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.

韩国游戏发行商Neowiz推出1000万美元的Polygon游戏加速器:金色财经报道，韩国游戏开发商Neowiz希望通过其加密子公司intela X新的1000万美元游戏加速器，为Polygon上的下一代Web3游戏提供资金。据了解，Intella X是由Polygon与Neowiz合作推出的，今年早些时候，Intella X从Polygon Labs、Animoca Brands、Magic Eden和WeMix等投资者那里筹集1200万美元。[2023/5/3 14:40:26]

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.

以太坊矿工在8 月份创造7.33 亿美元的收入:金色财经消息，据Watcher.Guru发推称，Ethereum矿工在 2022 年 8 月创造了 7.33 亿美元的收入。[2022/9/2 13:03:53]

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.

Alchemy支持的区块链公司Contribution Labs将通过股权销售筹集300万美元:金色财经报道，根据向美国证券交易委员会（SEC）提交的一份文件，Web3基础设施巨头Alchemy的风险投资部门支持的初创公司Contribution Labs即将通过股权出售筹集300万美元。这家初创公司创建了基于Polygon的MintKudos，这是一个Web3平台，用数字徽章奖励社区参与者。文件显示，自8月15日发行开始以来，Contribution Labs已从两名投资者那里筹集了2,425,000美元。在其官方网站中，曾在Twitter和Google工作的企业家Elad Gil也被列为主要投资者。

Contribution Labs由软件公司Atlassian的前产品经理Catherine Chang和微软Azure区块链的前工程师Kei Yoshikoshi于1月创立。Mint Kudos的测试版于4月上线。据该网站称，该公司的近期计划可能包括将Kudos代币连接到其他区块链，例如以太坊主网。[2022/8/31 12:59:29]

FootprintAnalytics-MonthlyGameFiUsers

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

-?Lackoforiginality,withaneconomicmodelmainlybasedonmining,outputandreproduction.

-?Somegamesrequireplayerstoinvestingametokensbeforetheycanplay,andusershaveastrongdemandforcapitalrecovery.

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

Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.

TakeAxieInfinityandSplinterlandsaretwoexamples.

Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.

Web3社交平台Blockify完成220万美元种子轮融资:8月18日消息，Web3 社交平台 Blockify 宣布完成 220 万美元种子轮融资，投资方信息暂未披露。该公司一直在帮助世界上任何地方的任何人访问基于去中心化金融 (DeFi) 和 Web3 的新产品和服务，其产品核心功能包括 Web3 社交互动、用户追踪、以及投资组合管理等。据悉，Blockify 计划在明年二季度推出一个 Web3 广告平台，旨在通过加密奖励连接品牌和消费者。（cryptoglobe）[2022/8/18 12:34:35]

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.

CoinShares因UST崩盘损失2140万美元:金色财经报道，加密资产管理公司CoinShares周一发布2021年年度报告。报告中显示，其针对UST的投资敞口出现了1700万英镑（2140万美元）的“异常”亏损。

该公司首席执行官Jean-Marie Mognetti在报告中表示：“我们在清算UST头寸的DeFi活动中计入了1700万英镑的异常亏损。”他补充说，这是一次“令人羞愧的教训”。

根据IFRS编制的数据显示，CoinShares在2021年全年的净亏损从14亿英镑扩大到24亿英镑，尽管营收增长了四倍多。

净亏损主要是由于金融工具的损失。该公司指出，根据IFRS准则，数字资产的收益没有显示在损益表上。

此前消息，加CoinShares发布2021年年度报告。截至2021年年底，该公司净资产超过2亿英镑，较2020年年底（5650万英镑）增加2.5倍。2021年收入达8075万英镑，较2020年（1838万英镑）增加近3.4倍。替代综合收益表显示，2021年营业利润达1.0141亿英镑，较2020年（1711万英镑）增加近5倍。（CoinDesk）[2022/6/1 3:53:52]

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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