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• Goblintown introduces the Really Hard Driving Game

  

• Treasure introduces the Mage platform

• Xai introduces Proof-of-Skill

• Goblintown, the iconic NFT collection that launched back in May 2022, had a surprise announcement yesterday, introducing the “Really Hard Driving Game”

  • In this Decrypt article, the developers said it’s going to be a “foddian” game, which is a challenging obstacle course experiment, similar to games like Getting Over It and Only Up

  • Also, remember how Only Up was full of Goblintown NFT Art?

• Overall, it’s interesting to see how multiple NFT IPs are turning into gaming companies over the years (e.g. Claynosaurz, Deadfellaz, and CryptoKitties)

  • Notably, Goblintown was a free collection though, so they didn’t raise tens of millions like some of the others did

• Unfortunately, the game won’t have any crypto or NFT connection

  • The game will only use the Goblintown IP and World

  • However, the game will be connected to Abstract:

    • “Abstract has a big focus on streaming, and we think our game will be one of the most fun games to stream in 2025,”

• Furthermore, we know the game is set to release in 60-90 days

• We’ve experienced how these indie games with incredibly high learning curves and very punishing set-back mechanics go viral from time to time

  • Why? Because they require a lot of skill, bring a lot of emotion (mostly frustration and rage), plus they are easy to understand, which makes for great short-form content

  • These types of games can go viral quickly but also have a short shelf life. I expect this will be a paid game (like $20), as these games are not suitable for in-game transactions or liveops

• Because of this interesting flywheel, Abstract makes a ton of sense. The game looks like a ton of fun from the trailer, so curious about how this all unfolds

• In the continuing “battle” of gaming chains for AI dominance, Treasure released Mage. An agent launchpad and platform for AI entertainment

  • Context: Ronin, Avalanche, XAI, and other gaming chains have been actively launching AI initiatives and grants over the past year

• Mage is mentioned to be “an entire agentic platform” that will create new venues for gaming and entertainment

  • Mage agents are built on top of the Eliza framework and integrated with Treasure’s gaming infra

  • Anyone will be able to launch an agent using “mana”, fueled by the MAGIC token

    • To launch an agent, users will need 100 MAGIC and 69,000 MAGIC (~$16,500) will be needed to reach the bonding curve

  • Including agents that can compete, play, trade, and build with humans and exist in-game, on-chain, and beyond

• The first focus of these agents will be games as their training ground

  • Including driving IP and worldbuilding, autonomous worlds, creating new game types, etc.

  • In this newsletter from early January, we touch upon the idea that “AI AGENTS ARE THE NEW GAMES”

• The launchpad is scheduled to come soon with the V1 of its agent orchestration engine

• All this money poured into AI applications, tools, and platforms, does have me thinking about where all of this is going…

• XAI announced that 40.000 Steam games are coming to its ecosystem through its new Proof-of-Skill (PoS) initiative

  • PoS is a new rewards platform where anyone with a Steam account can connect it to the XAI blockchain, tokenizing player Steam achievements and rewarding players based on achievement rarity

• Here’s how the reward structure works:

  • Players connect their Steam account, which logs their achievements

  • They climb the leaderboard to earn points based on achievement rarity

  • Players earn prizes, being rewarded for their gaming skill

• While PoS is “skill-based”, my concern with this model is how easy it is to game a lot of the Steam achievements

  • I do understand that rarity matters and the most difficult to complete achievements will grant more points. However, we can’t underestimate people running huge AI/bot farms that can accomplish these tasks. Undermining the idea of “skill to earn”

• Furthermore, the idea of bringing Web2 gaming provenance to Web3 is far from new, as the idea has been tried multiple times

  • This is not to shit on the idea, and maybe I am over-critical of Proof-of-Skill, however, I simply doubt whether this will lead to significant UA

• If they were to pull this off, Xai is well-positioned as a data play though. Because (genuine) achievement data on a large player base brought on chain can be very valuable (think custom offers based on player preferences)

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