Vader Research

Will Robinson is a core member of web3 accelerator DeFi Alliance, founder of web3 gaming guild Dark Forest DAO and a primary advisor at move-to-earn game STEPN. Will joins the pod to discuss the future of web3 gaming guilds & games, the sustainability of STEPN, and the story behind how he hired & retained Dark Forest DAO guild members.

0:54 - Will Robinson

Blackpool is a web3 gaming guild focused on generating returns by making quantitative investment decisions. Blackpool's largest investment exposure is in a web3 fantasy football card collection game called Sorare. Mark from Blackpool joins us to talk all about Blackpool, Sorare and web3 gaming guilds.

0:00 - Intro

1:37 - Blackpool 

3:29 - Investement Decisions

12:30 - Sorare

28:14 - Blackpool Business Model

Polemos is a web3 gaming guild focused on sourcing, nurturing, educating and retaining the top game player talent with an innovative governance structure. Founder Sascha Zehe joins us to talk all about Polemos and web3 gaming guilds.

0:00 - Intro

3:43 - Investment Rounds

5:00 - Existing Guild Model

13:08 - Polemos

21:55 - Education of Scholars

28:53 - Investment Decisions

37:40 - Illuvium

47:40 - Game NFT Exposures of Polemos

49:45 - Future of Web3 Game-Guild Relationship

Farmer Nash is an Axie influencer and micro guild owner. In this episode, we talk about how Nash makes investment decisions and runs his guild.

DeFi Vader's Twitter: https://twitter.com/DeFiVader

Farmer Nash's Twitter: https://twitter.com/FarmerNash_

IQ Protocol is an NFT rental marketplace provider

0:00 - Intro

1:10 - The Core Product

2:40 - What IQ Protocol Does

9:20 - Business Model 

12:00 - Renting and Delegation

19:40 - Partners and Competitors

24:30 - Vision and Last Words

Useful Resources:

DeFi Vader's Twitter - [https://twitter.com/DeFiVader](https://twitter.com/DeFiVader)

Guild 101 - [https://defivader.medium.com/yield-guild-games-101-92771117f04d](https://defivader.medium.com/yield-guild-games-101-92771117f04d)

The Era of Guilds - [https://defivader.medium.com/the-era-of-guilds-375f9905287f](https://defivader.medium.com/the-era-of-guilds-375f9905287f)

IQ Protocol - https://iq.space/

Spotify - [https://open.spotify.com/show/7mgKa3Z](https://open.spotify.com/show/7mgKa3Z)

Apple Podcasts - [https://podcasts.apple.com/podcast/defi-vader/id1608016994](https://podcasts.apple.com/podcast/defi-vader/id1608016994)

GamerSpeak is a blockchain gaming guild that is partially funded by NetMarble and is run by Chad Kihm who has previously gained substantial experience in F2P games and whale behavior. Chad is joined us to discuss GamerSpeak and web3 gaming guilds.

0:00 - Intro

6:00 - Scholar and Investor Relations

9:40 - Whales

14:00 - Guild Management

20:15 - Next Steps

22:00 - Players and Streamers

23:15 - Decision Making

Useful Resources:

DeFi Vader's Twitter - [https://twitter.com/DeFiVader](https://twitter.com/DeFiVader)

Guild 101 - [https://defivader.medium.com/yield-guild-games-101-92771117f04d](https://defivader.medium.com/yield-guild-games-101-92771117f04d)

The Era of Guilds - [https://defivader.medium.com/the-era-of-guilds-375f9905287f](https://defivader.medium.com/the-era-of-guilds-375f9905287f)

GamerSpeak - https://www.gamerspeak.io/

Spotify - [https://open.spotify.com/show/7mgKa3Z](https://open.spotify.com/show/7mgKa3Z)

Apple Podcasts - [https://podcasts.apple.com/podcast/defi-vader/id1608016994](https://podcasts.apple.com/podcast/defi-vader/id1608016994)

Matt Dion from EA, Terry Chung from 1kx and Tak Fung (aka Mr Fung) join us to discuss governance in web 3 games.

In EVE Online, there is heightened transparency in the decision-making process but there is a centralized decision-maker in terms of the economy. Users don’t have direct voting power on economic decisions. EVE Online publishes very detailed monthly economic reports that everyone can look up. They explain the rationale behind every decision. We shouldn’t reinvent the wheel - we can’t directly vote for what the central banks should do and we probably shouldn’t.

Having direct voting is extremely dangerous. Having some sort of panel just like in real life could work. Real-life governance is not always fun but we have to protect real-life assets. We need a similar panel or council in the virtual world. EVE Online has a council method, similar to Illuvium. There are 10 council members who have a tenure of 1 year and they get paid. They represent the community, aggregate data, and share it with the devs. It’s up to the devs to listen to it or not.

There are different models where council members have the ultimate voting power, representing their electors. This creates the problem that council members can easily be corrupted - on-chain transactions can be tracked but what if the corrupted member is paid off-chain.

0:00 - Intro

3:25 - What Should Be Governed in a Game

6:47 - Runescape Model

8:49 - When to Open Up Governance

16:35 - Governance with Multiple Stakeholders & Plutocracy

22:15 - Roles of Guilds and Scholars in Governance

27:55 - EVE Online Model

31:03 - Corruption of the Player-Representative Councils

36:27 - Governance Lessons Learned from MMOs & Virtual Worlds

40:40 - Sandbox vs Second Life

45:40 - Advice to Game Devs

50:52 - Guilds

Useful Resources:

DeFi Vader's Twitter - https://twitter.com/DeFiVader

Spotify - https://open.spotify.com/show/7mgKa3Z

Apple Podcasts - https://podcasts.apple.com/podcast/defi-vader/id1608016994

NFT Breeding Factory

0:00 - Intro

0:15 - Renz’ Background

4:56 - BreeederDAO

6:03 - Optimization of Breeding

7:15 - Is BreederDAO a Guild?

8:15 - Business Model

10:33 - Team

11:47 - Guilds’ Problems

15:05 - Game Partnerships

16:15 - Crabada

18:25 - Fund Proceeds

20:22 - Delegation

21:41 - Guild Clients

24:40 - Asset Light Model

26:05 - Long-Term Vision

Useful Resources:

DeFi Vader's Twitter - https://twitter.com/DeFiVader

Guild 101 - https://defivader.medium.com/yield-guild-games-101-92771117f04d

The Era of Guilds - https://defivader.medium.com/the-era-of-guilds-375f9905287f

BreederDAO - https://www.breederdao.io/

Spotify - https://open.spotify.com/show/7mgKa3Z

Apple Podcasts - https://podcasts.apple.com/podcast/defi-vader/id1608016994

0:00 - Intro

0:11 - OpenGuild

2:08 - Why Guilds Use It?

13:15 - Why Investors Use It?

18:30 - Liquidity Issue

23:15 - Repaying Back the Investment

25:50 - Next Steps

Useful Resources:

DeFi Vader's Twitter - https://twitter.com/DeFiVader

Guild 101 - https://defivader.medium.com/yield-guild-games-101-92771117f04d

The Era of Guilds - https://defivader.medium.com/the-era-of-guilds-375f9905287f

OpenGuild - https://openguild.io/

Spotify - https://open.spotify.com/show/7mgKa3Z

Apple Podcasts - https://podcasts.apple.com/podcast/defi-vader/id1608016994

0:00 - Intro

1:07 - PathDAO

4:01 - Investment Decisions

08:12 - What Made Pegaxy Take Off?

11:48 - Influencers

12:45 - Tier 1 VCs

15:52 - Guilds' Value Extraction

21:28 - Why PathDAO sold their Pegas?

25:01 - Dashboard & Treasury

Useful Resources:

DeFi Vader's Twitter - https://twitter.com/DeFiVader

Guild 101 - https://defivader.medium.com/yield-gu...

The Era of Guilds - https://defivader.medium.com/the-era-...

PathDAO - https://www.pathdao.io/

Spotify - https://open.spotify.com/show/7mgKa3Z

Apple Podcasts - https://podcasts.apple.com/podcast/de...