Alex highlights the importance of looking beyond trends like 'play to earn' and emphasizes the need to create net new experiences and novel monetization methods. He also discusses the role of token design, in-game economics, user acquisition and retention, building strong gaming communities, and the unlocks needed for web3 gaming to go mainstream.

Finally, we cover how Alex analyses potential investment opportunities, and how Shima actively works with their portfolio companies.

Tune in for a great episode about the fundamentals of web3 gaming.

Shima Capital: https://shima.capital/

Alex on X: https://twitter.com/awettermann

Shima on X (Twitter): https://twitter.com/shimacapital

Make sure to leave a comment if you have any questions 🙌

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Timestamps:

00:00 Introduction

01:40 Overview of Shima Capital

06:49 The evolution of gaming and crypto

10:11 The core value proposition of web3 in gaming

14:43 The state of on-chain gaming

18:42 The challenges of web3 gaming

23:56 The future of web3 gaming

25:34 The economics of in-game assets in web3

28:59 Balancing monetization and gameplay in web3

29:49 Designing games for different types of gamers

30:16 The role of monetization in game design

31:18 The importance of user retention in gaming

32:13 Exploring new archetypes of gamers

32:41 Challenges in game development

33:16 Trends in the current web3 gaming market

33:40 The value of intellectual property in gaming

34:07 The potential of on-chain economies and genre mixing

35:30 Exploring out of app monetization and progressive web apps

37:57 The future of IP licensing and metadata standards

39:38 Investing in the gaming stack

48:44 The role of data in investment decisions

54:46 Working with portfolio companies

…

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