• 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 🪚🪚

• Wuuu hope all is okay. Market down but continue BUIDL 🔨

• Gaming sector has not perform well in recent months with several studios closing down. Teams that have been able to raise during this time period are very lucky and should remain cash prudent in order to capitalize on opportunities as they arise. More important than ever for teams to be able to show some semblance or path towards obtaining PMF in order to attract VCs & liquid funds. Expect more developments when proper regulation is released

• Attach soon GDC Event list. If you are attend dm @kapital_k @wassiecapital for meet ❤️

• GDC in ~1 week! Release soon our GDC event list. If you are host Web3 game event, feel free dm @0xkapital_k @wassiecapital to include ❤️

• Interest see Axie Infinity new MMO (Atia's Legacy) will not issue new token, value to accrue to $AXS 😳

• Some interest listen are Insights from Ronin Ecosystem after they transition to Open Ronin (Permissionless Model), How MapleStory is doing Web3 differently and the MON Protocol share they experience on Hyperliquid Listing 🎵

• Still see studio announce closedown — Environment still tough especially for those that are plan TGE this Q1 / Q2 2025 🥺