Raymond Chng
@chng_raymond
Followers
9,798
Following
4,238
Media
265
Statuses
5,462
Growing @Zentry | Core @thecoreloop | @apg_capital | tweets are NFA
Singapore
Joined January 2020
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
#PumPuiLivexCharlotte
• 250169 Tweets
花火大会
• 202800 Tweets
TAOBAO LIVE X FAYEYOKO
• 96281 Tweets
#withMUSIC
• 67849 Tweets
Kanye
• 57992 Tweets
早田ひな
• 41687 Tweets
FREENBECKY PRESS TOUR
• 38716 Tweets
Vultures 2
• 37545 Tweets
#Liella_神奈川Day1
• 24048 Tweets
オースティン
• 22252 Tweets
#GoHome
• 21718 Tweets
花火の音
• 19346 Tweets
Kuzey Tunçelli
• 18194 Tweets
インサイドヘッド
• 13248 Tweets
花火綺麗
• 12919 Tweets
女子バレー
• 12162 Tweets
SB19 NUGAGAWEN
• 11596 Tweets
ベランダ
• 10641 Tweets
SEVENTEEN BSS
• 10151 Tweets
The next big rotation will be
#GameFi
season and you’re still early (for now). The coming GameFi season could be the most explosive 🧨 one yet. A thread on why ⬇️ . Read to the end for alpha 👀
82
364
1K
After building my
#GameFi
season conviction, i took a deeper look into the sector and further broke down the sector into what i think is the “Gaming Stack”. In this 🧵, I discuss about the 7 Gaming stack layers. ⬇️
31
203
612
>Preparing for the coming web3 gaming summer 🎮☀️
>make mind map of projects to track 👇🏼
What did i miss? Will filter & update more projects as we go along.
Appreciate a RT so that we can get more feedback and i can better update it for all!
NFA. DYOD.
51
96
216
Sharing my views for Crypto Outlook Q2 2022 as i think writing helps me get more clarity in my thinking and even stop paper handing bags. I share views, projects im keen on and even portfolio allocation. Appreciate your views and happy to discuss!
14
66
222
The bear market is the best time to think about how to navigate the next bull market. ⬇️
6
46
199
Sharing my views for Q1 2022 crypto outlook because i think writing helps me get more clarity in my thinking. I shared views, portfolio allocation and projs im keen on. Appreciate thoughts and feedback!
#Frognation
Wagmi!
18
39
194
10 Key Takeaways from the latest
@crypto_raiders
Podcast with Delphi, Latest Roadmap, Personal Opinions and interesting Alpha 👀 at the end.
⬇️
10
61
190
The next 10million crypto users will likely be onboarded via web3 gaming, my
#GameFi
szn conviction remains strong as ever. Excited to share that I have joined
@GuildFiGlobal
to assist with growth and strategy, and will have a smol part to play in the onboarding of web3 gamers!
34
15
170
Ever wished you could set an on-chain LIMIT buy order, STOP-loss, prevent a liquidation for your leverage farms or even automate a GameFi task? The wait is over! 🧵 ⬇️ about a Low cap gem btw.. read to the end for the real alpha.. 🧐
9
49
154
Did some research and found some decent 50-80m FDV low caps. Keeping em on watchlist.
Who wants the tickers? 🙋🏻♂️
28
49
135
After exploring the 7 gaming stack, my
#GameFi
journey brought me deeper into exploring the role of gaming guilds. The role of guilds may be bigger than you think! Here are 12 areas i think Gaming Guilds have or may venture into. A thread ⬇️ p.s i think 12/x is most exciting.
8
48
130
Join me in my journey into web3 gaming, metaverse and nfts. I tweet about:
- gaming stack
- game analysis
- virtual land analysis
& many more
Compilation of my threads ⬇️
80
28
111
[Web3 gaming projects to watch in 2023] - The list will be updated so bookmark it to see future additions.
I've applied some filters
- likely to have a runway to build MVP
- strong team
- strong and/or growing community
Disclaimer: NFA
15
24
118
My journey in understanding the
#GameFi
sector took me to finding out what makes games successful. I looked at a web 2 game that succeeded and is still running for more than 15 yrs. A🧵⬇️
10 takeaways from a game 🎮 that has >110 million lifetime players
12
30
115
Wrote this article after speaking to web3 gaming teams & speaking to various gaming focused analysts to gather their opinions. If you like to get up to speed on the current state of web3 gaming, the challenges, what is needed to progress, check dis out ⬇️
8
29
116
Keeping a list of low cap coins below 99mil FDV that i think have potential in the long run. Adding them to my watchlist 👀
Will update this thread with new ones so bookmark it if you’re keen ⬇️
1
24
99
Decentralized Leveraged FOREX (DFX) will likely be the next DeFi innovation.
FX daily volume 2021: $6.6 Trillion
FX market size 2021: $2.4 Quadrillion
Change my mind.
19
12
90
Gaming guilds should ultimately aim to become a net value-add to a game’s ecosystem.
In this article, i share thoughts about the road ahead for gaming guilds. Hope to spark more discussions about how we can add value to the gaming sector. Check it out ⬇️
4
29
95
@binance
japan will list 13 tokens expected on 27th nov. Some of these coins may have multiple catalysts. Good to pay attention imo
13
26
88
We have been working tirelessly over the past 2 years, building and strategising our next phase, and today marks our transition from
@GuildFiGlobal
to
@ZentryHQ
and the beginning of the ‘Play Economy’
Journey alongside with us as we unveil more deets over the coming weeks
22
25
88
Most web3 games currently have a 2-token model. For gamers/investors, most will be thinking how to invest and most would be asking → Should you invest in a game’s $slp token? In this 🧵, i will discuss how i am thinking about this & even actionable alpha at the end 👀
8
20
91
24/
GameFi on Arbitrium
@treasure_dao
$magic is an entire ecosystem of games / nfts / projects just like the Nintendo Gameverse. I think the white wolf might be accumulating too 👀 A great article on $magic below
H/t:
@mosessaffron
4
18
82
Why Netflix, TikTok and Tesla have entered the (gaming) chat
Netflix bought three game studios, TikTok quietly added mini games onto their platform, Tesla's onboard system will be integrated with Steam. Have you wondered why these tech firms are venturing into gaming? Read on 👇🏼
12
20
74
Been getting some DMs the past week from people curious about
@GuildFiGlobal
and what the team is working on, so i thought i’d share about what the team has been working on here.
Bull or bear, our team continues to Build and Innovate. Below are 5 key things we are focused on ⬇️
8
16
71
Many late nights, long meetings led to this moment, but the Journey is just beginning.
This is a teaser for the Zentry experience, it will only get better
More to come in the coming weeks 👀
23
9
76
27/
Guilds like $ygg $mc $gf $avg work like an index fund for gamefi. Since they participate in most of the solid games, an investment in a guild is like buying the SPY etf. Where you get to “hold” the best companies. The bad companies are reviewed and replaced frequently.
3
13
73
7 Key Ingredients to look for in projects that can survive the bear market and potentially emerge as winners in the next bull market.
A threadoor ⬇️
8
26
66
23/
@DefiKingdoms
$jewel and
@PlayCrabada
$cra are the blue-chip gaming tokens to focus on in the $avax eco. There are alot of solid articles you can find within CT for both games.
3
13
65
Investing in gaming infrastructure is probably easier for most retail investors since 99% of game projects will likely go to 0. Then - for the 1% of successful games, they might only last for 2-3 years before hype dies down, then token goes to 0 too. But you wouldn’t believe it.
18
7
60
The rotation into GameFi and then into DeFi will be glorious.
9
4
58
22/
Avax Subnet as a Catalyst
Subnets will be launching very soon in Q1. Rush 2.0 incentives focused on subnets will also be launching. As a whole subnet helps gamefi tremendously due to +speed +scalability, everything you need for a high performance game with massive user base
4
7
57
Crypto markets are becoming dispersed. Bull and bear markets exists concurrently within different sectors. Navigating sector rotations in 2022 is critical for outperformance. Here’s a foundation of how im looking at it. Appreciate feedback as always.
4
16
59
It’s probably time to start researching about web3 gaming space more closely. The web3 content creators, influencers, different genre of games, game ecosystems and more. 🎮
14
5
56
Been having lots of convo with frens about how to navigate this market now. I’d like to say we are in a weak market (mini bear) within a supercycle, but hey, thats just my opinion.
Collating a list of good threads (mine & others) to navigate this market. Bookmark it! Will update
1
14
54
“Most of the value we are going to create in the coming decades are likely not limited by physical things” - Jenson Huang, CEO of Nvidia
Long post 🧵 👀👇🏼
That encapsulates the new paradigm — The Play Economy that we envision. Where every moment, play, victory could benefit
We are excited to announce a new strategic round of funding with
@TheSpartanGroup
,
@LongHashVC
,
@Synergiscap
and
@DWFLabs
, along with a number of Angel investors.
This collaboration reflects growing confidence in our vision and validates what we are building at Zentry.
🧵⬇️
3K
3K
4K
13
15
57
28/
Of the guilds, I personally think
@guildfi
$gf is one of the best positioned to capitalise on the GameFi season. I will share some thoughts why.
H/t
@kavi88rawal
5
13
51
5 Smart Contract Layers (L1/L2s) that have the potential to become Gaming Hubs
x/23 🧵 ⬇️
1
15
52
Soooo is the $crv flywheel coming back and wen crvUSD 🤷🏻♂️
5
2
52
9/
The play to earn(p2e) transition to play and earn(p&e) is a welcomed change. If you’ve read all the articles that
@0xRyze
and other game economists talk about. This is where gamefi is fortunately moving towards.
1
7
52
If you’re wondering what problem is
@ZentryHQ
solving, how does the experience look like and more deets on the Zent token and ecosystem 👇🏼👀
Clearly we need more crypto apps with mainstream appeal. I think this one has potential if they execute well.
What if you could turn your life and all of your gaming activity into an MMORPG?
If you play any games at all (web2 or web3) then you should read this 🧵
39
25
112
17
19
47
30/
Holding the $gf token staked has many benefits. You get value accrual for various things including a launch pad. Imagine getting new tokens airdropped to $sGF token holders? What if you get a token like $ptp and it goes 100x. Will you fade it?
4
6
45
How can gaming guilds become a net value-add to players?
A thread 🔽
4
6
43
7/
GameFi is a good midpoint of NFT x DeFi. Both group of investors can understand it somewhat well. Seems like the next best place to go, while defi devs continue to build out the next innovative products.
1
6
48
[redacted] is a deFX protocol. Founded by tradfi guys with track record + supported by strong investors, may add GLP tokenomics + have ve-tokenomics + will have MKR vault features. With andre retiring, [redacted] gud coin. Also, mcap <$5m 👀
13
1
44
> low cap
> low float / supply pressures
> well funded team
> epic product launching soon
🔍 time to hunt down every one of these
11
2
46
11/
Traditional Game companies like Ubisoft has been venturing into blockchain gaming. One of its partnership with
@TheSandboxGame
$sand here.
1
4
44
Final fantasy creator is launching their first web3 game NFTs in December.
Many other positive news / catalysts coming over the next couple months. 👀
9
5
42
A Look At Gaming |
#2
, Wednesday, June 22nd, 2022 A look at some gaming news headlines I found interesting. It's important to look at both web2 and web3 gaming industry news so that we can build the future of gaming.
5
12
45
20/
Both $cra and $magic have been really solid over the past month.
Both have solid communities that are very helpful and really passionate about their ecosystem, which is good for investors.
5
8
43
1/15
Infrastructure: Investing in the infrastructure is a simple way to get exposure to the gaming ecosystem. It’s like investing in Microsoft/Apple in the early days.
Example: Immutable ($imx), Polygon ($matic), Chromia ($chr)
3
3
44
This is the time to build. Some say its a builders market now. Building doesnt just mean you have to code/learn coding. Building could be taking the time for personal growth. Learn how to help projs, find the problems to solve and many others.
What are you building today ser?
10
5
42
What if i told you there was a new $sand Sandbox / $mana Decentraland that is currently less than $100m mcap with big names buying land nft now?
21
1
42
There are some gaming coins that will potentially become future consensus, most market participants dont even know they exist - yet.
Study pre-loved projects
41
7
39
Wrote an article for
@thecoreloop
in early oct about the gaming landscape. Highlighted
@ParallelTCG
$prime.
At that time there was much less attention and price was much lower.
Will share more gaming proj insights going forward here 👀
@wassiecapital
@0xkapital_k
@iandaog
6
6
40
So crv wars is now really just cvx wars. Things move quickly in crypto. Never marry bags. Always have an open mind.
5
2
39
Most dont even know this game exists yet — but i think Sipher is gonna be one of the most exciting mobile game in 2024!
@AskTinNguyen
is a “madscientist” and is always exploring the edges of what is possible. Can’t wait for whats to come
My very first game
My very first web3 studio
My very first time getting Apple featured on Appstore’s home page
We did this together
@playSIPHER
Our community
Our team
Our backers
Our believers
Thank you 🙇🏻
55
41
252
1
7
41
29/
GuildFi has a guildfi ID platform that has all key player data in one place. This is important as we move towards p&e model. Below is a good article by the guild on how they are already prepared, positioned and ready for this transition.
2
6
38
A Look At Gaming |
#11
Monday, July 18th 2022
A look at some gaming news headlines I found interesting. It's important to look at both web2 and web3 gaming industry news so that we can build the future of gaming.
5
12
39
We’re preparing a new dawn for game-sumers across the universe.
Watch this space 👀
Today, the last batch of $GF from
@GuildFiGlobal
seed round has been distributed. This mark as an important milestone which will dramatically reduce the emissions forward.
All of our investors from
@coinbase
@BinanceLabs
@hashed_official
@animocabrands
@DeFianceCapital
has been
28
92
250
8
2
38
1/
The “Metaverse” is a word commonly used by many projects in their pitches and in discussions about web3. There are many teams trying to create the Metaverse, but is there a common understanding of what is the Metaverse?
2
14
39
How can guilds become a net value-add to partnered games?
A thread 🔽
2
8
34
The trad gaming market is expected to have $250bil revenue in 2025 (over taking movie ind). What happens then when solid playable web3 gaming says “hello world”?
How would you invest in this sector?
6
1
36
25/
GameFi on Polygon
Both
@crypto_raiders
and
@crypto_unicorns
are solid p2e games over at polygon. If you’ve been following gamefi guys, you’d have seen many making a killing with unicorns going from 0.2e to 2e floor over the past few months.
3
9
34
1/
@RagnarokMeta
- MMO
Status: launching soon
- gud art, gud dev
@0xfanfaron
, gud mini game, gud chain ($avax)
- nft launching soon
2
2
33
1/39
Most coins have been downtrending for the past 6-7 weeks (only some small caps have been outperforming). While the NFT season has been making waves during the same period. We are seeing a dispersed market in real time.
1
5
34
26/
There are so many games out there, and its so difficult to pick the right game and rotate out unless you’re going to play for the long term. If you don’t have time to review all the docs, a good way to play the gamefi szn could be Guilds. Wrote this in my q1 22 outlook.
1
6
34
12/
Microsoft is acquiring Activision, which is huge news for the blockchain gaming community
3
4
33
Gm degens,
Narrow your crypto x gaming knowledge with
@thecoreloop
TG
Prepare your gaming cockpit
Gear up for…
Crypto Gaming summer 2024 👇🏼
15
4
29
2/
We see many chad NFT guys making life changing money. From
#AzukiZen
to
#BAYC
and
@AdamBombSquad
, there are stories of peeps flipping 5 ETH into 100 ETH or more over the past few weeks. Thats a pretty decent profit. Where does this money flow to?
2
4
33
16/
In short,
- Tradfi Funds & Crypto funds are both aggressively investing in blockchain gaming
- These funds are hiring more gaming talents to expend investment teams
- Transition to p&e will attract more competitive gamers -> potentially leading to better crypto e-sports eco
1
6
32
A symbiosis of real and digital
Where worlds converge
And communities connect
Enter
@ZentryHQ
GuildFi rebranded, New Vision, New Era
16
9
32
There are almost 3b global gaming population.. let that sink in sers.. thats a huge TAM for whoever can capture it..
Gamers are already a target audience for marketers globally.. we are a “demographic” now.. structural gaming bull run is here to stay
8
3
31
When one realises that crypto is the only inflation/stagflation/deflation resilient asset class/space in the entire world, one would do whatever it takes to learn, learn & learn everything about it. The potential global recession/MMT/monetary debasement will affect most that..
2
3
33
10/
P&E game designs will bring the next wave of competitive gamers into Blockchain gaming and further onboard many more gamers into this space. Increasingly, more traditional game companies have announced their entry into blockchain gaming too.
1
5
33
This is the best time to build your skills, whether trading, investment analysis, marketing, etc.. also good time to continue to network within the space.. also will be a great time to think about what kind of projects will do well in future. Will share thoughts on this soon
4
3
28
17/
- GameFi is a good midpoint for NFTs & DeFi
- Many factors do point to a coming GameFi season
To add on, just look at how resilient and how much some GameFi coins have been pumping?
1
5
30
3/
Games/NFTs with Ecosystem: A game that is built to have strong composability/interoperability to other games within a game MVP (this is what I’m most excited about). More on this later in the thread.
Example:
@Treasure_DAO
($magic),
@nftworldsNFT
($wrld)
2
3
29
Key Takeaways from Google x
@DeconFun
event:
Principles of Game Economy
Speaker: Javier Barnes, Game Lead, Lead Designer Product Manager, F2P Specialist
🔽
2
7
32
36/
$dcau is a really early play on Avax eco, low cap with fdv 16m or so. Its the dragon coin everyone is talking about and its deflationary. H/t my
@_dcdao
fam for sharing this coin. I love this coin at 3 digits. Will love it more at 4 digits.
1
7
31
There are more than 3 billion gamers worldwide
And you think crypto gaming wont become a thing?
Bullish on projects building to onboard web2 gamers to web3, there are some that know how and are building for this
Stay tuned.
8
1
26
In a bear market, survive, strive for personal growth and more importantly, keep an eye for projects that are innovating and transforming, these are the projects that may perform well when the market conditions improve.
3
3
31
2/
Gaming Studios: Investing in the game maker can be a beta play on the market. The assumption is that some game will fail, but in the long run, studios will have a winning game.
Example:
@SkyMavisHQ
($ron), maybe
@VulcanVerse
($pyr)
1
0
28
3/
Personally think that some of the profits from NFT season will flow into gaming NFTs. Feels like a natural thing to do since NFT guys are alrdy used to buying nfts. Some NFTs like capsule house/treeverse have roadmaps to eventually launch games too.
1
3
31
$vrn is now 7m MC. Fdv 24m 🤯. Even more undervalued. Pretty much at all time low. Guess what? Blocktower bought on 27 Jan. and you are still fading it anon? Might need to do a thread on this soon. Use this info as you deem fit friends.
$VRN, a $14m MC project has just partnered with
@renprotocol
to build out cross chain infrastructure.
Cross chain infrastructure will become more important as time goes on and
@renprotocol
is one of the most respected players in the space.
9
37
152
5
11
31
Now i cant DCA into my fav coin. Lol. Someone bought it all.
6
0
28
The Battle Royale Game that should be on every web3 gaming investors, gamers and enthusiasts radar 👀
⬇️
Introducing
@blastroyale
and featuring key takeaways from AMA with the founders. Alpha at the end.
3
9
29
All eyes on GDC next week for web3 gaming announcements and iykyk 👀
8
3
27
There’s a new game coming out sometime in Dec, with an expected strong game economy, built by a chinese team that understands monetization, with breeding mechanics that require native token.
No one on my TL is talking about it.
8
0
27
Gameplay of diablo but with guns
Replayability of hades
Epic stories like star wars
A goated team
@AskTinNguyen
Imo currently the best game built with blockchain elements
Siphers
The world is on its brink
Fight, die, arise stronger to protect our digital realms
Pre-Register now for amazing prizes!
#SiphersAssemble
#playSIPHER
#PreRegistration
819
2K
3K
4
4
29
13/
TradFi PE firms like Softbank has been investing in gaming/metaverse plays
2
4
28
Back to the lab today.. working on my q2 crypto outlook so that i don’t paper hand my bags.. its been awhile substack!
2
2
27
4/
Within DeFi, this may be an unpopular view, but i will share my thoughts anyway. DeFi has had a good run over the past 6 months. We had crv/cvx wars, ohm/fork parabola, basically all of defi 2.0 rallied hard. It seems many got tired of it. The $cvx wars narrative has slowed.
1
3
28
Guess its time to collate gaming projs to watch for 2023. There are some without tokens and nfts. Some with nfts but no tokens yet. Will share findings if there are good ones.
7
1
28
21/
So, if GameFi season is coming. How do we play this? Will share my personal thoughts as well as discussion amongst solid rotator friends. Lets go. ⬇️
1
5
27
End/
Disclosure: I own some of the coins mentioned in this thread. This is not financial advise. DYOR.
6
6
26
If gamefi / blockchain gaming as a sector matures. We could all be busy playing games to earn shekels and no one left to day trade the bear market away.. hoping for a day like that to come..
Many years ago, i was playing WoW as a student, oblivious to the 2009 financial crisis.
2
3
28