
Jihoz.ron|Oct 05, 2025 19:11
Summary of what i remember from this panel:
1. Crypto is entering the era of institutional adoption.
Web3 gaming, besides the obvious requirements of making good games with working economies, must also embrace financial engineering via as ETFs and DATs. This has been the main thing that’s worked this cycle.
microstrategy and bitcoin etf for bitcoin
eth etf and bitminer for ETH.
while sentiment is bad this is because typically token buyers and users are two different archetypes.
the gamers are not going to have enough capital to get the valuations to where they need to be.
but the traction is much more than it was last cycle and large investors will
move in and re-rate gaming tokens via a rotation and some point. gaming founders need to continue to build and also get better at pitching institutions + wall street
2. onboarding web2 publishers is important
for example: ronin is working with Gravity, Zentry, Maxxion on @ROL_Genesis. tens of thousands of players. millions in revenue. blockchain invisible to most users. 80% are normie muggle gamers that play on the nft server(Jihoz.ron)




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