GameFi Summer：为何游戏板块成为当前市场热议焦点？
作者：陈剑Jason，独立研究员 来源：X @jason_chen998
关于最近市场对于GameFi Summer的热议，我认为游戏是这个周期一定需要布局的板块，不论单款游戏还是游戏生态的公会与公链。核心逻辑如下：
1. 在上一个周期，游戏成为整个Web3一级市场融资最多的板块，锁住了大量机构资金。这么大的量级很难隔两个周期再退出，否则机构日子不好过。一级市场有强烈的意愿需要这个板块再次崭露头角。
2. 今年被认为是3A GameFi元年。在上一轮粗制滥造小游戏后，如何平衡玩和赚成为市场一个重大命题。精良的大制作不仅展示团队实力和做事意愿，还是从可玩到好玩发展的路径。然而，目前还没有看到像加密猫、Axie、StepN这样的范式创新。
3. 不论Web1、2、3历史经验告诉我们游戏都是最具规模性破圈效应的赛道。
4. 游戏天然适合结合区块链，NFT+Token+经济模型+可扩展性，能最大程度地利用区块链的特性。此外，还有小众但充满叙事性的全链游戏到自治世界。
但游戏赛道目前面临的问题仍然存在，包括玩和赚之间的平衡需要长期探索，暴涨暴跌死亡螺旋的模式难以摆脱。因此，这是一个一旦起来爆发性很强，但同时风险也很高的赛道。
The author Jian Chen, an independent researcher, comes from the hot discussion about the recent market. I think the game is a plate that must be laid out in this cycle. The core logic of the guild and public chain of both single games and game ecology is as follows: in the last cycle, the game became the plate with the most financing in the whole primary market, locking up a large number of institutional funds, so it is difficult to withdraw after two cycles, otherwise the institutions will have a hard time. The primary market has a strong will to need this plate to emerge again. This year, it is considered as a yuan. How to balance playing and earning has become a major proposition in the market after the last round of shoddy small games in. Excellent large-scale production not only shows the team strength and willingness to do things, but also the path from playability to fun development. However, at present, we have not seen paradigm innovation like encryption cat. Regardless of historical experience, it tells us that games are the track games with the most large-scale circle-breaking effect, which are naturally suitable for combining the scalable performance of blockchain economic model and making the best use of the characteristics of blockchain. In addition, there are niche but full of narrative. However, the problems faced by the game track at present still exist, including the balance between playing and earning, and it is difficult to get rid of the spiral pattern of skyrocketing, plunging and death, so this is a track that is explosive once it is started, but at the same time it is also very risky. 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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