So Immutable just announced the official launch of Mintory, which they’re calling a “next-gen Web3 game economy community.” Translation: another hub where we grind quests, click leaderboards, and pray the airdrop isn’t worth $3 by the time it hits.First game onboarding? Ragnarok Sharing Hero NFT.Yes. Ragnarok. But now with:NFT mintingtoken rewardsleaderboard questsairdropscharacter sharing“AI-owned” rewards called MINTBecause regular loot apparently wasn’t stressful enough.The pitch is actually kinda stacked:real-time faction PvP (Cosmos vs Chaos)territory-based rewardsdynamic server statesMVP ranking battlesguild warsNFT tradingcharacter lending for shared earningsLow-key sounds like someone took old-school MMO PvP and injected it directly with tokenomics.They’re also adding an NFT gallery where you can flex your JPEGs and farm “Likes” and rankings. So basically Instagram for your bags. Peak Web3.Immutable is rolling this out through Immutable Play with token + NFT drops and events. Feels very “engagement loop meets dopamine drip.” Not mad, just recognizing the playbook.Dev side: Funigloo is building it — they’ve done mobile MMOs before and even shipped a Ragnarok NFT title with Gravity. So at least it’s not some random 5-person Discord studio promising “AAA metaverse.”Release is Q1 2026, which in crypto time means:either 2 yearsor next weekor neverHonestly though… sarcastic tone aside, this is one of the few Web3 gaming setups that doesn’t sound completely vaporware. Real PvP + actual MMO systems + rewards might actually keep players longer than “click to mine token.”Will I play it?Of course.Will I pretend it’s for “gameplay” while secretly calculating token emissions and exit liquidity? Also yes.

 So here we are again, watching Bitcoin slowly bleed out while Crypto Twitter posts rocket emojis.BTC is down 23.4% this year, already dropped 6% in 2025, and we’re chilling at $67,214 like that’s supposed to feel bullish. Every tiny green candle gets treated like the second coming.Meanwhile, the data is basically screaming: “this might just be the start of the bear.”1) Capital isn’t coming backAccording to CryptoQuant, new investor inflows just went negative.Translation:In bull markets → dips get boughtRight now → people are just… leavingNo fresh money = every bounce is just bagholders passing coins to other bagholders. Classic early bear vibes. Liquidity contracting, participation shrinking. Not exactly “supercycle” energy.2) The chart bros have bad newsAnalyst Jelle pulled the historical cycle/Fib math and it’s not pretty.0.618 retrace = ~$57kIf we repeat even a milder version of past bears?→ $42k targetYes, forty-two. Thousand.But sure, tell me again how $67k is “cheap.”3) Cycle indicator still hasn’t hit max painThe bull-bear cycle model says we entered bearish conditions months ago… but hasn’t even hit the extreme bear zone yet.Which implies: we might not even be in the “this really sucks” phase yet.Love that for us.4) Whales are accumulating (but don’t celebrate yet)Exchange outflows rising, whales stacking coins. Sounds bullish, right?Same thing happened in 2022.Market still chopped sideways for ages before recovering.So yeah, “smart money accumulating” doesn’t mean “pump next week.” It might mean “see you next year.”Timeframes? Pick your flavor of painRay Youssef from NoOnes: no V-shape before summer 2026Julio Moreno: maybe Q3 2026Bitwise Asset Management CIO Matt Hougan: slightly more optimisticKaiko: says we’re only ~30% through the four-year cycleSo basically: “number go up… eventually.”My takeawayWe’ve got:negative inflowshistorical bear patternsindicators not even at max capitulationwhales buying but no rush to moonAnd people still posting “last chance under 70k.”Feels less like “buy the dip” and more like “average into a slow-motion staircase down.” Anyway, see you all at $42k where we’ll definitely, absolutely, 100% call the bottom again.

 So let me get this straight…Uniswap just announced that BlackRock — yes, the $10T TradFi final boss — is plugging its tokenized money market fund BUIDL into UniswapX.We have officially reached the timeline where:• The suits are RFQ’ing on-chain• Treasury yields are becoming ERC-20 adjacent• And Larry Fink is basically one governance vote away from asking what slippage tolerance is🏦 TradFi meets DeFi (and somehow both pretend this was inevitable)BlackRock’s $2.1B BUIDL fund is now trading via UniswapX, meaning market makers like Wintermute and Flowdesk are competing to give institutions best execution… but like, on-chain.Translation:Instead of TradFi settlement taking T+whatever, now it’s T+gas fee.Also spicy:BlackRock apparently made a “strategic investment” in the Uniswap ecosystem AND may be buying UNI tokens. No size disclosed, which in TradFi language means either:A) They bought a tiny test bagB) They backed up the Brinks truckC) Both, depending on who you ask on CT📈 Market reaction: UNI pumps 13%Naturally UNI pumped because nothing says bullish like:“The largest asset manager on Earth might hold your governance token.”Granted… UNI is still down ~29% this month, which means the chart currently reads:Institutional adoption 🤝 Existential bear market vibes🧱 What makes BUIDL different from stablecoins?BUIDL is basically:• Tokenized U.S. Treasuries• Dollar-pegged• Actually pays yieldSo it’s like a stablecoin, but instead of vibes and Twitter reassurance, it has government debt and compliance departments.🧠 The bigger alpha nobody wants to say out loudFor years, DeFi said:“Institutions are coming.”Now institutions are here and saying:“Cool tech. We’ll take it from here. Also we brought compliance and paperwork.”The real unlock isn’t just tokenized RWAs…It’s TradFi realizing:Liquidity + composability + 24/7 markets = kinda addictive.🔮 Where this probably goes nextIf BUIDL works smoothly on UniswapX, expect:• More tokenized funds• On-chain bond markets• TradFi slowly pretending they invented DeFi• Governance forums turning into accidental BlackRock shareholder meetingsHonestly the funniest part of this entire saga is that DeFi started to escape banks……and now banks are yield farming the escape route.Bullish or dystopian?Yes.

 Ubisoft, currently speedrunning the “please clap” phase of its corporate arc, just launched its third blockchain-powerWritinged game. Yes, third. Because if at first you don’t succeed, deploy another NFT.The new contender is Might & Magic Fates, a mobile strategy TCG set in the classic M&M universe. You build decks with heroes, creatures, spells, buildings, artifacts — basically the usual TCG dopamine cocktail, but now with on-chain seasoning courtesy of Immutable.Players can grind for gold and buy booster packs like it’s 2003 again, or just skip the medieval peasantry phase and swipe the credit card. The twist? Some cards are tradable NFTs… and some are not. Because nothing says “true digital ownership” like a selectively permissioned JPEG.Card rarities range from common to legendary, which I assume translates to:Common = You pulled another goblin, congrats serfLegendary = You mortgaged your ETH for a shiny dragon that may or may not survive the next balancing patchUbisoft previously tested the waters with Champions Tactics and the beautifully unhinged Captain Laserhawk The G.A.M.E., proving that if there’s one thing AAA studios love more than battle passes, it’s experimenting with blockchain while their stock charts cosplay ski slopes.Anyway, the game is live on App Store and Google Play, with Steam launch “soon™” — the most bullish word in both gaming and crypto.Real question for the sub:👉 Are we witnessing AAA slowly onboarding normies to Web3 gaming👉 Or is this another “we put NFTs in it” corporate ritual sacrifice to the shareholder godsEither way, dust off your wallets, sharpen your skepticism, and remember:Not your keys, not your… trading card? 🎴

 So PlayZap Games just partnered with GENCY AI to “revolutionize” Web3 gaming ads by slapping AI + on-chain attribution + GameFi mechanics into one giga buzzword sandwich. Supposedly this will create measurable engagement, better user acquisition, and — my personal favorite — trust in crypto advertising. Yes anon, we’re finally putting trust back into the industry that invented invisible liquidity and 300 APY farms.The pitch is basically:👉 AI optimizes traffic👉 Blockchain tracks engagement👉 Gamers get rewards👉 Advertisers get verifiable metrics👉 Everyone gets dopamine and hopefully not ruggedGENCY is flexing backing/support from NVIDIA and TikTok, which is the Web3 equivalent of saying “bro my uncle works at Nintendo.” But to be fair, AI-driven ad attribution that’s actually on-chain could solve one of GameFi’s biggest issues: paying for users who disappear faster than airdrop farmers after TGE.PlayZap plans to use GENCY’s “sovereign ads ecosystem” (whatever that means, sounds very DAO-core) to track engagement and rewards directly on-chain. Translation:Instead of guessing whether your $50k marketing spend brought real players or just 10,000 bots from somewhere suspiciously VPS-shaped, you might actually see wallet-level engagement.GENCY meanwhile gets to test their attribution-first AI economy inside an active gaming environment, meaning they can finally answer the eternal GameFi question:“Are these players real or just mercenaries farming token emissions like it’s 2021 again?”The bigger meta here is Web3 slowly realizing that:User acquisition in crypto is brokenPaying influencers to tweet rocket emojis is not a sustainable funnelAirdrops attract professional farmers with 47 hardware wallets and zero emotional attachment to your gameIf this collab actually makes ads outcome-driven and tamper-resistant, it might push GameFi toward real growth instead of “token launch → hype → farm → ghost town → pivot to AI”.But let’s be honest — we’re one step away from:“AI agents farming GameFi rewards from AI-generated ads watched by AI users.”Full circle. Fully autonomous Ponzinomics.Still… if on-chain attribution actually works, this could quietly become one of those infrastructure plays that matters more than another pixel metaverse or pet-breeding protocol.Bullish on anything that reduces bot armies and marketing black holes tbh.Anyway, curious what the sub thinks:Is AI-powered on-chain ad attribution the next legit growth engine for GameFi… or just another narrative speedrun before the next meta?

 So Animoca just dropped another “the future is now, old man” announcement — teaming up with CryptoSlam to launch Animoca Minds, aka a platform where you can deploy your own persistent AI agent that remembers stuff, has an identity, and (of course) can ape into DeFi on your behalf.Yes, we are officially entering the era where your bags can be managed by a robot with commitment issues and a memory.🧠 What they’re cookingAnimoca Minds is powered by CryptoSlam’s Ethoswarm tech, which basically gives your AI agent:Identity (so it can have a personality while it loses money)Memory (so it remembers which rugs hurt the most)Cognition (allegedly)The pitch is making AI agents accessible to non-tech users. No command line wizardry. No terminal maxis screaming at you to “just compile it bro.”Just vibes + UI.☁️ Cloud agents > local agents (for now)They’re also flexing cloud-based agents instead of on-device ones like OpenClaw, which apparently have been getting roasted for being about as secure as pasting your seed phrase into a Discord DM.Cloud setup = less chance your agent accidentally:leaks your filesdrains your walletsemails your boss your transaction historyLow bar but we take those.📬 Your AI intern is comingThese agents are supposed to handle daily tasks through:EmailTelegramLikely Discord and X laterSo basically, you can have an AI that:“gm’s your DAO”“files your invoices”“farms airdrops”“rotates into the wrong narrative 3 weeks late”Automation truly is beautiful.⛓️ The on-chain sauceOf course, this is Animoca, so the agents are:Token-enabledBlockchain-owned (yes your AI is an NFT spiritually)Able to trade, do DeFi, and interact with tokenized servicesTranslation:We are one step closer to autonomous wallet goblins running yield strategies while we sleep.Bullish or terrifying. Probably both.🤖 Model speculation timeThey didn’t reveal which AI models they’re using, but odds are:LLaMAMistralQwenInternLMAKA the open-source grindset instead of giga-expensive frontier models.Which honestly makes sense because you don’t want your AI burning $40 in inference fees just to rebalance your $312 farming position.🧩 The bigger pictureYat Siu basically said blockchain gives AI “true agency.”Which is a very fancy way of saying:“We gave your AI a wallet and now it can make financial mistakes independently.”Decentralization achieved.🚨 Early access is liveThey’re collecting signups now.Meaning somewhere out there, a future AI agent is preparing to:Stake your tokensReply to your emailsForget to take profitsAll without you lifting a finger.Peak Web3 evolution.Lowkey though… if these agents actually become reliable, we might see the rise of AI-to-AI on-chain economies where humans are just liquidity providers with anxiety.Anyway, who’s letting a bot custody their bags first?

 So iBLOXX Studios just raised $5.4 million to finish and launch StrayShot, a mobile third-person shooter with on-chain item ownership, announced out of Dubai.Yes, you read that right.Mobile shooter.Battle royale modes.And blockchain.Because apparently every pitch deck still has to include “web3” somewhere between “live service” and “global expansion.”From what they’re saying, it’s actually trying to be a normal game first (wild concept for crypto gaming, I know).Battle RoyaleTDMExtraction modesBuilt to run on low-end phonesSeasonal updates, live ops, the usual F2P grind machineThen they layer in blockchain so some weapons/skins are on-chain, meaning you “own” them and can trade them outside the game.So basically: CS skins, but with a wallet and gas fees.They’re positioning it as:“not crypto-first”Which in 2026 web3 gaming translates to:“please don’t uninstall when you hear the word NFT”The $5.4M is going toward:marketingpublishinglive service infrastructurebackend scalingconsole portsSo they’re clearly aiming for actual scale, not just a whitepaper and Discord server. Respect.They’ve also got partnerships (Xsolla, events like Gamescom, etc.), which is more than 90% of “metaverse shooters” ever manage before disappearing.As a crypto trader, this reads like:not a token farmnot promising “play-to-earn riches”just “hey, what if you actually owned your cosmetics”Which is… suspiciously reasonable.Low-key bullish on the approach, not gonna lie.If they keep it gameplay-first and don’t turn every reload animation into a token mechanic, this might actually survive outside of crypto Twitter.Still though…We’ve seen:50 “AAA web3 shooters”49 vaporware1 that becomes a JPEG marketplace with gunsSo I’ll believe it when I’m fragging kids on my $200 Android while flipping a legendary skin on-chain. Until then, filing this under:“Cautiously bullish, but keeping the clown makeup nearby.”

Monster-battling blockchain game Axie Infinity will airdrop a new game token—bonded AXS (bAXS)—to eligible wallets based on a February 5 snapshot, developer Sky Mavis announced on Tuesday.  The airdrop will consist of 100,000 bAXS tokens—backed 1:1 with its existing AXS token—and will be distributed to wallets that have staked at least 10 AXS, or about $16.90 worth of the existing Axie Infinity ecosystem token. Among those who have staked 10 AXS, their Axie Score and the amount of staked AXS will impact a player’s airdrop allocation.  When launched, bAXS will act exactly like the game’s original token, allowing players to evolve and breed axie monsters and spend it on the secondary marketplace. However, the new bonded token will specifically encourage and incentivize use within the game’s economy, the game says.   A new token is coming to Axie!Introducing bAXS, Terrariums, and TWO Airdrops 🧠Axie is evolving. Again.The AXS token has powered in-game rewards, secondary marketplace transactions, axie evolutions, and more for years.Soon, it will also become tradeable for a new… pic.twitter.com/BshmzKvF4i— Axie Infinity (@AxieInfinity) February 3, 2026 “A majority of current AXS spending is via Axie core, the system that requires axie upgrades in power to come at the cost of additional AXS spend,” Sky Mavis co-founder Jeffrey Zirlin told Decrypt.   “For example, every time I want to upgrade the power of an axie body part, I need to spend AXS,” he said. “Continuing to flesh out utility for part upgrades (we call it part evolution) will increase the need to spend bAXS in the ecosystem. With Atia's Legacy and now Terrariums on the way, we expect demand for these upgrades to surge.” Aside from the first airdrop, bAXS will also be distributed to players of the game’s upcoming land-based game, Terrariums. “Think of Terrariums as the foundation of Axie Core: A place where axies live, grow, and earn through mini-games, expeditions, guilds, territories, accessories, collectibles,” an official description notes.  With the launch of Terrariums, Zirlin also expects more AXS and bAXS spending.  “AXS (and by extension bAXS) will have new utility in the Terrarium system, where you can imagine them being used to purchase things like consumable power ups for terrariums and axies,” he told Decrypt.  The land game’s launch is expected sometime in Q2, after the launch of bAXS and two separate bAXS airdrops—the second of which has not yet been detailed. The new bonded token launch follows a volatile period for Axie’s existing token, which has jumped 57% over the last 30 days to change hands around $1.55. That mark is down about 35% in the last week, though, as the token fell after surging as high as $2.92 in late January.  Despite the surge, the token remains down 99% from its 2021 all-time high of $164.90, established as its Pokémon-inspired game surged to more than 1 million daily active players at its peak. Axie Infinity’s play-to-earn economy struggled thereafter, while the broader blockchain gaming space has seen substantial turmoil of late. Axie Infinity is built on Ronin, a gaming-centric Ethereum scaling network developed by Sky Mavis. The franchise will expand further with Axie Infinity: Atia’s Legacy, a new massively multiplayer online (MMO) game that was first revealed last year. 

 So yeah, YGG’s “casual” degen arcade YGG Play is back at it again, proving once more that nothing in crypto is casual except the losses.Quick rundown for anyone who blinked:2025 launch with LOL Land and the LOL token (yes, that actually happened)Now entering the chat: GigaChadBat, a baseball game by DelabsToken name? Of course it’s CHAD. What else would it be.CHAD token details (because you know you’re asking):Pre-sale runs Wed Feb 4 → Fri Feb 6You buy in using YGG Play points or YGG tokensThere’s also a multiplier you can buy to boost your allocation(translation: pay more to feel smarter later)When CHAD goes live:❌ No CEX listings✅ DEX-only (because purity)✅ Stake it to unlock in-game boosts like balls and bats(yes, balls and bats, we’re still doing phrasing in 2026)Basically: stake CHAD → hit harder → climb leaderboards → dopamine.Current YGG Play lineup on Abstract chain:GigaverseRoach Racing Club (still undefeated in the “why does this exist” category)Proof of Play ArcadeWaifu SweeperAnd Waifu Sweeper is exactly what it sounds like:Minesweeper, but anime, and instead of bombs you unlock waifus.You play games → complete quests → earn points → pledge points → get token allocations.It’s like yield farming, but with mini-games and better vibes.Is this gaming?Is this DeFi?Is this an elaborate points casino?Yes.Anyway, if you’re bullish on:DEX-only tokensGamified token launchesAnime minesweeperAnd baseball-themed financial decisionsThen congrats, YGG Play is literally built for you. See you on the leaderboard, future CHAD holders. 🧢⚾️

 In today’s episode of “the company isn’t dead, just everything you interacted with is”, Wearemighty CEO Simon Davis confirmed they are not shutting down.Just to be clear, the company is alive and well.The products? Sent to a nice farm upstate alongside your 2021 play-to-earn portfolio.RIP to:GOAT Gaming 🐐Alpha Goats (autonomous NFT grindset era is over)Amy BotGifts.Fun (ironically named in hindsight)Honestly, this was one of the more impressive Olympic-level pivot marathons in Web3 gaming history:2022: Battle royale game + Genesis NFTs→ Polygon chain→ Moves to Treasure→ Rebrands game into Telegram rewards casino→ Launches AI NFT goats that farm tokens for you→ Plans GG token launch→ Exchange rage quits last minute→ Telegram ecosystem suddenly “not ready”→ Pulls the plug on literally everythingSpeedrunning the full Web3 product lifecycle any%.The wild part is they’re saying the real alpha was the AI infra they built along the way, which is now attracting TradFi/AI commercial interest. So congrats to them for successfully extracting an AI pivot out of a GameFi extinction event. Honestly, that might be the most 2025 sentence ever written.For players:Convert assets to Gifts.Fun gems by Feb 16Spend them before Mar 2 (use it or lose it speedrun)Alpha Goat NFT refunds available until Feb 16Low-key respect for offering refunds though — that alone puts them above like 60% of the GameFi graveyard.Moral of the story:👉 Your NFT goats were never farming tokens.👉 They were farming a future SaaS AI pivot.Pour one out for another Telegram mini-app economy experiment. See you all in the next cycle when we reinvent this exact same model but call it AI Agent Autonomous Reward Layer instead.Bullish on narratives. Bearish on roadmaps.