jonathan huang
@fareastwitcher
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figuring things out in tech and gamingš¾š®š¹ļø | Investing @bitkraftVC | Prev TMT Investing @temasek
Joined March 2013
0/ Been thinking deeper about web3 games and penned down my thoughts before heading back full steam into office.
jonhuanggg.medium.com
Most web3 games are going to fail
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yeah gonna buy every single game here
New Black Myth titleāofficially unveiled today!. No ghosts walked the earth till born of human heart;.Onstage and off, immortals fall to fiendsātheir perfected art. Indoors and out, the judge is bound by the same household ties;.The sun is veiled, the moon unmovedāwho decrees who
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IMO we donāt need current market participants to price protocols based on their fundamentals, I have reconciled with myself that itās never gonna happen. I actually had a long discussion with many friends and colleagues on this: can a market that self-selects for speculators,.
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every other day a web3 gaming critic and web3 believer draws swords at each other, arguing about the same things that have been argued for years with no resolution. critics are right about the flaws with current implementations and believers are also right about the potential of.
why would it be better for the game company for their game to be onchain?.
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this has to be ragebait.
Itās unpopular to say, but itās true:. You canāt vibe anything useful rn. You can barely vibe a working product. And there are still virtually zero examples of anything even moderately useful/successful that was vibed - especially considering how much money has been spent so.
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RT @SpotZero_Game: Rifts open. Time bends. Fenrir howls. šŗš. Todayās #DevLog spotlights our boss updateāa brand-new Time Rift phase that waā¦.
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RT @YieldGuild: Using profits earned from @LOLLandGame revenues, we've completed a $YGG token buyback of 135 ETH (valued US$518k at time ofā¦.
medium.com
Following the successful launch of the game publisher, YGG Playāāāand the release of its first title, LOL LandāāāYield Guild Games (YGG)ā¦
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@cursor_ai @grok For folks asking, I started by telling GROK my goal -- "I want to vibecode [ ] but I have zero experience. Help me with a step by step guide on how to do it". Then give GROK a ton of context "I want to build a top-down, isometric 2.5D dungeon crawler that has a Diablo aesthetic".
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This weekend I found myself completely lost in vibecoding what I've always wanted to build: A Diablo-like, 2.5D isometric fantasy dungeon crawler (I am not known for my originality). I used @cursor_ai as the IDE and alternated between @grok and Claude Sonnet to build out the code
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for those looking for more interesting content other than the typical āweb3 gaming is deadā drivel . BITKRAFT isnāt the most vocal VC on CT but we put our money where our mouth is. Web3 gaming continues to get funded, you just need to know where to look. going forward weāll be.
At BITKRAFT, we back bold bets. Not just ambitious ideas, but the teams with the pedigree and firepower to bring them to life. We believe @DPS_Studios is exactly that. Theyāre building @ReaperActualDPS, a persistent open-world shooter layered with deep RPG systems, something the
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RT @PartyIconsOGX: We canāt take the āWHEN CB3?ā DMs anymoreā¦ so hereās a first look. š§. š Yes, itās going to be a Summer Party. And yes āā¦.
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Well well well.
Itās a hefty 206-page research paper, and the findings are concerning. "LLM users consistently underperformed at neural, linguistic, and behavioral levels". This study finds LLM dependence weakens the writerās own neural and linguistic fingerprints. š¤š¤. Relying only on EEG,
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In god we trust, all others must bring data.
anyone else worried that futures generations will overly rely on LLMs and inadequately develop critical thinking faculties? . what is the case against this?.
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Very nice. Good size. Looking thick, solid, tight. Keep us all updated on your progress.
Founding GP @JensHilgers spoke with @SquawkCNBC this morning to talk tariffs and games, exploring questions like:. ā”ļø What does this mean not only for console players, but PC gamers?. ā”ļø What will happen when tech requirements go up for games and new hardware is needed?. ā”ļø How
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the bear take is that the industry is optimizing towards a local maxima rather than exploring genuinely new monetisation models. the bull take is that mobile is increasingly discovering proven replicable playbooks and can derisk new content development which ultimately implies.
think itās a largely underobserved trend in mobile that there is an old yet growing trend of games attracting users via different sorts of onboarding techniques (be it UA innovation or product innovation) but eventually lead users back into a 4X game as an evolutionary response
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think itās a largely underobserved trend in mobile that there is an old yet growing trend of games attracting users via different sorts of onboarding techniques (be it UA innovation or product innovation) but eventually lead users back into a 4X game as an evolutionary response
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uh oh now everyone knows my DP is a catfish . I mean what I said tho.
š®āGames are more than entertainmentātheyāre where new technologies get tested, adopted, and refined.ā ā @fareastwitcher, Partner at BITKRAFT Ventures. Jonathan recently shared how BITKRAFT approaches investing in the future of interactive media --from player-driven economies to
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Words of data-driven wisdom from @AsafNadler.
You raised a $7M seed from Silicon Valley VCs. You hired a KOL agency in Dubai. But your users, theyāre in Lagos, Manila, SĆ£o Paulo, Accra, and Jakarta. Still think you know your market or should I let you in on a secret thatās gonna determine your success?. If youāre a
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