𝐉𝐮𝐥𝐲 𝐑𝐞𝐜𝐚𝐩: 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐀𝐬𝐬𝐞𝐭𝐬, 𝐖𝐞𝐛𝟑 𝐆𝐚𝐦𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦
Here's a quick pulse check across three fronts shaping our space:
🔹 Market Trends
Token treasuries are evolving fast. July saw treasury-focused public companies raise capital via PIPEs and convertibles—pivoting from #BTC to #BNB, #SOL, and #ETH.
Key moves:
• SharpLink (SBET) expanded to 360K ETH
• Windtree secured $520M+ for BNB
• Mercurity launched a $500M multi-coin DeFi basket
Institutions are favoring treasuries with yield potential over passive BTC plays. It's a narrative shift we’re actively tracking—IVC-backed Nakamoto (Nasdaq: NAKA) and 10x Capital’s VAPE (Nasdaq: VAPE) are strong signals of this thesis in motion.
🎮 Web3 Gaming Trends
Q2 2025 saw a 17% dip in activity, but foundational growth is still happening. Ubisoft, Netmarble, and FIFA are going deeper with Web3 integrations.
While funding fell to $73M, investor focus is shifting toward infra + tooling—a good sign of long-term conviction. This feels less like a retreat and more like a strategic reset.
🌐 IVC Ecosystem Highlights
• Aethir x Credible launched the first $ATH-backed crypto credit card—unlocking USDC credit lines without forced token liquidation.
• SpotZero debuted Eimi, an AI-driven feature that brings game characters like Nyxara to life.
• By Cathedral Studios, The Bornless made a splash at Steam Next Fest: 33K+ players, 18K+ wishlists, and 5M+ impressions 🔥