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.

BBC Studios将在The Sandbox中推出虚拟房地产和游乐园:5月25日消息，BBC集团商业子公司BBC Studios与Reality+合作，将于今年晚些时候在The Sandbox元宇宙中推出虚拟房地产和游乐园，粉丝能与BBC旗下IPTop Gear和Doctor Who的沉浸式内容进行互动。[2023/5/25 10:40:08]

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.

数据：比特币市占率回升至44.5%:金色财经报道，据Coingecko数据显示，当前比特币市占率回升至44.5%，以太坊市占率为18.6%。全网加密货币总市值暂报1,180,634,005,292美元，涨幅为0.5%。[2023/5/21 15:16:11]

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.

今日恐慌与贪婪指数为28，恐慌程度小幅降低:金色财经报道，今日恐慌与贪婪指数为28（昨日为26），恐慌程度小幅降低，等级仍为极度恐慌。

注：恐慌指数阈值为0-100，包含指标：波动性（25%）＋市场交易量（25%）＋社交媒体热度（15%）＋市场调查（15%）＋比特币在整个市场中的比例（10%）＋谷歌热词分析（10%）。[2022/11/28 21:06:26]

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.

在zkSync上部署Uniswap V3的提案获得通过:金色财经报道，据相关页面信息显示，在zkSync上部署Uniswap V3的提案已结束。超4000万票赞成，预计将在4-6周内完成部署。

根据提案，尽早部署Uniswap将“巩固Uniswap作为第一大DEX和思想领袖的地位”。它应该有助于Uniswap建立先发优势。更重要的是，Uniswap DAO 治理将留在以太坊L1上。zkSync将使用L1<>L2通信桥来支持任意消息传递以进行治理。[2022/10/14 14:27:08]

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

跨链协议Synapse发起部署至公链Canto的提案:9月24日消息，跨链协议Synapse于Snapshot发起部署至Cosmos生态兼容EVM的Layer1公链Canto的提案。若该提案通过，Synapse将在Canto上部署nUSD/NOTE流动性池，并允许用户将NOTE（Canto生态Stablecoin）交易为Synapse支持的其他链上的其他Stablecoin。[2022/9/24 7:18:41]

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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