Investment Themes in Web3 Games

Shannon Low

April 11, 2023

Gaming: The Gateway to Mass Adoption

Web3 gaming represents one of the most promising paths to mainstream blockchain adoption. Our gaming thesis focuses on fun-first experiences that leverage blockchain for genuine gameplay enhancement.

Beyond Play-to-Earn

The next generation of Web3 games moves beyond simple earn mechanics:

Player Ownership: True ownership of in-game assets
Interoperability: Assets that work across multiple games
Community Governance: Players shape game development
Sustainable Economics: Token models that enhance rather than exploit

Infrastructure for Gaming

Successful Web3 gaming requires specialized infrastructure:

High-Performance Chains: Low latency and high throughput
Gaming SDKs: Easy integration for traditional game developers
Wallet Solutions: Seamless onboarding for non-crypto natives
Marketplace Infrastructure: Efficient asset trading systems

Investment Focus Areas

We're particularly interested in:

AAA game studios embracing Web3
Gaming infrastructure and tooling
Cross-game asset protocols
Social and competitive gaming platforms