0/ Been thinking about the GameFi market structure quite a bit over the past few weeks. Some thoughts below:
- Games inherently do not last long. There are exceptions to the rule, but when devs stop producing content for games, eventually each game has a capped lifecycle.
- Games inherently do not last long. There are exceptions to the rule, but when devs stop producing content for games, eventually each game has a capped lifecycle.
https://twitter.com/bottomd0g/status/1467098312566140937
1/
- They way games are incrementally monetized are via sequels and hopefully franchises (think Halo / CoD / Fifa etc). This means that individual tokens structured within specific games will be hard pressed to capture upside from future sequels (they will have their own token)
- They way games are incrementally monetized are via sequels and hopefully franchises (think Halo / CoD / Fifa etc). This means that individual tokens structured within specific games will be hard pressed to capture upside from future sequels (they will have their own token)
2/
- Games are also heavily social time sinks that allow friends to connect with one another virtually. Playing tgt with irl friends will likely be stronger than ever in this new gaming industry.
How do these takeaways influence my decisions as an investor?
- Games are also heavily social time sinks that allow friends to connect with one another virtually. Playing tgt with irl friends will likely be stronger than ever in this new gaming industry.
How do these takeaways influence my decisions as an investor?
3/
The answer is simple. If games are the homerun high risk / high reward punts, guilds would be the blue chip industry juggernauts standing the test of time.
High quality guilds will effectively become a top metaverse index for the best games available to players.
The answer is simple. If games are the homerun high risk / high reward punts, guilds would be the blue chip industry juggernauts standing the test of time.
High quality guilds will effectively become a top metaverse index for the best games available to players.
4/
By being able to churn games according to player traffic, the best guilds will consistently offer stakeholders exposure to the most popular games, and thus isolate itself from idiosyncratic one-off hit or misses.
By being able to churn games according to player traffic, the best guilds will consistently offer stakeholders exposure to the most popular games, and thus isolate itself from idiosyncratic one-off hit or misses.
5/
Now the question is which guilds are worth looking at? Most by now are aware of the powerhouses:
- $YGG
- $MC
- $GF
But I want to take a closer look at @PathDAO , a new upcoming guild that's currently undergoing its IDO auction.
Now the question is which guilds are worth looking at? Most by now are aware of the powerhouses:
- $YGG
- $MC
- $GF
But I want to take a closer look at @PathDAO , a new upcoming guild that's currently undergoing its IDO auction.
https://twitter.com/PathDAO/status/1467147641360318466?s=20
6/
Made up of a young team of hustlers, this young group of NFT experts led by @ethermage and @everythingempt0 have shown quick tenacity in putting together a solid profile of games including @NineChronicles & @VulcanForged.
Made up of a young team of hustlers, this young group of NFT experts led by @ethermage and @everythingempt0 have shown quick tenacity in putting together a solid profile of games including @NineChronicles & @VulcanForged.
7/
Most interestingly, their take on guilds represents not just a game platform but also more broadly as a fintech platform. Backed by Ajaib (Indonesian fintech unicorn), the team has plans on banking the unbanked within SEA with incremental earnings data sourced via P2E stats.
Most interestingly, their take on guilds represents not just a game platform but also more broadly as a fintech platform. Backed by Ajaib (Indonesian fintech unicorn), the team has plans on banking the unbanked within SEA with incremental earnings data sourced via P2E stats.
7/
To caveat, PathDAO is still far smaller than other guild heavyweights in the space so please DYOR before aping into their IDO. I'll personally be keeping a close eye on them to watch for further validation of team's executional ability.
To caveat, PathDAO is still far smaller than other guild heavyweights in the space so please DYOR before aping into their IDO. I'll personally be keeping a close eye on them to watch for further validation of team's executional ability.
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