What interests me this week

Games with ambition to have staying power end up wanting to be social networks.

Successful social networks have long been games in disguise. Their addictive qualities were not accidental.

Open-finance (defi) resembles games, only it's boring to most people.

Real self-respecting games don't usually want to have finance in them if they can help it. Finance however invariably ended up gamified, they can't help it.

Games, social network and finance all want to be platforms. There's a complicated relationship between the three.

USD for instance is the dominant platform no nation can shake. Things get built on top of platforms, and then they become antifragile, too big to fail and unkillable.

It's not hard to see that future platforms will be an amalgamation between finance, social networks and games.

Making the bet now becomes interesting. Would the winner resemble a game, finance or social network? If I look at a potential GameFi (cringe) title to bet on, does it make sense to evaluate it based on P/E ratio?

Conversely how much can a social club/DAO be evaluated on its gamification or tokenomics design?

When the categorical line is blurred, what's the right way to think about it? It's likely new mental models are needed, I just hope I'm not ahead of the curve too early.