|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.
金色晚报 | 8月7日晚间重要动态一览:12:00-21:00关键词：灰度、北京、Filecoin主网、BCH
1. 美国纽约州监管机构发布加密货币绿色名单 允许获批持有人上市和交易。
2. 灰度比特币信托单日持仓量增加4166个。
3. 北京金融科技创新监管试点创新应用正式提供服务，包含区块链项目。
4. 比特币市值占比不足61%，降至12个月以来低点。
5. Filecoin中国运营负责人Keren Yin：8月底到9月底是Filecoin主网上线关键窗口期。
6. 野村综合研究所正式推出加密资产指数。
7. 第二大比特币鲸鱼地址转移共96857枚BTC，价值逾11亿美元。
8. 数据：数百万个新地址以低于1.1万美元的价格购买了BTC。
9. 杨海坡比特猫分叉实验提案：若分叉首先将继承BCH原链。[2020/8/7]
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%.
金色晚报 | 5月29日晚间重要动态一览:12:00-21:00关键词：最高法信息中心、重启TON、成都、灰度GBTC、CME
1. 最高法信息中心已牵头制定司法区块链技术要求及管理规范。
2. 西南首个“区块链智慧产业园”落地成都。
3. 四川国资系统区块链创新研究联合实验室揭牌。
4. CME比特币期权交易量昨日创新高，突破6000万美元。
5. 社区宣布将重启TON，TONCommunity.org将同步启用。
6. 俄罗斯国家杜马官员：加密禁令实为确保公民主动申报加密交易以受法律保护。
7. V神：特朗普与Twitter等社交媒体巨头之争将凸显去中心化替代方案需求。
8. 分析：灰度GBTC增持BTC速度较快，投资者担心集中化问题。
9. Block.one宣布将于今天开始正式为BP投票。[2020/5/29]
FootprintAnalytics-GamingFinancingDistribution
Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.
FootprintAnalytics-GamingFinancingDistribution
Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.
FootprintAnalytics-GamingFinancingRanking
分析 | 金色盘面：ADA/USDT 有望形成技术反弹:金色盘面综合分析：ADA/USDT在创出新低后走出反弹行情，目前4小时K线图显示，MACD出现底背离，如果形成金叉，且成交量配合良好，压力位0.13336，止损点MA6。[2018/8/9]
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.
FootprintAnalytics-MonthlyGameFiUsers
Theoverallsubscriberbasehasdecreasedfrom3.59millionplayersinJanuaryto1.19millioninJuly(-69%).HerearethepainpointsofGameFi:
-?Lackoforiginality,withaneconomicmodelmainlybasedonmining,outputandreproduction.
Decent Labs推出Decent DAO，并完成1000万美元融资:金色财经报道，以太坊项目加速器Decent Labs今天宣布推出 Decent DAO，这是一个用于开发的去中心化风险工作室。它从 Decent Labs、BlockTower Capital、Cumberland DRW、Digital Currency Group、GSR、1kx 等筹集了 1000 万美元的资金。
Decent Labs 由Parker McCurley于 2017 年推出，旨在通过构建对机构来说足够复杂的可公开访问的开源金融工具，帮助以太坊上的去中心化金融 (DeFi) 开发。Decent Labs研究过的产品包括 Portis、Rawrshak、BRD 和 Sarcophagus。（decrypt）[2022/4/21 14:37:17]
-?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.
动态 | 日本推出使用Hyperledger Fabric区块链的API资产:据mynavi news报道，日本信息通信（NI+C）于24日开始提供面向票务业的API资产，据悉，其使用了Linux基金会开源的区块链平台Hyperledger Fabric。日本信息通信也是日本区块链促进协会的成员之一。[2018/10/26]
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
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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