GM! Welcome to the 2nd edition of Playlist 🎮
A weekly newsletter containing a curated list of the week’s most notable Web 3 gaming reports, podcasts, events, quotes and threads for you to catch up on during the weekend 👇

📁 Reports / Research / Essays
- Here is our latest @realthirdweb report written by @edmundpmt this post is coming with a
because it’s important.
re3w.substack.com/p/the-state-of… - Another long-form explanation of why @Treasure_DAO is building on L2:
Projects in our ecosystem are building a living world together, with a scale of complexity impossible on L1. Treasure creates true interoperability in a way visual metaverses cannot.
medium.comBlockchains are Living Worlds: Moody Harvesters and Eternal Monsters
*This post outlines my personal opinions and does not necessarily reflect the roadmap of TreasureDAO.
- 1/ New DF guest blog post!
*NightMarket: A zkMarketplace on Dark Forest*
@0xSage and @xyz_pierre present a marketplace where @darkforest_eth players can privately buy / sell planet coordinates using zkSNARKs.
Built for @0xPARC's ZK Learning Group.
blog.zkga.meDark Forest Blog
Dark Forest - a decentralized zk-RTS game, built on Ethereum with zero-knowledge cryptography.
Konstantinos - Gaming DAOs, the future of gaming or doomed to fail?
Delphi Digital - Analysis of a successful 4x MMORTS game, Rise of Kingdoms
Jon Jordan - Some thoughts on $SPS, Spider Tanks Litepaper & Magicave’s dnodice project
The Block Research - Gala Games Part 2: Game Ecosystem Strategy
- We are at an endless crusade for the metaverse, hand in hand with our community and partners

Doubling down on what we started; We’ve been building brick by brick, and we will only be getting stronger
#WeAreYGG
medium.com/yield-guild-ga…
Current problems
More sustainable approaches
Theses for the future
medium.com/@0xKepler/a-ro…DMs open. Happy to talk!


🎬 Podcasts / AMAs / Watches
Naavik - Crypto Corner | BreederDAO: The Factory of the Metaverse
Delphi Podcast - Soulbound Tokens: Basis of a Decentralized Society
- You all know we were early supporters of @YieldGuild (the pioneers of the guilds trend), so we sat down with @gabusch and had a very good conversation on our recently launched @msv_podcast

Have a listen:
bit.ly/msv-podcast-YGG

- Had the pleasure to interview @blastroyale co-founder @_AnilDG and game design director Nikita Denissov
We discussed Blast Royale's game genre decision process, core loops, challenges & solutions for building a sustainable economy and fundraising
youtube.com/watch?v=9UEEe3… - Behold the recording of the Lords Table #10
youtube.com/watch?v=NCZpW4…
Whether you think you have a grasp on the Master Scroll or not, we highly suggest catching up on this insightful chat delving deep into the new mechanics and updates of our eternal game.

📝 Notes / Summaries
- @Delphi_Digital 's report on The Future of (Crypto) Gaming is a highly recommended reading for any web3 gaming enthusiast.
Here are my thoughts on the piece, as someone who has been working with gaming teams and dreaming about how successful web3 games may look like.
- Another day, another captivating piece by @Delphi_Digital @PodcastDelphi. Today I'm happy to present to you a summary of the conversation between @Jeremystormsky and @glenweyl on the topic of Soulbound Tokens: The Basis of a Decentralized Society
Source: members.delphidigital.io/media/soulboun…
- My review of "The Metaverse" by @ballmatthew, from this week's issue of @TheEconomist economist.com/culture/2022/0…
Here are my thoughts on the piece, as someone who has been working with gaming teams and dreaming about how successful web3 games may look like.


🧵 Threads on Web 3 Gaming
- We just published our Coinbase Ventures Q2 investment memo.
One key theme: we think web3 gaming will onboard hundreds of millions of users into crypto
- How to write and think like a gamefi analyst. This is how I think about our reporting at @realthirdweb
- Metaverse land is an interesting concept.
Commodities are #1 faucet in Metaverse.
Land therefore should derives it's value as a Commodity producer.
However many metaverse companies are instead positioning land almost as mini-games that must attract players in order to Will Robinson (DeFi Alliance) - Unlocking On Chain Games: Part One | Throughput
- 1/10
As the creators of a new vertical in the gaming industry (P2E, Now P&E) we are used to being criticized, but in the past few weeks, we’ve seen media FUD reach new heights.
It's time to address it

- Rise of Kingdoms -- or, what does it feel like to be King?
Analyzing a commercially successfully MMORTS / 4X game (>60M downloads, >1 billion USD revenue) to set the ground for play-and-earn crypto gaming thesis

- Perhaps one of the most fun and exciting parts of my role the past year has been diving headfirst into web3 gaming. @Cdempsey44 does an awesome roll up.
For me, as a lifelong gamer it's a joy to invest in the space because....
We just published our Coinbase Ventures Q2 investment memo.
One key theme: we think web3 gaming will onboard hundreds of millions of users into crypto
- There is no substitute for building a fun game that people actually want to spend time in.
Web3 can augment fun but it cannot replace it.
To evaluate a web3 gaming project, ask yourself how committed is this team to building fun? And how are they augmenting that fun with web3? - Considering my entire career revolves around video games I’m pretty bullish on crypto and video game convergence. That being said, I don’t like seeing this new hype cycle that gaming will change everything for crypto. It’s not accurate. Here are some falsehoods
- @OthersideMeta just initiated the 'Voyager's Journey'
The 'First Trip' included 4500 people in one virtual space.
Why was this so exciting for people?
Are we getting closer to the metaverse?
Let's discuss the details with a thread
Written by @Oscar83018025 via @WolvesDAO - How are you designing your web3 game to avoid the auction house issues of Diablo 3?
Many complaints back then were “pay to win” and “removed the fun of acquiring rare items/playing the game” - What web3 game provides the most frictionless onboarding experience?
- The Cold Start problem is a great book if you want to understand token incentives.
Incentives should be used to bootstrap demand from 0. Uber paid drivers before there were any riders. This sounds kind of absurd but it worked.
Because there were ample drivers, the riders came.
As the creators of a new vertical in the gaming industry (P2E, Now P&E) we are used to being criticized, but in the past few weeks, we’ve seen media FUD reach new heights.
It's time to address it


📰 Web 3 Gaming News / Updates / Action Items
A mix of news, updates and action items for notable Web3 games and projects
- The Future Of NFT Worlds

Read our statement below through the attached Twitter thread, or here: routing.nftworlds.com/ipfs/QmXRLKdmE…
A thread

- Prime is the most valuable resource in the Parallel world. Although Prime energy is found in everything, rich quartz deposits of are of particular interest to each parallel due to their concentration levels. Prime is what connects the value system of the world to the game.
- People are not bullish enough on Account Abstraction and why it is so crucial to unlocking Ethereum's broadband moment.
In @LootRealms upcoming Alpha we will be showing off some epic Account Abstraction features... - Our next gameplay demo is live NOW!𝐘𝐨𝐮 𝐬𝐧𝐚𝐩 𝐲𝐨𝐮𝐫 𝐡𝐞𝐚𝐝 𝐮𝐩.
𝐒𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐢𝐬 𝐚𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐜𝐮𝐥𝐭𝐢𝐯𝐚𝐭𝐨𝐫.
𝐘𝐨𝐮 𝐦𝐮𝐬𝐭 𝐩𝐫𝐨𝐭𝐞𝐜𝐭 𝐢𝐭.
𝐍𝐎𝐖
launcher.everseed.com - Here's the latest from @RuffionReborn - The demo is almost done! This will be downloadable from the website, so folks can try out the game before they mint any NFTs!
Looking forward to releasing this for the @Treasure_DAO ecosystem and seeing how the community takes it forward!
- ICE Poker’s evolution from play-and-earn to play-and-own manifests though the implementation of the Delegation v2 governance proposal, targeted for late Aug/early Sept.
This update will have such profound impacts on the ICE ecosystem that we’ve dubbed it: The ICE Merge.
- START. YOUR. ENGINES!
Battlefly Racer is now LIVE.
Head to:
play.battlefly.game
and select Racer from the top left dropdown. You will need a staked BattleFly in order to race.
Let’s dive into what’s coming and why you should start racing

- Fresh patch just deployed, 70+ improvements on this one!

We've added auto-whitelisting for Aurorian holders, new Nefties, additional balancing, game features, and much more...
You can check out the full notes on our Discord
- Quests.eykar.org is out on testnet. Mint your nft for free and evolve it to participate in Eykar's Alpha

- Deep within an off-limits zone of the Dusk, precious materials await those Breakers willing to cross the line. But beware…on the Dusk, you’re never alone.
DuskBreakers: Twilight Shift drops August 19.
One week playtest starts July 29 for Genesis Holders!
- Pre-Alpha #MojoMelee gameplay leak!!
Apply to playtest below!
@WeArePlanetMojo #ThisIsOurWorld
#Web3Gaming #AutoChess
Announcement! Mojo Melee Playtesting Contest!
gleam.io/QRb7C/mojo-mel…
Sign up for a chance to qualify to be one of the 1st to playtest Planet Mojo's upcoming AutoChess Battler Mojo Melee!
We're SO excited to finally reveal & share Mojo Melee with you!
#playtest #web3 - The Origin Alpha Season has concluded!
This month, Origin showed its true potential as a competitive and immersive card battler.
Origin DAU increased 263.636% from the beginning of the season, while downloads spiked and averaged around 3,000 per day for the period.
- We're excited to announce that soon you’ll be able to play World Eternal Online! The alpha is almost here!
Visit our Medium article for more information about the future of Whitelists, the process of getting invited, and more!
medium.com/world-eternal-…
#MMORPG #gamingcommunity
- Sequence Wallet safely stores your NFTs and collectibles. You can view your NFTs from multiple blockchains in-wallet.
See all your ERC721 and ERC1155 from your secured wallet interface
youtu.be/-twD8QgBHEU
- 1/5 @openloot provides an end-to-end solution to launch your web 3 game. Open Loot removes the most common barriers, creating a smoother UX, making your game economy more accessible. Studios can apply now OPENLOOT.com/apply
- We've spent years dreaming together online.
This September, we dream and build IRL.
axiecon.axieinfinity.com - We are proud to announce the partnership with the global gaming company Gravity to bring Ragnarok to The Sandbox #metaverse!
Ragnarok LAND will be built in The Sandbox metaverse, as well as various content and NFTs using Ragnarok IP
More info
bit.ly/3BjdqAk
- Had a great time recording this video.
We're working hard every day at Crypto Raiders to make the best RPG game on the blockchain.
Can't wait for classes release in a few hours!With the Class release later today, @SpeculatorArt and @Szerr0 walk through each class and give you a deep dive into each talent tree. We will post the link below.
This month, Origin showed its true potential as a competitive and immersive card battler.
Origin DAU increased 263.636% from the beginning of the season, while downloads spiked and averaged around 3,000 per day for the period.


🔍 Newly Spotted Projects
Games, protocols & projects that are new, interesting and under the radar
Zerodrop (@zerodrop_io)

Mighty Action Heroes (@playmightyhero)

Open Metaverse Alliance for Web3 (@oma3dao)

ggQuest (@gg_quest_gg)

fishbags.lol (@fishbagsnft)
- added change chain btns
- added fishbags drop down selection
- removed all free form field inputs
d Number (@dNoDice)

Condense (@condensereality)

Halfwish (@PlayHalfwish)

Ruffion Reborn (@RuffionReborn)

Eykar (@AgeOfEykar)

Across Lunacia (@AcrossLunacia)

Axie Infinity War (@AxieWar)

Axieology (@axieology)

Inter The Dungeon (@interthedungeon)

Defenders of Lucian Land (@axieDoLL)

Mech Infinity (@mechinfinity)

Axie Pop (@axieminigames)

Multiversity (@Multiversity)

PvP (@pvptechnology)

MetaVoice (@TheMetavoice)

🗨️ Quotable Quotes
TreasureDAO - John Patten on L2 NFTs being the future
L2 NFTs are the future. @Treasure_DAO
Crypto Raiders - Kix.eth on faucets & sinks in a metaverse
The primary sink in a metaverse is taxes & fees.
Alliance DAO - Will Robinson on the greatest Blockchain game
JavaScript is not available.
Treeverse - Loopify on NFTs being the gateway for consumer adoption
It’s essential for adoption
Delphi Digital - Ryan posing a question on laws that we can put in a metaverse to make people care enough about other objectives
and alternate objectives for time in virtual worlds
thinking about digital physics x laws of entropy
what laws can we put in a metaverse to make people care enough about other objectives?
Improbable - Herman Narula on metaverses allowing the exchange of value between worlds
Epic Games - Tim Sweeney on not banning NFTs & forcing views onto developers and players
Reddit - CoFounder Alexis Ohanian on awareness of NFTs should not be the goal but rather the experience of it
Crypto Raiders - Kix.eth on Eve Online’s economic problem & their response
The game became "boring" because it was easy to get the rare assets in the game.
In response, they made it much harder to get money and commodities.
Made it too hard and players left!
Framework Ventures - Vance Spencer on games launching in Q4 2022 & Q1 2023

Loot Squad - Brycent on how Web3 games that don’t flex NFTs have a higher chance of onboarding gamers
Nifty Island - Metaverse Land shouldn’t just be free but also yield producing

Variant Fund - Li Jin on NFTs making part of the internet ownable
YGG - Kookoo on how we should focus on building bridges not barriers for gaming
Stop making a fuss about it. We have different reasons why we play. Just focus on BUILDING a bridge not a barrier.

Gn
️
Kevin Lambert on how to create the best games
I see it all the time in game design.
If you don’t make time to play a ton of games, you won’t create the best games.
“If you don’t have time to read, you don’t have the time (or tools) to write.”
If you want to write, King says you have to do two things:
1. Read a lot
2. Write a lot
Loot Realms - LordOfAFew on how Web3 should live by
"build fast and break things"
web3 should live by
"build weird and wonderful things"
Treeverse - Loopify on how Treeverse will integrate soulbound NFTs
Starting as simple as: “You were the first person to kill the Dragon Boss!”
I believe the wallet of a player, even after selling all assets and/or stop playing the game should have meaning.
Treeverse - Loopify on “product first, protocol second” becoming the new norm
BITKRAFT Ventures - Sebastian Park on Building in a Crypto Bear Market
“If you're in a space where a bunch of people are doing different things and you have this window where people don't know what's right, that is the coolest time to be building.”
- @SebPark of @BITKRAFTVC

Framework Ventures - Michael Anderson on the State of GameFi
“In a lot of ways, GameFi is in this kind of idealistic place where they haven't learned a lot of the hard lessons of actually scaling a game and scaling the community, but those will come.”
- @im_manderson from @hiFramework

Delphi Digital - Ryan on building with a community that sees youy game as a product
If people are willing to pay for your product, you'll always have users coming in and iterating on the product with you
- @0xRyze from @Delphi_Digital

Thanks for reading! 🥰
If you enjoyed this edition, do consider subscribing to stay updated! Cheers and have a great weekend 🥂



Watch the full episode:
DAY