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The biggest bull run in crypto gaming history is about to begin. $MAVIA set the tone, but it's only one of many high-profile launches coming this year. If you want to capitalise, this thread is for you. 🧵: My ULTIMATE crypto gaming guide (full strategy + top altcoin picks).👇
In this thread, I'll cover: • Why crypto gaming is poised for significant growth in 2024 (and beyond) • My approach to investing in gaming • The specific gaming projects I'm investing in
2024 has already started with a bang for crypto gaming. • @MaviaGame has done ~4x from launch. • @GunzillaGames just launched their game on XBOX. • The total gaming market cap just hit $20B. But this may only be foreshadowing what's yet to come. <a target="_blank" href="https://twitter.com/JasonYanowitz/status/1756059825606160597" color="blue">x.com/JasonYanowitz/…</a>
Firstly, let's take a look at the overall gaming landscape.
The global gaming industry is bigger than the film and music industries combined. And it's showing no signs of slowing down, projected to hit $363 billion in revenue by 2028. Crypto has a MASSIVE opportunity to grab a slice of a huge liquidity pie.
But why? Crypto is a compelling retail vertical as it provides: • The ability to have true, verifiable ownership over in game assets. • The ability to financially reward/benefit users of the game, instead of purely sucking liquidity within a closed in-game economy.
I'm also most bullish on crypto verticals that: • Are easy to understand • Give retail a genuine incentive to interact with the blockchain • Have the potential to onboard millions of new users Gaming has all 3 of these traits.
Here's why I believe we're at an inflection point for crypto gaming.👇
Much of the investment flow into crypto gaming was in 2021/2022. Games take years to build, so we’re only now starting to yield the fruits of the initial raises. Over the 2024-2027 period, we're likely to realise the true extent of this funding, via a raft of new quality games.
Interestingly, gaming has been gaining users quicker than any other sector. The gaming sector captures over 34% of the dApp market, with 1.1 million daily UAWs in 2023.
An interesting catalyst behind this increase is the growth of the mobile gaming sector. It's a vertical which I'm extremely bullish on, and is a key market to crack if crypto gaming is to reach mass adoption.
According to Outlier Ventures, mobile games like Mavia are poised to become onboarding engines. Mobile games offer a less-intimidating gateway to crypto, via their accessibility and ease of use. The end goal is for users to play crypto games without even realising it. <a target="_blank" href="https://twitter.com/milesdeutscher/status/1755313599365734760" color="blue">x.com/milesdeutscher…</a>
So, now you have more context as to what underpins my crypto gaming thesis - now it's time to discuss my investment strategy.
Firstly, before we even begin allocating to specific gaming projects, you have to calculate what % of your portfolio you want to allocate towards the gaming sector. This will depend on your bullishness vs other sectors, alongside your risk tolerance. For me, it's ~10-15%.
I take a pyramid (tiered) based approach to my gaming portfolio. At the base, is gaming infrastructure (lower risk, lower reward). In the middle, is the gaming studios (medium risk, medium reward). At the summit, is the individual crypto games (high risk, high reward).
Let's break down these sectors even further. 1. Gaming infrastructure. This encompasses L1s, L2s, SDKs etc. Basically any tech required to power crypto games + ecosystems. This is a more indirect way to get exposure, but you can invest in gaming-specific infra.
2. Gaming studios. I like studios as it allows you to spread risk by betting on multiple titles, instead of replying solely on one game. Some examples are Gala, Nakamoto, Vulcan Forged etc. If a studio releases 20 games, they only need one hit game to succeed.
3. Individual games. This is the highest risk sector, but clearly the one with the most upside. Although the odds of an individual game succeeding are statistically low, if it gains traction - this can result in monster gains (even if that traction is temporary).
So now I've broken down my crypto gaming thesis, and my investment strategy, let's take a deeper look into some of the altcoins I'm interested in within the ecosystem.
Note: I'm actively adding to my gaming positions, as well as researching and investing in new games/studios/infra. In the future I'll share new picks with you as I find them, so this list isn't static - it's moreso intended to highlight some cool products I'm currently eyeing.