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.

美股三大股指集体高开，道指涨约130点:金色财经报道，美股三大股指集体高开，道琼斯指数3月3日（周五）开盘上涨112.32点，涨幅0.34%，报33115.89点；标普500指数3月3日（周五）开盘上涨15.79点，涨幅0.40%，报3997.14点；纳斯达克综合指数3月3日（周五）开盘上涨54.42点，涨幅0.47%，报11517.41点。[2023/3/4 12:41:32]

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联创：Facebook看重硬件，Yuga Labs专注社交，Otherside将于2023年上线:金色财经报道，Bored Ape Yacht Club 联合创始人 Garga 在最近接受“Punk6529”采访时分享了自己对元宇宙的看法，他表示Facebook更看重硬件，而Yuga Labs（BAYC母公司）更专注于社交空间。Garga解释说：“我们对元宇宙的愿景是一个空间，让人们参与社交，我们希望将时间花在数字空间中。我认为，当我们拥有可以拥抱的元宇宙空间时……很多潜力和经验都会开放，在区块链上构建元宇宙，这么做本质上会更好，这也是Yuga Labs能与其他巨头竞争的地方。”此外，Garga还透露了Otherside元宇宙“永恒世界”（Persistent World）将于2023年到来，但会是一个持久的过程，会有很多体验，但不希望Otherside“像任何一款Web2游戏”。[2022/10/23 16:35:40]

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.

USDT接收地址数达1个月高点:金色财经消息，Glassnode数据显示，USDT接收地址数达到1个月高点，七日均值为2,088.327。[2022/7/25 2:35:03]

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.

Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.

TakeAxieInfinityandSplinterlandsaretwoexamples.

Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.

Oasis：ValleySwap与EvoDeFi bridge是未获官方支持的第三方项目，已多次提示风险:金色财经消息，Oasis针对ValleySwap中的USDT脱锚情况发布声明，称ValleySwap与EvoDeFi bridge都是第三方的项目，没有获得Oasis的支持。同时出现脱锚的稳定币并非Oasis的原生资产，几个月来Oasis多次对社区警告风险，Oasis官方推荐使用Wormhole、cBridge或Multichain。???此前报道，Oasis Network上Valley Swap中的USDT已严重脱锚。[2022/6/8 4:11:06]

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.

美股开盘，三大指数集体低开:道琼斯指数5月19日（周四）开盘下跌309.08点，跌幅0.98%，报31180.99点；

标普500指数5月19日（周四）开盘下跌26.28点，跌幅0.67%，报3897.40点；

纳斯达克综合指数5月19日（周四）开盘下跌30.83点，跌幅0.27%，报11387.33点。[2022/5/20 3:29:13]

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.

来源：金色财经

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