Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
Navigating Bullrun Narratives with Our Trusted Experts (🎮,🟢)
Recorded: May 30, 2024 Duration: 1:09:19Space Recording
Short Summary
In a dynamic discussion on the future of Web3 gaming, industry leaders highlighted significant partnerships, project launches, and emerging trends such as the integration of VR and AR technologies. With Ancient8's Ethereum gaming layer 2 and Yariam Labs' NFT launch, the conversation underscored the growing momentum in the crypto space, particularly in Vietnam, where a major crypto event is set to attract thousands of participants.
Full Transcription
Thank you. so . so
Thank you. so Thank you. I so Iã‚“ã‚“ã‚“
ã‚“ so
foreign Thank you. All right. All right, fam. What is going on, GM, GM, to the whole Web3 fam? As always, thank you guys for joining us for the Gaming on the Edge spaces.
Thursday is such an incredible day for spaces.
There are so many going on on Thursdays, so many good topics, so much good content.
Luke over at New Era of Gaming, I see you in here, my boy. I was
just hanging out over at Therispaces just before jumping over here, and he's got some new content
cooking over there that is just amazing. I'll let you guys check out Marcelo's post on X here. I'll
probably pin it up in a little bit so you guys can watch Luke in action on his spaces. Some fun stuff going on over there. But anyway, I say all that just to say that I'm always
excited for Thursdays, excited to have you guys here with us. We're going to be chatting,
navigating the bull run narratives, talking a little bit more about what narratives we see
trending in the market right now, and maybe even some narratives that we feel are maybe going under
the radar a bit and really see if there's anything for us to unearth here in this conversation.
I want to just go ahead and quickly introduce myself. For those of you who don't know,
I'm Justin aka Justin The Mind here on X and I'm the head of community and also part of the
business development team here at Ancient8. And just briefly intro about Ancient8, we're building an Ethereum gaming layer 2 that is built on the Optimism Superchain.
And we have a suite of Web3 gaming infrastructure tooling and look to serve as the marketing and distribution channel for games globally.
We build products like Space3.gg, who is here hanging with us today, as well as Ancient8 Gaming Guild, who is very much participating in lots of gaming tournaments and gaming that being said, I'd like to spin things around and just get some introductions from our
panelists before we go ahead and jump into the conversation. So as usual, I'll say hello to
my sturdy co-host and DJ, Brother Leo. How are you doing today, my man?
Hey, Justin. How's it going? I'm Leo, a marketer marketer at ancient eight today we have a very
interesting topic web 3 has been more vibrant than ever there's a lot of
air drops happening just two weeks ago we talked about airdrop got a lot of eyes
on it next week we're going to host the biggest crypto event in Vietnam it's
probably in Southeast Asia with 7,000 people who signed up.
And it's going to be crazy in the next couple of months.
With that said, we want to provide you with the best ever, best quality source of information there are from Ancient A team.
With that being said, always just in the mind, the man, the only.
Let's go. My man, the only. Let's go. I want to make sure are in order in order to have the best possible experience. But we are super excited about it.
Can't wait to welcome some of you guys to Vietnam traveling here for the first time.
Excited to welcome back some of you guys who are coming again.
Maybe some of you who came last year.
GM Vietnam is going to be bigger and better than last year for sure. So really, really stoked for that.
And can't wait to see some of you guys here.
All right, next we'll pass it over to my other compadre, Mr. Ronald behind the Space 3 account.
I spoiled your intro this time.
How are you, bro?
Yeah, man.
Thanks a lot for inviting me.
Actually, I was like in the middle of my brother's wedding.
So I came here the day before.
I was supposed to be here like for a couple of days and then fly to Vietnam the next week.
So I'm very excited.
And also a couple of my friends joining here in the space today.
ERM Labs, WFC TaskOn as well.
And then Luke.
Yeah, so it was like, I was just curious to join.
And I thought, okay, I could maybe just jump in and speak something.
Very excited to join GM Vietnam.
It's my first time joining.
Of course, it's Ancient 8 and, of course, our second time, second edition.
Very excited.
Just four days, I think, left for me to fly out to Vietnam.
But, yeah, at Space 3 as well, for those of you who don't know me, I'm Ronald, the Biddy Lead at Ancient 8.
Space 3 is our game publishing platform.
We have worked with over 90 plus games on the platform
and we have achieved about 800K registered users on the platform itself.
So yeah, that's pretty much from our side.
I'll drop some alphas at the end.
Let's save it for the last.
Yes, sir.
Please save some of that juicy alpha so we make
sure we keep people here all the way till the end that's the strategy bro i appreciate you
uh and can't wait to see you over here back in vietnam again bro it's gonna be awesome
uh so speaking of erm i think we'll go pass it over next to erm labs uh who do we have
joining us today i think i know well it's always me behind the mic so hey guys it's wing here
um really excited um getting to speak to justin getting um invited by ron you guys have been
amazing meet you guys across the world so um it's not it's not like i'm very familiar with the whole
team with the whole ancient aid team you guys are really amazing building amazing products
um a quick introduction of myself and our project so my name is wing the founder of yariam labs
what we do is actually quite simple so we wanted to onboard as many escape room real life escape
room as possible scale the business onto the metaphor so we will be able to drink bring all
the traffic not only in your local um network but also on the global network to
participate in the sort of like puzzle solving type of gameplay so we've got about 650 ip in
our portfolio right now and then we're looking to launch um the next um the first nft very excited
i'm actually learning a lot about learning um about So I would love to hear anyone talk about NFT
and just really giving me the right strategy to go for it.
Yeah, so that's the quick intro.
Thank you, guys.
Great to have you here, Wing.
For those of you guys who have never had the chance to meet Wing yet,
she is by far one of the hardest hustling female founders
that I know in this space.
I see her popping up at events all over the world. She's always aggressively building the business, networking,
and just finding out what way that she can bring value to the gaming space. So I truly appreciate
builders like you, Wing, as well, and appreciate the kind words from your side. And looking forward
to seeing you back over here on this side of the world. So let's swing things over next to Moonville.
Who do we have joining us from the team today?
Hi, GMGM.
This is MJ, the co-founder and CEO of Moonville.
Very glad to join the space here.
And I really hope that I would be able to join you guys in Vietnam
so we can meet up in real life, but maybe next time.
Yeah, so quick intro about us. So Moonveil, we are from a traditional game builder
as well as a crypto native,
that we aspire to build great games, good games,
while leveraging Web3 to make that as a multi-game ecosystem,
highlighting the interoperability,
but also the authenticity empowered by Web3.
So right now, we have multiple games
about to roll out for playtests
and ship, while at the same time, we are
leveraging our past publishing background
and also infra to build that as a
multidimensional ecosystem. So very
excited to join here and happy to share
the topic with so many awesome speakers.
Awesome to hear from you, MJ.
Always love to hear, you know, when we
have founders here hanging with us and chatting as well as Wing, you know, it's really awesome to be surrounded by the founders of the projects and hear the takes directly from you guys. So appreciate you taking your time out of your busy schedule to come hang with us and chat a little bit here today about this topic. Let's next swing it over to Spicy Capital. Who do we have joining us today?
uh let's next swing it over to spicy capital who do we have joining us today
yo what is up could not find a meat bun uh yeah so this is marie's andrew behind spicy capital
i'm the cmo here always a vibe to be on these spaces man i always enjoy ancient eight uh spaces
always feel like i get a ton of value uh we have VC fund in the crypto space. We look into infrastructure projects mainly.
So we are hopping from space to space to give spicy takes.
I did not even mean to rhyme there.
But yeah, we're hopping from space to space to give them spicy takes on things in the crypto world, things in Web3.
And to also give not inside information, but also what VCs actually look for in projects just so it
makes it easier for founders as well so gonna be as transparent as possible in
these spaces and also big shout out to Luke and Pachara see the gang in the
audience as well and also Sarah from ex co-host man if you guys haven't like
checked out its codes you need to the development that this went through the
upgrades you know if you went through, the upgrade,
you know, if you know, you know, the upgrade to their website is dope. It's really, really sick.
So I know they've been working on that for time. So it's really cool to see where they are because they've helped all of us in, you know, one way or another. Absolutely. Thank you for the shout
out to ex-cohosts, man. They have done a phenomenal job. Xcohost has been helping us to grow our spaces here and bring on some incredible speakers every single week. So for those of you guys who aren't already in the Xcohost speaker network, you should definitely have a chat with Sarah. Find out how you guys can get plugged in because the platform is definitely growing. And now they have tech actually building on top of this,
which is taking things to the next level. So really good stuff. Andrew, excited to have you
back, my man. Thank you so much for coming back to hang with us. Always a pleasure to have you on
and definitely love to have some of those VC insights. That's a very unique standpoint to
have on a lot of these different topics. So look forward to hearing your thoughts on today's topic
as well.
Next, we'll pass it over to Jason Fernandez.
How are you doing today, Jason?
Hey there, everybody.
Thank you so much for having me.
Yeah, so in quick introduction, my name is Jason Fernandez.
I co-founded AdLunum Inc.
Essentially, we are a launchpad also accelerated incubator. So essentially,
accelerated projects to the lead up to their public sale, usually an IDEO and an R&IEO,
usually both, just sort of give them everything they need. Includes connect them with advisors,
connect them with advisors, institutional investors, you know, exchanges on other launch
paths that we would co-list with, and then market makers, basically everything that they
need to basically go from zero to IDEO or REO.
In a nutshell, that's what we do.
My personal background is in investments.
I had investments.
I was chief business officer at NFT Technologies, which invests in a lot of Web3 companies early in late 2021, 2022, spoke to over a thousand companies over a seven-month period. investing in 280 or something like that. We ended up going public in Canada under the stock exchange,
under the Tika NFT.
And then subsequently, of course, I co-founded AdLudem.
So yeah, that's my background.
And that's a bit about AdLudem.
Thanks so much for having me.
All right, Jason, very much a pleasure to have you on The Space, my man.
Definitely well-versed in the space and uh actively
building here which we love to see it and love to hear the thoughts from people that are doing
things at the scale that you have already done them at and are continuing to do so so really
excited to have you here uh let's go ahead and swing it over to uh sebash cmo from task on
on hi guys um thank you obviously for uh getting me on here as well uh good morning everyone sorry
um yeah uh thank you for having me firstly and uh yeah thank you for the co-host as well
as you said they're building an awesome platform uh jason after this uh please link let's link up
because i'll sponsor you guys with some some of our
stuff for your
accelerator as well
yeah but thank you guys
for having us and yeah
I'm back from TaskOn if you want
to know more about TaskOn we
a web
task collaboration platform we have around
12,000 projects we've already
helped scale we have around 3,000 projects we've already helped scale.
We have around 3.5 million registered users, about over 150,000 to 500,000 daily active users at the moment. Phenomenal. Love to hear the growth. Can't wait to hear a little bit more
about TaskOn and what kind of platform it is there that we can expect to see. I think we have one more speaker, which is Chung, investment partner from ARK Stream.
How are you doing today, my friend? GM.
GM, GM, nice to be connected.
I'm Chung from ARK Stream Capital here.
We are a West Refund, been here since 2017, investing in quite a lot of gaming projects.
I think last cycle, Sadist Heroes 50X.
This cycle, we've invested in two largest gaming platforms,
Game3S.gg, which is from PokerStarter and Blockers,
co-invested with A16Z.
I've been looking a lot into the gaming space.
In fact, I've been following Ancient Age,
I think since 2021 or 2022,
and then saw all the people
and still fairly interested in what you guys are doing.
And our recent investment include,
like Ether5, at least on Binance,
Menta, we are also the number one
staking facility provider for Menta.
Say Nice Work, also our portfolios, We are also the number one sticking facility provider for Mentor. Say nice work.
Also our portfolios.
And we also host our own space
every two weeks.
The last week we've hosted one
with Calpdown Mentor,
Bouncebit, and Perva.
So always appreciate it.
Always good to see someone hosting space
and would love to learn about
what you guys are
and what are the good narratives. of course i'm very interested in learning more about what ancient aids is up to
these days absolutely chung we appreciate you joining us here and we'll definitely jump a
little bit more into that in just a second um now that we have intros out the way if you guys can
go ahead and just help me to warm up this algorithm just a little bit by dropping some hearts in the chat here.
Let's drop some hearts.
Let's drop some thumbs up.
Let's warm things up in the algorithm here.
Drop a clap, a fist up, whatever gets you excited.
And also, if you wouldn't mind going ahead and sharing this space out into the timeline so we can get some more of the homies in the space to come join us here for this chat, that would also be greatly, greatly appreciated.
Before we start things, just some quick shout outs to some of our guests here hanging with us today.
I see Zyric, one of our top creators here in the space and one of our top creators in Ancient 8 even more specifically.
I see my man Gaspode. Speaking of creators, we have a few talented ones here today.
Pachara as well joining us. Of course, again, shout out to Sarah. See, the Task On team is
here hanging with us as well. So yeah, man, shout out to everybody coming to hang today,
and we appreciate you guys for joining us as always. All right, so let's go ahead and jump
straight into this now,
guys. We're going to talk narratives. I'd like to start things off a little spicier rather than
talking about what narratives we see that are really hot in the space, because I think that's
an easy one for us to riff off. So we'll save that one for a little bit later. I'd like to hear your
guys' thoughts on what narratives you feel like are being potentially looked over or underappreciated at the moment, whether that be in gaming or
whether that be in the wider crypto industry. We're open to hearing all sides. I think I'll
kick things off just to give you guys a second to maybe think about that. One that I see in gaming that I particularly feel like is undervalued right
now is the social-fy aspect of gaming. We've seen some platforms. There's a platform on Avalanche
that the name of it is actually slipping my brain at the moment. But it's essentially a social-fy
platform where you have the ability to essentially buy shares of a player. And when that player wins
tournaments that are set up on the platform, you're able to participate in the upside of
those tournament winnings of some sort, as well as being able to, you know, buy and sell and trade
players. So I think that this concept in Web web3 gaming is super super interesting and i think
like for for for me specifically when i saw this i thought for sure this has got some incredible legs
and i feel like this idea is gonna run and i feel like it really hasn't yet and i'm not sure
exactly what um is stopping people from participating at the moment, but it just seems
like it's not something I'm seeing discussed on the timeline a lot. It's not something that I'm
personally seeing a lot of players participating in. And I'm kind of wondering why. And I feel
like it's an underappreciated narrative at the moment because I feel like SocialFi, the one
thing that is missing is a really strong gamification layer to make it even
more interesting to participate. So of course, as a Web3 game builder, I feel like Web3 gaming is
that gamification that can ultimately bring a lot of interest into SocialFi. So I'm just a little
bit surprised that it hasn't taken off quite as heavily as some other narratives in this space
have. So that's my one that I think is
a sleeper. I hope to see at some point in this year that narrative gain some more traction,
but it's the one I feel like is being slept on a bit at the moment. So now I'll kick it over to
you guys. And by the way, for the new ones here, the way we like to operate this space is if no
one has their hand up, feel free to just go ahead and turn your mic on and jump in there. And then
once we have somebody speaking, you guys can go ahead and throw hands up and I'll try to
go in order as much as possible. So I'll leave the floor open if anybody wants to jump in first
or throw a hand up. Let me know what do you guys feel is underappreciated narratives in the space
right now. Anything sticking out to you guys? Go ahead, Moonville.
I saw that hand up first.
Yeah, I saw nobody is raising their hand.
So I'll shoot out my two cents here.
I was about to say social fight before you took the topic.
So I'll take another one.
So I actually think a lot of the narrative has been underestimated or overlooked a little bit.
One thing that I want to highlight is actually DeFi.
So I know this is controversial, but on the other hand,
I think in the past, starting from 2016, 2017, 2018, etc.,
it's kind of a rotational topic hype that people are looking at one single narrative
before they rotate to the next one, etc.
But I think right now, especially when Web3 is no longer at its very early baby stage,
right now we see a lot of the dynamics brought up by recently, let's say, restaking, deeping,
gaming a little bit.
I think right now it's been a little bit cold, cooled down a little bit, which is okay.
I think the whole world of Web3 is getting to a point that it's hard to say, it's challenging
to say that only one single narrative is not only hot but also sustainable. I will say in the future
it's more about how to mix them together to highlight the value potentially we can leverage
one part to empower the other one. So for example the social file as you mentioned, I think that was
a great point. You saw the social file and in the gaming part is by leveraging the social file
would be able to empower the ecosystem, empower the platform to make the gaming experience better by providing a better experience for the users, for the gamers who come over here, mainly for the gaming experience, while in the same time they can leverage the social connections, social features to better approach of the decentralized approach to leverage finance to empower other people.
So I'm personally from a finance background back in the days, also weird today as a hardcore gamer of my life.
I actually think that there's a lot of the mindset and design and innovation happening in DeFi back to one year ago, two years ago, etc., would be able to empower the gaming ecosystem by providing innovative access for those people who are, let's say, optimistic about
a gaming ecosystem.
They may want to bet themselves or take some journey of one game, of one ecosystem, of
one platform.
While I see the DeFi part or DeFi protocol, we don't necessarily have to bring in any
specific projects or protocol, but more about the design over there by providing or empowering the users to come into the ecosystem, taking their right bet, and also enjoy the win-win scenario if the project is doing good.
Appreciate that point and appreciate you kicking things off for us there, MJ. DeFi, definitely. I would also agree for me, I'm not seeing it come across the timeline a whole lot. I can't say that I'm actively following a ton of major builders specifically in DeFi, but I do follow a few and it does feel like it's been more quiet and like there's more more of a lull right now currently um in it so very interesting point i'll pass it over uh first to spicy and then to erm labs
yeah man i think uh i also think social fire is definitely something that's being looked over as
a whole there was a big hype when it was pumping and i remember one of the ones on avalanche was
stars arena now it's called The Arena.
Maybe I don't have to call it the same thing,
but I'm pretty sure it's called The Arena now.
And there was a ton of others as well.
We have Frentech, we have all these other ones that's out.
But I definitely do think that Socialfire is overlooked.
But I think that's because of the amount of hype that was behind it,
but then also a lot of the failures that came with it as well so stars
arena getting hacked things happening with friend tech but it doesn't reply to anyone for like
months or weeks and then it's randomly you know revived themselves and there's been other social
fire platforms that haven't done well and it's been one after the other it's not like we had
you know d5 project of the d5 project fail and then uniswap
bang came in changed the game and then maybe we had another couple failures and then bang we had
one inch and then then we had sushi swap and then we had trader join we had all these ones that came
up in the d5 platform to make exchanging better instead of using a centralized exchange right
that was probably one of the first phase for us in DeFi. It wasn't like that. Socialify has just been, you know, one after the other,
just not great experiences.
But it's early, you know.
Socialify is still very early.
I do believe that people are still having good experiences out there,
but I think that's one of the reasons why it hasn't really blown up.
And there's also this money grab mentality, right?
People are only doing it for money.
It will only last for so long because
there's no there's not enough people using it for a genuine purpose i think the other thing that's
overlooked in the space apart from what justin said what is i wouldn't say this is a narrative
as such but something that should be driven more is teams not just individuals but teams going to
events it's great when I meet people
from different networks and events.
I think it's cool if I meet people from a VC
or if I meet someone from a project,
but don't just send people that you employ to events.
I think the core team should attend as well.
At least one person from the seaboard,
at least someone from c-suite
whether it's a co-founder the cto a cmo whatever it may be they should go out with the team as well
because you know crypto isn't just about us making the bag and you know retiring in a few
a few years and then telling our kids yeah man we made the right decision 10 years ago
to do this and to do that i think it would be dope if people actually went to events together i think that's
something that needs to be pushed because one enough people still aren't attending events
that's one thing and the other thing people that do attend events attend as teams and as one person
you can only do so much like imagine going to consensus one imagine being a one-man team going to token 2049
that's like you wouldn't know where to go however there's three four of you guys you guys will be
able to attend you guys will be able to navigate say hey look we'll meet up and we'll do x y and
z just take it like this the spaces that we're doing now um the spaces that Luke does, the spaces that HM8 is doing, the spaces that
Space 3 does, the spaces that I see people attending on a continuous basis, those are
like mini events. So imagine you're going from space to space, to space to space. People are
getting to know your name, they're getting to remember your PFP, they're getting to know what
you're doing. It's easier for them to contact you. See spaces as mini events because these spaces, I see them as practice.
So I definitely don't think there's enough emphasis on that sector of our industry, events itself.
I think more people should be attending and more people should be attending as a team because I think it will do great things as a compound effect for that project, business, VC, whatever it may be.
Love that. Love that take. Actually, Andrew, that's a very underrated one. And I couldn't
agree more. Seeing founders, seeing that core C-suite team at events, man, it makes a world
of a difference when you meet some of these builders, IRL at some of these events, or even like you said, even if it's these mini events like we have here in these spaces.
So totally love that point.
And actually, I did want to shout out the name of the platform that I was trying to remember early that I shot off.
It was battle.tech.
So I'm actually looking at the platform right now.
So I'm actually looking at the platform right now.
And yeah, like the top players at the moment, they have three, six, five, six, seven holders max.
The top players at the moment, I'm not familiar with any of them.
I'm surprised I don't see a Jesus Martinez up here.
I'm surprised I don't see a Kagi, you know, like, you know, a Zyric, you know know top players that i would expect to see and players
that i would personally want to you know hold assets in in in them as gamers and as players
i'm just not seeing it kicked off quite yet and and it also might be because i'm also you know
going through and taking a look at some of the tournaments and they seem to be only
web 2 gaming tournaments so maybe that's something that Battletech just hasn't gotten around
to adding Web3 tournaments just yet.
And that could also be in part because there's not a whole lot
of tournament-ready Web3 games.
So I think these things just need a little bit of time.
This is not to throw shade on Battletech.
I really want to see platforms like this do well.
But yeah, just some insights coming from my side.
Before we pass it over to ERM Labs and then to Subhash,
I want to quickly give Tansy an opportunity, Tansy Network, to introduce themselves. I apologize,
Tansy. I don't know how I glazed over you, but I did. So my apologies as a host there.
Can we quickly hear from Tansy? And if you even want to touch on this topic,
you can jump in there first and then we'll swing it over to ERM Labs and keep it going.
Yeah, no worries. Thanks a lot for having us.
My name is Francisco. I'm the co-founder of Tansy.
At Tansy, we're basically building an app chain infrastructure protocol.
So we're making it a lot easier for developers to launch and maintain their own chains.
I think there's been a rising demand for app chains in general in the last couple of years. And with the big caveat being that it's very infrastructure intensive to launch and
maintain a chain, right? So we're kind of abstracting away a lot of the infrastructural
complexities with that so that, you know, launching a chain becomes a matter of minutes as opposed to
hours. And I do think this is going to become kind of a harder vertical in the years to come.
In the same way that, you know, services in the traditional Web2 world like Shopify or Wix made it a lot easier to launch a website and to launch an online shop.
I think we're starting to see kind of an evolution in Web3 to more cloud-like environments where, yeah, we're kind of trying to build that equivalent for app chains, right?
Where developers can access dedicated and sovereign block space that is customizable
in a much easier fashion. And I do think we're going to start to see kind of hybrid models,
right? Where developers might deploy smart contracts on Ethereum or Moonbeam or Avalanche,
whatever the case may be, while still kind of leveraging
app chain infrastructure protocols to access dedicated block space, right?
Gaming is a good example of that.
So we've seen that, you know, with on-chain games in particular, it can be very demanding
and tolling on block space.
So if you're deploying a fully on-chain game in a shared EVM environment like Ethereum
and gas prices start to go up, that can make the UX shitty, right?
Like if the prices start to rise in order to play the game, then that's like a poor UX. So
we're starting to work with a lot of games that are leveraging shared EVM environments to access
like NFT marketplaces to list their tokens on a shared EVM environment where there's liquidity,
but they're kind of offloading the game logic itself to a dedicated app chain or
a dedicated block space environment through Tansy, right? So I think we're going to start to see more
of these hybrid models that leverage the best of both worlds of smart contracts and app chains.
So yeah, that's kind of our take on the subject. Appreciate you jumping in on that. Such important infrastructure for this space. Like you said,
those moments where the online space started to see websites become something that small to medium
sized businesses could actually start to participate in without the cost being tremendously
high is really when we started to see a you know, a tremendous scale on the online
space. So hopefully we'll see something very similar in the on-chain space. Let's go ahead
and swing it over to Wing from ERM and then we'll swing it over to Sebash and then over to Chung.
Sure. Thank you for that. I wanted to follow up on the conversation when you guys mentioned
SocialFi. I reckon the sort of icebreaker here is how exactly that we can onboard
a lot more Web2 users into Web3.
So it's quite complicated when it...
I'm not talking about only the gaming industry.
I'm talking about in general,
like the DeFi space, the SocialFi, the GameFi space.
A lot of the protocol out there
are obviously trying to you know capture
as many web 2 attention as possible to bring them on board but we chose a very um sort of like a
unique route that is already existing with a lot of the um the demographic and the users that no
one actually pay attention to so um we the angle that i wanted to bring on the table here is actually VR.
Sort of like an XR in a way.
So it's like a combined experiences of using VR, AR,
and a little bit of AI that is building the infrastructure behind it.
And I reckon that is something that is not really seeing a booming and I'm very, very excited for it.
So I'll probably give you guys a quick example here.
A lot of the major
partner that we have is in north america and a bit of in europe so they've already started testing
out in the offline um in the real life escape room store most of the most of the stores i'm talking
about a high 70 percent of the the stores are already equipped um with the vr headset and it's
sometimes it's sponsored by you for example, by Samsung,
by, you know, sometimes we're also testing
on Apple Vision Pro.
So those are the offline store
that is already tapping into the hardware.
But how exactly that we can open up those channels
into onboarding all these web to users on web free.
So Sony has been doing something,
has been doing quite a lot of the things
in the background. they just um publicly announced they are stepping into blockchain um in a way that they
started that they will be starting their own chain and how exactly that they can bring the sony
which is like the playstation on the gamefire i'm talking about the gamefire perspective how
exactly that we can onboard a lot more web to users into work free so you can
imagine in the future um and i'm talking about not like three to five years i'm talking about
literally next year they already started building this infrastructure is seeing how exactly all this
playstation um you know ps5 or maybe like you know ps6 i don't know in a couple of years
um those players are gonna be using nfts using digital assets without even knowing they are
already part of web free so the way that i see is we really should blur the line between web 2 and
web free you know ultimately if we wanted to make sure web free successful is the mass adoption
so um i reckon xr is definitely um undervalued at the moment. No one really paid too much attention to it,
especially with all the money that was spent
and a lot of overhyping with the metaphors,
with a lot of the VR.
Everything was a little bit overhyped up
in the last two years,
but I still have a very, very strong faith
in this particular industry.
I absolutely love this take wing. Oh my my god it's so spot on because you know
what that is so true like when when uh you know web3 really started to gain traction in the
previous bull run and you know the hype went crazy for metaverse like metaverse is what everybody
essentially thought web3 was gonna be like the vr experience um and i think we're seeing metaverse is what everybody essentially thought web 3 was going to be like the vr
experience um and i think we're seeing metaverse take you know a shift and people realize that
there already are uh very much metaverses in the space that are our game worlds but the full you
know the full vr experience like you're talking about here i think is very much undervalued
and in a space where um you know we're trying to get people to understand the value of
digital assets, there aren't many industries where people hold a lot of value in digital assets more
than in the VR and AR spaces. So love that take because I do think that there's a ton of growth
to be had there. And there are quite a lot of users. People think
that metaverses are just like dead spaces, but no, there are some huge games that have huge
user bases that if done well, could integrate into Web3 and become online worlds very quickly,
on-chain online worlds. And I think that there's a ton of growth to unlock there.
So love that take. Love, love that take. Let's go ahead and swing it
over to Sebastien. Hi guys. Yeah. So I've obviously seen, or we work with a lot of projects already
on TaskOn and we've seen significant growth in these different sectors. I know the guys touched
on social fires, DeFi, but recently we've seen a lot of real-world asset kind of projects popping up on our radar
and joining our platform. And of course, it is a concept that's out there and working it right now,
but it hasn't had that substantial growth from the traditional side or even the you see actual web 2 users moving into
actually lower assets even though there is kind of a an a way in but they don't they still don't
understand it so the education behind it still lacks um but you see you can see the narratives
with with stuff similar things were like deepened Everyone knows what it is, like having a physical device,
IoT device, but they don't know how it actually works
or any value in real life, right?
But as I said, we do see a lot of kind of projects popping up.
We saw the whole Gamefire craze about a year ago
when we first started our platform,
a year and a half ago when we first started our platform a year and a half ago when we first started our platform they kind of came they died uh some obviously stayed they're doing
well uh but now we now we also seen kind of web 2 games if you look at something like pubg i saw
pubg turkey they partnered with finance in turkey to actually and they they're quite a big game
right so uh well mobile game they they actually moving to
into web 3 if i'm not mistaken and that's good to see from from a gaming point of view where the
kind of traditional is actually moving into into the space and hopefully that brings more eyes to
to the space uh with regards to social fi um i'm, as we can see, as a platform ourselves, we are looking at different options at how we can grow within our own ecosystem or grow our ecosystem out.
So I'm sure you'll see more kind of social-focused chains coming out very soon or social chains and then growing vertically and horizontally within the environment.
Super strong points there, Sebastian.
Did I hear correctly?
Did you say PUBG?
Is PUBG exploring Web3?
Yeah, PUBG, I think it's in Turkey with Binance.
They're doing something there.
Wow.
You can have a look on Twitter. It's something about Binance and Twitter. I think
one of the... I saw it popped up on my 4U while I was having a look this morning on Twitter.
Incredible. I'm going to have to do some digging on that. That's super exciting. If we get PUBG of
any form in Web 3 that uh that should
set things on fire for sure so looking forward to that uh hope that's coming soon especially if it's
in partnership with binance that would be absolutely massive uh let's swing it over to
chung i'd love to hear your points on this one absolutely um interesting take I think for us, we have been, because we are very close to the market, we receive maybe 100 deals every week. And I would say right now, the Bitcoin ecosystem is obviously not really dying off. I wouldnb maybe one billion so it's quite out of expectation
restaking is also dying it's also not as heat as um before so two things that i can see could
be under the radar the first is of course um gaming but to be specific fully on chain games and um
previously saw some hype with a lot of fully onenching game engines, I think 4 to 5, like Dojo, Mud, Calf, etc.
And this space hasn't been exploded yet.
And I'll say those are innovative in terms of tech innovations,
not only about the narrative.
So this is one thing.
The second thing I'll say is AI agents.
AI agents are very popular in the web space.
But right now in the web 3.0 space, haven't seen it taken off yet.
But I'm increasingly seeing a lot of AI PhDs, AI professors coming into the space working on AI agents related stuff.
Some are more on the practical level.
are more on the practical level, some are on the infrastructure level. So these two points,
Some are on the infrastructure level.
I think they will have their own right accessory in terms of AI agents. And even for AI agents,
I am seeing a lot of games also started to employ those kind of AI agents to improve their games.
So I would say if AI agents and fully on-chain games
or the fully on-chain game narrative
are being used properly for different kinds of games,
that could really drive a new impact in my point of view.
Strong take there.
I love the take, especially on on-chain games.
I also agree that is an undervalued narrative right now in the space.
At HNA, we have a couple fully on-chain games that are building on-chain with us, and we are very, very bullish on that narrative long-term.
In the short term, it's obviously not as strong. Actually, I've been seeing on-chain gaming getting dunked on quite a lot recently on
the timeline. People sharing videos of a cool game scene and then somebody will stop right in
the middle of the scene to click the on-chain transaction and just absolutely dunking on the
gameplay. But that gameplay is evolving fast, obviously, as the tech is continuing to evolve
and so much of that
clicking is being extracted away, and as that happens more and more, and these games become
more like traditional game experiences, yeah, super, super bullish on having, you know, a
majority, if not all, of the game be on chain, so really, really bullish on that narrative
long term, but in the short term, I agree. I think it is undervalued at this stage in the market uh let's go ahead and swing it back over to sebastian to
add there yeah sorry uh something i wanted to add that's quite undervalued right now is community
building right so community building yes we see it as a social kind of aspect but we need to view
community building with regards especially in gaming with regards to
actually boosting transactions within the game and and making sure that people within the community
understand the benefits of actually doing transactions within the game and in making
sure that they engaged 100% all the time because people can move from game to game if there's no
development if there's no feedback from the kind of founders or the or the team if they don't see anything moving within the project uh get disinterested so making
sure that they kind of engage all the time um making sure that they actually understand what
the benefits of of the transactions are actually going to do and what they get in return the value
that they get because if you play a game in a traditional sense you know you're getting
entertainment but in in a kind of web 3 version you're getting entertainment plus you're getting
value right additional value on top of that with regards to monetary so the they need to kind of
understand that and if they do then it's it's even greater value for the project and and actually for
the industry as a whole.
Are you guys able to hear me?
Yeah, can you hear me?
Oh, all right.
All right.
Yeah, I can hear you as well.
I think I got rugged there for a second, but I'm back.
Yeah, fantastic take, Sebastia. I was able to hear the whole thing. I hope everybody else was.
Yeah, I would. Speaking of gaming, I'd like to swing it over quickly to Space 3 and hear from Ron.
Ron, if you're with us here, anything under value that you're seeing in the space? You talk to a lot of games as the BD at Ancient 8.
Is there anything that you're seeing in the space
that you feel like people are not paying enough attention to right now?
Give us some alpha here.
Well, I mean, one of the things that I wanted to touch on was,
you already mentioned that, the social toy aspect.
And, of course, some of the AAA titles in the Web2 space, I think, like someone just mentioned about PUBG integrating NFT.
I think this is something that would potentially bring in more Web2 users to Web3.
I remember the last time when we were in the bull run, there were lots of Web2 users transitioning to Web3.
And I think this is one of those times that we should leverage this period
and, of course, onboard more Web2 users,
specifically those from, like, the eSports background,
like, let's say, from League or, let's say, PUBG,
Valorant, Call of Duty as well.
So I think this is something,
apart from the social fire aspect,
I would like to say there's something
that we are really not seeing it at the moment.
And I think if they do some collaborations,
like let's say what PUBG did,
I think it was, I can't remember the name
of that project they integrated.
But yeah, I just saw it like a day ago.
But yeah, I think this is something that we really need to see in the upcoming weeks or months, let's say.
Yes, sir.
More exposure to Web2 users.
I'm so bullish on finding ways to get outside of this X bubble that
we are in. And I love to see it through content creators. I'm super bullish on creators that are
doing content on other platforms like Twitch. I know Gasboat is streaming on TikTok. I've also
been helping some content creators get streaming keys for TikTok to help them to be able to stream there,
even if they have less than a thousand followers, because I want to see more Web3 gaming content
on TikTok, reaching more Web2 traditional gamers.
So yeah, I'm super bullish on people that are approaching it that way.
And of course, creators can help us expand faster probably than anybody else.
So super bullish
on that i want to throw back over uh to wing you have something to add here
no i've actually got a question to ask um after shibash um he was mentioning about the community
building um how you how how he was saying um it's more um sort of like an add-on benefit on top of the experiences itself.
But I wanted to ask how exactly that, okay,
so the dilemma that we're facing right now is because most
of the Web2 users in our platform are predominantly very used
to paying money to play, but in versus of Web3,
people are genuinely actually playing the game just because they're earning money so how do we actually bridge that you know sort of psychological
gap um just give you a very quick example um a lot of the real life escape room i don't know
if you guys been to but predominantly is per person about 50 per entrance about 60 uh 60
minute to 90 minutes gameplay um so we have a very a lot of web 2 traffic that is coming
literally people are very uh much willing to pay for their experiences but as work free it's
completely the opposite we actually need to pay money for them to come in and play a free experiences
how do we bridge that gap for community building
that is a fantastic question um any to add there, Sebash?
Any ideas?
So firstly, I'm not sure about what kind of the Web2 users
that you're using at the moment,
but we can connect just after this call
and we can discuss it in more.
But from my experience, if it's kind of,
to be honest, I'm not too clued up with the transition
between Web2 and Web3
because we do it from a platform kind of view,
in a few points,
and where we opened up the socials
and ways that people can actually connect to our platform.
So that's how we actually introduced Web2
to kind of the Web3 world
or educating them about the Web3 world.
We allow people to connect with emails,
any social, so it's Discord, Twitter. But in the web 3 world we allow people to connect with emails uh any social so it's discord
twitter um but in the actual real world i'm not sure how to actually bring them in maybe as you
said they have vr devices um that that are available maybe get sponsors uh on board to
kind of subsidize the the kind of way you did that maybe you you're paying out for for actual um you're paying out
value to to these guys because right now people yes they even if i play a game online i am a game
i play online but i kind of play traditional web 2 version of games right and i understand because
the the gameplay one is better two there's more people online that i could play against or i can
play with or i can or have kind of these virtual friends but in in web3 games there is no one that
you know that you're connected to unless you you're playing with a friend or a few friends
are connected with each other and are actually enjoying the game so if they're bringing that
value or that aspect then yes if it's a kind of communal knowing each other, and then they have kind of that value.
Other than that, if it's a single player mode, I'm not too sure.
Maybe because the dynamics of not understanding or knowing that person in maybe in an escape room kind of environment.
Because I know if I'm unpacking the escape room i know my friend's strengths
each one i know one might be dumb at social skills but they they have a high aq at having a puzzle
or some might be um very very like he can pick up the the quickest detail or someone can actually
look in depth and think about it and he might be quiet the whole time in the escape room but
he'll actually pull out the answer right at the end and you're like wow okay no one no one
understood it and he did or she did yeah i really i really love this question wing because it's uh
you know i think it's a it's a problem that a lot of builders in this space are are facing
as you said it's it's a very different mindset
from the user base here
versus the traditional gaming user base.
And I think something that a lot of builders now
are experimenting with is, you know,
kind of more of a PVP type of game mode
that involves, you know, players,
kind of a winner-take-all scenario or top three,
you know, kind of more leaderboard-ish scenarios, but it's pay-to-play in some sense.
So where, you know, the top skilled players are taking higher amounts of the pot and that way you know this is kind of a game um i would say a
game style that fits more the web 3 traditional user and you know we we see that through games
that have experimented with it more like on the defi side with like defi kingdoms or um uh trying
to think what other games here um wolf game uh Game, uh, the heist, uh, these are some different
games that have, you know, had these type of mechanics that are a little bit more like I'd
call like D gen type of mechanics, uh, where, you know, people are paying to play and, uh, and not
everybody is able to win. And that, uh, creates more of an even playing field where you're not
just paying players to come in and extract.
There's a way for the players to have to risk, you know, to take some risk as well.
And that type of that type of gameplay seems to work amongst the Web3, you know, specific type of player.
And then, you know, there are very much the web3 gamers that are just real you know real
gamers through and through and they would pay just to play if the game experience is is really there
um it's just unfortunate in in the space so far there hasn't been a ton of experiences that have
been at that level to get you know people comfortable reaching in their pocket just to
to enjoy the experience but i think we're also not too far too far out from
that scenario either but uh but it is it is tough in the current uh in the current space right now
to to to find that type of player so there's a lot of tinkering happening with a lot of games that
we're seeing that are trying out different modes and that's definitely one that that i see a lot
of games i think trying to lean into to have a better chance at monetizing and kind of lower the expectation that, hey, everybody plays and everybody wins something just because they play.
All right.
So I don't know if anybody has anything else to add on the topic there, but we are coming up on the hour here.
So I do want to go ahead and get ready to wrap things up. Sebastien to jump uh back in there yeah i just want to add if you if you have a look
um as you're saying like like kind of penalty penalty kind of uh games it's actually there's
an i saw the exchange um yesterday or the day before they released a tweet about euro 2024 i
think it's glim exchange or Cliff Exchange or something like that.
They're doing something with Euro 2024.
And it's similar to what you talked about.
And I think like an exchange kind of gamifying,
like they can't transact them.
It's pretty fun as well.
It's something that what you talked about is actually happening in real life.
Yeah, absolutely. something that what you talked about is actually happening in real life yeah absolutely we've been seeing it uh be experienced with around the space i think another one that comes to mind for me is like br1 infinite where it's called uh they call the
game mode like um pay pay to spawn where essentially you pay to spawn into the game and
it's a you know it's a first person shooter and then uh yeah uh i think it's based
upon kills if i'm not mistaken people take higher portions of the pot hey spicy spicy can you hear
us next wednesday oh spicy spicy's not able to hear us let's see if we can uh mute spicy real
quick all right um yeah oh wait yo i can hear you sorry my finger wasn't hitting mute yeah you're sorry
bro what was the question oh sorry no i think you were you were unmuted there for a second but uh
we were just talking uh with wing just in terms of like how to um you know get players that aren't
of the mindset of spending in web 3 like the traditional player is uh how to get them into
the mindset what are some techniques to you know to how to get them into the mindset. What are some techniques to, to, you know, to try to get them into the mindset to, to spend in game without the
expectation that they should just be paid to play in the space. So we were throwing out some
different ideas of, uh, some different things that we've been seeing other games doing. And,
and I was, uh, talking specifically about BR1, which is a play to spawn game but we even have a game like this on chain at ancient
eight um uh called pirate uh pirate clash where it's also like very pvp uh you can stake tokens
in order to earn the in-game token and use this you know use this token um to you know upgrade
your island and have more uh more attack ability have more ways to attack other players' island.
And then there's a secondary token which players can cash out.
So it is more of a pay to play.
And it's definitely not something where every player that is going to pay to jump in the game
is going to be able to extract something from the game.
And I think Web3, this mechanic needs to live in some form or another in most game ecosystems,
because the player mindset here is just so different. So, so yeah. But with that being
said, guys, we're actually going to go ahead and get ready to, to wind the space down here. I'll
give you guys all a chance to share with us anything we should be on the lookout for right
now in your guys ecosystem, anything that's going on that's hot right now that you're seeing.
Please feel free to share before jumping off and then we'll go ahead and wrap things up here.
Anybody want to jump out there? Anything to share that we should be on the lookout? Go ahead, Andrew.
Yeah, man. Keep a lookout for future partnerships that's going to be coming from us. We got some
things keyed up, especially for June and July. So we're going to be announcing some major,
major partnerships as well. Also, big congrats to param and uh orange decks they've been doing pretty well
as well i think orange decks went up like 400 in the last um seven days so yeah mad bullish for
for summer especially projects on bitcoin man don't fade that and uh also look out for us for
in events as well we're planning to be going
to eth cc in brussels um and then a few other events in uh august and so on and so forth so
definitely keep a lookout if you are hitting any events or if you are going to brussels definitely
dm us let's connect in person and uh yeah man we sit to see some of you ira
love it i appreciate you as always andrew please definitely come uh come by It would be sick to see some of you, Ira.
Love it.
I appreciate you.
As always, Andrew, please definitely come by and hang again on a future one.
By the way, guys, we will be having Leo to send you guys some DMs.
For those of you who aren't already in the Gaming on the Edge telegram, we'd love to invite you guys to come hang there so that that way you guys can get the ping when we go live weekly and come join us on a feature space so do be on the lookout for that message
coming from leo for those of you who aren't already in the telegram group uh anybody else
got any last things to share here before we close things out well i can go ahead um yeah please do
so thank you guys yeah uh for actually inviting me or ex
cohorts as well for sorting it out um yeah a big shout out to them and if anyone wants to join our
big summer heat uh promotion you're more than welcome to join last year well last year for
christmas we had about 1.2 million participants 110 projects for valentine's Day we had about 70 projects about 1.75 million
uh participants in it and this event was it's probably going to be even bigger so we have till
tomorrow or Monday to actually get lost in there um if you do need to want to go join it uh just
hit me up and then yeah I'll get you guys in there as a project.
Anyways, thank you very much guys for having me as well.
I'll jump in to say a couple of exciting things that is happening on our end.
To also wrap this space up.
So we are launching our first NFT with our first IP building on the Sandbox.
It's called the Wonderworld.
We're looking to launch pretty much on Polygon by the end of June.
We will be starting to distribute whitelist on the 1st of June,
so pretty much in the next couple of days.
We've got a lot of amazing content.
And the next game that we're launching,
which is the second game we're launching on Sandbox,
we make this into a multiplayer social fight tournament.
So we can finally start seeing Escape Room
actually getting teams, competing with teams.
We've got a leadership board.
So people, whoever that break out the Escape Room first
will be getting a lot of sweet rewards, treasure,
and especially a lot of the grants that is coming from sandbox so yeah stay
tuned thank you guys thank you for hosting this space thank you for joining us wing always a
pleasure to chat with you and and hope to see you at a future one for sure
go ahead ron you got some you got some background music too, man. Oh, do I?
I don't think so.
But anyways, yeah.
Like what I was saying is I'll be in Vietnam like next week.
So whoever is there, feel free to drop a DM.
I'm also sending you guys some DMs.
Let's catch up.
Let's see what you guys have been building.
Let's see how we can like potentially find some synergies and see how we can work together either on on space 3 side or or from ancient 8 we'll be happy
to meet up i'll be um on some side events speaking there and also at the main event most of the time
so we'll be happy to catch up for a for a one-on-one talk or maybe like meet somewhere
for a drink or something so so yeah, guys, and welcome to Vietnam.
Let's go. Looking forward to having you as always, Ron. All right, ladies and gentlemen,
well, with that being said, we're going to go ahead and close up shop here. If there's anything we missed, I implore you guys to drop a comment down in the comment box. Let us know which we
should be on the lookout for.
I'll be jumping down there after the space closes just to check up if there's anything else we got to be on the lookout for.
But with that being said, guys, have an amazing day, an amazing evening, wherever you're tuning in from. And we'll catch you guys next week.
Same place, same time, right back here for Gaming on the Edge.
Hope you guys all have a great one.
Take care, everyone. gaming on the edge hope you guys all have a great one take care everyone Thank you. This is the first time I'm going to play with the music.
I'm going to play with the music.
I'm going to play with the music.
I'm going to play with the music.
I'm going to play with the music. so Thank you. Oh Thank you. .
