P2A Events, SocialFi, Market Narratives, and more in GC Alpha #1
P2A Events, SocialFi, Market Narratives, and more in GC Alpha #1
GC ALPHA 1
GC Alpha is a new newsletter format where we explore P2A events, SocialFi, market narratives, and alpha more in-depth.
We will continue to send out our regular newsletter every Wednesday. This extra newsletter with new and diverse information will be posted every Monday.
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
The Beacon Frontiers Quest
The Beacon is launching its P2WL event today, which will run from June 10 - June 30.
Phase 1: Earn Prestige Points by completing quests and referring players. Quests differ from in-game challenges to SocialFi, so the tougher the mission, the more points. I’d assume in-game challenges get rewarded the most here. The token allocation for Phase 1 will be small.
Phase 2: Exclusive for Writ of Passage NFT holders - with a higher token allocation.
Phase 3: Exclusive content for NFT holders.
Other important things to note:
You can open chests as you complete missions and earn NFT points, these contain event-exclusive items, medallions (represent token allocations), and ARB tokens.
Players who complete the Main Questline will get into a raffle for the Writ of Passage NFT mint at the end of Phase 1.
Pet NFT Owners get a GTD WL for the mint (will have to pay)
Ultimate Champions European Summer Edition
Unagi is launching its new Euros Fantasy Football game on Base this summer, with a prize pool of $200K in UNA tokens. This plays nicely into the hype of UEFA EURO 2024.
Recently, they also announced the UNA token will launch multi-chain, also on BSC. Considering, Unagi already has ties to Binance, this makes me think we might see a Binance launch.
Sipher Phase 1 started
You can get both points for holding the NFTs + tokens now.
Additionally, they announced their airdrop campaign partners recently, their P2A ambassadors, and have overall been pushing hard on their GTM campaign. Sipher has a good game and raised a big amount, considering they are becoming a game ecosystem as well, it’s worth paying attention to.
Saga Pilot Games
Saga started launching multiple mini-games on its Chainlets: Limitless Lanes, Floki Cyberpunk, MotoDEX, and 2048.
The games aren’t great or anything, however, I am bringing this to your attention as there will be a second Phase to the SAGA airdrop. As all these games are on-chain, they are recording your actions, which might count towards that airdrop (not confirmed though).
Ronin x Coinbase Learn and Earn
Over the next month, you can complete Ronin quests and quizzes to earn RON rewards on the Coinbase app. It takes you around 10 min and rewards you with around $37 in RON now.
FLASH EVENTS
MARKET TALK
TON Gaming
TON just hit another ATH, Notcoin is at a $1.9B market cap, and Telegram recently introduced Telegram Stars (a currency devs can swap for TON), i.e. the TON ecosystem is booming.
Here’s how I would position myself for this narrative:
Play some of the Telegram clicker games if you have some spare time, it can be a nice stimmy if you play consistently.
I would also start looking beyond the Notcoin copies: Anomaly, Cityverse, Nakamoto Games, and GAMETY are a few examples.
Aethir Cloud TGE
Aethir Cloud is launching the ATH token this Wednesday.
With the conclusion of the ATH airdrop campaign they also introduced what’s coming next:
6% of the ATH supply will be allocated to community airdrop, spread over 3 seasons (S3 will have the largest reward pool)
ATH staking is coming + the Aether Cloud Drop claim on the 12th
Aethir is an AI x gaming play, and this narrative generally performs better than just gaming, so I expect this to come out of the gate with a fairly high FDV. Also considering they raised a ton ($100M+) in their Node sale.
It’s time. To lock in. ($N)
Speaking of AI x gaming, AI Arena just revealed they are launching the $N token on Arbitrum. Don’t forget that ArenaX Labs is building AI infrastructure, which means much more value can accrue to the token.
Pirate Nation $BOOTY points coming (and more?)
$BOOTY Season 1 ended yesterday, and the $PIRATE TGE is coming this Thursday as we all know. However, Apix pointed something crucial out that was overlooked by many: “staking for Proof of Play Points”. By focusing on on-chain infrastructure (Multichain | Apex), PoP is well-positioned to become the gaming ecosystem for FOCG. Also, check out this Tweet from February.
ON THE RISE
Avarik Saga is rolling out its P2A campaign + GTM strategy under Surgence
Super Champs is onboarding advisors, putting on the marketing machine, and launching its P2A season
ChainMonsters got acquired recently and will have a huge makeover for the game soon
Seedworld Vanguards NFTs saw a huge spike in trading volume in the past 7 days - upcoming catalysts include soft staking, points systems, and free land NFTs