crypto gaming

Welcome to Bankless Takes! This week, the first week of 2024… we have 6 Predictions for the major investment themes ahead for this year. 

What are going to be the trends that define 2024? What do you need to know to stay ahead of the game? At least, for what we can see today. 

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TIMESTAMPS

00:00 Intro
04:45 Restaking and Liquid Restaking Tokens
12:34 What is Liquid Restaking?
20:26 Solana
28:18 Parallelized EVM's
37:16 Games
43:56 Data Availability
50:07 Airdrops

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

Are crypto games making a comeback? Vance Spencer and his Co-Founder Michael Anderson join us today to answer that question.

We did a bunch of episode on crypto gaming last hype cycle – retrospectively, it was too early. But now we have cheap blockspace, better wallets, and games that are fun to play.

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✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-crypto-gaming-2

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TIMESTAMPS

00:00:00 Intro
00:07:19 Intro To Crypto Gaming
00:14:00 How Has Crypto Gaming Evolved?
00:17:39 Casual Vs AAA Games
00:21:10 The Current Gaming Experience
00:26:00 What Benefits Come From Blockchain?
00:32:47 Best Argument Against Crypto Gaming?
00:45:29 How Far Can This Go?
00:50:47 IOS and Taxes
00:55:11 Dealing With Regulators
00:59:01 Choosing a Chain
01:04:50 Are Traditional Studios Coming?
01:07:27 What's An On Chain Game?
01:12:20 Blockspace
01:18:58 Can This Pump Our Assets?
01:21:44 Closings and Disclaimers

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RESOURCES

Vance:
https://twitter.com/pythianism

Michael:
https://twitter.com/im_manderson
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

What is Crypto Gaming? Why is it important? What about Gaming NFTs? This is what we explore in this episode with Amy Wu, partner at Lightspeed Venture Partners. This is Crypto Gaming 101.

The Web3 Gaming space is emerging from all sorts of angles, from normies to hardcore gamers to crypto natives—and each has a role to play as the ecosystem matures.

Here are the 5 questions to answer in this episode:

1. What is Crypto Gaming and why is it important? What about casual & mobile gaming?
2. How do you identify the next Axie Infinity?
3. Why are Guilds important? Are they a good investment?
4. How do you earn in Crypto Gaming?
5. Where does meaning, value, and identity come into play? What about fun?

With the Crypto Gaming Revolution well under way, Amy walks us through the fundamentals of the space and how to approach the future.

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Topics Covered:

0:00 Intro
3:15 The Conference Experience
6:44 TradArt and NFTs
10:11 Metaverso
13:14 Crypto IRL
16:20 The Panel
19:40 FreeRoss DAO
21:38 The Panelists
24:28 The Potential of NFTs
29:00 More than Fractionalizing
33:45 Liquidity
39:33 Pricing Assets
46:50 Community
54:34 Regulatory Issues
1:00:22 Use Cases

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Resources:

Amy on Twitter
https://twitter.com/amytongwu?s=20 
Lightspeed Venture Partners
https://twitter.com/lightspeedvp?s=20 
The Crypto Gaming Revolution
https://shows.banklesshq.com/p/the-crypto-gaming-revolution 
The Rise of Axie
https://shows.banklesshq.com/p/the-rise-of-axie-infinity-jeff-jiho 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Robbie Ferguson of ImmutableX returns to Bankless to discuss Immutable’s impressive growth and the momentous wave heading towards crypto gaming. The intersection of NFTs, culture, scale, and gaming are all on a collision course.

Immutable is powering TikTok’s first ever NFTs, and with a 10x increase in volume, well over 100 projects are building on Immutable X Token Launches.

Crypto gaming is coming. And for ImmutableX, it’s already here.

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BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE
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💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido 

👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave 

🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 

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Topics Covered:

0:00 Intro
10:00 Robbie & ImmutableX
17:08 Layer 2 and Partnerships
24:19 Building on Immutable
32:00 Starkware and Technology
40:45 The IMX Token
45:12 Data Availability & Fees
49:46 Centralization & Developing
55:15 Gaming & Value
1:03:43 Closing & Disclaimers

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Resources:

Robbie on Twitter:
https://twitter.com/0xferg?s=20 

ImmutableX:
https://www.immutable.com/ 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Arianna Simpson of a16z comes on the Bankless Podcast to explore the insane momentum we've seen around crypto gaming. The product-market fit between the gaming and crypto worlds is palpable. The scaling and maturation of the crypto economy make for a ripe inflection point for an explosion of cultural applications.

What does Play-To-Earn mean for the investor? Is ETH money for the metaverse? Arianna's takes offer a huge amount of insight as we dive into the future of both work and play.

✨GET THE EXCLUSIVE DEBRIEF✨
https://shows.banklesshq.com/p/exclusive-debrief-the-crypto-gaming 

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BANKLESS SPONSOR TOOLS:

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Topics Covered:

0:00 Intro
5:00 Arianna Simpson
7:05 Crypto Gaming: Why Now?
10:06 How Big is This?
17:15 Building Infrastructure
20:29 Player Ownership
28:13 Eating the World
31:55 Progression to Play-To-Earn
37:30 Capturing Value
41:27 Isn’t it a Ponzi Game?
48:30 Working in Crypto Gaming
58:08 Consolidation of Resources
1:05:03 Impact on Culture & Industry
1:15:36 The Metaverse
1:20:17 ETH is Metaverse Money
1:27:10 Closing & Disclaimers

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Resources:

Arianna on Twitter:
https://twitter.com/AriannaSimpson?s=20 
Masters of Doom:
https://www.amazon.com/Masters-Doom-Created-Transformed-Culture/dp/0812972155 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Axie Infinity has exploded into the mainstream in 2021. Is it just a game? Is it an economy? What does Play-to-Earn mean?

Join David and Ryan as they explore the world of Axie Infinity!

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BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini 

🔀 BALANCER | EXCHANGE & POOL ASSETS
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave 

🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap 
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures