Top Results1585 results
Narrative > Revenue: REValuating Crypto Assets
Some think REV it’s the ultimate metric to value chains & price assets, others think it’s just another...It will be based on pure narrative play, just like today, just like the majority of assets....In crypto, assets with ~similar revenue can trade at 5x, 50x, or ~0x. There’s no consistency.
8 Min
DeFi
Jun 2025
Market Musings - Game Time For Crypto Markets
This is the end game we have written about extensively....With top streamers like Ninja or Ludwig playing a Web3 game in front of millions of viewers, it is time...The Game sets itself apart with a focus on verticality, fast-paced engagements, a replaceable cyberlimb...system, advanced aerial movement, and an extraction-based loot system to compete for valuable in-game...
16 Min
Macro & Markets
Oct 2024
A Game Enthusiasts Guide to Tencent's Top Upcoming Games
...wanted to highlight some of my standout picks and share some key takeaways that I believe apply to all game...The game looks like a cross between Devil May Cry and Monster Hunter, and I expect production quality...The game caught headlines in 2024 for its strikingly familiar art style, but it actually looks to be...
6 Min
Gaming
Apr 2025
Policy Formulation Survival Guide for Security Status
Policy Formulation Survival Guide for Security Status Focus: Regulatory posture toward crypto assets,...plays (and I guess we are running it back again every cycle), liquidity is not a cure for offering junk assets...Regulatory posture toward crypto assets, SEC jurisdiction, token taxonomy, and proposed reform paths.
9 Min
Policy
Apr 2025
Finding the Fun in Fundamentals #1 - Mythical Games
Note that in our opinion, revenue derived from the direct sale of assets (e.g. capped supply NFTs or...This philosophy is evident from how the game has been designed...., a total of $300M worth of in-game assets have been traded....The game performed below expectations during its second season in 2024.
13 Min
Gaming
Mar 2025
Playing the Long Game in an Amnesic Market
2024 — Bitcoin ETF, Ethereum ETF, gigabull Larry Fink, a crypto friendly president, several crypto assets...If you’re a builder, and you’re playing the long game by building something real with a genuine value...
5 Min
Financial Market Themes
Feb 2025
MON Protocol - Primed for IP Expansion
...the team has drastically narrowed its focus, choosing to prioritize the development of its flagship game...that early-game content is engaging....the need for better mid and late-game content....Key improvements, such as shifting store assets to the art director team for better visual content and...
16 Min
Gaming
Apr 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
While a strong tech stack is a requirement, it’s not the real end-game....contributors snag skins or in-game assets....Plus, the game can offer these host nodes first dibs on new zones or features....Tokenization of Real-World Assets (RWAs) The path to tokenizing real-world assets (RWAs) like real estate...
30 Min
Infrastructure
Apr 2025
The Year Ahead for Gaming 2025
This dynamic reflects a strong preference among Web3 investors for assets with speculative upside, even...that the market is holding off on more tangible catalysts, such as the activation of OTG’s speculative assets...Token launchpad exposure, particularly through assets like MON, offers broad participation in new launches...
61 Min
Gaming
Dec 2024
April Showers… May Flowers? - Macro & Markets May 2025
Volatility spiked, financial conditions tightened, and risk appetite dried up — sending risk assets and...of the biggest headwinds for markets entering the year was nearly everyone seemed to be bullish risk assets...At this point, it looks as though we are well on our way towards the big picture and end-game that we...
25 Min
Macro & Markets
Jun 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Kraken has recently announced that it plans to enable the tradability of real-world assets on Ink....This is similar to the legal on-chain trading of assets that we currently see with Securitize....U.S. equities, ETFs, and commodity trusts, giving them a great head start in the on-chain security game...
20 Min
Other
May 2025
Finding the Fun in Fundamentals #2 - Wemade
Wemade is far from the typical Web3 game studio story....Core Game Portfolio Wemade’s core strength lies in MMORPGs....As of June 9th, the game remains operational....The game monetizes primarily through in-app purchases (IAPs)....Novel game design and improved graphic fidelity catapulted the game to ₩200B ($151 million) in revenue...
18 Min
Gaming
Jun 2025
The Battle of the AI Agent Frameworks
GAME: While Virtuals is more of a launchpad, the team has also launched its “G.A.M.E. framework” for...building agents which can be accessed through two paths: GAME Cloud (Game lite): A hosted, low-code...If the GAME framework can rapidly improve its agents via the no-code solution, there may be a market...
50 Min
Artificial Intelligence
Feb 2025
Into the Clanker-Verse
Clankermon Clankermon is an onchain trading game that constructs a fictional universe around trading...Clanker ecosystem tokens meet Pokémon characters in a game world influenced by the markets....Native Native is an onchain game embedded within Farcaster with Rollercoaster Tycoon-like world building...
14 Min
DeFi
Jan 2025
Market Musings - New Year, More Volatility
— Jesse Cohen (@JesseCohenInv) December 18, 2024 Needless to say, this was a crushing blow to risk assets...All of these things (and many more) become fair game for speculation....Now with the inauguration in the rear view, and risk assets relatively close to all time highs, it begs...
13 Min
Macro & Markets
Jan 2025
Initia VIP: $300m in Token Rewards
...a % for themselves), usually through measurable onchain actions like transactions, LP value, or in-game...Civitia: Onchain monopoly-style board game where VIP rewards are tied to the % share of SILVER accumulated...(Farming Guide) Battle for Blockchain: An onchain strategy game inspired by Command and Conquer and...
6 Min
Gaming
May 2025
ZKsync & The Elastic Network Endgame
...stems from challenges in traditional financial markets – particularly the illiquidity of real world assets...Firstly, instead of relying on game theory like Optimistic rollups, ZK Chains are purely trusting in...Treasure: Decentralized Game Console Previously integrated on top of Arbitrum, Treasure is a gaming ecosystem...
39 Min
Infrastructure
Jan 2025
Market Musings - Uncertainty Permeates The Market
Trade wars are not great for risk assets in the short term due to the elevated volatility and uncertainty...When investors pile into such assets, it indirectly tells you about their sentiment with respect to current...market conditions (especially within risk assets).
13 Min
Macro & Markets
Feb 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
This report’s first half explores the evolving challenges of game distribution while mapping high-growth...creation, a blockchain wallet is automatically created on the backend, which stores all of the user’s assets...It takes data from in-game achievements, tournaments, and platform campaigns to rank players.
44 Min
Gaming
Feb 2025
Off The Grid - Web3 Gaming's Biggest Launch
assets....Integrated with Off The Grid, TECHNOCORE allows for cross-platform use of assets and adds another, more...However, a key difference is that all in-game assets in OTG are tracked on-chain, including battle passes...Web3 assets have undoubtedly had a meaningful impact on the success of OTG’s launch.
18 Min
Gaming
Oct 2024