ABGA and Footprint Analytics REPORT: WHAT CHANGED IN GAMEFI IN THE LAST MONTH?

|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.

ScamSniffer：Pink Drainer過去一個月從近2000名受害者處盜取300萬美元資產:6月9日消息，據Scam Sniffer監測，過去一個月，Pink Drainer攻擊7個以上Discord服務器，從Mainnet、Arbitrum、BNB Chain、Polygon與Optimism等多條鏈上近1932名受害者處盜取300萬美元資產。超過7起攻擊事件與Evmos、Starknet、LI.FI、Cherry、Pika Protocol、Orbiter Finance、Flare、OpenAI CTO MiraMurati、Steve Aoki相關。所有Discord黑客攻擊大多是社會工程攻擊，攻擊者冒充Decrypt與Cointelegraph等媒體記者對受害者進行采訪，但最終需要KYC認證，在最后過程中嵌入了與Discord有關的網絡釣魚鏈接。受害者在這一步丟失資產。[2023/6/9 21:26:45]

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%.

去中心化協議Affine獲得510萬美元種子輪融資:金色財經報道，去中心化協議Affine在Jump Crypto和Hack VC領導的種子輪融資中籌集了510萬美元，其中包括Circle Ventures和Coinbase Ventures的投資。Affine的目標是解決圍繞提供流動性的減值損失的挑戰。新資金將用于擴大投資策略，并在新的鏈上進行分支。Affine協議目前在Ethereum和Polygon上。[2023/2/24 12:26:11]

FootprintAnalytics-GamingFinancingDistribution

Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.

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.

Clearpool將于Polygon網絡獨家部署其非托管機構借貸平臺Clearpool Prime:2月13日消息，去中心化借貸市場Clearpool將于Polygon網絡獨家部署其非托管機構借貸平臺Clearpool Prime。

金色財經此前報道，Clearpool將在今年Q1推出非托管機構借貸平臺Clearpool Prime，機構借款人在通過KYC后，將能夠在ClearpoolPrime上創建許可借款池，并設置自己的貸款條款，如規模、期限和利率，還可邀請貸款人加入此貸款池。（CoinDesk）[2023/2/13 12:03:52]

FootprintAnalytics-NumberofGameFiProjectsFundedinJuly

FootprintAnalytics-StarSharks:MonthlyNewUsers&ActiveUsers

Splinterlandsgamersmakeup?amajorityofHiveusers.

FootprintAnalyticsshowsthatthetotalnumberofmonthlyusersis1.19million,ofwhich483,000arenewusers,and710,000areoldusers.Atthebeginningoftheyear,developersengagedmillionsofusersthroughavarietyofgamegenresandstyles.Andtheykeeptryingthemoutinawiderangeofgames.Usersprofitiftheycancatchabullmarket,butiftheyencounterabearmarket,theyareintrouble.

FootprintAnalytics-MonthlyGameFiUsers

Theoverallsubscriberbasehasdecreasedfrom3.59millionplayersinJanuaryto1.19millioninJuly(-69%).HerearethepainpointsofGameFi:

-?Lackoforiginality,withaneconomicmodelmainlybasedonmining,outputandreproduction.

-?Somegamesrequireplayerstoinvestingametokensbeforetheycanplay,andusershaveastrongdemandforcapitalrecovery.

-?Infiniteinflationmodel,affectedbythebearmarket,governancetokenandin-gametokenpricesbringdown,theirgamescannotgetridofthedeathspiral.

報告：礦工出售新開發的比特幣不會給市場增加巨大的壓力:金色財經報道，加密貨幣交易所 Coinbase 在上周的一份研究報告中表示，在比特幣開采周期性低迷期間，一個普遍的擔憂是礦工出售其BTC資產的程度。該報告稱，在市場動蕩和比特幣價格下跌的時期，利潤率全面壓縮，并迫使更多礦工成為凈賣家。Coinbase表示，鑒于價格下跌和由此導致的盈利能力損失，自去年年底以來，采礦業的融資環境發生了重大變化，在公開市場籌集資金變得非常困難。

盡管如此，即使每天所有新發行的比特幣都立即出售到市場上，這也僅相當于900BTC 的拋售壓力，僅占每日總交易量的1%-1.5%，報告補充說，一個更健康的比特幣衍生品市場應該允許礦工在潛在的對沖策略方面有更多選擇。（Coindesk）[2022/7/4 1:50:20]

Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.

TakeAxieInfinityandSplinterlandsaretwoexamples.

Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.

FootprintAnalytics-NewUsersbyProtocol%

FootprintAnalytics-Top10GamersbyChain

IncontrasttoAxieinfinitybeforeMarch,toparticipateinthegametotrulygainrevenue,realmoneywasrequiredtopurchasethepetP2E(expectedtobeabout$110atthethen-currencyprice).Butthecostishighfortheaverageplayer,andthepaybackperiodwilllengthenasmarkettrendschange.However,Splinterlandsrequiresonly$10toparticipateinthegame,whichisalowbarriertoentry.

Ingeneral,thedevelopmentteamofAxieinfinityignoredattractivedesignswhendesigningthegame?andlaunchedtheOriginversionattheendofMarch,addingcardsandfreeattributes.AndthevirtualLandpledgefunctionwaslaunchedinearlyJuly.Ihopeuserscanexperiencethegame'sfun,notjustmakemoney.

ZK Rollup 訂單簿 DEX ZigZag 已在 GitHub 上提交代幣源代碼:6月14日消息，以太坊二層 ZK Rollup 訂單簿 DEX ZigZag Exchange 已在 GitHub 上提交代幣源代碼。[2022/6/14 4:24:25]

Axieinfinity'sfortunesareturning.

FromGameFi'smonthlytradingvolumechange,only?October-Novemberlastyearwasaperiodofincrementaltrading.AfterDecember,theoveralltradingvolumegraduallydeclineduntilthelowestvalueinJuly.Thisprocessofchangeisverysimilartothemeaningofnewprojectsthatappeartoattractalargenumberofplayerstotrade?andthenleaveaftertheygettiredofplaying.

FootprintAnalytics-?GameFiMonthlyVolume

DespitethedeclineintheGameFitradingmarket,RoninwasabletobuckthetrendofdecliningtradingvolumeonmainstreamblockchainsandovertakeBSCtoregainthenumberonespot.Thisismainlyduetothelaunchofthevirtuallandpledgefeatureonitson-chainAxieinfinitygame,whichhascontributedtothegrowthofAXSpricesandthegradualimprovementofthetradingvolume.

FootprintAnalytics-GamingVolumebyChain

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.

來源：金色財經

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