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Ahead for Gaming 2024 – Full Report
Year Ahead for Gaming 2024 – Executive Summary
Key Themes
NFTs...#2: Ethereym loses its NFT dominance, and Solana catches up
Theme #3: Physical Collectibles will come...NFTs....Gaming
Covering mobile markets, opportunities in Asia, the nascent fully on-chain gaming sub-sector,...
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2 Min
NFTs & Gaming
Jan 2024
In our view, it is a game changer for brands in 3 fundamental ways:
Digital property rights & ownership...Once the community is onboarded, they can be engaged through games, discounts and utility via NFTs, and...racing video games....Party.
3....The real game-changer comes when NFTs offer actual utility.
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37 Min
NFTs
Nov 2023
Game Theoretic Problem: One of these chains will lock their state after the other, giving them a “free...For a gaming and DEX chain, again probably not, as the opportunity cost of foregoing atomic execution...If one wanted to buy a Bad Kid NFT from Ethereum they would need to go through the following steps:...
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28 Min
Layer 1 / L1
Oct 2023
We asked industry-leading founders 3 important questions about their journey building on their chosen...Stardust
Venly
Enjin
These projects have attracted serious attention from game developers and NFT projects...Venly is focusing on the intersection between NFTs, gaming, and e-commerce....titles coming online over the next 3-5 years.
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11 Min
Gaming
Sep 2022
Source: Nasdaq | Top 3 WeChat mini-games by MAU
This was a pivotal moment in the growth of mini-games...What ensued was a series of viral hits, spearheaded by OHHH Sheep, a match-3-style tile game that hit...Seasons 2 & 3 have both been won by Catizen, a game developed by a Chinese team with previous WeChat...
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31 Min
Gaming
Jun 2024
...a set of nodes controlling 1/3 of the stake)....Solayer is the new kid on the block that saw the opportunity to be a first mover in the restaking game...3% to the DAO....>50% market share of SOL LST
An imminent dominance in the restaking game....Out-of-protocol
Restaking Risks and Market Dynamics
Incentives Here, Incentives There
The restaking game...
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53 Min
Staking
Nov 2024
...an NFT marketplace, the Web3 game Metamon, and a blockchain-based metaverse, USM Metaverse....Gameta is an NFT gaming platform on BNB Chain that hosts multiple hyper-casual and casual Web3 games....Now, the platform will also support the minting, buying, and selling of Ethereum-based NFT assets.
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10 Min
Gaming
May 2023
Inventing highfalutin vocabulary words and playing the political blame game is always tempting but never...failing institutions; (2) steelman the case for why we stand before a historic inflection point; and (3)...In macro circles, this reckoning is known as the “End Game” and focuses on, you guessed it: the U.S....This, my friends, is the End Game.
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38 Min
Macro & Markets
May 2023
The project recently conducted its first NFT mint and is also developing a game called BattleMogs....The company’s use of play-to-mint campaigns, where the highest scoring users can mint in-game NFTs, has...This marks another notable project leaving the Solana ecosystem in the ~3 months following the FTX blow-up...Sony filed more patents around NFTs.
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17 Min
Gaming
Mar 2023
In addition, users were 4% more likely to follow the brand on social media and 3% more likely to look...We have seen the effect an aligned community can have during the peak of the NFT cycle in 2022....of the past decade with The Witcher 3 and Cyberpunk 2077....After peaking when big names like Adidas or Snoop Dog purchased Sandbox Land NFTs, the hype slowly died...
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25 Min
Gaming
May 2024
...has fallen ~30% consecutively over the past 3 quarters
The MENA region and China are investing BIG in...defied expectations
NFL Rivals, the compliant NFT mobile game with almost 1M downloads
ImmutableX announces...Tabi raises $10M in angel investments to build a gaming-focused NFT platform on the BNB Chain.
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12 Min
Gaming
Jul 2023
...community, they managed to grab significant mind share towards the end of 2023 and raised over $40M 3...From February to April 2024, Pixel’s Farm Land NFTs almost doubled from 1.2 ETH to over 2 ETH, underpinning...Overworld Incarnas – the most hyped NFT collection at the start of this year – lost over 75% from its...
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18 Min
Gaming
Sep 2024
Gala Games burns $660M in tokens, two new token standards aim to advance NFT utility, exciting updates...DeGame raised $6.5M to build an NFT gaming aggregation platform....The number of unique active wallets (UAW) and transactions for Web3 gaming dApps ended the month 3% and...Welcome to another edition of Delphi’s monthly Gaming Roundup!
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18 Min
Gaming
Jun 2023
), and a tough next 2-3 years for gaming teams....Gaming NFT Market
As previously mentioned, Web3 gaming NFTs have shown small signs of recovery over the...NFT collections by marketcap. ...in the last 3 months....Theme #3: The Convergence of AI and Gaming
Advancements in large language models (LLMs) have led to an...
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61 Min
Gaming
Dec 2024
...conversion flows should better retain additive player types as opposed to purely extractive ones.
#3...and provide additional utility to Parallel NFT avatar holders....about, it is fair to say that this technology is still 3 to 5 years from fruition....and what NFT-based ownership hopes to bring to the table.
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36 Min
Gaming
Dec 2023
This decentralized gaming ecosystem, which includes a number of different games, NFT projects, and tools...marketplaces, and represents 95% of all gaming and NFT transactions on the network....But before we talk about the organization and how it has become the leading gaming and NFT ecosystem...
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30 Min
Gaming
Mar 2023
Comparing this to the 1.5%-3% charged by traditional banks (not including international transfer fees...THNDR is reportedly responsible for 3% of all LN transaction growth, which just goes to show the impact...Note that some developers using nano-rewards are actively disabling downloads from Tier-3 markets.
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22 Min
Gaming
Nov 2023
That represents one-third of all waking hours and a 3% increase from the year before....Total consumer spend has dropped by 3% YoY to $124B, a reported 40% of mobile companies reported losses...Although entirely F2P, with a wide range of non-NFT assets for players, the game also implements NFTs...games is NFTs with in-game utility.
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34 Min
Gaming
Aug 2023
...art exhibition at NFT NYC last year....Mythical Games, a developer of several Web3 games, has acquired DMarket, one of the top NFT marketplaces...a novel concept for opt-in programmable NFT royalties....The company has reportedly spoken with several L1s, blockchain gaming companies, and NFT marketplaces...
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20 Min
Gaming
Feb 2023
PussyDAO, a DAO connecting NFTs to physical objects (like clothing), officially goes live....TalentDAO bets on modular governance based on soulbound NFTs instead of fungible governance tokens....We think there are some exciting possibilities in the intersection of NFTs, fungible tokens, and in-game...base and make the game unplayable.
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7 Min
DAO
Oct 2022