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GameFi in 2026: Yat Siu & Gary Vee Give Exclusive Predictions & Alpha

GameFi in 2026: Yat Siu & Gary Vee Give Exclusive Predictions & Alpha

 

TL;DR

  • The GTA 6 launch will bring insane gaming hype with a spillover to GameFi.
  • Regulatory clarity and stablecoins will enable inflows.
  • Anti-cheat mechanisms and less FUD will drive player retention.

Intro

The oracles said that 2025 would bring a bull run for the ages to reward our patience since 2021. Yet they punished us with more loops and turns than Expedition 33 as the GameFi gods were usurped by newer, shinier crypto celestials like meme coins and prediction markets. And crypto oracles partially caused the great Trump tariff market crash in Q4.

 

Let’s take a look at the potential 2026 catalysts that could revive GameFi’s fortunes.

 

But don't just take my word for it: Hear it from two real Web3 visionaries, NFT entrepreneur Gary Vaynerchuck and the godfather of GameFi himself, Animoca Brands co-founder Yat Siu.

 

I cornered Siu at the recent Solana Breakpoint conference in Abu Dhabi to ask him where the puck is going in 2026 (and who is hitting it). I also talked to Vaynerchuk after his keynote speech at an earlier Web2 conference to ask him if Web3, gaming and NFTs still have a future. The answer? Yes.
 

Keep reading until the end for an exclusive Q&A.

 

It’s worth noting that even the Mocaverse token, MOCA (MOCA), had a horrific year, shedding 93% from Jan. 1. Yet Siu remains bullish on gaming in the long run.
 
But back to 2025. Things started so well with a Donald Trump presidency that many expected to pump every single coin, and the AAA title Off The Grid seemed poised to take Web3 gaming (avast ye turn-based games!) to the next level. However, things turned out the exact opposite.
 
A quick post-mortem shows that the GameFi sector’s market cap nosedived 68% to $7.8 billion this year. Additionally, the ecosystem’s trading volume tanked 69% to just $1.3 billion.
 

Source: CoinMarketCap

It was a cruel blow for GameFi’s diamond-hand investors who hodled and BTFD throughout the year, as Web3 gaming was one of the least profitable sectors of the year.
 
GameFi’s average year-to-date ROI is -75%, with some tokens plummeting over 90%. Yikes! To be fair, though, there was max pain across many sectors. The funding eventually dried up as VCs tightened their purses.
 
Overall, the sector’s funding slid 55% in 2025, with Delphi Digital claiming that many game launches underdelivered.
 
Is GameFi dead? Moonrock’s founder and managing partner, Simon Dedic, believes Web3 gaming is “massively overfunded and overvalued.” Do you agree?
 

Vaynerchuck sees it differently, especially considering the incoming influence of AR and VR technology. However, he has a much longer time horizon in mind.

“In 13 years, AR is about to eat up the oxygen of the room. Are we too early? Are we too late? The question is always, “When?” But if we define Web3 as VR, AR and blockchain, that is what I’m bullish on the most.
NFTs’ reputation is currently in the gutter. Just like internet stocks in 2000, greed took over the oxygen. Still, I believe digital collectibles are a foregone conclusion, and CryptoPunks will be the Andy Warhol and Jackson Pollock of NFTs, while entrepreneurs like me are trying to build the Star Wars, Harry Potter, and Pokémon of this category.
We are going through the same period the internet experienced in the early 2000s. Web companies had a terrible reputation, then became the world. COVID, greed and timing badly damaged the NFT brand. Yet there are far more NFT sales happening each week than people realize. I believe in digital collectibles. They are going to matter."

Sit back, and enjoy the top five GameFi predictions for 2026.

 

1. Top Catalyst: GTA 6’s November Launch

Animoca Brands’ Siu believes that GTA VI's November 2026 release will be the biggest catalyst for gaming next year, serving as a Super Bowl of gaming and the biggest media event of the year.

 

“GTA 6 will command massive global attention, shifting the macro narrative back to gaming. That attention spillover can ignite Web3 gaming tokens and on-chain engagement, much like prior narrative waves did for AI tokens.
GTA’s ecosystem fosters user-generated economies. With clearer token rules expected, major studios can safely experiment with tokens as social/ownership layers. The combination of a culture-defining launch, UGC-driven participation, and improving regulatory clarity sets the stage for Web3 gaming to surge alongside GTA 6’s release window.”

Mainstream validation will have ripple effects that will trickle down to the gaming sector, with influencers like Adin Ross planning crypto-integrated RP servers for real earnings.

 

Source: Jack

 

Of course, this only happens if GTA 6’s release finally happens!

 

2. CLARITY Act To Greenlight Gaming Tokens

Siu also sees a second big catalyst for gaming tokens. The Digital Asset Market Clarity Act promises to finally exempt true DeFi and foster innovation without SEC overreach.
 
“The CLARITY Act gives us a concrete legal framework to launch tokens and understand how to do it responsibly. It clarifies that most tokens aren’t securities, which meaningfully reduces legal uncertainty for builders like us.
With clearer compliance paths, I expect major game companies — especially in the U.S. — to finally move forward.
Overall, I see 2026 as a big year for crypto, with the CLARITY Act acting as a strong booster. I expect many game companies, especially in the U.S., to proceed now that there’s a clear legal framework for tokens.”

3. Stablecoins Integrate With GameFi

Stablecoins are no longer a crypto niche but part of the global payment rails, predicted to swell to a market cap of $1 trillion in 2026. GameFi projects will use stablecoins as a core part of their projects to mitigate the volatility of their tokens.
 

This could help bring more users to Web3 gaming, as it will make it easier for people to earn in-game rewards and withdraw stablecoins for use in the real world.

 

The seeds were planted when Playtron launched Game Dollar on Sui.

 

Source: Voh

 

4. Anti-Cheat and Fraud Detection

Bots and AI are behind many Web3 game accounts for farming airdrops and in-game tokens. Known as sybil attacks, it is one of the major reasons gaming tokens (and low-cap tokens in general) crash after airdrops. Early holders dump them for blue-chip coins almost straight away.
 

Anti-cheat and fraud detection methods can be used to separate real people from users and incentivize true gamers.

 

5. Less FUD, More Adulting

GameFi had a bad year in 2025, bringing it to its knees and sounding the death knell for dozens of projects and studios. In 2026, the industry will likely face less criticism and FUD as expectations readjust. This will give developers the chance to reset, reflect and improve where possible.

 

More than 27 games closed shop in 2025, and the gaming studios still around will have learned invaluable lessons as they struggle to stay afloat.
There’s potential for 2026 to be a year of growth, with new mechanics and approaches in building sustainable games that focus on player retention rather than incentives. And fewer dead coins!
 
 

What You Can Do Now

  • Review your 2025 GameFi trades to identify what worked, what failed and where to tighten execution.
  • Monitor VC funding flows and social data to anticipate liquidity shifts before entering your next position.
  • Filter out noise and make data-driven GameFi decisions as 2026 setups begin to form.

 

Here are some additional insights from my Q&A session with Siu:

 

Q: What are the benefits and appeal of Web3 gaming for casual gamers?

Yat Siu: The most successful game will not just be an AAA game. It's about coming up with a really cool new concept that basically integrates fun and gamifies finance.
 

Web3 gaming provides ownership for casual gamers by using cryptocurrencies and tokens to represent digital assets — such as in-game items, skins and achievements — that players actually control.

 

This means casual gamers can truly own, trade or sell their in-game assets outside of the game environment, rather than being limited by traditional gaming systems where assets remain locked to an account.

 

Q: How do prediction markets and GameFi intersect?

Yat Siu: GameFi is the gamification of finance, and gaming is the culture of Gen Z. It’s the language they understand. Prediction markets caught on to this in 2025, as it’s a wager on the future. For younger markets, it’s about absolute fun and entertainment.
 

Q: Were you happy with what Web3 games delivered this year?

Yat Siu: Web3 gaming is not even close to its full potential. But we are in the experimental phase. We will see much more innovation. Animoca will continue to invest and support the industry where we can.
 
 
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