寻找下一个链游“千倍币”:梳理GameFi专用链及链上生态游戏代表

币圈资讯 阅读:40 2024-04-22 04:46:06 评论:0
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自2024年开年以来,币安Launchpool上线的6期项目中,有4期项目与游戏有关,依次是虚拟伴侣游戏Sleepless AI、Layer3游戏公链、元宇宙农场游戏Pixels、专注游戏跨链的Protal平台。

币安接连上线游戏赛道资产的举动,让沉寂已久的GameFi赛道再次热闹了起来,而在其上线的4个游戏项目中,有两个资产或多或少与游戏专用链有关,其中Xai是Layer3游戏专用链代表;而Pixels则是游戏侧链Ronin上的第一个上线币安的生态项目,且2月5日币安正式上线Ronin原生代币RON。

其实不止币安在加大对链游的支持,还有多个游戏项目也在建设自己的GameFi专用链。2月15日,ApeCoin社区宣布将基于Arbitrum开发者堆栈构建ApeChain;2月22日,号称Web3任天堂的TreasureDAO社区投票通过基于Arbitrum生态开发Treasure Chain,并计划今年Q3上线主网。

寻找“新GameFi公链极其链上优质游戏资产”以及“新公链+新游戏”结合的组合资产正在成为加密社区的新Alpha。那么,目前,加密市场上代表的游戏公链极其生态发展究竟如何呢?

与EVM兼容的游戏专用链Ronin Network(RON)

Ronin Network简称Ronin是专门为游戏应用设计的EVM兼容链,由玩赚游戏代表Axie Infinity开发团队Sky Mavis搭建。该平台旨在解决在以太坊拥堵和GAS费过高、交易速度慢等问题,为玩家提供了一个更加流畅和无缝的游戏体验。

不过,2022年3月Ronin网络遭遇黑客攻击,5个验证器私钥被盗,黑客使用被黑的私钥伪造提款,使其损失超6亿美元,是加密货币领域有史以来最大的黑客攻击事件之一,也是链游领域发生的最严重的一次安全事件。

自此次攻击后,Ronin网络曾一度陷入低迷状态,RON代币价格也从3.4美元高点一落千丈,长期在0.2美元底部上下震荡徘徊。

近期,链上生态应用Pixels元宇宙游戏的爆火、币安上线RON交易对,Ronin才重拾了注意力。

不过,2月23日,Ronin网络再闹安全乌龙。有用户在推特平台反馈,检测到价值约1000万美元的RON(约300万枚)被黑客盗取后,并通过混币器Tornado Cash转移。

很快,Ronin联合创始人Psycheout回复表示,Ronin和跨链桥都没有问题,这只是一个鲸鱼钱包被盗。这位被盗的鲸鱼竟是Axie Infinity和Ronin Network的联合创始人Jihoz,他解释到,其两个个人地址遭到安全攻击,此次攻击仅限于其个人账户,与Ronin链的验证或运营活动无关。本次乌龙事件并未影响RON代币价格走势。

其实,过去一年,Ronin也在一直不断完善其基础设施。为了提高网络的安全性和稳定性、降低中心化风险,保障了用户资产的安全,去年4月份,Ronin先是将其网络共识机制由PoA(Proof of Authority)共识升级为DPOS,升级共识后网络验证者节点数由9个增加到22个,比起之前更加去中心化。

此外,Ronin还上线了RON质押功能,并启动质押奖励,还宣布了第一批基于Ronin的游戏工作室合作伙伴,包括Directive Games、Tribes Studio、Bali Games、Bowled.io和SkyVu。

随后,Ronin吸引了诸如Pixels等优质成熟链游项目的加入,平均每月都有链游宣布迁入其生态。先是P2E链游Pixels于10月份宣布从Polygon迁移至Ronin网络,随后,韩国游戏制作公司ACT Games在11月表示将旗下所有游戏迁移至Ronin Network,卡牌对决链游Apeiron于12月迁移到Ronin网络等。

今年1月,Ronin推出游戏内物品线上商店Mavis Store,玩家可购买链上和链下物品,支持RON、AXS、SLP、WETH和USDC付款,并将收入的0.5%捐给Ronin Treasury。

目前,Ronin网络生态已集成了游戏聚合平台Mavis Hub、NFT交易市场Mavis Market等专注于链游的配套产品,还有DeFi类应用DEX平台Katana、支持游戏资产抵押的借贷产品MetaLend、Launchpad平台Impossible Finance,及基础设施钱包Ronin Wallet、预言机Pyth Network、跨链桥Bridge等。

根据官网数据显示,截至2月29日,Ronin网络完成的NFT资产交易量已超过41亿美元、地址数约1533万个,每笔交易Gas费仅为0.0012美元。

原生代币RON报价为2.88美元,流通市值为8.6亿美元,在加密市场排名112位,近3个月涨幅超过160%。

Ronin生态游戏代表

1、P2E玩赚游戏鼻祖Axie Infinity

Axie Infinity是Ronin上最大的加密数字宠物养成游戏,并开创了P2E(Play-to-Earn)模式,游戏玩家可饲养、繁殖和交易NFT化且称号为“Axies”的生物,互相之间可以组建名为 Axies 的生物团队进行对战。

截至今日,Axie Infinity基于Axie生物已经衍生了Axie Classic(初始版本)、Origins(支持玩家免费入场)、HomeLand(土地建设游戏)、Raylights(面向Land持有人的农场耕作游戏)、Defenders of Lunacian Land(Axie生存游戏)、Project T prototype(Axie游戏早期原型)等多个游戏。

寻找下一个链游“千倍币”:梳理GameFi专用链及链上生态游戏代表

去年7月,Axie Infinity推出AXP(Axie Experience Points)链上升级机制,用于促进Axie宠物的养成和部件升级。

玩家通过玩Origins版本,获得AXP积分点数,这些点数不可转让,并与每只Axie绑定,可用于升级和进化Axie宠物角色的部件或者等级。

AXP和Axie升级功能的引入使Axies成为可以随着时间积累改进和个性化的动态NFT,标志着Axies从被动角色资产转变为可通过游戏活动进化的数字生物,NFT支持链上可升级的机制将会有更广泛的用途,如游戏中的角色养成等。

去年11月底,Axie宣布推出官方商品及线上商店,销售印有项目Logo的徽章,Axie角色的衬衫、帽子、配饰,Squishmallow风格的毛绒玩具,价值300美元的手办等,支持加密货币和法定货币双支付。

与此同时,还开放了Mystic、Origin系列中的4877个NFT的商业版权限制,支持Axie NFT所有者可以其NFT角色作为吉祥物来开展各种业务,包括Axie主题咖啡馆、漫画、餐厅或玩具系列等。

不过,这并没有在社区引起太多关注。根据官方数据显示,2023年Axie Infinity财库收益仅有340万美元,DAU为6万。

寻找下一个链游“千倍币”:梳理GameFi专用链及链上生态游戏代表

2月14日,Axie Infinity宣布推出Origins第7赛季,本季总奖池规模18,900 AXS和 1,374,051 SLP,价值约合20万美元。

截至2月29日,游戏治理AXS代币报价为9.46美元,近7日涨幅为21.4%,流通市值为13亿美元,排名77为;游戏内代币SLP报价为0.0043美元,30日涨幅为47%,流通市值1.7亿美元。

2、元宇宙农场游戏Pixels

Pixels原是运行在Polygon上的像素风元宇宙农场社交休闲游戏,去年10月份迁移至Ronin网络。在该游戏中,玩家可以通过经营农场、如耕种土地、收集作物、木材、石头等资源,获取代币奖励。

2月8日,Pixels上线币安新币挖矿第46期项目,并于次日宣布完成480万美元融资,本轮融资由Framework Ventures、Yield Guild Games、Sky Mavis等参投。

原生代币PIXEL于2月19日以0.04美元的发行价上线币安,最高冲至0.69美元,如今,价格已回落至0.49美元,流通市值为3.8亿美元。

2月28日,链游Pixels宠物像素狗NFT宣布开放铸造,宠物可提升游戏内玩家的活动范围,增加库存空间等,还将在未来的PVP模式中发挥效用。

本次宠物狗NFT发行总量3000枚,面向此前游戏内已完成“Key to Success”任务的玩家,铸造费用为500PIXEL(约合250美元)。截止发稿,该NFT在Mavis Market上地板价为180RON(价值495美元)。

3、卡牌游戏Zoids Wild Arena

Zoids Wild Arena是由韩国知名游戏公司ACT Games开发的一款策略TCG游戏(集换式卡牌游戏)。该游戏玩家可以收集Zoids系列机械生物卡牌NFT,支持使用30张卡牌组建牌组,并相互对战以争夺霸主地位。

玩家也可与其他玩家进行1v1比赛,每个玩家都使用自己预先构建的牌组,并轮流使用自己的玩牌各种策略,通过将对手的命令减少到零生命值来获胜。

寻找下一个链游“千倍币”:梳理GameFi专用链及链上生态游戏代表

去年11月,ACT Games宣布将旗下所有游戏引入Ronin网络,Zoids Wild Arena是其旗下第一款迁移至Ronin的游戏。

4、卡牌对决游戏Apeiron

Apeiron是一款卡牌对决和神灵模拟游戏,玩家在游戏中扮演神灵,并使用基于卡牌的实时战斗系统参与对战。

去年12月,Apeiron宣布迁移至Ronin网络,并曾在2022年完成由Hashed领投的1000万美元种子轮融资。

2月28日,Apeiron Arena公开测试版在Epic Game商店发布,玩家可以通过下载并参与竞技赚取ANIMA空投积分,ANIMA空投积分可用于玩家角色NFT的增强升级,或用于游戏奖励池中质押。

目前,Apeiron还未发币。

5、多人射击游戏The Machines Arena

The Machines Arena是一款4v4多人在线射击游戏,游戏玩家角色是以虚拟英雄呈现,并提供单机和多人玩法两种模式,玩家将以坦克或辅助英雄的身份在科幻战场上进行对战。

The Machines Arena的开发商Directive Games是一家总部位于中国香港的游戏开发团队,专注于AR游戏的开发。

目前,该游戏处于内测阶段,玩家需报名申请才能参与。

Layer3游戏专用链XAI

Xai是由Offchain Labs基于Arbitrum Nitro技术堆栈构建的、专为满足Web3游戏的需求而定制开发的Layer3网络。专注于降低Gas成本、增强网络稳定性等,同时它也是币安Launchpool第43期项目。

2月28日,Xai宣布其代币XAI质押系统v1现已上线,并开放esXAI至XAI的赎回功能。上线当日质押的XAI代币价值就超过了3000万美元。

Xai网络利用XAI和esXAI双代币经济机制来维持生态系统的平衡。

esXAI是不可转让的,通过XAI锁仓1:1获得,用途主要是通过质押获得更多更多福利,如上线的V1质押版本支持通过锁仓esXAI提高质押等级,增加XAI奖励的频率等。

XAI是Xai网络中的Gas支付和节点奖励代币,也是其游戏生态系统中的主要代币,作为游戏和游戏内物品的支付资产。其中,XAI代币发行总量25亿枚,2月29日报价为1.3美元,近14日涨幅为25%,流通市值3.68亿美元。

此外,2月18日Xai表示,正研究制定DAO提案,以使Arbitrum拨款1亿枚至2亿枚ARB用于发展游戏。

去年6月,Xai就宣布已与知名游戏团队ExPopulus合作,开发了卡牌游戏Final Form和元宇宙LAMOverse两款游戏。

目前,Xai生态内已上线了角色扮演游戏Tarochi、Final Form、LAMOverse、折纸主题游戏Kashi等在部署,还上线了Camelot DEX、Rarible NFT市场和Web3开发工具包Thirdweb等产品。

寻找下一个链游“千倍币”:梳理GameFi专用链及链上生态游戏代表

链上游戏代表

1、RPG游戏Tarochi

Tarochi是Xai上线的第一个RPG游戏,该游戏基于Paima平台引擎开发,玩法类似于神奇宝贝(Pokemon),玩家可以探索、完成任务、战斗和捕捉怪物。

2月11日,Tarochi发布Genesis Trainer NFT,可以用于加速游戏进程和提前试玩新产品等。该NFT发行量1万个,31个小时内售罄。

截至2月29日,Genesis Trainer NFT在OpenSea平台显示的交易量为60ETH,地板价为0.0113ETH。

2、卡牌收藏游戏Final Form

Final Form是由ExPopulus开发的卡牌收藏游戏,玩家可通过收藏角色卡牌,参与战斗赢取奖励,该游戏计划于2024年4月发布。

3、元宇宙游戏LAMOverse

LAMOverse也是由ExPopulus开发的元宇宙游戏,它为玩家提供了一个完全沉浸式且不断发展的宇宙,玩家可以凭借虚拟身份进入,并与对手作战获取奖励,该游戏将于2024年第四季度推出

4、动作游戏Carnivale

Carnivale同样是由ExPopulus开发,这是一款开放世界的动作游戏,故事讲述的是在一个世纪后的未来,人类的主要斗争已成为对信息的影响和控制,人们需要为此而战。目前,该游戏还在开发中。

ZK系Layer2游戏公链Immutable

Immutable也称Immutable X原是使用StarkEx技术构建的、专注与NFT与GameFi的zkRollup系Layer2,具有快速交易确认、零Gas费用和高可扩展性。去年3月,Immutable转向与Polygon合作开发zkEVM网络,1月30日宣布推出 Immutable zkEVM主网,并将对公众开放。

目前,Immutable生态内有Immutable X和Immutable zkEVM两大Layer2网络,二者最大的区别是Immutable X网络不支持智能合约。此外,还为开发者提供了开发NFT和游戏的相关配套基础设施,如NFT市场开发模板、NFT Mint工具、优化NFT流动性的API等。

去年12月,Framework Ventures还宣布对Immutable生态系统进行战略投资,具体金额未披露。

根据2月2日Immutable发布的《2024年度计划》显示,Immutable网络上已上线了200多款游戏,其中100多款基于 Immutable zkEVM 构建,许多游戏将于2024年推出。

2024年开年后,多个游戏宣布加入Immutable生态。其中,1月24日链游开发商Endless Clouds宣布将旗下两款游戏Treeverse和Capsule Heroes加入Immutable zkEVM 生态;2月3日,RPG NFT游戏Pixelmon宣布将在进行Immutable zkEVM构建并推出战斗竞技场。

根据官网显示,Immutable生态已经完成集成的游戏数目已经有150+,NFT及游戏资产交易市场有20+,包括知名的卡牌游戏Gods Unchained(GODS)、角色扮演游戏Guild of Guardians和战斗类游戏Illuvium(ILV)等。

寻找下一个链游“千倍币”:梳理GameFi专用链及链上生态游戏代表

截至3月1日,Immutable原生代币报价为3.22美元,近30天涨幅超过60%,流通市值为44.7亿美元,排名24位。

链上代表游戏

1、卡牌游戏Gods Unchained

Gods Unchained(GODS)是由Immutable X团队开发的策略类卡牌(TCG)游戏,该游戏玩法和暴雪出品的卡牌游戏《炉石传说》相似,游戏设定了神殿,有6位不同的神灵角色,玩家可选择一个角色,根据自方现有的卡牌组构建各种战术套牌,将对手的生命值减少到零。

2月29日,Gods Unchained游戏在Google Play和苹果App Store 上推出了其早期访问版本。

GODS是GodUnchained游戏通证,总供应量为5亿个,可用于升级卡牌级别、进行社区治理投票,截至3月1日报价为0.37美元,流通市值为1亿美元,近7日涨幅为35%。

2、战斗类游戏Illuvium

Illuvium(ILV)是由Synthetix创始人亲兄弟Kieran和Aaron创建的收藏和角色扮演(RPG)游戏。游戏中,玩家需要收集名为Illuvial的NFT生物,组建一支由Iluvial组成的队伍,以不同的模式进行竞争。

Illuvium生态系统内主要有3款游戏,开放世界探索模式Illuvium Overworld、RPG 对战模式Illuvium Arena 和土地经营模式Illuvium Zero3。

Illvium Arena是自动战斗游戏模式,玩家可以组建队伍,以各种模式进行竞争,例如生存竞争;

Illuvium Overworld:开放世界冒险,玩家探索外星景观,捕捉被称为Illuvials的野兽,并收集资源增强Illuvials技能;

Illvium Zero是一款专注于战略和城市管理的城市建设游戏,允许玩家建造和管理数字综合体并从资源中获利;

2月14日,Illuvium表示,计划于2024年Q2推出Illuvium:Overworld版本的Illuvial Hunting游戏,也称Illuvial狩猎冒险游戏,提升玩家在开放世界的游戏体验。

Illuvium游戏代币为ILV可用于社区治理投票,决策协议收益和利润分配等,发行量1000万,现报价为118美元,近7天涨幅超过25%,市值为7.4亿美元。

3、卡牌对战链改游戏Shardbound

Shardbound原本是由Spiritwalk Games推出的PVP卡牌对战策略游戏,由游戏工作室Bazooka Tango开发。去年3月,宣布与Immutable工作室合作,推出区块链游戏版本,目前注册量已经超过了8万人。

4、格斗射击游戏MetalCore

MetalCore是由Sutdio369工作室开发的一款以机甲战士为主题的格斗游戏,玩家将通过操控战斗机甲或飞机、坦克等载具,在广阔的沙盒地图中进行战斗,以争夺资源和战利品,计划在今年Q2之前推出公开测试。

该游戏曾在2022年3月完成价值1500万美元的Token和NFT出售融资,该私募由BITKRAFT Ventures和Delphi Digital领头,参投方包括Immutable、Animoca,以及Yield Guild Games(YGG)、Merit Circle、Avocado等。


Since the beginning of the year, the mid-term projects of Coin 'an online game are related to games, followed by virtual companion games, public chain games, universal farm games, and platforms focusing on cross-chain games. Coin 'an's move to launch the track assets one after another has revived the long-lost track, and two of its online game projects are more or less related to the game-specific chain, of which the first one on the side chain of the game is the ecological project of Coin 'an online. In fact, online native tokens are not only increasing the support for chain games, but also a number of game projects are also building their own special chains. The community announced that it will build a community called Nintendo based on the developer stack, and voted to find a new public chain and its high-quality game assets on the main network based on ecological development and plan to go online this year, and the combined assets of the new public chain and new games are becoming new in the encryption community. So what is the ecological development of the game public chain represented in the encryption market at present? Compatible game special chain is referred to as a compatible chain specially designed for game applications. The platform is built by the development team on behalf of the game. It aims to solve the problems of congestion and high transaction speed in Ethereum, and provides players with a smoother and seamless game experience. However, in September, the network was attacked by hackers, and the private key of a verifier was stolen. Hackers used the hacked private key to forge withdrawals, resulting in losses of more than 100 million dollars. It is one of the biggest hacking incidents in the field of cryptocurrency, and it is also a chain tour field. Since the attack, the most serious security incident happened, the network was once in a downturn, and the price of tokens plummeted from the high point of the US dollar for a long time, and fluctuated around the bottom of the US dollar. Recently, the explosive coins of the online eco-application meta-universe game were put on the line, and the trading pair regained its attention. However, the network became a security oolong again on January. Some users feedback on Twitter platform and detected that about 10,000 pieces worth about 10,000 dollars were stolen by hackers, and they quickly transferred them through the coin mixer. The co-founder replied and crossed the chain bridge. There is no problem. This is just a whale whose wallet was stolen. The stolen whale was actually the co-founder of Hehe. He explained that two of his personal addresses were attacked by security. The attack was limited to his personal account and had nothing to do with chain verification or operation activities. This oolong incident did not affect the price trend of tokens. In fact, in the past year, it has been constantly improving its infrastructure to improve the security and stability of the network, reduce the risk of centralization and ensure the security of user assets. Last month, it first reached a consensus on its network. After the mechanism was upgraded from consensus to consensus, the number of network verifier nodes increased from 10 to 10, which was more decentralized than before. In addition, the pledge function was launched and the pledge reward was started. The first batch of game studio partners based on it was also announced, including and subsequently attracted the participation of high-quality mature chain tour projects such as, on average, chain tours announced to move into their ecology every month. First, chain tours announced to migrate to the network in January, and then the Korean game production company said in June that it would move all its games to cards. The online store players can buy online and offline items to support and pay, and donate the income to the current network ecology, which has integrated the game aggregation platform, trading market and other supporting products focusing on the chain tour, as well as application platforms, lending products platforms supporting the mortgage of game assets, and infrastructure, such as wallet prediction machine, cross-chain bridge, etc. According to official website data, the amount of asset transactions completed by the network as of March has exceeded 100 million US dollars, with tens of thousands of addresses. Each transaction fee is only USD. The original token is quoted as USD, and the market value is USD billion. It ranks in the encryption market in recent months, and the increase exceeds that of the eco-game representative. The originator of the game is the largest encrypted digital pet development game in the world, and a model has been created. Gamers can raise, breed and trade, and creatures named can form a biological team to fight with each other. Up to now, the initial version based on biology has been derived to support players to enter the market for free. The land construction game is oriented to the farmers of the holders. Farming game, survival game, early prototype of the game and many other games are looking for the next chain. The representative of the special chain and ecological game on the chain launched the chain upgrade mechanism last month to promote the development of pets and upgrade parts. Players get integral points by playing the version. These points are not transferable and are bound to each part that can be used to upgrade and evolve pet characters. The introduction of grades and upgrade functions makes it a dynamic symbol that can be improved and personalized over time. Assets are transformed into digital biological support chains that can evolve through game activities. The upgradeable mechanism on the support chain will have a wider range of uses, such as the development of characters in games. At the end of last year, the official products were announced and online stores sold shirts, hats, accessories, plush toys with the value of dollars, etc., which supported the double payment of cryptocurrency and legal tender. At the same time, the commercial copyright restrictions of one in the series were opened to support the owners to use their characters as mascots to carry out various activities. This kind of business includes theme cafes, comic books, restaurants or toy series, etc. However, this has not attracted much attention in the community. According to official data, the annual income of the treasury is only 10,000 US dollars, and it is 10,000 US dollars. Looking for the next chain tour, combing the special chain and ecological games on the chain, the representative announced the launch of the first season, and the size and value of the total prize pool this season were about 10,000 US dollars. As of March, the game governance token quoted price rose to US dollars recently, ranking as the in-game token quoted price rose to US dollars, which The universe farm game with a value of US$ 100 million was originally a pixel wind yuan universe farm social casual game running on the Internet. In this game, players can get token rewards by operating farms, such as farming land and collecting crops, wood and stones. The first phase of the coin-mining project was launched on January, and the next day, it was announced that the financing round of US$ 10,000 was completed. The original tokens were launched at the issue price of US$ on January, and the price has now fallen back to the market value of US dollars. Announcing the opening of casting pets for the $100 million-month-day chain tour pet pixel dog will improve the range of players' activities in the game and increase the inventory space, etc. It will also play a role in the future mode. The total number of pet dogs issued this time is about US dollars for players who have completed tasks in the previous game. As of press release, the US dollar card game is a strategy game set-changing card game developed by a well-known Korean game company. Players can collect a series of mechanical biological cards to support the use of cards to form a deck and compete with each other for dominance. Players can also compete with other players. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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