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- [6:55] One of the trends is the rise of games with degen mechanics, notably YGG at #3.[8:35] YGG's positioning of LOL Land as a "Casual Degen" game - a casual game with degen rewards.[10:30] These games have been a (relative) success. Mass-market web3 games haven't been.[12:55] Also in the Top 50, Cambria, Gigaverse and Fishing Frenzy use this degen mechanic.[15:37] Even Mythical Games is moving towards this with its Pulse Arena platform. [19:35] Sky Mavis' Ronin blockchain has a lot of these degen games running on it.[27:02] Dacoco's Alien Worlds is an underappreciated web3 game for its DAO focus. [35:00] CCP's EVE Frontier is the prime example of a bottom-up, fully onchain MMORPG.[41:18] Roblox-with-blockchain Hytopia launched in 2025 with 2.5 million mobile downloads.[44:27] The #1 company is MapleStory Universe dev Nexpace (Nexon).[52:04] Also ... Bitcoin game payment company ZBD announced a $40 million Series C funding round.