Thesis

(1) Gaming x AI

AI is revolutionizing gaming by enabling new types of content and delivering significant cost savings. AI-powered NPCs and adaptive worlds create immersive, dynamic experiences that boost player engagement and lifetime value. Meanwhile, AI drastically reduces the time and cost of generating video, illustration, and audio assets, streamlining production. By investing in companies at the intersection of Gaming and AI, our fund aims to capture the growth potential driven by these innovations in content creation and operational efficiency.

(2) Gaming x Asia

Asia, a leader in gaming innovation, is now driving the shift from Web2 to Web3, with legendary IPs entering the space. Having pioneered free-to-play models and gachas, Asia transformed gaming monetization, and the same is expected in Web3. Our fund seeks to capitalize on this trend, as Asia continues to lead in evolving gaming business models.

(3) Web3 Game Infrastructure

General-purpose blockchains lack the scalability and game-specific features required for seamless on-chain economies. To enable fully or partially on-chain games, specialized blockchain and DeFi infrastructure is essential. Game developers need tools that allow for the easy creation and integration of these elements, supporting scalable, efficient in-game economies. Our fund focuses on supporting the development of this critical infrastructure to drive the next generation of blockchain-based games.

(4) Web3 Native Applications

Applications with deep financial connections, such as prediction markets and paid social apps, have strong synergy with Web3. The growth of infrastructure and the expanding user base have set the stage for these on-chain applications to thrive. We believe the time is ripe for these speculative applications to emerge, unlocking new value and opportunities in the decentralized ecosystem.

(5) Liquid Tokens

Market inefficiency in liquid tokens is high, as retail investors dominate the altcoin space. With a surge in token launches, there are growing opportunities to invest in undervalued assets with strong growth potential. Leveraging Planetarium's strong positioning in Web3 gaming, our fund can strategically invest in and add value to projects, contributing to the long-term growth and valuation of the ecosystem.

(6) AI x Crypto The convergence of AI and crypto offers unique synergies, with crypto providing decentralized frameworks to ensure transparency and equitable control of AI systems. As AI becomes more prevalent, integrating it with blockchain technology can prevent centralization and foster ethical development. Our fund aims to invest in projects at this intersection, driving innovation while upholding values of decentralization and fairness.

(7) Expansion of Beergang IP

A portion of the fund may be allocated to the expansion of the Beergang IP. This includes potential investments in the development of games leveraging the Beergang IP and other strategic initiatives aimed at increasing the value of the Beergang ecosystem. By enhancing its ecosystem, we aim to drive long-term value growth for the IP and related projects.