The Gem Nerd Profile picture
Mar 27 12 tweets 8 min read Twitter logo Read on Twitter
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/

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More from @TheGemNerd

Mar 27
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
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
Mar 24
@Kwenta_io trading volume has been outbreaking since late Feb 2023.

Not only that, @synthetix_io V3's mainnet will catapult Kwenta even more.

Can Kwenta become the blue chip of @optimismFND?

🧵
1/12

What we will cover:

• Synthetix and Kwenta Recap
• Some outbreaking stats of Kwenta
• Updates and roadmap
• Strong narratives for Kwenta
2/12

Synthetix is a liquidity protocol that creates derivative tokens (called Synths) minoring other assets (BTC, ETH, USD, EUR...)

Kwenta is a trading frontend connecting to Synthetix that allows users to trade synthetic perpetual up to 25x leverage
Read 13 tweets
Mar 6
🧵 Projects on #Arbitrum are booming 💥

The next x100 alpha is already here, you just need to find it.

Let's look at one candidate, @TridentDAO🔱 and why it might disrupt the entire #Gamefi sector.
1/

This thread will include:

1⃣ What is @TridentDAO and its 3 games
2⃣ Risk-to-Earn model
3⃣ #PSI token and NFT collectibles
4⃣ Updates and on-chain signals
5⃣ How it disrupts @Treasure_DAO and the #Gamefi ecosystem
2/

Trident is an Arbitrum-based video game where users can earn while having fun

There are now 3 free-to-play games with 6K+ registers on Trident:

• Trident MMO is not released (expected in Q1 2023)
• Sprite Duels: Similar to Pokemon
• Trial of the Trident for practicing
Read 12 tweets

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