1/ Musings on top genres for blockchain games, pros & cons👇
2/ MMORPG (@EveOnline, World of Warcraft, Warframe, @staratlas): metaverse-style immersive digital worlds and economies with items for trading, in-game currencies, and social guilds. CON: hardest genre to build and scale
3/ Hero collector / Action RPG (@AxieInfinity, Star Wars Galaxy of Heroes, @GenshinImpact, Diablo): memorable characters with traits suitable for NFT collection and progression, deep gameplay/content. CON: content treadmill
4/ MMORTS / 4x Games (Rise of Kingdoms, Star Trek Fleet Command, Game of Thrones Conquest): focus on land and territory control is optimal for land NFTs + token currencies.
CON: constant economy balancing
5/ Collectible Card Games (Heartstone, Legends of Runeterra, @splinterlands, @GodsUnchained): the OG blockchain game genre. “Collectible” is in the genre name. CON: niche audience in AAA
6/ MMO Sim / Open World (Animal Crossing, Minecraft, Second Life, @TheSandboxGame): A metaverse-style digital world with more building, less shooting. Ideal for item/land NFTs, token currencies, P2E content building. CON: hard to scale
7/ Sports Simulation (FIFA ultimate team, NBA 2K, @zed_run, @nbatopshot): “players” can be NFTs with traits that determine power/rarity, seasonal cadence extends retention. CON: pay-to-win mechanics
8/ Bonus: AAA publishers may turn to FPS first because the audiences are massive, NFT skins are straightforward to mint, won’t impact in-game power, but will provide an easy source of revenue
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1/ Have been thinking more about @Jihoz_Axie’s chart that shows @AxieInfinity D30 and D90 retention basically the same. D90 of 50%+ is dope. But the insight is this is the retention curve of someone holding a job, not just playing a game.
2/ In future blockchain games, there will be P2E earners, players who spend, and players somewhere in the middle. Balancing the 3 is key. P2E earners will seek consistency of earning and job satisfaction, delivered by their guild / game community.
3/ P2E earners will also leave for other jobs in the P2E world if all else being equal they’re offered significantly higher pay with another game or guild. In a world with many P2E games, they will compete for earners like companies do for employees today.
1/ .@jeremysliew and I are thrilled to lead the $100M Series A of @Splitgate, the competitive AAA arena shooter that’s taken the gaming world by storm. In 1 month post console launch they’ve had over 13M downloads.
2/ CEO Ian Proulx first built @Splitgate, a “Halo meets Portal” game, as his senior undergrad project at Stanford. In the first ever playtest, friends played for 5 hrs straight during finals and Ian knew he found the fun.
3/ The next 5 years, Ian and co-founder Nicholas Bagamian grinded on a ramen budget. They launched on PC in 2019, absorbing player feedback before launching last month on console, and reaching 200k concurrents within 3 wks
1/ As a gaming and a crypto investor, I get asked sometimes what’s the bigger opportunity. Well today, there are ~10M active DeFi users, 100-200M cryptocurrency holders. There are 2B gamers in the world today.
2/ Annual sales in gaming was $175B last yr and larger than music + video combined. The top 50 game franchises have all done $2B+ in sales. Crypto projects are *worth* more but games generate more revenues and have more users today.
3/ And comparing still to social networks, the biggest game platforms have 100-200M MAUs (Roblox, Steam, PlayStation). FB has 2.8B MAUs. I believe gaming and social network use cases are the best ones to bring the next 1B users to web3.
1/ Play-to-earn in blockchain gaming. Some thoughts on what I think it is, what it is not, and the future
2/ What it is: Enabled millions of people around the world a way to earn more money than they had before. The @AxieInfinity, @YieldGuild and other Axie guild teams have truly changed lives, in the Philippines, Brazil, Venezuela and beyond
3/ What it is: Brought legitimacy to what has been a decade of grey and black market where players have grinded for in-game items, gold, and services for other players who were willing to pay
1/ After speaking with several large game publishers the past wks it’s clear that @AxieInfinity has lit a fire around the adoption of blockchain in gaming ($10M+ rev / day will do it). Some takeaways 👇
2/ Every major gaming publisher is exploring blockchain, overcoming suspicions that it’s a solution in search of a problem, and also navigating the challenges of who/how to partner in a crowded landscape and what questions to ask. Many compliance-related ones have come up.
3/ Some practical questions: Will the partner provide compliant fiat-crypto on/off-ramp? In how many countries? Will they support payments in-app? Tax reporting for creators? Can they act as a merchant of record? What products are they whitelabeling? What’s actually live?
1/ @EveOnline is the most OG of open world games, a leap towards the metaverse 20 years in the making. I had a chance to discuss the magic of EVE with founder / CEO @HilmarVeigar 👇
2/ EVE is a “capitalistic space trading game”, with a hard and soft currency, where players mine, trade, build, and battle in a single shard and join guilds (“corporations”) of 1000s of players. Battles have been so epic, books have been published about them:
3/ There’s an estimated 10M players, ~500k DAUs. 2020 was the biggest year ever for new player adds. Over 15% of players today have played the game since launch 18 years ago. No other game has accomplished that at this scale. 4 principles drive the game: