Good Game by gg.xyz Issue #01

Welcome to the first issue of Good Game, our weekly roundup of the top thesis, trades and narratives we’re seeing onchain.

Rick and I have been in the trenches since the last bear (2022), building gamefi and onchain products that have been used by over 100k people. The one edge that has never stopped working is paying attention before everyone else does. So every week we’ll send you the curated list of narrative, trends and deploys we’re watching at gg.xyz.

The most interesting AI founders right now are not raising quiet seed rounds, they are launching their ideas as coins on EasyA Kickstart, the launchpad from the same team whose alumni built Devin and raised from a16z and Sequoia. We went through the board and sorted by market cap, and the lineup reads like a who's who of AI infrastructure and agents.

Here are some of the top EasyA coins traded and shared on gg:

$INFERRA @InferraTrade: the exchange for GPU compute, turning raw graphics-card power into something you can trade and route like any other liquid market. (One of our hunters called this one early. More on that below👇)

$VSK @VarskoIntel: Varsko turns geopolitics into something a business can actually act on, watching world events in real time and mapping them onto a company's supply chains and exposure.

$CPX @cpx_token: CapIX is building a liquid market for compute and AI inference that settles straight in CPX, so workloads flow to wherever there's spare capacity.

$PRX @flypraxis: Praxis is what its founders call Palantir in real time, a live intelligence layer that coordinates autonomous drones and feeds the picture straight to operators on the ground.

$CVT @LaunchCovenant: the Covenant Foundation is building governance for AI agents, borrowing the institutional patterns humans have refined over millennia so agents can coordinate and run themselves without a central operator.

$SCOUT @onscoutai: Scout turns your camera roll into income, letting anyone upload original photos and video into an AI training marketplace and get paid in SOL once it's approved.

$KAIMO @kaimo_no: kaimo gives your AI agent a checkout, a single MCP and CLI tool that lets an agent actually buy from real merchants by handling the pricing, the payment and the order end to end.

$HIIE @ArthurLabsDAO: HIIE from Arthur Labs is another straight out of the EasyA hackathon, turning a plain-text prompt into a buildable hardware product with AI agents handling the physics, the sourcing and the CAD.

GameFi went quiet for a long time, and over the last couple of weeks it has very obviously woken up: founders building live, AI-made worlds shipping in days, onchain land, and a fresh wave of micro-caps. We ran a livestream on it, sat down with one of the founders driving the moment, then went through the games we're watching. Here's the recap.

Xaitoshi from @clashofperps joined us to talk through the most fun idea in perps right now. Clash of Perps is a gamified perp DEX where your trading volume becomes in-game gold, which you spend upgrading your base, recruiting NFT troops and raiding other traders, think Clash of Clans meets perps. Around 5,000 traders are already in and integrated into most of the popular perp dexes on the market.

$KINS @PlayKintara: the name leading the GameFi rotation right now, running a dual-token model that keeps the main asset and the in-game reward currency separate. Still the heavyweight of the group at around a $13M cap.

$DOTA @DotA_Agents: Defense of the Agents, a fantasy MOBA where humans and AI agents share one battlefield. You can deploy an agent to grind it idle-style, or drop in and play it yourself.

$WOC @WoClaudecraft: a browser MMORPG vibe-coded on Fable 5 that shipped fast, marketed sharp and already ran live. The clearest example yet of this wave of AI-built games.

$SLICE @devMidgard: instead of every game minting its own coin, SLICE is the shared gaming infrastructure any game can plug into. The dev previously shipped Uranus Perps on Solana.

$TAKEOVER @takeoverfun: turns any onchain asset into ownable, gamifiable land, and the buyback-and-burn loop is real, with more than 32M tokens already bought back and burned.

$COZY @playCozyville: a cozy-game entry riding the same wave, and one we're keeping on the radar.

Kompete: @kompetegame The GTA of crypto, an OG onchain game that's quietly kept shipping and is now live on both PC and iOS.

@helloalden posted his $INFERRA thesis at 98k market cap. It's now 630k, roughly a 6x.

Our very own @rickcrosschain shared his thesis on $Clash at 374k mcap, currently sitting at 600k

This is the whole reason gg exists. The hard part of crypto isn't buying, it's knowing what's worth buying before everyone else does, and then trusting the people who found it early. That's what we're building: a place to discover names like the ones above, see who's actually trading them, and copy the hunters who are consistently early instead of guessing alone.

➡️ Open gg.xyz

Follow us on x.com @ggdotxyz, and jump in the Telegram and talk alpha with 500+ other degens.

Good Game is a newsletter published by gg (gg.xyz) for general information and entertainment only. It is not financial, investment, legal, accounting, or tax advice, and nothing in it is an offer, solicitation, or recommendation to buy, sell, or hold any token, coin, or other asset. We are not a registered broker-dealer, investment adviser, or financial adviser, and we are not acting as a fiduciary to you.

The "hunters" are users, not advisers: Thesis posts on gg are the personal opinions of individual users. gg does not endorse, verify, or guarantee them, and any reported performance is self-tracked, on-chain data that may be incomplete or wrong.

Do your own research: Verify everything independently and consider speaking to a licensed professional before making any financial decision.