The future of consumer brands are onchain communities and AI-assisted product development.
S̶t̶e̶a̶l̶t̶h̶ ̶M̶o̶d̶e̶ Build in Public
This week ZMB Corp came out of stealth announcing Zombase and ZMB. We also took part in the AI3 hackathon and content challenge with SuperteamUK. This article is being submitted as part of the content challenge.
As a recap, this year we have published two thought pieces:
Web 3 Gaming Bible
We discussed the opportunity for left-curve indie games in Web 3
https://mirror.xyz/docsenku.eth/-WKBClYJsoUEgNnL8GCYSonFwzSOUl_EG0rBKUarto8
Viability of standalone Web 3 games
Web 3 games need Web 2 counterparts already out or created first as a design principle
https://mirror.xyz/docsenku.eth/n1qUmFaTtwk1Nz6EcAV9RYhqNNzlq5y7lXJPYtPTRYY
Vision
Pudgy Penguins has been a great case study on how to start a consumer brand onchain and take it global from the shelves of Walmart to your grandma’s recently used GIFs. Our goal is to incept the next zombie franchise onchain and scale it with gaming and multimedia activations like comics, short films, etc.
Although we haven’t disclosed an exact date, we have announced the ZMB token launching on Solana via Indie.Fun
IPO to ICO to ICM
The Internet Capital Markets is a term popularised by the team at Multicoin Capital.
https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/
ICOs democratised access to capital for hundreds of legitimate start ups and paved the way for exotic assets like memecoins and NFTs. However, the incredible upside for early investors in ICOs led to a dark period in the history of digital assets where every crypto asset that went public seemed to be down only.
Our friends at Simplicity Group have covered this:
https://t.me/SimplicityGroup/461
Whilst predominantly used for memecoins, a revolution happened on Pump.Fun towards the end of 2024: the beginning of the Internet Capital Markets.
The pivot by Virtuals.io to “Pump Fun for AI Agents” kickstarted a whole new meta whose mindshare was largely concentrated on Solana. We had new companies get seed capital overnight like Indie.Fun, Tophat, Vvaifu and a plethora of others. All thanks to the Internet Capital Markets.
The Internet Capital Markets has forced key infrastructure builders to rethink their relationships with creators. Today, teams like Believe, Pump, Meteora and others share fees with creators turning ICM’s into a new source of seed capital for creators who have been shunned by VCs and other forms of private equity.
Transitioning to the founder layer
At ENVD, we are theorising there are 2 key components to Internet Capital Markets: the funding and founder layer. In the funding layer, there are 3 key marketplaces for Internet Capital.
Gaming: Indie.Fun
AI / SaaS / Infra: Believe.App
Anything else: Pump.Fun
Now that there are funding platforms for capital formation, it is time for founders to rise up and join the ICM revolution. A precedent was set of the first ICM founder getting venture founding after proving traction and PMF with the seed capital they received from their ICM launch.
https://x.com/top_jeet_/status/1931058325573271871
Wallet Survivorz
in 24 hours, we built a prototype for a roguelike zombie survivor idle sim using Cursor and v0 for the AI3 hackathon.
https://www.notion.so/envd/Wallet-Survivorz-2131faf01ee8809eb1d1da3d0f0b9b37
This game solves the grinding problem with the survivor category of games. Players get bored sitting around and farming kills so we have ring fenced that into a night time loop where it’s fully simulated and dependent on how much you lock into the day time loop.
The day time loop features an MMO-style economy which players can also choose to simulate with AI Agents called Survivorz. In theory, the game can be 100% simulated if players should choose to do so although there is a significant capital requirement to do so which keeps the game balanced for f2p and paying users.
The next milestone for the game will be to build it fully onchain use ephemeral rollups from Magic Block and Solana App Kit with passkey-powered wallets and more. One of the key features of it being fully onchain is a shared state so gamers can play it on mobile or on their browser extension.
Kill zombies and farm ZMB on the train or discretely in a work meeting.
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