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.

Binance錢包地址過去24小時流入2387.4枚BTC:金色財經報道，過去24小時交易所錢包地址中的BTC儲備變化情況如下：Binance流入2387.4枚BTC，當前持有BTC約54.1萬枚，漲幅0.44%；

OKX流出575.2枚BTC，當前持有BTC約11.2萬枚，跌幅0.51%；

Bitfinex流出303.9枚BTC，當前持有BTC約21萬枚，跌幅0.14%。[2023/3/25 13:26:21]

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.

BAYC鑄造型游戲Dookey Dash共帶來超5.8萬枚APE的收入:1月22日消息，據Dune Analytics數據，自BAYC鑄造型游戲Dookey Dash上線兩日以來，游戲增強包Buff的購買已為Yuga Labs帶來超5.8萬枚APE（價值約32.7萬美元）的收入。目前已有3277名玩家購買了29493個Buff，其中最多的一名玩家在一天內購買了88個Buff。[2023/1/22 11:26:01]

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.

中科江南：已與蘇州相關部門探討數字貨幣結合國庫資金支付相關試點和驗證:金色財經報道，中科江南接受機構調研時表示，醫保電子票據業務基于全國統一醫保信息平臺，探索醫療電子結算憑證在醫保領域的深化應用。目前正在積極開發實施。公司已與蘇州地區相關部門共同探討數字貨幣結合國庫資金支付的相關試點和驗證。（證券之星）[2023/1/8 11:00:53]

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.

Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.

TakeAxieInfinityandSplinterlandsaretwoexamples.

Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.

加密貨幣總市值跌至9000億美元下方:金色財經報道，據CoinGecko數據顯示，當前加密貨幣市值為8875.14億美元，24小時跌幅為4.5%，24小時交易量為1122.18億美元，當前比特幣市值占比為36.4%，以太坊市值占比為17.0%。[2022/11/12 12:53:02]

FootprintAnalytics-NewUsersbyProtocol%

FootprintAnalytics-Top10GamersbyChain

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

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.

IPFS創始人發布Filecoin整體規劃：擬打造跨鏈橋、構建和以太坊虛擬機的兼容性等:9月21日消息，在由萬向區塊鏈實驗室主辦的第八屆區塊鏈全球峰會上，IPFS創始人Juan Benet發布題為《Filecoin整體規劃》的主旨演講，Filecoin整體規劃分為3個階段：1.搭建世界上最大的去中心化存儲網絡；2.上傳人類各種數據，并且開發大規模的數據的載入管道；3.將數據和計算相結合。

Filecoin已實現第一階段并正在關注第二階段，Filecoin正通過幾個大的項目，來實現這個階段的目標。今年年初全網大概有20pb的數據使用，而現在已升至185pb。此外，在第三階段，Filecoin計劃將在明年第一季度為Filecoin虛擬機引入可編程性從現在到明年的第一季度，Filecoin將會推出一系列的測試網，讓很多團隊可以基于測試網進行構建。Filecoin也在構建和以太坊虛擬機的兼容性，也就是說開發者可以直接調用以太坊FVM的合約，不需要做任何的變更，最多是改變一下部署路徑，就可以去部署。Filecoin還有一個非常重要的維度，就是打造與其他區塊鏈連接的跨鏈橋。[2022/9/21 7:11:14]

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

Tags：THEINGANDGAMThe Youth Payufogaming幣能漲到1毛嗎DeFi LandLO RUNE - Rune.Game

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