Web3游戏发展快但问题多 用户如何实现收益最大化?

币圈资讯 阅读:43 2024-04-22 12:01:28 评论:0
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玩哪种类型的游戏能够赚到最可观的回报?很多用户最先想到的可能就是参与Web3游戏。对,Web3游戏的财富效应有目共睹,举个最典型的案例:2021年加密资产大牛市期间,顶流Web3游戏Axie Infinity的原生治理代币AXS在6个月时间内从3美元一路飙升至156美元。

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牛市期间AXS的资产价格走势

在造富效应这一维度,Axie Infinity也曾创下过单月收入最高的情况,但是老牌《魔兽世界》《原神》等游戏一番对比和思索之下,一系列问题随之而来:

数年之后Web3游戏能否在用户体量和市场规模上完全超越传统游戏?Web3游戏行业的景气度,究竟是由什么因素所决定的?普通用户如何在这个尚不成熟的市场中,尽最大可能把握优质项目机遇?哪些工具和应用能够辅助用户更好地发现好项目、分析大行情?

下文将逐一为用户解答这一系列困惑,仅作为行业信息参考,不构成投资建议。

一、从数据走势来看,Web3游戏或将以更快的速度吞噬传统游戏市场的份额

Web3游戏所衍生的财富效应无需多言,但是站在宏观角度,用传统游戏的发展数据与其进行对比,其中的趋势可能会更直观和明显。

数字资产信息披露平台Xangle在近期的一份报告中指出,全球PC游戏的年收入从1983年左右才突破10亿美元,随后用了13年才增长到100亿美元,又用了25年才达到150亿美元。移动游戏的年收入从1995年左右才突破10亿美元,随后用了10年时间才增长到100 亿美元,又用了12年时间才达到150亿美元。

4Nbkd15DSryDPkERhFzg79T4sZ72ajADVOPyHVn6.png

Xangle报告:全球PC游戏和移动游戏年收入增长表

对比之下,Axie Infinity在2021年8月份的单月收入就超过了3亿美元(发行于2020年11月)。截止到2022年10月,该项目的年度总收入达到了20亿美元。显而易见的是,PC游戏和移动游戏发展数年才累积起来的全行业总收入,对于牛市期间的Axie Infinity来说只需数年就能完成。

Xangle数据还显示,Web3游戏投资占整个游戏行业的比例迅猛上升,从2020年的1.1%上升到2021年的9.5%,2022年的38.3%,2023 年第一季度更是达到惊人的57.2%。这说明更专业理性的投资人也在用脚投票,大踏步进入吸金效应更强的Web3游戏领域,传统游戏逐渐沦为“弃子”。

btj250AEZ5BQsq38j8CsIGhSODoxxfG15kcD9EBN.png

Xangle报告:Web3游戏在全网游戏中的投资占比数据表

从这一系列的数据表现来看,Web3游戏或将以更快的速度吞噬传统游戏市场的份额。在未来,Web3游戏的普及度和应用空间将得到极大的拓展。

二、超高的失败率之下,难掩Web3游戏生命周期取决于加密市场行情的事实

尽管大势喜人,但Web3游戏仍然是以螺旋上升的状态发展,这一过程中同样伴随着低谷,投融资数据变化即可直观印证这一点。

DappRadar在10月初发布的《2023年Q3链游状况》报告显示,该季度Web3W游戏项目获得6亿美元资金,相比第二季度(9.73亿美元)下降了38%,这使得2023年前10个月的的融资总额约为23亿美元,仅相当于去年全年融资总额的30%。

8mOjbybM44mtfWRUj7gXNPeSPCBfFXwzURPrsjap.png

DappRadar数据:2023年Q3行业总融资额较Q2下降38%

对于新兴的Web3市场来说,外部融资是行业和项目延续生命周期的关键所在,这一点与传统游戏完全不同,后者的增长逻辑基本上取决于玩家的体验和游戏的质量。对比之下,Web3游戏整体市场和具体项目的稳健程度远远不及传统游戏行业。当然更让用户难以接受的是,Web3游戏项目的死亡率远远超过传统游戏。

加密资产数据分析网站Coingecko发文近日表示,自从GameFi概念诞生5年以来,已有2127款Web3游戏失败,占GameFi推出总数2817的75.5%。其中,Coingecko判断Web3游戏失败的标准为14天内平均活跃用户数量跌幅超过99%。

9aUlPiNoHYmR7Ros4UgsTOPadE8yL4SZctv2KHQa.png

Coingecko数据:近5年来Web3失败游戏比例达75.5%

Web3游戏的失败率为何如此之高?许多Web3游戏玩家必然能总结出一个标准答案:热钱涌入之下,愈发浮躁的行业环境让开发者无心为项目做长期投入,一心逐利的用户也仅仅是抱着投机的心态参与项目。财富效应稍有退却后,Web3游戏项目的经济模型便会迅速崩塌,最终留下一地鸡毛,同样的剧本循环往复,更多失败的项目或许还在路上。近期的一则行业新闻,或许能够恰如其分地佐证上述结论。

Web3游戏Sharpnel代币SHRAP在上线Bitget后短时暴涨5倍以上,此前该项目已累计完成近3000万美元融资,其中10月份的第三轮融资额就高达2000万美元。但这笔财富似乎来得太快了,以致于团队核心人员产生了不可调和的分歧与矛盾,其中一名创始人向法院指控另外两名高管涉嫌侵占公司资金。受此影响,项目的公信力和口碑度极大受损,后续的运营也充满了更多不确定因素。但是对于了解Web3游戏行业内幕的从业者来说,此类型的事件并不罕见。

YOL9JPPaQIRvdD1QtZ2tnt3ysS85noDhbJ0sJn7i.png

Shrapnel官方就团队内讧一事发表公开声明

对于广大用户来说,我们无需过度苛责Web3游戏项目开发者,因为这毕竟是人性使然,更何况用户来到Web3游戏市场的第一目的也是赚取收益。我们真正需要关心的问题是,如何在信息不对称的行业中发现好项目,或者能在最短的时间内抓住暴涨行情。当然,在这个过程中我们需要注意规避风险、保障资产安全。

三、用户无法左右行业发展走向,只能在不确定性极强的市场中找寻价值机遇

目前来看,Web3游戏市场的整体发展态势难言成熟,普通用户做项目投资的损益情况也更具随机性。所以,用户无法左右行业发展走向,只能在不确定性极强的市场中寻找价值机遇。但问题是,在不透明的市场中,毫无信息资源优势的用户如何才能捕捉到行业机遇呢?

7tWmuL2QapLwSDudT1i88f9oJaeiUmtAZcNPFUmf.png

DappRadar数据:Gamifly的综合排名跃居行业第二 

K1KUYSjopjuNykfKKJYZq5kqXAUVMRGvOcrArjnq.png

DappRadar数据:Gamifly 24小时内独立钱包活跃数和交易笔数增幅20%左右

以热门项目为例,近日Gamifly的数据表现冲到了行业最前列。DappRadar数据显示,截止到12月1日,Gamifly的独立钱包活跃数和交易笔数已攀升至全行业第2,二者的24小时增幅均为20%左右。Gamifly的迅猛增势可能蕴藏着一定的价值机遇,但问题是用户如何事先发现这类项目并尽早完成相关布局呢?维度更广、功能更全的Web3游戏行业数据网站,即可帮助用户解决这一困扰。在文章结尾处,笔者为用户列举两个代表性的相关工具,供用户参考。

先介绍HyperPlay,这是一个Web3原生游戏启动器和游戏商店聚合器,它可以将用户的资产、钱包和NFT自动接入其参与的每一款Web3游戏应用。今年6月,HyperPlay完成了1200万美元融资。

进入HyperPlay官网,点击上方的Store按钮即可进入Web3游戏商城页面。按照详细的分类,用户可以检索并选择对应的Web3游戏项目,即可进入游戏的详情页面,开启P2E之旅。

cxVvQ24orELZMxCqsFVPNO8nMPAqK79UhnUWkhxu.png

HyperPlay的Web3游戏商城页面

与其他行业数据网站相比,HyperPlay的优势在于它进一步实现了区块链游戏的完全互操作性。用户只需将个人的钱包账户与HyperPlay网站绑定,即可玩转各类链游项目。当然劣势在于,它所收录的Web3游戏数量相对有限,展示的游戏详情信息也并不全面。

再看另外一个平台:DeGame,Degame目前已经是WEB3游戏收据收录最全的社区+下载站了。目前新最版本的DeGame功能更全,可以更好地满足用户发现优质Web3游戏项目的需求。

IbFXm1pjyxACbF5nrKoxiTiBxrtDaPUbWpMQYJql.jpeg

DeGame新产品的界面图 

从收录效果来看,经过大量的数据积累和前沿的算法技术,DeGame可以一键聚合Web3所有类型的赛道及其项目,用户只需输入对应的项目名称或点击进入各个赛道版块,即可无缝嵌入绝大多数Web3项目;

从功能体验来看,DeGame的Top Communitties、Quest、Leader Board、Gaming和Event功能模块,直接向用户展示项目社区、有奖任务、项目排名、应用下载和线上线下活动的入口,用户只需点击按钮即可触达不同项目的多个功能模块,无需来回切换即可玩转各个项目;

从信息普及效果来看,DeGame平台的Feeds和Acadamy功能带有明显的UGC属性,全球的专业Web3创作者均可通过图文和视频的形式,传递行业新闻、分享行业见解,广大Web3用户在一个DeGame网页中通过信息检索即可扫清认知盲点,解决信息不对称的难题。


What kind of game can earn the most considerable return? The first thing many users think of is the wealth effect of participating in the game. It is obvious to all. A typical case is the original governance token of the top-stream game during the big bull market of encrypted assets in 2008. During the bull market, the asset price trend has soared from US dollars to US dollars. In the dimension of wealth-making effect, it has also reached the highest monthly income. However, after a series of comparisons and reflections on the old World of Warcraft and other games, The question follows: after several years, can the game completely surpass the prosperity of the traditional game industry in terms of user volume and market scale? What factors determine how ordinary users can seize the opportunities of high-quality projects as much as possible in this immature market? What tools and applications can help users better find good projects and analyze the big market? The following will answer this series of puzzles for users one by one, which are only used as industry information references and do not constitute investment suggestions. Or it will devour the share of the traditional game market at a faster speed. The wealth effect derived from the game need not be said, but the trend may be more intuitive and obvious by comparing it with the development data of traditional games from a macro perspective. In a recent report, the digital asset information disclosure platform pointed out that the annual income of global games only exceeded 100 million US dollars from about, then it took years to grow to 100 million US dollars, and then it took years to reach 100 million US dollars. It took years to grow to $ billion, and it took years to reach $ billion. By contrast, the annual income of global games and mobile games exceeded $ billion in January, and the total annual income of the project reached $ billion from January to June. Obviously, the total income of the whole industry accumulated after several years of development of games and mobile games can be completed in just a few years during the bull market. The data also shows the proportion of game investment in the whole game industry. The rapid rise from 2000 to the first quarter of 2000 is even more amazing, which shows that more professional and rational investors are also voting with their feet to enter the game field with stronger gold absorption effect. Traditional games are gradually becoming abandoned, and the investment ratio of games in the whole network is reported. The data table shows that games will devour the market share of traditional games at a faster speed, and the popularity and application space of games will be greatly expanded in the future. It is hard to hide the fact that the life cycle of the game depends on the encrypted market. Although the general trend is gratifying, the game is still developing in a spiral state. This process is also accompanied by changes in the investment and financing data of the low valley, which can be directly confirmed. The annual chain tour status report released at the beginning of the month shows that the funds obtained by the game project in this quarter are $ billion lower than that in the second quarter, which makes the total financing of the previous month about $ billion, which is only equivalent to the total financing data of last year. For emerging markets, external financing is the key to extend the life cycle of industries and projects, which is completely different from traditional games. The growth logic of the latter basically depends on the player's experience and the quality of the game. In contrast, the overall market and specific projects of the game are far less stable than those of the traditional game industry. Of course, it is even more unacceptable for users that the mortality rate of game projects far exceeds that of traditional game encryption assets. The data analysis website recently issued a document saying that since the concept was born, Since, the failure of existing games has accounted for the total number of launches, among which the standard for judging the failure of games is that the average number of active users in the day has fallen more than the data. In recent years, the proportion of failed games has reached the point where the failure rate of games is so high. Many gamers are bound to sum up a standard answer. Under the influx of hot money, the increasingly impetuous industry environment makes developers unwilling to make long-term investment in the project, and the users who are single-minded and profit-seeking only participate in the economy of the game project with a speculative attitude. The model will collapse quickly and eventually leave a chicken feather with the same script. More failed projects may still be on the way. A recent industry news may be able to appropriately support the above conclusion. After the game token was launched, it has soared more than twice in a short time. Previously, the project has completed nearly 10,000 US dollars of financing, and the third round of financing in January was as high as 10,000 US dollars. However, this wealth seems to have come so fast that the core members of the team have irreconcilable differences and contradictions. One of the founders. Accusing the other two executives to the court for allegedly embezzling company funds has greatly damaged the credibility and reputation of the project, and the subsequent operation is also full of more uncertainties. However, this kind of incident is not uncommon for practitioners who know the inside story of the game industry. For the majority of users, we don't need to be overly critical of the game project developers because it is human nature after all, and the first purpose of users coming to the game market is to earn profits. What we really need to care about is how to find a good project in the industry with asymmetric information or how to seize the skyrocketing market in the shortest time. Of course, in this process, we need to pay attention to avoiding risks and ensuring the safety of assets. Three users can't control the development trend of the industry, but they can only look for value opportunities in the highly uncertain market. At present, the overall development trend of the game market is hard to say mature, and the gains and losses of ordinary users' project investment are more random, so users can't control the development of the industry. The trend of exhibition can only seek value opportunities in the highly uncertain market, but the problem is how can users who have no advantage in information resources capture industry opportunities in the opaque market? The comprehensive ranking of data has jumped to the second place in the industry, and the number of active independent wallets and transactions has increased by about one hour. Take hot projects as an example, the recent data performance has rushed to the forefront of the industry, and the data shows that the number of active independent wallets and transactions has climbed to the second place in the industry as of June. There may be some value opportunities for the rapid growth of the left and right, but the question is how users can find such projects in advance and complete the relevant layout as soon as possible. The game industry data website with wider dimensions and more comprehensive functions can help users solve this problem. At the end of the article, the author lists two representative related tools for users' reference. First, this is a native game launcher and game store aggregator, which can automatically access users' asset wallets and every game application they participate in. This month, they completed $10,000 financing to enter official website and click the button above to enter the game mall page according to the details. 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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