Ann: Leads investment into Sky Mavis, maker of Axie Infinity, page-365

Agree about Animoca's many interests and games, but Axie is a record breaking hit game/metaverse that has already gained traction.

You have to bear in mind that Axie might do $1.5-2b revenue for FY21 (which Sky Mavis get a healthy cut) and it has a fully diluted market cap of $30b+, yet Sky Mavis has “only” been valued at $3b.

Whereas Animoca is projecting revenue of $150m for FY21 and it has been trading at a valuation of $2.4b.Looks to me like Andreessen Horowitz have got a great deal buying into Sky Mavis.