Introduction Apps need users, and users seek yield....They are defined better as a marketplace connecting restakers (users seeking extra yield on staked assets...Solayer is the new kid on the block that saw the opportunity to be a first mover in the restaking game...>50% market share of SOL LST An imminent dominance in the restaking game.

In the context of crypto gaming guilds, gaming is obviously their focal point....It’s also worth noting that Yield Guild is the only guild with a higher AUM than they initially received...Zooming in on Individual Guilds Yield Guild Despite increasing net profitability throughout H1 ’22, Yield...

Yield Guild Games continues to position itself as a major stakeholder in the ever expanding play-to-earn...Splinterlands is the game at the centre of Yield Guild’s new SubDAO....Yield Guild’s broader ecosystem.

We are very excited to announce that Delphi has led Yield Guild’s seed round....We believe that the Yield Guild vision of becoming the largest virtual world economy ever observed is...In doing so, the guild will optimize yields on investments of both time and money.

...stAPT, on the other hand, serves as the yield-bearing vault....Kofi’s yield comes from Aptos’ base staking APR of 7% plus “proprietary boosted yields” that enhance...Advanced Yield Strategies: Multi-Protocol Compositions We’ve covered individual yield opportunities across...

...play games, so taking the path towards implementing games natively in-app was natural....mini-game experience....Gaming & User Acquisition UA has become a key metric for any mobile gaming studio....Notable TON Games The TON gaming ecosystem has been on the rise over the last few months.

🪩 This Past Month in Web3 Gaming Welcome to another edition of Delphi’s monthly Gaming Roundup!...and non-gaming dApps, has just under 62% of tokens staked. ...Gameta is an NFT gaming platform on BNB Chain that hosts multiple hyper-casual and casual Web3 games....partnership with Gala Games.

Web3 games....Yield Guild Games raised $13.8M via a token sale from treasury reserves....This round should help the Web3 gaming guild throughout the crypto bear market as they continue to branch...We took a deep dive into the current state of Web3 gaming guilds here and revisited how guilds are pivoting...

Inventing highfalutin vocabulary words and playing the political blame game is always tempting but never...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....And timing the End Game is reminiscent of Arthur Hayes’ kaiseki meal — the destination is known, but...

Some of the biggest forever games originated from mods....the video game industry for years to come....mechanic designed for their PvE game “Save the World” to create a fresh game loop....Instead of playing about 1.5 games per session, Roblox users usually play around eight different games...become one of the most-played Chinese mobile games.

🪩 This Past Month in Web3 Gaming Welcome to another month of Delphi’s Gaming Roundup....Web3 gaming fund....Blockchain gaming studio Pixion Games raises $5.5M in a Seed round of funding....games....#1 Sports game in the App Store!! #6 so far out of ALL games in the App Store!!

Web3 Gaming vs Other Sectors Compared to the broader crypto altcoin market, gaming has been underperforming...While most games fail, we must be mindful of how hit driven the gaming industry is....Web3 Gaming Launches Out of the over 50 gaming launches we have seen in 2024, a select few winners stand...

gaming ecosystem....EA Co-Founder Jeff Burton joined Web3 gaming guild P2Earn....Jeff will act as the guild’s Chairman of its board of advisors and believes there is still hope for the...future of Web3 gaming guilds, something we discussed at length in Delphi’s 2023 Guide to Web3 Games...

The Year In Review Web3 Game Funding Funding for Web3 games has shown relative levels of resilience in...Gaming NFT Market As previously mentioned, Web3 gaming NFTs have shown small signs of recovery over the...gaming infrastructure providers....Games as a Catalyst for Growth Games have played a crucial role in the advancement of AI.

Blockchain Game Funding It should be no surprise that 2023 has been a tough year for game funding....Compared to Q3 2021, Web3 game funding fell “only” 73%, compared to traditional gaming’s 85%....Two notable developer publishers early to TON are Nakamoto Games and GAMEE....of games on Telegram.

Total Yield Contrary to Vovo and Brahma, Ribbon guarantees a base yield of 4%....Ribbon only uses ~60% of its underlying yield for its yield enhancement strategy....Base Yield A key assumption of PPY products is that the base yield mechanism is low risk....The graphic above shows the base yield for each yield avenue.

Some stakeholders have now spent over 12 months mining for MAGIC in Bridgeworld or forming guilds to...better coordinate and maximize yields....Guilds continually compete among one another for MAGIC emissions, quests are often delegated to maximize...efficiency, and crafting is structured to maximize yields in line with a guild’s given strategy.

However, the LN is not necessarily a slam dunk for Web3 gaming....The challenge with stables in a gaming context is the cost of use....Instead, they are committed to improving in-game payment flows and the overall UX of gaming payments...BM remains Fumb Game’s most profitable game and maintains a healthy user base of predominately 35yro+...

...the ability for holders to access guild gameplay....games is NFTs with in-game utility....games....demand for Rarity League NFTs, and I don’t see this changing until DAU is high enough to facilitate guild...vs. guild gameplay....Mobile is the dominant global gaming platform.

To combat this, Stedari proposes a game mechanic called the Forge....Balancing in-game items and economies is no easy task....with in-game mechanics to achieve this objective....base and make the game unplayable....Most people play games as entertainment and will hesitate to have their game’s parameters determined...