December Outlook Gaming is the narrative I am most bullish on right now.

I am highly optimistic about December Outlook Gaming at the moment.

Author: Sleeping in the Rain, Web3 Gaming Observer Source: X@0xSleepinRain

Good morning, the December outlook is here. Allow me to make a few excuses, I’ve been busy lately and very tired. Every day I’m scanning projects, and I don’t have enough energy to write. But the monthly outlook still needs to be written, so here it is, better late than never, and guaranteed quality.

1. Gaming

Gaming is currently my most promising narrative. The problem now is that it’s not easy to get on board. Therefore, in the end, if we want to participate in the hype of a game asset, we must conduct research and practical operations to support our decision to get in or out.

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I entered Bigtime at around 0.19 and sold at around 0.6.

Other game-related concepts include: RON BERRY Pixels Online/Treeverse/GMT/PRIME.

I hold positions in RON (chain) BERRY (subcoin) Pixels Online Land NFT (game NFT) in order from largest to smallest.

Thanks to Pixels Online, Ronin’s daily active users have reached 115K/day. If you’ve seen Pixels’ official Twitter, you’ll see that they are promoting the upcoming $PIXELS – although we don’t know the specific rules for token issuance, one thing is clear: the release of $PIXELS will attract market attention, and the game will experience new growth. Ronin is also actively marketing Pixels Online.

Based on the official marketing focus, Pixels will be the primary focus for Ronin in the coming months.

In addition, on December 1st, Ronin announced its collaboration with Binance LianGuaiy. This is also something worth paying attention to.

Treeverse

Based on the official promotional content, the development version of Treeverse will be released at the end of December/early January. In the team’s monthly Substack report, they said, “wait for Dec for the big banger!” Personally, I really like the art style of Treeverse.

In addition, Treeverse just completed a new $2.5M funding round.

“This round includes founders and executives from companies like Animoca Brands, Sky Mavis, YGG, Faze Clan, Immutable, Pudgy Penguins, Pixelmon, Pixels Online, Pixel Vault, and more.”

GMT/Gas Hero

The logic behind GMT is simple. Gas Hero can create buying expectations for GMT in the secondary market. However, the performance of GMT’s price has been average… but I’m still holding onto it.

In addition to these, SugarTown is also part of my portfolio, although I only have 2 NFTs. My logic is strange too. SugarTown (a simple parkour game) is a subsidiary of R-star, and R-star is about to release GTA6, which has attracted a lot of market attention. SugarTown has been riding this wave, and who knows, it might gain some market attention as well.

SugarTown has recently posted some PUA content.

LianGuairallel PRIME has been mentioned many times before, so I won’t go into the details. Personally, I am very optimistic about it and have positions.

In addition, in my Watchlist, there are also SLianGuaice Nation (recently did a lot of marketing activities), Gamee, Magic (expectations for chains and new games), Grape, Shrapnel (may release game products in December, good investment background), Meta Merge (Electric Sheep project), Credles (Bigtime imitation disk), and Seraph (excellent game quality)

Of course, there are many opportunities in the gaming sector. When the bull market comes, I don’t have enough energy to check all the projects, so if you have confidence in a certain project, you can leave a message and we can discuss it together.

二、Thorchain

I have already shared a lot about the logic of Thorchain in previous tweets, such as its economic model and its current positioning. I won’t go into too much detail here.

I firmly believe in Thorchain and its forks Maya Protocol CACAO Chainflip FLIP.

三、Solana

Previously, my operations on Solana were focused on scoring, scoring for Jito, Margin, and Solend. Now Jito has already been snapshot, and Solend has settled rewards. In the future, I will shift the focus of scoring to Margin.

As for Jupiter, I personally think that the price of JUP on Aevo is overvalued, so I won’t participate in the opening.

The best way to participate in the Solana ecosystem is to see where the Solana team is putting effort into. For example, in addition to DeFi and Gaming, they have also made grants for AI, DePIN, and payments. So we just need to judge opportunities based on the tendency of the official chain.

To be more specific, Solana has pushed DePIN, so what projects have they pushed?

Hivemapper

And Hivemapper’s native token HONEY has also become one of the popular targets in the Solana ecosystem when it launched.

Another project worth mentioning is PYTH. I think PYTH has a big opportunity next year. Whether it’s determining the fee model for governance or external cooperation, it’s a good catalyst for PYTH.

四、Inscriptions

I am not a deep participant in Inscriptions, but I believe that Inscriptions meet the needs of multiple parties, and therefore, there are many opportunities. For miners, the growth of BTC ecosystem activity will also increase miner income. And for the market, new concepts and narratives bring new opportunities for wealth. On CEX, I will pay attention to $ORDI $SATS, and on-chain, I will pay attention to Nostr-related things.

5. AI

AI concept tokens have been one of the best-performing tokens this year. To be honest, I haven’t delved deep into this area. The reason I was bullish on this track earlier in the year is because I believed it would replicate the wave of Facebook’s rebranding.

When it comes to discussing AI, it often involves following specific events in the real world, such as the departure and subsequent return of the founder of OpenAI, or certain high-profile AI summits, and so on. I would consider focusing on $FET and $OLAS.

6. ETH and its ecosystem

$BLUR

Everyone is well aware of the situation with BLUR. Personally, I believe that Blast’s valuation is supported by its TVL (Total Value Locked), and the price of BLUR is an external expression of Blast’s valuation (in the short term). BLUR can be staked to earn points, and the longer you stake, the higher the multiplier for earning points. Currently, many people have started hedging and staking. The hedging fees are positive most of the time, which also means that fees will become one of the income sources for BLUR miners.

Personally, I buy BLUR and stake to earn points.

$ARB

What can be said about ARB? Although I’ve exited my position, I still think it has good potential. The primary reason is ARB’s fundamentals, which is also the reason many people have invested. This includes recent incentives in the Arbitrum ecosystem and the Layer3 narrative (XAI will start node sales on December 7th), all of which contribute to the growth of the Arbitrum ecosystem. Another reason is the unlocking of ARB next year.

7. Cosmos

In addition to the opportunities we know of with $RUNE, $CACAO, $FET, and $KUJI in the Cosmos ecosystem, I personally think $STRD will also become one of the opportunities. However, I currently don’t hold any position (my portfolio is too full).

You can check out this article for more details:

https://www.modularcapital.xyz/writing/stride

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