Past Year Macro Insights


<aside> 🔹 2023 Q1-Q3 Residual Bear Market for Web3 Gaming and More

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<aside> 🔹 Challenging time for any traction related to web3 and gaming

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<aside> 🔹 In Web3 gaming, large addition of “web3” in background movement

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<aside> 🔹 Divergence of sentiment on P2E in West vs East

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<aside> 🔹 2023 End of Q4 → Large momentum picking up across web3 gaming

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<aside> 🔹 Increased important and respect seen into what creators bring to the table

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Past Year Core Takeaways


<aside> 🔹 Despite the market, consistent notable deals, at least 1 per quarter

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<aside> ♦️ Notable challenges in content delivery consistency/timing

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<aside> ♦️ Underestimated timing for material study vs deadline*

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<aside> ♦️ Post timing doesn’t always match timing reco of Kookoo vs game campaign timing

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<aside> 🔹 Strong moment marketing, but very dependent on timing

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<aside> 🔹 On Content, streaming has to be more strategically considered due to unsustainability

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2024 Opportunities & Insights