5 (gaming) takeaways from Token2049 from a second-timer: 1) Gaming sentiment Last year, people were carefully optimistic. This year, we are closer to survival mode: • Very few gaming-related events • Didn't speak to any new gaming teams • Often hearing we only have a couple more shots left Only a handful of gaming maxis are left holding down the fort. 2) What's mentioned? Projects/teams that seemed the most top-of-mind were: • Mythical Games (esp. Pudgy Party) • Cambria • Atia's Legacy • Ronin • Overtake • Fableborne • FDF Curious to hear what other names were mentioned more often in people's convos. 3) Tech-first Generally, people seemed more bullish on crypto games from a tech perspective: • Blockchain as payment rails • Circumventing fees from app stores • Improved P2P trading • Creation of autonomous worlds 4) Crypto investor perspective Investors have capital to deploy, but there are few to no opportunities in gaming. More are looking at/pivoting to (gamified) consumer apps and AI instead. 5) TradFi It's hard to sell crypto-natives on fundamentals. However, TradFi does value them and is more eager to deploy in apps (games) that can make a mass audience engage with crypto. Lastly, the best thing was meeting friends, familiar faces, and new people. I appreciate you all. What would you add, or what did you experience differently?

P.S. picked up this card I pulled on Collect Shiny (rebrand soon) from the Pixelmon office in Singapore.