Sal Qadir
@salxyz
Followers
4,567
Following
991
Media
97
Statuses
614
Co-Founder @BullpenFi || Host of @UnlayeredPod || Prev @GalaxyHQ @ShapeShift || CS @Cornell_Tech
Close to the Metal
Joined December 2018
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Birmingham
• 393233 Tweets
Medina
• 324363 Tweets
Shapiro
• 196765 Tweets
FNAF
• 189073 Tweets
Adin Ross
• 174053 Tweets
Walz
• 168710 Tweets
Iraq
• 130239 Tweets
Raskin
• 116554 Tweets
Fortnite
• 103061 Tweets
#WWERaw
• 78271 Tweets
Tati
• 61885 Tweets
Alonso
• 59269 Tweets
原爆投下
• 45260 Tweets
原子爆弾
• 30569 Tweets
Poseidon
• 29961 Tweets
Fortaleza
• 29164 Tweets
Gunther
• 27042 Tweets
平和記念式典
• 24693 Tweets
Seth
• 23910 Tweets
Damian
• 23653 Tweets
篠原ともえ
• 22564 Tweets
Aiyuk
• 17568 Tweets
#広島平和記念日
• 17546 Tweets
ハムの日
• 15322 Tweets
Brisa
• 13207 Tweets
画像表示
• 12066 Tweets
はだしのゲン
• 11194 Tweets
Elly
• 10700 Tweets
Nassau County
• 10018 Tweets
Pinned Tweet
Introducing
@BullpenFi
's first product — the most advanced Telegram trading bot in the world
From the very beginning,
@blknoiz06
and I have been obsessed with building a one-stop shop for retail to trade onchain.
What exactly is Bullpen and how are we different? 🧵
49
59
371
Web3 Gaming Manifesto - The History of Gaming and its Web3 Future
I read 400+ pages of books, academic papers, and blogs about video game economic design so you don’t have to!
Some of these findings will surprise you🧵
1/50
53
220
717
☀️ Your Complete Guide to Trading Solana Tokens ☀️
Trading long-tail Solana tokens is extremely risky right now as there’s a huge dearth of quality projects with liquid tokens. However, I expect this to improve over the next 6-12 months, so it’s worth getting familiar with the
40
176
729
Major Saga phone airdrops thus far at current prices:
—30M Bonk, $440
—100K Access Protocol, $240
—1 Saga Monke, $800
Total: $1,480
Where do we think this number lands 9 months from now?
@solanamobile
@bonk_inu
@AccessProtocol
@sagamonkes
49
43
305
Where are my fellow
@DeGodsNFT
? Criminally underrated community. Novel tokenomics with $DUST. Incredible art. Not surprised they've been on the rise
35
28
259
Quick tl:dr of this great report
@Delphi_Digital
just put out:
"Ghosts of Cycles Past - The Early Innings of a New Cycle?"
I'll be focusing on what it means for
@solana
Let's dive in 🧵
1/10
15
48
210
Back in April,
@armaniferrante
was supposed to be
@UnlayeredPod
's first guest but we had to postpone it due to the mania around
@MadLadsNFT
's launch
As fate would have it, we finally got around to sitting down with the man himself as he gears up for the launch of
@xNFT_Backpack
7
23
84
Curious about the intersection of NFTs & DeFi?
@kinaumov
and I just dropped a new report yesterday focused solely on this topic for
@ChristiesInc
Art & Tech Summit. Here are the key insights 🧵
1/16
8
27
73
@Rewkang
Completely agree this take. It's part of the reason why
@blknoiz06
and I took a bet building
@BullpenFi
as a mini app on Telegram vs a native app
Paying close attention to the
@ton_blockchain
ecosystem
20
12
69
Not really understanding the hype around AVAX 🤝 AWS
Subnets sacrifice an immense amount of security for sovereignty
Game devs should probably steer clear of deploying on a subnet
14
10
63
1/
Today we at
@glxyresearch
published a deep-dive into
@solana
, covering its background, technical architecture, and outlook. If you’re wondering whether Solana can challenge Ethereum as the king of smart contracting platforms, look no further...🧵
5
23
59
@NTmoney
.
@MessariCrypto
did a good graphic on this a while back.
Abundantly clear
@solana
does not stand alone here
The tl:dr is L1 teams were forced to solicit VCs in the post-ICO era
Turns out the ICO model had its merits
8
6
60
Try the bot today!
Trading Bot + Mini App ->
Our other official links are below:
-Official Website ->
-Bullpen Brief (Newsletter) ->
-Bullpen Docs ->
10
6
55
Introducing Bullpen Daily Digest
A free, public Telegram channel densely packed with hand-curated alpha
What makes Bullpen Daily Digest different?
🚀Extremely crypto-native (high-signal)
⏱️Takes 1 minute to scan through (low-noise)
📈Potential 1,000x insights (asymmetric
12
15
51
1. Mobile-First Wallet
Our goal is to balance the convenience of trading bots with best practices in security.
We leverage your devices passkeys + a recovery email to give you a CEX-like UX embedded directly in Telegram. Say goodbye to seed phrases and painful onboarding.
7
6
51
Who plays games? Turns out everybody has their own reasons BUT they tend to fall into 4 buckets (coined by Bartle in 1996)
-Achievers: ~10% of players
-Explorers ~10% of players
-Socializers ~80% of players
-Killers ~1% of players
18/50
2
5
47
Super excited to announce the launch of
@UnlayeredPod
!
Unlayered is an alternative crypto podcast hosted by
@SolBeachBum
and myself focused on highlighting all the amazing things happening on non-EVM chains like
@solana
5
16
44
Today is my last day at
@galaxyhq
@glxyresearch
. I’ve learned an incredible amount from my colleagues over the past 18 months, and I’m grateful for an amazing experience from start to finish
Will miss my fellow researchoors 🫡
@intangiblecoins
@FullNodeChuck
@christine_dkim
8
0
44
3. Generative Insights
See relevant crypto discussions without touching crypto twitter. Our ML pipeline + LLM currently distill the chaotic Soylana Manlets community into one simple feed.
We will soon add additional Telegram communities, chats & opt-in feeds from traders.
4
5
42
Games that don't build with these four buckets of players in mind are simply NGMI
Most gamers are socializers, and most socializers will never spend money in a game
*Hint: stop trying to shill NFTs/tokens as requirements to play a game*
19/50
4
4
41
This initial product is just the beginning.
We are working on some new features at the bleeding-edge of what's possible in crypto and social.
☀️ Stay tuned for these SocialFi features to drop this summer — all powered by our trading bot ☀️
4
5
41
No better time to scoop up your forever
@MeebitsNFTs
than the depths of a bear market. Ready for
@OthersideMeta
✅
3
2
39
What does a successful web3 game look like?
Sorare's NFT-based fantasy sports games offer some insights
NFTs are not a requirement in Sorare's fantasy sports
Rather, NFTs enable higher-level tournament play
We expect this model to be emulated by many others
35/50
1
3
42
@twobitidiot
Not yet, but a fun crypto game will leverage these core principles
Web3 Gaming Manifesto - The History of Gaming and its Web3 Future
I read 400+ pages of books, academic papers, and blogs about video game economic design so you don’t have to!
Some of these findings will surprise you🧵
1/50
53
220
717
7
1
40
How do you get started?
Simply go through our onboarding process in Telegram and set up your passkey-powered wallet. Then, deposit some SOL and start trading!
We wrote a separate thread on passkeys for those curious about how it all works:
🔑 Everyone is talking about passkeys these days 🔑
Bullpen is proud to have built one of the smoothest wallet user experiences in all of crypto using passkeys
But what exactly are passkeys and how do they work?
Read on to find out 🧵
12
15
80
4
4
40
Note: This thread is a condensed summary of the 33-page report I published today by way of
@glxyresearch
Read the full report on Galaxy's website here:
While I will do my best to summarize things here, the full report has all the spicy details 🌶️
2/50
1
1
38
If there's any chance that non-EVM chains have a future, Solana seems like the safest bet based on its dominance of TVL relative to other non-EVM chains
It's not even close...
5/10
1
4
31
That's a wrap!
If you enjoyed this thread:
1. Follow me
@sal_coin
for more great web3 content
2. RT the first tweet below to share this thread with your audience. It really helps 🙏🏽
Thanks for reading! DMs are open if you have any comments or questions.
50/50
Web3 Gaming Manifesto - The History of Gaming and its Web3 Future
I read 400+ pages of books, academic papers, and blogs about video game economic design so you don’t have to!
Some of these findings will surprise you🧵
1/50
53
220
717
9
0
33
Another day, another digest. Please find coverage of the ongoing
@SolanaConf
and today's highlighted posts below:
💥 Bullpen Breakpoint Breakdown: Day 3 💥
Jupiter Announces $JUP Airdrop and plans to Integrate Circle’s Cross-Chain Transfer Protocol
One of the most
1
3
33
1/3
This week on
@UnlayeredPod
we spoke with
@KyleSamani
about:
-The convergence of crypto & ai
(inspired by )
-Infra vs consumer apps
-Integrated vs modular scaling approaches
-And a bunch of other topics
2
7
34
Bullpen is comprised of 3 fundamental pillars:
1. Mobile-First Wallet
2. Trading Interface
3. Generative Insights
Let's dive into each core feature 👇
2
3
32
Tl:dr: closing thoughts
Build a great game first, then consider the best monetization scheme congruent with that killer game before adding in web3 features
The most profitable games in history entice players with compelling gameplay that is completely free-to-play
47/50
1
0
32
Could Solana fulfill the prophecy of its Ethereum fractal? This chart seems to suggest we are on-track
Solana is meaningfully-differentiated technically with an incredibly strong ecosystem and solid fundamentals
Points, LSTs, and cNFTs are some key tailwinds to watch
9/10
2
2
28
You made it! In this thread, we successfully covered:
✅50 years of gaming history, emphasizing past experiments in video game economic design
✅The psychological motivations behind gaming
✅The future of web3 gaming
Read the full report here:
49/50
1
0
29
Tokens later, game first. Web3 is best suited to augment fun games, not masquerade as the star of the show. Gamers today are skeptical of web3 primitives and happy with the status quo. We need to show this skeptical user base the merits of crypto/NFTs with killer games.
37/50
1
2
30
🚀
also been working on a few different products in stealth fellas, finally got a cracked out dev team w/ me to ship ideas
waitlist for
@BullpenFi
app beta is live, promise it'll be the best crypto alpha discovery + trading interface in the space
18
110
1K
10
3
29
Was super fun catching up with
@kelxyz_
this week on
@UnlayeredPod
and hearing:
-his takeaways from Breakpoint
-short/medium/long-term catalysts
-new meme 👀
Time for the era of Hypersound Money 💸
0
4
28
It really does seem like Solana will repeat the same story arc that Ethereum did last cycle:
-massive run-up during the bull
-huge drawdown/heavy fud during the bear
-re-emergence from the ashes by next bull
This chart shows how uncanny the parallels to ETH last cycle are
3/10
2
3
27
Crypto market cycles tend to last ~4 years and the data seems to suggest we are on track for another 4-year cycle
The April 2024 Halving is right on schedule to occur 1.5 years after the local BTC bottom
Timeline-wise, this puts us roughly at Q4 2019
2/10
1
1
26
One of my favorite conversations we’ve had so far! Two decades of wisdom building at the cutting edge of graphics computing packed into one interview.
Was an absolute pleasure
@JulesUrbach
This week - we were blown away by
@rendernetwork
and it’s visionary founder
@JulesUrbach
👉GPU usage is going vertical
👉Supply is static
👉 Render - by leveraging crypto economics - are uniquely placed to help fulfil the insatiable demand
When people ask why crypto- say Rndr
7
29
94
0
6
28
Amazing work on this report by the Delphi team!
Looking forward to monitoring these trends
10/10
Quick tl:dr of this great report
@Delphi_Digital
just put out:
"Ghosts of Cycles Past - The Early Innings of a New Cycle?"
I'll be focusing on what it means for
@solana
Let's dive in 🧵
1/10
15
48
210
1
0
26
@blknoiz06
Pendulum will swing back to end-user applications similar to 2017
Top 20 next cycle will read like a list of apps, not a list of L1s/ecosystems
5
5
26
Let's start with some fast facts 📈
-The global gaming market reached $198.4bn in 2021
-There are 2.5bn gamers worldwide
-The average gamer plays for 8 hours 27 minutes per week
-Mobile games make up 50% of industry revenue (consoles ~30%, PCs ~20%)
3/50
1
0
27
Early 2000s: The Advent of Online Gaming
-Runescape players could make a killing simply by being good traders
-Rare in-game items were precursors to NFTs (Blue Party Hat)
-World of Warcraft demonstrated the viability of subscription-based business models for games
12/50
1
0
27
In our most recent episode of
@UnlayeredPod
, we sat down with
@paulbohm
of
@teleportxyz
to discuss his roadmap for building a decentralized rideshare protocol
It's one of the most exciting DePIN projects we've ever seen
(and powered by
@solana
😎)
Here are some key moments
5
9
26
The future of web3 gaming
What does web3 do for gaming exactly?
-Liquidity: buy/sell items
-Scarcity: items are rare
-Self-custody: your keys, your crypto (or NFTs)
30/50
1
2
26
I really like Delphi's positioning of Jito as "Lido meets Flashbots"
LSTs and MEV are top-of-mind in Ethereum land and
@jito_labs
is extremely well-positioned to capture this mind-share on Solana DeFi
Potential widely-used LST built by a Solana-native team? ✅
7/10
1
1
23
2. Trading Interface
Our trading bot and mini-app minimize time-to-ape and maximize information density. We embed the exact pieces of data we personally use to diligence projects in the same venue as execution.
(partially inspired by this tweet)
☀️ Your Complete Guide to Trading Solana Tokens ☀️
Trading long-tail Solana tokens is extremely risky right now as there’s a huge dearth of quality projects with liquid tokens. However, I expect this to improve over the next 6-12 months, so it’s worth getting familiar with the
40
176
729
1
1
26
Major game publishers are cautious about web3. This is similar to when legacy game developers were slow to embrace mobile in '08. Smart web3 game developers will capitalize on this lack of competition from industry juggernauts. Use this window of opportunity wisely.
38/50
3
1
26
One key headwind for Solana DeFi to take off is the high percent of native staked SOL vs liquid staked SOL.
If large pools of staked SOL migrate to LSTs for additional yield opportunities in Solana DeFi, we could see billions of new capital injected overnight
6/10
1
3
21
It turns out many of “killer features” espoused by web3 game devs were debunked by the gaming industry decades ago
Industry incumbents aren’t skeptical of web3 because they “don’t get it”
Rather, they recognize that tokenizing everything is inherently a stupid idea
4/50
2
1
25
Tl:dr: closing thoughts pt 2
Over-optimizing for web3 features attracts mercenary playerbases that detract from a game's community
Durable game economies will balance digital asset supply issuance with demand via sinks/faucets, market control, etc.
48/50
1
1
24
-On-chain Reputation: accountless internet, sign in with wallet
-Permanence: blockchains are forever
-Audibility: prove an item is real/fake, prove who owned it
-Decentralized Governance: players have a say
31/50
2
2
25
Market Control
The degree to which an in-game economy is controlled by the developer
Candy Crush/Fortnite = Total Market Control
Runescape = Partial Market Control
STEPN = Free markets
Notice which of these companies (still) makes money?
25/50
1
4
24
1983: The Video Game Crash
-Industry profits tanked 40%
-Too many games, too many developers, zero quality control (sounds like crypto)
-2,000 arcades shut their doors nationwide
-Atari dumped (literally) 700k unsold E.T. game cartridges in a landfill
8/50
1
1
24
Special Edition: Amsterdam Alpha
for Solana Breakpoint Enjoyoors
@SolanaConf
Put this together with the help of a close friend who's from Amsterdam and publishing here in case others find it useful!
Sightseeing
Most recommend doing at least one scenic boat tour of the canals.
5
4
22
In case you missed episode 1 of
@UnlayeredPod
, here's a clip of
@0xMert_
comparing
@SuiNetwork
with
@Solana
Tons of insight into Solana’s meaningfully differentiated architecture throughout the interview
Check out the full episode here:
3
9
23
Last week on
@UnlayeredPod
, we sat down with
@ZhuoxunYin
of
@MagicEden
to talk about the future of NFTs
We also got sidetracked talking about Solana’s immense potential as an L2 for
#Bitcoin
5
4
13
Sinks and faucets are among the most important game-design primitives needed to balance in-game economies
Faucets dispense in-game assets, Sinks remove in-game asset from circulation
Game designers must balance new player growth with existing player base maturation
21/50
1
0
21
Tournaments are a compelling use-case for NFTs/crypto. This model works because it positions crypto as an aspirational asset instead of a pre-requisite. As players get comfortable with games, they can choose to engage with higher-level tournaments.
Example: Sorare
44/50
1
0
22
hybrid yokens (404s) will be a major narrative this cycle
@mutantmon_sol
pioneered this emergent standard and our interview with
@WeedleChamp
on
@UnlayeredPod
goes into all the details of how they work
0
6
21
Currency Distancing
The de-coupling of in-game currency from its real-world value
Benefits include: pre-loading set balances (breakage income), players buying more than intended (sunk-cost fallacy), impulse buying (decreased mental accounting)
Pictured Example: Fortnite
24/50
1
0
22
Game development is a tricky balance of Challenge, Gratification, and Economic Engagement
Lately, it seems like game devs are over-optimizing for economic engagement
Check out how much CoD's online multiplayer menu has changed over the years...
20/50
1
1
22
Serious question for
@0xPolygon
people
Which part of the tech roadmap will improve the user experience?
It took me 2 hours to turn ETH into a Polygon NFT
Wrap ETH, buy MATIC, convert to Polygon MATIC
2 bridges
64 block confirms to clear
Help me understand, I want to learn
6
1
19
We've talked a lot about compressed NFTs on
@UnlayeredPod
, and I love this chart as a visual for how game-changing cNFTs could be for businesses and startups
@drip_haus
is demonstrating this first-hand
cNFT users -> DeFi users -> the STEPN effect manifests once again
8/10
1
2
18
Not everything needs to be on-chain. Good web3 games will blend off-chain and on-chain digital assets. Most gamers today don't spend money in games. Web3 doesn't magically change this historical precedent. Reserve on-chain transactions for the economically engaged.
45/50
1
0
21
Why do we game? It boils down to 3 primary factors:
1. Test skills
2. Act independently
3. Connect with others
Let's look at an example...
16/50
1
0
19
1978-1983: The Golden Age
-Arcades made a ton of money, even adjusting for inflation!
-$5bn total revenue in 1981 = $16bn today = 8% the size of the gaming market today ($200bn)
-High scores and leaderboards motivated player to climb up the local gaming community hierarchy
7/50
1
0
20
Complete Web3 Data Repository
During my chat with
@BlockBeamio
earlier this week, many students asked how I monitor the space
It's an impossible task, but here's a decent starting point
This list is based on experimenting with 100+ data sources over the past year 🧵
1/16
2
5
18
1978-1983: The Golden Age
-Arcades were the star of the show
-Players inserted quarters into machines, playing until they ran out of lives
-Games were engineered to be easy-to-learn and difficult to master
-This model maximized engagement and revenue for arcade operators
6/50
1
0
19
Our latest
@UnlayeredPod
episode is an excellent primer on tokenomics for builders, investors, researchers, and anyone in-between
We chat with the grandmaster himself,
@mattyTokenomics
, about his Tokenomics for Builders guide with plenty of historical examples throughout
2
4
20
@blknoiz06
Our audience
@UnlayeredPod
is full of DePIN maxis,
Past DePIN episodes w/ more on the horizon 👀
-
@JulesUrbach
from
@rendernetwork
-
@redacted_noah
from
@helium
-
@paulbohm
from
@teleportxyz
0
5
19
Non-transferable NFTs will be key for web3 games. Player achievements and unified logins through wallets can enable a player’s history to travel with them across platforms and game environments. There is a treasure trove of on-chain metadata waiting to be unlocked 🔐
40/50
1
1
19
How Fortnite nails the psychology of gaming:
Test skills --> Build battling, shooting, strategizing
Act independently --> Fortnite's massive, dynamic map encourages exploration
Connect with others --> Cross-platform chat, high Twitch engagement
17/50
1
0
18
2010s: The Rise of Mobile
-Started with the debut of the App Store in 2008
-Ubiquitous smartphones and cheap mobile games broadened distribution
-Free-to-play became the clear path forward
-RIP portable game consoles
13/50
1
0
19
Where is web3 gaming today?
tl:dr very very very early
GameFi tokens are down ~75% from all-time highs
web3 games are being built on a bunch of random chains (little consolidation)
33/50
1
1
18
Impulse Buying
When developers introduce real-world constraints (called choke points) to progression by dangling in-app purchases as quick solutions
Also referred to as pay-to-win mechanics
Used by Candy Crush, League of Legends, Mobile Strike, and many others
26/50
2
0
18
@vec0zy
Solana has hit escape velocity, it’s not going anywhere
Massive and diversified ecosystem of infra and apps
Composable dev experience in a world where EVM gets increasingly complex
Hacker houses flush with talented people and creative energy
Very asymmetric bet
0
0
17
Meta games will reign supreme. Think games built on top of other games. The Sandbox is an early example that's fully embracing this approach. Meta games are key to diversifying economies tied to an ecosystems's token and can help absorb token issuance with organic demand.
41/50
1
0
18
The Key to the Next Billion
In
@UnlayeredPod
’s most recent episode, we dive deep in
@solanamobile
with its maker, Steve Laver
Mobile is where most of the world will use crypto, and Saga provides a glimpse into what that future might look like
3
5
16
Crypto is beautiful because it teaches us the allure of printing money while unveiling how improbable it is to put that genie back in the bottle
1
0
12
Present Day: Free-to-Play
-Tastes have shifted, people largely expect their games for free
-Campaign/story modes have fallen out of favor
-Game devs now make money via microtransactions
-Goal: attract a lot of minnows (and dolphins) with the hopes of catching a whale
14/50
2
0
18
@j0hnwang
We built it
also been working on a few different products in stealth fellas, finally got a cracked out dev team w/ me to ship ideas
waitlist for
@BullpenFi
app beta is live, promise it'll be the best crypto alpha discovery + trading interface in the space
18
110
1K
4
2
15
1985-2013: The Console Wars
-Games were now sold as one-time, upfront purchases
-Consumers could play for an unlimited amount of hours
-Time spent playing was decoupled from the revenue generated by a game
-This led to industry consolidation and a focus on generating hits
10/50
1
0
16
Don't hold your breath for composability. Seemingly every week, a new web3 game is being built on a new blockchain ecosystem. Assume that none of these chains will be interoperable with one another. Focus on other web3 use-cases for now...
39/50
1
3
17
1985-2013: The Console Wars
-Nintendo kicked-off this era with the NES
-They birthed in-game economic features (coins in Mario, items in Zelda)
-They were obsessive over quality control by limiting 3rd-party licensing
-They dominated early on with 80% market share
9/50
1
0
17
*Pause*
Well done on making it this far! We're onto the home stretch
✅50 years of gaming history, emphasizing past experiments in video game economic design
✅The psychological motivations behind gaming
➡️The future of web3 gaming
29/50
1
0
17
Bridges will be a key piece of web3 gaming infra. Web3 game devs are already building across dozens of competing, non-interoperable blockchains. Bridges will be necessary to support any cross-chain interoperability. (unless we're cool w/ using exchanges as bridges)
42/50
1
0
16
@VaderResearch
1.) all of a gamer’s work in acquiring rare skins lives on the blockchain forever. instead of servers shutting down, they can shift to being community-run
2.) developers can build meta games and products without permission (eg, an online poker room for elite skin holders)
4
0
17
If you’re a web3 game developer, investor, or enthusiast, read on!
I will be covering:
-50 years of gaming history, emphasizing past experiments in video game economic design
-The psychological motivations behind gaming
-The future of web3 gaming
Let's dive right in!
5/50
1
0
17
Early 2000s: The Advent of Online Gaming
-New game economies were being built by MMORPGs (Ultimate, Everquest, Runescape, WoW, etc.)
-Global leaderboards took the mantle from local arcade high-scores
-Online distribution (Steam) improved unit economics of game development
11/50
1
0
16
Here's what you missed yesterday on Crypto X:
post links, additional news, charts & commentary are all available in
Alex Thorn (Galaxy) on Bitcoin’s Constrained Supply & Liquidity Amplifying Further Upwards Moves and correctly predicts max pain for gamma
1
5
16
@jon_charb
Some interesting things I've seen on
@solana
:
@teleportxyz
,
@saydialect
,
@glowwallet
,
@UltimateMoney
,
@ellipsis_labs
,
@GenesysGo
Benefits of using Solana? Fast, cheap, easy, composable
Solana USDC and SMS are underappreciated
Zk and app chains are still early and unproven
2
2
15
*Pause*
We've covered the history of gaming, now we'll move onto the psychology of gaming
✅ 50 years of gaming history, emphasizing past experiments in video game economic design
➡️The psychological motivations behind gaming
-The future of web3 gaming
15/50
1
0
14
🐂 Bullpen Daily Digest - 11.27.23 🐂
An awesome new report from
@MessariCrypto
today highlighted a $3B increase in DePIN market cap growth over the past couple of weeks.
AI tokens generally fall into three categories:
-GPU Compute (eg $RNDR, $NOS)
-Storage (eg $FIL, $AR)
-AI
0
3
14
Why did Play-to-Earn fail?
Liquidity is both a blessing and curse
Open web3 economies enabled mercenary users on games like Axie to farm tokens and dump them into the market
Asset issuance (supply) outpaced asset demand (typically driven by game utility)
34/50
1
0
15
-Payments: seamless with fast finality
-Business Model Innovation: use tokens to pre-sell (though this can be problematic)
-Composability: games can interact via blockchain metadata
32/50
1
1
15
On a long enough time horizon, Telegram flips iMessage in the US market:
—just a matter of time before apple loses its monopoly over blue bubbles now that they're in DOJ's crosshairs
—telegram ui/ux has extraordinary polish and is cross-platform
—custom emoji + sticker packs add
3
5
15