ABGA x Footprint Analytics August 2022 GameFi Report_THE

|August?Report

WhilethenumberofnewusersenteringGameFihasdroppedprecipitously,theaveragenumberoftransactionsperuserisincreasingsteadily.Therefore,withtheusersinthemarkettodaymorelikelytobeactivelygaming,GameFidatafromAugustcanhelpusunderstandwhichprojectsandecosystemsaresustainableinthelongrun.

SplinterlandsandAlienWorldscontinuetobeneck-and-neckastheysteadilyincreasethenumberofuserssinceJunedespitethemarket.Incontrast,oncepromisingFarmersWorldcontinuestobleedusers.

Amassive$200MfundingroundforstealthmodeWeb3gamingstudioLimitBreakandlargeroundsforotherdeveloperslikeAnimocaandGunzillaGamesshowthatinvestorsarebankingonstudiostocarrythetorchoncethemarketreverses.

KeyFindings

OverallMarket

日本財務省舉行數字日元專家會議:金色財經報道，日本財務省21日舉行探討發行電子數據形式的法定貨幣“數字日元”可行性的專家會議首次會議，為年內匯總課題等論點啟動了討論。日本央行也在4月開始籌備民間金融機構等參加的實證試驗。該會議是“CBDC（中央銀行數字貨幣）相關專家會議”。政府尚未決定是否引進數字日元，將把會議的報告作為今后的判斷材料。[2023/4/22 14:20:18]

●?ThetotalvolumeinGameFisawitsfirstMoMrespiteafterninemonthsofconsecutivedeclines,growing28%percent—notenoughtobreaktheoveralldownwardstrendorwarrantcelebrationjustyet.

●?Forperspective,volumeinAugustwas93.5%underitsDecember2021highsatthepeakofthebearmarket.

●?Whilethevolumeperuserdeclines,thetransactionsperuserincrease—thereisnostraightforwardconclusiontodraw.Still,itmaymeanthatparticipantsinthemarkettodayaremorelikelytobeactivelygamingandenjoyingthegames.

●?BNBhasarelativelytinyportionofvolume(10.6%)andgamingtransactions(under5%)despitehavingthemostprojects—lendingcredencetotheargumentthatthechainisfullofvaporwaregamesnobodywantstoplay.

傳統金融巨頭Euroclear最快將于今年推出基于分布式賬本技術的債券結算平臺:金色財經報道，傳統金融服務設施巨頭 Euroclear 的法律顧問 Bart Garré表示，最快可能在今年推出其基于分布式賬本技術（DLT）的債券結算平臺，該平臺旨在提高債券結算過程的效率和透明度。

該倡議建立在最近由 Euroclear 與法國中央銀行牽頭的一項試驗的基礎上，該試驗將區塊鏈用于債券交易，并使用中央銀行數字貨幣作為支付，Euroclear 將把試驗擴展到涵蓋安全代幣的實時轉移。Euroclear 稱目前遇到了許多現有的法律假設，包括什么構成賬戶或轉賬信息，以及財產法中的概念。[2023/3/30 13:35:34]

Financing&Investment

●?TheamountoffundingraisedintheGameFispacedropped36%MoMfrom$2.14Bto$1.37B.Thenumberofroundscontinuestocollapseprecipitously.

●?Fourofthetop10largestroundsinAugustwereclosedbygamedevelopersandstudios.

●?ThisreflectsanongoingtrendinthisbearmarketwhereinvestorsarebettingbigonWeb3gamestudiosandtraditionaldevelopersandseekingtoenterGameFi.

●?AmongtheroundsinAugustwasanother$45MforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3M.

去中心化機器學習協議ChainML獲IOSG Ventures領投400萬美元:金色財經報道，由經驗豐富的技術高管和機器學習專家創建的全球初創公司ChainML宣布籌集400萬美元的種子資金，該公司正在為去中心化機器學習和Web3中相關復雜數據驅動計算構建防篡改、可擴展協議。本輪融資由IOSG Ventures領投，HashKey、SNZ、硅谷高管和天使投資者參與。

ChainML計劃利用本輪融資創建其ChainML協議的第一個迭代，簡化智能合約、dapp和錢包中AI和機器學習模型的使用。（the block）[2022/9/28 5:55:46]

GameFiUsers

●?MAUcontinuedforthe6thmonthofdecline(by9.4%),whereasthenumberofnewusers/participantsinGameFiincreasedby19.8%MoM.

●?Therewerenosignificantshiftsinthedistributionofusersamongthemajorchains,however,ThunderCorequicklyemergedtotakeup4.5%ofusers.ThelargestgameonThunderCoreisJellySquish,whichaveragedaround400-600usersperdayinAugust.

ProjectsOverview

●?SinceSplinterlands'collapseinusernumbersinJune,thegamehasbeensteadilyrebuilding,growingby54%fromitslowonJune6toitshighonAugust26.

新加坡提議禁止散戶投資者借貸購買加密貨幣:10月26日消息，據彭博社報道，新加坡提議禁止散戶投資者借貸以購買加密貨幣，這是進一步收緊其數字資產監管制度的一系列建議中的一部分。在新加坡金融管理局 (Monetary Authority of Singapore) 的一份咨詢文件中，其他可能采取的措施包括，禁止企業使用散戶投資者存入的 Token 進行借貸或質押以產生收益。

該文件還提出，Stablecoin 必須要與當地貨幣或 G10 國家法定貨幣錨定，并由相同面額的儲備資產完全支持。發行方也將面臨最低資本金要求。[2022/10/26 16:39:25]

●?AlienWorldscontinuedtobeneck-and-neckwithSplinterlands,vyingforthespotofthemostpopularblockchaingame.

●?Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersorinteractwitha3Dworld—demonstratingtheprimitivenessofthecurrentGameFiindustry.

●?FarmersWorldcontinuedtobleedusers,reachinganAugustlowof66,228activedailyusersonthe30th,a55%declinefromitsATHinMay.

CryptoMacroOverview

Thecryptomarketsawitsmostsubstantialrallyinhalfayearfrommid-JulytoAugust,spearheadedbyEthereum’sjumpabove$2,000inmid-August.?

加密ATM運營商：加密貨幣 ATM 網絡將在2022年“快速擴張”:6月10日消息，總部位于美國的加密 ATM 運營商 Bitcoin of America 宣布，隨著消費者需求的增長，加密貨幣 ATM 安裝數量迅速增加。Bitcoin of America 在 6 月 9 日 發布的一份新聞聲明中表示，該公司目前運營著 2,500 多臺比特幣 ATM，考慮到 3 月份該運營商控制了 1,800 個地點的機器，這一數字飆升了 38% 以上。部分擴展是由于在其機器中添加了新的加密貨幣。值得注意的是，該平臺支持購買比特幣、萊特幣和以太坊。（finbold）[2022/6/11 4:17:41]

Explanationsinclude:

●?AnticipationforTheMerge,whichwillseeEthereummovetoProoforStake(andeventuallyburnsupply).

●?ThepossiblebeginningoflessaggressivemonetarytighteningbytheFederalReserve.

●?Justadeadcatbounceonthewaytolowerlows.

GameFidoesnotquicklyrecoveronmacronews.

Eitherway,thetrenddidnottranslatetoasignificantincreaseinmarketcaporusersformostgames.ThetotalGameFitokenmarketcapralliedprecariouslyinmid-Augustto$6.43billionbutthendeclinedby?26%?bytheendofthemonth.

Mostconcerningly,thenumberofnewGameFiuserscontinuestositatextremelows.ThisisbecausetheGameFisectortakesmoreresourcesandtimeinvestmenttore-enterthanothers,requiresactiveparticipationtogenerateyield,andisstillhighlyspeculative.?

SplinterlandsandAlienWorldsshowasustainableplayerbase.

BesidesacollapseforSplinterlandsusernumbersinJune,SplinterlandsandAlienWorldshaveshownsteadygrowthintheirusernumbers.?

Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersinanimmersiveworld.However,theyinvolvestrategyontheplayer'sparttowinandachieveprofitability.

Botharefarfromwhatpeopleimaginegamingtolooklikein2022(thenextmajorcohortofgames,whichincludesIlluviumandPhantomGalaxies,aimstoredressthis.)

Investorsbetbigongamedevelopersandstudios.

Whileoverallfundinghastanked,investorsstillcloseroundsforproventeamswitharecordofviableproductsineitherWeb3orWeb2.?

ThetopfinancingroundsinAugustreflectatrendthat'sbeenlonginthebuilding—investorsareclosingfundingforWeb3gamestudios,andtraditionaldevelopersarenowseekingtoenterGameFi.StudiosanddevelopershavehadsignificantlymoresuccessinthisbearmarketthanGameFiinfrastructureprojectsorindividualgames.

AmongtheroundsinAugustwas$45millionforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3million.

ThetoproundforthemonthwenttoLimitBreak,thestudiobehindtheDigiDaikuNFTcollectionwithplanstolaunchfree-to-playblockchaingames.

Summary

Bythenumbers,theGameFiindustryhashadabadmonthinAugustasitsrutcontinues,withlittlerelieffromthemonth'sEthereum-drivenrally.

Overallvolume,thenumberofnewprojects,andinvestmentstaynearJulylevelsordropfurther.

However,nowisagreattimetobuild—provendevelopersandstudioswithideasforfutureblockchaingamesandmetaverseprojectscontinuetoreceiverecordfundingrounds.WiththehealthiestgamesrightnowbeingtherelativelybasicSplinterlandsandAlienWorlds,there'salotofroomforimprovement.

?AsiaBlockchainGamingAlliance(ABGA)AllRightsReserved.Thisarticleisprovidedforinformationalpurposesonly.Itisnotofferedorintendedtobeusedaslegal,tax,investment,financial,orotheradvice.

來源：金色財經

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