Playlist V3
Wassie Capital
0xf049
August 6th, 2022

GM! Welcome to the 3rd edition of Playlist 🎮

A weekly newsletter containing a curated list of the week’s most notable Web 3 gaming reports, podcasts, events, quotes and threads for you to catch up on during the weekend 👇

📁 Reports / Research / Essays

  1. Sam Peurifoy (HivemindCap) - Web3 Games Will Fail Unless They Audit Their Economies
  2. Carlos Pereira (Bitkraft) - P2E is dead, long live P2E
  3. Zima Red - Communism vs Freedom: The Battle for the Metaverse
  4. The Block Research - Immutable X: Solving Liquidity for NFTs
  5. Vader Research - Web3 Gaming Player Archetypes
  6. Naavik Pro - Examination of Yuga Labs’ 11-part roadmap
  7. REVOLT - World Wide Web3: Will the gaming community ever accept Web3?
  8. ONE37pm - Brycent: Best NFT Games to Play Right Now (August)
  9. Frontier Gaming Watch - P2E is dead, Stardust tech & Worldwide Webb Updates

🎬 Podcasts / AMAs / Watches

  1. Naavik - What VCs look for in Web3 Games
  2. FOGDAO - Weekly Blockchain Gaming Rollup #9
  3. NFT NYC - Andrew Campbell: How to Substantiate In-Game Assets and Real-World Value (with Axie as an example)
  4. Deconstructor of Fun - Tokenomics #13: How Hollywood star’s love of WoW led to creation of Armored Kingdom
  5. Naavik - Interview with Matthew Ball: Gaming x The Metaverse
  6. Between 2 Layers - Episode #1: Unlocking Ethereum’s Potential | What Immutable X is Building
  7. Jonah Blake (Real Third Web) - Web3 Gaming UA & KPI
  8. REV/XP - Episode #9: Bryce Johnson
  9. The Hot Seat - The Future of Innovation, Web3 & the Metaverse (Yat Siu)
  10. Ancient 8 - GameFi Chat #2: Why UGC can unlock the potential for mass adoption of Web3 Gaming & the Metaverse
  11. NOR x ARCADE Twitter Space - PlayFi Manifesto Breakdown
  12. THE IDK SHOW - GameFi Trends, Interoperability & Freemium model in Web3
  13. The NFT Gaming Podcast - Season 2 Episode #1: Kieran Warwick of Illuvium

📝 Notes / Summaries

  1. Ryan (Delphi Digital) - Summary of Riffs by Raph | Player-driven economies & online worlds
  2. Ryan (Delphi Digital) - Insights on Matthew Ball’s Metaverse & how it will revolutionize everything
  3. RandomRockFlipping - StartUp Grind Interview Notes w/ Azra Games CEO, Mark Otero
  4. The Economist - Review of “The Metaverse”
  5. Mike Lau - Treasure DAO Townhall Summary

🧵 Threads on Web 3 Gaming

  1. Grug’s Lair - Why join a Web3 Gaming Guild
  2. Yat Siu (Animoca Brands) - The thesis around blockchain gaming
  3. Anthony Cheung (Newman Capital) - Common mistakes of Web2 turned Web3 Game Studios and how they can turn it around
  4. Fritten (Treasure DAO) - Top Catalysts for the $MAGIC ecosystem
  5. An early look at Defenders of Lunacian Land (DoLL)
  6. Jiho (Axie Infinity) - On Axie Origin hitting 800k downloads
  7. Loopify (Treeverse) - A reimagined Runescape or Wow
  8. Dean Eigenmann (Dialectic) - The concept of the metaverse makes sense but not in the way VCs are currently funding
  9. DEADROP - What is a vertical extraction shooter
  10. Gideon - In capturing markets, innovation is not a significant moat but creating experiences for users are
  11. Meltem Demirrors - Thinking about blockchain gaming
  12. Jonah Blake (Real Third Web) - New Alternatives in current Web3 Gaming UA Strategies
  13. 3 Reasons to test out the Axie Infinity’s Origin Game (Its free btw)
  14. Kix.eth (Crypto Raiders) - Different Approaches to mass market growth
  15. Auri - Treeverse: Seedling of evergreen GameFi summer
  16. Black Block - What is The Sprawl (Spotlighted previously)
  17. Sandbox - Being a virtual LAND owner
  18. Datawisp - How does Datawisp work?
  19. Decentral Games - Newsletter #80
  20. Wolves DAO - APE-R Inflation
  21. Play to Earn Online Magazine - August Watchlist
  22. Ari Paul (BlockTower Capital) - I was wrong on Crypto Gaming
  23. JACL - Understanding the foundation Valve & Steam Created

📰 Web 3 Gaming News / Updates / Action Items

A mix of news, updates and action items for notable Web3 games and projects

  1. Alliance DAO - Not too late to join the next Web3 Accelerator Batch! Apply by Aug 8
  2. Worldwide Webb - Landholder Alpha, Crafting, Improved Mechanics & more
  3. Playmint - Procedurally generated map teaser
  4. Passytee - Stage preview
  5. Wolf Game - Some hints on the full game
  6. Nifty Island - Moonbirds will have a nest
  7. Crypto Raiders - Putting the MMO in RPG
  8. Ruffion Reborn - Playable build released, join their Discord to test
  9. YGG - Q2 2022 Recap
  10. Treasure DAO - Beta Tester for Bridgeworld Harvesters
  11. Armored Kingdom - Claim free digital comic
  12. Pulsar - Play Aug Beta Release to get 1/150 Beta Pass NFTs
  13. Hyperloot - CC0 Summer Wars
  14. Nifty Island - Alpha Town Hall
  15. Webaverse Spaces - Mint & Next Phases

🔍 Newly Spotted Projects

Games, protocols & projects that are new, interesting and under the radar

Frontier Gaming Watch (@gamingathedge)

Discovered this quite recently and I think they deserve some love! 💞
Discovered this quite recently and I think they deserve some love! 💞

Partition.gg (@partitiongg)

Financial infrastructure for game devs on Ethereum
Financial infrastructure for game devs on Ethereum

Lucky Kat Land (@LuckyKatLand)

An amusement-park-themed gaming experience on SANDBOX
An amusement-park-themed gaming experience on SANDBOX

Playable Worlds (@PlayableWorlds)

An unannounced sandbox MMO. Was recently featured on Naavik
An unannounced sandbox MMO. Was recently featured on Naavik

Test Jar Labs (@testjarlabs) + Ghostie (@ghostiegame)

Web3 Gaming Studio that is building a top-down mobile action multiplayer game in Ghostie 👻
Web3 Gaming Studio that is building a top-down mobile action multiplayer game in Ghostie 👻

Chainkemists (@chainkemists)

A team of former Riot / Blizzard game developers that are building blockchain protocol-driven games that last forever aka (on-chain games)
A team of former Riot / Blizzard game developers that are building blockchain protocol-driven games that last forever aka (on-chain games)

LimitBreak (@limitbreak)

Web3 Gaming Company by Gabriel Leydon + Halbert Nakagawa that recently secured funding from FTX, Coinbase, Sfermion and several other angels
Web3 Gaming Company by Gabriel Leydon + Halbert Nakagawa that recently secured funding from FTX, Coinbase, Sfermion and several other angels

Datawisp (@datawispio)

A Metaverse data analytics dashboard that is 100% visual, comes with a no-code interface, and combines both Web2 & Web3 data to analyse & draw insights from
A Metaverse data analytics dashboard that is 100% visual, comes with a no-code interface, and combines both Web2 & Web3 data to analyse & draw insights from

Guildly (@guildlyxyz)

StarkNet Dapp that allows for permissionless deployment of “blank canvas” guild contracts where players can share game items & state between each other
StarkNet Dapp that allows for permissionless deployment of “blank canvas” guild contracts where players can share game items & state between each other

thecoreloop (@thecoreloop)

Saving the best for last! Daily gaming news from publications, blogs, pods and reports, all curated by my buddy Kiet! If you aren’t following, you’re missing out big time!
Saving the best for last! Daily gaming news from publications, blogs, pods and reports, all curated by my buddy Kiet! If you aren’t following, you’re missing out big time!

🗨️ Quotable Quotes

Michael Anderson (Framework Ventures) - Blockchain Games are coming

Will Robinson (Alliance DAO) - Blockchain’s signifance to gaming

Andrew Steinwold (Sfermion) - Before Metaverse, After Metaverse

Kix.eth (Crypto Raiders) - The 3 core foundations of NFTs

threepwave (Crypts and Caverns) - Creator Economy

Jonah Blake (Real Third Web) on influencers using the narrative of NFTs & Gaming to pump their own bags

Nifty Island - Web3 represents a breaktrhough in how we associate & coordinate online

Loopify (Treeverse) - You don’t need to reinvent the wheel all the time in Web3

Imran Khan (Alliance DAO) - “Move fast break things” mentality will not work in crypto

Kix.eth (Crypto Raiders) - The biggest game innovations came from MODS created for free by passionate devs

Brycent - Build for long term opportunities not short term bags

Nickmetzler - Timelocked games

Kix.eth (Crypto Raiders) - Digital economies will thrive in Web3, challenging is making them long-term sustainable

Loopify (Treeverse) - Backbone of your project comes from building a strong community

Kix.eth (Crypto Raiders) - 2 biggest NFT applications over the next few years

Kix.eth (Crypto Raiders) - The true metaverse

Brycent - Assimilation will be key

Thanks for reading! 🥰

If you enjoyed this edition, do consider subscribing to stay updated! Cheers and have a great weekend 🥂

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