|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.
Coinbase与可口可乐、Atari等品牌合作举办Onchain Summer活动:金色财经报道，Coinbase产品副总裁Max Branzburg发布博客文章称，在8月9日Base主网启动之时，Coinbase将与可口可乐、Atari、OpenSea、Pixelmon 和 Showtime等50多个品合作牌举办Onchain Summer活动，品牌将提供每日铸币的链上收藏品，重点围绕艺术、音乐、游戏、宣传等领域，这些活动将使加密货币比传统加密货币更容易获得、有趣和有用。
该公司还宣布，将向在 Base 上构建应用程序的团队赠送超过 100 个以太坊（截至发稿时时价值约 183,000 美元）。[2023/8/4 16:17:23]
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
加密环保初创公司Ecoterra完成超50万美元预售轮融资:金色财经报道，以可持续发展为重点的加密环保初创公司Ecoterra宣布已完成超50万美元预售轮融资，该公司通过发行原生代币ECOTERRA激励用户从事环保工作，用户每次回收塑料瓶、容器和其他可重复使用的材料时都可以获得代币激励，其开发的Web3应用能让用户扫描他们想要回收的材料的条形码。该应用程序包含来自主要公司的包装材料库，并计算每件物品的奖励。（finbold）[2023/4/18 14:10:08]
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
Atotalof22projectsreceivedfinancinginJuly,generallyfollowingmarketfluctuations.?Investmentroundsarestillactiveattheseedstageformanymonths,supplementedbyotherrounds.?Thisishighlyrelatedtotheactivetimeofusersaftertheprojectislaunched.Judgingfromthenumberofactiveusersoftheproject,theactivetimeformultipleprojectssuchasStarSharks?andCryptomines?doesnotexceed3months.Therefore,accordingtothecurrentprojectdevelopmenttrend,VC'sinvestmentfundsremaininnewprojects.
数据：黄立成过去3天购入35万枚BLUR，均价为0.48美元:金色财经报道，据Lookonchain数据监测，“麻吉大哥”黄立成在过去3天内总计购入35万枚BLUR，平均购买价格为0.48美元。
此前，黄立成在收到185万枚BLUR空投后以0.71美元的价格将所持BLUR全部抛售，本次为他首次购买BLUR代币。[2023/3/14 13:02:45]
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.
Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.
报告：2022年暗网市场总收入为15亿美元，不及2021年的一半:2月10日消息，据区块链分析公司Chainalysis发布的报告，2022年暗网市场和欺诈商店的收入较2021年有所下降。2022年暗网市场总收入为15亿美元，低于2021年的31亿美元。
Hydra市场再次成为2022年收入最高的暗网市场，尽管它在4月份受到OFAC制裁并在美德联合行动中被关闭。其次是Mega Darknet Market、Blacksprut Market和OMG!OMG! Market。Hydra的关闭导致整个行业的暗网市场收入下降，所有市场的平均每日收入从关闭前的420万美元下降到关闭后的44.7万美元。[2023/2/10 11:58:42]
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.
共和党人获得美国众议院多数席位，将改变加密法案的道路:金色财经报道，在11月8日的选举结果将第218个席位归于共和党之后，美国国会将正式在两个主要政党之间分裂，使该党在众议院获得多数席位，因为加密货币行业正在等待可能定义其未来的立法。
美联社周三晚些时候报道，加州共和党人迈克-加西亚在该州第27国会区赢得连任，使该党获得了控制权所需的218个席位。
长期以来，人们一直预计共和党将赢得众议院，尽管他们最终的多数席位将出乎意料地少，而且民主党人成功地抵挡住了他们接管参议院。虽然有少量的众议院选举仍在等待最终结果，但共和党人现在可以期待很快安装他们的新众议院议长，以及--对加密货币行业来说很重要--众议院委员会的新领导人。（Coindesk）[2022/11/17 13:14:38]
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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