3) Web3 gaming thesis
Ryze sees Web3 being used to create (1) supercharged Kickstarters and (2) the next wave of venture-scale gaming companies.
I recommend reading Metaversus, which goes in-depth into the cycles of Web3.
Web3 Gaming Thesis: Villages & Citadels
Web3 will have a barbell impact on gaming. Villages, and Citadels.
1. Supercharged Kickstarter, cozy warm crypto
2. Citadels -- that use web3 tech to create incredibly efficient unit economics
There will be new cycle enders. More posts coming.
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