In this episode, we’re joined by Alex Wettermann, the Head of Gaming at Shima Capital – an early stage VC firm investing in disruptive web3 companies. Alex gives us an overview of the current state of the web3 gaming market, and walk us through the key trends, challenges and potential opportunities within the space. Alex highlights the importance of looking beyond trends like 'play to earn' and emphasizes the need to create net new experiences and novel monetization methods. He also discusses the role of token design, in-game economics, user acquisition and retention, building strong gaming communities, and the unlocks needed for web3 gaming to go mainstream. Finally, we cover how Alex analyses potential investment opportunities, and how Shima actively works with their portfolio companies. Tune in for a great episode about the fundamentals of web3 gaming. Shima Capital: https://shima.capital/ Alex on X: https://twitter.com/awettermann Shima on X (Twitter): https://twitter.com/shimacapital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:40 Overview of Shima Capital 06:49 The evolution of gaming and crypto 10:11 The core value proposition of web3 in gaming 14:43 The state of on-chain gaming 18:42 The challenges of web3 gaming 23:56 The future of web3 gaming 25:34 The economics of in-game assets in web3 28:59 Balancing monetization and gameplay in web3 29:49 Designing games for different types of gamers 30:16 The role of monetization in game design 31:18 The importance of user retention in gaming 32:13 Exploring new archetypes of gamers 32:41 Challenges in game development 33:16 Trends in the current web3 gaming market 33:40 The value of intellectual property in gaming 34:07 The potential of on-chain economies and genre mixing 35:30 Exploring out of app monetization and progressive web apps 37:57 The future of IP licensing and metadata standards 39:38 Investing in the gaming stack 48:44 The role of data in investment decisions 54:46 Working with portfolio companies … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #ShimaCapital #Fundamentals #Gaming #Crypto #tokenterminal