The Year Ahead

Edition #49 - 27 JAN 2023

Pantera published The Year Ahead, a letter detailing the 2022 year-in-review and our 2023 market outlooks.

gaming developments

• Dapp Radar's Flow Blockchain Ecosystem: Performance Analysis 2022 report: Flow emerged as the third-largest blockchain for NFT trades in 2022 with gaming representing 44.4% of the total chain’s activity;

• Mythical Games announces launch of new marketplace and acquisition of DMarket;

• Treasure DAO announced its plans to launch its MagicSwap v2 NFT automated market maker (AMM) in Q2 2023. Treasure has designed the new and improved exchange to be the “first AMM in crypto to support pools for ERC-20s and NFTs through a single router.”

metaverses & Adoption

• Mars4 revealed MarsMasks Avatars. Loved the ART!

• 69% of users believe that metaverse entertainment will change social lifestyle;

• AI-powered humanoid robot named CEO of Chinese metaverse company.

defi

• DeFi protocol Sushi passes two governance votes to strengthen treasury.

• DYdX pushes back $282 million of token unlocks for investors, employees to December from February.

• TradFi and DeFi come together — Davos 2023.

funding rounds

• DeFi Platform Architect raised $5M in a seed funding round. Coinbase Ventures, Circle Ventures, SV Angel, SALT Fund, P2P, Third King Venture Capital and Motivate Venture Capital are among investors;

• Game studio VoldexGames closed a Series A funding round led by a16z with participation from Makers Fund, Dune VC, POW! Interactive and lalotteventures;

• ​​Crypto wallet Tholos raised $1.5M in a pre-seed funding round led by North Island Ventures, Lattice Capital, Chainforest and Dispersion Capital.

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