• Sonzai Labs announce they project, TeleMafia (Deeply social mafia game ecosystem on Telegram), signup for powerup

• Xterio list they $XTER today ($45m mc as of write) + Overworld NFT Airdrop not impressive (Many user complain)

• Wanderers announce TGE delay to Jan 10 and the Moemate $MATES do they TGE on the Jan 14

• Helix release monthly dev log announce rebrand & NFT collection migration to L2 (Feb-April) + Closed alpha game demo access for NFT Holder (Q2 2025)

• Some interest read article about the Eliza Daydreams Protocol for Onchain Gaming Agents + thoughts from shipping crypto games in 2024

• Pixocracy team lock 58% dev tokens + announce plan to deploy AI-powered villager as unique NPC in Minecraft via launchpad + expand other games w/ modding support

• Signup for Neo Olympus wave 2 whitelist, new project by the Laguna Labs (Crypto Unicorns Team)

• For the crypto founders goodGame podcast Q1 State of Crypto Market is a helpful overview

• Nifty Island ($ISLAND) & Sipher ($SIPHER) announce they listing on the Hyperliquid + $WANDER launch token on the Base ($6m mc as of write)

• New AIAG launch: Biosphere3 (From the HKUST), LeonardoAI (Elixir Games CEO) & Stealth SDK (RBLX Stealth)

• Interest read on the AI Agents: Crypto's Fit in Gaming, Digimon: Engine Framework, and roadmap for White Wizard (Now ISTAR AI)

• Some interest watch on the NCSoft: Strategy, Partnerships & Korean Gaming Trends from Naavik + Doubl3Tap new episode on the Pixion Studios and for founders recommend the a16zcrypto podcast: How to build you presence (Because build in the Web3 is all about attention)

• Mobile-first cyperpunk fantasy action RPG with roguelite mechanics

• Designed as a live-service gacha game

• Will fill a market gap by leveraging upon Chinese cultural elements in contrast to Japanese/Norse mythology

GM! This week Matthew Ball dropped a massive presentation about the State of Video Games in 2025. He painted a pretty sour picture of the industry with player spending less time and money plus mobile growth is now dependent on population growth and smart phone adoption in low ARPU markets.

There's a lot of data in there so check out the data and make draw your own conclusions!

There was also an AppsFlyer reporting on mobile market ad spending in 2024. It showed significant drop in spending for mid core genre as well as a broad decline in ad spending across the globe with Japan leading at -23%. On the brightside, NON-gaming apps started tapping into gaming ad networks, seeing an increase of 38% in 2024.

• Digimon Engine is an AI-native game framework backed by a16z speedrun

• Damn.fun is a no-code platform for launching AI-native games powered by Digimon Engine

— ✅ Read More

• Interest read BITKRAFT thesis (AI x Web3 x Gaming) — Rise of agent-first games, autonomous NPCs & emergence of on-chain ecosystems that can pave way for new digital economies & player engagement models

• InfiniGods release tokenomics whitepaper & launch token ($GOD) on HyperLiquid ($74m FDV as of write)

• Telegram announce that all mini-apps w/ blockchain features must exclusively use TON blockchain (Feb 1 — Full compliance required for all mini-apps), (Feb 21 — Deadline for migrating existing apps to TON). Interested users/developers can read more via TON Ventures thread

• Seeds AI released $SEED whitepaper (60% distributed to holders of AI-related projects across ETH/SOL) — learn more here + GOAT Gaming announce their Alpha Goats initial agent offering (February 6), user can now secure allowlist here

• Interest listen on the Deconstructor of Fun (TikTok Ban + Matthew Ball: State of Gaming Report), Naavik (Web3 Gaming: What will 2025 bring) + Is starknet gaming cooked by the shadowfax (most the FOCG/AW/AIAG build on StarkNet)

• GDC in ~35 days, dm @kapital_k if you are attending

• Attach dedicated Web3 event list soon, wuwu 🪚🪚