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War Room - 29 January 2024
Jake Kennis


  • Gaming thesis in general is hard to execute on individual projects so some members see the thesis behind some of the low maintenance exposure assets (IMX and RON).
  • Three index bets in a member’s opinion: IMX, RON and PSI
  • Solana seems more ideal than Avalanche as a gaming hub at the moment in a member's opinion.
  • A member thinks that we are in the pre-candy crush saga of crypto gaming. This is similar to mobile games prior to Candy Crush, which brought forward a new and widely adopted model.
  • Another member invests in big projects with a lot of funding and partnerships giving it is a game of attention. Given how saturated the gaming market is, standing out is key, despite the quality of some games so funding and...