|August?Report
WhilethenumberofnewusersenteringGameFihasdroppedprecipitously,theaveragenumberoftransactionsperuserisincreasingsteadily.Therefore,withtheusersinthemarkettodaymorelikelytobeactivelygaming,GameFidatafromAugustcanhelpusunderstandwhichprojectsandecosystemsaresustainableinthelongrun.
SplinterlandsandAlienWorldscontinuetobeneck-and-neckastheysteadilyincreasethenumberofuserssinceJunedespitethemarket.Incontrast,oncepromisingFarmersWorldcontinuestobleedusers.
Amassive$200MfundingroundforstealthmodeWeb3gamingstudioLimitBreakandlargeroundsforotherdeveloperslikeAnimocaandGunzillaGamesshowthatinvestorsarebankingonstudiostocarrythetorchoncethemarketreverses.
KeyFindings
OverallMarket
INS3发布Rabbit保险和SHIBASWAP保险:据官方消息，INS3的BSC链已经发布新的保险产品：Rabbit借贷本金安全险，SHIBASWAP保险，借贷类保险产品使用了“看跌期权的实物交割模式”。
INS3已经完成首次保险赔付，即“SIL的IDO破发险”赔付。
INS3去中心化保险协议是无审核、业务流程完全去中心化的开放式保险项目。[2021/7/14 0:50:35]
●?ThetotalvolumeinGameFisawitsfirstMoMrespiteafterninemonthsofconsecutivedeclines,growing28%percent—notenoughtobreaktheoveralldownwardstrendorwarrantcelebrationjustyet.
●?Forperspective,volumeinAugustwas93.5%underitsDecember2021highsatthepeakofthebearmarket.
●?Whilethevolumeperuserdeclines,thetransactionsperuserincrease—thereisnostraightforwardconclusiontodraw.Still,itmaymeanthatparticipantsinthemarkettodayaremorelikelytobeactivelygamingandenjoyingthegames.
●?BNBhasarelativelytinyportionofvolume(10.6%)andgamingtransactions(under5%)despitehavingthemostprojects—lendingcredencetotheargumentthatthechainisfullofvaporwaregamesnobodywantstoplay.
OKLink 增长负责人Rabbi：Coinbase上市充分体现美国监管趋势和监管体系:金色财经现场报道，4月28日，第62期金色沙龙“Coinbase上市-践行合规，对未来市场有何影响？”在北京举办。在现场，OKLink 增长负责人Rabbi在圆桌对话中表示：Coinbase能够上市基于这两个大背景分为三个角色的条件来看。第一个角色是监管：Coinbase的合规架构，可以把它看成美国整个国家数字货币或数字资产的监管体系的搭建过程。它体现了美国对于这个市场的监管趋势和监管体系。第一个角色是从业者：Coinbase合规体系的搭建，能够让传统金融机构找到很好切入到加密货币市场的机会或者一个切入点。第一个角色是投资者：对于机构这样的投资者来说，它必须要有一个合规的途径。对于普通投资者来说，合规了，它会更有保障。[2021/4/28 21:07:33]
Financing&Investment
●?TheamountoffundingraisedintheGameFispacedropped36%MoMfrom$2.14Bto$1.37B.Thenumberofroundscontinuestocollapseprecipitously.
●?Fourofthetop10largestroundsinAugustwereclosedbygamedevelopersandstudios.
●?ThisreflectsanongoingtrendinthisbearmarketwhereinvestorsarebettingbigonWeb3gamestudiosandtraditionaldevelopersandseekingtoenterGameFi.
●?AmongtheroundsinAugustwasanother$45MforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3M.
Circulor CEO：选择Hyperledger Fabric构建解决方案是为了满足客户的隐私需求:区块链技术公司Circulor的首席执行官Doug Johnson-Poensgen在接受采访时谈及了该公司将其解决方案由以太坊迁移至Hyperledger Fabric的原因。Doug表示：“我们选择了一条私有的许可型区块链，部分原因是我们的目标客户存在偏见，他们不习惯于供应链完全透明，他们在与自己的客户交互时需要考虑一些商业敏感问题。”
此前消息，沃尔沃汽车通过其风投部门沃尔沃汽车科技基金（Volvo Cars Tech Fund）对区块链科技公司Circulor进行了投资。Circulor和沃尔沃汽车公司近年来一直在合作实施区块链技术，以提高其电动车电池中钴的可追溯性。（Cointelegraph）[2020/7/12]
GameFiUsers
●?MAUcontinuedforthe6thmonthofdecline(by9.4%),whereasthenumberofnewusers/participantsinGameFiincreasedby19.8%MoM.
●?Therewerenosignificantshiftsinthedistributionofusersamongthemajorchains,however,ThunderCorequicklyemergedtotakeup4.5%ofusers.ThelargestgameonThunderCoreisJellySquish,whichaveragedaround400-600usersperdayinAugust.
ProjectsOverview
●?SinceSplinterlands'collapseinusernumbersinJune,thegamehasbeensteadilyrebuilding,growingby54%fromitslowonJune6toitshighonAugust26.
动态 | 涉嫌比特币局的主谋Abdul Shakoor被团队成员谋杀，印度逮捕五名嫌疑人:涉嫌48.5亿卢比比特币局的主谋Abdul Shakoor在德拉敦被谋杀。印度逮捕了五名被告Faris Mamnoon、Arvind C、Asif Ali、Sufail Mukhtar和Aftab Mohammad，指控其殴打Abdul Shakoor致死，五人均为Shakoor商业团队的成员。 此外，正在寻找另外五名核心团队成员，分别是Aashiq、Arshad、Yasin、Rehaab和Muneef。（Tmes of India）[2019/8/31]
●?AlienWorldscontinuedtobeneck-and-neckwithSplinterlands,vyingforthespotofthemostpopularblockchaingame.
●?Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersorinteractwitha3Dworld—demonstratingtheprimitivenessofthecurrentGameFiindustry.
●?FarmersWorldcontinuedtobleedusers,reachinganAugustlowof66,228activedailyusersonthe30th,a55%declinefromitsATHinMay.
CryptoMacroOverview
Thecryptomarketsawitsmostsubstantialrallyinhalfayearfrommid-JulytoAugust,spearheadedbyEthereum’sjumpabove$2,000inmid-August.?
现场 | Oasis Labs创始人：智能合约可减少摩擦以获取数据:CoinTime现场报道，今日在火星区块链硅谷峰会上，Oasis Labs创始人兼CEO Dawn Song指出，使用智能合约可以减少摩擦以获取数据，从而促进更好的机器学习和更好的医疗保健。 此外，智能合约还可以进行欺诈检测并制作反欺诈解决方案，构建具有隐私保护和机器学习的区块链。[2018/8/29]
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.
来源：金色财经
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