Web3 Gaming

“There was always just this big problem with like the crypto stuff like sounded good, but there was very little reason for a game company like Valve or Electronic Arts to say like, yeah, sure. You can take your assets out of our beautiful ecosystem that we taxe…”

“I think you can get there with pretty simple game dynamics like what Neopets had. Neopets was literally playable on a dial up modem. And so I think those are the games that are going to figure it out first in advance of the AAA games that probably will take fi…”

“Yeah, I think they're going to have to create like a You know, like a separate entity that kind of allows it to be more free ownership and it'll come from one of those big studios. Not a, I actually don't think it'll be a new studio that raises money.”

“Those game developers, I would say the majority of them are now doing NFT web three gaming.”

“All the activity is happening in these low fee environments because you need fast and cheap to make the game use case work.”

“The interesting thing about Axie is it started out as a singular game, but because people own the characters and because people own the board, you can repurpose these assets into new games. This has really never been possible in gaming before.”

“The category that we're super bullish on going forward and we want to invest deeply in this gaming, right? In-game assets, in-game purchases, that's been a tried and tested business model for a decade for the gaming industry and users that are very tech savvy …”