BITKRAFT — Agents of Change: The AI Saga Revolutionizing Gaming Worlds
• Agent-first games are emerging as a new paradigm wherein AI characters operate autonomously enabling persistent game worlds that evolve even when players are offline (Example: Seed | Parallel where players guide AI agents instead of directly controlling them)
• Current agent frameworks democratize AI agent development in gaming with different approaches (Example: Virtuals — Structured cathedral model offers reliability whereas Eliza provides open-source bazaar model that enables rapid innovation
• AI AG x Web3 Gaming creates new possibilities for Autonomous Virtual Beings (AVBs) that can own assets, manage resources and participate in game economies independently, which can help solve common challenges encountered in games (Example: "cold start" problem in multiplayer games & enabling novel player experiences)
— Read More
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TGE ≠ Payday, TGE = Debt backed by reputation — Gengmo Qi (DragonFly)
Read More
Unfortunate but in Web3 game sector, there is many this ... explain why many the gaming TGE is 📉
Read More
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8 reasons to think twice before launching a fair launch coin to fund a long-term project — Shaw (ai16z)
We should be able to balance the spirit of fair launches wherein we enable everyone to get what usually only VCs get, with realistic mechanisms to enable teams to build real tech — Read More
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• GDC in ~35 days, dm @kapital_k if you are attending
• Attach dedicated Web3 event list soon, wuwu🪚 🪚
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Steam — Banned games that utilize paid ads in-game
• Ban only applies to games that force players to watch ads before continuing or offer players in-game incentives such as virtual currency for watching ads
• Developers can still engage in cross-promotion
— Read More
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Valeria Games (Formerly Antebellum Games) also shutting down — Source
Development and support for the mobile game as well as the $LOV TGE will be suspended indefinitely.
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Axie Infinity — Announced ATIA’s Legacy (MMO)
1st playtest is in Summer 2025
Testers can now pre-register
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• 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❤️
• Mighty Action Heroes — Season 9 now LIVE
• BLOCKLORDS — LORDCHAIN now deployed on mainnet
• ZED Champions — Alpha 3 Playtest Signups
• GODS Unchained — Migrating over to Immutable zkEVM
• Crypto: The Game — Season 3 Public Mint
• Wonder Wars — Wonder Pass coming to Ronin (4,444 Supply, End March)
• Ronin — Cerastes Upgrade goes live on March 17 (Enables Ronin to direct portion of RON gas fees to the Ronin treasury)
• Rumble Kong League — $FAME TGE
• Naavik — Com2Us’s Evolution: Gaming Innovation and Global Expansion
• Deconstructor of Fun — How Türkiye Became the New Capital of Mobile Gaming and Where It's Headed Next
• ReplyCorp
• Animoca Brands — Acquired 2% of $WOOF supply in strategic sale
hope helpful wuwu
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• 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🥺
• Rumble Kong League — $FAME TGE (March 11)
• Dark Machine — 1st Access Edition Launch Phase #1 (March 13-16)
• Burn Ghost Games — Cash Clash Arena is now LIVE
• The Readyverse — Early Access is now LIVE
• Mythos — $MYTH Staking is now LIVE on Polkadot
• Vulcan Studios — Released 2025 Roadmap
• LANIAKEA — Movement Mainnet is now LIVE
• Axie Infinity — Atia's Legacy will not have a new token & value will acrue to $AXS
• LE7EL — Announced that they are shutting the studio down
• Goombles — Announced that they are discontinuing development after getting 339 downloads in 2024
• GAM3S.GG — How MapleStory Universe is doing Web3 Differently
• Naavik — Web3 Gaming: Insights from the Ronin Ecosystem
• Doubl3Tap — Episode 34: Heimdall (Citadel)
• GameSpot — Inside MON Protocol's Hyperliquid Listing: Is This The Next Big Breakthrough for Games?
• Alara Prime
• Fate Adventure
• Golden Company
• Bossu
• emptyvessel
• Nums
• Peer Global — Raised $10.5m for Metaverse Engine
hope helpful wuwu
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Battlebound (Formerly Evaverse) announced that they are shutting down — Source
They are also pausing the development of the creature-collector game, Anterris🫤
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• Today another studio also announce shut down — Speaks volume about even trying to survive is hard🥺
• Interesting to see how Parallel TCG mobile performs (March 18) when launch on traditional app stores as Web3 elements will likely be obfuscated and only accessible in D2C web shop / browser)🤔
• Interesting read from Ronin about the Ronin Growth Playbook (Share they experience from Axie, Pixels, etc)
• WILDCARD release they $WC whitepaper (100% community unlock) — But believe there is a governance token that will be issued later on as well*)
• Parallel — Launching on mobile (March 18)
• Nyan Heroes — Battledome Early Access (March 19)
• MetaCene — Asia Server Merge (March 20)
• Middle Earth AI — Game I is now LIVE
• Maxx AI — Mixmob Racer 1 is Live
• Forgotten Runiverse — A new Era of Player-Owned Gaming
• Ronin — Introducing the Ronin Growth Playbook
• Fame Network — $FAME Claim & NFT Staking Platform
• WILDCARD — Released $WC whitepaper (100% community allocation)
• GAM3S.GG — Building the Next Star Wars
• GameSpot — Inside Koin Games' Web3 Marketing Playbook
• FAME Network
• DEFECT
• Metal Slug — Recipient of Starknet Seed Grant
hope helpful wuwu
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• Treeverse announce their launch on Windows + Google Play Store, BEAM Nodes now live (user can start delegate $BEAM) + PlayDuper announce ACE migration🎮
• Some interest listen are Deconstructor of Fun: Future of Skill-Based Gaming especially since see more games pivot towards skill-based PvP (instead of P2E) + Blockchain Gaming World interview w/ Hilmar Peturrson regarding EVE Frontier Ethos & Building Better Games: The Real Cost of Founding a Game Startup — Very apt especially for Web3 game studios & founders trying to survive the bear market📉
• Interest see today strategic equity investment from ATMA (Developers of Star Atlas) into Shaga (Decentralized Cloud Gaming Platform)🎮
• MEGAWEAPON — Playtest launch today (March 13, 5PM EST)
• Beam — Announced that BEAM Nodes are now live and users can start delegating their $BEAM and node tokens to earn rewards
• Star Atlas — New preseason patch (March 19)
• DUPER — ACE Migration, Staking and 1st DUPER Skin release
• FAME Network — $FAME Token Claiming & Staking Portal is now LIVE
• Treeverse — Announced their launch on Epic Games (Windows) + Google Play Store (Android)
• Deconstructor of Fun — 274: Skillz CEO Andrew Paradise on the $75M Accelerator and the Future of Skill-Based Gaming
• Blockchain Gaming World — 194: EVE Frontier's Blockchain Ethos w/ Hilmar Petursson
• Building Better Games — E84: The Real Cost of Founding a Game Startup w/ Joseph Kim
• Shaga
• Shaga — Announced a strategic equity investment from ATMA (Developers of Star Atlas) to build a decentralized cloud gaming platform
hope helpful wuwu
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Mobile Dev Memo — The Evolution of Browser Gaming w/ Antti Jäderholm (Ray Browser)
Very important watch especially since >75% of Web3 games have explored either Browser, PWA (Progressive Web App), or TWA (Telegram Web App) builds beyond Steam/Epic/Apple/Google🌐 — Watch Here
• The history of browser gaming and where it stands today
• The limitations that have historically prevented the browser from becoming a mainstream platform for AAA-quality gaming
• The forces of change that are expanding the browser gaming category
• The current size of the browser gaming market, and it is expected to grow in the medium term
• The web technologies that enable high-fidelity browser gaming experiences
• Whether most console streaming services will end up in the browser
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• Excite for the GDC, see you all❤️
• Interest read on the PIXELS Ronin Validator (100% validator commission will go back to Pixels Community when $PIXEL staking goes live in early April 2025)
• Revolving Games 2025 Roadmap — Project Nova Mobile & PC Client Launch in May 2025 and $RCADE TGE on May 22, 2025
• Can claim key to try ARBO: Arena Tactics Steam Playtest — Link
• Another interest infographic on entire Runiverse ecosystem by Arualex (Twitter) — View Here
• 2 new funding rounds announced — Sugarverse (Casual mobile studio on Tezos) & M10 (Shooter studio on Sui)
• Off the Grid — Launching New Battle Pass (March 15)
• ARBO: Arena Tactics — Steam Playtest (March 20 to 24)
• L3E7 — Limited Early Access on Mobile (March 24)
• Hello Monsters — Announced their migration to Ronin
• HYTOPIA — Minecraft Map Conversion is LIVE
• Hyve Labs — Announced their launch on Telegram
• My Pet Hooligan — Can now be wishlisted on Steam
• Fantasy Top — F2P Rewards on Monad are now LIVE
• Pixels — Launched validator on Ronin
• Arualex — Entire Runiverse Ecosystem in 1 infographic
• ohhimark — Introducing Sankonnect.fun
• Pockit Studios — Introducing Draw It: Onchain 2 Player Drawing Game
• Revolving Games — Announced 2025 Roadmap
• GAM3S.GG — The Rise of Axie Infinity & The Future of Ronin
• Pockit Studios
• lol.land.game
• REACH
• Sugarverse — Announced their $1 million funding round to launch Sugar Match, the first in a five-game saga of casual Web3 mobile titles. The games will be built on Etherlink, Tezos' Layer 2 Solution
• M10 — Announced their $3m seed round from Sui, GSR, Big Brain Holdings, Monoceros, Blockchain Founders Fund and Presto Labs to develop a competitive multiplayer shooter with a fresh take on the F2P model, making it accessible to all
hope helpful wuwu
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List of all Web3 gaming side events for GDC!
Drop a DM if you'll be around to meet @kapital_k @wassiecapital👋
Hope helpful wuwu😆
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• Not many GDC announcements + not as many physical booths + sentiment was very poor (likely lowest ever for Web3 gaming so far). Add more information about GDC insights and learnings soon but good to see LimitBreak technology is now expand to Ronin (721C/1155C/20C)
• Forgotten Runiverse now on iOS + approved for Nintendo/PlayStation/Xbox. Global early access on March 26
• Slingshot DAO release $SLING token: $1.4m mcap, $41m FDV (as of write) — DexScreener
• FAME Network (Powering Rumble Arcade) launch $FAME token: $807k mcap, $4.1m FDV
(as of write) — DexScreener
• Interest read on the Showdown(#1 ranked MTG & #1 ranked Hearthstone) building TCG on MegaETH (they are also raising)
• Another interest listen is the "goodGame — How Long will this Bear Market Last?" since gaming sector has performed very bad all this time, helpful especially for founders navigating this period
• Karel is now stepping back as co-founder of Treasure DAO after 3 years ($MAGIC as of write — $42.9m mcap, $49.7m FDV)
• 4 new funding rounds announced — Kamigotchi World (they also complete community echo round), Slingshot DAO, PlaysOut and Game Beast (now Ephyra AI)
• Forgotten Runiverse — Officially approved for development on Nintendo, PlayStation and Xbox + Global Early Access Launch on March 26
• Zentry — Meta Madness (March 26)
• LimitBreak — ERC721/ERC1155C & AppTokens (ERC20C) are now live on Ronin
• Treeverse — Available on iOS App Store (Also on Google Play Store + Epic Games)
• XOCIETY — Now on Epic Games Store
• Animix — Airdrop Rescheduled to April 15
• Kuroro Beasts — Kuroro Wilds Alpha 2.0 suspended
• WEMIX — Delay in disclosing $6.2million hack was to prevent panic
• ARBO: Arena Tactics — Alpha Playtest Round 2 now LIVE
• Axie Infinity — All Axie accessories will soon become ERC-1155 tokens (make sure to claim)
• Stoke Fire — Launched farcaster (v2 frame) mini app
• Mithraeum — Now available on mobile
• Showdown — Why the #1 ranked players in Magic The Gathering & Hearthstone are building a TCG on MegaETH
• YGG — Announced LOL Land, a browser-based casual board game (inspired by Monopoly Go) using Pudgy IP, launching at Abstract chain on April 15
• MetaGravity — Quark Multiplayer: The Networking Engine Powering the Future of Online Worlds
• SNG Archive — BTC x ETH: What does this mean for Gaming?
• Karel — Stepping away as co-founder of Treasure DAO
• zang immortal (Metacraft Studio) — Building Under Realm, a grand strategy trading card game in public
• goodGame — How Long Will This Bear Market Last?
• Open Metaverse Podcast — What Everyone Should Know About Animoca Brands
• Under Realm
• Kamigotchi World — Raised $1.3m seed round from Seed Club, TempleDAO, dcfgod and more to build a fully onchain idle-MMORPG
• Slingshot DAO — Raised $16M from DragonFly, Animoca Brands, DCG, Sfermion, Sanctor Capital, Collab+Currency, Alphabit and more
• PlaysOut — Raised $7m from OKX Ventures, KBW Ventures, Kenetic Capital and more to simplify the integration of mini-games w/ blockchain technology
• Game Beast — Rebranded to Ephyra AI and announced their $10.5M Series A round led by BECKER ventures to create AI-powered companions for gaming
hope helpful wuwu
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Treasure DAO announces major reset — Read More
It was revealed that at their current burn ($8.3M annually), the DAO would only have runway until July 2025 (USDC only) and their treasury would be fully depleted by September 2025
To address this, John is stepping back into the role of lead contributor to guide the turnaround. The DAO is cutting costs by sunsetting its game publishing arm, retiring the Treasure Chain, cancelling the grants program, and refocusing efforts on four key products in Bridgeworld, Smolworld, the Marketplace, and AI Agent Infrastructure (Neurochimp/Mastermind)
It was revealed that at their current burn ($8.3M annually), the DAO would only have runway until July 2025 (USDC only) and their treasury would be fully depleted by September 2025
To address this, John is stepping back into the role of lead contributor to guide the turnaround. The DAO is cutting costs by sunsetting its game publishing arm, retiring the Treasure Chain, cancelling the grants program, and refocusing efforts on four key products in Bridgeworld, Smolworld, the Marketplace, and AI Agent Infrastructure (Neurochimp/Mastermind)
TLDR
• 📉 Burn reduced from $7.5M/year to $3.8M/year (Goal: $3M)
💸 Runway: ~$2.4M in stables, extendable to $3.2M via FlowDesk recovery
✂️ 15 contributors let go, publishing stack retired
🔚 Treasure Chain proposed to be shut down (cost: $450K/year)
🎯 Key Products: Bridgeworld, Smolworld, Marketplace, AI Agents
🧠 AI tech: Agents interacting on-chain with NFTs, Unity clients
⚰️ Grant model killed: No more MAGIC giveaways without value return
📜 Governance proposals coming: strategy ratification, asset withdrawals, marketplace relocation
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