AW Frontier:链上游戏风险市场的现状

币圈资讯 阅读:42 2024-04-22 09:47:57 评论:0
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随着风险投资 (VC) 公司对全链上游戏和自治世界的兴趣日益浓厚,我发现自己在想:作为一个构建完全链上游戏的团队筹集资金是什么感觉?

在如此小的生态系统(尤其是每个人都非常开放的生态系统)中运营的好处之一是你以轻松地与团队交谈。

因此,为了帮助回答我的问题,我联系了几位知名全链游戏的创始人,包括Primodium的Tax Cuts、Paima Studios的Sebastien Guillemot和Minters 的 Stokarz。

今天,我将分享这些对话的主要收获,并从 Builder 的角度深入了解链上全游戏风险投资市场的状况。

话不多说,让我们直接进入正题吧!

投资者的兴趣不断增长

直到最近,作为一个全链上的游戏项目进行融资几乎是不可能的。

正如 Stokarz 在描述他试图为明特斯做到这一点的经历时所说的那样:

“对于一家完全在链上的游戏公司来说,在 2022 年筹集资金非常困难。投资者并没有看到它们有多大价值。其中一些人的态度是:你们在建赌场吗?将游戏放在区块链上的想法……很难理解”。

然而,趋势正在转变。

投资者对全链上游戏的兴趣正在不断增长,有几个因素推动了这种情绪转变:

1. 一些游戏已经指明了方向

像《黑暗森林》这样的全链上游戏找到了适合市场的产品,同时帮助证明该行业可以创造新颖的体验。

2. 技术已经进步

该领域在开发适合托管全链上游戏的基础设施和实现独特的游戏机制方面取得了重大进展。

这包括水平 Rollups、游戏引擎(框架)、zk 证明等等。

3. 商业模式不断发展

人们更加重视构建永久性游戏和“游戏即服务”,而不是仅在销售点获利的产品(稍后会详细介绍)。

4. 意识增强

投资者对全链上游戏生态系统中正在发生的事情有了更深入的了解,黑客马拉松有助于理解这一点。

这一切都转化为风险投资活动的增加,Proof Of Play、Curio、Argus Labs、Cartridge 和 Citadel 等团队都在 2023 年筹集了数百万美元的资金,总价值达 5440 万美元。

永久游戏盛行

我与 Tax Cuts 谈话的一个重要收获是,投资者对“游戏即服务”和“永久游戏”(perpetual games)感到兴奋。

如前所述,“游戏即服务”(GaaS) 是指为持续更新和内容发布而设计的视频游戏,旨在让玩家长时间参与。

这种模式允许开发者根据玩家反馈不断完善他们的游戏,与玩家建立持续的关系,并通过订阅机制或微交易产生经常性收入。

OG 级别永久游戏的一个例子是 MMO 魔兽世界 (WOW),玩家每月支付订阅费用,同时获得定期扩展。

我们还没有看到这个模型如何(或是否)在全链上游戏中实现。

然而,由于其属性、Web2 的成功以及区块链的永久性,在全链上游戏中实施 GaaS 模型的潜力,有助于提高加密原生 VC 投资该行业的热情和意愿

如果你正在建设基础设施,筹集资金会更容易

我的谈话中的另一个共同点是,除了游戏之外,构建基础设施的项目更容易筹集资金

这种方式不仅注重开发引人入胜的游戏体验,而且注重创建丝滑操作所需的底层技术框架。

Sebastien 分享了他对这一趋势的看法,他说:

“我对 web3 游戏的感觉是它现在很奇怪。许多风险投资公司看到了游戏的增长,但由于风险而犹豫是否要押注于单一游戏(或工作室),并将游戏 + 基础设施的组合视为更安全的赌注”。

如果我们站在风险投资公司的角度,就很容易明白为什么许多人会这样想。

投资基础设施可以实现多元化,因为风险不是仅仅依赖于某个特定游戏或团队的成功(或失败),而是分散在多个游戏甚至整个生态系统中。

为了了解更多背景信息,Sebastien 对全链上游戏引擎的作用进行了比较,我发现这很有趣:

“我们关于 Paima 的主要论点是,全链上游戏引擎更像是 DEX 聚合器,而不是 DEX。也就是说,你支持的生态系统越多,你拥有的流动性(活跃玩家)就越多。[这更像是]一个 DEX 聚合器,[而不是]一个 DEX”。

要点和洞见

总的来说,根据我的调研,全链上游戏的风险市场似乎开始慢慢升温。

尽管投资者的兴趣并不强烈,但其兴趣正在增长,特别是对于旨在构建永久游戏和基础设施的项目

这是非常令人鼓舞的。

然而,仍然存在明显的挑战,例如 GaaS 模型的实施。

此外,(当然)并不是每个人都可以构建游戏之外的基础设施。

最后,我想给潜在的创始人留下一些可行的建议。

其中之一是:如果你要筹集资金,请从加密货币原生风投那里进行

正如 Tax Cuts 所说:

“最好从了解构建协议的加密原生公司筹集资金,而不是传统的风险投资公司(或特定游戏公司,除非他们有[专用]加密基金)”。

原文链接:https://wasd.mirror.xyz/qH0tRoGWB-kWEyM9SU4i7XOEXwug4GPGLvKKhrZUNik


With the growing interest of venture capital companies in full-chain games and the autonomous world, I find myself wondering what it's like to raise funds as a team to build a full-chain game. One of the benefits of operating in such a small ecosystem, especially an ecosystem where everyone is very open, is that you can talk to the team easily, so in order to help answer my questions, I contacted several well-known founders of full-chain games, including and, today, I will share the main gains of these conversations. It is almost impossible to get a deep understanding of the situation of the whole game venture capital market in the chain from a new perspective. Let's get to the point directly. The interest of investors has been growing continuously until recently. As he said when describing his experience of trying to do this for Minters, it is very difficult for a game company that is completely in the chain to raise funds in 2008. Investors have not seen how valuable they are. Some of them have the attitude of you. Are you building a casino? It is hard to understand the idea of putting games on the blockchain. However, the trend is changing, and investors' interest in full-chain games is growing. There are several factors that have promoted this emotional change. Some games have pointed out the direction. Full-chain games like Dark Forest have found products suitable for the market, and at the same time, they have helped to prove that the industry can create novel experiences. Technology has improved in this field in developing infrastructure suitable for hosting full-chain games and realizing unique game mechanisms. Great progress has been made, including the proof of horizontal game engine framework, and the continuous development of business models. People pay more attention to the construction of permanent games and games as a service rather than products that only profit at the point of sale. Later, we will introduce in detail the awareness-raising and investors' deeper understanding of what is happening in the whole chain game ecosystem, which helps to understand this. All this has been translated into the increase of venture capital activities and the total amount of funds raised by teams such as. The popularity of permanent games with a value of 10,000 US dollars is an important gain from my conversation with investors. As mentioned above, game as a service refers to a video game designed for continuous updating and content distribution, which allows players to participate in this model for a long time, allowing developers to continuously improve their games according to player feedback, establish a continuous relationship with players and generate regular income levels through subscription mechanism or microtransactions. An example of a permanent game is World of Warcraft players. We haven't seen how or whether this model can be implemented in full-chain games. However, due to the success of its attributes and the permanence of the blockchain, the potential of implementing the model in full-chain games is helpful to improve the enthusiasm and willingness of encryption native investors to invest in this industry. It will be easier if you are building infrastructure to raise funds. Another common point in my conversation is that it is easier to raise funds for projects that build infrastructure besides games. He shared his views on this trend, saying that my feeling about the game is that it is strange now, but many venture capital companies are hesitant to bet on a single game or studio and regard the combination of game infrastructure as a safer bet because of the risk. If we stand in the perspective of venture capital companies, it is easy to understand why many people want to vote like this. Capital infrastructure can be diversified, because the risk is not only dependent on the success or failure of a specific game or team, but scattered in multiple games or even the whole ecosystem. In order to understand more background information, I find it interesting to compare the role of the game engine on the whole chain. Our main argument is that the game engine on the whole chain is more like an aggregator, not that is to say, the more ecosystems you support, the more mobile active players you have, which is more like an aggregation. On the whole, according to my research, the risk market of games on the whole chain seems to be heating up slowly. Although investors' interest is not strong, it is growing, especially for projects aimed at building permanent games and infrastructure. This is very encouraging, but there are still obvious challenges, such as the implementation of the model. In addition, of course, not everyone can build infrastructure outside the game. Finally, I want to leave some feasible suggestions for potential founders. One of them is that if you want to raise funds, please do it from cryptocurrency native venture capital. As said, it is best to raise funds from cryptocurrency native companies that understand the construction agreement, not traditional venture capital companies or specific game companies unless they have a link to the original text of the dedicated cryptofund. 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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