Welly
@welly
Speaking to a large (>$500M AUM) VC yesterday who is bearish on web3 consumer (gamefi, socialfi) in this market. Strong preference for infrastructure and middleware. Who strongly agrees/disagrees?
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Samuel Thomas
@st100
Why are they bearish on gamefi? Gamers are still going to play games despite what’s going on in the markets.
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Welly
@welly
Rationale was the sector isn't mature enough to given them confidence it would survive the bear market. I think that's overly conservative.
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Samuel Thomas
@st100
Got it, i understand. What are your thoughts on the Gamefi market?
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Welly
@welly
Optimistic, but looking forward to sustainable business models and experiences that can reach web2 scale
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