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👋 Web3 Gaming Recap — August 3 to 4 🗓

💭 Authors Notes

Wuuu long time no see 🥺 show some new updates in the Web3 Gaming

• Shrapnel migrate to the GALAChain (Move from Avalanche)

• FIFA Rivals surpass 1m downloads after 7 weeks

• Delabs complete Binance IDO and launch they token ($DELABS) — As of write $10M mcap, $40m FDV

• Pixel team announce staking system update such as spend/stake-only $vPIXEL & allow game monetize via USDC & offer non-dilutive rewards

• YGG announce they degen casual game publisher (YGG Play) on Abstract

• Gunzilla release July Monthly Report (Expand
$GUN to Solana, Launch Off The Grid on Steam & begin OpenSea Rollout for they secondary markets)

• Interest read are "The Engineered Economy of Roblox" (John Wang) & Toy Makers in Gaming (Naavik)


• Observe not much fundraising this 2025 (most web3 game funds already pivot, stop deploy, or have not raise new fund) but see The Lost Glitches raise $1million from Arbitrum Gaming Ventures & German Game Funding Program


🔄 Gaming Updates
Mythical Games — FIFA Rivals surpasses 1 million downloads
Delabs — Launched $DELABS token
Shrapnel — Announced migration from Avalanche to Galachain
Spellborne — Expanding to Abstract
L3E7 — Released Open Beta Season 0
Gotchi Guardians — Launched their 8-player roguelite TD brawler
Sparkball — Downsizing team after funding deal falls through

🔖 Gaming Reads
YGG — Introduced YGG Play, a casual degen game publisher on Abstract
Daydreams — Intro to Daydreams Router
Pixels — Updates to $PIXEL staking system
John Wang — The Engineered Economy of Roblox
Dith — Building Gigaverse (Volume 1)
Gunzilla Games — July 2025 Ecosystem Report
Memento — Breaking Down Crypto Gaming is "Dead" Again
Naavik — Toy Makers in Gaming
GameDiscoverCo — Which game genres get the most playtime
GamesTX — Play to Earn's Exit Tax

▶️ Gaming Watch/Listens
Wolves DAO — What if unsustainability is a feature (Derek Lau x Wesley x Memento)
Naavik — Why the Games Industry Might Triple Despite its Challenges (Owen Mahoney, Former Nexon CEO)

💸 Gaming Fundraising
The Lost Glitches — Raised $1million from Arbitrum Gaming Ventures & German Federal Government Games Funding Program

hope helpful wuwu 😆💞

TheCoreLoop — Your Go to Gaming News
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Grug's Lair — How to make our small studio stand out in an industry dominated by giants 🧵

• Be obsessed with data
• Operate game like a living system
• Measure what matters, every single day

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obb chain 😳Source
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Forwarded from Walter Bloomberg
*GTA 6 TO BE RELEASED MAY 26TH, 2026
(@WalterBloomberg)
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Google Opening the Gates: External Payment Links Are Coming to Android in the US

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Roblox wuwu 🕺
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LimitBreak — Announced LBAMM, a liquidity layer built for AppTokens

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Coverd — Raised $7.8M to gamify personal finance

The seed round was led by Yolo Investments with participation from a16z Speedrun, Volt Capital, WndrCo, Tusk Ventures and Arbitrum Gaming Ventures


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Neon Machine — Secured $19.5M to Power Shrapnel’s Global and China Launch

Seattle-based Neon Machine, creator of the Web3 FPS Shrapnel, has raised $19.5M across two funding rounds, led by Gala Games with backing from Griffin Gaming Partners, Polychain Capital, and others.

The deal brings Shrapnel into Gala’s ecosystem and supports its upcoming global and China launches with closed access planned for late 2025 and open access in early 2026, marking it as the first licensed Web3 game approved for China’s Trusted Copyright Chain


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Google Play Store — Imposed New Licensing Mandate on Crypto Wallet Apps

New app store policy now requires cryptocurrency wallet developers including non-custodial wallets to hold banking or money service licenses (e.g. US FinCEN MSB registration, EU MiCA CASP license, or equivalent thereof) to operate in 15 key jurisdictions (as of writing), in a move to ensure a safe and compliant ecosystem for users


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Crypto Gaming's Original Sin — Read More

Earning drives retention, not acquisition
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🎧
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👋 Wuuu if you are attend Korea Blockchain Week, Tokyo Game Show, Singapore Token2049 dm @kapital_k @wassiecapital for meet ❤️
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👋 Wuuu arrive soon the SG Token2049 🇸🇬

Excite make new frens & share alpha
😍

DM
@kapital_k @wassiecapital if also come wuwu ❤️
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𝗪𝗵𝘆 𝗱𝗶𝗱 𝗪𝗲𝗯-𝟯, 𝗽𝗹𝗮𝘆-𝘁𝗼-𝗲𝗮𝗿𝗻, 𝗳𝗮𝗶𝗹 𝗺𝗶𝘀𝗲𝗿𝗮𝗯𝗹𝘆 𝘄𝗵𝗶𝗹𝗲 𝗿𝗲𝘄𝗮𝗿𝗱𝗲𝗱 𝗨𝗔 𝘀𝗲𝗲𝗺𝘀 𝘁𝗼 𝗯𝗲 𝗼𝗻 𝗳𝗶𝗿𝗲? 🤔

𝘛𝘩𝘪𝘴 𝘨𝘳𝘰𝘸𝘵𝘩 𝘴𝘩𝘰𝘶𝘭𝘥 𝘤𝘰𝘮𝘦 𝘢𝘴 𝘯𝘰 𝘴𝘶𝘳𝘱𝘳𝘪𝘴𝘦 𝘵𝘰 𝘢𝘯𝘺𝘰𝘯𝘦 𝘸𝘩𝘰 𝘩𝘢𝘴 𝘢𝘵𝘵𝘦𝘯𝘥𝘦𝘥 𝘢 𝘨𝘢𝘮𝘪𝘯𝘨 𝘤𝘰𝘯𝘧𝘦𝘳𝘦𝘯𝘤𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘭𝘢𝘴𝘵 2 𝘺𝘦𝘢𝘳𝘴 𝘢𝘴 𝘺𝘰𝘶 𝘤𝘢𝘯'𝘵 𝘵𝘶𝘳𝘯 𝘭𝘦𝘧𝘵 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘸𝘢𝘭𝘬𝘪𝘯𝘨 𝘪𝘯𝘵𝘰 𝘢 𝘣𝘰𝘰𝘵𝘩 𝘧𝘰𝘳 𝘢𝘯𝘰𝘵𝘩𝘦𝘳 𝘳𝘦𝘸𝘢𝘳𝘥𝘦𝘥 𝘢𝘥 𝘯𝘦𝘵𝘸𝘰𝘳𝘬Jeff Cohen (PvX Partners)
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Business Wire — Games Veteran Michael Chang joins Arbitrum Gaming Ventures as GM

As General Manager, Chang will lead strategy, investments, and partnerships to drive long-term growth of the AGV portfolio and broader ecosystem, serving as both a capital allocator and public-facing leader

"Every industry is experiencing tremendous change because of new technologies, said Chang. Gaming is experiencing a period of transition, which is why I am eager to open new investment and business models for this exciting industry with Arbitrum Gaming Ventures. There is no shortage of incredible creators with amazing ideas constantly innovating. I look forward to bringing the very best of these visionaries to Arbitrum." — Read More
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Proposed_Full_Amendment_to_the_Game_Industry_Act_An_overseas_gaming.pdf
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Yoon & Yang — Proposed Full Amendment to the Game Industry Act

The proposed amendment seeks to respond to rapid changes in the gaming industry by shifting from a regulation-focused governance to a regime centered on autonomy and creativity by restructuring the Game Rating and Administration Committee into the Game Promotion Agency and delegating digital game rating to private autonomous rating operators which will aim to:

• Ease online/P2E prize bans
• Tighten loot box & agent rules
• Boost global competitiveness


Filed by Rep. Seungrae Cho —
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