AND:ABGA x Footprint Analytics August 2022 GameFi Report_rogagame

|August?Report

WhilethenumberofnewusersenteringGameFihasdroppedprecipitously,theaveragenumberoftransactionsperuserisincreasingsteadily.Therefore,withtheusersinthemarkettodaymorelikelytobeactivelygaming,GameFidatafromAugustcanhelpusunderstandwhichprojectsandecosystemsaresustainableinthelongrun.

SplinterlandsandAlienWorldscontinuetobeneck-and-neckastheysteadilyincreasethenumberofuserssinceJunedespitethemarket.Incontrast,oncepromisingFarmersWorldcontinuestobleedusers.

Amassive$200MfundingroundforstealthmodeWeb3gamingstudioLimitBreakandlargeroundsforotherdeveloperslikeAnimocaandGunzillaGamesshowthatinvestorsarebankingonstudiostocarrythetorchoncethemarketreverses.

KeyFindings

OverallMarket

Tari Labs就Taro协议赢得了针对Lightning Labs的限制令:金色财经报道，区块链初创公司 Tari Labs 就其 Taro 协议和平台赢得了针对比特币开发商 Lightning Labs 的临时限制令。该裁决意味着 Lightning Labs 将无法对 Taro 协议进行更新或宣布协议的进一步发展。

Tari Labs 于 2020 年创立了 Tari 协议，该协议能够将数字资产从门票转移到虚拟商品。Tari 拥有 Tari 在美国的注册商标，用于各种加密货币交易和兑换服务。区块链平台去年在加利福尼亚州北部地区对 Lightning Labs提起侵犯版权的投诉。它声称其 Taro 协议和平台的名称与自己的商标相似，并提供类似的服务。[2023/3/15 13:06:01]

●?ThetotalvolumeinGameFisawitsfirstMoMrespiteafterninemonthsofconsecutivedeclines,growing28%percent—notenoughtobreaktheoveralldownwardstrendorwarrantcelebrationjustyet.

●?Forperspective,volumeinAugustwas93.5%underitsDecember2021highsatthepeakofthebearmarket.

●?Whilethevolumeperuserdeclines,thetransactionsperuserincrease—thereisnostraightforwardconclusiontodraw.Still,itmaymeanthatparticipantsinthemarkettodayaremorelikelytobeactivelygamingandenjoyingthegames.

Yuga Labs Dookey Dash的获胜钥匙在OpenSea上获得110万美元的出价:金色财经报道，一群NFT爱好者正试图购买Yuga Labs的无尽跑酷游戏Dookey Dash的获胜钥匙，并开出110万美元竞标。UpDAO是中标钥匙背后的集体，目前还没有被目前的所有者，18岁的《堡垒之夜》主播凯尔·“蒙格拉尔”·杰克逊接受。

Mongraal将他的钥匙NFT以2222个ETH的价格上市，大约是350万美元。UpDAO与Pixel Vault的Inhabitants Universe有关，这是一款即将推出的带有NFT角色的Web3游戏。[2023/2/26 12:30:01]

●?BNBhasarelativelytinyportionofvolume(10.6%)andgamingtransactions(under5%)despitehavingthemostprojects—lendingcredencetotheargumentthatthechainisfullofvaporwaregamesnobodywantstoplay.

Financing&Investment

●?TheamountoffundingraisedintheGameFispacedropped36%MoMfrom$2.14Bto$1.37B.Thenumberofroundscontinuestocollapseprecipitously.

●?Fourofthetop10largestroundsinAugustwereclosedbygamedevelopersandstudios.

●?ThisreflectsanongoingtrendinthisbearmarketwhereinvestorsarebettingbigonWeb3gamestudiosandtraditionaldevelopersandseekingtoenterGameFi.

DWallet Labs完成500万美元种子轮融资，DCG和Node Capital领投:8月18日消息，网络安全公司DWallet Labs宣布完成500万美元种子轮融资，Node Capital和Digital Currency Group(DCG)共同领投。本轮融资将于用在Odsy网络上构建服务和解决方案，Odsy是一个开发中的去中心化访问层，旨在通过动态去中心化方案进行钱包签名。（theblock）[2022/8/18 12:34:15]

●?AmongtheroundsinAugustwasanother$45MforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3M.

GameFiUsers

●?MAUcontinuedforthe6thmonthofdecline(by9.4%),whereasthenumberofnewusers/participantsinGameFiincreasedby19.8%MoM.

●?Therewerenosignificantshiftsinthedistributionofusersamongthemajorchains,however,ThunderCorequicklyemergedtotakeup4.5%ofusers.ThelargestgameonThunderCoreisJellySquish,whichaveragedaround400-600usersperdayinAugust.

Kairon Labs合伙人：在加密领域实施熔断机制非常困难:Kairon Labs合伙人Jens Willemen在谈及“加密货币市场是否需要熔断机制”概述了熔断机制在实施上的困难。Willemen表示：“对于市值较小，那些刚刚上市的代币而言，熔断机制将是一件好事。对于规模更大、流动性更强的代币来说，熔断机制确实有意义，可以为市场增加一定的稳定性。但在实践中，我们相信这将很难实现在。大多数代币都在许多不同的（不受监管的）交易所上交易，让所有这些交易所就何时以及如何实施熔断机制达成一致将非常困难。”

Inveniam Capital Advisors的董事顾问Michael Creadon持有类似的看法，其同样认为熔断机制在加密货币领域很难生效。（Cointelegraph）[2020/4/26]

ProjectsOverview

●?SinceSplinterlands'collapseinusernumbersinJune,thegamehasbeensteadilyrebuilding,growingby54%fromitslowonJune6toitshighonAugust26.

●?AlienWorldscontinuedtobeneck-and-neckwithSplinterlands,vyingforthespotofthemostpopularblockchaingame.

●?Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersorinteractwitha3Dworld—demonstratingtheprimitivenessofthecurrentGameFiindustry.

Bavala成为ABIT全球准超级节点:据ABIT官方消息，Bavala现已获批成为ABIT全球准超级节点。自今日起，Bavala将履行ABIT节点义务并享受节点权益，共同建设ABIT全球生态。

ABIT是创立于澳大利亚的交易平台，致力于为全球用户提供安全、稳定、高效的数字资产交易服务。[2020/4/13]

●?FarmersWorldcontinuedtobleedusers,reachinganAugustlowof66,228activedailyusersonthe30th,a55%declinefromitsATHinMay.

CryptoMacroOverview

Thecryptomarketsawitsmostsubstantialrallyinhalfayearfrommid-JulytoAugust,spearheadedbyEthereum’sjumpabove$2,000inmid-August.?

Explanationsinclude:

●?AnticipationforTheMerge,whichwillseeEthereummovetoProoforStake(andeventuallyburnsupply).

●?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

标签：THEINGANDGAMtogetherbnb按不了thotcoinglobal交易所在中国有备案吗SKYLANDSrogagame

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