Framework co-founders unpack their $400 million gaming fund’s investment thesis

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After experiencing early success as one of the first VC firms to “go all-in on DeFi,” San-Francisco-based Framework Ventures is looking to expand its footprint in blockchain gaming, which is one of the main focal points of its recently-announced $400 million fund.
In this episode of The Scoop, Framework co-founders Michael Anderson and Vance Spencer sat down with host Frank Chaparro to explain their new fund’s investment thesis which centers around the idea that blockchain gaming is “getting to the point of mass-market appeal.”
As Anderson explained during the interview, the combination of AAA quality game design and in-game ‘play-to-earn’ economies is the key to mass adoption:

“That combinatorial effect is the transition that we predict will move from ‘play-to-earn’ into ‘play-and-earn’ where it’s more that you want to be playing the game because it’s a really fun and engaging game. You get to compete at the highest levels, and you get to play in the e

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