Vader Research

Vader Research

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Vader Research episodes

  • Guilds #8: Hooga Gaming - Organizing Axie Tournaments

    0:00 - Intro

    0:35 - Background

    03:20 - Scholars

    10:05 - Tournaments

    19:10 - Economics of Running a Tournament

    23:20 - How Hooga Makes Money

    26:24 - Tools and Software

    30:21 - Previous Tournaments and Hosting

    34:30 - Problems

    37:40 - Other Tournament Organizers

    39:00 - Internal Tools

    40:30 - 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

    Hooga Gaming - https://hooga.gg/

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

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

    44 min
  • Guilds #7: Salad Ventures - The Udemy of GameFi

    0:00 - Intro

    0:16 - Felix

    4:11 - Salad

    7:15 - Scholar Selection

    13:00 - Salad Products

    14:25 - Importance of Scholar Quality

    18:54 - Udemy of GameFi

    26:20 - Game Partnerships/Investments

    34:23 - Guild OS (Dashboard)

    36:04 - Salad Summary

    41:44 - Why Multicoin Invested?

    47:08 - Series A

    51:31 - Guilds in the Long Term

    55:30 - IDO and Token Listing

    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

    Salad Ventures - https://www.salad.ventures/

    Salad Academy - https://salad.academy/

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

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

    58 min
  • Guilds #6: Good Games Guild - Investing in P2E Games

    0:00 - Intro

    0:32 - GGG

    3:44 - P2E in Indonesia

    6:39 - Scholar Count

    7:25 - Axie Exposure

    7:50 - Game Investment Decision Process

    11:05 - Scholar Education

    11:31 - Pegaxy

    14:38 - Games Invested

    16:19 - Asset Management

    19:06 - Launchpad

    22:00 - GameFi & Guilds Landscape

    24:20 - Axie’s Economy

    26:30 - Halted New Axie Purchases

    28:20 - Wonder Hero

    29:20 - GGG


    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

    Good Games Guild - https://goodgamesguild.com/

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

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


    31 min
  • Blockchain Gaming Weekly #2 - SLP, Zynga, Gucci, Animoca, KKR, Worms, Philip La, Gala Games

    Khaled from Illuvium, Will from Department of Fun, Emily from eGirl Capital are joined to discuss the weekly news and updates in blockchain gaming.

    Introduction (0:00)

    Worms NFTs (2:22)

    Gamestop dumps granted IMX tokens (7:22)

    Gucci enters the Metaverse (11:58)

    Lessons from Second Life (17:15)

    Lessons from MMOs (21:05)

    Animoca to raise $500m round led by KRR (22:39)

    VCs will dump unlocked tokens this year (26:36)

    Zynga plans to launch an NFT game this year (28:12)

    Should Zynga acquire a web3 game? (33:07)

    Philip La joins Axie Infinity & Season 20 Updates (39:57)

    SLP is up 4x in 4 days! (42:42)

    Pegaxy Update (50:19)

    Pixelmon raises $70m from primary NFT sale (51:42)

    Gala Games to invest $5bn in NFT games, movies, music (56:19)

    Disney to hire an NFT business developer (1:01:01)

    …

    Useful Resources:

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

    Khaled’s Twitter - https://twitter.com/KAlroumi_

    Will’s Twitter - https://twitter.com/will_luton

    Emily’s Twitter - https://twitter.com/AutomataEmily

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

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

    1 hr 4 min
  • Games #2: Pegaxy - Economy Deep Dive

    Pegaxy has been pretty popular among the blockchain gaming community in recent weeks as the Pega NFT supply almost tripled in the last 40 days and PGX is up 4x since year-to-date. Ethan Levy from N3twork, Rich Cabrera from Ready Player DAO, NFT Guru from MTTM and tokenomics expert Josh are joined to discuss Pegaxy and its economy.

    ...

    Intro: (0:00)

    Pegaxy’s Economy: (4:48)

    Gameplay & Ponzinomics: (7:02)

    Building Momentum/Pace (14:39)

    Internal Scholarship Tool (16:12)

    Do Guilds Dump? (21:25)

    What Pegaxy Learned from Axie’s Mistakes? (26:22)

    Core Team (29:53)

    Designing a Sustainable Web3 Game (30:37)

    Governance & Community (36:03)

    Why Pegaxy Won Over Other P2E Games? (43:45)

    Scholarship Split (46:45)

    Pegaxy’s Longevity (49:22)

    PGX Treasury & Vesting Schedule (54:44)

    Recommendations to the Core Team (1:00:00)

    ...

    Useful Resources:

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

    Deconstructing Pegaxy’s Economy - https://defivader.medium.com/deconstructing-pegaxys-economy-e7dfd0bf50ff

    Ethan Levy’s Twitter - https://twitter.com/FamousAspect

    NFT Guru’s Twitter - https://twitter.com/NFT_Guru

    Rich Cabrer’s Twitter - https://twitter.com/ReadyPlayerRich

    Josh’s Twitter - https://twitter.com/JDHyper

    1 hr 9 min
  • Blockchain Gaming Weekly #1 - Axie, RON, Pegaxy, Sandbox, Reddit, P2E

    Khaled from Illuvium, Eric from Superlayer, Leo from Fief Guild and Asobs from Champion NFT Gaming and are joined to discuss the weekly news and updates in blockchain gaming.

    Introduction: (0:00)

    Axie Infinity: (2:07)

    RON Token: (6:34)

    The Rise of Pegaxy: (13:00)

    Sandbox’s LAND problem: (25:28)

    Warner Music and Carrefour enters the Sandbox Metaverse: (43:35)

    Reddit NFT PFP: (46:51)

    YT Head of Gaming joins Polygon: (48:35)

    Mechanism Capital raised $100m P2E fund: (55:26)

    Acquiring Whales through P2E: (57:08)

    P2E Genres: (1:01:53)

    …

    Useful Resources:

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

    Khaled’s Twitter - https://twitter.com/KAlroumi_

    Asobs’s Twitter - https://twitter.com/Asobs_CNG

    Leo’s Twitter - https://twitter.com/Best_coder_NA

    Eric’s Linkedin - https://www.linkedin.com/in/eric-guan-6b122875/

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

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

    1 hr 11 min
  • Guilds #5: Earn Guild - Banking the Unbanked Scholars

    Earn Guild is one of the most promising guilds with 1500+ scholars and innovative plans to onboard unbanked scholars to P2E through providing their Earn Guild branded Mastercard cards. Earn Guild’s founder Darren Olney-Fraser is joined to discuss:

    What problems do scholars have when converting from crypto to fiat?

    What is the idea behind Earn Guild Mastercard?

    How they plan to onboard the unbanked to P2E?

    What ROI they’re looking for in-game NFT investments?

    What earnings target do they set for new scholars?

    How did they scale scholars from 10 to 1000?

    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

    Earn Guild - https://www.earnguild.io/

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

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

    ...

    Intro: (0:00)

    Earn Guild: (0:46)

    Scholars: (3:53)

    Growth: (4:55)

    Scholar Selection (8:09)

    Funding: (11:50)

    Game NFT Investments: (12:57)

    Earn Guild Mastercard: (26:00)

    Crypto to Fiat Flow: (27:58)

    Banking the Unbanked Scholars: (32:25)

    Fintech Opportunities: (35:38)

    Physical Card: (37:17)

    Onboarding the Unbanked to P2E: (39:40)

    Credit Scoring for Scholars: (42:25)

    Future of the Guilds Landscape: (46:00)

    Token Sale: (50:04)

    53 min
  • Games #1: Thetan Arena - Economy Deep Dive

    Thetan Arena has been one of the most popular P2E games after Axie Infinity, reporting 20m+ players and THG trading at $1+ FD market cap. Khaled Alroumi from Illuvium, Karan Gaikwad from Nukebox and Asobs from Champion NFT Gaming are joined us to discuss Thetan Arena’s economy.


    • How is Thetan Arena’s economy different from Axie Infinity’s?

    • What are some of the design and sustainability problems with Thetan Arena’s economy?

    • Thoughts on Thetan Arena NFTs with max battle limit

    • Why THC isn’t being burnt?

    • The motivation behind the discounted box sales?

    • What is the real DAU count and what % are represented by bots?

    ...


    Useful Resources:

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

    Thread on Thetan Arena - https://twitter.com/DeFiVader/status/1473679361303887878 

    Khaled Alroumi’s Twitter - https://twitter.com/KAlroumi_

    Asobs’s YouTube Channel - https://www.youtube.com/c/ChampionNFTGaming

    Karan Gaikwad’s Linkedin - https://www.linkedin.com/in/karanrgaikwad/

    Thetan Arena’s Website - https://thetanarena.com/

    Thetan Arena Buyback Program - https://medium.com/@ThetanArena/thc-burning-and-converting-program-1-2eedc5d75f16 

    ...


    Intro: (0:00)

    Thetan Arena: (1:50)

    Gameplay: (3:24)

    Hero ROI: (7:15)

    MMR: (11:00)

    Expired Heroes: (16:15)

    Box Sales: (29:10)

    THC Burn: (32:28)

    Binance Hot Wallet: (56:18)

    Discounted Box Sales: (59:17)

    Player Count & Bots: (1:06:52)

    Recommendations for Thetan Arena: (1:17:56)



    1 hr 22 min
  • Guilds #4: BAYZ - Building Blockchain Gaming Awareness in Brazil

    BAYZ is the largest guild in Brazil and raised a $4m seed round led by YGG with the participation from Delphi, Bitkraft, Fabric and Arca. BAYZ’ co-founder Joao Borges is joined us to discuss:


    • How to find the first 10-50 scholars?

    • How content creators help improve blockchain gaming awareness?

    • The details of the YGG partnership

    • How BAYZ makes game and NFT investment decisions?

    • The tradeoffs between social-focused guilds and profit-focused esports teams?

    • Which blockchain games are most suited for esports?

    ...


    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-

    BAYZ Twitter - https://twitter.com/bayzgg 

    BAYZ Seed Round - https://medium.com/@bayzgg/bayz-close...

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

    ...


    Intro: (0:00)

    BAYZ: (0:30)

    Mobile Esports: (1:15)

    Scholar Count: (4:42)

    Seed Round: (5:10)

    Content Creators: (6:24)

    First 50 Scholars: (8:13)

    Influencer Channels: (13:55)

    YGG Partnership: (14:48)

    BAYZ Earnings Share & Team Structure: (17:22)

    Internal Game Investment Team: (18:29)

    Game Investment Due Diligence: (20:56)

    NFT Investment Decision: (24:26)

    Games Invested: (25:46)

    Blockchain Gaming Esports: (27:15)

    Value Add to Games: (29:50)

    Esports Teams vs Guilds: (31:35)

    Scholar Performance Management: (37:07)

    Lifestyle Brand: (38:30)

    Advice to Upcoming Guilds: (40:14)

    BAYZ Roadmap: (41:25)

    End: (44:00)


    45 min
  • Guilds #3: Blockchain Space - Guild Tools

    Blockchain Space is one of the most popular guild tool providers with almost 4k guilds using their core Discord bot product. They previously raised a private round led by Animoca and Spartan. Blockchain Space’s founder and CEO Peter Ing is joined to discuss:  

    • What the future of the guilds landscape looks like
    • What the drawbacks are for asset-heavy guilds models
    • What the appetite is for guild M&As
    • Why there won’t be only 1 guild tool provider
    • Why there will be different guilds in different jurisdictions
    • Why Blockchain Space targets micro guilds
    …  
    Intro: (0:00)
    Background: (0:15)
    Blockchain Space (14:20)
    Asset-Heavy Guild Model (18:38)
    Future of the Guilds Landscape (20:28)
    Guild M&A (23:47)
    Local Guilds (27:12)
    Discord Bot (29:22)
    Other Products (33:00)
    Micro Guilds vs Macro Guilds (43:51)
    Guild Tools (45:55)
    Competition (48:27)
    Roadmap: (53:29)

    57 min

About Vader Research

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Vader Research is a thesis-driven research firm dedicated to the long-term development of Web3 Gaming. We are a fundamentals-driven research firm that makes data-driven decisions.