In the last few weeks I’ve talked to multiple CEOs of billion dollar gaming companies and they all have the same three complaints: 1. UA is getting more expensive 2. Attribution is becoming increasingly difficult post Apple’s ATT changes 3. Monetisation and compliance is increasingly difficult. Blockchains and stablecoins solve these problems. Now with the CLARITY Act they all have a legal pathway to launch a token; something they would have never even considered 12 months ago.

Of all the inevitable things, this is the most obviously inevitable. @Immutable and @0xferg will lead the way here, and there will be many winners.

We haven't seen this level of interest in crypto gaming since just before the 2021 peaks why? headwinds are forcing web2 games to search for new strategies for UA, monetisation, retention web3 is a superior solution. this year, new regs are finally persuading them it's legal

we are making @Immutable the Steam of web3 except it took Steam 5 years to reach 500 games; only <3% of all PC games at the time we hit 500 games signed to Immutable Play in 1 year post launch; representing over 70% of all games in web3

🕹️ BULLISH: After peaking in 2022, "crypto gaming" is rising again.

Web3's real superpower is it's ability to incentivise the behaviour of millions of parties at extremely little cost. Last week we were able to achieve 13 million impressions on the overknights creator leaderboard, with a prize pool of $10k. In web2, we estimate this many impressions would've cost them over $165k. Getting the right players is the biggest problem for all games, both web2 and web3. This year's reg changes, the Epic games decision, the proliferation of stablecoins, +more are creating an insane venn diagram that will allow web2 studios to confidently take part in web3 UA strategies like never before. Web2 studios are already asking us how they can get involved.

Last cycle we had FTX, Terra, and Genesis. Now we've got the CRCL IPO, CLARITY Act, and Blackrock.

SEC then: crypto is illegal SEC now: our north star is to make America the crypto capital of the world

Happy 10th birthday Ethereum "Some of the most important technology in the world often feels like a toy at the start."

Are you getting it yet, chat? The CLARITY Act will provide a clear path for AAA studios to launch gaming tokens. The top 5 studios have a combined MAU of 1.2 billion.