# Sfermion's Collider #52

> Curated news from the world of crypto, gaming & entertainment, consumer trends, AI, macro, and more

**Published by:** [Sfermion's Collider](https://paragraph.com/@sfermions-collider/)
**Published on:** 2024-11-18
**Categories:** metaverse, ai, crypto, nfts, gaming, macro
**URL:** https://paragraph.com/@sfermions-collider/sfermions-collider-52

## Content

Sfermion is an investment firm focused on backing the founders building the metaverse. Hello Welcome to the 52nd edition of Sfermion’s Collider 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! Check out our Seam bio here :) Subscribe Crypto Updates Optimism Foundation Agrees to Give Kraken $425M of OP Tokens in Layer-2 Deal (link) Anchorage Digital, Bullish, Galaxy Digital, Kraken, Nuvei, Paxos, and Robinhood Partner to Introduce Global Dollar Network (link) Circle and Hong Kong Telecom Provider HKT to Collaborate on Blockchain-Based Customer Loyalty Solution (link) Trump’s Liberty Financial Stablecoin Project Announced (link) Major League Soccer and Sui Team Up for MLS Quest (link) Cleveland Cavaliers Launch New Rewards Program (link) Coinbase-Based Agent AI Powers Crypto Transactions, Says Brian Armstrong (link) Visa Celebrates Coinbase Partnership to Offer Instant Crypto Deposits (link) Crypto.com Aims for 2025 Launch of Own Stablecoin, ETF Listings, Stocks, and US Expansion (link) $5.7T Banking Giant UBS Launches First Tokenized Fund on Ethereum (link) StraitsX Leverages AvaCloud and Avalanche to Simplify Cross-Border Payments in Southeast Asia (link) OpenSea () teases a “new OpenSea” is coming in December 2024 (link) Stacks Launches Nakamoto Upgrade for Bitcoin Layer-2s (link) FTX Settles Suit Against Bybit for $228M (link) Florida’s CFO Says State Holds About $800M in Crypto Investments (link) Tether Reports $2.5B Profit in Q3, Holds Over $100B of US Treasuries (link) River Protocol Acquires Llama to Strengthen On-Chain Governance for its Decentralized Communication Products (link) ConsenSys Plans Layoffs Amid Crypto Market Challenges (link) Crypto Exchange Kraken Cuts Staff (link) Gaming Updates Immutable () Receives Wells Notice Over 2021 Token Sale (link) Immutable () Introduces Telegram Integration for Blockchain Gaming (link) Mystery Society () web3 game goes live on Google Play Store (link) Pudgy Penguins and Mythical Games () are launching “Pudgy Party,” a AAA mobile game expected in 2025 (link) Epic Games’ Fab Marketplace for Digital Assets Goes Live (link) Elon Musk Revealed as Top 20 Diablo 4 Player (link) AI Updates OpenAI Launches ChatGPT Search, Competing with Google and Perplexity (link) LinkedIn Launches Its First AI Agent to Take on the Role of Job Recruiters (link) Meta Releases an Open Version of Google’s Podcast Generator (link) NVIDIA and xAI Plan to Build World’s Largest AI Supercomputer in Memphis (link) Meta AI Gains Access to Reuters News Content in Multi-Year Deal (link) T-Mobile and OpenAI Ink $100M AI Deal (link) U.S. Regulators Block AWS Nuclear Power Deal to power AI endeavors (link) Anthropic Teams Up With Palantir and AWS to Sell Its AI to Defense Customers (link) MIT Debuts a Large Language Model-Inspired Method for Teaching Robots New Skills (link) Spot AI Introduces First Video AI Agents for the Physical World as it Nears $100M in Funding to Date (link) Google Debuts New Code-Generated AI Tools in Q3 2024 (link) Mistral Launches a Moderation API (link) Other Updates Donald Trump Wins Presidential Election Against VP Kamala Harris, Securing 300+ Electoral College Votes and Winning All Seven Swing States (link) Robinhood Enters Betting Arena with Presidential Election Wagers (link) Jeff Bezos Addresses Trust in The Washington Post (link) Federal Reserve Announces November 2024 Rate Decision (link) New York Stock Exchange to Extend After-Hours Trading (link) Boeing Raises $21B in Capital Hike to Boost Liquidity (link) China’s Economic Stimulus Measures Highlight Concerns Over Debt (link) Nvidia Is Joining the Dow Jones Industrial Average (link) Founder of TikTok Owner ByteDance Jumps to Top of China’s Rich List (link) Research & Interesting Reads Forbes | Web3 Infrastructure M&A: The Tough Road to Exit (link) Pantera | Crypto’s Role in the AI Revolution (link) Nansen | Future of GameFi in Web3 (link) Delphi | DeAI IV: The Agentic Economy (link) A Gentle Introduction to DePIN (Decentralized Physical Infrastructure Networks) (link) The Crypto Game: How to Play and Win (link) MrBeast Investigation (link) Sentient AI Models - Monetising Open Source AI (link) Notable Raises Crypto Venture Funding Hits $860M in October, Highest in Over 6 Months (link) Alphabet’s Self-Driving Unit Waymo Closes $5.6B Funding Round (link) Apple Will Invest $1.5B in Globalstar to Expand Satellite Services (link) Robot Brain Startup Physical Intelligence Raises $400M At $2B Valuation, Led by Jeff Bezos, Lux Capital, and Thrive Capital. Bret Taylor’s (OpenAI Chair & ex-CEO @ Salesforce) customer service AI startup just raised $175M at 4.5B Valuation (link) Aramco’s VC Arm Commits $100M to AI Startups (link) Peter Thiel's Founders Fund invests in Infinex's Patron NFT sale as total amount raised hits $67.7M (link) Ethereum-Based Solar Project Glow Raises $30M in Funding Round Led by Framework Ventures and USV (link) Privacy Blockchain Project Nillion Raises $25M to Expand Blind Computing (link) Ellipsis Labs Raises $20M from Haun Ventures to Launch Verifiable Finance Blockchain Atlas (link) Bitcoin Rollup Citrea (developed by Chainway Labs) Aims to Make BTC a Programmable Asset With ZK Proofs, Raises $14M Series A led by Founders Fund (link) Gelato secures $11M in series A funding, adds Kraken’s Ink to rollup platform (link) AI Data Collection Startup Sapien Raises $10.5M Seed Funding Led by Variant (link) OKX Ventures, The Open Platform Launch $10M Telegram Growth Hub (link) PumpBTC Raises $10M Seed Funding to Build a New Standard in BTC Yield Vaults with BTC-fi (link) VLayer Secures $10M Pre-Seed to Build Verifiable Data Infrastructure on Ethereum (link) bitSmiley, a suite of DeFi protocols on Bitcoin, raises $10M (link) Pharos Closes $8M Seed Round Led By Lightspeed Faction and Hack VC (link) Capsule Corp Labs, a platform specialised in the creation and development of utility NFT, Raises €7.3M in Seed Funding (link) Pond, a crypto-AI startup building a decentralized AI model layer, has raised $7.5M in a seed funding round led by Archetype (link) Ethereum scaling infrastructure startup Spire Labs raises $7M in seed funding (link) Shuttle Labs Raises $6M to Build Genius, the Binance on-chain: Secure, Self-Custodial, and Decentralized (link) Naptha AI Raises $6M to Lead the Evolution of AGI Towards a Web of Trillions of Cooperating Agents (link) Web3 gaming infrastructure Alliance Games completes $5M Series A funding (link) Phylax Systems completes $4.5M seed round funding for security protocol, led by Nascent and Figment Capital (link) 81Ravens raises $4.5M for Paravox Web3 arena shooter, led by Digital Hearts Holdings and Gree Ventures (link) OpenOrigins secures $4.5M (led by Galaxy Interactive) to combat AI deepfakes with blockchain tech (link) Nitro Labs Secures $4M (led by Lemniscap) For Termina: Pioneering Solana VM Network Extensions (link) Magma to Build Out Liquid Staking on Monad and Restaking with Etherfi Following $3.9M Seed Fundraise (link) Web3 gaming platform GameBeast completes $2M in financing, led by Tido Capital and others (link) Mo & Andrew's Curated Macro unusual_whales @unusual_whales BREAKING: Donald Trump has won the US Presidency and is the 47th President of the United States, per Decision Desk HQ 27.6K 12:23 AM • Nov 6, 2024 Brian Armstrong @brian_armstrong This seems like the first election where new media has fully flipped traditional media. Long form podcasts, X/social, prediction markets etc deciding this election. Also holding traditional media accountable. Happened gradually then suddenly. 22.7K 10:46 PM • Oct 26, 2024 Brian Armstrong @brian_armstrong We get the U.S. election results in 6 days, and no matter how you slice it, it will be the most pro-crypto congress ever. But we're not slowing down post-election. Today I'm announcing that @coinbase has committed another $25M to support Fairshake PAC, which they will use… 5,631 3:53 PM • Oct 30, 2024 David Sacks @DavidSacks The major broadcast networks (ABC, CBS, NBC) operate on free licenses of public spectrum in exchange for requirements to serve the public interest. They no longer do, and this is an obsolete model anyway. The spectrum should be auctioned off, with the proceeds used to pay down… 57.3K 3:45 PM • Oct 26, 2024 Bitcoin Archive @BTC_Archive JUST IN: VanEck predicts #Bitcoin will become global reserve asset worth $3m and central banks will make a 2% allocation by 2050. +16% compounding return for 26 years. There is no second best. 4,123 3:42 PM • Oct 28, 2024 Eric Balchunas @EricBalchunas $IBIT took in more cash than any other ETF in the world over the past week. This is out of 13,227 ETFs, which includes $VOO $IVV $AGG etc. It's so hard to beat those veteran Cash Vacuum Cleaners, even for a week, especially for an infant ETF (3mo-1yr old) 1,720 2:43 PM • Oct 31, 2024 The Kobeissi Letter @KobeissiLetter Warren Buffett In 2024: 1. Sold over $100 billion of Apple, $AAPL, stock 2. Halted Berkshire Hathaway, $BRK, stock buybacks 3. Built largest cash balance in company history, at $325 billion 4. Holds a record $288 billion of US Treasury bills 5. Now owns $93 billion more… 3,778 2:00 PM • Nov 2, 2024 Frank @frankdegods if you are in crypto and you're not checking this all day you're missing out on the new internet capital markets 940 1:06 AM • Oct 28, 2024 Ayesha Tariq, CFA @AyeshaTariq The US Equity Market remains extremely concentrated... almost at the highest level in 100 years. 289 3:07 AM • Oct 26, 2024 Crypto Donald J. Trump @realDonaldTrump I would like to wish our great Bitcoiners a Happy 16th Anniversary of Satoshi’s White Paper. We will end Kamala’s war on crypto, & Bitcoin will be MADE IN THE USA! VOTE TRUMP! #Bitcoin #FreeRossDayOne 208.1K 12:01 PM • Oct 31, 2024 Senator Cynthia Lummis @SenLummis WE ARE GOING TO BUILD A STRATEGIC BITCOIN RESERVE 85.7K 11:05 AM • Nov 6, 2024 Kasper Vandeloock | bangkok @KasperLoock An investigation into @MrBeast's crypto activities and how he profited over $23M from a multitude of scams, shady deals & his network in collaboration with @hxnterson @angelfacepeanut @somaxbt @rfparson loock.io MrBeast Investigation — loock.io INTRODUCTION MrBeast, one of the most popular YouTubers with over 320 million subscribers across his main and side channels, has recently faced public scrutiny over various controversies. Allegations... 8,677 6:00 AM • Oct 30, 2024 Anthony Pompliano 🌪 @APompliano The central bank of Argentina opened an "art exhibit" yesterday that includes bitcoin mining equipment actively mining bitcoin. This is the first central bank in the world I am aware of to be openly mining bitcoin. The future is coming very fast. 4,187 8:00 AM • Nov 1, 2024 Viktor Bunin 🛡️🇺🇸 @ViktorBunin Crypto won. Next we're going to: - Free Ross - Fire Gary - End Operation Chokepoint 2.0 - Pass common sense stablecoin legislation - Enable in-kind redemptions - Turn on staking in ETH ETFs - Shutter SEC lawfare investigations - Provide regulatory clarity for crypto 3,046 10:21 PM • Nov 5, 2024 nic carter @nic__carter The guy who manages a centibillion of Tether’s reserves is about to be in charge of Trump’s cabinet decisions. Tether truthers galactically, dynastically BTFO Lyle Pratt @lylepratt “I have hundreds and hundreds of millions of dollars of exposure to Bitcoin…and it will be billions.” — @howardlutnick CEO of Cantor Fitzgerald 1,013 8:34 AM • Oct 29, 2024 Bitcoin Magazine @BitcoinMagazine JUST IN: MicroStrategy’s #Bitcoin holdings surpass $20 billion. They are now over $10 billion in profits 4,410 3:34 AM • Nov 11, 2024 maria 🐸 @MariaShen We @electriccapital analyzed 110k+ developer profiles to understand crypto devs geographically. Asia is now #1 for crypto devs. The US is losing market share. Crypto impacts every state in the US -- crypto should be non-partisan. Here’s what the data shows & why it matters: 707 2:08 PM • Oct 30, 2024 0xKawz @0xKawz After careful consideration, I along with the @timedotfun team have decided to migrate the product to Solana. I want to take the time to write this post about my thoughts on Solana, the Ethereum ecosystem as a whole, and why we made this decision. First - I want to make it… time.fun @timedotfun Timefun is migrating to @solana! We are bullish on Solana and what it enables for our platform. We believe we'll reach our full potential there. You'll still be able to use our platform during the migration process, but please read the below post for important details 1,024 11:54 AM • Oct 31, 2024 wassielawyer （哇西律师） @wassielawyer 1/ Foundations for Web3 projects - what they are, what they are not and why you even use them. In crypto law, the 'foundation' is one of the least understood and most expensive products sold to founders. Oftentimes, it feels like most lawyers themselves do not understand it. wassielawyer （哇西律师） @wassielawyer Nothing like reviewing the absolute fucking dogshit some lawyers sell to founders to motivate me to write my monthly legal thread to remind people I'm a real lawyer. I will be spending my afternoon demystifying one of the most expensive products lawyers sell. Foundations. 422 9:55 AM • Oct 27, 2024 TylerD 🧙‍♂️ @Tyler_Did_It Pump Fun fees and revenue have soared during the AI meta They are approaching 10k SOL/day ($1.66M) in daily fees in October. And total revenue has reached 973,000 SOL ($161.5M). Of which they've sold 500k SOL ($78M) according to @lookonchain The house is winning, big time 92 6:05 AM • Oct 22, 2024 NFTs OpenSea @opensea A new OpenSea is coming. December 2024. opensea.io/waitlist 6,468 9:40 AM • Nov 4, 2024 $ME @MEFndn Tokenomics for $ME will be published on 11/18. Cheers. 4,863 11:30 AM • Nov 7, 2024 jpegs.fun @jpegsdotfun Launch and trade NFTs instantly. Today we are announcing our partnership with @TensorFdn. With the integration of TensorSwap, jpegs will flow free, unleashing a new era bonded by curves and secured by AMMs. 1/2 12.4K 9:00 AM • Nov 1, 2024 Pudgy Penguins @pudgypenguins The growth continues. Pudgy Toys with Pudgy World are now available in 2,000 @Walgreens nationwide. More information below. 878 2:44 PM • Oct 23, 2024 OpenSea @opensea We’re thrilled to announce we’re partnering with @artblocks_io to power a new chapter for generative digital art. Through this partnership, @ArtOnBlockchain and the team at Art Blocks will help guide OpenSea’s roadmap for creators and new product features. We’re also… 712 1:22 PM • Oct 28, 2024 Gaming Immutable @Immutable Immutable has received a Wells notice from the SEC, the latest in their de facto policy of regulation by enforcement. We received this within hours of our first ever conversation, on a timeline clearly accelerated to land before an election. Sadly, stories like this are becoming… 3,340 4:02 PM • Oct 31, 2024 IGN @IGN The Harris campaign's Fortnite map, Freedom Town, USA, is themed around some of Kamala Harris' campaign pledges, like tax breaks for small businesses and affordable housing, in a bid to reach gamers and younger voters. bit.ly/3Ae4iiw 1,917 11:16 AM • Oct 28, 2024 Community Gaming @CommunityGaming Our [redacted] prediction market is coming! Come TGE, stake your $CGX to earn credits used to make predictions on your favorite streamers, esports teams, and gaming tokens, and IRL events -- earn from your insight 1,631 11:00 AM • Oct 31, 2024 Today - 🧱/🌿 @todaythegame THE GARDEN IS OPEN You can now all stake your seeds in the new Garden platform to earn SEED Points. We are going to extend the one-time 5555 SEED Point bonus for staked Mythic Seeds for the next 48 hours to avoid anyone missing out. GARDEN LINK: staking.todaythegame.com 537 9:57 AM • Oct 28, 2024 The Mystery Society @InviteToMystery The Mystery Society is now LIVE in the Google Play Store!!! We are in open beta which means you can download the game from the store but its not available in search yet. This is part of the process with launching on Android. So follow this link and DOWNLOAD NOW!!… 273 4:00 PM • Oct 29, 2024 AI Dror Poleg 🎗 @drorpoleg "KKR and Energy Capital Partners have agreed to invest a combined $50 billion in data-center and power-generation projects to support the development of artificial intelligence." 3 2:23 PM • Oct 30, 2024 Other Dennis @dkardonsky_ Tried to make the scariest pumpkin I could think of for halloween 79.7K 5:17 PM • Oct 26, 2024 Christian Dean @christiandean_ The single biggest question in the world right now is: How is Elon Musk so effective? Marc Andreessen gives some nice personal anecdotes of what he's seen Elon do. 4,782 1:06 PM • Oct 27, 2024 Hosun @hosun_chung Steven Bartlett will be a billionaire by 2029. Not because he started the podcast with over a BILLION listens that got young people interested in business. But because he cracked the code of Gen Z attention: 2,607 8:26 AM • Oct 27, 2024 = 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 :) Subscribe 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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