Zynga's Founder Justin Waldron

Bullish:

• $GAMECOIN - Gaming protocols that pay players directly from marketing budgets represent a $65 billion opportunity by disrupting traditional user acquisition models in gaming

  • “65,000,000,000 a year is spent on just getting new users into games. So what if there was a way to efficiently allocate some of their marketing budget to another system that could pay the players?”

    Justin·0:00
• $AIGAMING - AI tools are transforming game development economics, enabling high-quality games to be produced faster and cheaper, fundamentally changing content creation

  • “When there's a lot of companies that are piecing these tools together, that are building products that are gonna be able to put out games that are extremely high quality, And you're going to be seeing it more and more.”

    Justin·41:07
• $WALLETS - Crypto wallets integrating games will drive massive crypto adoption by lowering barriers to entry and creating new distribution channels

  • “This could be a huge onboarding event for crypto. It's asking less of these people.”

    Justin·40:54

Bearish:

• $TRADGAMING - Traditional gaming models will be disrupted as new economic models enabled by AI and crypto rewards fundamentally change how games are built and distributed

  • “When you change the economics of how games get built, you get a new type of game.”

    Justin·1:03:42