This is our current opportunity “portfolio” looking at digital assets, virtual real estate & blockchain projects that we view as being asymmetric bets on the future – meaning that even a small level of participation today could secure massive audience growth & marketing impact down the road; akin to “buying a subcategory of Netflix”.
These are highly speculative opportunities, and as always, this is just our opinion and does not constitute financial advice.
Please watch the video to get started.
Last, please remember that sharing this content in whole or in part is grounds for immediate termination. Please help your fellow members (and yourself) maintain an informational edge.
Our current top-picks. Click the Opportunity Brief for a full deep-dive into each growth asset.
|Platform||Opportunity Brief||Asset Class||Business Model||Est. Traffic||Growth||Project Status||Capital Requirements||Speculation Level||Conviction Level||Sentiment Level|
|The Sandbox||Read the Brief||VRE (ETH)||Minigames, Rent, Advertising||1,020K / mo||+55% /mo||Alpha||$1K+||7/10||8/10||9/10|
|OverLand||Read the Brief||VRE (ETH)||Minigames, Rent, Advertising||325K / mo||+15% /mo||Alpha||$0.2K+||9/10||6/10||7/10|
|Bitski||Read the Brief||NFT (ETH)||Create NFTs that strategically interoperate w other brands / platforms||550K / mo||+25% /mo||Public||$1K+||7/10||8/10||9/10|
|Superworld||Read the Brief||VRE (ETH)||Minigames, Rent, Advertising||75K / mo||+20% /mo||Alpha||$0.5K+||10//10||5/10||6/10|
|Bit Country||Read the Brief||VRE (ETH)||Create your own metaverse world||Insuff Data||Insuff Data||Development||TBA||9/10||6/10||N/A|
Projects & assets we find compelling and worth monitoring – but are either too early stage or otherwise untenable as marketing assets.
|Platform||Asset Class||Business Model||Summary||Project Status|
|Axie Infinity||P2E (ETH)||Play to Earn Pokemon-style game with NFT assets||The largest current play-to-earn blockchain game, topping almost $1B revenue in Aug, 2021. Look to see if it keeps growing, and where players go next.||Public|
|Somnium Space||VRE (ETH)||Virtual world with land ownership (NFTs), focused on VR||Similar to Sandbox, but with VR as a focus / requirement. Less adoption, but a quality project. See if they pivot / expand.||Beta|
|Mirandus||VRE/NFT (ETH)||MMORPG with in-game land & asset ownership (NFTs)||Developed by GALA Games, whose cofounder created Farmville (Zynga). Player-focused approach to game building for sustainable growth. Definitely watch this one.||Development|
|Star Atlas||VRE/NFT (SOL)||MMORPG Space Sim with in-game land & asset ownership (NFTs)||Ambitious "Mass Effect on the Blockchain" project. Given the challenges Star Citizen has faced, this seems like a long shot, but still worth monitoring.||Development|
|The Nemesis||VRE/NFT (ETH)||Virtual world with land ownership (NFTs)||Similar to Decentraland, but at a much lower entry investment. Not as much user adoption - worth watching.||Beta|
|Arcona AR||VRE/GEO (ETH)||Augmented overlay with geo-spatial land rights (NFTs)||Similar to OVR & Superworld, but older and a bit clunkier. It's still active, but doesn't seem to be getting traction. Worth periodically checking.||Beta|
|Republic Realm (Portfolio)||N/A||Private equity focusing on virtual real estate||Well worth watching their social channels to see where they're flowing funds / attention. Great filter for finding new metaverse projects.||N/A|
|Yield Guild (Portfolio)||N/A||Distributed player base & HoldCo organized as a DAO||Similar to Republic Realm, YGG is a goldmine of information for tracking viable P2E worlds and finding new growth assets.||N/A|
|StarLink||VRE/NFT (ETH)||MMORPG with in-game asset ownership (NFTs)||Interesting concept, albeit a little confusing and obscure. Worth watching to see what actually materializes.||Development|
|RFOX Valt||NFT (ETH)||Virtual world with a digital commerce focus||Looks well considered, but the big question: Is there a PMF for retail-focused VR experiences? Well worth watching as a research project.||Development|
|League of Kingdoms||VRE/NFT (ETH)||MMORPG with in-game land & asset ownership (NFTs)||Play to earn strategy game with established player base. Keep an eye on user growth & longevity.||Public|
|Influence||VRE/NFT (ETH)||MMORPG Space Sim with in-game land & asset ownership (NFTs)||Very compelling play-to-earn concept in what looks like an achievable game roadmap. Well worth watching to see how the Alpha / Beta turns out.||Development|
|Illuvium||VRE/NFT (ETH)||Play to Earn Pokemon-style game with NFT assets||This looks extremely promising and could be the next Axie Infinity, depending on execution. We're watching it closely.||Development|
|Victoria VR||VRE/NFT (ETH)||Virtual world with land ownership (NFTs), exclusively VR||Promising concept, although as with any VR-only project, mainstream adoption is questionable.||Development|
|Get Zion||SOCIAL (BTC)||Web3 Social Network built on Bitcoin (pay-to-engage)||Worth watching to see how this takes shape. We anticipate the real use-case for these types of communities is as an alternative to Patreon / OnlyFans, but where engagement is actually rewarded monetarily.||Beta|
|Wilder World||VRE/NFT (ETH)||Virtual world & metaverse project with various asset NFTs||Very promising virtual world project with strong user sentiment. Still in dev, so we're closely monitoring how the Alpha takes shape.||Development|
|NetVRk||VRE/NFT (ETH)||Virtual world with land ownership (NFTs), exclusively VR||Similar to Victoria VR, this project has strong backing - but again, the concern is whether any VR-exclusive world can see scaled adoption.||Development|
|VulcanVerse||VRE/NFT (ETH)||MMORPG with in-game land & asset ownership (NFTs)||Very promising and still quite undiscovered RPG - sort of like Skyrim with NFTs. Well worth watching to see if there will be branding / interoperable mechanisms with Land & Asset NFTs||Beta|
Leading projects that form the overall business landscape. While we don’t view these as compelling opportunities currently, it’s worth understanding what other key players in the broader digital metaverse are doing.
|Platform||Asset Class||Business Model||Summary||Project Status|
|Decentraland||VRE (ETH)||Virtual world with in-game land & asset ownership (NFTs)||DCL is the original and most established blockchain-based metaverse project.|
However, the governance community seems quite muted and passive - and most of the land is undeveloped.
It may turn around, but currently it seems like a sentimental icon destined to be succeeded by upcoming metaverse projects with more focus.
|Cryptovoxels||VRE (ETH)||Virtual world with in-game land & asset ownership (NFTs)||Similar to DCL, CryptoVoxels seems like a "metaverse 1.0" project that, while important symbolically, will be succeeded by more ambitious projects.||Public|
|Earth2||VRE (FIAT)||Virtual world with in-game land ownership (currently centralized but apparent plans to port to blockchain)||Earth2 is an interesting concept, but there are some concerns about the integrity of the dev team. And the main issue is that land purchases are currently not stored anywhere on-chain. There are better earth-overlay projects to look at.||Alpha|
|Upland||VRE (EOS)||Map-based world with in-game land ownership (NFTs)||Upland is a legit VRE project, but just seems antiquated and limited compared to projects like OVR & The Sandbox.|
Also, EOS as an asset marketplace doesn't have the same buyer-base as ETH.
|Roblox||GAME (FIAT)||Virtual world where players can create mini-games & experiences for other users. Centralized / not truly ownable.||Likely the pinnacle of centralized voxel-creation gaming. This is the benchmark for what blockchain gaming can (hopefully) become.||Public|
|Minecraft||GAME (FIAT)||Virtual world where players can create mini-games & experiences for other users. Centralized / not truly ownable.||The OG of "build your own game" dynamics, with a country-sized userbase to underscore its effectiveness. Like Roblox, this is a benchmark for blockchain projects to try and attain.||Public|
|Fortnite||GAME (FIAT)||Virtual world where players can customize their character and create experiences for other users. Centralized / not ownable.||Fortnite's publisher (Epic) went from obscurity to tycoon-status with this one title. Fortnite has proven to be fantastically engaging with younger demographics, and has nearly $4B /yr in digital skin sales to show for it. Note that Epic is rumored to be working on a metaverse world... definitely worth watching!||Public|
|FB Metaverse||TBD||TBA||Facebook consistently drops hints about its focus on metaverse experiences, but appears to be quite secretive on details. We'll have to wait and see - but it's telling that the world's largest social network conglomerate views the Metaverse as an inevitable trend.||Development|
There are a number of marketing & business growth strategies discussed on this site and inside the products showcased, along with a few examples of results from the author’s past experiences and endeavours. Growing a business, and generating results with marketing isn’t easy – it’s hard!
If it was easy… well, courses like this wouldn’t need to exist. The author has managed to produce impressive results with these strategies, but that’s also the cumulative result of years of determination, luck, perseverance and skill – and not just the specific strategies alone.
Your results will mostly depend on your own business acumen, experience and your business model. And you may not experience any results. Furthermore, the strategies described in this content may involve certain marketing & legal expenses to execute properly. The author strongly recommends that you consult with professionals who can advise you on how best to invest in the growth of your business, and how best to arrange client engagements, if you decide to act on some or all of the author’s suggestions.
I mean, seriously, just use common sense – and before taking action on anything, use this content as one of several sources that may inform any related decisions. To all the lawyers and people who love reading fine print, I hope reading this has been immensely satisfying.
For all intents and purposes, you should consider this content to be ‘for entertainment purposes only’.