|August?Report
WhilethenumberofnewusersenteringGameFihasdroppedprecipitously,theaveragenumberoftransactionsperuserisincreasingsteadily.Therefore,withtheusersinthemarkettodaymorelikelytobeactivelygaming,GameFidatafromAugustcanhelpusunderstandwhichprojectsandecosystemsaresustainableinthelongrun.
SplinterlandsandAlienWorldscontinuetobeneck-and-neckastheysteadilyincreasethenumberofuserssinceJunedespitethemarket.Incontrast,oncepromisingFarmersWorldcontinuestobleedusers.
Amassive$200MfundingroundforstealthmodeWeb3gamingstudioLimitBreakandlargeroundsforotherdeveloperslikeAnimocaandGunzillaGamesshowthatinvestorsarebankingonstudiostocarrythetorchoncethemarketreverses.
KeyFindings
OverallMarket
Ankr：开始向所有aBNBc和aBNBb代币持有者空投ankrBNB:金色财经报道，Ankr在社交媒体发文，今天开始向所有aBNBc和aBNBb代币持有者空投 ankrBNB（仅限钱包，不包括持有这些代币的智能合约），目前Ankr已锁定ankrBNB的可转让性，以确保公平发布，预计PST时间本周五晚将会解锁。在漏洞利用攻击前赎回aBNBc或aBNBb（取消质押）的用户，将在解绑期结束时收到BNB，在漏洞利用攻击后赎回aBNBc或aBNBb的用户将不会在解除绑定期结束时收到BNB，而是将获得 ankrBNB 空投。通过智能合约持有aBNBc和aBNBb的用户有望在明天收到空投。[2022/12/8 21:31:58]
●?ThetotalvolumeinGameFisawitsfirstMoMrespiteafterninemonthsofconsecutivedeclines,growing28%percent—notenoughtobreaktheoveralldownwardstrendorwarrantcelebrationjustyet.
●?Forperspective,volumeinAugustwas93.5%underitsDecember2021highsatthepeakofthebearmarket.
●?Whilethevolumeperuserdeclines,thetransactionsperuserincrease—thereisnostraightforwardconclusiontodraw.Still,itmaymeanthatparticipantsinthemarkettodayaremorelikelytobeactivelygamingandenjoyingthegames.
●?BNBhasarelativelytinyportionofvolume(10.6%)andgamingtransactions(under5%)despitehavingthemostprojects—lendingcredencetotheargumentthatthechainisfullofvaporwaregamesnobodywantstoplay.
日本交易所Coincheck宣布推出Coincheck Labs:1月31日消息，日本交易所Coincheck宣布推出Coincheck Labs，通过支持专注于开发加密资产原生产品和NFT原生产品的企业家、初创企业及其社区，帮助日本的区块链和Web 3.0生态系统蓬勃发展。Coincheck Labs涵盖了从区块链底层架构Layer 1到应用程序的任何产品，提供三个阶段的支持，包括孵化、研究和投资。
同时，Coincheck Labs公布首个投资对象为来自日本的Astar Network开发商Stake Technology。[2022/1/31 9:24:49]
Financing&Investment
●?TheamountoffundingraisedintheGameFispacedropped36%MoMfrom$2.14Bto$1.37B.Thenumberofroundscontinuestocollapseprecipitously.
●?Fourofthetop10largestroundsinAugustwereclosedbygamedevelopersandstudios.
●?ThisreflectsanongoingtrendinthisbearmarketwhereinvestorsarebettingbigonWeb3gamestudiosandtraditionaldevelopersandseekingtoenterGameFi.
●?AmongtheroundsinAugustwasanother$45MforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3M.
微比特（ViaBTC）矿池正式启动智能挖矿功能:据官方消息，6月17日，微比特（ViaBTC）矿池正式启动智能挖矿功能，此挖矿增值服务由微比特的“火力机池”与“小时即兑”功能融合而成，目前支持BTC、BCH、BSV、FCH矿池及ETH、ETC矿池业务。据悉，微比特矿池或将接受USDT的小时即兑功能，并支持转账至CoinEx交易所。[2020/6/17]
GameFiUsers
●?MAUcontinuedforthe6thmonthofdecline(by9.4%),whereasthenumberofnewusers/participantsinGameFiincreasedby19.8%MoM.
●?Therewerenosignificantshiftsinthedistributionofusersamongthemajorchains,however,ThunderCorequicklyemergedtotakeup4.5%ofusers.ThelargestgameonThunderCoreisJellySquish,whichaveragedaround400-600usersperdayinAugust.
ProjectsOverview
●?SinceSplinterlands'collapseinusernumbersinJune,thegamehasbeensteadilyrebuilding,growingby54%fromitslowonJune6toitshighonAugust26.
●?AlienWorldscontinuedtobeneck-and-neckwithSplinterlands,vyingforthespotofthemostpopularblockchaingame.
动态 | McAfee Labs发现一款新型劫持软件挖掘Monero或Zcash:据CCN消息，计算机安全公司McAfee Labs的研究人员发现了一款名为“WebCobra”的新型加密劫持恶意软件，它窃取了受害者的计算算力，隐密地挖掘加密货币Monero或Zcash。[2018/11/14]
●?Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersorinteractwitha3Dworld—demonstratingtheprimitivenessofthecurrentGameFiindustry.
●?FarmersWorldcontinuedtobleedusers,reachinganAugustlowof66,228activedailyusersonthe30th,a55%declinefromitsATHinMay.
CryptoMacroOverview
Thecryptomarketsawitsmostsubstantialrallyinhalfayearfrommid-JulytoAugust,spearheadedbyEthereum’sjumpabove$2,000inmid-August.?
Explanationsinclude:
●?AnticipationforTheMerge,whichwillseeEthereummovetoProoforStake(andeventuallyburnsupply).
动态 | 安全公司：NSABuffMiner挖矿木马霸占校园服务器 已非法获利115万元:近日，腾讯智慧安全御见威胁情报中心接到用户反馈，称学校内网水卡管理服务器频繁出现崩溃情况。经检测发现，该学校内网水卡管理服务器遭rundllhost.exe挖矿木马入侵，属于NSASrvanyMiner挖矿木马的变种，利用NSA武器工具在内网攻击传播。由于该服务器存在未修复的ms17-010漏洞，因此受到攻击被利用挖矿。截至目前，NSABuffMiner挖矿木马已挖矿获得门罗币1217个，非法获利高达115万元人民币。[2018/9/25]
●?ThepossiblebeginningoflessaggressivemonetarytighteningbytheFederalReserve.
●?Justadeadcatbounceonthewaytolowerlows.
GameFidoesnotquicklyrecoveronmacronews.
Eitherway,thetrenddidnottranslatetoasignificantincreaseinmarketcaporusersformostgames.ThetotalGameFitokenmarketcapralliedprecariouslyinmid-Augustto$6.43billionbutthendeclinedby?26%?bytheendofthemonth.
Mostconcerningly,thenumberofnewGameFiuserscontinuestositatextremelows.ThisisbecausetheGameFisectortakesmoreresourcesandtimeinvestmenttore-enterthanothers,requiresactiveparticipationtogenerateyield,andisstillhighlyspeculative.?
SplinterlandsandAlienWorldsshowasustainableplayerbase.
BesidesacollapseforSplinterlandsusernumbersinJune,SplinterlandsandAlienWorldshaveshownsteadygrowthintheirusernumbers.?
Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersinanimmersiveworld.However,theyinvolvestrategyontheplayer'sparttowinandachieveprofitability.
Botharefarfromwhatpeopleimaginegamingtolooklikein2022(thenextmajorcohortofgames,whichincludesIlluviumandPhantomGalaxies,aimstoredressthis.)
Investorsbetbigongamedevelopersandstudios.
Whileoverallfundinghastanked,investorsstillcloseroundsforproventeamswitharecordofviableproductsineitherWeb3orWeb2.?
ThetopfinancingroundsinAugustreflectatrendthat'sbeenlonginthebuilding—investorsareclosingfundingforWeb3gamestudios,andtraditionaldevelopersarenowseekingtoenterGameFi.StudiosanddevelopershavehadsignificantlymoresuccessinthisbearmarketthanGameFiinfrastructureprojectsorindividualgames.
AmongtheroundsinAugustwas$45millionforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3million.
ThetoproundforthemonthwenttoLimitBreak,thestudiobehindtheDigiDaikuNFTcollectionwithplanstolaunchfree-to-playblockchaingames.
Summary
Bythenumbers,theGameFiindustryhashadabadmonthinAugustasitsrutcontinues,withlittlerelieffromthemonth'sEthereum-drivenrally.
Overallvolume,thenumberofnewprojects,andinvestmentstaynearJulylevelsordropfurther.
However,nowisagreattimetobuild—provendevelopersandstudioswithideasforfutureblockchaingamesandmetaverseprojectscontinuetoreceiverecordfundingrounds.WiththehealthiestgamesrightnowbeingtherelativelybasicSplinterlandsandAlienWorlds,there'salotofroomforimprovement.
?AsiaBlockchainGamingAlliance(ABGA)AllRightsReserved.Thisarticleisprovidedforinformationalpurposesonly.Itisnotofferedorintendedtobeusedaslegal,tax,investment,financial,orotheradvice.
来源：金色财经
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