In this episode of Level Up, presented by the Medici Network, co-hosts David and Sean dive into the rapidly evolving world of Web3 gaming with Robbie Ferguson, co-founder of Immutable, and Michael Arrington, founder of TechCrunch and Arrington Capital. They explore the investment thesis behind Immutable, the economics of blockchain-powered in-game assets, and why gaming might be the key driver of Web3 adoption. Robbie shares insights into Immutable’s strategic positioning, while Michael provides an investor’s perspective on the opportunities and risks in this space. Tune in for an in-depth discussion on the future of gaming, token economies, and what it takes to build a hit Web3 gaming platform.
Key Points From This Episode:
[00:01:26] Meet the Guests – Robbie Ferguson (Immutable) and Michael Arrington (Arrington Capital).
[00:02:14] Why Web3 Gaming? – The fundamental shift in ownership of in-game assets.
[00:04:07] Market Trends in Web3 Gaming – Adoption, token economics, and key market comparisons.
[00:07:15] Immutable’s Origins & Vision – Robbie shares his journey from early startups to Immutable.
[00:09:32] Web3 Gaming’s Growth Potential – How gaming is the fastest-growing entertainment sector.
[00:14:18] Skeptics’ View on Web3 Gaming – Addressing concerns about adoption and playable games.
[00:17:33] Institutional Adoption & Major Developers – How big gaming companies are approaching Web3.
[00:22:07] User Acquisition Through Token Incentives – Why Web3 can offer better player retention and engagement.
[00:29:53] Immutable’s Competitive Edge – How the company is winning market share over other blockchains.
[00:33:43] IMX Token Economics – How the protocol accrues value and supports the ecosystem.
[00:39:14] The Future of Web3 Gaming – What needs to happen for mainstream adoption?
[00:46:30] Key Catalysts to Watch – Upcoming developments that could shape the space.
[00:49:01] Final Thoughts – Robbie and Michael’s outlook on Web3 gaming and Immutable’s role in its growth.
Links:
The Medici Network
Co-Hosts
David Grider, Finality Capital
Sean Farrell, Fundstrat
Guests
Robbie Ferguson, Immutable
Michael Arrington, Arrington Capital
Production and editing by The Podcast Consultant
Disclaimer
This podcast is for informational purposes only and should not be construed as financial, legal, tax, or investment advice. The views expressed by the hosts and guests are their own and do not necessarily reflect those of The Medici Network, Fundstrat Global Advisors LLC, Finality CP Management, LLC, or any of their affiliates. Listeners should consult their own professional advisors before making any financial or investment decisions.
Some protocol guests featured on this podcast may be annual paid members of The Medici Network. This membership does not imply endorsement by The Medici Network. This podcast does not constitute an offer to sell or a solicitation to buy any securities or tokens.