Thread by @0xNerdAI

Crypto market now needs a hook to get more new users.

#GameFi will be the next key catalyst for onboarding the next millions of gamers into web3.

Here are reasons why I'm convinced it will be the next narrative of 2023.

🧵

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In this thread, we will cover:

1⃣ Immutable x Polygon to launch 3 games
2⃣ Polygon, a go-to ecosystem for GameFi
3⃣ Fundraising and a triple-A game
4⃣ ERC4337 mainnet
5⃣ $ARB and $ID token airdrop hype

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Polygon x Immutable to launch a zkEVM-compatible layer 2 for gaming and there are 3 games on it:

➡ @playmetalcore: an open world game with +$15M raised money
➡ @shardbound_game: a multiplayer tactics game
➡ Infinite Victory: a game connecting sports to blockchain

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@Immutable exposes itself to 3 narratives:

➡ zkEVM (partnership w/ Polygon)
➡ Layer 2 (built on StarkEx by @StarkWareLtd)
➡ GameFi (3 games on Immutable zkEVM)

📍 The team is going full force.

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Polygon has been a go-to ecosystem for GameFi:

➡ @Nexon_Mobile, Korea's publisher with a popular game @MapleStory, to onboard @0xPolygon

➡ A GameFi-focused protocol @Aavegotchi is to launch @gotchichain on Polygon

All come to Polygon Supernets appchain 🦸

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Polygon is the only blockchain entity among other big gaming platforms at Game Developers Conference (GDC) last week

Many crypto degens speculated Polygon's participation in this annual event

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Venture capitals have invested in 20+ blockchain games so far in 2023:

➡ Intella X $12M by Polygon, Animoca Brands, Magic Eden
➡ Mino Games $15M by Standard Crypto
➡ Kratos Studio $20M seed by Prosus Ventures, Courtside Ventures
➡ Matchday $21M by Hack VC

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@CCPGames is the studio behind the sci-fi MMO EVE Online which has a large userbase and a good in-game economy

The company is now leveraging blockchain tech in its upcoming AAA-class game

➡ Developers can enhance the gaming experience and create a sustainable model

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Many narratives are going on but when GameFi comes back?

$ARB airdrop and SpaceID's listing are the main catalysts driving the market right now

In the last year, $GMT listing on Binance was in the same role as the two above. It sparked the bear crypto market

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ERC 4337 reshapes the Web3 experience

Remember how hard it was to connect to the internet with

@erc4337 mainnet was launched in March and Web3 SDK providers are integrating it

➡ This simplified experience is going to attract more new users to web3

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Besides fully on-chain games, we can look for gaming platforms like @Treasure_DAO or @TridentDAO on #Arbitrum

Besides connecting players and games, they introduce a new model to create real value, which is Risk-to-Earn (R2E)

Read more about #R2E.

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I hope you've found this thread helpful.

Follow me @TheGemNerd
for more.

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