三大矛盾点解析GameFi赛道现状
作者：Mindao 来源：X（原推特）@mindaoyang
GameFi 感觉就是每年都喊着summer来了，心里却哼着《冬天的一把火》。
DeFi找到自洽的逻辑，做了传统金融完全做不到的：非主权货币，无边界开放金融，非许可交易和借贷，无监管赌场等等。它在完全不一样的基础设施上高效提供了传统金融完全无法提供的资产和服务。
GameFi 冷冷热热，一直找不到合适的落地。
我感觉，有三个矛盾：
第一个，讨论最多的是可玩性和金融属性之间的冲突。玩家愿意为可玩性付钱，但不愿意成为金融性的奴隶，金融性和可玩性成反比。赚钱跑步，亏钱TM就装死不跑了。
第二，开发商铸币权和代币模型去中心化冲突。一线开发商，赚地盆满钵满，不屑于搞gamefi，把自己从地产商变打工人，更不愿意把铸币权代币化分给用户；二线开发商东南亚中东野市场，不愁赚现金；最后剩下的，似乎才能在币圈找到不那么合适的均衡点。
第三，玩家和开发商不对等地位。好的开发商永远是少的，用户的供给层面是属于劣势（曾经以为元宇宙类游戏可以改变这种产出的非均衡）。
DeFi用户可以贡献最核心的流动性和交易量，和开发团队利益均沾，通过治理代币形成合力和利益同盟。但gamefi在这个逻辑上并不成立。好的开发商，不缺钱，不缺人才，不缺用户，有币何用？
上面三个矛盾，也是对这个赛道的疑惑点。
无论是链游，全链游戏，还是AW，除了换个说法，都还没给人来个defi的uniswap的那种wow的通透感。
我感觉这赛道，还在雪宝唱《In Summer》阶段。
The author's original Twitter source feels that every year, he shouts, but he hums a fire in winter to find a self-consistent logic. He has done non-sovereign currency, borderless open finance, unlicensed transactions and unregulated casinos that traditional finance can't do. It has effectively provided assets and services that traditional finance can't provide. I feel that there are three contradictions. The first one is between playability and financial attributes. Conflict players are willing to pay for playability, but they don't want to be slaves of finance. Finance and playability are inversely proportional to making money. If you lose money, you will pretend to be dead. The second developer's coin rights and token model will be decentralized. The first-line developers in conflict will earn a lot of money and disdain to change themselves from real estate developers to workers. They are even more reluctant to token the coin rights to users. The second-line developers in Southeast Asia, the Middle East and the wild market will not worry about making cash. Finally, it seems that the rest can find an inappropriate equilibrium point in the currency circle. The third player. Not equal to developers, good developers are always less users. The supply level is inferior. Unbalanced users who once thought that meta-cosmic games can change this output can contribute the core liquidity and transaction volume, and the interests of the development team are all affected. But in this logic, a good developer is not short of money and talents. Why use the above three contradictions is also a doubt about this track? I feel that this track is still snowing. 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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