Double-dip on rewards through these P2A campaigns

GC ALPHA 25

Disclaimer: None of this information should be taken as financial advice. DYOR + I will hold some of the assets that are spoken of in this newsletter.

(P2A) EVENTS & SOCIALFI

FABLEBORNE S3

• Fableborne launched S3 of its P2A campaign, including new events and gameplay mechanics, and new ways to win rewards

  • This is the schedule for S3:

    • Nov 20: the season goes live and starts with campaign gameplay

    • Nov 21 - 28: 7-day PvP event

      • This event has a prize pool of 2.5M Gold Essence

    • Nov 28 - Dec 2: 4-day Siege Survival Event

      • This event also has a prize pool of 2.5M Gold Essence

    • Dec 2 - 5: 3-day endgame PvP Event (Ronin Rampage)

    • Dec 5 - 8: 3-day campaign

  • Make sure to claim all your rewards at the end of each event. Also, for every event only the top 10,000 players will be rewarded with Gold Essence

• New reward system (Fortune Pass)

  • Players can buy a Fortune Pass this season for 10 RON

    • The pass increases the number of Fortune Keys and rewards earned, but it’s not mandatory to earn during this season

    • It will have a limited availability and seems worth it if you plan to participate in this campaign actively

  • As players progress the campaign they earn Fortune Keys, used to open chests, containing Gold Essence, POWER, Ronin Vouchers, Primordial Vouchers, and Axie NFTs

G7

• A few days ago Phase 2 of G7’s Credits Campaign launched - there are 4 ways to win Credits (Credits = G7 token allocation):

  • Referrals: win a 20% credit bonus by referring friends

  • Fableborne Lootdrop: complete the 6 Fables (quests) and compete for the prize pool of 2M Power tokens, 2M Gold Essence, and Credits of course

    • The first two are only rewarded to the top players (top 10% and top 11-20%)

    • Also one of the better campaigns to acquire both Fableborne-native and G7 rewards for

  • Boomland Lootdrop: this opportunity expires in a couple of days, meaning there isn’t much of a point to start competing for the BOOM prize pool.

    • However, you can still complete the quests to get the 500 Credits

  • Compete in Factions: factions are competing for $50,000 and 37,500 Credits. By joining the Kronicles guild (code: RAIDEN) you earn additional rewards based on your participation

FLASH EVENTS

• Immortal Rising 2 is releasing its flagship P2A campaign soon

  • Pre-register by the 27th and claim your SBT for additional rewards

• Chronoforge’s pre-season is now live (since Nov 22), with 500K in RIFT rewards

  • Note: only the top 200 ranked players will earn here, making it difficult to still secure a leaderboard position

• Spellborne released the PvP Leagues feature

  • Compete in ranked or random leagues to win rare items and boosted monsters

• Valeria Games is releasing Land Before the War on mobile on Nov 29

  • The game will be part of XAI’s P2A campaign

• Captain and Company released its Early Access pre-launch on Nov 20

  • This release comes with a bunch of new content a prize pool of 400K Blast Gold and $2M in CNC tokens

• Aavegotchi’s P2A campaign is now live, with 70% of the GOTCHI token allocated to the campaigns

  • Note: you need an active Geist membership to claim your token allocation

MARKET TALK

ZENTRY WP INSIGHTS

• Recently Zentry released its whitepaper - let’s point out some of the highlights:

  • To make my job easier, Jarindr already posted a high-level TL:DR. I will provide a bit more context, using the contents of the whitepaper

    • Key highlights:

      • The play economy: the next evolution of P2E - gamification x real-world value

      • Economic engines: distribution, commerce, infrastructure, and treasury align economic incentives with user engagement

      • Metagame: creating the “Game of Games” ecosystem enabling a real-life MMORPG experience

    • ZENT’s Dual Value:

      • ZENT will both provide economic and utility value to players, not only rewarding holders but also incentivizing them to contribute

        • Economic value: staking rewards, restaking benefits, and buybacks

        • Utility value: in-world utilities, holder privileges, metagaming currency

    • The components of the Zentry universe:

      • Nexus: the social hub for Web3 and gaming culture

      • Radiant: the cross-platform metagame app, overlaying both Web2 and Web3 games

        • A gamification layer that creates your gamer's reputation

      • Vault: a dynamic reward program

      • Maxion: the Web3 publishing arm

    • Maxion studio: Maxion is Zentry’s flagship Web3 game publishing arm that aims to bring popular traditional gaming titles into Web3

      • So far the studio has done over $13M in revenue with more than 500K users, with 0 incentives or a (native) token. These numbers are driven by the success of Ragnarok Landverse

        • Ragnarok Landverse is the Web3 version of the original Ragnarok MMORPG

      • The studio has 4 more titles in the pipeline and will have a separate Maxion (MAXI) token in the future

      • Furthermore, Jarindr mentions in his Tweet there are plans to potentially acquire/partner more game studios

    • The Zentry Vault: there will be a dynamic staking mechanism, that allows users to stake (“infuse”) their ZENT tokens and generate fragments

      • The “infusion status” influences the yield power of in-game resources and exclusive opportunities to enhance the experience in the Nexus and Radiant

      • Fragments will be burnable to take a share of Vault Drop rewards, which will grow as Zentry’s investments, nodes, staking, and partnerships grow. I.e. rewards will be evolving

• It’s a lot to digest, but overall, I am fairly bullish (NFA) on Zentry becoming a holistic gaming reputation, social, and earning platform that has the content and means to retain users

  • Importantly, they also want to make their holders win

UNDERSTANDING THE WEB3 GAMING MARKET

• Yesterday, Kevin Lambert, one of the co-founders of Project O released an article called: Understanding the Web3 Gaming Market: Billy, Vinny, and Chad

  • It’s an interesting piece on understanding the user personas of this space and what the spectrum of motivations looks like

• Here are some of the article’s highlights:

  • What’s a persona? It’s a way to separate people into categories based on who they are, what their needs and goals are, what their motivations are etc.

  • Lambert concludes there are 3 core personas and a couple of hybrids in Web3 gaming:

    • Billy: the traditional (Web2) gamer - his primary motivation is fun while playing games. He will spend money on buying games and IAPs or subscriptions

      • The enjoyment of this persona comes from experiences intrinsic to the game

    • Vinny: “Show me the money” - his primary motivation is profit. He thrives on speculation and seeks to maximize returns with minimal time investment

      • Games are primarily seen as investments, but he also cares about the quality of the games, especially the ones he invests in

      • Vinny participates in land sales, and airdrop campaigns, collects rare collectibles, and gets satisfaction when being right about an investment. The latter leads to the motivation to become an ambassador

    • Chad: “Games without ownership are what web2 is for.” - his primary motivation is fun, however this persona also has experience with blockchain and owns his wallets

      • He enjoys digital ownership for the experience and collects for social status

      • He places a higher value on being part of a growing community than Billy

      • Chads participate in DAOs, value collective decision-making, and community contribution

  • Furthermore, that are some hybrids of the aforementioned personas:

    • Vinny/Chad: the Web3 degen, P2E Guild member, and Web3 gamer

    • Billy/Vinny: pro gamer or content creator

• In 2022 I read a different article on Web3 gaming personas by Nami, they categorized users under the following personas:

  • Inside of games: Killer, Socializer, Achiever, or Explorer (Bartle’s player types)

  • In open Web3 economies: The profit-maker, the collector, the early believer, the big spender, the rent taker, the rarity hunter, and the holder

• Overall, it’s interesting to see how motivations will evolve, and ideally, more participants become interested in the tech, than just profits (Vinny > Chad)

• Are you a Billy, Vinny, or Chad?

ON THE RISE

• Mythical Games is developing FIFA Rivals, an arcade-like mobile game, with an emphasis on esports

• Parallel announced they’re launching the PRIME chain on B3

• Ronin is going permissionless in Q1 2025, meaning there will be more games, apps, and DeFi coming to the chain

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