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Piers Kicks Profile
Piers Kicks

@pierskicks

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Founding Partner @Delphi_Ventures • Gaming @Delphi_Digital Tweets about where crypto meets the metaverse

Lumbridge
Joined October 2009
Don't wanna be here? Send us removal request.
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@pierskicks
Piers Kicks
3 years
Incredibly rewarding to have a long-time hero of mine take the time to read some of my work. Extremely excited for the future with a force like Epic Games driving the space forwards!
@TimSweeneyEpic
Tim Sweeney
3 years
A great Piers Kicks article on blockchain based underpinnings for an open Metaverse. This is the most plausible path towards an ultimate long term open framework where everyone’s in control of their own presence, free of gatekeeping.
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@pierskicks
Piers Kicks
2 months
Incredibly excited to be backing Nyan Heroes. As a heavy shooter player, I have been waiting for a world-class competitive title to be born out of crypto—this is it. Full launch on March 26th... cat szn starts with $NYAN.
@nyanheroes
Nyan Heroes
2 months
Nyan Heroes is excited to announce that we have closed a strategic investment round with some of the most prominent VCs in web3! That's gmeow worthy😼 The round was led by @MechanismCap with participation from @Delphi_Ventures , @Sfermion_ , @Momentum_6 , @3commascapital ,
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@pierskicks
Piers Kicks
3 years
Augmented reality meets art gallery. The wearable future is going to be incredibly cool.
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@pierskicks
Piers Kicks
3 years
PayPal processed a record of ~$936B in 2020. It's over 20 years old. Ethereum has settled $2.3T so far this year. It hasn't turned 6 yet.
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@pierskicks
Piers Kicks
3 years
A Tibetan woman holding Bitmain crypto miner power supplies that almost look like a bunch of flowers. Posted by /u/AMAFSH in /r/cyberpunk.
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@pierskicks
Piers Kicks
3 months
No better feeling @playsomo !!! Feels like joining the Illuminati 🥰
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@pierskicks
Piers Kicks
3 years
Can we just appreciate how fucking wild it is that @AxieInfinity is generating more fees than both Bitcoin and Ethereum right now.
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@pierskicks
Piers Kicks
3 years
Has your portfolio really dumped if you don't look at it? Schrödinger's Crash
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@pierskicks
Piers Kicks
5 months
Impressed with the Portal team's hustle and ambition, and great to have more London-based teams in the mix! Excited to see what they bring to 2024—crypto gaming has a big year ahead.
@Portalcoin
Portal
5 months
We’re pleased to announce some of the strategic investors in the $Portal ecosystem, joining us on our mission to take Web3 gaming mainstream. From Founders, Creators, Investors and more, we welcome them to the Portal community. 🧵 1/5
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@pierskicks
Piers Kicks
3 years
Just signed off an email with "warm retards" instead of warm regards AMA
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@pierskicks
Piers Kicks
3 years
Mr @cdixon 's line from a podcast 3 weeks ago is still stuck in my head. “Composability is to software what compound interest is to finance.”
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@pierskicks
Piers Kicks
3 years
A $100B crypto game or guild within 18 months. Don't @ me.
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@pierskicks
Piers Kicks
3 years
Many still think crypto-native gaming IP will struggle to enter the mainstream. With over $200M (and growing fast!) sitting in the @AxieInfinity treasury, there is now a huge amount of firepower to perpetuate the Axie universe. Don't underestimate it.
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@pierskicks
Piers Kicks
3 years
1/ Dawn of the Guilds: Settlers of the Metaverse Led by @AxieInfinity , 2021 has been a monumental year for blockchain gaming which continues to be a primary driver of global NFT volumes.
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@pierskicks
Piers Kicks
3 years
• ~80% of digital game revenue is free to play • Only 1.8% of F2P gamers pay, yet generate $87B • Increasing # of spenders by 1% could grow market $48B Crypto x Gaming • Greater willingness to spend (own vs rent) • Incentive alignment (shared economics) • Play to Earn 🔥
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@pierskicks
Piers Kicks
2 years
Looks like @Immutable 's recent volume uptick places it as the 2nd most active NFT ecosystem behind Ethereum. Hard not to be bullish with @illuviumio @PlayEmberSword @GuildOfGuardian launches incoming. @cryptoslamio wen integration?
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@pierskicks
Piers Kicks
2 years
Representing @AxieInfinity from The Alps
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@pierskicks
Piers Kicks
3 years
At this rate we’ll soon see people running around with 3D hologram NFT displays. “It’s culture, bro!”
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@pierskicks
Piers Kicks
3 years
Finally able to announce the new $75M crypto x gaming fund. I couldn't be more bullish on our @BitkraftVC x @Delphi_Digital setup—a formidable duo eager to spend time in the trenches with exceptional founders in this exciting sector. DMs are open.
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@pierskicks
Piers Kicks
4 years
1/ Metaverse Musings #1 Last night, 12.3 million concurrent players gathered in Fortnite to watch Travis Scott debut his new album. For context, that is almost four times bigger than Rod Stewart's Copacabana Beach—the largest concert ever on NYE 1994.
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@pierskicks
Piers Kicks
3 years
Like it or not, the most attractive target demographic on the planet has become the crypto community. The sheer capital abundance and degeneracy means that average spend is absurd. If you are a game developer or a creator, figure out how to engage this audience.
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@pierskicks
Piers Kicks
3 years
The whole $DOGE thing is going to backfire on @elonmusk 's Twitter advocacy real bad once everyone gets absolutely crushed.
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@pierskicks
Piers Kicks
3 years
1/ NFTs: The Lay of The Land. The NFT market is undeniably hot right now, the vast majority of record-breaking sales have happened within the last 30 days. Millions of $ are changing hands daily across projects both old and new.
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@pierskicks
Piers Kicks
3 years
I hear too many complaints about how early play-to-earn games aren't "fun" enough. I don't think these people understand the benchmark for the target demographic... For now, it only needs to be more fun than driving a taxi or manual labor for many people. Place your bets.
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@pierskicks
Piers Kicks
2 years
Yo @joerogan get @Jihoz_Axie on the show. I'm adamant that this story and where we are going with crypto x gaming will resonate with your audience.
@AxieInfinity
Axie Infinity
2 years
👀 Welcome to Lunacia @joerogan 👀 Axies are fierce + adorable monsters that you can battle and collect while learning about Web3! Reach out to us, DMs open for you🤝
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@pierskicks
Piers Kicks
3 years
I'm genuinely shocked by how fast @nba_topshot is growing. They have done $110M more volume since my note 7 days ago. At $180M all-time sales, the project has done more than the Top 9 Ethereum-based projects COMBINED ($160M). Congrats @rohamg @dapperlabs @flow_blockchain team.
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@pierskicks
Piers Kicks
2 years
Pumped for the next 6-12 months with so many crypto games releasing playable builds. The results of the explosion of investment and interest are yet to see the light.
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@pierskicks
Piers Kicks
3 years
Drone show produces scannable QR code in the Shanghai sky. Neat.
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@pierskicks
Piers Kicks
2 years
That was comfortably the most insane year of my life.
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@pierskicks
Piers Kicks
3 years
I'm compiling a resource list I can point friends to on: - Bitcoin - Ethereum - DeFi - NFTs - The Open Metaverse - The Creator Economy What are the best pieces you've ever read in each of these buckets?
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@pierskicks
Piers Kicks
3 years
As promised, a 13,000 word overview of why I think crypto is integral to the emergence of an Open Metaverse. The essay just dropped on @master_the_meta . 📓Into The Void: Where Crypto Meets The Metaverse TL;DR 👇👇👇
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@pierskicks
Piers Kicks
7 months
1/ Couldn’t be more excited to be backing the @HYTOPIAgg team on their quest to deliver the next great creator ecosystem in gaming. We have long been bullish the intersection of UGC game ecosystems and crypto, and believe this team’s approach to be unique and pragmatic.
@HYTOPIAgg
HYTOPIA
7 months
Announcing HYTOPIA’s $3M fundraise, led by @Delphi_Digital / @Delphi_Ventures and joined by other phenomenal VCs & angels! This marks a major milestone as we secure institutional support to deliver on HYTOPIA’s vision.
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@pierskicks
Piers Kicks
4 months
Real-time AR treasure hunt sprawling across host cities with live betting markets? Let the games begin.
@ggdotzip
GG
4 months
Welcome to GG: Solana Hunger Games 🏹 We've raised from top crypto-gaming VC @Delphi_Digital to build an on-chain game merging augmented reality and social-fi in a hunt for glory and SOL Details on how to get Early Access + Claim [REDACTED] at the end of the thread 👇
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Piers Kicks
4 months
1/ Super bullish development for @HYTOPIAgg . The move to operating a tightly integrated infrastructure stack that's available to 3rd parties will drive massive value to the ecosystem (and $TOPIA) over time.
@HYTOPIAgg
HYTOPIA
4 months
🎉 MAJOR ANNOUNCEMENT 🎉 1⃣ HYTOPIA Chain ( @HYCHAIN_GAMES ) will onboard partner games, powered by $TOPIA 2⃣ HYCHAIN migrates to using Anytrust, collaborating with @arbitrum 3⃣ MetaFab merges into @HYCHAIN_GAMES 4⃣ Coming HYCHAIN node sale, inspired by @XAI_GAMES Thread 🧵👇
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@pierskicks
Piers Kicks
3 years
Real nice @ChristiesInc Keep em coming 🔥
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@pierskicks
Piers Kicks
2 years
Tbh @DefiKingdoms does a decent job of making the onboarding experience feel like part of the adventure itself. Also, 10/10 menu music I got distracted and left the tab open for an hour of work.
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@pierskicks
Piers Kicks
2 years
People will soon realize crypto gaming really was the thesis. Make sure you're positioned accordingly.
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@pierskicks
Piers Kicks
2 years
The game is changing. UE1: 1998 UE2: 2002 UE3: 2007 UE4: 2014 UE5: 2022 Pumped to see what @UnrealEngine delivers next year.
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@pierskicks
Piers Kicks
2 years
Not sure people realise how much capital is being deployed into crypto gaming. Across retail, VCs, and guilds there are literally hundreds of millions of dollars flowing towards these embryonic game economies. Talent inflow to the sector is also at an ATH. Probably nothing.
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@pierskicks
Piers Kicks
3 years
To be pseudo, or not to be. One of the most important questions for coming generations living in increasingly digital worlds.
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@pierskicks
Piers Kicks
2 years
Can’t believe they put Mbappe above me
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@pierskicks
Piers Kicks
2 months
gm officially moved to Lisbon 🇵🇹
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@pierskicks
Piers Kicks
3 years
I wonder how long until we see retroactive airdrops in traditional video games... Oh your account has 5,000 hours in Runescape? Here's an NFT that unlocks a 10% perpetual membership discount. I'm sure plenty of dormant accounts would stir from their slumber.
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@pierskicks
Piers Kicks
5 years
1/ Bitcoin is the unstoppable force that obliterates immovable objects. Never before have we seen a self-reinforcing technology of this calibre. Its incentive mechanisms effectively guarantee its inexorable improvement.
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@pierskicks
Piers Kicks
2 years
VR boutta get real trippy
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@pierskicks
Piers Kicks
3 years
In the years ahead there lies a fierce storm of novel digital experiences fueled by the fusion of: • Crypto • Video Games • Mixed Reality • Interactive Media If you or someone you know is strongly analytical and wants to help find them first, DM me.
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@pierskicks
Piers Kicks
3 years
Please. Stop. Pluralising. Metaverse. Do you say "internets"? No. Twitter is not *an* internet, it's part of it. Your project is not *a* Metaverse, but it might be part of it.
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@pierskicks
Piers Kicks
3 years
A must-listen conversation with @rohamg of @dapperlabs - creators of @flow_blockchain , @CryptoKitties , and @nba_topshot . The company is of undeniable importance having built 2 breakout successes expanding the # of industry participants. Check it out.
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@pierskicks
Piers Kicks
3 years
Everything outside of crypto right now feels like an XP waste.
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@pierskicks
Piers Kicks
27 days
Stoked to finally have my Jambo phone! The @JamboTechnology vision to ignite crypto across emerging markets starts here: • $99 web3 phone live in 100+ countries • Pre-installed wallet + featured apps • Teams will likely run airdrops • Baked in earning opps From a
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@pierskicks
Piers Kicks
2 years
The allure of NFTs is going to be 10x more potent in VR.
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@pierskicks
Piers Kicks
2 years
Which are the coolest gaming projects building on @terra_money ?
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@pierskicks
Piers Kicks
2 years
Ah, you think the Metaverse is your ally? You merely adopted Meta. I was born in it, molded by it.
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@pierskicks
Piers Kicks
2 years
The @Delphi_Digital research team is looking to hire a new full-time gaming analyst. If you're obssessed with the evolution of virtual worlds and want to chart the industry's next chapter, check out the link below. DMs are also open.
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@pierskicks
Piers Kicks
3 years
2/ The meteoric rise of Axie has prompted many to draw parallels with the explosive growth of games like Candy Crush at the advent of F2P mobile. Axie appears to be validating the thesis that gaming could be a trojan horse for global blockchain adoption.
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@pierskicks
Piers Kicks
2 years
The fusion of psychedelics and virtual reality is going to take the human mind to places it has never been.
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@pierskicks
Piers Kicks
3 years
Large IP holders entering the NFT space need to put in more effort. If you have the resources to push the boundary, you should. We aren't truly taking advantage of what is uniquely enabled by these technologies. Vanilla Nifty drops aren't imaginative. The novelty wears off.
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@pierskicks
Piers Kicks
3 years
Crypto is a monetary expression of network effects.
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@pierskicks
Piers Kicks
3 years
1/ Yesterday I pushed out a report covering the various angles of growth observed across the NFT ecosystem. 2020 was a monumental year for NFTs, and the stage is well and truly set for another record-setting year in 2021. 👇👇👇
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@pierskicks
Piers Kicks
3 years
Open vs closed was already set to be one of the defining battles of the decade. Now Open Meta (crypto) vs Closed Meta (Facebook) is literal. Onwards.
@pierskicks
Piers Kicks
3 years
Facebook has officially rebranded to Meta...
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@pierskicks
Piers Kicks
3 years
1/ This year's NFT boom exposed many to crypto's consumer-facing side for the first time—exciting. Awareness of the massive potential of these technologies has grown, but for many the most important question remains: where should we build?
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@pierskicks
Piers Kicks
3 years
Vilnius has put up a statue that offers a “portal” to the Polish city of Lublin, allowing people to see each other in real time. How long until these aren't other people on the other side, but virtual reality avatars looking out into the physical world? #MetaverseMusings
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@pierskicks
Piers Kicks
3 years
Auctioning off the Constiution feels incredibly American. Hard to see the English selling one of the four surviving copies of the Magna Carta.
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@pierskicks
Piers Kicks
8 months
We're approaching the stage of the crypto game development cycle where teams actually have to decide where to deploy. What are some of the interesting offerings out there (other than @Immutable )? Eager to chat to teams and see where things are at!
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@pierskicks
Piers Kicks
2 years
You're just a random NPC in most people's lives.
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@pierskicks
Piers Kicks
1 year
It was only a matter of time... @AxieInfinity is now live on iOS. Big moves for the space as a whole, and awesome to see the team's relentless drive throughout difficult times. Lots to learn still on how crypto might work with the App Store, but an exciting step nonetheless.
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@pierskicks
Piers Kicks
1 month
Heading to Dubai next week, seems like an insanely strong turnout both in gaming and beyond. @Delphi_Ventures is actively deploying, DM if you're building something cool!
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@pierskicks
Piers Kicks
2 months
I still think $TOPIA is one of the most undervalued assets in crypto gaming. Insanely resilient team and community. Beta live in the next month.
@Jihoz_Axie
Jihoz.ron 🍚
2 months
Oneof the biggest 💡moments I’ve had was when Microsoft banned NFTs from Minecraft. What if they didn’t? Imagine.
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@pierskicks
Piers Kicks
4 years
For my Delphi Daily today I took a look at @aavegotchi a week on from their bonding curve launch. The project sits explicitly at the intersection of DeFi x NFTs. 👀 Lots of exciting functionality in the pipeline that I'm looking forward to testing out!
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@pierskicks
Piers Kicks
3 years
1/ I couldn't be more excited to formally announce that I'm joining the @BitkraftVC investment team. The founding partners of BITKRAFT, originally led by @JensHilgers , have been hugely influential in the rise of esports and establishing the gaming industry as we know it.
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@pierskicks
Piers Kicks
3 years
Raoul is on the money.💰 Excited to share our discussion soon!
@RaoulGMI
Raoul Pal
3 years
@pierskicks After our conversation, it is pretty clear to me that the big killer blockchain app company worth a $1trn is likely to come out of gaming as opposed to finance
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@pierskicks
Piers Kicks
2 years
Some of you seem to forget...
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@pierskicks
Piers Kicks
3 years
Astonishing amount of energy in the crypto x gaming space right now... The Golden Age of Gaming is only just beginning.
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@pierskicks
Piers Kicks
3 years
Testing out Google Maps Live View. Surprisingly cool, bring on Augmented Reality.
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@pierskicks
Piers Kicks
3 years
1/ Amped for this! 🔥 @YieldGuild comfortably remains the most exciting project in the space to my mind, and I couldn't be happier for us to lead their Series A as @BitkraftVC 's first token investment. More to come.
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@pierskicks
Piers Kicks
2 years
Hard fork your life everyone once in a while
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@pierskicks
Piers Kicks
2 years
Good to see @Immutable looking strong. Lots of day-to-day fluctuation still but confident @PlayEmberSword , @illuviumio , @GuildOfGuardian will cement them in second place in the coming months.
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@pierskicks
Piers Kicks
3 years
BREAKING: MULTIPLE PHYSICAL FIGHTS PUBLICLY ARRANGED VIA CRYPTO TWITTER. Venue: Somewhere in Dubai Date: ~October 15th Fight 1: @ZeMariaMacedo vs @mattysino Fight 2: @AndreCronjeTech vs @CryptoMessiah Fight 3 for the undisputed CT champion: ...winner vs winner?
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@pierskicks
Piers Kicks
4 months
I've never really been a hardcore mobile gamer but holy shit the @playSIPHER hype is real.
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@pierskicks
Piers Kicks
2 years
Hanging out with brother @ZeMariaMacedo properly after a few months. Extremely bullish $LUNA with all of the magic being worked on over there. Stoked to see @terra_money games coming to life...
@pierskicks
Piers Kicks
2 years
Which are the coolest gaming projects building on @terra_money ?
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@pierskicks
Piers Kicks
2 years
Imagine being on the sidelines of crypto heading into 2022 after such a monumental year. You can't catch the wave if you're not in the water.
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@pierskicks
Piers Kicks
3 years
I know what I'm keeping an eye on at @Sothebys today. An NFT of the source code for the World Wide Web from the legendary @timberners_lee . Bidding already at $3M, I expect this to go for >$10M. It doesn't get much cooler than this for internet history.
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@pierskicks
Piers Kicks
3 years
Name a better combo. I'll wait. 🔥🔥🔥
@BITKRAFTVC
BITKRAFT Ventures
3 years
We at @BitkraftVC are proud to announce that we have raised a $75M token fund for blockchain gaming and digital entertainment investments. The fund will be headed by @pierskicks and complemented by a strategic partnership with @Delphi_Digital !
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@pierskicks
Piers Kicks
3 years
Speaking with @RaoulGMI later this week on the intersection of crypto and the Metaverse. Raoul constantly crushes coverage of ideas that many may otherwise not encounter—I'm pumped to see him get excited about an area so dear to heart.
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@pierskicks
Piers Kicks
3 years
Twitter is the greatest social network ever created. Telegram is the greatest messaging app ever created. It's not even close.
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@pierskicks
Piers Kicks
3 years
1/ Dapper Does It Again. I just dropped a note covering the historic rise of @nba_topshot , @flow_blockchain 's flagship experience on their new chain. In the last 24 hours, NBA Top Shot has eclipsed the CryptoKitties all-time secondary market volume.
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@pierskicks
Piers Kicks
3 years
"Be wary of all who do not game, for the only life they've lived is their own." Socrates — 413 BC
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@pierskicks
Piers Kicks
3 years
No going back. Years of grit and determination coming to fruition. Crypto x gaming has arrived.
@AxieInfinity
Axie Infinity
3 years
It's official 🔥🙌 Axie is the #1 NFT project by all time volume! Congrats everyone! This is just the start of our incredible nation. $axs
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@pierskicks
Piers Kicks
3 years
Pain is inevitable. You either suffer the pain of discipline or the pain of regret. The difference is the pain of discipline is temporary while that of regret is permanent.
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@pierskicks
Piers Kicks
3 years
One of the attractive things about investing in the gaming industry is its low macro correlation, as evidenced during COVID. We just saw @AxieInfinity post its highest growth months ever whilst the market got sliced in half. Money is being made.
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@pierskicks
Piers Kicks
2 years
IMO @THORChain 's "chain.token" naming convention is the most elegant. For example, ETH.ETH = true ether on the ethereum base chain. Whereas, BNB.ETH would be BEP20 ether running on binance smart chain.
@Timccopeland
Tim Copeland
2 years
my big question here is: i feel like we need a better system than ticker symbols for identifying coins. because there are so many tokens with the same tickers and on different chains. It's a complete mess. But a solution like crvTOKENv3 kinda thing is even more complex.
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@pierskicks
Piers Kicks
3 years
History of Art students will look to the @beeple drop as a symbolic Dawn of The Digital Age.
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@pierskicks
Piers Kicks
3 years
Great episode with @feindura talking about his history as an early Ethereum contributor and the upcoming launch of @lukso_io . Some fascinating insights into how the underlying decentralized infrastructure for virtual worlds and beyond may evolve.
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@pierskicks
Piers Kicks
3 years
Last report being made public as part of the @Delphi_Digital 3.0 launch (prices have doubled). A deep-dive into the NFT scalability landscape from earlier this year. With progress being made across ecosystems like @immutable @0xPolygon @solana , an update may be due... 👀
@pierskicks
Piers Kicks
3 years
1/ This year's NFT boom exposed many to crypto's consumer-facing side for the first time—exciting. Awareness of the massive potential of these technologies has grown, but for many the most important question remains: where should we build?
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@pierskicks
Piers Kicks
3 years
1/ Today I pushed out a note to @Delphi_Digital subscribers covering the monumental milestone that this past weekend marked for #cryptoart with @beeple 's @niftygateway drop.
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@pierskicks
Piers Kicks
2 years
Gm 🤙 I wanna arrange some crypto kite trips, who's game?
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