E25: LLB - Open Jam - Global Macro, AI Brief, Evolution of GameFi & SocialFi, Angel Investing in Web3 2023, Where are the VCs? Crypto Regulation

Low Level Barbarians (LLB)

Chong Siong, Principal, from Team Rocket Research happened to be in my neck of the woods. I used him as a guinea pig for testing the new studio equipment. This episode was completely unscripted and off the cuff. It was a good learning experience to improve the format in the future. Team Rocket Research (TRR) is a research outfit specializing in DeFi and GameFi, that also actively does angel investing in the space. In this episode we touch upon the global macro environment and its effect on risk capital. We briefly discuss how AI has taken over the current investing and building narratives. More importantly, we talk about Team Rocket Research’s main focus on creating research around GameFi and Social Fi and some thought processes around early stage investing in this space. Towards the end we discuss where the VCs have gone and when they will come back and where Crypto Regulation is headed. Last Episode with TRR: Youtube: https://youtu.be/hZrdP6IDVFE Spotify: https://open.spotify.com/episode/5uX3fK6Wiy1XwZYDvqsKJU?si=734ef988caa24bc8 Referenced Material: TRR 2023 Report - Digital Assets Report 2023 by TRR.pdf https://teamrocket.substack.com/ Intro - 00:00:00 Macro Environment - 00:01:16 AI Brief - 00:03:07 GameFi in 2023 - 00:09:02 Investing in GameFi Fundamentals - 00:11:33 GameFi vs Trad Gaming - 00:17:22 DaPPs - 00:22:19 State of NFTs - 00:25:21 SocialFi - 00:26:28 2022 to 2023 in Crypto (CEX, Governance, Centralization) - 00:30:21 Where are the VCs: 00:33:58 State of Crypto Regulation: 00:36:42