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The Delphi Podcast

Delphi's Gaming Year Ahead 2025

Dec 6, 2024
Piers Kicks, a contributor to the Delphi Research team, dives into the dynamic world of Web3 gaming. He discusses the major breakthroughs in 2023-2024, including the console launch of Off The Grid and the success of mobile games like FableBorn. The conversation highlights shifting funding strategies, ecosystem changes with rising players like Ronin, and the integration of AI in gaming. Kicks also shares predictions for 2025, emphasizing the growth of user-generated content and the evolving relationship between gaming and blockchain technology.
01:20:24

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Mobile gaming is identified as a significant growth area for Web3, evidenced by FableBorn's impressive player retention without heavy marketing.
  • The funding landscape for Web3 gaming remains strong despite a decline from previous highs, with investors prioritizing projects showing tangible results.

Deep dives

Current Gaming Landscape Overview

The gaming sector has experienced a mixture of successes and challenges, particularly with several notable token launches earlier in the year, which have since plateaued. While projects like Big Time and Pixels saw early attention, the rising popularity of meme coins and AI token markets has outperformed the gaming sector, leading to a reduction in player liquidity. This oversaturation risks competition among a limited player base, making user acquisition increasingly challenging. Nevertheless, optimism remains for upcoming projects and key milestones expected to shape the gaming landscape into 2025.

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