16 January 2026 | Weekly news roundup

Polygon buys Sequence, Animoca buys SOMO, Cartridge buys Playmint. Consolidation?

• [0:28] Today's theme is consolidation.
• [1:15] Is this the trend for blockchain games companies in 2026 or something more nuanced?
• [2:00] Why didn't we see more consolidation in 2025?
• [3:46] Playmint has been bought by Cartridge. This is likely more of an R&D rollup or acquihire deal.
• [5:53] Playmint worked on fully decentralized games and Cartridge has an onchain game engine.
• [7:05] Both companies also have a shared investor Bitkraft to enable the deal.
• [8:40] Sequence has been acquired by Polygon Labs. It's more of a classic consolidation deal.
• [10:50] Polygon is repositioning itself as a payments and stablecoin infrastructure.
• [12:13] Sequence's focus has always been cross-chain dev tools for blockchain games.
• [14:59] Investors like tools. Sequence raised around $50 million.
• [18:50] Polygon is buying Sequence because it's a proper business with real tech and users.
• [22:20] Will Sequence focus less on games in future?
• [23:06] Animoca Brands has acquired web3 gameco SOMO. It's unclear why.
• [29:31] Delabs Games is shutting down idle RPG Ragnarok Libre.
• [35:15] Delabs Games is now an AI-first game developer so it's looking to the future.