The $1000X Billion Web3 Giant Just Called Gaming Dead
The biggest VC in Web3 is making a ruthless strategic pivot, and if you aren't paying attention, you will miss the next cycle. Animoca Brands, the empire built on Web3 gaming, is officially declaring those days insufficient for future growth. Their 2026 strategy confirms what institutional money demands: utility, not just speculation.
The new focus areas are telling. Stablecoins and Real World Assets (RWA) are now priority one, cementing the payment rails needed for mass adoption. They see this as the bridge between retail users and institutional finance. This is the foundation layer that makes $BTC accessible to everyone.
But the real capital shift is toward AI and Decentralized Physical Infrastructure (DePIN). Animoca views these as the necessary components to scale Web3 beyond jpegs and simple games. AI automates content and behavior; DePIN captures the hardware and data market that traditional giants are fighting over. This move signals that the next wave of value creation will occur in data and infrastructure, not just consumer hype. While gaming remains a long-term anchor, the immediate capital rotation is targeting serious, application-layer technologies. Watch the sectors they are funding—that's where the institutional money is flowing ahead of their 2026 Nasdaq IPO. $SOL is perfectly positioned to capture this infrastructure buildout.
Not financial advice. Do your own research.
#Web3Strategy #RWA #DePIN #CryptoVC #Animoca
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