Web3 · sub-niche
Web3 game rails.
Game-specific Web3 rails — assets, identity, economies, marketplaces.
Team-sized buildTrickle — one deal per quarter
Why now
Web3 gaming is slowly normalizing. The infrastructure layer is being decided.
What the signal looks like
Repos with game-engine adapters, asset-bridging libraries, and identity-bound NFT frameworks.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- Immutable X adjacency
- Sequence
- Open-source Web3-gaming libraries
What this displaces
A custom L2 + a 'why do we need this' debate.
Our build-vs-invest call
Speculative. Fund only with games + crypto team. The moat is the studio partnerships + the SDK quality + the cross-chain.
Common questions about this niche
- Buyer?
- Web3 game studios.
- Pricing?
- Per transaction or per studio.
- Defensibility?
- SDK + studio relationships.
More inside Web3
- Account abstraction toolkits — ERC-4337 wallet libraries + paymaster infrastructure for AA-first apps.
- Onchain compliance tools — Travel rule + KYT + transaction monitoring for crypto + stablecoin businesses.
- Stablecoin payment rails — USDC + USDT payments for B2B + cross-border — non-crypto-facing.
- DeFi portfolio managers — Portfolio + risk + yield management for DeFi users + crypto funds.