十二月展望:游戏是当前我最看好的叙事

币圈资讯 阅读:36 2024-04-22 12:03:35 评论:0
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作者:雨中狂睡Sleeping in the Rain,web3游戏观察 来源:X@0xSleepinRain

GM,十二月展望来了。容我想两句托词,最近太忙了,也很累,天天扫项目,写东西的精力不足。但每月一次的展望该写的还是要写的,最迟但到,保质保量。

一、游戏

游戏是当前我最看好的叙事,我觉得现在的问题就是不太好上车的问题。因此,到最后,我们想要参与某个游戏资产的炒作,必须要进行研究+实操,才能作为逻辑支撑我们上下车。

Bigtime我的成本是在0.19,大概0.6左右走完的

其他游戏相关的概念包括:RON BERRY Pixels Online/Treeverse/GMT/PRIME。

RON(链) BERRY(子币) Pixels Online Land NFT(游戏NFT)我都有持仓(从大到小排列)。

凭借着Pixels Online,Ronin的日活跃度已经达到了115K/每日。如果你看过Pixels官方Twitter,就会发现它正在为即将到来的 $PIXELS 造势——虽然我们不知道Token发行的具体规则是什么,但是可以明确的是, $PIXELS 发行将吸引一波市场关注度,届时游戏也将迎来新的增量。Ronin也在努力地做 Pixels Online 相关的营销。

从官方市场营销的倾向来看,Pixels将会是未来一段时间Ronin的重心。

另外,Ronin在12月1日官宣了与Binance Pay的合作。这也是一个值得我们关注的点。

Treeverse

从官方的宣发内容来看,Treeverse游戏的开发版本将会在12月底/1月初发布,用团队Substack月度报告的话来讲,就是「wait for Dec for the big banger!」。从我个人喜好来看,我还是蛮喜欢Treeverse这种画风的。

另外,Treeverse也是刚刚完成了新的2.5M融资。

「This round includes founders and executives from companies like Animoca Brands, Sky Mavis, YGG, Faze Clan, Immutable, Pudgy Penguins, Pixelmon, Pixels Online, Pixel Vault and more.」

GMT/Gas Hero

GMT的逻辑就很简单。Gas Hero能够在二级市场上为GMT创造买盘的预期。不过GMT价格的表现就一般,emmm… 不过我还是拿着的。

除了这些以外,SugarTown也在我的持仓之中,不过我只有2个NFT。我的逻辑也很奇怪,SugarTown(游戏也很简单,一个跑酷游戏)的背景是R星子公司,R星又要推出GTA6,市场关注度非常高。SugarTown也一直在蹭,说不定可以蹭到一些市场关注度。

SugarTown最近也发了一些PUA内容。

Parallel PRIME之前已经提过很多次了,就不具体说明了,我个人很看好,也有仓位。

除此之外,在我Watchlist中的,还有Space Nation(最近做了非常多市场活动)、Gamee、Magic(做链的预期和新游戏的预期)、Grape、Shrapnel(12月可能会发布游戏产品,投资背景不错)、Meta Merge(电羊子项目)、Credles(Bigtime仿盘)和Seraph(游戏品质非常棒)

当然,游戏赛道还有很多机会,牛市来临,我的精力不足以支撑我看完所有的项目,所以如果你看好某个项目,也可以留言,我们一起讨论。

二、Thorchain

关于Thorchain的逻辑我已经在之前的推文中做了很多分享,比如它的经济模型是怎样的,如今它的定位是怎样的。在此我便不做过多赘述。

我坚定地看好Thorchain及其Fork Maya Protocol CACAO Chainflip FLIP。

三、Solana

之前我在Solana上的操作就是刷分,刷Jito、Margin和Solend的分,现在Jito已经快照,Solend也结算了奖励,之后我会把刷分的重心都挪到Margin上。

至于Jupiter的话,我个人觉得目前Aevo上的价格高估了JUP,所以开盘不会参与。

参与Solana生态,最好的方式就是看Solana官方正在往哪个方面使劲儿。例如,黑客松,他们除了DeFi和Gaming,他们还做了AI、DePIN和支付的Grant。所以,我们只需要根据链官方的倾向,去判断机会。

再细化一些,Solana推了DePIN,那么它推了哪些项目呢?

Hivemapper

而Hivemapper的原生Token HONEY也成为了Solana生态启动时,颇受市场欢迎的标的之一。

另外值得一提的是,PYTH也是我重点关注的一个项目。我觉得PYTH的大机会应该在明年。不论是治理确定费用模型还是对外合作,对于PYTH而言都是很好的催化剂。

四、铭文

我不是铭文的深度参与者,但我认为铭文满足了多方需求,因此也蕴含了诸多机会。对于矿工而言,BTC生态的活跃度增长,矿工收入也将水涨船高。而对于市场而言,新的概念和叙事带来了新的财富机会。CEX上我会关注 $ORDI $SATS ,链上会关注一下Nostr相关的东西。

五、AI

AI概念Token是今年以来表现最好的代币之一。这方面其实我研究不深。年初看好这个赛道的原因是我认为它会复刻Facebook改名那波。

做AI叙事,往往要追随现实世界中的特殊事件,比如OpenAI创始人离开公司后又重新掌权;某些颇受关注的AI峰会等等。我会考虑主做 $FET $OLAS 。

六、ETH及其生态

$BLUR

BLUR的事情大家也都清楚,我个人认为,Blast的估值是由其TVL支撑的,而BLUR价格则是Blast估值的外在表现(短期)。因为BLUR是可以去质押刷分的,而且刷分越久,给分的乘数越高。当下,很多人都已经开始套保+质押了,套保的费率大部分时间都是正的,也意味着费率也将会成为BLUR矿工的收入来源之一。

我个人操作是买入BLUR+质押刷分。

$ARB

ARB怎么说呢?虽然我下车了,但是我还是蛮看好的。首要原因就是ARB的基本面,当然这也是很多人上车的逻辑。包括Arbitrum最近生态激励和Layer3叙事(XAI将会在12月7日开启节点销售),这些都是Arbitrum生态的增益BUFF。还有一个原因是ARB明年的解锁。

七、Cosmos

Cosmos的机会除了为我们所知的 $RUNE $CACAO $FET $KUJI 外,我个人认为 $STRD 也将成为Cosmos生态的机会之一。不过,我现在还没有持仓(仓位太满了)。

具体可以看看这篇:

https://www.modularcapital.xyz/writing/stride


The author is crazy about sleeping in the rain. The observation source of the game in December is coming. Let me think two excuses. Recently, I have been too busy and tired. I don't have enough energy to sweep the project every day. But the monthly outlook should be written at the latest, but the quality and quantity of a game is my most optimistic narrative at present. I think the problem now is that it is not easy to get on the bus. Therefore, in the end, we want to participate in the speculation of a game asset. We must conduct research and practice as a logical support. My cost is that we can get on and off the bus. Other game-related concepts, including the chain coin game, which I have finished around, have positions arranged from big to small, and the daily activity has reached a daily level. If you have seen the official, you will find that it is building momentum for the coming. Although we don't know the specific rules of the release, it is clear that the release will attract a wave of market attention, and the game will also usher in a new increment and make efforts to do related marketing. From the perspective of the official marketing tendency, it will be a future period. In addition, the focus of time is the official announcement of the cooperation with the company on March, which is also a point worthy of our attention. From the official announcement, the development version of the game will be released at the end of the month and the beginning of the month. In terms of my personal preference, I still like this style of painting. In addition, the logic of new financing has just been completed, and it is very simple to create the expectation of buying in the secondary market, but the price performance is just so-so, but I still hold it. However, I only have one position, and my logic is very strange. The game is also very simple. The background of a parkour game is that Xingzi Company is going to launch the market again, and it has been rubbing up. Maybe it can rub up some market attention. Recently, I have posted some content, which has been mentioned many times before, so I don't specify it. Personally, I am very optimistic and have a position. In addition, there are expectations that I have done a lot of market activities recently and that new games will be released in the expected month. The background is good, the imitation of the electric sheep project and the quality of the game are excellent. Of course, there are still many opportunities on the game track, and the bull market is coming. My energy is not enough to support me to read all the projects, so if you are optimistic about a certain project, you can leave a message and we can discuss the logic of the second one together. I have already shared a lot in previous tweets, such as what its economic model is now, so I won't go into details here. I am firmly optimistic about it, and what I did before the third one was to brush it. Now that the score of peace has been snapped up and the reward has been settled, I will move the focus of the score to the top. As for the current price, I personally think that the current price is overestimated, so the best way to participate in the ecological opening is to see where the official is working hard, such as hacking. They have done and paid with them, so we only need to judge the opportunity according to the official tendency of the chain, and then what projects have it pushed, and the native has become quite popular when the ecological start. One of the welcome targets is also worth mentioning, and it is also a project that I focus on. I think the big opportunity should be next year, whether it is governance, cost determination model or foreign cooperation. The four inscriptions are good catalysts. I am not a deep participant in the inscription, but I think the inscription meets the needs of many parties, so it also contains many opportunities. For miners, the ecological activity will increase, and the income of miners will rise. For the market, new concepts and narratives have brought new wealth. On the opportunity, I will pay attention to the related things in the chain. The concept of five is one of the best tokens this year. In fact, I don't study this aspect deeply. The reason why I am optimistic about this track at the beginning of the year is that I think it will be renamed again. The narrative of that wave often follows special events in the real world, such as the founder's return to power after leaving the company, some high-profile summits, and so on. I will consider the main six and its ecological things, and everyone knows that I personally think the valuation is supported by it, while the price is. It is the external performance of valuation in the short term, because it can be pledged, and the longer the score is, the higher the multiplier is. At present, many people have begun to hedge and pledged the hedging rate, which is positive most of the time, which means that the rate will also become one of the sources of income for miners. My personal operation is to buy the pledge, but I am still optimistic about the fundamentals. Of course, this is also the logic for many people to get on the bus, including the recent ecological incentives and narratives. Starting node sales on March is an ecological gain, and another reason is that the opportunity to unlock seven next year will become one of the ecological opportunities besides what we know, but I haven't held any positions yet. For details, please take a look at this article. 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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