#91: Virtual Play, Real Pay

#91: Virtual Play, Real Pay

Hey, it’s Marc ??

Today we will cover:

  • Consumer: Roblox partners with Shopify. ENS integrates PayPal and Venmo. NFL partners with Bitpanda.
  • Gaming: Animoca Brands Japan partners with Tokyo Stupid Games. Skale partners with Moxy for gasless transactions. Planet Mojo migrates to Base blockchain.

Let’s dive in ??

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?? Our Top Reads

  • Why are brands building in Roblox? [live] Link
  • Roblox is Redefining the Future of Gaming. By Yon-Raz Fridman. Link
  • Meta Spark Shuts Down – Death of Smartphone AR? Link
  • time.fun & the State of SocialFi: What You Need to Know. Link
  • Key Insights from 3,200+ NFT Patents. By Marc Baumann. Link
  • ...

?? Read all top reads


? Web3 & Consumer

From Avatars to Aisles ??


Roblox is partnering with Shopify to let creators sell physical goods directly in the game using Shopify’s checkout, with a full launch in 2025.

  • Integration: Shopify's checkout system will let brands sell physical items directly in Roblox games.
  • Tapping into e-commerce: It will allow users to purchase real-world products, like clothing and accessories, directly within the game, rendering new avenues for brands and creators.
  • Win-win for both: Roblox’s 80M DAUs can give Shopify merchants a vast customer base with enhanced engagement while attracting brands to create experiences on the platform.

Why it matters: Shopify integrates seamless shopping into Roblox’s virtual world, tapping into its 200M monthly active users and offering new revenue streams for creators. This is a big leap for immersive commerce, blending digital and physical shopping experiences.

What they’re saying:

“We believe providing users with more ways to shop on Roblox will give creators another way to deepen their connection with their communities while driving business results.”

Meanwhile: Roblox has launched “The Brands Experience” with Sawhorse Productions to help brands create immersive activations. The platform features brand case studies, Roblox Tech Talks, and a quiz challenge to boost marketing knowledge.

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By the numbers: With 200m+ daily active users, Roblox is the most popular virtual platform.

  • Half of them Gen Z, with an average user spending 2.6 hours on Roblox – every day.
  • It features over 400 brand activations, including custom items, limited-time integrations, celebrity events, and immersive experiences.

The Big Picture: Roblox is evolving beyond gaming to lead in the metaverse and immersive commerce, creating a dynamic ecosystem for brands, creators, and users. The platform is also broadening its appeal, with e-commerce integration and building a robust creators’ ecosystem while expanding demographics.

They are “trendsetters,” bringing content, community, gaming, metaverse, virtual experience, and e-commerce together in one place.


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Not Just Theory ?

Bertelsmann Investments, Deutsche Telekom, Lufthansa, and TUM are launching peaq genesis nodes, boosting DePIN's integration with major enterprises.

What you should know:

  • peaq: A Layer-1 blockchain powering Decentralized Physical Infrastructure (DePIN) Networks and real-world machine assets, with 45+ projects and 1M+ connected devices.
  • Enterprise Adoption Program: peaq revealed this program to connect DePIN innovators with global businesses, providing updates, consulting, and early funding opportunities.

Why it matters: The four entities involved have a combined valuation of over $170B and hence renders significant credibility to peaq Network and DePIN. Their participation in the network demonstrates the practical applications of DePINs in sectors like aviation and telecommunications.

What they’re saying:

“The DePIN model has interesting potential when it comes to supporting infrastructure for the airline industry, such as sourcing community-gathered flight tracking data. We are looking forward to seeing and supporting avionics-focused projects such as Hyperway and Wingbits.”

?? Tune in to our recent podcast with Steffen Boller.

By the numbers: The DePIN ecosystem comprised 650+ projects with a market size of $2.2T.

The Big Picture: DePIN has been the big narrative of 2024 so far. The commitment of big corporates is a strong signal that this trend will continue.


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More Web3 Highlights:

  • ENS has integrated with PayPal and Venmo, allowing users to send and receive crypto using ENS names for easier and more secure transactions. Link
  • Ford and Toyota are focusing on blockchain technology, filing 43 patents in Q2 2024 to enhance vehicle ownership tracking and NFT management. Link
  • The NFL has partnered with crypto exchange Bitpanda as its official European partner, offering branding and media opportunities during upcoming games. Link
  • ...


?? Brands & Gaming

  • Animoca Brands Japan has partnered with TOKYO STUPID GAMES to support its global Web3 expansion, focusing on integrating real-world assets (RWAs) with blockchain technology. The collaboration aims to promote Japanese brands and IPs through Web3 gaming and boost mass adoption of Web3 globally. Link
  • SKALE, a layer-2 scaling solution for Ethereum, partnered with Moxy, to eliminate gas fees and enhance Web3 gaming. Link
  • ...

?? Continue for all highlights


That’s all for now, folks.

The next edition on gaming will follow tomorrow.

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Talk soon,

Marc & Team

CEO, FiftyOne Ventures

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Christoffer Angelin

Senior Growth Expert & Partner at Republiken | Tech-Savvy and Strategic Marketing Leader

1 个月

Interesting partnership between Roblox and Shopify, but I can’t help but feel a bit skeptical. Roblox has faced serious backlash recently for not adequately protecting children from predators and inappropriate content on the platform. The in-game purchase model has also raised concerns, with kids often spending large amounts without parents being fully aware. Given these issues, I wonder if this partnership could create reputational risks for Shopify. Would love to see how both companies address these child safety and spending concerns moving forward. ??

Mateusz Kara

CEO at Ari10 - Crypto solutions for B2B & B2C market | Blockchain Lawyer | Active investor | Tokenization | NFT & Blockchain

1 个月

Roblox + Shopify could be huge for bringing younger users into Web3.

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Tania Khan

CEO @ X80Graphics | I help brands solve marketing challenges with tailored, results-driven solutions

1 个月

That's a huge step for online shopping Marc! Excited to see how brands and creators will use this to connect with audiences in new ways!

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S?ren Müller

Seed Raise: Water security for 7 generations! ?? Tokenizing premium drinking water & democratizing access to clean drinking water ?? Quenching thirst, boosting profits ?? 30M+ Impressions/Year | RWA | DeFi | DAO

1 个月

A really exciting week ahead. Thank you for the update, Marc Baumann.

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Exciting to see such diverse partnerships in Web3. From gaming to global brands, it's clear the industry is expanding fast. Looking forward to the insights in your weekly notes.

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