Ripple's partial win against the SEC is setting off shockwaves across crypto. This is the 30min opinion commentary on the case you can't miss.

❗Don't miss Lewis' previous podcast with us explaining DLx Law's thesis piece, The Ineluctable Modality of Securities Law: https://youtu.be/TuSijQS6utA

Sit down with Sam Peurifoy of Playground Labs & Lewis Cohen of DLx Law, who famously penned the massive (& likely Ripple-impacting) thesis piece the "Ineluctable Modality of Securities Law" earlier last year, which has been included in an amicus briefs filed by Paradigm. The crux of the argument is that while certain issuer-to-investor transactions may be correctly labeled as securities transactions, there's a lot more nuance to the story when you move into secondary transactions which may not involve the original issuer (or token creator) at all. 

Lewis' Twitter: https://twitter.com/NYcryptolawyer
DLx Law's Twitter: https://twitter.com/dlxlawllp
Sam's Twitter: https://twitter.com/SamPeurifoy
KAP Games' Twitter: https://twitter.com/KAPGamesGG

--------

Listen on Buzzsprout: https://www.buzzsprout.com/2006743/13227456

Watch on YouTube: https://youtu.be/Q8LI4_Q7HSg

--------

0:00 - Intro
1:00 - Ripple Case Overview
3:10 - The Four Big Categories
6:10 - Sales on Exchanges, "Programmatic"
9:20 - Impact to Exchanges & Projects
11:00 - Ineluctable Modality Thesis
14:15 - Decentralization in Background
19:00 - No Issuer-to-Investor Txs on Exchanges
22:10 - Are Tokens Commodities?
25:30 - Employees & Service Providers Sales
29:00 - Airdrop & Service Implications
33:30 - Founders & Insider Sales
36:45 - Concluding Thoughts
37:30 - Outro

--------

Sam is the CEO of Playground Labs, a web3 venture studio, and  he is a Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of web3 asset management SaaS tools.

The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.

--------

#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment #metaverse #roblox #fortnite #uefn #creativemode

What happens when real studios start building games inside of Fortnite, Roblox, and Minecraft? What's Walmart got to do with the metaverse?

Join Yon Raz-Fridman, CEO at Supersocial, a studio and agency producing games and experiences for brands across platforms like Roblox, Minecraft, Fortnite, and other emerging web3 projects, as we dive into what makes brands so excited to get into the metaverse. Supersocial touches on a core theme of interest of ours in 2023, which is the intersection of commercial interests with user-generated content on supportive platforms. 

We dig in on commercial interactions with UGC tools and the "metaverse," how player numbers look in branded experiences, and what's next for the space as a whole. Yon is at the ground level of the movement, and his experience in working with brands to bring their experiences to life is an excellent lens with which to view the current ecosystem.

Yon's Twitter: https://twitter.com/yonatanrf
Supersocial's Twitter: https://twitter.com/SupersocialPlay
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO

--------

Listen on Buzzsprout: https://www.buzzsprout.com/2006743/12817713

Watch on YouTube: https://youtu.be/VkVcRgmb2pM

--------

0:00 - Intro
0:40 - Yon & Supersocial's Background
1:50 - Size of Supersocial
2:55 - What do Brands Want in Game Worlds?
4:20 - What Platforms do Brands Prefer?
6:25 - Monetization
8:04 - Transmedia
11:30 - Web3 and UGC
16:35 - Will Brands Will Stay in Virtual Worlds?
18:55 - AI in UGC
20:40 - Advice for New Builders
21:40 - Outrp

--------

Sam is the CEO of Playground Labs, a web3 venture studio, and  he is a Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of web3 asset management SaaS tools.

The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.

--------

#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment #metaverse #roblox #fortnite #uefn #creativemode

Data drives product and investment direction, but web3 data is noisy. What's the best data we have say about on-chain gaming?

Pedro Herrera, head of research at DappRadar, a prominent dapp distribution store and data aggregator in the space with a prolific history of quant-heavy reports. Their recent games reports give some of the best consolidated overviews of the sector we have, and help shed light on some of the macro trends that could underpin the next major movement in web3.

We dig in on how DappRadar collects data, what it sees in the future of gaming, and where some of the current data collection practices need improvement in the space. Pedro’s position at DappRadar overseeing analytics and research puts him in the perfect position to comment on that data.

DappRadar's Twitter: https://twitter.com/DappRadar
Sam's Twitter: https://twitter.com/SamPeurifoy
Kapital DAO's Twitter: https://twitter.com/KapitalDAO

--------

Listen on Buzzsprout: https://www.buzzsprout.com/2006743/12723101

Watch on YouTube: https://youtu.be/su-EULyUlLY

--------

0:00 - Intro
0:50 - Pedro's Background
2:05 - Data of DappRadar
3:37 - Trends Driving Gaming's Dominance
6:55 - How Many Players Are in Web3?
10:50 - What Data is Missing
13:22 - What Data Sources Exist
17:46 - Advice for New Builders

--------

Sam is the CEO of Playground Labs, a web3 venture studio, and  he is a Partner & Head of Interactive at Hivemind Capital, a crypto-focused multi-strategy fund. Follow him on Twitter @SamPeurifoy. Web3 Wednesdays are sponsored by the Kapital DAO, the leading provider of web3 asset management SaaS tools.

The views expressed here are those of the individuals quoted and are not the views of the authors' employers or affiliates. Certain information contained in here may have been obtained from third-party sources, including from portfolio companies of funds managed by the authors' employers or affiliates. While taken from sources believed to be reliable, the authors have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; the authors have not reviewed such advertisements and does not endorse any advertising content contained therein.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by the authors or their affiliates.

--------

#nfts #blockchain #crypto #web3 #smartcontract #gaming #nftgaming #playtoearn #venturecapital #gamedevelopment