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Mar 27, 2023 12 tweets 8 min read Read on X
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.

🧵
2/

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
3/

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
4/

@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.
5/

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 🦸
6/

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
7/

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
8/

@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
9/

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
10/

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
11/

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.
12/

I hope you've found this thread helpful.

Follow me @TheGemNerd
for more.

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More from @0xNerdAI

Oct 30, 2023
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Apr 6, 2023
TraderJoe after launching their JOE V2 with Liquidity Book (LB):

✅ TVL skyrocketed
✅ $JOE x3 within 1 month
✅ TVL from Arbitrum raised $30m

You can even find pools with up to 300% APR at TraderJoe 🤑

Will JOE become a formidable opponent of UNI? 🧵 Image
✅ Liquidity books are essentially "mini liquidity pools" with specific price ranges.

If liquidity is within range, you earn money; if not, no fees are accrued.

Unlike Univ3, TraderJoe's LBs let Liquidity Providers add/remove liquidity without exiting positions entirely. Image
✅ Variable Fee

Unlike Uniswap v3, LB uses a constant sum model (x+y=K) in each price bin.

This means zero slippage swaps for traders within active price bins, but higher impermanent loss for LPs than Uniswap.
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Apr 5, 2023
Revealing a hidden gem backed by @a16z has not yet garnered significant interest from the community.

Wanna explore this early #Arbitrum gem?

Check out @lighter_xyz, a zero-fee decentralized exchange based on #Arbitrum.
@lighter_xyz states: on-chain order books have been impractical due to high gas fees and scalability problems.

Meanwhile, AMMs appear to be plagued by capital inefficiency, vulnerability to sandwich attacks and impermanent loss, as well as the inability to price non-spot assets.
With the new L2 scaling solution such as Arbitrum.

Market makers can enjoy an experience similar to traditional order book exchanges,

as the negligible fees and instant finality offered by L2 scaling will eliminate previous issues.
Read 9 tweets
Apr 3, 2023
#REALYIELD remains one of the hot narratives that you should not miss.

The problem: finding one is difficult!

Look no further, let's deep dive into @array_capital.

🧵
1/

What we will cover:
1⃣ Array Capital
2⃣ How it works
3⃣ Real Yield focused
4⃣ Its venture arm
2/

Array has 2 strategic products:

• Launchpad, where projects can launch their tokens to raise capital, focuses on Real Yield

• DEX, where users can trade launched tokens (0.25% fees for liquidity providers).

This increases the initial liquidity of those tokens. Image
Read 11 tweets
Mar 27, 2023
Are you tired of missing out on incredible investment opportunities?

Don't let the lack of on-chain data hold you back any longer!

With these 6 game-changing tools, you can EASILY discover the next x100. 🚀

A THREAD 🧵 Image
1/ @ArkhamIntel

An on-chain tool for tracking wallets, alerts, and visual stuff.

You can easily search for VC wallets or KOLs to quickly know what tokens they are apeing in. Image
2/ @nansen_ai

Nansen has similarities to Arkham, but they have also compiled a list of smart traders, i.e those who make the largest profits.

This way, you can be early to hidden gems or have a list of potential projects to research later. Image
Read 8 tweets
Mar 25, 2023
People make thousands of dollars from the $ARB airdrop.

However, if you miss it, don't worry.

Check out these new L1s that have yet to launch a token 🧵 Image
1/ @zksync

zkSync is an L2 scaling solution that reduces cost and speeds up transactions while still inheriting the @ethereum security and finality by using ZK Rollups technology.

Vitalik once said that ZK Rollup is a technology that will do much better than OR.
What does zkSync offer?

• Transaction fees are 50 times lower than the main network on Ethereum.
• Friendly with smart contracts.
• Protected over 5 million transactions.
• Up to 2000 TPS.
Read 17 tweets

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