|August?Report
WhilethenumberofnewusersenteringGameFihasdroppedprecipitously,theaveragenumberoftransactionsperuserisincreasingsteadily.Therefore,withtheusersinthemarkettodaymorelikelytobeactivelygaming,GameFidatafromAugustcanhelpusunderstandwhichprojectsandecosystemsaresustainableinthelongrun.
SplinterlandsandAlienWorldscontinuetobeneck-and-neckastheysteadilyincreasethenumberofuserssinceJunedespitethemarket.Incontrast,oncepromisingFarmersWorldcontinuestobleedusers.
Amassive$200MfundingroundforstealthmodeWeb3gamingstudioLimitBreakandlargeroundsforotherdeveloperslikeAnimocaandGunzillaGamesshowthatinvestorsarebankingonstudiostocarrythetorchoncethemarketreverses.
KeyFindings
OverallMarket
數字支付平臺Rapyd宣布收購PayU的多數股權:金色財經報道,支付技術提供商Stripe支持的數字支付平臺Rapyd宣布斥資6.1億美元收購PayU的多數股權,PayU是互聯網巨頭Prosus旗下專注于新興市場的支付集團。Rapyd首席執行官兼聯合創始人Arik Shtilman表示,公司正處于完成新一輪7億美元融資的最后階段,這表明了如何該交易將獲得融資。他還確認Prosus不會成為此次收購的股東。
Rapyd目前估值為87.5億美元,已籌集超過8.06億美元,其當前投資者包括Fidelity、Dragoneer、General Catalyst和Target Global等,以及金融科技巨頭Stripe。[2023/8/1 16:11:17]
●?ThetotalvolumeinGameFisawitsfirstMoMrespiteafterninemonthsofconsecutivedeclines,growing28%percent—notenoughtobreaktheoveralldownwardstrendorwarrantcelebrationjustyet.
●?Forperspective,volumeinAugustwas93.5%underitsDecember2021highsatthepeakofthebearmarket.
●?Whilethevolumeperuserdeclines,thetransactionsperuserincrease—thereisnostraightforwardconclusiontodraw.Still,itmaymeanthatparticipantsinthemarkettodayaremorelikelytobeactivelygamingandenjoyingthegames.
市場消息:SBF所乘飛機已抵達美國紐約州:12月22日消息,據市場消息,FTX創始人SBF的飛機落地美國紐約州韋斯特切斯特。[2022/12/22 22:00:23]
●?BNBhasarelativelytinyportionofvolume(10.6%)andgamingtransactions(under5%)despitehavingthemostprojects—lendingcredencetotheargumentthatthechainisfullofvaporwaregamesnobodywantstoplay.
Financing&Investment
●?TheamountoffundingraisedintheGameFispacedropped36%MoMfrom$2.14Bto$1.37B.Thenumberofroundscontinuestocollapseprecipitously.
●?Fourofthetop10largestroundsinAugustwereclosedbygamedevelopersandstudios.
●?ThisreflectsanongoingtrendinthisbearmarketwhereinvestorsarebettingbigonWeb3gamestudiosandtraditionaldevelopersandseekingtoenterGameFi.
●?AmongtheroundsinAugustwasanother$45MforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3M.
GnosisDAO:向GNO持有者分發約900萬枚SAFE提案已獲通過:10月24日消息,GnosisDAO在Snapshot上發布的GIP-64社區提案已獲通過。截止2023年2月15日,將向GNO Token三類持有者,包含:1、在以太坊主網或 Gnosis 鏈上智能合約中質押 GNO Token 者;2、質押GNO Token的個人用戶;3、Cruve GNO:sGNO 19池參與者,分發共計約900萬枚數字資產管理平臺Safe(原Gnosis Safe)原生Token SAFE。
此外,GnosisDAO在未來4年內將線性解鎖1.5億枚SAFE份額,其中將至多向GNO四類質押者分發共計1億枚SAFE(包括上述900萬枚)。[2022/10/24 16:37:07]
GameFiUsers
●?MAUcontinuedforthe6thmonthofdecline(by9.4%),whereasthenumberofnewusers/participantsinGameFiincreasedby19.8%MoM.
●?Therewerenosignificantshiftsinthedistributionofusersamongthemajorchains,however,ThunderCorequicklyemergedtotakeup4.5%ofusers.ThelargestgameonThunderCoreisJellySquish,whichaveragedaround400-600usersperdayinAugust.
ProjectsOverview
●?SinceSplinterlands'collapseinusernumbersinJune,thegamehasbeensteadilyrebuilding,growingby54%fromitslowonJune6toitshighonAugust26.
加密借貸平臺Cred在訴訟中將其破產歸咎于加密交易所Uphold:7月23日消息,加密借貸平臺Cred的清算信托周五起訴加密貨幣交易所Uphold,稱Uphold策劃了最終導致Cred在2020年尋求破產保護的產品。
根據Cred Inc. Liquidation Trust的說法,Cred和Uphold共同創建和推廣了CredEarn,Cred通過CredEarn借出超過1億美元的客戶存款,然后在2020年破產。訴訟稱,“Uphold通過錯誤地將其宣傳為‘安全’、‘有保障’、‘有保險’和‘完全對沖’,促使成千上萬的用戶加密貨幣借給CredEarn計劃。”訴訟中寫道,Uphold知道Cred正在實施一種高風險的對沖策略,并且存在與加密貨幣收益計劃相關的監管風險,Uphold和Schatt沒有承擔所有這些風險,而是決定通過Cred運行 Earn來將風險從Uphold轉移。在一份聲明中,Uphold對訴訟中提出的主張提出異議。Uphold堅稱Cred完全獨立擁有和運營,并表示在向Uphold客戶推廣產品時,它不知道CredEarn的財務問題。(CoinDesk)[2022/7/23 2:32:58]
●?AlienWorldscontinuedtobeneck-and-neckwithSplinterlands,vyingforthespotofthemostpopularblockchaingame.
●?Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersorinteractwitha3Dworld—demonstratingtheprimitivenessofthecurrentGameFiindustry.
加密ATM運營商:加密貨幣 ATM 網絡將在2022年“快速擴張”:6月10日消息,總部位于美國的加密 ATM 運營商 Bitcoin of America 宣布,隨著消費者需求的增長,加密貨幣 ATM 安裝數量迅速增加。Bitcoin of America 在 6 月 9 日 發布的一份新聞聲明中表示,該公司目前運營著 2,500 多臺比特幣 ATM,考慮到 3 月份該運營商控制了 1,800 個地點的機器,這一數字飆升了 38% 以上。部分擴展是由于在其機器中添加了新的加密貨幣。值得注意的是,該平臺支持購買比特幣、萊特幣和以太坊。(finbold)[2022/6/11 4:17:41]
●?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.
來源:金色財經
Tags:THEINGANDGAMtogetherbnb能睡幾個MARKETINGPandora ProtocolGameoneToken
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