• Wanderers announce their $WANDER token launch (Jan 8), MON Protocol list $MON on the Hyperliquid spot market and Seraph list on the ByBit launchpool
• Starkware x Realms do now their Agent Hackathon (Submissions close on the Jan 31), there is quite some interest project👀
• Can connect X account to the Infomon for they AI Airdrop Event
• Game ecosystem x AI is now start get recognize with "AIAG" term (AI Agent Gaming). Expect see more AIAG launch
• MON Protocol — Listed $MON on Hyperliquid Spot Market
• Variance — P2A Playtest Event (Jan 6)
• Wanderers — $WANDER token launch (Jan 8)
• Cosmic Bomber — Launching (Jan 8)
• CafeCosmos — Season 1 (Jan 10 to Jan 17)
• Loot Realms — Starkware x Realms World Agent Hackathon (Submissions close on Jan 31)
• Parallel — Released Open Beta Season 11
• Battle for Blockchain — Introduced Daily Login Rewards
• Seraph — Launched pre-download and listed on ByBit launchpool
• Farcade AI — Link TG & Warpcast accounts to Farcade
• Getsu — Announced that their action RPG Overmage will release in 2026
• Sabong Saga — Released WL eligibility checker
• Infomon — Released AI Airdrop Event
• HYTOPIA — December Update: Breaking Boundaries in Voxel Gaming
• hitesh.eth — Billion Dollar Idea for AI Gaming
• Xterio — Xterio & Artificial Intelligence
• lordOfAFew — Agents will play games by relying on Hierarchical Task Networks (HTNs)
• Calc.eth — 2024 Realms Ecosystem Rundown
• thefarm.fun — Ambitious Tokenomic Design for the Autonomous Agentic Era
• Arto — How much time and money does it take to max out a game that is running a f2p economy?
• Kaidro — $KDR Token Utility & Ecosystem Update
• gigaverse — Early details around gigaverse, an onchain RPG built by crypto natives
• LevelUp — How tilting point is unlocking the value of D2C web stores
• Unchained — With AI Agents Now Trading Crypto, What Does Their Future Look Like?
• Delphi — Shaw: The rise of ai16z's Eliza, Crypto x AI Agents, $2.5b valuation, trending globally on GitHub
• Pixocracy
• Sipher AGI
• Limbo
• SIAMES
• Middle Earth AI
• gigaverse
hope helpful wuwu
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Look at Gaming #409 | 01.08.2024
GM! Welcome back to another Weekly LAG.
Three key headlines for this week.
When AI first entered the gaming conversation it was largely around how AI improves/accelerates the game production process but we're starting to see some player-centric innovations.
Nvidia's AI NPC evolved beyond just a chatbot to support characters in your game. The first example is with PUBG but I could imagine a resurgence of the golden era of MMORPG. The fun of playing that genre derives from playing with friends. Well now, AIs could fulfill that companionship void.
But games are more than just about playing and so is your AI. Nvidia introduced SIGHT for your AI so it can literally watch you play and provide commentary and guidance. What a new world we're in.
Last headline is about the major game exits over the past decade.
Catch y'all next week!
-----
⚡ Spotlight 🤩
Nvidia’s AI NPCs are no longer chatbots — they’re your new PUBG teammate | TheVerge
Inworld AI teams with Nvidia and Streamlabs on intelligent streaming assistant | GamesBeat
InvestGame & GDEV: Major exits in the Gaming Industry over the last 10 years | GameDevReports
🌊 MARKET 📞
Game Industry Layoffs: 14,600 people lost their jobs in 2024 | GameDevReports
Aream & Co.: Gaming Company CEOs on expectations for 2025 | GameDevReports
💎 Deep Dives 🔎
InvestGame & GDEV: Major exits in the Gaming Industry over the last 10 years | GameDevReports
🌈 Platforms 🏠
Nvidia’s AI NPCs are no longer chatbots — they’re your new PUBG teammate | TheVerge
Nvidia launches blueprint for AI agents that can analyze video | GamesBeat
Inworld AI teams with Nvidia and Streamlabs on intelligent streaming assistant | GamesBeat
Microsoft is combining ‘the best of Xbox and Windows together’ for handhelds | TheVerge
🧠 Knowledge Hub 📘
How much does it cost to make a game? Clear Formula | Keruvu
💲 Fundraising 🤑
ZKcandy raises $4M for its gaming-focused Layer 2 chain | GamesBeat
Fresh $10 Million in Funding for Nakamoto Games | Gam3s.gg
👾 Game & Stats Releases 📊
Development costs for 2020's Call of Duty: Black Ops Cold War exceeded $700m | GamesIndustry.biz
A Ghost of Tsushima anime series is in development at Sony | GameDeveloper
Horizon Zero Dawn and Helldivers 2 movies announced | GamesIndustry.biz
Sony is making a location-based experience based on The Last of Us | GamesBeat
GM! Welcome back to another Weekly LAG.
Three key headlines for this week.
When AI first entered the gaming conversation it was largely around how AI improves/accelerates the game production process but we're starting to see some player-centric innovations.
Nvidia's AI NPC evolved beyond just a chatbot to support characters in your game. The first example is with PUBG but I could imagine a resurgence of the golden era of MMORPG. The fun of playing that genre derives from playing with friends. Well now, AIs could fulfill that companionship void.
But games are more than just about playing and so is your AI. Nvidia introduced SIGHT for your AI so it can literally watch you play and provide commentary and guidance. What a new world we're in.
Last headline is about the major game exits over the past decade.
Catch y'all next week!
-----
Nvidia’s AI NPCs are no longer chatbots — they’re your new PUBG teammate | TheVerge
Inworld AI teams with Nvidia and Streamlabs on intelligent streaming assistant | GamesBeat
InvestGame & GDEV: Major exits in the Gaming Industry over the last 10 years | GameDevReports
Game Industry Layoffs: 14,600 people lost their jobs in 2024 | GameDevReports
Aream & Co.: Gaming Company CEOs on expectations for 2025 | GameDevReports
InvestGame & GDEV: Major exits in the Gaming Industry over the last 10 years | GameDevReports
Nvidia’s AI NPCs are no longer chatbots — they’re your new PUBG teammate | TheVerge
Nvidia launches blueprint for AI agents that can analyze video | GamesBeat
Inworld AI teams with Nvidia and Streamlabs on intelligent streaming assistant | GamesBeat
Microsoft is combining ‘the best of Xbox and Windows together’ for handhelds | TheVerge
How much does it cost to make a game? Clear Formula | Keruvu
ZKcandy raises $4M for its gaming-focused Layer 2 chain | GamesBeat
Fresh $10 Million in Funding for Nakamoto Games | Gam3s.gg
Development costs for 2020's Call of Duty: Black Ops Cold War exceeded $700m | GamesIndustry.biz
A Ghost of Tsushima anime series is in development at Sony | GameDeveloper
Horizon Zero Dawn and Helldivers 2 movies announced | GamesIndustry.biz
Sony is making a location-based experience based on The Last of Us | GamesBeat
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The Verge
Nvidia’s AI NPCs are no longer chatbots — they’re your new PUBG teammate
Winner winner chicken dinner — with AI.
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• 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
• L3E7 — Announced closed beta test (Jan 6 - 26)
• Smolcoin — V1 ➡️ V2 token migration proposal on zkSync (Treasure Chain)
• Wanderers — $WANDER TGE moved to Jan 10
• Neo Olympus — Signup for Wave 2 Prime Core Mint Allowlist
• HELIX — January 2025 Dev Log Update
• Planet Mojo — Launched WorldWideAgents ($WWA) on Virtuals Protocol
• Pixocracy — Locked 58.33% of dev tokens (12 month vesting, 1.75m tokens unlocked every month)
• Cosmik Battle — Q1 2025 Roadmap
• Blob Arena — Update 1.1.0 Preview
• Metacene — Officially launching on Mantle Network (Transitioned from Rangers Chain)
• stokarz — Battle for Blockchain hits daily transaction ATHs
• Nifty Island — 50% of claimed $ISLAND now staked
• Illuvium — Announced partnership w/ Virtuals to Revolutionize NPCs in Overworld MMO Lite
• TeleMafia — Deeply social mafia game ecosystem on Telegram
• Bankless — Eliza Daydreams: A New Blueprint for Onchain Gaming Agents
• Derek — Thoughts from shipping crypto games in 2024
• Moemate — $MATES launch on January 14 (Priority for $MOE holders)
• Middle Earth AI — The first social strategy game led by AI Agents
• Pixocracy — What we're building at Pixocracy
• goodGame — Q1 State of the Crypto Market | EP 68
• Blockchain Gaming World — From Crypto Unicorns to Neo Olympus
• Infected
• Stardusts
• FOCG Studio
• Neo Olympus
• ZKcandy — Announced $4m funding round from Wemix, Animoca, Spartan Group and more to develop gaming-focused L2 on ZkSync with mainnet launch slated for H1 2025
hope helpful wuwu
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Gaming is one of the areas that nearly nobody is allocated towards
Read More
Last year confirmed interest in degen money games on-chain, worth taking time to make lists there
Read More
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• Nifty Island ($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)
• Nifty Island — Reserved $ISLAND listing on Hyperliquid
• Sipher — Announced $SIPHER listing on Hyperliquid
• Wanderers — $WANDER token listed on Base
• Soccerverse — Officially launched their fully autonomous football management MMO
• The Machines Arena — Launching on Steam & PS5 (Jan 14)
• Sabong Saga — Genesis Chicken Mint presale & details (Jan 15)
• Sugarverse — Loyalty Program Airdrop (Jan 16)
• Moonwalk Fitness — Announced Moonwalk iOS App
• Market Wars — Released Open Beta on HyperPlay
• Zentry — Announced that $ZENT token is now multichain and live on RONIN
• Avarik Saga — Announced partnership with Virtuals to build agentic streamers
• Stoke Fire — Stoke and speed up costs updated to 4 $FIRE (From 3)
• Sean Pinnock (AVALON) — ELI5 of Limit Break's Apptokens release
• Derek Lau — Why is Gangster Arena still around after 9 months? (Seasonal economy resets)
• gg.xyz — Onchain reputation is the key to unlocking personalized gaming experiences
• Daes — AI Agents coming to Pirate Nation?
• Carlos Roldan (Elixir Games) — Leonardo AI: Hello World
• 77-Bit — Introduced BitHub, a hub for Crypto Browser Gaming
• Redstone Chain — Cafe Cosmos Season 1 Launch
• Biosphere3 — First AI-powered town in the blockchain universe
• Game — Betting on AI Agents: Crypto's Fit in Gaming
• Digimon — Announced Digimon Engine, a Multi Agent, Multi Player Framework for AI-native games and Agentic Metaverses
• Jonah — Roadmap for Agent Sploots
• technoir (BITKRAFT) — Thoughts and plans on White Wizard being reborn from the ashes as ISTAR AI
• Miratisu — Introducing GAME SDK
• Pixocracy — Thread on our team, vision and ambitions
• 1mpal — Wemix's Godfather is back: Jang Hyun-guk to be CEO of Action Square & launch $CROSS ICO
• Neo Olympus — Litepaper v1.0
• Yuga Labs — Eliza Agents x ApeChain
• Dark Shuffle — Roguelike deck building game on Starknet
• Naavik — Inside NCSoft: Strategy, Partnerships & Korean gaming Trends
• Doubl3Tap — Episode 30: Kam Punia (Pixion Studios)
• a16zcrypto — Social Media Secrets: How to build your presence
• Leonardo AI
• zKube
• Miraimax Studios
• Tokito
• Stealth SDK
• Stealth Studio
• Pixcadia
• ARU
• Vader AI — Announced strategic investment in AgentYP
• FOCGERS — Announced FOCG money, a content series connecting game ecosystems, angel investors & VCs
• Aethir — Announced $10m XAI x Aethir Ecosystem Grant Program for AI-powered games & Studios
• Virtuals Protocol — Announced their partnership w/ Animoca Brands to invest in AI Gaming
hope helpful wuwu
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Blueprinting Jin Anomaly
🐦 Read More
• 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
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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.
• PRESENTATION: The State of Video Gaming in 2025 | MatthewBall
• Gaming Industry Trends for 2025: Insights from Aream & Co | Gam3s.gg
• AppsFlyer: Mobile market trends in 2024 | AppsFlyer
• PRESENTATION: The State of Video Gaming in 2025 | MatthewBall
• China Issues Record 1,416 Game Licenses in 2024 | Gam3s.gg
• Gaming Industry Trends for 2025: Insights from Aream & Co | Gam3s.gg
• AppsFlyer: Mobile market trends in 2024 | AppsFlyer
• A16Z Games: Use of AI in Gaming in 2024 | GameDevReports
• How Microsoft can turn Windows PCs into an Xbox | TheVerge
• Otherworld Brings Solo Leveling Digital Collectibles to Avalanche | Gam3s.gg
• Lotte Group Selects Arbitrum Blockchain for Lotte Caliverse | Gam3s.gg
• Gaming and AGI Development: ARC’s Role in Shaping the Future of AI | Gam3s.gg
• Daydreams: A New Approach to Web3 Gaming with Eliza AI Agents | Gam3s.gg
• Limit Break's ERC20-C and TokenMaster Explained for Gamers | Gam3s.gg
• Infinite Reality Secures $3 Billion Investment | Gam3s.gg
• SoSoValue Raises $15 Million at $200 Million Valuation | Gam3s.gg
• Grand Games lands $30m in Series A funding | PGBiz
• Netflix’s new animated Witcher spinoff movie sets sail this February | TheVerge
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MatthewBall.co
PRESENTATION: The State of Video Gaming in 2025 — MatthewBall.co
A 230-page presentation on the past, present and potential future of the video game industry.
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Building Game Studios is an Accumulation Game — Josh Lu
Building a great game is important. But building a great company is how you ensure you'll be around to seize the opportunities that matter most. The difference between chasing a wave and creating one often comes down to preparation & a willingness to play the long game — Read More
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☢️ Infected — New, hyper speculative, pandemic simulation game where 30 deadly viruses compete to infect the most population on Base
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Decasonic — AI x GameFi Market Map
• GameFi market cap has contracted 80% to $23 billion since peaking in 2021 at $114 billion
• Rise of Casual GameFi in 2024: Drove millions of users but adoption still lags behind other sectors
• 3 Pillars of AI x GameFi — Infrastructure, Adaptive Gameplay & Economies and AI Agents
• Emerging Opportunities: Economic automation, creator empowerment, mobile-first experiences, and community governance
— Read More
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• Interest read BITKRAFT thesis (AI x Web3 x Gaming) — Rise of agent-first games, autonomous NPCs & emergence of on-chain ecosystems that can pave way for new digital economies & player engagement models
• InfiniGods release tokenomics whitepaper & launch token ($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)
• Indie.fun — Game Jam (Feb 1 - 21)
• Goat Gaming — Alpha Goats Initial Agent Offering (Feb 6)
• Sipher — Genesis NFTs coming to Funkichain (Feb 10)
• Forkast — $CGX TGE moved to Feb 19
• Engines of Fury — Launching on Epic Games (Feb 25)
• Rumble Kong League — Announced their move to Ronin Network
• Tribo Games — Announced that Rumble Arcade is now on Telegram
• Spellborne — Announced early access on mobile
• Daydreams — v0.0.1 release
• Paragons DAO — PDIP 25: Restructuring DAO operations
• Delysium — Released whitepaper for their platform that helps facilitate mass adoption of AI Agents on blockchain
• BLOCKLORDS — Battleborne Closed Beta
• Gomble Games — Released 2025 Roadmap
• Dope Wars — Starknet Migration
• technoir (BITKRAFT) — Crypto x AI x Gaming Thesis
• Simon (Mighty Bear Games) — Introducing AlphaGoats
• Arto (Tribo Games) — Notes from Pocket Gamer Connects London
• Kiet (Arbitrum) — 5 Levels of AIAG (AI Agentic Gaming)
• 0wen (0xmons) — Introducing monchain, a pokemon x smash bros x mugen inspired PvP game for on-chain communities
• Beramonium Chronicles — $BERAMO token overview
• Indie.Fun — Crowdfund games 100x faster
• Seeds AI — Released $SEED whitepaper
• Telegram — Introduced new blockchain integration guidelines for mini apps
• Today The Game — Announced rebrand to Youmio
• Smolworld — Released Whitepaper for Smolworld, a virtual universe of AI Smols built on Eliza OS & Smolverse IP
• Ethan (Digimon) — Why Digimon Engine is the perfect framework for AI-native agent games
• Mike Lau (Treasure DAO) — All you need to know about Ride, a next gen meme platform
• Simon — Mighty Bear Review 2024: The GOAT is Risen
• FaultProofBen (WASD) — Onchain Games that will make me fucking rich in 2025
• FOCGERS — FOCG Money: Realms World
• Naavik — Web3 Gaming: What will 2025 Bring?
• FOCGERS — Meet the FOCGER: Matt Dion, Always Scheming
• Doubl3Tap — Episode 32: Abhi (AP Collective)
• shadowfax — Is starknet gaming cooked
• Deconstructor of Fun — TWIG #315: TikTok Ban & Matthew Ball's State of the Market Report
• Ponzi Land
• Desert Drift
• Daydreams
• BeraTone — Announced $2m seed round led by Animoca Brands & incubated by Build A Bera Workshop
• Tarta Games — Secured $1.25m grant from Mantle to continue developing their 3D ARPG, Spot Zero
hope helpful wuwu
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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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