Sector Thesis · Philosophy
Consumer & Gaming.
Games with real retention, social products with on-chain identity value, niche communities with a reason to live on-chain.
Allocation · ~10%
01 / What we fund
01Games with retention metrics, not just speculative TGE.
02Social and consumer apps where on-chain identity creates real value.
03Niche communities with a specific use case — not “Web3 for everyone.”
02 / What we pass on
01Play-to-earn redux without economic design improvements.
02“Gambling but on-chain.”
03Mass-market consumer apps with no on-chain reason to exist.
03 / In our portfolio
Where we've already deployed.
Legends of Elysium
Tevaera
N3MUS
Playbux
Cookie3
Gaimin
Codyfight
Fanton
Other sectors