
Sign up to save your podcasts
Or


Staking is a controversial topic, and web3 incentives aren't always well-aligned. What should builders & investors be on the lookout for?
Join guest Carl Hua, CTO & Investment Partner over at Shima Capital, an early stage VC firm that targets disruptive crypto and blockchain technology companies. They’ve invested broadly across the space with holdings in gaming, DeFi, infrastructure, and broad DAO entities. Carl himself has a well-decorated past, where previously led research & development at Ripple’s open source business unit, was the Chief Architect at Celsius Network, and was the CTO for Logos Network. All that in addition to contributing to real-time flight software for NASA at JPL in a previous life. Carl’s experience across the space in building and evaluating both the financial machinations and the technical components of early stage ventures within crypto at large make him a fantastic resource for learning more about how we should be considering big ideas like staking, valuation, and key product performance indicators.
Carl's Twitter: https://twitter.com/carlhua
Shima Capital Twitter: https://twitter.com/shimacapital
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/web3-incentive-misalignment-e08c13045d6e
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/11225877
Watch on YouTube: https://youtu.be/x0iSx19slgc
----------
0:00 - Intro
1:10 - Staking, Controversial Viewpoints
5:28 - "Purchasing Users" With Staking
7:07 - Locking & Vesting, "ve- Economics"
11:38 - Economic Value of Voting
13:08 - Staking Impact on Funding Value
14:53 - Staking in Games
18:28 - How Can Staking Support KPIs?
22:12 - Staking as App Consensus
22:58 - Advice for Builders
24:45 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
Massively multiplayer online games (MMOs) have huge potential in web3, and the first "World of Warcraft" in this new era may set the stage for years to come.
Join guest David Johansson, CEO of Blocklords (MetaKing Studios), alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. Blocklords turned heads earlier this year with eye-catching cinematics & in-engine gameplay depicting a vast game experience predicated on a medieval caste system. It’s one of the first massive multiplayer online role playing games to be released with a foundational web3 gaming tilt, making David a frontline resource for examining trends at the forefront of the industry, and we’re keen to hear his thoughts.
Blocklords Twitter: https://twitter.com/BLOCKLORDS
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/massive-multiplayer-web3-gaming-3ff14acb4c61
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/11175380
Watch on YouTube: https://youtu.be/d02BXYKoKTQ
----------
0:00 - Intro
0:45 - MMOs Historically
3:10 - MMOs Are Built for Ownership
5:32 - Risk Archetypes in Web3 Gaming
8:47 - Marketing NFTs as Not-NFTs
12:00 - Monetizing & Marketplaces
17:45 - Guilds in Web3 Gaming
21:42 - Advice for Builders
22:52 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
_________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
_________________________________
User-generated content (UGC) is king, both in web2 and web3. What does the web3 transition mean for massive players in the UGC space, and how can users capitalize?
Join guest Sebastian Park, Co-founder of Infinite Canvas and Venture Partner at BITKRAFT, alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. Infinite Canvas is a a user-generated content meta-publisher that’s had a huge impact on big titles like Roblox, pushing out dozens of titles that you're likely to have played in the past few years.
Sebastian's Twitter: https://twitter.com/SebPark
Infinite Canvas' Twitter: https://twitter.com/InfCanvas
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/ugc-the-obvious-web3-use-case-3701fe010e23
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/11150607
Watch on YouTube: https://youtu.be/JvAEX3dEEW0
----------
0:00 - Intro
0:45 - What is Infinite Canvas & UGC?
3:02 - Why Does Web2 Pay Creators So Little?
5:30 - Web2 UGC Transition
11:50 - Interoperability in Web3
14:40 - Building Unique UGC in Web3
18:30 - How Does Infinite Canvas Build?
21:10 - Guilds & UGC, "Creator Guilds"
24:35 - Talent Entering Web3 Gaming
26:22 - Regulatory Pressure for UGC
30:45 - Advice for Builders
32:55 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
_________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
_________________________________
Web3 gaming has enormous potential, but devs have to keep users' interests first and make sure economies are driving real social value.
Join guest John Linden, CEO of Mythical Games, alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. Mythical Games is a game company focused on building player-owned economies by incorporating certain emerging web3 technologies. Mythical made a big splash on the scene with its launch of Blankos Block Party, arguably one of the most casual-friendly introductions to the power of user-owned digital assets. Prior to Mythical, John was a Studio Head at Activision Blizzard on both the Call of Duty and Skylanders franchises.
John's Twitter: https://twitter.com/johnwastaken
Mythical Games' Twitter: https://twitter.com/playmythical
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/two-token-games-are-trouble-8a3eb50dcd24
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/11103718
Watch on YouTube: https://youtu.be/5KuO5qi6uTA
----------
0:00 - Intro
0:55 - Key Learnings from Blankos
4:10 - What Even is a "Digital Asset"
6:45 - Building Gaming Asset Longevity
12:27 - Player Archetypes in Web3 Gaming
15:58 - Multi-Token Economies
19:03 - Digital Land Prices & Limits
24:29 - Mythical Games Upcoming
25:19 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
___________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
___________________________________
Can web3 gaming economies be sustainable? Absolutely. Time to get back to the math and away from the ponzinomics.
Join guest Matthew Morris, Sales Director of Machinations, alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. Machinations is a game economy modeling & monitoring toolset that enables developers to calibrate their assumptions and make well-informed gametime decisions on balancing mechanics. Matthew’s experience on the front lines of theorizing around user-owned economies and the subsequent economic mayhem that goes along with such make him a brilliant resource for exploring the advantages of the Machinations system and our broader partnership with them over at the Kapital DAO’s web3 gaming asset management platform.
Matthew's Twitter: https://twitter.com/MatthewSWMorris
Machination's Twitter: https://twitter.com/machinationsio
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/web3-games-will-fail-unless-they-audit-their-economies-750c6ae0fb81
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/11103696
Watch on YouTube: https://youtu.be/Ee8jY4RORrg
----------
0:00 - Intro
1:00 - What is Machinations?
2:45 - Machinations Demo
7:03 - Web3 Design Paradigms vs Web2
13:45 - Predicting Price Movements
16:10 - Industry Moving to Game Audits
17:25 - Guilds Necessitate More Robust Models
20:50 - Machinations Audits x Kapital DAO
26:28 - Stick to the Fundamentals
27:53 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
___________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
___________________________________
Is the web2 gaming industry threatened by web3 gaming, and what tips & tricks can the old web2 companies take from web3, if any?
Join guest Jonah Blake, founder & CEO of Game Fund Partners & RE3W, alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. RE3W is a research and content creation group that sits at something that looks like the nexus of IGN, Bloomberg, and Messari. Jonah's heavy work around web2 gaming investment as well as forays into web3 content curation & ideation are a perfect blend for tackling the web2 to web3 transition in gaming.
Jonah's Twitter: https://twitter.com/RealJonahBlake
RE3W's Twitter: https://twitter.com/realthirdweb
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/what-web2-can-take-from-web3-6794a7944be0
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/11019706
Watch on YouTube: https://youtu.be/T6Aj9vfJKD8
----------
0:00 - Intro
0:54 - Is Web2 Gaming Challenged by Web3?
3:45 - Disruption of Publishers, Games, & Tools
8:35 - User Data in Web3 & Standardization
12:42 - Advertising & NFT "DNA"
15:20 - Web3 Data: Dystopia or Utopia?
17:45 - Staking as a Subscription
24:20 - Web3 Biz Models That Work in Web2?
29:50 - Advice for Web3 Builders
32:10 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
___________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
___________________________________
The status quo in the "metaverse" industry & web3 gaming at large is to artificially limit land, and then sell land parcels at extreme prices. Is there an alternative? Does infinite land work?
Join guest Charles Smith, Co-Founder of Nifty Island, alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. Nifty Island is one of the first games to experiment in web3 with unlimited land for players, and instead relies on putting the focus squarely back on the users to add value to the content itself.
Charles' Twitter: https://twitter.com/charl3svii
Nifty Island's Twitter: https://twitter.com/Nifty_Island
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/infinite-metaverse-land-a-new-paradigm-31b3fce552f7
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/10985672
Watch on YouTube: https://youtu.be/0ZPf9d1a6jA
----------
0:00 - Intro
0:51 - Status Quo of Limited Virtual Land is Broken
5:35 - But, Some Limited Land Makes Sense
9:15 - Land for Network Effects & Core KPIs
12:23 - Investors Are Not Aligned With Players
13:20 - Can Digitally Scarce Land Games Adjust?
16:15 - Free to Play Complements Web3
17:35 - Digital Land Value Taxes
21:10 - User-Generated Content as a Model
23:45 - Costs Go Down, User Revenue Up
26:15 - Gaming as Web3's Killer Use Case
28:40 - Advice for Web3 Builders
30:45 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
___________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
___________________________________
"Staking" is used as a catch-all word in web3, but not all forms are the same. Certain types of staking support the community better than others, and one type in particular might even disadvantage tokenholders.
Join guest Steve Woody, Partner & Community Lead at Sunflower Land, alongside host Sam Peurifoy, CEO of Playground Labs, a web3/blockchain dev company. Sunflower Land is one of the first truly decentralized and fully open-source web3 games, with a remarkably strong community presence driving real gameplay decisions.
Steve's Twitter: https://twitter.com/STEVEW00DY
Sunflower Land's Twitter: https://twitter.com/0xSunflowerLand
Sam's Twitter: https://twitter.com/SamPeurifoy
----------
Read the companion piece to this episode here: https://sampeurifoy.medium.com/stakin...
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/10951953
Watch on YouTube: https://www.youtube.com/watch?v=kpF9d4G7jnA
----------
0:00 - Intro
1:05 - Steve's Backstory, Sunflower Land
4:30 - Early Sunflower Land
5:50 - Sunflower Land Exploit
7:30 - Staking Shocks after Anchor Crash
9:50 - Is Staking Hyperinflationary?
12:40 - Return to a Builder's Ethos
14:00 - Staking as a Decentralization Method
17:00 - Does Staking Belong in Gaming?
23:05 - Advice for Builders in Web3
Crypto game economies are a wreck right now. But there are clear paths forward, and industry trailblazers are slowly converging on real solutions that scale.
Join guests Calvin Zhou, Co-founder of Shrapnel, and Francis Brankin, Head of Economy of Shrapnel, alongside host Sam Peurifoy, CEO of Playground Labs, a web3 protocol dev organization. Shrapnel is the first AAA blockchain game on Avalanche, featuring extraction-based gameplay and zero-sum economics.
Calvin's Twitter: https://twitter.com/metacalvinz
Shrapnel's Twitter: https://twitter.com/playSHRAPNEL
Sam's Twitter: https://twitter.com/SamPeurifoy
----------
Read the companion piece to this episode here: https://medium.com/@sampeurifoy/fixing-nft-gaming-gladiators-lumberjacks-a-thesis-d3d832acb3a6
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/episodes/10895209
Watch on YouTube: https://youtu.be/NsYfEExMbW0
----------
0:00 - Intro
0:55 - Shrapnel's Economy
4:45 - Can Shrapnel Turn Deflationary?
6:20 - NFT Price Support
8:50 - GEAR Buybacks
11:40 - User-Generated Content
15:20 - One vs Two Tokens
19:15 - Governance in Shrapnel
23:00 - Web2 Inspirations for Game Economies
26:40 - Scholarships in Economies
29:10 - "Lumberjacks" and Game Social Fabric
32:15 - Philosophy of "Fun Games"
33:55 - Mutually Beneficial Creator Economies
35:30 - Why Blockchain in Gaming?
37:55 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of institutional web3 gaming asset management tools.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
___________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
___________________________________
Valuation in the crypto space is a tricky topic, and both VCs and builders sometimes don't have all the answers. Shaun and Sam explore the status quo, the problem areas, and solutions for the future!
Join guest Shaun Heng, Head of Spartan labs, the venture studio of prominent Asia-focused venture fund Spartan Group, and host Sam Peurifoy, CEO of Playground Labs, a web3 protocol dev organization.
Shaun's Twitter: https://twitter.com/shaunhengcj
Sam's Twitter: https://twitter.com/SamPeurifoy
----------
Read the companion piece to this episode here: https://sampeurifoy.medium.com/vcs-still-dont-understand-what-they-re-buying-ed341756b865
Listen on Buzzsprout: https://www.buzzsprout.com/2006743/10...
Watch on YouTube: https://youtu.be/2Vdskq_B57U
----------
0:00 - Intro
1:00 - Spartan Labs
2:25 - How Do You Approach Valuation
4:35 - Tokens vs Equity
9:05 - NFTs in the Value Accrual Mix
12:25 - Pure Crypto Revenue Businesses
16:55 - Regulations & Reporting Requirements
18:22 - Gaming Valuations Robust?
23:58 - Value of Governance
29:35 - Advice for New Founders
30:55 - Closing Thoughts
31:25 - Outro
----------
Sam is the CEO of Playground Labs, a web3 protocol dev organization, and Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy.
The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.
----------
#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment
___________________________________
Music from Free To Use Music
Track: 'Neon Metaphor' by 〈 e s c p 〉
https://youtu.be/OG3zqpIT6gk
___________________________________
From the publisher's feed
Hardcore crypto nuance and developments for degens and bigbrains alike. Conversations and interviews with the top minds across blockchain, venture capital, defi, consumer apps, and gaming.