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[虚拟币交流]
Footprint:73%的GameFi月活少于十人!(16日转)
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Footprint释出其近期对于GameFi产业的观察报告,Web3游戏产业的资本市场与创业
5 m: z- Q, o: a1 D" s! V) _% Y7 E( z市场确实有所成长,但是消费市场却跟不上。
6 g S2 D, }1 w7 h% p速览
: P0 e' c) {# R本次调研针对有代表性的2,651款游戏项目进行分析:$ C) m) Y8 E9 Q. c
十月份在比特币上涨的行情下,Web3 Game的代币总市值成长了15.8%。
8 \7 E$ v; q" E/ w十月份产业共有1,937个项目(占调查总数的73.1%)的月活跃用户数少于10人。
4 x2 e! Q8 R8 X$ P前三名游戏区块链网络分别是BSC、Polygon、Ethereum。, [7 S1 h7 ]0 a5 F* q
十月份Web3游戏领域的投资持续成长,七轮融资总计5,090万美元。
& z& k& d+ f7 z) p8 P: \0 g i游戏项目现况7 k& u* K! q4 r* ` A
游戏项目随着时间不断增加,但活跃游戏用户的成长并未跟上。月活跃用户(mau)超过1,000人的游戏项目仅占有. t- I5 |8 e* O, |
8.8%,而月活跃用户超过500人的游戏项目也仅有282款(10.6%)。
' Q) L$ I( O' @! R# F. b5 {$ s绝大多数游戏(73.1%)的月活跃用户数少于10名,导致怀疑Web3游戏产业的声音越来越大。5 T k# [9 |1 d, C
虽然市场回暖,但Web3 Game用户在本月几乎没有成长,代表获取和留存用户仍然是许多Web3游戏项目最困难' K& G3 e$ ?" B+ r6 q
的挑战。 k' k3 `9 m1 `! \( L$ g6 s- i
游戏公链现况
) q& P' k6 E4 s" M$ l游戏项目在不同区块链上的分布较稳定。BSC上仍有较多的游戏项目(30.6%),再来依序是Ethereum(24.5%)和
4 w" G9 x- J- g" f2 g3 GPolygon(15.0%)。与Wax(5.3%)、EOS(2.1%)、Avalanche(2.0%)等二线游戏区块链之间存在明显的差距。" ?7 y3 o) b1 W% I* c4 } l
游戏代币现况
/ D* ^. e9 m$ v& u9 N7 F, S' G十月份GameFi代币市值紧跟着比特币走势,呈现上涨趋势。Web3游戏受益于比特币的价格攀升,本月游戏代币) r$ A1 w. K( u, D4 l+ o
市值成长了15.8%。其中17个项目的代币价格涨幅超过50%。" v5 [% k1 Z: _# H( S
特别是Axie Infinity的游戏代币SLP和治理代币AXS因为其后续的发展健康,均出现了显著成长。AXS价格上涨
8 B; W5 B8 p; l9 i18.3%,SLP则上涨70.0%。
7 C. n' {! F5 m: x& d8 |产业募资现况
7 b+ l1 O% k6 l. sWeb3游戏领域的投资持续成长。本月共有七轮融资总计募得5,090万美元,包括:- d) S9 r( `. b1 H& Q
Neon Machine(2,000万美元)
. L. C3 [$ K" {: l0 o# A1 @) VForge(1,100万美元)3 Y" j- f- Z! D7 ~
Upland(700万美元)1 ]. e! b& J( s' N8 W; N
Moonveil Entertainment(540万美元)3 z Y* J* d: m5 T. Y
Darewise Entertainment(350万美元)2 N4 g7 n; J/ C& \
Nex Gami(200万美元); @ x" i4 P" k( T
Third Time Entertainment(200万美元)
3 m0 T1 H6 e/ ~, e& Q7 {+ A# w
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游戏最后一段话觉得是有道理的,但是在我面前就难以实现,毕竟运气太差了。 |
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