Research Summary
The report discusses Animoca Brands, a company that has transformed its business model from game developer to investor and operator, while promoting digital property rights for its players and participants. The company has made significant strides in the gaming industry, with recent ventures into education and entertainment. Despite the current bear market, Animoca Brands is well-positioned to capitalize on deflated valuations by doubling down on its bets. The company’s strategy of long-term commitment is expected to pay off with the rising tide of innovations brought on by crypto and Web3.
Actionable Insights
- Investment Opportunities: Animoca Brands has a diverse portfolio, providing insights into different subsectors and keeping the company competitive. The company’s recent acquisition of TinyTap and Pixelynx, two growing NFT projects outside the scope of gaming, indicates potential investment opportunities in education and entertainment sectors.
- Strategic Partnerships: Animoca Brands has partnered with Yuga Labs on a “secret project”— which turned out to be the highly anticipated Otherside metaverse. This partnership indicates the potential for strategic collaborations in the crypto space.
- Tokenomics: The report provides insights into the tokenomics of various projects under Animoca Brands, such as the ASTRAFER token and the GMEE token. These insights could be valuable for potential investors and participants in these projects.
