Deepbook and Sui Ecosystem, TAM of GameFi, Lack of First Mover Advantage | Analyst Round Table

0xResearch

In this episode, Boccaccio, Danny, and Ryan from Blockworks Research discuss Deepbook and the Sui Ecosystem, the differing approaches taken by Sui and Aptos, and the total addressable market for GameFi. They also covered the concept of first mover advantage, and whether or not it actually exists in crypto.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Resources

Indie Gaming Data: https://gameworldobserver.com/2024/10/16/indie-games-revenue-steam-vs-aaa-titles-vg-insights

The State of Gaming in 2024: https://www.matthewball.co/all/gaming2024

Haseeb’s Take on First Mover Advantage: https://x.com/hosseeb/status/1846927648900923839

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Timestamps:

(0:00) Introduction

(1:22) Deepbook and the Sui Ecosystem

(9:45) Nillion Snippet

(18:20) Sui and Aptos' Differing Approaches

(23:03) The TAM of GameFi

(43:43) First Mover Advantage in Crypto

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.