Blockchain Gaming World

The Sandbox reveals mobile shooter NEXT, Wildcard's WC token goes live on 26 March, AlphaTON buys GAMEE.
[2:29] The Sandbox has announced standalone mobile battle royale game NEXT.
[2:47] The Sandbox's vision for mobile has never been strong. This is a new start.
[4:55] More important than the game itself, NEXT is a symbol of agency and urgency.
[6:50] You have to log into NEXT with your The Sandbox account. Some NFTs are interoperable.
[11:50] Wildcard's 100% community WC token goes live on Arbitrum on 26th March.
[15:33] The question is whether Wildcard can attract enough players to start the WC flywheel.
[17:23] AlphaTON has acquired 60% of Animoca's GAMEE Telegram gaming platform.
[24:07] Animoca has partnered with Ava Labs to push Avalanche in Asia and Middle East.
[28:40] Jon's been messing around with Stripe's AI agent-centric Tempo blockchain.
[32:50] He's also got Claude Code to automatically set his tactics in Soccerverse.
[37:38] What happens to games when AI agents can play them better than humans?

EVE Frontier's Cycle 5, Night Crows' NFT Crusade, Shrapnel's early access and 1,000th Substacks!
[0:43] EVE Frontier has launched Cycle 5, which will run for the next 3 months.
[6:50] Changes include defensive turrets, collaborative options, tweaked ship controls, new ships.
[8:10] You can also build and optimize Shells, the game's clone characters, for the first time.
[9:14] Feral AIs are more aggressive in behaviors.
[10:09] The game is also now using the Sui testnet, and for its $80,000 Hackathon.
[13:44] Will EVE Frontier be the first successful blockchain game?
[16:20] Night Crows is launching its NFT Crusade metagame for high-level players.
[18:50] Wemade is committed, integrating blockchain into many of its MMORPGs.
[20:27] It's using blockchain to improve its game's long-term engagement and monetization
[22:06] NFT Crusade rewards players who have collected multiple character NFTs with exclusive gear.
[28:52] Shrapnel has dropped its early access on Steam. It's a 4v4 team mode.
[36:22] Jon published his 1,000th Substack about blockchain games. What has he learned?

Thousands' THOU token, Limit Break's testnet, Cambria presells $1M tokens, FIFA/NFL Rivals NFTs moving to stablecoin Pulse Market.
[2:29] The Thousands streaming platform has announced THOU token, but not many details.
[2:55] This is in addition to Wildcard's WC token. Wildcard is the first game on Thousands.
[4:28] How do Wildcard (game) and Thousands (platform) overcome the Cold Start
[8:58] Wildcard's early access hasn't really taken off yet. It's shifted from 2v2 back to 1v1.
[13:39] Limit Break is announcing a testnet. Very mysterious!
[14:58] MapleStory Universe added 96,000 new and 34,000 returning players via its Winter Update.
[17:48] But the NXPC token price continues to fall; down 93% since May 2025 launch.
[21:34] Risk-to-earn game Cambria raised $1 million from its token pre-sale.
[24:43] Mythical Games is moving NFL Rivals and FIFA Rivals NFTs to its new Pulse Market.
[28:26] Pulse uses USDC on the Mythos blockchain.
[33:51] Jon spoke with Animoca's Yat Siu about the rise of AI agents on this week's podcast.
[40:15] As agents do more online things for us, they will need onchain wallets.

Jon talks to Yat Siu about how agentic AI gives everyone intelligent assistants, unbundles information, forces onchain reputation and saves governance.
[1:23] Why Yat has 9 Animoca Minds agents working for him on different tasks.
[2:15] Yat's AI assistant now handles flight tracking, delays, alerts and pick-ups.
[5:30] Most people will not run OpenClaw but have their AI assistants in email and messaging apps.
[10:30] The magic is persistent memory in a group and combining Animoca Minds together.
[12:04] Why digital identity is so important in a world of humans and AI agents.
[15:20] AI agents will allow web3 to go mass market by changing distribution models.
[22:28] AI agents as an interoperability layer for blockchain.
[30:32] Agents will have to be accredited in some way for other agents to trust them.
[23:38] How AI agents also help with onchain governance.
[32:57] The difference between agents and chatbots - making decisions, not asking questions.
[34:55] The early feedback to Animoca Minds; people are prepared to pay for this technology.
[38:55] Why Yat is still bullish on blockchain games.

Featuring Apptokens, bAXS, Fableborne, POWER, in-game ads in Off The Grid and Wildcard Premier League
[0:43] Bitkraft has invested $3 million into POWER Protocol, the token used by Fableborne.
[3:20] Fableborne is a mobile action RPG that has managed to stay alive through the P2E era.
[6:21] POWER is now also being used by online gambling outfit High Roller.
[10:08] Over the past month, POWER's price jumped 786% due to speculative activity.
[17:45] What are Apptokens?
[19:05] How Apptokens fix blockchain games by restricting speculators from dumping tokens.
[20:56] Sky Mavis has launched bAXS, the Apptoken version of AXS, which is locked into the game.
[23:05] You have to pay an exchange tax ranging from 17.5% to 85% to swap bAXS into AXS.
[26:23] Limit Break is also launching its LBAMM code to support cross-chain Apptoken swaps.
[30:40] Who are Limit Break and why is it building such foundational technology?
[36:04] You can now run in-game ads in Off The Grid.
[42:33] Explaining how the first web3 elements of Wildcard Premier League work.