WARP Node Sale Deep Dive: Infra, Rewards, Future 💫

Recorded: July 23, 2025 Duration: 1:09:08
Space Recording

Short Summary

Warp is launching innovative nodes to revolutionize gaming, partnering with Avalanche to enhance the ecosystem, and preparing for a significant token launch aimed at aligning community interests and driving growth in the Web3 gaming space.

Full Transcription

you ¡Muchas gracias! This time. Hello, everyone. I'm so excited to be here. I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here.
I'm so excited to be here. I'm so to go. so
Yo, everybody, what an exciting day.
Welcome to Warp fam.
And to send us off and to start the dances,
Matt, the CEO with the most.
Welcome and how are you doing, my friend?
Hey, I'm doing great today.
I'm doing great today.
I mean, it's actually crazy that we've, we've come so far.
We've got Megaspace and we've got so many fantastic partners in the house.
We have Avalanche in the house.
We have Shaolin in the house.
We have Ghost in the house.
We have Player One in the house with a meetable friends as well.
We have everyone up here.
We have Preds.
We have Paul, Ophid, Doug in the house, True in the house, Mystic Games in the house true in the house mystic games in
the house i see so many toshies i see so many people from this i see aero as well i'm trying
to add a speaker let's see if this happens um but yeah it's going to be a fantastic space today
and we're going to take you through exactly what our partners are bringing together with warp and
what we're doing essentially we are releasing some fantastic nodes to kick everything off and to essentially go around.
I'd like everyone to give some time to introduce themselves.
And I'd like to do this in the form of a question.
Quick shout out to all the guests, of course.
But what's the best game you've played?
And was that game something you made money playing?
It doesn't have to be Web3.
It'd be you sold Gold in Warcraft.
But yeah, let's start with the postimities.
Who do we throw it to?
I don't know.
Xiao, what's your opinion?
Who is one of the gamiest gamers in Gamertown that we have today?
Well, I want to just give a shout out to Grim, just because, man, that was a quick intro.
No, I want gonna press the press i feel like if i
can get a uh two sides of the world whether in spanish or in english like he's got the he's got
the vibes damn i'm waking up it's 9 a.m how's the coffee man man i'm waiting my wife is is she got
my back she's she's bringing the coffee in a couple of minutes uh i will say i i have to
go with counter strike i mean counter strike is a game that i'm playing right now that i've been
playing since uh the 1999 probably 2000 since it was a beta of how it was a mod of half life
and that game really i will say between counter between Counter-Strike and Quake,
they really changed my life.
And that's why I'm working, creating content on video games.
I made money with Counter-Strike playing tournaments.
I remember back in the days we were playing in the cyber coffees,
how we call it in Venezuela.
We were baiting one
v one one v one one cook and uh that was the name of the of the map one one you put some money on
the table and you make money and that's how it all started for me well that's fantastic it's it's good
to hear it's good to hear that actually many people do make money playing webgames and um also people who love games in general ghost is one of the ghost with the most
um from ai backs i would love to give you an in uh a bit of time to intro you your community
and um tell us more about your favorite game and did you make money playing it
oh hey what's up um yeah i mean i have a number of communities uh so i have a
gaming community that's been around for a number of years called ghost gamer guild uh still around
you know i mean it's it's uh it's uh i don't know if it's one of the top communities but it's
definitely been a very active and still active um you know, I'm always looking for really strong consumer use cases for crypto.
And I always thought gaming was one of the top ones.
It hasn't quite panned out.
As we had hoped so far, I think for a number of reasons, you know, the failure rate in
gaming is very high.
And I think there's problems with the token model.
But I think that, you know, as the space evolves, we're going to have better teams and less
kind of LARPing or kind of fake products.
And I think if a few winners emerge, it'll push the space forward.
I'm also really interested in the emergence of AI.
And I'm big into AI, a community on Avalanche dedicated to AI called AIVax.
And, you know, look, the market took a hit on about a month ago on all AVAX projects, but still well over a million dollar market cap.
It's a strong community.
It's now hardened into a community of people who are real AI enthusiasts and really want to see Avalanche become a leader in AI.
And there's a lot of things coming down the pike for Avalanche.
So I think it really can be a leader.
I think the tech is really good.
A lot of strong projects are coming.
You know, I've spent a lot of years playing different games like PUBG and Fortnite.
And, you know, I don't spend as much time gaming now.
You know, I have kids and I travel a lot.
But I'm definitely an enthusiast and really a big advocate of the space.
So I'm really excited to be here.
Thanks so much for that. And I'm also one of those who travels a lot and has kids.
And therefore, it's essentially watching my little daughter learn how to play JRPGs.
She's played Dragon Quest XI.
And I'm always constantly wandering around
on calls being like no you've got a heel now um because i can see her standing next to some
coffins and so that needs to happen but yeah and um thank you so much for the intro ghost it's
always good to see people who love gaming and take it with us and exactly what you mentioned about
you know web3 gaming hasn't done well and
has taken a lot of hits recently it's kind of why we started warp but you also talked about avalanche
and we have avalanche up on the space i would love to find out who's behind the green account
and uh tell us tell us a little bit about the greenness as well um because we're green you're
green everything used to be red is that going to cost you like a million dollars in conference merch that you've got made and you have to change to green?
What's going to happen? I'm excited.
GM, GM, congratulations, Warp and Matthew. It's some really exciting day in news.
It's Nicky J behind the green AVAX account.
It's green.
You're green.
We're all green.
Let's keep the green machine going, as they would say.
There's so many good games to choose from,
from sort of my history of sitting in front of the boob tube.
Smash comes to mind, original Dotaota and hearthstone as well but i'm probably gonna have to give it to hearthstone just you know being uh the the breakout digital
tcg uh hit that you know tickled my itch as a you know uh physical Magic the Gathering player spent a lot of nights in the comic shop playing Friday Night Magic.
So Hearthstone was definitely an exciting to see adaptation of those physical card games into the digital world.
Did win a little bit of money, not a ton.
They had a really huge esports scene, which I think helped, you know, propel that game to sort of its heights at its peak.
So happy to be here again.
Congrats on the news, guys.
Thank you so much for that.
And it's green is temporary.
So green question.
I was going to ask about that.
Like, are you going to do any green merch?
Because I'm imagining if you're colorblind, nothing's changed.
And for you, everyone's like, all colorblind fam in the audience, there's probably a few colorblind DJs because, you know, it affects more guys than girls.
And we're a very dick heavy space.
If I can say that, I can.
I'm the CEO.
I just said it.
Anyway. So for some people, it's like like i don't know what the big deal is they've never seen the difference between red and green
you are technically the christmas chain right now um i'm happy since it's all green and it's all up
and talking about up we have mizzy um up in the his house i would love to uh get your get your take on
everything that's going on and welcome you to the Warp family.
And yeah, take it away, Miz.
He might have been on the Elon mute thing.
So Mizzy, I'm calling you out, bro.
Am I rugging or is he rugging?
I think he's either is muted muted or something i can't hear him
all right if there's no mizzy maybe he's actually going on a full-on rant
and he he can't oh there we go we're missing your voice brother
hey what's up guys yeah good good so the question was, have we made money in gaming?
Like, what was the best games, right?
Yeah, it was like, what's your favorite game that you've ever played?
And did you make money playing it?
Yeah, I mean, I have.
I've made money in multiple games.
My favorite game, I mean, it's not really a surprise.
I used to sell arena carries for money for most of middle school.
So that's how I used to buy my mom presents and stuff.
That is adorable, dude.
Yeah, eventually I did get banned.
But yeah, I just ran up a new account anyway
and then just go back to selling arena carries.
I love that. That's so heartwarming.
You cheated at a game until you got banned to buy your mom presents.
Like you're probably one of the people who use the incognito tab just to book, to book nice
presents for your wife and girlfriend. And that's actually why you think it exists. That's, that's
very sweet, Missy. Great to have you as part of the team as well. And to be here. And thank you
for having me. And so me. It's all good.
It's all good.
Did we have an intro from Coop in his house?
My favorite game of all time is probably WoW as well.
I never earned money.
I was paying the Mizsies of the world.
The middle schoolers were carrying me.
I was paying the Mizzy's of the world. The middle schoolers were carrying me. I was buying gold.
So I'm the kind of guy you want your play to earn game, I guess.
He was the whale.
No, he was the spoil tile.
Daddy, I want gold.
Yeah, basically.
Dad, I need to buy WoW gold, please.
Man, and that's so funny because WoW Gold was something you're not meant to buy
and you could get banned and all the rest of it.
And if only Web3 had just been like,
let's just make everything we always did and enjoyed in WoW and RuneScape,
let's just make that legal and make the exact same quality of game,
everyone would have been happy with it.
But what did we do?
Oh, my God.
We, yeah. Anyway, we're here to fix it. But what did we do? Oh, my God. We, yeah.
Anyway, we're here to fix it.
It's all good.
I see we also have Maurice in his house.
Bring us, say hello from Hello Lab, Maurice.
What's up?
Hope you guys are well.
Appreciate you having me up here.
All good, man.
Yeah, from Hello Labs labs head over through over there
my favorite game of all time still grand theft photo i am at the edge of my seat with gca6
and uh there has not been a game i've made actually there was a game i made money from
it was the central land but it wasn't like you know great it wasn't the greatest of games
but i made money from it so it was a vibe and uh i made i
made that bank and i and i you know made sure my exit was at the right time but uh yeah favorite
game all the time was definitely gta and that's funny because we actually have the ex-coo of
decentraland who you was robbing um he's our chief publishing officer dustin um in his house
somewhere so that's good
that you enjoyed that
even though it wasn't a great game
we will make
all the games better again
we also have some other people
in the space
bring up the ones
who have not talked
and we will get this show
on the road
who we got left?
we've got a player?
Shao I'm think I'm mute.
Malcolm, go for it.
What's your favorite game?
Hello, guys.
Thank you so much once again for having me here.
And a huge congrats to the Warp Chain
and of course to Matt
for all the great things that you guys are doing.
Super excited for your note sale
and just excited to be here in general
thank you so much once again uh for me my favorite game uh that i made money from uh has to be and
my boss is not paying me to say this so i think god's unchained uh because that's the only that
was one of the only like web 3 games that I actually like properly invested in.
Plus back then in 2018 they sold like some booster packs and I had no idea what they were for.
But I was like hey this looks cool and I bought some.
And there was a period of time where people were like buying and trading a lot of like
Gods Unchained like cards.
So I had fun with it for a while.
I think the first few seasons were pretty enjoyable.
So yeah, that's kind of like my game of choice.
But personally, I think Pokemon cards make me the most money.
I do like to buy booster packs.
It does give me a lot of adrenaline and thrill.
And buying cards actually, like, buying cards
actually just makes me feel happy,
even though I know that it's not really really useful.
But hey, you know, like, it's actually up right now
in terms of like, probability, so no complaints from me.
Man, Pokemon cards, like, seriously, Pokemon cards.
I swear to God, watching that show on TikTok,
like, should I open it or should I keep
it sealed? Like, my daughter absolutely loves that when he sees the Diglett that looks like his
Diglett thumb. And, you know, do you do the card trick when you open it? Do you, like, swipe them
to the back? Do you film it? Do you get that sort of like, what's my rare going to be? Or you just
sit there soullessly sleeving them all one after the other of gash yeah i don't have
the patience to do the card trick but i totally like that youtuber too and like sometimes he
chooses not to open it and i get super frustrated and disappointed but i'm actually very surprised
at how much some of the stuff can be worth you know like some of these are in tens of thousands
of dollars i'm like what i used to like play around with this and like, you know, like treat it so poorly.
But it's actually such a huge asset.
And like that really surprised me.
And yeah, I like the song as well.
I'm a big fan.
That is a good one.
That is a good one.
And just so you know, if you start watching things like pack opening content,
you'll get into everything opening content.
You'll get soon into showing into rock opening content. And now my TikTok is full of Chinese guys buying and selling jade and opening
up jade and giving each other warnings that you're going to ruin your life with jade. I think that's
quite hilarious. And it's got the same sort of vibes as well. All good. So we also have Gordon
in the house. And would you like to come up and do a little bit of speaking, Gordon?
Our lovely chief product officer.
Of course.
Can you hear me, guys?
Sometimes I have problems.
Loud and clear.
Yeah, that's nice.
Yeah, a pleasure being in this space as well.
For those who don't know me, I joined WAP recently.
And yeah, I begged literally to tech behind Nitro Dome.
Super excited what's coming up in the next days,
in particular what's being baked actually.
And yeah, you talked about gaming.
I just want to jump in and also I played here's Dota.
I don't know if you still remember that game.
I was so deep in that.
And yeah, and also like uh Pokemon cards it's also
like sometimes I feel like a little boy and my wife is laughing at me if I like sort my cards
um but I think you know we we will never get old and I'm in the mid 40s so I still enjoy these things
and um yeah like we should try to always stay young and do what we love to do and not listening to others.
Although, yeah, I'm excited for the journey and it's nice to talk to all of you guys.
It's fantastic to have you up here as well.
And I'm sure if there are technical questions and questions in general about nodes and all of that kind of stuff, which we'll get into in a little bit, that will be on you, brother.
kind of stuff which we'll get into in a little bit that will be um that'll be on you brother
um but in general i actually hide the way that i try to stay not a boomer by claiming all of
these things are for my daughter so i play pokemon go and catch pokemon ostensibly for her although i
don't think she can take a 4000 cp pokemon through a six star gigantamax or ten star gigantamax raid um as you can do the tapping
so that's great um and yeah hiding behind your kids and living vicariously through them with
gaming and cards and all the rest is exactly what we want to do and exactly why we're here in warp
to bring you know good stuff from good people the chance to get over the line and to do it in style. So I'm just going to kick off on the next stage of this and sort of get
into what exactly is a node and why we're doing what we're doing with nodes.
Xiao, you can break out the node combo and bring up all the beeps you like.
What's a node, Xiao?
Nodes in our ecosystem are something a little bit different,
but what I love about it is,
you know, they do the traditional thing with the validation,
but they're also an access point to our ecosystem.
I see what we also have Paul as well.
Do we want to have him introduce himself?
What kind of question is that?
Yes, I think so.
Let's get him up.
He's up here. From Tech Talks is that? Yes, I think so. Let's get him up. Let's get him up.
From Tech Talks, right?
What's up, Paul?
Give us a quick intro
with your favorite game.
Paul West, are you muted?
Are you muted, buddy?
I don't see him talking.
Okay, well, we'll get back to him
if that's the case. No problem him if that's the case no problem
if that's the case no problem
yeah either way
yeah Shao you can start with the intros
and then if we have
do we have a straight arrow in the audience
that we can bring up
yeah I'm working on that right now
let's get arrow up here
and he can kind of kick that off as well
appreciate you Matt
let's see arrow up here and he can kind of kick that off as well appreciate you matt um let's see and push i'm good
while he does that
i just got a new headset and so it was a little wonky trying to pick the right one
um yeah i'm the uh i just joined up more recently from nitro dome cto i'm gonna date myself here
um my favorite games were the text-based adventures way back in the day i went from playing
the first video games with text base and it was like wow and i was hooked and then the software developer right
there and i was back in the late 70s so very very choppy sorry paul but uh yeah you were like i was
so intrigued what was he saying and then just kind of second can you okay and you are you are pretty choppy so i don't know if it's the internet or if it's
the microphone but maybe come back to that and we'll bring up aero in the meantime we have a lot
of people who want to speak we have a lot of people going to get through today i see some
fantastic legends in the audience count Count out to all of those.
We love you.
Don't fud us.
We are trying to bring you up.
It's just a very busy space.
Arrow's here.
Let's go, Arrow.
Hey, everyone.
I'm Arrow or Simon.
I'm COO of Warp.
And, yeah, I've been doing a lot of the kind of back-end design and engineering of the node sales, tokenomics,
and that kind of element of it.
So, yeah, very happy to see some amazing faces here,
lots of familiar faces.
My favorite game, I think Ocarina of Time just keeps coming at me.
I don't think I've ever had an experience like that game
since I played it, and I think I'm still waiting for it.
But, yeah, I think TimeSplitters 2 as well was
is definitely up there. Oh my god, that is legendary. I love TimeSplitters 2. Man, that game,
we need a web three TimeSplitters 2. We desperately do. It was just so enjoyable.
It was just so enjoyable. Unless Paul's worked out sound, maybe Simon, you could take us through a little bit why we have, you know, the nodes we have and what's different about us and why we're doing this whole crazy thing.
Sure. Yeah. So kind of fundamental to how Warp works is that obviously we have a full stack of services and tools that are designed to make web 3 gaming easy so whether you're a web
3 game looking for ai or blockchain integrations or whether you're a web 2 game looking for those
things we can make that as easy as possible for you so that you can focus on building great games
and um so anyone who's published by warp will get those things uh free of charge um and and
we'll have a revenue share with those published games.
Any game that isn't published with us can come to us and we can provide those services and tools
for a fee. Now the traditional publisher model essentially is looking for games with great
promise, investing in them, advising them, supporting them, and then publishing them with some form of revenue share
and distributing those games, finding users, etc.
And for Warp, it's pretty much the same.
The only difference is that at the point of revenue generation and profits,
we're going to be distributing a pretty hefty percentage.
At the moment, it's up to 20%, but I think we'd like to angle for more one day.
But the idea is that we can distribute revenue to our validators.
So our validators are providing a service for us in validating the network,
and we'll be using that network to run our tools and support games.
And the revenue that we generate through publishing
is something that will be circulating through our nodes.
So with our tokenomics, we we have 21 of our total supply
designated for our node holders we also have the revenue share but then we also have a full suite
of utility which comes from operating our ecosystem so that includes market data whether
that be gaming or web3 market data that includes alpha in the sense that we're going to be launching a
lot of games and they're going to require early, mid and late stage investment, which
our node holders will be able to participate in. Also, we're going to be bringing together a lot
of game data and player data with the ecosystem we have. So depending on which node you have,
you'll be able to unlock that kind of
data to make that usable for your ecosystem or for your decision making when you're when you're out
there playing the web3 game uh and the investment game um so yeah a whole series of licenses that
go with it the data the alpha as well as the validator license and the revenue share that
comes from us creating a very successful game publisher.
Yeah, and essentially that is provided also by AI. So we're very big into the AI. We've,
courtesy of Avalanche, received the InfraBiddle grant and we are working on like not only the AI
NPC systems that we've got that actually retrieve data from the games
and provide that then to the nodes and also to the, to LiveOps. So we're building out an AI
LiveOps platform for games so that unlike the 10 years or so I've been stuck behind
multi-million dollar games, just working on the same game, the same game every day until the code
goes mad and the artist is going to quit. We are literally looking to get the AI to run them based on
data, or at least to be your concierge and your Star Trek style computer to ask those
questions as opposed to having to fly a business performance manager from Playtica halfway across
the world for 250,000 a year. So we're doing a hell of a lot on this
to build out something that is useful
for both Web 2 games and Web 3 games,
is useful for games as they build to success
and as they are successful.
And of course, the main thing that we know
is that not many games have actually made it.
Not many games have actually made
the traditional numbers we're used to seeing in space,
like 250K a day, up to a million a day and more.
So as soon as we see games that start to actually hit that,
and that's why we are looking very hard
through many, many games and many, many teams,
treating it like an investment
and also treating them like an incubation
and bringing them along for the ride
to make sure that we can actually hit those numbers.
People who actually like to play the games,
want to play the games,
and you don't get to launch your token
until people actually want to buy your token.
As part of this,
we kind of barbell between proper degen games
and proper games that are very much pro Web3 by Web3 teams
that have plout in the space
and that know what they're doing,
and all the way to the other side onto traditional kind of more, the Web3 is our structure,
the Web3 is our tech side of the games. What we don't necessarily do is go for the middle,
which is we are not fully Web2, we're not fully Web3, we're some sort of hodgepodge that basically
launches an NFT, has a token, and dies. So we're trying to avoid that kind of middle section and then just go for, you know, improving
very big, very well-funded Web2 and then having a real sort of push on the DGEN indie side as well.
So that's kind of how we position ourselves. But yeah, we're coming up to, I can't believe it. It's
already almost halfway through. Xiao, what are your thoughts so far?
We've just introduced everyone a little bit about ourselves.
What should we get into next?
Oh my God, Xiao today.
What is wrong with you today, man?
Well, I guess he's getting excited.
That's probably why. Grim, Grim, you help me out. Help a brother out. Oh, I guess he's getting excited. That's probably why.
Grim, you help me out.
Help a brother out.
Oh, I'm always here, my friend.
And I think that we talked about Node,
and it's like everybody wants to know
what do I achieve or get with the Nodes?
It's not only the fact that we are providing a solution
for the top-tier agencies
and companies that are willing to buy, to build, sorry, games.
But also for the people that are gamers,
that want to get into the ecosystem,
they want to have a part that they never were able to before.
And the most important thing that I want to share about that
is a gamer wants to be participating into their favorite games.
In Web 2, when a game, you know, gets to a point where the publisher or the company that's behind it doesn't want to support it anymore, it starts trickling down, right?
And you never have access to that game, you know, assets or things like that.
But, you know, with Warp, you are directly involved in every little bit of the project as the people that are builders behind it.
100%. I see a hand up from Arrow.
I see a hand up from Arrow.
Let's hear what you got to say then, and then we'll reset the room.
Let's hear what you've got to say then, and then we'll reset the room.
Yeah, I'm just thinking there's probably people in the audience
who are wondering that age-old question of why do you need a token,
this kind of thing?
Why do you need to distribute revenue?
And I think that's a really good kind of segue from what you were saying, Matt,
on how we approach games and gaming in general.
And I think Ghost implied it earlier as well.
Tokens haven't always worked in games.
And the priority for games should be quality and users, ultimately.
And I think the thing I like most about our business model
is how we use Warp Token.
The idea for Warp Token isn't to necessarily go into games.
The idea is for it to be an investment vehicle
between our validators, our community, and games.
So by having Warp as a type of investment vehicle,
it enables...
So Warp is the token,
and the utility of the token is revenue.
So whether it's a Web 3 or a Web 2 game,
the ultimate goal has to be for that game to find success in generating big revenue. So whether it's a Web 3 or a Web 2 game, the ultimate goal has to be for that game
to find success in generating big revenue. So if a game comes to us, we don't necessarily need to
brute force a token into their game in order for them to raise for that game. The idea is we can
use warp as a kind of insulator to raise money for games whilst using the revenue as the utility for the token so we
bring revenue into the ecosystem we use the token as the investment vehicle so that games whether
they're indie web 2 studios or whether they're web 3 games they can focus on tokenization that
really makes sense rather than trying to force tokens into their game which might not make sense
so i think that gives games and the whole web3 gaming
picture a lot more room to breathe and a lot more room to create real quality games that are designed
purely to to to be high quality and to obtain and retain users that's that's what excites me about it
it excites me too because i mean you know i a game, I built a game and it sucks.
It could have been better.
It could have been much, much better.
And it's through my ignorance at the time of how complicated Web3 was and how Web3 is
so many different classes of people coming together and forming communities and forming
vowels, however you want to say it.
And also the
knowledge of what is actually exciting. Basically, you need people to make money. You need people to
make money to like you and this sort of thing. And you need to play this web through dance.
You need to be constantly coming with something bigger and better than the rest. And then what
gets left behind is the actual building of the game. And if you make the mistake of actually
building the game, then your game isn't up to quality to actually making Web 2. You can't play that
Web 3 game. You can't play that Web 3 game of just giving me money to see this happen.
You have to hype that. You have to have the right people. You have to have everyone involved.
This is why we're building out on both sides. We're building out, obviously, our Web 2.0
and our Web 2.0 UA we're talking we're in partnership
with people like uptick as well who've done all of the top games um blizzard among their their
highest um and we're also building our own web 3 legendary marketing agency with mizzy and nix and
some of the others and that are up here today so i just just hand it over to Shil. Oh, Shil's requesting. Yeah, I'm trying to get him.
All right.
Reset the room, Grim,
and you go and get Shil on it.
So welcome all that are tuning in
to the Warp Node Sale Deep Dive.
Please like, follow, retweet,
follow everybody on stage,
follow our accounts,
keep your attention and high beam focused
because there's going to be a lot of alpha
that you want to find out.
But that said, let's see if we get Shau back.
I also wanted to ask our amazing panelists
because we are taking a different approach
in the Web3 market.
And it's sort of disruptive,
a bit in contradiction to what has been done in the web3 market and it's sort of this disruptive a bit you know in contradiction to what
has been done in the past a revenue share model that like allows people to earn instead of like
milking the community dry i i want to you know i want to take it uh from each of you what uh
why do you feel like having the possibility to tune in from all the games
that are going to be developed? And I, like, correct me if I'm wrong, Matt, we got over a
hundred in the pipeline. And we've actually got like, I mean, the pipeline itself, the ones that
are kind of in stage of approach is now well over 200 in terms of the ones that we've actually sort
of reached out to and had some initial contact with. But yeah of the ones that we've actually sort of reached out to and had
some initial contact with. But yeah, the ones that we've actually signed with, we're up to about
11 with multiple games, 11 studios signed. And I think there's about 20 to 40 in the stages of
signing at the moment. And as yet, we're not revealing any of this because look, we're signing
games that need help,
that need work, that need a lot of this kind of cool stuff.
That's what you do with a publisher.
You run the numbers and see if things are good.
In Web3, the numbers are never good, but the team might be and the game might have potential.
So this is why we're here to build that out.
And RevenueShare basically aligns everything we do with that game success.
Like if you start charging massive retainers success. Like if you start charging massive
retainers to games, if you start charging them every little bit of money they make all the time
before they've actually released the game, you're never going to get there. I mean, it's expensive
to build in Web3 and Web2 at the same time. It is incredibly expensive.
So are you with us? I just want to check with Charles because he's been struggling.
Oh my God, I am so flabbergasted by Elon today. Every time I unmute, I go want to check with Charles because he's been struggling. Oh, my God. I am so flabbergasted by Elon today.
Every time I unmute, I go straight to listeners.
I'm going straight to listeners.
That's hilarious.
And then you guys are – I don't know what to do.
No, I think you guys are doing a great job.
Sorry about that.
Obviously, we've got a couple of great people on the speaker panel.
I would definitely love to hear about what they think we're building because you know to your point um grim and obviously matt like what i love about what
orb is coming in from someone who's been in you know web3 gaming for over the past two years
and being part of the team now it's one of the things that i love is it's inclusive it's
collaborative and includes everyone right this is not just like just for the investors, not just for the gamers. This is for the guilds, partners, tech, everything that we can possibly done in terms of behind the
scenes, in terms of partnerships. We're really being super thoughtful, inclusive, and being
accretive, which means basically we're trying to add value across every different vertical
within this space, which I believe is phenomenal because we're really here
to support the entire space in a way that I believe is like out of my mind because everyone
that we've reached out to has been very supportive. And I want to, again, pass this back to, you know,
some of the people here, whether it's, you know, Prez as a creator, whether that's, you know,
Malcolm at Immutable, like all these different wonderful people who have been taking us to the next level
by being inclusive and by working with us
and not looking as competitors, but as collaborators.
And also, before we roll over to Brett,
I'd just like to bring up Will from AvaCloud.
I mean, AvaCloud and Avalanche
is kind of making all of this shiznit happen.
So Will, I'd love for you to introduce yourself.
Hopefully you are ready to introduce yourself hopefully you are
um ready to unmute i'm giving you a bit of lead in time but yeah go for it matt hey matt uh yeah
will so i work on the avacloud team i support the product and engineering over on that side so
super excited to be here um and you know supporting this initiative.
This idea of the node sale and all this stuff
is really exciting for us as it's something very unique
to Avalanche and what projects who are launching
on L1s can do from a way to engage their community,
bootstrap the project, all of these sort of exciting things.
Awesome. Thanks for that.
And I see Brett's with his arm falling off.
Take it away, Brett.
Yeah, yeah, yeah.
Well, one thing that I want to make clear here
is that everyone knows that Warp means that we are real players.
And that's a thing that is really important
because it's being built by core gamers,
hardcore gamers, actually.
And that's one thing that it's really exciting for me
because as a community builder, leader,
whatever you want to call it,
and as a content creator, it's nice.
It's really nice to give any node owner an opportunity to own a piece of every game that is partnering with Warp.
That is something that for me is really exciting.
And it makes this node that we're building here different than everything else that I've seen. So that's one thing that is really exciting as a community leader,
that we can give opportunity to gamers to own a piece of a game,
even if they're not playing that game, because that's one thing.
Sometimes you're feeling worth three that you're missing opportunities
of making any income or trying different games
just because you're loving one game at a particular time.
If you're loving a game, a particular time if you're loving a
game why do you want to do you need to stop playing that game to make money with a different
game or to have another opportunity so you can still play your favorite game you can still give
it a lot of love and if you own a node you can still make money in any other game that is
partnering with warp and i want to make that part clear
because I feel like that is the most important and more exciting thing for me as a gamer.
Fantastic. SEC, we have a straight dugout hype in the space. Love to get a little bit of hype.
Then we'll go over to Maurice. I saw your sad eyes earlier, Doug.
Waking up to your guys, your voices,
is like waking up to a puppy looking at your face.
You know what I mean?
It's just all sunshine and moonbeams and love and hugs and everything.
And I look at the audience down there, Luke and Coop and Matt and Mikkel and Gas,
and I know they want spiciness and drama and everything,
but I'm not going to give it to them. I'm just going to give you guys some hugs and kisses and some cake, and because you
guys gave me a cool t-shirt once, and that's all I really need, man. You know what I mean? Like,
we're here to game, and having a coin and, you know, nodes and all this stuff is fantastic,
right? We still haven't really figured
out how to make a gaming token blow up but we maybe we will maybe we maybe we will do it guys
like matt like you could maybe you're the guy to do it it's possible and that would be fantastic
that's what we're aiming for like i mean at the end of the day the money we raise from the notes
that was going to go into supporting the first games day, the money we raise from the notes that was going to go into supporting the first games we published.
The money we raise from the notes that is going to push towards us building our network.
And that's kind of where we're going.
We know that there's a lot of games that need a lot of help.
And we want to make sure that we're in a position to help as many as possible.
So that's all there.
There we go.
You guys can hear me, right?
Yeah, now we can.
It took a minute.
My Twitter's been moving a bit wild today.
So, yeah, I wanted to speak on
the consistency thing, right?
I've known Matt for a while now
and the whole Warp team for,
I would say, coming on to just over a year.
Because I knew about them
from when we were still deep, bare in the market
and consistency was key.
They were on every Twitter space.
They were hosting Twitter spaces.
They kept consistent.
And now they have this node sale that's literally here.
And it's crazy.
It's sometimes crazy to see, even though you know who the winners are going to be in the space because you can see consistency.
But it's crazy to see because it's nice to see that these guys are winning.
They've been so consistent in this space.
It's unfreaking believable. these guys are winning they've been so consistent in this space it's un-freaking-believable
so to see where you guys are here today it's uh honestly it's an honor to be part of with you guys
um in the incubator hello labs and this is one of the things that personally i look for
when wanting to make a partnership sometimes yeah you know there's crazy tech and there's a really
cool founder and it's like yeah these guys are you know they don't leave their house they don't touch grass they're developing some cool crap and it's like yeah okay
cool that's great you know it's good things to look into but but aside all that a lot of guys
are cracked devs right remember some of these guys are coming into the space for the first time
they're just really good developing stuff and i have any you know they don't have any roots in
the space yet and these guys are already above.
They have a cracked team.
Jesus Christ.
The team is probably one of the best I've seen on paper.
And what they've been pushing out,
what they've been developing and working on
for quite some time is unbelievable.
Plus, yes, I'm probably a little biased i'm a gamer so i am all for that
and what they're what they're building and i genuinely do believe that uh with what they've
got in the chamber with the no-tail uh with the techno that they're building behind with the team
that they have the way they're going to be supporting gamers is uh it's going to be something
that we haven't seen in the crypto and web3 space it's going to be something that we haven't seen in the crypto and web free space.
It's going to be something that we haven't seen in the gaming space for, I would say, since forever.
So I'm super bullish and I'm really excited.
And yeah, I just want to give you guys the flowers and congratulate you as a whole team because, yeah, man, you guys are absolutely flipping killing it, man.
Thanks so much for that. And I malcolm with his hand up as well hey guys uh yeah and thanks so much maurice for that very bullish take i i totally agree
with you and i think what one of the reasons why uh i'm also very excited about wap is because
it's actually solving a lot of the problems that we do
see at immutable as well uh you know like 70 percent of the when they launch um and i think
the reason why they can't launch is because they don't have enough support uh and in and in handful
users who actually want to explore their products um and i think what the model that what has created is actually created
specifically to address many of these concerns and problems and i think because of and and things
need to change right we can't just um you know stick to the same old model of like how we're
relying on like vcs or like chains or whatever just to kind of like push the game up uh there needs to be even more support when
it comes to launching a successful game uh so i mean i think matt and his team you know with
300 years of experience like building games maybe more um recognizes that you know now we've actually
uh moving towards an age where it takes a lot of web 2 experience, even more web 2 experience to launch a successful game.
And I think we are at Immutable,
I mean, at least from my perspective,
I feel like this is going to be a very, very good kind
of change in the industry, super supportive,
and hope to be working together with WAP in some way
to kind of support the games even more.
Thank you so much for that. I think it's really important that we basically, what we get when we
work with other chains is we get not only their support and the games that they're supporting and
their communities behind those games, but we get the ability to make connections between different games
and similar genres.
I'm not saying that the dream of interoperability is immediately back on the table,
but people are really building out in Web 2 the idea that we are going to become decentralized.
And there are games with potential on every chain.
There are fantastic games just
waiting there for someone to pick them up and give them some help whether it's um whether they need
their battle pass designing whether they need their core loop tweaking a bit whether they need
a few extra bits and bobs here and there to make actually the the right choices in where the
demographics are whether they need help in to dig their token out of the
hellhole that they've got themselves in, they've actually got a fundamentally good game. We're here
for them. And we're here to provide them with all the services, the AI and all of the tech and all
of that. And to use that data to build those games better and stronger. And to use the
decentralization to actually put the users into games that they want to be in
and that they want to stay in. And with our chain, one of the important things is to make sure that,
you know, even the games that don't make it, because most games won't make it, 90% of even
the best games don't make it. I mean, I've worked in studios which have been struggling to release
games for years, and then they actually acquire new games or new studios, and then they make it.
It's very hard to internally make a successful game, even if your first one is an absolute
lightning in a bottle. It took King many years, and they still never quite cracked something better
than Candy Crush, even though they were disrupted from the outside. So the future is always going
to be bright for gaming. The future is going to be bright for AI-powered and enabled games. There's going to be a space for everything, whether it's going to be
fully AI generated games or whether it's going to be a blend, it's slowly transitioning.
There are still going to be things that we want to create a shared experiences between many people
that have meaning and that have value shared between an audience. I mean, everyone can create their own AI,
super hot images and things that they want to look at or whatever they need,
but they can create their own game soon enough.
But at some point, we need to recognize
the community and culture
and essentially people to follow as well,
like creators as well.
So that's why we're building our creator network
and everything in tandem with this.
On that note, Matt,
I know that you were looking forward
to this final segment of our spaces.
I was, I was.
Yeah, no, do it, do it.
So what we want to talk about
is how the future of Node
is going to shape the way
that gaming as a whole
will be expressed and built.
And I think the first thing that we want to talk about
is how Web3 Gaming Nodes could disrupt publishers like Epic Games,
like Riot, Steam, and all the big ones that are currently,
you know, using antiquated models.
Matt, give us your alpha.
It's always a curse when you say we're going to disrupt Steam.
As soon as someone says we're going to disrupt Steam,
that is scary language.
We're not looking to disrupt Steam as the entity of Steam.
We're looking to publish games on Steam.
But we are looking to disrupt the model of the standard web 2 publisher,
which is none of the games know each other.
None of the games can actually share users. They meet up maybe once a year at a conference,
and there's nothing done between them. There's very limited cross promo. And in fact, in many
cases, they're actually directly in competition with each other. That's not what we want to build
at Warp. We want to build a new model where the nodes, where the games actually earn from what
they get. And it's not just about having another sort of game discovery platform.
Everyone has those.
Publishers don't care about your game discovery platforms.
We just care about your game.
And we care about getting your game in front of people.
We're happy with all of the platforms.
What we do with our nodes that's very, very different is
instead of taking just some game and having a node for one game and betting everything
on that one game we're taking the nodes and betting on hundreds of games hundreds of different
founders hundreds of different communities and combining them and drawing the mutual strength
out of that and then the earnings back off all of those games together there's a very limited supply
of these nodes um and that's intentional we we want to keep things to make sure that they're actually high value. We want our validation of our network
to be core in our revenue model. And this is essentially, we buy back our own token and we
push that to nodes. That creates a flywheel where games themselves can develop and we can do things
like loaning extra nodes. And we won't have to give out grants and we won't have to have games on our own chain.
We don't want that.
We want to work with chains.
We want to work with Avalanche.
We want to work with Immutable, with CoreDAO, with Flashy, with all of the other ones that
we're in talks with and chatting to, to make sure that their games succeed, their networks
succeed, and Web3 Gaming in general succeeds.
It's the most important part that Web3 gaming in general succeeds it's the most important part that web3 gaming in general
succeeds xiao has been dying to ask a question to our panelists so i'm gonna i'm gonna i'm gonna
give him the mic let's see if he is like everything is working on your end xiao yeah right no i i i
made that happen by relocating myself you know i would definitely want to know a little bit more
about what you guys think too because as we're kind of reappropriating, you know,
the investment model that usually goes into gaming,
you know, with these nodes,
and obviously this is the important fact
that we're really addressing.
I would love to hear, you know, again,
back from someone like Ghost,
if you got, you know, some thoughts on this,
talking to Will, because I think what's super interesting
is how our nodes is really able to kind of elevate the expectations of how we can participate and change the way things are working today.
Wait, so if you don't mind.
What was the question?
I'll let you go first.
Yeah, so, you know, we're working on nodes and how we're kind of, you know, elevating the way things are being done. How are you seeing, you know, the ability to kind of, whether you're gaming, whether you're AI,
whether you're part of this larger landscape of the gaming ecosystem, you know, the fact that we
actually get to give access, we give accessibility to what, you know, what gaming can be, not just
from, you know, a participant, but actually someone who's invested into you know what's being built and just as context i mean we're partnering with aivax and the community is
actually receiving notes as well from us yeah i mean um speaking about that to community i mean
it's all about to answer your question i think it's all about alignment um you know i think
alignment um you know i think kind of big picture we need more of what you guys are doing we need
kind of i always thought um change should maybe act as publishers um rather than just kind of
giving grants and letting games do whatever i mean i think there needs to be a more kind of cohesive
um interconnection between um the kind of support that games get i think games are kind of cohesive interconnection between the kind of support that games get.
I think games are kind of all on their own and kind of very fragmented.
And I think there's a reason that gaming hasn't taken off is because I think that part of it is sort of the whole setup
where you have kind of these very independent teams that maybe get some funding and then they're kind of on their own trying to figure things out.
I think we need more of kind of what you guys are doing.
You're building on Avalanche and you can I don't know the details.
I'm assuming each game could have their own L1 because that's kind of what Avalanche is set up for.
But you're providing kind of a whole I think it sounds like it's kind of what Avalanche is set up for. But you're providing kind of a whole,
I think it sounds like it's kind of a publisher model
where everything's going to be sort of incubated
and promoted and brought to market
and everything by your team and what you're doing.
And then the nodes, it sounds like,
are going to accrue value
and the token's going to accrue value in terms of revenue
and in terms of, you know, all of the sort of the economies
that are being built within these games.
So it sounds like, if I understood the question,
like what is the value of holding a node or is it a good thing
or why would someone hold it, or why should it be? I mean, it sounds like it's all about
kind of community alignment. You know, community, by holding a node, you have a share. Obviously,
you don't have a share of ownership, but you have a share of the kind of the economic,
the economies of the games, perhaps the revenue. but, you know, if there's buybacks
or I don't know how you guys are structuring it,
but fundamentally you, by holding a node,
you're a vested, you have a vested interest
in growing the economy of the whole ecosystem.
And, yeah, and so, you know, I'd like to hear,
I have to go in five minutes, by the way, but I'd like to hear more about how the AI connects to it, because I know my community is very much into AI and gaming. So this is the intersection. And it sounds like a very powerful opportunity, because you're kind of helping to incubate a lot of projects. Like you said, you have 11 coming to market, but you have a number that you're kind of helping to incubate a lot of projects.
Like you said, you have 11 coming to market,
but you have a number that you're talking to.
You kind of bringing it all on Avalanche with the tech, with the L1s.
What I'm hearing is that this may be,
I mean, I'll see how it plays out.
I'm a constructively critical person.
I'm not a hopium person.
I'm a person who's optimistic,
but I'm also a person who wants things to make sense.
But this makes a lot of sense to me
because just because a lot of projects are failing
doesn't mean that they all have to fail.
It actually means that there's an opportunity in the market
to do something different.
And I think that's maybe where you guys come in.
And I see that's the that's maybe where you guys come in and i see that's that might
that's the vision of what i see happening and you've hit the nail on the head when it when
it comes down to what we're trying to do with the nodes and in general like all the games they can
have their own l1s they can be on avalanche they could be on immutable they can be anywhere they're
like the whole point is that the nodes themselves, they have the power of alpha.
So we're working with potentially other communities that are also providing services, but
they all are AI powered in the sense that they all have an agent that you can talk to
about what goes on in the network, about what's coming up. And that goes all the way up to the
enterprise node, which is the biggest node that we offer that has everything from the publishing data all the way down to player level interactions
and predictions and how things are going to go.
So we want to provide something that is true value, where if you're looking to invest in
games, if you want to make a decision, you don't have to rely on the old Web3 VC metrics
of is their Discord popping?
Have they got a bajillion followers on X?
Because we know those things are pumped.
We know people bot, we know people pump.
We actually have, with publishing contracts, we have real data, just like Voodoo does when
it publishes millions of hyper-carriage games, just like Quali does when they publish regular
Web2 games, just like any third-party publisher.
And that model is incredibly lucrative
when it's done right. What's special about this is having those nodes with the AI to actually see
what's working and predict what's working and to inform not only the communities, but to inform
the developers of the game what is working, what isn't working in their game, and what people
actually want. And that comes through a combination of the AI NPCs in the games, it comes through a combination
of the AI live services, and it comes in with the partnerships that we're making for more
sources of data and for different also AI agents on our chain that will be accessible.
So essentially, what we're looking at with our nodes is it's the ability to not only have a slice of a huge ecosystem across multiple chains and not be bound to one community, to one thing.
It's friendly to everyone.
It's open to everyone.
It's incentives aligned to everyone.
All of the tech, all of those things are available to any game we publish for free.
So you can pick up your own NFT decks.
You can have a working marketplace.
You can have a wallet.
You don't have to go to hundreds of different things to do this.
And all of that value that is captured and not bled out of that project,
all of that value goes back into making the best game they can possibly make
for their communities.
And us bringing together multiple communities under the banner of Warped,
of course, there's going to be a way to sign in on Wallet.
And one of the things we're going to be doing right now after this show is actually opening up our Discord for the first time to let people in and to sort of have early
access and find out more about what's coming up in the ecosystem. Because we're not just doing
nodes. Once we've done this, there is so much more. There's launch pads coming, there's DEXs
coming, there's all sorts of crazy stuff coming. We're basically making the one-stop shop, every single thing,
every single tool, everything a game could need, their pro bono, so that all of the value goes
into getting the game right, because that is so bloody hard. And that's why we've recruited some
of the most experienced people, even from a monetization designer who's off the grid
and all of this kind of thing, to make sure that games get return on token spend.
ROTS, you'll probably hear this a lot everywhere soon, return on token spend.
If you're spending token to give out as rewards to people, that needs to come back in.
That needs to come back in, and it needs to come back in in masses.
We need games making millions a day, and when they do, the chains are going to be back in and it needs to come back in in masses we need games making millions a day and
when they do the chains are going to be back the chains are going to be happy those tokens are going
to go up it's going to improve and lift up every boat you know um games have the ability to power
the entire web 2 market and web 3 market the entire i think the market cap of all Web3 games together is only about 20 billion. That's roughly EA or something like that.
I completely agree, Matt.
I think Simon wants to kind of chime in as well.
Yeah, do it.
Yeah, I think Malcolm from Immutable kind of summarized it really well,
is that ultimately Warp is here to solve problems.
There are problems in the way that tokens have been launched in the
sense that they're not always needed or they're not always released when the requirement for them
in a game is proven. And so we're trying to solve problems. We're trying to give an opportunity for
abstracting the investment incentives so that investors can be aligned with warp and gamers
can be aligned with a great game and games don't need to be kind of corrupted by the investment
incentives we're trying to help studios launch tokens in a smarter way by using our tokenomics
sandbox test stress testing the token with all of the game mechanics around it and understanding the elasticities of how
things change and what impact they have on the game and the token itself and what impact the
market might have on a game and also just in the technical development of games. I'm not sure who
it was who mentioned it. Every game out there in Web3 is going to require help in some shape or
form. That's why publishers exist and we're there to
help them along the way. Whether it's that kind of web 3 attention game, we're happy to help there.
Whether it's user acquisition once their game is launched, we're here to help that. All of these
things, whether it's publishing and giving these tools and this consultancy for free, or whether
it's a third party that's paying us for these tools and
consultancy. All these things generate revenue. And what makes us really different to the
traditional publisher model is that the revenue that we'll be generating from all those things
is revenue that we're going to be sharing with our community via the warp token through our node
validators. So we service games, we solve problems, we elevate the Web3 industry as a whole in the
process, we help chains, we help games, we help the investors from the smallest all the way up to the
biggest to have a better investment thesis because we've got a model that really works
and really aims to solve some of the problems we've had rather than kind of rehashing them
and making the same mistake again and again and again. Yeah, 100% on that. We also have a straight true. Let's hear it for true.
Hi everyone, I'm glad to be here. I just really wanted to jump in and kind of highlight the fact that this is not your
average webtree project like i've been involved on the behind the scenes for a while and i've
personally never seen this type of expertise when it comes to the gaming sector in webtree and it's
honestly like i know this sounds cliche but it's really heartwarming to see someone
actually give a fuck about the quality of the games and not how to turn this into an airdrop
farming incentive campaign for you know a few people to make 100 bucks and then dump on everyone else and leave and that is
to me just amazing these guys are here having calls with other developers from games that you
play or played for hours as a day or as a kid every day and these guys not only know them but they could be having a call with
them even today so it's just to me insane that you guys are not even more hyped as listeners
even before this phase because it is just wild you can just search matt from linkedin did you
know that how many founders can you you know just just go to LinkedIn and check what they've been doing?
Just come on. So at this point, I know we're at the hour mark, but if you haven't reposted the space or quote posted the space, just please do it.
We have 16 reposts. We have 300 people in this space.
16 reposts we have 300 people in this space if you want to support what warp is doing here just
at least repost a room make sure you follow everyone in the speaker panel and let's bring
some real games to web3
matt i think it's about time for you to take this away yeah thank you so much and thank you so much everyone for
putting up um x if you can if you can hear me i am glad if you can't if you didn't have the time
to come up we respect everyone's time avalanche has green things to go and um paint red again
and red things to paint green again um we are there with our nodes our discord is open it's
going to be popping there's going to
be some news some exciting things coming and uh i'm just going to say watch this goddamn space i
will see you at gamescom and let's make this gaming work again let's make games great again
let's bring back fun let's bring back winning let's stop making our communities the butt of all of our mistakes let's bring back success
and um that's that's what we're here for we're here to help you guys win and that's why we've
designed everything to help the pros and everyone come up together and we're massively thankful for
all of the people who've attended the space follow all of the speakers follow us we've got three
accounts we're growing
foundation catalyst for our tech and a chain that I'm speaking from today. And just wanted to say
it's, it's been an absolutely mega space. Shao, your hands up. I can even see Node Rocks in the,
in the audience. One of them. Yeah. No, I just wanted to give a quick shout out to,
for all the people who are really interested in what we're building. Obviously we talked a lot
about the infrastructure, but the reality is we wouldn't be here without you guys.
So make sure if you are interested in part of this node sale to reach out to us in the DMs.
We will make sure to talk to you about it, answer any questions, really delve into it, and really show you guys the value of what we're building in terms of the bigger picture, our partners, all the wonderful things.
what we're building in terms of the bigger picture,
our partners, all the wonderful things.
So yeah, make sure to reach out to us,
especially if you're creators,
if you guys are builders,
and we'll make sure to create that bridge
along the way, my friend.
Fantastic.
Absolutely fantastic.
We're going to say bye,
but we did have some amazing peeps up in here.
And I just want to say,
we've got some Node Rocks sending rocks soon.
That's going to be coming through. Apologies if you grabbed it on Greek time up in here and i just want to say like we've got some node rocks um sending rocks soon and that's
going to be coming through and apologies if you grabbed it on greek time and not on um on the
time that we're on at the moment but we love you and there'll be many more things to come from all
of the games everywhere so yeah with that i'm gonna i'm gonna leave it to grim to play us out
and it is happening.
It's happening.
And couldn't be happier.
Couldn't be more proud of everyone.
And thank you to Avalanche and Aide the Cloud for hosting our note sale,
which will be going live on the 31st of August.
Mark it down.
Note is on. Thank you.ご視聴ありがとうございました