Reports87 results
MON Protocol - Primed for IP Expansion
While the broader Web3 gaming market has been struggling, a handful of extremely well capitalized teams have seen their valuations retrace significantly from their early 2024 highs. Among them, MON Pr...
16 Min
Gaming
Apr 2025
Finding the Fun in Fundamentals #1 - Mythical Games
We believe that over the next 12-18 months there will be increasing interest in gaming projects that prioritize sustainable monetization over speculative hype. This report examines Mythical Games and...
13 Min
Gaming
Mar 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
This report analyzes the challenges in the gaming industry, focusing on distribution and user acquisition, and explores opportunities in the Global South. It introduces KGeN, a blockchain-powered gami...
44 Min
Gaming
Feb 2025
The Year Ahead for Gaming 2025
The fight for player liquidity is in full effect, and liquid gaming tokens are struggling to find an audience. However, the small handful of highly-anticipated game launches, newly opened distribution...
61 Min
Gaming
Dec 2024
Off The Grid - Web3 Gaming's Biggest Launch
Off The Grid - Web3’s first ever true AAA title - just launched on PC, PS5 and Xbox, marking the most exciting gaming release of this cycle. With top streamers like Ninja or Ludwig playing a Web3 game...
18 Min
Gaming
Oct 2024
Mid Year Gaming Review
After heating up in Q4 2023, Web3 gaming has gone through a volatile 2024 so far. However, the growing number of experienced teams getting closer to launching their products is an encouraging sign for...
18 Min
Gaming
Sep 2024
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
Introduction The video games industry has seen many defining genres throughout the years, but few have had as rich and […]...
31 Min
Gaming
Sep 2024
Overcoming The Limits of Scale in Virtual Worlds
An Intro To The Current Gaming Landscape The games industry continues to represent one of the largest and most accessible […]...
53 Min
Gaming
Aug 2024
Enter the Dream Machine
From gambling to gaming, NFTs, memecoins, SocialFi—you name it, Sanko GameCorp has delivered multiple products while forging a cult-like following over the years. Now, after months of teasing it, they...
21 Min
Gaming
Jun 2024
A TON of Gaming Hype
In just a few short months, TON's gaming ecosystem has gone from zero to hero with hundreds of millions of registered users and single-game revenue figures greater than $10M. But is there any substanc...
31 Min
Gaming
Jun 2024
UGC Gaming & Web3
User Generated Content (UGC) has long been a driver of innovation within the gaming industry. Counter-Strike, DotA 2, League of Legends and PUPB - some of the most played games of all times - all orig...
25 Min
Gaming
May 2024
Sports, Gambling and Web3
Sports and gambling are two of the largest entertainment industries in the world and worth hundreds of billions of dollars. Sorare and DrafKing and their nine digit NFT collection volume speak to the...
24 Min
Gaming
Apr 2024
Onboarding Players through IP
While only accounting for 9% of all mobile games in 2020, IP games generated 17% of all downloads and more revenue relative to non-IP games. Almost all of the top 10 global IPs have expanded into gami...
23 Min
Gaming
Mar 2024
The Year Ahead for Gaming 2024
Intro 2023 has been a somewhat slow year for blockchain gaming. Although there are many reasons to remain optimistic for […]...
36 Min
Gaming
Dec 2023
Bitcoin Gaming & The Power Of Nano-Transactions
Blockchain is inherently a financial innovation, originally designed to facilitate the self-custody of funds and trustless transfer or value. What isn’t widely discussed is how, in our pursuit of prog...
22 Min
Gaming
Nov 2023
Why Asia Will Lead Web3 Gaming: Learnings From Token2049 & KBW
Foreword The number of well-funded blockchain games that are opening their doors to the public with playable builds is swelling. […]...
42 Min
Gaming
Oct 2023
Opportunities in Web3 Mobile Gaming
Mobile is the dominant global gaming platform. The proliferation of fast wireless internet and comparatively low hardware costs are all key factors that are driving widespread adoption. It has been re...
34 Min
Gaming
Aug 2023
Yuga Labs: From PFPs to Games - Where Does It Go From Here?
At some point, Yuga Labs understood that it could not perpetually release additional NFTs or minor perks in order to maintain user engagement and the FOMO-driven high valuations. Thus, the company adj...
37 Min
Gaming
Aug 2023
June Gaming Roundup
Despite the total number of deals in June falling by 47% compared to May, the total funding raised remained relatively stable ($89.4M vs. $85.8M). That said, Mythical Games’ $37M Series C1 round of fu...
12 Min
Gaming
Jul 2023
A Primer for Fully On-Chain Games
If you believe blockchain’s role in gaming is to evolve beyond an incremental value add, then a natural path of progression for many projects will be towards an end-state that is fully on-chain. This...
29 Min
Gaming
Jun 2023