Playlist V8

GM! Welcome to the 8th 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 / Newsletters

Simon 💪🏼🐻🕹
@skilllevel7

Watching the funding announcements in Web3 gaming over the past year or so, it’s obvious that the bulk games in this space have raised not enough money to succeed but just enough money to fail (<$5M). We saw this in mobile in the 2010s, thread on why and what’s next

1/22

753
2:18 PM • Oct 23, 2022
Konvoy Ventures - State of Game Investment: Q3 2022
Delphi Digital - Gaming Guilds Update
Delphi Digital - Exploring the Utility of IMX
Delphi Digital - Why the Future of Fashion is in the Metaverse
Naavik - Legal & Regulatory Considerations in Web3 Gaming
Kevuru Games - All in One Metaverse Gaming Guide
Frontier Gaming Watch - VTubing, LimitBreak & More
FOGDAO - Web3 Games & the Resurrection of Staking
VaderResearch
@VaderResearch

Token Value Accrual

What is value? How to decide on inflow currency? What are the differences between different value accrual mechanisms (buybacks, staking, token incentives)?

We cover it all in our latest piece!

1/13

defivader.medium.com
Token Value Accrual

Token Buyback & Burn, Staking Rewards, Incentives and More

55
9:00 AM • Oct 26, 2022
VaderResearch
@VaderResearch

VCs & founders shouldn't receive any tokens until the underlying business matures!

i) Unlocked VC & founder tokens put sell pressure on token price
ii) VCs & founders gradually lose incentive to build a long-term franchise

1/9

defivader.medium.com
Token Vesting Period Proposal

VCs & Founders Shouldn’t Receive Any Tokens For 7+ Years

59
1:12 PM • Oct 10, 2022

Simon 💪🏼🐻🕹

@skilllevel7

Watching the funding announcements in Web3 gaming over the past year or so, it’s obvious that the bulk games in this space have raised not enough money to succeed but just enough money to fail (<$5M). We saw this in mobile in the 2010s, thread on why and what’s next

1/22

🎬 Podcasts / AMAs / Watches

Imma Gram - A Japanese Virtual Human that has been making waves on the internet

📝 Notes / Summaries

jonathan huang
@fareastwitcher

Global Web3 Gamer Study just dropped by our friends at @Coda_Labs, @laguna_games, @BGameAlliance, @DappRadar

some interesting insights from the numbers, and also some questions to think about - a thread

181
6:53 AM • Oct 6, 2022

jonathan huang

@fareastwitcher

Global Web3 Gamer Study just dropped by our friends at @Coda_Labs, @laguna_games, @BGameAlliance, @DappRadar

some interesting insights from the numbers, and also some questions to think about - a thread

🧵 Threads on Web 3 Gaming

Simon 💪🏼🐻🕹
@skilllevel7

I see huge parallels in Web3 today with the first batch of F2P browser and later mobile games. Back then everyone also agreed that the space needed "more good games" but the games that went on to be successful looked nothing like the games that came before them. A thread 1/13

184
3:15 PM • Oct 10, 2022
Daniel Mason
@dgmason

Today, Apple released new rules for crypto apps (especially web3 games) in the App Store.

Apple's stance on NFTs, crypto, and payments will have a massive effect on the industry.

A featuring critical points, my takeaways, and winners/losers based on initial reading:

1,829
9:31 PM • Oct 24, 2022

GREG ISENBERG

@gregisenberg

If you can build a successful casual game from scratch, you can literally do anything

SaaS, marketplaces, social etc.

The most compelling software and communities include well-thought out game mechanics

Point: those that understand game mechanics, can move mountains

📰 Web 3 Gaming News / Updates / Action Items

A mix of news, updates and action items for notable Web3 games and projects

Alien Worlds - Launched in-game DAOs Link
Aurory - State of Aurory Address Link
Axie Infinity - Land mini-game ‘RayLights’ is now Live Link
Big Time - Opened alpha to Space NFT holders Link
Blast Royale - Launched Open Beta Testing Link
BUD - Launched on Polygon & will release special Gold BUD Passes Link
Cantina Royale - Game Launch (Oct 31) Link
Captain Tsubasa - Launching end of 2022 Link
Castaways - Airdropping 10k Treasure Chests to most active players

Limit Break - Purchased a $6.5 million ad for its DigiDaigaku game at the Super Bowl

🔍 Newly Spotted Projects

Games, protocols & projects that are new, interesting and under the radar

Superior (@SuperiorTheGame)

Co-op roguelite third-person shooter by Drifter Entertainment & Gala Games

Under Realm (@PlayUnderRealm)

An open-source, free-to-play, strategy trading card game built on Solana. Alpha release in Dec 2022

Parea Labs (@PareaLabs)

Blockchain GameFi company developing a multiplayer P2E mobile game in Mad Raid along with Punch Studio

Oath of Peak (@oathofpeak)

Fantasy MMORPG based on ancient mythology built by Yeeha Games

Hyper Play Gaming (@hyperplaygaming)

Web3-native Game Installer where users can bring their wallet, tokens and NFTs into every desktop game

Lost In Cairo (@lostincairogame)

Autonomous World built on Starknet. Cooperate to solve the mysteries behind a Solarpunk future

Star Symphony (@starsymphony_io)

Eternal Station (@eternalstn)

Action-adventure, web3 inspired game with fair competition, DeFi elements, and a reward system for the Eternal Passengers.

Metal Genesis (@metalgengame)

Fast-paced AAA blockchain mecha shooter game being built by Lemon Sky Studios and coming to Froyo Games in 2023

Enter The Mythos (@EnterTheMythos)

A Foundation that aims to reduce barriers to entry for innovative game developers that want to build thiriving Play & Own game economies

Huge Brain Games (@HugeBrainGames)

Web3 studio creating games that are easy to understand but take an eternity to master ————— pilot coming soon

Play Alterra (@PlayAlterra)

Your fortune is waiting beyond the shores of Alterra.

Kaeru1 (@project_kaeru1)

Turning reality into a game. First move2play project on Oasys

Parallel Info (@Parallel_Info_)

Website built to overcome language barriers & educate people about @ParallelTCG, @EchelonFND and the $Prime ecosystem in general

Magic Galacticats (@playmgc)

Fully on-chain deck-building auto-battler game with card art by Dall-E 2. Play for free =^w^=

Vox (@TheVOXverse)

An immersive metaverse being built on the cutting edge of Web3 by Gala Games & Will Wright (Creator of The Sims & Sim City) where fans are able to take their VOX through different biomes, meet other VOX, collect resources and more

Sequel (@sequel_gg)

Lifelong gamers sharing insights on how blockchain can find its place in video games

Nitro Nation: World Tour (@NitroNationTour)

AAA Web3 mobile racing game built in partnership with CM Games, the creators of the Nitro Nation franchise where players race, earn, collect & own hundreds of fully licensed NFT cars from the world’s most sought-after car manufacturers

Moonlit Games (@Moonlit_Games)

Game-forward studio building Rogue Nation, a modern rogue-lite combining fast-paced gameplay with deep progression through player actions

Battlestar Galactica Eternity (@bsgeternity)

4X Strategy MMO being developed by Revolving Games on the Gala Games Blockchain where players rebuild their fleets, reunite their factions & reclaim the 12 colonies

🗨️ Quotable Quotes

Rich Cabrera on onboarding Web2 gamers to Web3

Rich Cabrera

@ReadyPlayerRich

It will NOT be as difficult to onboard web2 gamers to web3 as people think

@12am did 400k mints in 17 hours

You just need a compelling reason (good/different game) and a seamless onboarding experience (custodial wallet)

John Patten on building immersive metaverses

✨ Smol Dev

@smoldev__

NFT communities that can’t build DeFi won’t build immersive metaverses.

Want your character to trade huge quantities of inventory efficiently? How about bartering with NFTs or even jewel economies with lots and lots of jewels?

Teams that build the protocols build the metaverse.

Jonah Blake on the ultimate split between gaming NFTs & other NFTs

Jonah 🎮

@RealJonahBlake

The reveal of Magic Eden’s plans are the first sign you will see that will lead to the ultimate split between gaming NFTs and other NFTs. The greatest gaming NFTs will be able to operate without any of these marketplaces.

Gabby Dizon on GameFi Summer 2023

Gabby Dizon | YGG

@gabusch

I think we're gonna have NFT gaming summer 2023.

Piers Kicks and his optimism on crypto gaming for the next 6 - 12 mohnths

Piers Kicks

@pierskicks

Pumped for the next 6-12 months with so many crypto games releasing playable builds.

The results of the explosion of investment and interest are yet to see the light.

ZeroBeta on Liquidity Mining for NFTs

JavaScript is not available.

https://x.com

Kickiniteasy on the return of browser gaming

Kickiniteasy

@kickiniteasy

fun thing about web3 gaming & NFTs is the return of browser gaming vs. mobile gaming

vs.

mobile crypto web3 wallet integration is bad, forces desktop Chrome & Metamask use

bigger screens, better input devices, more CPU, more GPU, landscape mode, & fast dev cycles

Daes on onchain identity being more interoperable than gaming assets

Daes

@0xDaes

the future of web3 gaming isn’t interoperable game assets

no game dev wants your farmed assets from another game, and no one will care about assets from a game no one plays

onchain identity in the form of reputation and skill is way more interoperable between games

Thanks for reading! 🥰

If you enjoyed this edition, feel free to collect it as a FREE NFT to show your support!

GM! Welcome to the 8th 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 / Newsletters

Simon 💪🏼🐻🕹
@skilllevel7

Watching the funding announcements in Web3 gaming over the past year or so, it’s obvious that the bulk games in this space have raised not enough money to succeed but just enough money to fail (<$5M). We saw this in mobile in the 2010s, thread on why and what’s next

1/22

753
2:18 PM • Oct 23, 2022
Konvoy Ventures - State of Game Investment: Q3 2022
Delphi Digital - Gaming Guilds Update
Delphi Digital - Exploring the Utility of IMX
Delphi Digital - Why the Future of Fashion is in the Metaverse
Naavik - Legal & Regulatory Considerations in Web3 Gaming
Kevuru Games - All in One Metaverse Gaming Guide
Frontier Gaming Watch - VTubing, LimitBreak & More
FOGDAO - Web3 Games & the Resurrection of Staking
VaderResearch
@VaderResearch

Token Value Accrual

What is value? How to decide on inflow currency? What are the differences between different value accrual mechanisms (buybacks, staking, token incentives)?

We cover it all in our latest piece!

1/13

defivader.medium.com
Token Value Accrual

Token Buyback & Burn, Staking Rewards, Incentives and More

55
9:00 AM • Oct 26, 2022
VaderResearch
@VaderResearch

VCs & founders shouldn't receive any tokens until the underlying business matures!

i) Unlocked VC & founder tokens put sell pressure on token price
ii) VCs & founders gradually lose incentive to build a long-term franchise

1/9

defivader.medium.com
Token Vesting Period Proposal

VCs & Founders Shouldn’t Receive Any Tokens For 7+ Years

59
1:12 PM • Oct 10, 2022

Simon 💪🏼🐻🕹

@skilllevel7

1/22

🎬 Podcasts / AMAs / Watches

📝 Notes / Summaries

jonathan huang
@fareastwitcher

Global Web3 Gamer Study just dropped by our friends at @Coda_Labs, @laguna_games, @BGameAlliance, @DappRadar

some interesting insights from the numbers, and also some questions to think about - a thread

181
6:53 AM • Oct 6, 2022
Conglomerate
@0xconglomerate

Have you ever wondered what it means to launch a game on Oasys?

In this thread, I will highlight the most promising features that Oasys offers - as discussed from the recent AMA with @carv_official.

Part 2 of my MEGA THREAD on @oasys_games

8
2:32 AM • Oct 25, 2022
Arto
@ProofOfDork

Excellent webinar here: prof Edward Castronova x Machinations on The Design Pillar of Sustainable Game Economies
Some highlights with my notes below

Machinations
@machinationsio

Recording available

Miss our webinar last week? Catch the full webinar and the insightful presentation from Pr. Edward Castronova on the Design Pillars of Sustainable Game Economies here youtube.com/watch?v=fdG6TI…

#GameDev #GameEconomy #GameDesign

7
5:38 PM • Sep 29, 2022
kostaszrk (gg,🇬🇷)
@kostaszrk

1/10 Gained access to @illuviumio's Arena beta, playtested, and came to share my notes.

Illuvium: Arena has 3 modes. Survival, Ascendant, and Leviathan. (for more here, play.illuvium.io/arena)
For the beta, only Survival was available. Survival is a PvE autochess.

94
1:03 AM • Oct 25, 2022
kostaszrk (gg,🇬🇷)
@kostaszrk

1/8 Playtested Superior, and there were more than a few things to note

Superior is an upcoming title developed by @GoGalaGames
Quoting, "Superior is a co-op, roguelike, third-person shooter where all the superheroes have turned into evil abominations."

11
2:49 PM • Oct 4, 2022
kostaszrk (gg,🇬🇷)
@kostaszrk

1/10 I playtested @the_phantom_g, and here are my many takeaways

Phantom Galaxies is an open-world space exploration game developed by @blowfishstudios
The available alpha demo is a single-player story mode with 4 Episodes (Note: It has been in dev close to 3 years)

26
11:10 PM • Oct 11, 2022
kostaszrk (gg,🇬🇷)
@kostaszrk

1/7 Playtested @PulsarGame's single-player mode, and here are my takeaways

Pulsar is an MMO-RTS developed by @12RandomWords, although I saw only the RTS side.

17
11:14 PM • Oct 16, 2022
ArboGuild
@ArboGuild

After listening to the latest twitter spaces between @BoredElonMusk, @ParagonsDAO and @RufusWinner from @meetARBO, here are some alfa takeaways from what was discussed

27
2:56 PM • Oct 6, 2022

jonathan huang

@fareastwitcher

🧵 Threads on Web 3 Gaming

Simon 💪🏼🐻🕹
@skilllevel7

I see huge parallels in Web3 today with the first batch of F2P browser and later mobile games. Back then everyone also agreed that the space needed "more good games" but the games that went on to be successful looked nothing like the games that came before them. A thread 1/13

184
3:15 PM • Oct 10, 2022
Daniel Mason
@dgmason

Today, Apple released new rules for crypto apps (especially web3 games) in the App Store.

Apple's stance on NFTs, crypto, and payments will have a massive effect on the industry.

A featuring critical points, my takeaways, and winners/losers based on initial reading:

1,829
9:31 PM • Oct 24, 2022
Simon 💪🏼🐻🕹
@skilllevel7

Thread on Apple's NFT guidelines and why this is (mostly) good news for game devs.

1/12

156
3:04 PM • Oct 25, 2022
Simon 💪🏼🐻🕹
@skilllevel7

The game discussers on CT have been talking about the impact of 0 royalties on Web3 game projects. There seems to be a school of thought that this won't have much on an impact on games, this is completely mistaken. A thread why royalties matter for Web3 games

1/15

90
2:28 PM • Oct 16, 2022
loaf
@lordOfAFew

Dabbling in a dual token design to create an on-chain app-store-like marketplace for games

It is always the chicken and egg problem when creating a platform. Incentives must align and builders must know a market exists.

Play to Earn?

It’s time for Play to Die & Build to Kill

94
10:41 AM • Oct 21, 2022
Josh Lu
@JoshLu

5 weeks into the job as a Games VC, I've come across some really impressive founders with ideas for games I am dying to play and deserve funding

But not every great game idea *should* get funding from a VC.

Why? And what other options exist for new game teams?

155
3:22 PM • Oct 17, 2022
j
@JavierAng_

@Treasure_DAO is a perfect example of why execution matters more than 1st mover advantage

on how a derivative project became arguably the best gaming ecosystem in crypto

150
1:55 PM • Oct 7, 2022
aiko/acc
@0xAikoDai

Thoughts on cloud gaming:

1/ Cloud gaming is regarded as the second curve after F2P. It is tentative commercialization and various experiments, not a clear and inevitable future.

41
5:02 AM • Oct 5, 2022
PeterTheRock - Polygon Gaming Activity Dune Dashboard
sal.hl
@salxyz

Web3 Gaming Manifesto - The History of Gaming and its Web3 Future

I read 400+ pages of books, academic papers, and blogs about video game economic design so you don’t have to!

Some of these findings will surprise you
1/50

702
10:01 PM • Sep 30, 2022
GREG ISENBERG
@gregisenberg

If you can build a successful casual game from scratch, you can literally do anything

SaaS, marketplaces, social etc.

The most compelling software and communities include well-thought out game mechanics

Point: those that understand game mechanics, can move mountains

1,991
12:58 PM • Oct 1, 2022
Miss Sentient
@0xsachi

Takeaways from Vietnam:

1) play2earn doesn’t work. We need other ways to monetize ( in game ads, tournaments, win2earn)

2) bnb is dominant but ppl are eager to build on Polygon

3) top web 3 games are from Vietnam ( Pegaxy, Axie, etc)

Excited 2 see what comes next

46
5:23 PM • Oct 7, 2022
Avalanche Gaming 🔺
@GamingOnAvax

Here are over 40 reasons why Avalanche is a gaming platform.

After reading, you'll know why we needed a separate account just for the gaming ecosystem

546
4:25 PM • Oct 6, 2022
Kieran.eth
@KieranWarwick

Illuvium Vision Thread The Next 20 Years

1,109
5:56 AM • Oct 1, 2022
jarindr | ( zentry arc )
@jarindr

1/x A thread on why we think NFTs will be a better option compared to tokens for most Web3 games.

And The open vs closed economies

here are some insights you should look into especially games

88
10:14 AM • Oct 13, 2022

GREG ISENBERG

@gregisenberg

📰 Web 3 Gaming News / Updates / Action Items

A mix of news, updates and action items for notable Web3 games and projects

Alien Worlds - Launched in-game DAOs Link
Aurory - State of Aurory Address Link
Axie Infinity - Land mini-game ‘RayLights’ is now Live Link
Big Time - Opened alpha to Space NFT holders Link
Blast Royale - Launched Open Beta Testing Link
BUD - Launched on Polygon & will release special Gold BUD Passes Link
Cantina Royale - Game Launch (Oct 31) Link
Captain Tsubasa - Launching end of 2022 Link
Castaways - Airdropping 10k Treasure Chests to most active players Link
Cradles: Launched its pre-alpha time-based MMORPG (Oct 10 - Oct 20) Link
Crypto Unicorns - Jousting Gameplay Trailer Link
Curio - Phase 1 Announcement & Playtest coming soon Link
Decentral Games - Launched ICE Poker Season 2 Link
Eternal Dragons - Alpha Demo Launch at Breakpoint Games Day (November 4) Link
Final Form - Early Access PC Version is Live Link
Forge Arena - Launching on Epic Games in December 2022 Link
Gala Games - Superior to go live on Steam later this year Link
GamerGains - Launched closed beta (Earn crypto by playing games) Link
Genopets - Google Fit integration update Link
Grit - Launched closed beta on Epic Games Store with open signups available. Link
Halfwish - Introduction to its PvP Roguelite Card Game Link
Helix Metaverse - Game access Oct 25 - 31 Link
Heroes of Mavia - Alpha Gameplay Footage Link
Illuvium - Private Beta 2 Tutorial Link
Knights of the Ether - Launching Closed Beta Link
Lattice - Announced OPCraft, a 3D Autonomous World Link
LifeForce Games - Launched Pre-Alpha of Spark Defense Link
Limit Break - Running $6.5m Super Bowl ad campaign Link
Loot Realms - Announced Lords Table #11 Link
Mech Infinity - Game Demo Launch Link
Metal Core - Launched Open World Alpha Link
Mighty Bear Games - Announced upcoming free NFT release Link
Mithraeum - Dev Diary for Bronze Age II Test Link
Mythical Games - Launch of the Mythos Foundation & $MYTH utility token Link
Nitro Nation World Tour - Launching Closed Beta in Q4 2022 - Q1 2023 Link
Nyan Heroes - Dev Dispatch #01 Link
Pixels Online - Airdropping tokens to Top 20,000 wallets Link
Shrapnel - Multiplayer Gameplay Footage Link
Sipher - Alpha Playtest Updates Link
Smash Stars: Thunderdome - PvE Demo Launching Soon Link
Sorare - Launches beta for NFT-based NBA Fantasy Sports Game Link
Splinterlands - Airdrop program based on approved SPS proposals Link
Stella Fantasy - Launched Public Beta Test (Oct 27 - Oct 31) Link
STG Football - Launching beta on Epic Games Store later this month Link
Sunflower Land - Next Public Beta Cohort in November Link
Tearing Spaces - Launched Beta Version Link
The Bornless - Released Gameplay Trailer Link
Treeverse - Monthly Treeverse Update #10 Link
World Eternal Online - Announced Alpha Season 0 rewards Link
Worldwide Webb - Opening to all players for Halloweeb Heist Link

🔍 Newly Spotted Projects

Games, protocols & projects that are new, interesting and under the radar

Superior (@SuperiorTheGame)

Under Realm (@PlayUnderRealm)

Parea Labs (@PareaLabs)

Oath of Peak (@oathofpeak)

Hyper Play Gaming (@hyperplaygaming)

Lost In Cairo (@lostincairogame)

Star Symphony (@starsymphony_io)

Eternal Station (@eternalstn)

Metal Genesis (@metalgengame)

Enter The Mythos (@EnterTheMythos)

Huge Brain Games (@HugeBrainGames)

Play Alterra (@PlayAlterra)

Kaeru1 (@project_kaeru1)

Parallel Info (@Parallel_Info_)

Magic Galacticats (@playmgc)

Vox (@TheVOXverse)

Sequel (@sequel_gg)

Nitro Nation: World Tour (@NitroNationTour)

Moonlit Games (@Moonlit_Games)

Battlestar Galactica Eternity (@bsgeternity)

🗨️ Quotable Quotes

Rich Cabrera on onboarding Web2 gamers to Web3

Rich Cabrera

@ReadyPlayerRich

John Patten on building immersive metaverses

✨ Smol Dev

@smoldev__

Jonah Blake on the ultimate split between gaming NFTs & other NFTs

Jonah 🎮

@RealJonahBlake

Gabby Dizon on GameFi Summer 2023

Gabby Dizon | YGG

@gabusch

I think we're gonna have NFT gaming summer 2023.

Piers Kicks and his optimism on crypto gaming for the next 6 - 12 mohnths

Piers Kicks

@pierskicks

Pumped for the next 6-12 months with so many crypto games releasing playable builds.

The results of the explosion of investment and interest are yet to see the light.

ZeroBeta on Liquidity Mining for NFTs

JavaScript is not available.

https://x.com

Kickiniteasy on the return of browser gaming

Kickiniteasy

@kickiniteasy

fun thing about web3 gaming & NFTs is the return of browser gaming vs. mobile gaming

vs.

mobile crypto web3 wallet integration is bad, forces desktop Chrome & Metamask use

bigger screens, better input devices, more CPU, more GPU, landscape mode, & fast dev cycles

Daes on onchain identity being more interoperable than gaming assets

Daes

@0xDaes

Thanks for reading! 🥰

If you enjoyed this edition, feel free to collect it as a FREE NFT to show your support!

📁 Reports / Research / Essays / Newsletters

🎬 Podcasts / AMAs / Watches

📝 Notes / Summaries

🧵 Threads on Web 3 Gaming

📰 Web 3 Gaming News / Updates / Action Items

🔍 Newly Spotted Projects

🗨️ Quotable Quotes

JavaScript is not available.

Thanks for reading! 🥰

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Playlist V8

📁 Reports / Research / Essays / Newsletters

Token Value Accrual

Token Vesting Period Proposal

🎬 Podcasts / AMAs / Watches

📝 Notes / Summaries

🧵 Threads on Web 3 Gaming

📰 Web 3 Gaming News / Updates / Action Items

🔍 Newly Spotted Projects

🗨️ Quotable Quotes

JavaScript is not available.

Thanks for reading! 🥰

Wassie Capital

📁 Reports / Research / Essays / Newsletters

Token Value Accrual

Token Vesting Period Proposal

🎬 Podcasts / AMAs / Watches

📝 Notes / Summaries

🧵 Threads on Web 3 Gaming

📰 Web 3 Gaming News / Updates / Action Items

🔍 Newly Spotted Projects

🗨️ Quotable Quotes

JavaScript is not available.

Thanks for reading! 🥰

Wassie Capital

Token Value Accrual

Token Vesting Period Proposal

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