|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.
Layer2解决方案Scroll现已集成OKX Web3钱包:6月20日消息，据Scroll官方，Scroll现已集成OKX Web3钱包，用户可连接OKX Web3钱包在Scroll Alpha测试网体验跨链交易等。此外，OKX Web3钱包的插件端也已支持Scroll Alpha测试网，用户可以通过自定义网络接入Scroll Alpha测试网进行转账等。Scroll是一个EVM等效的zkRollup以太坊扩容方案Scroll，其Alpha测试网已经在Goerli上线。[2023/6/20 21:50:02]
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.
韩国检方将Terra联创Daniel Shin等涉案人员移交审判:4月25日消息，据韩国检方将Terraform Labs联合创始人、Chai Corporation前首席执行官Daniel Shin等涉案人员移交审判。这是检方在对Terra-Luna崩盘事件调查一年后，首次对相关案件作出初步结论。
韩国首尔南部地方检察厅金融证券犯罪联合调查组当天以《资本市场法》中欺诈性不正当交易等嫌疑，对Daniel Shin等Terra项目相关的8名管理人员和普通职员进行了不拘留起诉。检察官在起诉书中称，他们在2019年4月至2020年 5月期间铸造了“投资合同证券”Luna代币，但并在没有提交证券报告的情况下将其分发并出售给投资者。
Daniel Shin被指控的罪名包括：违反资本市场法（不正当交易、违反公募规定、无牌销售）、 违反特定经济犯罪法（欺诈、背信、挪用公款）、违反特定金融交易信息法、违反电子金融交易法、伪造收据、渎职和商业背信。（Newsis）[2023/4/25 14:25:27]
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.
Ripple前开发者关系总监：以太坊让稳定币概念发生变化，从债务变为资产:金色财经报道，针对近期稳定币市场问题，Ripple前开发者关系总监、现Protocol Labs首席开发者Matt Hamilton在社交媒体上表示，XRP Ledger是第一个支持所谓稳定币的区块链，在XRPL上，这种类型的资产被命名并称为IOU（I owe you）工具，即债务义务，用户借出1,000美元以换取1,000 USDC，Circle将按需返还，这样的系统要求用户清楚地确定他们对交易对手的信任程度。Matt Hamilton表示，稳定币概念发生变化是因为以太坊的到来，因为人们开始将USDT或USDC等稳定币本身视为资产，而不是其他资产的债务。[2023/3/12 12:58:47]
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.
保富银行：在风投及加密货币领域没有风险敞口:金色财经报道，保富银行 (Preferred Bank)表示，公司在风投及加密货币领域没有风险敞口。[2023/3/11 12:55:51]
Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.
TakeAxieInfinityandSplinterlandsaretwoexamples.
Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.
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.
以太坊测试网首次成功模拟ETH质押提款:金色财经报道，以太坊 zhejiang 测试网络在 UTC 时间 15:00（北京时间 23:00）epoch 1350 激活上海升级，首次成功模拟了质押 ETH 的提款。以太坊基金会的 DevOps 工程师 Barnabas Busa 表示，在 zhejiang 测试网上，部分和全部提款以及 BLS 更改都包含在执行负载中。下一次测试网升级将在下周的某个时间在 Sepolia 进行，随后是 Goerli 测试网。
此前消息，以太坊核心开发者计划 2 月 7 日在 Zhejiang 测试网上激活上海升级。[2023/2/8 11:53:07]
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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