GM! Welcome to the 3rd 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 👇
Sam Peurifoy (HivemindCap) - Web3 Games Will Fail Unless They Audit Their Economies
- P2E is dead. Long live P2E
Sharp drawdowns on volume & scholarship earnings are leading to churn, guild deaths & people asking if P2E was all but a dream
A
on the persistence of earnings opportunities in-game and what they can look like
1/18
Zima Red - Communism vs Freedom: The Battle for the Metaverse
The Block Research - Immutable X: Solving Liquidity for NFTs
- Web3 Gaming Player Archetypes
0/7
defivader.medium.comWeb3 Gaming Player Archetypes
Which Player Types Would You Like To Have In Your Game?
- 1/ Games industry enlightenment awaits! Naavik Pro brings another week of top-tier insights.
First, we examine @yugalabs's 11-part roadmap from
@BoredApeYC profile pics to the metaverse, which looks more gamey and less glorified chat room than most.
naavik.co/pro-blockchain…
- For this installment of our new cryptocurrency series, “World Wide Web3,” we discuss the Web2 gaming community’s relationship with the Web3 takeover. Read up!
: @theashleyfrance
revolt.tv/article/2022-0… ONE37pm - Brycent: Best NFT Games to Play Right Now (August)
Frontier Gaming Watch - P2E is dead, Stardust tech & Worldwide Webb Updates
P2E is dead. Long live P2E
Sharp drawdowns on volume & scholarship earnings are leading to churn, guild deaths & people asking if P2E was all but a dream
A on the persistence of earnings opportunities in-game and what they can look like
1/18
Sharp drawdowns on volume & scholarship earnings are leading to churn, guild deaths & people asking if P2E was all but a dream
A
on the persistence of earnings opportunities in-game and what they can look like1/18
- Even during a slow news week in blockchain gaming, there's still plenty to talk about!
- @nomadxyz_ and @solana hacks
- Massively Interactive Live Events (MILEs)
- @limitbreak fundraise
- @binance KYC SBTs
- @playbigtime Open Loot platform
YouTube
youtu.be/dIIXKHTlMTs - Here's my 10 minute presentation from @NFT_NYC
How to Substantiate In-Game Assets and Real-World Value (with @AxieInfinity as an example)
youtube.com/watch?v=JXpJpw…
Naavik - Interview with Matthew Ball: Gaming x The Metaverse
Between 2 Layers - Episode #1: Unlocking Ethereum’s Potential | What Immutable X is Building
- Really enjoyed speaking with @lipp_markus and @kongregate about their new gaming fund and the new ways of thinking about player acquisition and KPI around web3 gaming!
x.com/i/spaces/1ZkKz… - Join us for the next episode with Animoca Brands Co-founder & Executive Chairman, @ysiu as he takes on The Hot Seat, hosted by @BankofSG, to talk about the future of #innovation, #Web3 & #metaverse. The show will debut on August 4, 4 PM SGT.
Sign up here: bit.ly/3zpr3eO
- Chatted with @hleetw, co-founder and CEO of @BloctoApp on gamefi trends, creating interoperability, the freemium model in Web3, and DAOs!
Listen here: spoti.fi/3zsuaT8
Read: medium.com/@Buzhidao_tw/a…
- Season 2 episode 1 releases tomorrow featuring @KieranWarwick the co-founder of @illuviumio! Don't forget to subscribe to #TheNFTGamingPodcast wherever you get your #NFT podcasts
- I read @ballmatthew ‘s Metaverse & How It Will Revolutionize Everything
My fave insight was content & client/server vs dynamic streaming & player-player content
Illustrated using Microsoft Flight Simulator
- CEO/Founder001: @markotero, CEO of blockchain Company @AzraGames creating collectibles and combat RPGs powered by Web3 Tech. A resilient founder who has a track record of creating ~30 failed startups. Some notes from interview by Startup Grind Local: 1/
youtube.com/watch?v=iROeTO… - One way to think about the metaverse is as the successor to the rise of the mobile internet, suggests Matthew Ball in a new book.
Read our review of “The Metaverse”
TREASURE TOWNHALL SUMMARY
Date: Aug 1, 2022
Hosts: @cxf_0886 @0xkarel @NFTravelerr @SimMay0r @Mr_Bahama_
Epic updates on Treasure, BW, Smols & Trove
This mega summary is for those that don't have time to listen and want the TLDR & ALFA
Click into the
TREASURE TOWNHALL SUMMARY Date: Aug 1, 2022
Hosts: @cxf_0886 @0xkarel @NFTravelerr @SimMay0r @Mr_Bahama_
Epic updates on Treasure, BW, Smols & Trove
This mega summary is for those that don't have time to listen and want the TLDR & ALFA
Click into the
- /Thread four: Round 3 Why join a web3 gaming guild?
If you are going to be a blockchain gamer, you need to know about guilds.
Here’s the key intel on gaming guilds to get you on the right path
- 1/ .@Melt_Dem the thesis around #blockchain #gaming imo can be viewed as an economic paradigm shift rather than an incremental growth, gamers represent 3.4 billion today who already have a relationship to virtual currency & goods and is one of the best paths to #massadoption1/ doing some deep dives / thinking on blockchain gaming
the thesis around gaming *sounds* good but i struggle with the market narrative
Roblox ($RBLX) reported negative EBITDA every quarter for the last four quarters, and has a market cap of about $26B today - Gathered my recent comments on all the web2 turned web3 game studios. Here are a few common mistakes I see, and how they can turn it around to make god spot (still up for grab)
Fritten (Treasure DAO) - Top Catalysts for the $MAGIC ecosystem
- 1/
Really proud of how this community has been coming together recently.
Origin is growing quickly and the gameplay is getting more immersive by the day. We just hit 800,000 downloads for early access all without SLP rewards/NFT runes/charms/part upgrades.
- 1/ A reimagined Runescape or WoW,
Whatever you want to call it. Let me introduce to you: @TheTreeverse
Carry on reading
- The success of companies in this era can be largely owed to the philosophy of creating experiences for users.
Apple arguably understood this better than most companies early on.
They knew that innovation, by itself, would not be a significant moat in capturing markets.
/ - 1/ doing some deep dives / thinking on blockchain gaming
the thesis around gaming *sounds* good but i struggle with the market narrative
Roblox ($RBLX) reported negative EBITDA every quarter for the last four quarters, and has a market cap of about $26B today - Web3 gaming user acquisition strategy is interesting. In one way player acquisition is no different from the same strategies used in web2 gaming, however there may be new alternatives and schools of thought.
- The greatest form of investment alpha is to test out products. This sounds obvious, but most don't do it!
The new @AxieInfinity Origin game is in alpha & the economic layer is being turned on soon
Here are 3 reasons why you should test out the new game
- Interesting to see web3 game studios take different mass market growth approaches:
1. Acquire new users outside of crypto (Axie Origins).
2. Acquire new users through easy crypto onboarding (Stepn). - Goes without saying I'm optimistic about future of crypto gaming, so I wanted to review one game that I believe is taking right approach to crypto game dev. Welcome to my thread about @TheTreeverse
Buckle up, it's gonna be a long one.
Read on Mirror:
mirror.xyzTreeverse - seedling of evergreen GameFi summer
Goes without saying I'm optimistic about the future of crypto gaming (just see my bio on Twitter), so I wanted to review one game that I believe is taking the right approach to crypto game dev....
- Let’s talk about what our team at @blackblock_io are building with #TheSprawl real quick (1/12) #thread #story
- Are you a Virtual LAND
owner yet?
More than owning a piece of the Metaverse, it's being part of a vibrant community co-creating the future of entertainment & culture #Web3
A thread
1/n
- How does #Datawisp work?
Find gems in your #data in 3 simple steps:
Import your data
Build a query by linking one or more no-code blocks
Visualize the output & share it with anyone.
That’s it!
More on @datawispio on:
datawisp.io
$APE token from @yugalabs is releasing 32.5m tokens in September. This will result in over 10% inflation.
If you're buying $APE before then, you better be confident that the price action will outrun the inflation.
p.s. it happens again in March.
Our August watchlist is live 
This month's features are @ColonizeMarsNFT @WorldEternalMMO @InfiniteFleet @BenjiBananas @HeroesChained @TheSandboxGame @MegaCryptoPolis @WeArePlanetMojo
Let us know what's on yours!
playtoearn.online/2022/08/02/pla…
#play2earn #NFTgaming #cryptogaming- I was wrong on crypto gaming. 5 years ago, was confident it would have found product market fit by now. I misunderstood a lot of “subtle” dynamics (maybe not so subtle to people in gaming industry, but never heard most of these objections in crypto /11/ doing some deep dives / thinking on blockchain gaming
the thesis around gaming *sounds* good but i struggle with the market narrative
Roblox ($RBLX) reported negative EBITDA every quarter for the last four quarters, and has a market cap of about $26B today - U might be surprised to know...
Long before #Blockchaingaming was a thing @valvesoftware led the gaming industry in:
- Asset trading
- DAOs
- Interoperability
- Virtual economies
Every #NFT project needs to understand the foundation Valve & @Steam created!
1/ .@Melt_Dem the thesis around #blockchain #gaming imo can be viewed as an economic paradigm shift rather than an incremental growth, gamers represent 3.4 billion today who already have a relationship to virtual currency & goods and is one of the best paths to #massadoption
1/ doing some deep dives / thinking on blockchain gaming
the thesis around gaming *sounds* good but i struggle with the market narrative
Roblox ($RBLX) reported negative EBITDA every quarter for the last four quarters, and has a market cap of about $26B today
the thesis around gaming *sounds* good but i struggle with the market narrative
Roblox ($RBLX) reported negative EBITDA every quarter for the last four quarters, and has a market cap of about $26B today
A mix of news, updates and action items for notable Web3 games and projects
It’s not too late to join the next Web3 Accelerator batch!
Apply by Aug 8
Cohort begins Sept 12
Open to all Web3 projects.
Apply here: alliance.xyz/apply
- 1/ Update Thread on @Worldwide_WEB3 coming Tomorrow, August 4th
- Massive additions to landholder alpha
- Improvements to in-game & social updates
- Webb Festival & Integration Leaks
Engage with this thread to have a chance to win an apartment #JoinTheWebb
- This week we're working on a procedurally generated map for our next o̶f̶f̶i̶c̶e̶ game:
plants
water coolers
obsidian-based snacks
coffee machines
w̵̲̱̰̭̭͋͑̉̊̿a̵̺͐̈́͗̽ ̷͉̅̔͂̋̀ͅţ̶̲̦̝̙̚ ̸͔̘̥̎̔͝c̵̘̜͉͇̽̉͗͘ḫ̵͔̋̊ ̴̭̞̻̟͗̋̀ ̵̣̑͂̚o̵̧̗̎ ̷̯̫͚͑̈́̈́u̸͍̽ṫ̶͔̣͛̋̀̀ţ̷͍̪̪̌̇̾̄̏
- Like WOOL, time is precious.
The full game will afford Players of all shapes and sizes the opportunity to prosper.
- The Shepherd - What's next for Crypto Raiders?
Putting the MMO in RPG. - Beyond excited for the release of the playable build of @RuffionReborn!
Join their Discord to learn more and sign up to test it out!
#PoweredByTreasureJoin the discord discord.gg/wVGEPaFz2G and click the @Treasure_DAO emoji on the latest #announcment for a chance to try out the Ruffion Reborn demo!
- We've got highlights on esports, charity, & subDAOs for our Q2 2022 recap to name a few!
Check out the full coverage of our latest Community Update on Medium below!
medium.com/yield-guild-ga… - THE BETA PASS PROGRAM IS HERE! Play @PulsarGame's August Beta Release
Receive 1/150 Beta Pass NFTs
Join the private Discord First look at game updates and content
Access to things @Alvaro12rw won't let us announce
What is in the Beta and how do I join?!
- When everyone is preparing for CC0 summer…
HyperLoot is preparing for CC0 War
- Join us as we talk about our mint and next phase with @DeezeFi @sobylife and @funghibull
x.com/i/spaces/1vAGR…
The @webaverse allowlist mint has begun!
metadrop.com/drops/webaverse
If you registered for the rafflelist, connect your wallet to see if you won. 5,187 ppl registered in total, but only 150 from each community won!
Heres a count of the # of ppl registered from each community:
1/n
metadrop.com/drops/webaverse
If you registered for the rafflelist, connect your wallet to see if you won. 5,187 ppl registered in total, but only 150 from each community won!
Heres a count of the # of ppl registered from each community:
1/n
Games, protocols & projects that are new, interesting and under the radar
Michael Anderson (Framework Ventures) - Blockchain Games are coming
Blockchain Games are coming
They're going to take probably 9 months, but by the time people realize how big these are
Crypto will have changed dramatically
- @im_manderson
They're going to take probably 9 months, but by the time people realize how big these are
Crypto will have changed dramatically
- @im_manderson
Will Robinson (Alliance DAO) - Blockchain’s signifance to gaming
Andrew Steinwold (Sfermion) - Before Metaverse, After Metaverse
The metaverse is part technology, part evolution and part religion
The metaverse will change society and our species
BCE & CE will change into BM & AM
Before Metaverse, After Metaverse
The metaverse will change society and our species
BCE & CE will change into BM & AM
Before Metaverse, After Metaverse
Kix.eth (Crypto Raiders) - The 3 core foundations of NFTs
These 3 things are the most important core foundation of NFTs:
1. Provenance
2. Ownership
3. Interoperability
#3 is the least explored aspect.
CC0 creates friction around #2, but allows #3 to be truly explored.
1. Provenance
2. Ownership
3. Interoperability
#3 is the least explored aspect.
CC0 creates friction around #2, but allows #3 to be truly explored.
threepwave (Crypts and Caverns) - Creator Economy
Games that pay people to play 
Games that pay people to create content
I’m increasingly convinced that game servers as protocols paying fees to level, art, quest, story creators is the future.
Games that pay people to create content
I’m increasingly convinced that game servers as protocols paying fees to level, art, quest, story creators is the future.
Jonah Blake (Real Third Web) on influencers using the narrative of NFTs & Gaming to pump their own bags
Hot take: most web3 collectors and influencers don’t actually care about gaming and are just using the narrative of NFTs and gaming to pump their own bags. Ask them what web2 video games they’re playing right now…
Nifty Island - Web3 represents a breaktrhough in how we associate & coordinate online
Web3 represents a breakthrough in how we associate and coordinate online 
Games are where these powerful new systems will first be applied
Then we'll take on the real world together
Games are where these powerful new systems will first be applied
Then we'll take on the real world together
Loopify (Treeverse) - You don’t need to reinvent the wheel all the time in Web3
You do not need to reinvent the wheel all the time in Web3.
Sometimes the best, and simplest approach is looking at existing models.
Sometimes the best, and simplest approach is looking at existing models.
Imran Khan (Alliance DAO) - “Move fast break things” mentality will not work in crypto
It should be clear to founders/investors that the 'move fast break things' mentality from Web2 will not work in crypto
By overlooking security and prioritizing growth you are effectively telling your users to go to your competitors or worse leave crypto permanently
By overlooking security and prioritizing growth you are effectively telling your users to go to your competitors or worse leave crypto permanently
Kix.eth (Crypto Raiders) - The biggest game innovations came from MODS created for free by passionate devs
Did you know some of the biggest game innovations of the past 20 years, all came from MODs created for free by passionate devs?
MOBAS = Warcraft 3 Mod
Battle Royale = Arma 2 Mod
Sadly the big studios copy these modes and make billions.
Blockchain can innovate 3rd party rewards
MOBAS = Warcraft 3 Mod
Battle Royale = Arma 2 Mod
Sadly the big studios copy these modes and make billions.
Blockchain can innovate 3rd party rewards
Brycent - Build for long term opportunities not short term bags
Nickmetzler - Timelocked games
Very few have mindfully experimented with time-locked games yet
Games that the world can only play for a limited time and then it's gone forever. Like nugget dippin szechuan sauce was 'gone forever'.
Scarcity is more than a number in a collection.
Games that the world can only play for a limited time and then it's gone forever. Like nugget dippin szechuan sauce was 'gone forever'.
Scarcity is more than a number in a collection.
Kix.eth (Crypto Raiders) - Digital economies will thrive in Web3, challenging is making them long-term sustainable
People often clown on NFTs and Web3, especially when it comes to integration with gaming.
Do you know there are ships in Eve Online worth 10's of thousands of real life dollars?
Digital economies will thrive in Web3, the challenge is making them long-term sustainable, 10yr+
Do you know there are ships in Eve Online worth 10's of thousands of real life dollars?
Digital economies will thrive in Web3, the challenge is making them long-term sustainable, 10yr+
Loopify (Treeverse) - Backbone of your project comes from building a strong community
As the face of an NFT project, your job is to express the vision you have long-term to your community to the best of your capability.
The backbone of your project comes from building a strong community. They help you in times of need.
So, don't build it on lies or hype.
The backbone of your project comes from building a strong community. They help you in times of need.
So, don't build it on lies or hype.
Kix.eth (Crypto Raiders) - 2 biggest NFT applications over the next few years
I talked with an investor in Crypto Raiders today who said the two biggest NFT applications he see's over the next few years:
1. Digitization of Physical Goods
2. Gaming
1. Digitization of Physical Goods
2. Gaming
Kix.eth (Crypto Raiders) - The true metaverse
The true metaverse will be a decentralized protocol that any digital experience can interlink with.
You will not need to own land to build on top of it.
You will not need to buy an NFT to participate.
I'm not sure whether there will be a currency token attached or not.
You will not need to own land to build on top of it.
You will not need to buy an NFT to participate.
I'm not sure whether there will be a currency token attached or not.
Brycent - Assimilation will be key
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