|JulyReport
Description:WhenwilltheGameFisectorseea"secondgrowthcurve"andasustainableXtoEarnmodel?
WhilethepreviousbullmarketsawhundredsofPlaytoEarngameslaunched,onlyafewwereabletomaintainasteadyuserbaseasthemarketdeclined.ThisbecameapparentinJuly?whenactivitycontinuedtofall.
However,thetryingmarketconditionsalsohighlightedthehandfuloftitlesthatmanagedtostandout.Splinterlands?isoneofthoseprojects,retainingusersthankstoitslowbarriertoentry,simplegameplayandfastbattlespeed.?AxieInfinity?alsocontinuedtointroducenewfeaturestoregainmomentum.
FootprintAnalyticsdatashowstheoverallperformanceoftheGameFisectorinJuly.
-?Thetotalnumberofusersdecreasedby21%MoM,andthegrowthofnewuserswasweak.
-?Transactionactivitywasdown55%MoMand737%YoY.
-?Thenumberofprojectshadan?MoMgrowthoflessthan2%.
-?VCfinancingincreasedby17%MoMand126%YoY.
GameFiMarketOverallMarketAnalysis
GameFiprojectcountgrewlessthan2%,andnewprojectgrowthinBNBlagged.
Therewerelessthan80GameFiprojectslaunched3consecutivemonthsuptoJuly31.Asevidentinthechart,allchainssawstagnantgrowth(althoughPolygonandWAXareslightlyup.)
FootprintAnalytics-GameFiProtocols
Gamerspaymoreattentiontotheplayabilityofthegameandthesmoothnessofthenetworkexperienceandhaveextremelyhighrequirementsforthenetwork.OntheEthereumchain,youneedtopayhighgasfeesateveryturn.Whenencounteringtheproblemofon-chaincongestioncanbringplayersaverybadexperience.Therefore,theseissuesareapriorityfordevelopmentteamscreatingnewprojects.
香港区块链协会副主席Sam：Web2用户进入Web3只是时间问题:金色财经报道，5月27日，在由AI算法货币平台ArrayFi主办的“Bridge?Web3 2023”大会上，香港区块链协会HKBA副主席Sam表示，Web1和Web2用户进入Web3只是时间问题，但目前从链上数据来看，Web3流量增长十分缓慢，在这方面Web2能给Web3带来高流量。他还表示，目前Web2企业进入Web3的需求很强烈，传统企业会员信息上链、NFT化将是Web2企业快速进入Web3的一个方式。[2023/5/27 9:46:12]
FootprintAnalytics-GasUsedOnChain
NewprojectsonEthereumfacehighfeesandcongestion,whichhasledtomoreprojectsmovingtoBSC(nowBNB)sinceJuly2021.
ThishasledBNB?toattractahighvolumeofgamesthatfailtoretainusers—indicatingthehighquantity?andlowquality.
FootprintAnalytics-BSCGameFiTracker
FootprintAnalytics-EthereumGameFiTracker
Comparedtobothchains,Polygonhaspresentedafastersolution,withthecostpertransactionbeingabout10,000timeslowerthanEthereum,andthetransactionspeedisupto7000tx/s.
GameFiWeb3categoryaccountsfor98%ofGameFi'stotalfunding.
WiththeriseoftheWeb3conceptintheblockchain,newerscenariosandrequirementsareintroducedintothegameindustry.
ComparedwithJune,GameFifinancingactivitygraduallyrecoveredinJuly,increasingby17%.Intermsoffundingcategories,withthedevelopmentofblockchaintechnology,moreandmoreinvestmentfundsareinjectedintoWeb3-typeGameFi,amongwhichWeb3-typefundingaccountsfor98%.
FootprintAnalytics-GamingFinancingDistribution
Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.
过去24小时全网爆仓1.93亿美元，其中PEPE爆仓2369.69万美元:5月6日消息，Coinglass数据显示，过去24小时全网爆仓1.93亿美元，其中比特币爆仓4146.94万美元，以太坊爆仓5358.32万美元，PEPE爆仓2369.69万美元。[2023/5/7 14:47:40]
FootprintAnalytics-GamingFinancingDistribution
Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.
FootprintAnalytics-GamingFinancingRanking
Atotalof22projectsreceivedfinancinginJuly,generallyfollowingmarketfluctuations.?Investmentroundsarestillactiveattheseedstageformanymonths,supplementedbyotherrounds.?Thisishighlyrelatedtotheactivetimeofusersaftertheprojectislaunched.Judgingfromthenumberofactiveusersoftheproject,theactivetimeformultipleprojectssuchasStarSharks?andCryptomines?doesnotexceed3months.Therefore,accordingtothecurrentprojectdevelopmenttrend,VC'sinvestmentfundsremaininnewprojects.
FootprintAnalytics-NumberofGameFiProjectsFundedinJuly
FootprintAnalytics-StarSharks:MonthlyNewUsers&ActiveUsers
Splinterlandsgamersmakeup?amajorityofHiveusers.
FootprintAnalyticsshowsthatthetotalnumberofmonthlyusersis1.19million,ofwhich483,000arenewusers,and710,000areoldusers.Atthebeginningoftheyear,developersengagedmillionsofusersthroughavarietyofgamegenresandstyles.Andtheykeeptryingthemoutinawiderangeofgames.Usersprofitiftheycancatchabullmarket,butiftheyencounterabearmarket,theyareintrouble.
ETH.LIMO 域名现已恢复:金色财经报道，ENS 域名解析服务运行商 ETH.LIMO 发推称，域名隐私提供商 Njalla 已恢复其 http://eth.limo 域名。此前，因其新的支持人员的错误行为，Njalla 将其 NS 记录改为指向一个停放服务，尽管可以访问其账户与管理电子邮件，但域名管理功能已被禁用。[2023/3/27 13:28:14]
FootprintAnalytics-MonthlyGameFiUsers
Theoverallsubscriberbasehasdecreasedfrom3.59millionplayersinJanuaryto1.19millioninJuly(-69%).HerearethepainpointsofGameFi:
-?Lackoforiginality,withaneconomicmodelmainlybasedonmining,outputandreproduction.
-?Somegamesrequireplayerstoinvestingametokensbeforetheycanplay,andusershaveastrongdemandforcapitalrecovery.
-?Infiniteinflationmodel,affectedbythebearmarket,governancetokenandin-gametokenpricesbringdown,theirgamescannotgetridofthedeathspiral.
Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.
TakeAxieInfinityandSplinterlandsaretwoexamples.
Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.
FootprintAnalytics-NewUsersbyProtocol%
FootprintAnalytics-Top10GamersbyChain
IncontrasttoAxieinfinitybeforeMarch,toparticipateinthegametotrulygainrevenue,realmoneywasrequiredtopurchasethepetP2E(expectedtobeabout$110atthethen-currencyprice).Butthecostishighfortheaverageplayer,andthepaybackperiodwilllengthenasmarkettrendschange.However,Splinterlandsrequiresonly$10toparticipateinthegame,whichisalowbarriertoentry.
Binance.US推出Cardano (ADA)Staking质押服务:9月1日消息，据 Binance.US 官方社交媒体发布消息，该交易平台已支持 Cardano (ADA) 质押功能。Binance.US 于 6 月初引入了对高收益质押的支持，试图与 Coinbase 竞争，目前已支持 Avalanche (AVAX)、Solana (SOL)、Cosmos (ATOM) 等加密货币。目前 Cardano 正在为即将到来的 Vasil 硬分叉做准备且发布了 v.1.35.3，一旦相关指标符合要求后就将启动升级操作。[2022/9/1 13:02:13]
Ingeneral,thedevelopmentteamofAxieinfinityignoredattractivedesignswhendesigningthegame?andlaunchedtheOriginversionattheendofMarch,addingcardsandfreeattributes.AndthevirtualLandpledgefunctionwaslaunchedinearlyJuly.Ihopeuserscanexperiencethegame'sfun,notjustmakemoney.
Axieinfinity'sfortunesareturning.
FromGameFi'smonthlytradingvolumechange,only?October-Novemberlastyearwasaperiodofincrementaltrading.AfterDecember,theoveralltradingvolumegraduallydeclineduntilthelowestvalueinJuly.Thisprocessofchangeisverysimilartothemeaningofnewprojectsthatappeartoattractalargenumberofplayerstotrade?andthenleaveaftertheygettiredofplaying.
FootprintAnalytics-?GameFiMonthlyVolume
DespitethedeclineintheGameFitradingmarket,RoninwasabletobuckthetrendofdecliningtradingvolumeonmainstreamblockchainsandovertakeBSCtoregainthenumberonespot.Thisismainlyduetothelaunchofthevirtuallandpledgefeatureonitson-chainAxieinfinitygame,whichhascontributedtothegrowthofAXSpricesandthegradualimprovementofthetradingvolume.
FootprintAnalytics-GamingVolumebyChain
去中心化保险项目Nexus Mutual为以太坊质押提供保险服务:7月26日消息，去中心化保险项目Nexus Mutual宣布为以太坊质押提供保险服务。Nexus Mutual将为ETH质押验证节点潜在的处罚风险和奖励削减风险提供保障。流动质押协议StakeWise已为其质押产品投保。[2022/7/26 2:37:39]
Summary
Inthepastbullmarket,manynewPlay-to-Earngameswerelaunched,butonlyafewwereabletomaintainasteadyuserbase.Splinterlandsisoneofthoseprojects,retainingusersthroughitslowbarrier,simplegameplayandfastbattlespeed.Also,AxieInfinityneverstoppedinnovating,addingnewfeaturestoregainitsstatus.
Atthesametime,morefundsflowedtoWeb3projectsin?July,aimingtosolvemoreproblemsforP2Egames.
JulyEventsReview
NFT&GameFi
●?NFTauthenticationcompanyopticcloses$11MseedroundledbyPanteraCapitalandKleinerPerkins
●?YugaLabs'NFTserieshasgeneratedover$5billionintotalsalesandnearly$150millioninroyaltyrevenue
●?VideogamegiantsquareenixplanstodropafinalfantasyVIINFTcollectionin2023
●?STEPNannouncesQ2profits&initiatesquarterlyGMTbuyback&burn
●?Solana-basedMonkeyLeaguegamedeveloperraises$24million
Metaverse&Web3
●?BAICapitalcompletedthefirstfundraisingofUS$700millionandwillfocusonWeb3,Metaverseandotherfields
●?Web3musicplatformaudiuscommunityvaultattackedwithlossof18.5M$AUDIO
●?Web3Foundationannouncedthe14thbatchofthefundingprogram;?36projectswereshortlisted
●?MagicEdenlaunchesventureunittoinvestinweb3gamingstartups
●?DisneylaunchesstartupacceleratorprogramfocusedonNFTsandtheMetaverse
DeFi&Tokens
●?Curvetolaunchanover-collateralizedstablecoin
●?DecentralizedcryptoexchangeHashflowraises$25Mat?a?$400Mvaluation
●?BTCmanagestofloatabove$20Kdespiterecentliquidationsandheavyoutflows
●?Polygon(MATIC)flipsthistokentobecomethemosttradedcryptoamongETHwhale
●?Stablecoinmarketcapslides,BUSDandDAIvaluationsjump,Fiattokensrepresent70%ofallcryptotrades
Network&Infrastructure
●?PolygonLauncheszkEVMscalingsolutionforWeb3adoption
●?VitalikbuterindiscussesEthereum'supcoming“Merge”and“Surge”atEthCCinparis
●?MatterlabsscheduleszkSync2.0mainnetlaunchforOctober
●?Terra-basedprojectsbeginexodustoPolygonfollowingTerracollapse
●?SolanaandAvalanchepoisedforgainsascryptomarketenjoysnewtailwinds
Institutions
●?ThreeArrowsLiquidatorsseize$40Millionasassetprobewidens
●?SEClistsninecryptotokensassecuritiesfollowingCoinbaseinsidertradingcharges
●?Tesladumped75%ofitsBTCholdings
●?Blockchain.comcuts25%ofitsworkforceamidacryptobearmarket
●?Crypto.comintegratesGooglePayforuserstobuycryptocurrencies
Worldwide
●?ReserveBankofIndiaisworkingon“PhasedImplementation”ofCentralBankDigitalCurrency
●?AfterTerra?LUNACrash,S.Koreadelayscryptotax
●?GhanarankedasthecountrywiththeSecond-highestdebtdefaultriskglobally
●?Australianregulatortrialsautotake-downofcryptoscamsites
●?BankofRussiasaysstablecoinsarenotsuitableforsettlements
AsiaBlockchainGamingAlliance(ABGA)——Anon-profit,blockchainalliance,co-sponsoredbyleadinginstitutionsinthegamingindustry.?Weareoptimisticaboutblockchaingames,NFTsandMetaverse,andwearetakingtheinitiativetosupportABGA-relatedactivitiesandinvestments.
TheFootprintCommunityiswheredataandcryptoenthusiastsworldwidehelpeachotherunderstandandgaininsightsaboutWeb3,themetaverse,DeFi,GameFi,oranyotherareaofthefledglingworldofblockchain.You'llfindactive,diversevoicessupportingeachotheranddrivingthecommunityforward.
?AsiaBlockchainGamingAlliance(ABGA)AllRightsReserved.Thisarticleisprovidedforinformationalpurposesonly.Itisnotofferedorintendedtobeusedaslegal,tax,investment,financial,orotheradvice.
来源：金色财经
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