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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,...
Report
2 Min
NFTs & Gaming
Jan 2024
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.
Report
11 Min
Gaming
Sep 2022
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.
Report
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:...
Report
28 Min
Layer 1 / L1
Oct 2023
Infrastructure
Apr 2019
Infrastructure
Mar 2020
In this report, we dig into Bitcoin’s outlook as BTC enters back into the limelight after taking a backseat to the “summer of DeFi” craze. We unpack notable long-term indicators, exchange, and holder...
Report
1 Min
Analytics
Nov 2020
...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.
Report
10 Min
Gaming
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.
Report
17 Min
Gaming
Mar 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.
Report
38 Min
Macro & Markets
May 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.
Report
7 Min
DAO
Oct 2022
...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.
Report
12 Min
Gaming
Jul 2023
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...
Report
31 Min
Gaming
Jun 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!
Report
18 Min
Gaming
Jun 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...
Report
20 Min
Gaming
Feb 2023
...other free NFT drops, early access to games, and possible GuildFi token rewards....Merit Circle’s Game NFT MarketplaceSphere is Merit Circle’s game asset-specific NFT marketplace....Their aim is to make a marketplace best suited for gaming NFTs to compete with the likes of OpenSea,...play-to-earn games?
Report
19 Min
Guilds
Oct 2022
...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...
Report
53 Min
Staking
Nov 2024
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...
Report
30 Min
Gaming
Mar 2023
NFTs earlier this year....Fractal, a gaming-focused marketplace, also recently made the move to incorporate Ethereum NFTs....Find Satoshi Lab, the creators of the popular move-to-earn game STEPN, launched MOOAR, an NFT marketplace...This development comes after Mojang’s prior NFT ban (MyMetaverse also released a collection of NFTs for...
Report
12 Min
Games
Dec 2022
Daily transactions were down 3%, and active wallets dropped 5% from the end of September....The company is working on an unannounced F2P casual game and released a 2,000-supply free mint NFT to...The tool aims to reduce barriers for developers looking to create Web3 games and includes NFT Worlds’...
Report
16 Min
Games
Nov 2022



















