观点:为什么说目前所有的链游都是伪需求?

币圈资讯 阅读:35 2024-04-22 12:20:28 评论:0
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作者:Phyrex,币安广场创作者 来源:X @Phyrex_Ni

1.链游的伪需求:违背降低准入门槛的初衷

目前所有的链游都被认为是伪需求。为什么这么说呢?因为游戏本身的初衷是为了娱乐,与金融无关。游戏行业一直以降低准入门槛为最大追求。历经PC客户端、网页游戏、手机游戏等多次进化,每次进化都是为了占领用户最多的“便捷空间”,让用户能够轻松无阻地进入游戏。

然而,链游却走向了相反的方向。为什么这么说呢?因为接受区块链的群体本身就很小众,而用一个小众的群体去推广更小众的群体,只有一个可能的机会,那就是高收益。至于链游的收益在哪里,这个问题稍后再讨论。

2. 传统游戏支付演变:以用户快感为前提

在传统游戏中,除了载体的不断进化,支付渠道和支付方式也在不断演变。从点卡、包月,到现在的道具付费,都是贴近用户在“玩”这个本质上的心理,以让用户在玩的过程中获得最大快感为前提。游戏的本质是让人开心,有人称游戏是“电子鸦片”,但核心还是玩得开心。在真实世界中,靠玩游戏赚钱的人虽然存在,但通过游戏本身打金赚钱的无一例外都是“好玩”的游戏。

共识与支付问题:链游的支付难题

这与币圈的共识有相似之处,只有有足够的共识才会有更多的人愿意持有,而持有的过程就是流动性的增加。然而,对于链游来说,支付却是最大的问题。有人认为链游解决了支付的问题,不需要支付给苹果或者Google渠道费,使用USDT支付降低了门槛。

币圈支付问题:GameFi环节的最大挑战

实际上,币圈的支付才是整个GameFi环节中最大的问题。虽然有些国家允许使用信用卡入金,但实际上USDT只是中间的媒介。目前的GameFi,无论是双币种还是单币种,都是推行自己的Token,这才是最大的门槛。即便使用USDT和USDC支付,对于非币圈用户来说,进入门槛仍然很高,回到了1-2的问题中。

3. 游戏作为娱乐选择:不同于专业玩家的视角

对于更多的玩家来说,游戏未必是盈利的方式,而是放松的选择。相比专业游戏玩家,普通人才是一款游戏的底层建筑。更多的普通用户参与才能代表了游戏更加好玩。只有更好玩的游戏才能吸引更多的玩家进入,从而产生游戏的周边市场,如直播、电竞、打金工作室等。这些都建立在好玩的基础上。好玩并不是一个简单的词语,是需要专业和沉淀的。尽管有新的游戏公司或产品大卖,背后的开发者肯定是有足够从业经验的。对于这些开发者来说,钱反而不是最重要的。

GameFi的本质:不为了好玩,而是为了炒币

然而,在币圈中,情况正好相反。币圈人做游戏,从本质上来说,并不是为了游戏好玩,也不是为了吸引更多的外部用户来玩。这是最根本的本质,也是最无解的地方。尽管一些GameFi的开发商声称自己做的是3A大作,但为什么没有一个能获得主流市场认可呢?这是一个悖论。口头上说得再好听,因为GameFi的本质不是Game而是Fi,不是为了好玩,而是为了炒币。GameFi甚至连个载体的雏形都算不上。

回归到游戏的载体,游戏引擎的进化旨在更好地体现游戏设计者的还原度,让游戏更具观赏性和艺术性。然而,上链作为一个载体,解决了什么游戏行业本身无法解决的问题呢?并没有。

游戏本身需要中心化服务器来承载,这一点和是不是上链、是否去中心化看上去并没有冲突。但实际上,GameFi是最伪的去中心化说法。在游戏不存在的情况下,你的游戏内NFT有何用?这就像是传统游戏的存档继承一样。

在2021年和2022年,包括中国和日本的主流游戏公司都尝试涉足GameFi,但结果都非常不理想。即使在支付方面没有太大问题的日本,以让玩家赚钱为目的的游戏也并不受欢迎。在中国,更是一张文网文就足以让你无处可逃。这就不再多说了,毫无意义。

因此,至少目前的GameFi仍然无法摆脱资金盘的外壳,因为不进行资金盘的化,GameFi的故事就讲不下去。虽然区块链对游戏行业有助益,但并不是货币上链就是链游。真正的上链至少需要算力和存储支持,而目前的链游甚至在基本的数据库上链方面都存在问题,更不用说内容上链了。

这还不是最关键的问题,更为重要的是,即便是美国即将通过的现货ETF,对完整区块链的定义仍然模糊不清。对于背后的监管和支付体系的完善,仍然存在更多人认为区块链是骗局的观点。在这之前,与其涉足这个尚未完善的领域,不如老老实实地做自己。有能力的人可以进行健设,而没能力的人就可以多参与炒币。链游或许是个不错的东西,但至少目前的GameFi只是一摊垃圾。

这并不是说GameFi不能赚钱,毕竟只要是一个Token就有赚钱的可能性,而且这些Token背后还有专业的投资机构和做市商。但赚钱并不代表这就是一个良好的行业发展方向。因此,目前的GameFi更像是炒币,只是披着游戏外衣的小众资金盘,最终的结局是游戏无人问津。


The author's false demand for the creator's source chain tour in Bi 'an Square violates the original intention of lowering the entry threshold. At present, all chain tours are considered as false demand. Why do you say this? Because the original intention of the game itself is for entertainment and finance, the game industry has always pursued lowering the entry threshold. After many evolutions such as client-side web games, mobile games and so on, each evolution is to occupy the most convenient space for users, so that users can enter the game easily and unimpeded. However, the chain tour has gone in the opposite direction. Why do you say this? Because the group that accepts the blockchain itself is very small, there is only one possible opportunity to use a small group to promote a smaller group, that is, high income. As for where the income of the chain tour is, we will discuss the evolution of traditional game payment later, based on the user's pleasure. In the traditional game, in addition to the continuous evolution of the carrier, the payment channels and payment methods are also constantly evolving. From the point of card subscription to the present, the payment of props is close to the user's essential psychology. Let users get the greatest pleasure in the process of playing. The essence of the game is to make people happy. Some people say that the game is electronic opium, but the core is to have fun. Although there are people who make money by playing games in the real world, those who make money through the game itself are all fun games. Consensus and payment problems. This is similar to the consensus of the currency circle. Only when there is enough consensus will more people be willing to hold it, and the process of holding it is the increase of liquidity. However, For the chain tour, payment is the biggest problem. Some people think that the chain tour solves the problem of payment and does not need to be paid to Apple, or the channel fee is used to pay, which lowers the threshold. In fact, the biggest challenge of the payment problem in the currency circle is the payment in the whole link. Although some countries allow credit cards to deposit money, it is actually only an intermediate medium. At present, both dual currency and single currency are implementing their own. This is the biggest threshold, even for non-currency users. Generally speaking, the entry threshold is still very high. In the returned problem, the game as an entertainment choice is different from the perspective of professional players. For more players, the game is not necessarily a profitable way, but a relaxing choice. Compared with professional gamers, ordinary people are the bottom building of a game. More ordinary users can participate in it, which means that the game is more fun. Only more fun games can attract more players to enter, thus creating the surrounding market of the game, such as live e-sports and gold-playing studios. Fun on the basis of playing is not a simple word, but it needs to be professional and precipitation. Although there are new game companies or developers behind product sales, they must have enough experience. For these developers, the essence of money is not for fun, but for speculation. However, in the currency circle, the opposite is true. In essence, people play games not for fun, nor to attract more external users to play. This is the most fundamental essence and the most unsolvable. In some places, although some developers claim that they are masterpieces, why can't any of them be recognized by the mainstream market? This is a paradox. It's better to put it verbally, because the essence is not for fun, but for speculating money. Even the prototype of a carrier is not a carrier to return to the game. The evolution of the game engine aims to better reflect the reducibility of the game designer and make the game more ornamental and artistic. However, winding as a carrier has solved what the game industry itself does not have. The problem solved by the method is that there is no centralized server for the game itself, and there seems to be no conflict between whether the game is decentralized or not, but it is actually the most pseudo decentralized statement. What is the use of your game when the game does not exist? This is like the archive inheritance of traditional games. In and, mainstream game companies including China and Japan tried to get involved, but the results were very unsatisfactory. Even in Japan, where there is no big problem in payment, the goal is to make players make money. Our games are not popular either. It is enough for you to have nowhere to run in China, so it is meaningless to say more. Therefore, at least at present, you still can't get rid of the shell of the fund disk, because the story can't go on without the capitalization of the fund disk. Although blockchain is beneficial to the game industry, it is not the currency winding but the real winding of the chain tour that needs at least computing power and storage support. At present, the chain tour even has problems in the basic database winding, not to mention the content winding. This is not the most critical issue. More importantly, even if the definition of a complete blockchain is still vague in the spot that is about to be adopted in the United States, there are still more people who think that blockchain is a scam for the improvement of the supervision and payment system behind it. Before that, it is better to honestly do what you have the ability to do, and those who don't have the ability can participate in the coin chain tour more. Perhaps it is a good thing, but at least it is just a pile of garbage at present. This is not to say that you can't make money. After all, as long as there is one, there is the possibility of making money, and there are professional investment institutions and market makers behind them. But making money doesn't mean that this is a good direction for the development of the industry. Therefore, at present, it is more like speculating in coins and just wearing a game coat. The final result is that the game is unattended. 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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