When approaching investing in the gaming sector, I like to take a tiered approach.<br><br>In order of weighting:<br><br>• Gaming infrastructure: L1s &amp; L2s, SDKs etc.<br><br>• Gaming studios: Provides exposure to multiple games at once.<br><br>• Individual games: Highest upside, highest risk.
When approaching investing in the gaming sector, I like to take a tiered approach.

In order of weighting:

• Gaming infrastructure: L1s &amp; L2s, SDKs etc.

• Gaming studios: Provides exposure to multiple games at once.

• Individual games: Highest upside, highest risk.