DEC 06, 2024 • 80 Min
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Join Piers Kicks and the Delphi Research team for an in-depth analysis of Web3 gaming’s trajectory and what lies ahead in 2025. In this comprehensive discussion, the team unpacks the major developments of 2023-2024, from Off The Grid’s groundbreaking console launch to the rise of mobile gaming successes like FableBorn. The conversation explores crucial market dynamics, including funding trends, ecosystem developments, and the evolving relationship between gaming projects and exchanges. The panel dives into the emergence of new distribution models, the impact of AI on gaming, and the potential of user-generated content (UGC) in Web3. With insights from multiple experts, this episode provides a balanced view of both the challenges and opportunities ahead, offering valuable perspective for anyone interested in the intersection of blockchain technology and gaming.
🎯 Key Highlights
▸ The state of Web3 gaming in 2023-24: A deep dive into funding trends, player adoption, and notable launches
▸ Off The Grid’s successful console launch marks a major milestone for blockchain gaming adoption
▸ Mobile gaming emerging as a promising frontier with titles like FableBorn showing strong retention metrics
▸ Analysis of ecosystem dynamics with Ronin’s growing dominance and new players like Base entering the space
▸ Discussion of token distribution mechanics and exchange dynamics affecting gaming projects
▸ Predictions for 2025 including UGC trends, mobile adoption, and potential market rotations
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🧠 Follow the Alpha
▸ Piers’ Twitter: @pierskicks
▸ Joe’s Twitter: @JACL_e9
▸ Duncan’s Twitter: @freaz7
▸ Hunter’s Twitter: @huntersolaire_
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🎧 Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 – Introduction and 2023 Overview
03:04 – Positive Surprises in Gaming
07:09 – Funding Dynamics
17:35 – Off The Grid Analysis
22:27 – Platform Strategy Discussion
29:10 – Infrastructure and Ecosystem Analysis
36:36 – Mobile Gaming Developments
53:19 – Exchange Landscape
01:04:24 – AI Impact on Gaming
01:11:17 – 2025 Predictions
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