edit for you.

We used South Park FOR RESEARCH ONLY - we won't be releasing ability to make your own South Park episodes -not our IP!

Alex Valaitis

@alex_valaitis

BREAKING: Zuck just announced that Meta will be open sourcing Llama 2 with Microsoft.

This is a massive announcement for a few reasons...

1) This could kill a number of the open source LLM startups.

Mosaic, Red Pajama, etc. are in major trouble.

The $1.2 billion @MosaicML…

Suumit Shah

@suumitshah

We had to layoff 90% of our support team because of this AI chatbot.

Tough? Yes. Necessary? Absolutely.

The results?

Time to first response went from 1m 44s to INSTANT!
Resolution time went from 2h 13m to 3m 12s
Customer support costs reduced by ~85%

Here's how's we did it

Random Tweets

Elon Musk

@elonmusk

Doges ftw

Watcher.Guru

@WatcherGuru

JUST IN: Powerball ticket sold in California wins $1.08 billion jackpot.

The winner will receive $516 million after taxes.

💰 = 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.