The Spark (ep. #26)

Gaming + AI are taking over, $30M fundraise, new L2 for anime brands, and more

Hello and welcome to the episode #26 of “The Spark“ newsletter!

Here you can find everything you need to stay up-to-date with upcoming and existing NFT projects and web3 games.

Now let’s dive into the info

Episode structure:

[Early alpha] section:

1. iAgent (1860 followers)

  • Building a protocol, that enables gamers to train their own AI agents from gameplay footage, powered by DePIN

  • Partnered with Gaimin, Arcadia, Team Secret and many others

  • Aiming to tackle multiple web2 issues, such as:
    - poor user experience while playing versus bots
    - limited monetization opportunities for gamers
    - underutilization of idle GPU resources

My take:

TLDR bullish point - project blends 3 hot narratives in 1 place (AI+gaming+DePIN), which isn’t super crowded combination (for now).

Idea is to turn user’s gaming persona into separate identity, which every player can control and monetize. And build an infrastructure solution on top of that.

Team members are doxxed and have a substantial experience in respective (AI) niche.

Most likely that Arcadia and Surgence will lead their marketing campaign, hence I believe they have all chances for successful launch.

However, I don’t know if there will be NFT collection. For now, they only seem to introduce nodes and native token.

Either way, their X page has 0 tweets at the moment: good chance to position yourself and be early.

iAgent

2. Early mix

GamifAI (4120 followers)

  • Utility-focused ordinals project: working on a text-to-videogame AI tool (in development for almost 1 year at this point)

SoMon (1375 followers)

  • Building a ‘decentralized Reddit’ on blockchain

  • VC backed, supply and mint price TBA; they’ll also have incentivized airdrop campaign at a later date

bythen (1300 followers)

  • AI-powered digital avatar creation tool

  • Founded by Mosu - successful web2 entrepreneur and a member of Azuki’s Spirit DAO (who I assume will support the launch)

BITFOOTS (915 followers)

  • Art collection, ordinals; looks original so could be something

[Updates] section:

  • Today the Game revealed mint date of their upcoming Ancient Seed collection

  • Palio introduced “Growth Point Bonus” collaborative campaign 

  • Elixir Games raised $14M on seed round

  • Legend of Arcadia collabs are now open (free mint)

  • SOMO announced their token launch on Portal launchpad

  • Aria concluded angel investment round

  • Kokodi introduced gen 2 collection (free mint, 2500 supply)

[News] section:

  • Azuki partnered with Arbitrum to become launch partner for AnimeChain L2

  • Mocaverse revealed community public sale details for $MOCA token

  • Nifty Island announced second wave of their play-to-airdrop campaign

  • Gunzilla Games raised $30M in latest funding round

  • Xterio revealed that $XTER token is coming soon; pre-farming (via Sesame Labs) is live

  • Arcas Champions teased play-to-airdrop campaign (backed by Binance Labs)

  • Nyan Heroes is now available on Epic Games Store

That’s a wrap for this time!

Don’t forget to make your own due diligence on those upcoming projects

I’ll see you on the next week with even more alpha

And remember - everything starts with the spark

Kin.