|JulyReport
Description:WhenwilltheGameFisectorseea"secondgrowthcurve"andasustainableXtoEarnmodel?
WhilethepreviousbullmarketsawhundredsofPlaytoEarngameslaunched,onlyafewwereabletomaintainasteadyuserbaseasthemarketdeclined.ThisbecameapparentinJuly?whenactivitycontinuedtofall.
However,thetryingmarketconditionsalsohighlightedthehandfuloftitlesthatmanagedtostandout.Splinterlands?isoneofthoseprojects,retainingusersthankstoitslowbarriertoentry,simplegameplayandfastbattlespeed.?AxieInfinity?alsocontinuedtointroducenewfeaturestoregainmomentum.
FootprintAnalyticsdatashowstheoverallperformanceoftheGameFisectorinJuly.
-?Thetotalnumberofusersdecreasedby21%MoM,andthegrowthofnewuserswasweak.
-?Transactionactivitywasdown55%MoMand737%YoY.
-?Thenumberofprojectshadan?MoMgrowthoflessthan2%.
-?VCfinancingincreasedby17%MoMand126%YoY.
GameFiMarketOverallMarketAnalysis
GameFiprojectcountgrewlessthan2%,andnewprojectgrowthinBNBlagged.
Therewerelessthan80GameFiprojectslaunched3consecutivemonthsuptoJuly31.Asevidentinthechart,allchainssawstagnantgrowth(althoughPolygonandWAXareslightlyup.)
FootprintAnalytics-GameFiProtocols
Gamerspaymoreattentiontotheplayabilityofthegameandthesmoothnessofthenetworkexperienceandhaveextremelyhighrequirementsforthenetwork.OntheEthereumchain,youneedtopayhighgasfeesateveryturn.Whenencounteringtheproblemofon-chaincongestioncanbringplayersaverybadexperience.Therefore,theseissuesareapriorityfordevelopmentteamscreatingnewprojects.
Bybit正在香港建立其亞洲核心業務,并計劃申請當地牌照:4月3日消息,總部位于迪拜的加密交易所Bybit表示,該公司正努力在香港建立其亞洲核心業務,并計劃將部分研發和營銷團隊設在香港。該交易所成立于2018年,計劃將根據6月生效的擬議規則在香港申請牌照。
此前消息,香港特區政府財經事務及庫務局(FSTB)局長許正宇表示,截至2023年2月底,投資推廣署已收到超過80家與虛擬資產相關的內地和外國公司表示有意在香港設立業務。[2023/4/3 13:41:33]
FootprintAnalytics-GasUsedOnChain
NewprojectsonEthereumfacehighfeesandcongestion,whichhasledtomoreprojectsmovingtoBSC(nowBNB)sinceJuly2021.
ThishasledBNB?toattractahighvolumeofgamesthatfailtoretainusers—indicatingthehighquantity?andlowquality.
FootprintAnalytics-BSCGameFiTracker
FootprintAnalytics-EthereumGameFiTracker
Comparedtobothchains,Polygonhaspresentedafastersolution,withthecostpertransactionbeingabout10,000timeslowerthanEthereum,andthetransactionspeedisupto7000tx/s.
GameFiWeb3categoryaccountsfor98%ofGameFi'stotalfunding.
WiththeriseoftheWeb3conceptintheblockchain,newerscenariosandrequirementsareintroducedintothegameindustry.
ComparedwithJune,GameFifinancingactivitygraduallyrecoveredinJuly,increasingby17%.Intermsoffundingcategories,withthedevelopmentofblockchaintechnology,moreandmoreinvestmentfundsareinjectedintoWeb3-typeGameFi,amongwhichWeb3-typefundingaccountsfor98%.
FootprintAnalytics-GamingFinancingDistribution
Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.
加密交易所Bybit與Talos達成合作:3月2日消息,加密交易所Bybit宣布與機構數字資產交易技術提供商Talos建立動態合作伙伴關系。雙方合作將使Bybit能夠簡化希望通過Talos平臺進入加密領域的機構的訪問。此外還將提高實時流動性,進一步提升Bybit的用戶體驗。(MediaOutReach)[2023/3/2 12:38:54]
FootprintAnalytics-GamingFinancingDistribution
Web3hasenteredthepubliceyesinceNovemberlastyear.Itwasn'tuntilafterAprilthatWeb3becamethefocusofthecryptomarket.Andrecently,AnimocaBrandsannouncedthecompletionof$75.32millioninfinancing.Itisthesecondtrancheoffundingannouncedfollowing$358.8milliononJan.18.WithastrongfocusonWeb3,thecompanyaimstoaddressexistinginteroperabilityissuesinthemetaverseindustrytorealizeitsvisionofanopenmetaverse.
FootprintAnalytics-GamingFinancingRanking
Atotalof22projectsreceivedfinancinginJuly,generallyfollowingmarketfluctuations.?Investmentroundsarestillactiveattheseedstageformanymonths,supplementedbyotherrounds.?Thisishighlyrelatedtotheactivetimeofusersaftertheprojectislaunched.Judgingfromthenumberofactiveusersoftheproject,theactivetimeformultipleprojectssuchasStarSharks?andCryptomines?doesnotexceed3months.Therefore,accordingtothecurrentprojectdevelopmenttrend,VC'sinvestmentfundsremaininnewprojects.
FootprintAnalytics-NumberofGameFiProjectsFundedinJuly
FootprintAnalytics-StarSharks:MonthlyNewUsers&ActiveUsers
Splinterlandsgamersmakeup?amajorityofHiveusers.
Messari創始人推特賬號在被錯誤封停后已恢復使用:1月9日消息,Messari創始人Ryan Selkis推特發文稱,他的推特賬號在被錯誤地“永久封停”后已經恢復。他表示賬戶被封是因為涉嫌冒充他自己。Selkis擁有大約30萬名推特粉絲,他一方面支持推特和馬斯克“通過壓力測試并贏得長期勝利”,但他也呼吁對去中心化競爭對手進行新的投資。[2023/1/9 11:01:49]
FootprintAnalyticsshowsthatthetotalnumberofmonthlyusersis1.19million,ofwhich483,000arenewusers,and710,000areoldusers.Atthebeginningoftheyear,developersengagedmillionsofusersthroughavarietyofgamegenresandstyles.Andtheykeeptryingthemoutinawiderangeofgames.Usersprofitiftheycancatchabullmarket,butiftheyencounterabearmarket,theyareintrouble.
FootprintAnalytics-MonthlyGameFiUsers
Theoverallsubscriberbasehasdecreasedfrom3.59millionplayersinJanuaryto1.19millioninJuly(-69%).HerearethepainpointsofGameFi:
-?Lackoforiginality,withaneconomicmodelmainlybasedonmining,outputandreproduction.
-?Somegamesrequireplayerstoinvestingametokensbeforetheycanplay,andusershaveastrongdemandforcapitalrecovery.
-?Infiniteinflationmodel,affectedbythebearmarket,governancetokenandin-gametokenpricesbringdown,theirgamescannotgetridofthedeathspiral.
Asaresult,mostP2Egamesrequirenewplayerstoentertomaintaineconomicstability.
TakeAxieInfinityandSplinterlandsaretwoexamples.
Splinterlandshasbeenarelativelyhotgamesinceitslaunch.IntermsofthepercentageofnewusersinJuly,Splinterlandsistheprojectwiththehighestpercentageamongalltheprojects.
基于區塊鏈的解決方案Twala從DOST獲得82333美元撥款:金色財經報道,菲律賓?科技部(DOST)、菲律賓工業、能源和新興技術研究與發展委員會 (PCIEERD) 向區塊鏈初創公司授予了460萬菲律賓比索(82,333 美元)的贈款,以激勵商業解決方案。PCIEERD通過其贈款基金計劃,旨在為該國的初創企業提供財政援助,以幫助擴大他們的影響力。
Twala 的聯合創始人兼首席執行官 IT 工程師 Jeffrey Reyes 在這樣的時刻強調了該基金的重要性。Reyes 指出,該基金將改善平臺的安全措施。他還提到,該平臺將通過贈款進一步推動其研發業務。[2022/8/16 12:28:39]
FootprintAnalytics-NewUsersbyProtocol%
FootprintAnalytics-Top10GamersbyChain
IncontrasttoAxieinfinitybeforeMarch,toparticipateinthegametotrulygainrevenue,realmoneywasrequiredtopurchasethepetP2E(expectedtobeabout$110atthethen-currencyprice).Butthecostishighfortheaverageplayer,andthepaybackperiodwilllengthenasmarkettrendschange.However,Splinterlandsrequiresonly$10toparticipateinthegame,whichisalowbarriertoentry.
Ingeneral,thedevelopmentteamofAxieinfinityignoredattractivedesignswhendesigningthegame?andlaunchedtheOriginversionattheendofMarch,addingcardsandfreeattributes.AndthevirtualLandpledgefunctionwaslaunchedinearlyJuly.Ihopeuserscanexperiencethegame'sfun,notjustmakemoney.
Axieinfinity'sfortunesareturning.
FromGameFi'smonthlytradingvolumechange,only?October-Novemberlastyearwasaperiodofincrementaltrading.AfterDecember,theoveralltradingvolumegraduallydeclineduntilthelowestvalueinJuly.Thisprocessofchangeisverysimilartothemeaningofnewprojectsthatappeartoattractalargenumberofplayerstotrade?andthenleaveaftertheygettiredofplaying.
慢霧:Inverse Finance遭遇閃電貸攻擊簡析:據慢霧安全團隊鏈上情報,Inverse Finance遭遇閃電貸攻擊,損失53.2445WBTC和99,976.29USDT。慢霧安全團隊以簡訊的形式將攻擊原理分享如下:
1.攻擊者先從AAVE閃電貸借出27,000WBTC,然后存225WBTC到CurveUSDT-WETH-WBTC的池子獲得5,375.5個crv3crypto和4,906.7yvCurve-3Crypto,隨后攻擊者把獲得的2個憑證存入Inverse Finance獲得245,337.73個存款憑證anYvCrv3Crypto。
2.接下來攻擊者在CurveUSDT-WETH-WBTC的池子進行了一次swap,用26,775個WBTC兌換出了75,403,376.18USDT,由于anYvCrv3Crypto的存款憑證使用的價格計算合約除了采用Chainlink的喂價之外還會根據CurveUSDT-WETH-WBTC的池子的WBTC,WETH,USDT的實時余額變化進行計算所以在攻擊者進行swap之后anYvCrv3Crypto的價格被拉高從而導致攻擊者可以從合約中借出超額的10,133,949.1個DOLA。
3.借貸完DOLA之后攻擊者在把第二步獲取的75,403,376.18USDT再次swap成26,626.4個WBTC,攻擊者在把10,133,949.1DOLAswap成9,881,355個3crv,之后攻擊者通過移除3crv的流動性獲得10,099,976.2個USDT。
4.最后攻擊者把去除流動性的10,000,000個USDTswap成451.0個WBT,歸還閃電貸獲利離場。
針對該事件,慢霧給出以下防范建議:本次攻擊的原因主要在于使用了不安全的預言機來計算LP價格,慢霧安全團隊建議可以參考Alpha Finance關于獲取公平LP價格的方法。[2022/6/16 4:32:58]
FootprintAnalytics-?GameFiMonthlyVolume
DespitethedeclineintheGameFitradingmarket,RoninwasabletobuckthetrendofdecliningtradingvolumeonmainstreamblockchainsandovertakeBSCtoregainthenumberonespot.Thisismainlyduetothelaunchofthevirtuallandpledgefeatureonitson-chainAxieinfinitygame,whichhascontributedtothegrowthofAXSpricesandthegradualimprovementofthetradingvolume.
FootprintAnalytics-GamingVolumebyChain
Summary
Inthepastbullmarket,manynewPlay-to-Earngameswerelaunched,butonlyafewwereabletomaintainasteadyuserbase.Splinterlandsisoneofthoseprojects,retainingusersthroughitslowbarrier,simplegameplayandfastbattlespeed.Also,AxieInfinityneverstoppedinnovating,addingnewfeaturestoregainitsstatus.
Atthesametime,morefundsflowedtoWeb3projectsin?July,aimingtosolvemoreproblemsforP2Egames.
JulyEventsReview
NFT&GameFi
●?NFTauthenticationcompanyopticcloses$11MseedroundledbyPanteraCapitalandKleinerPerkins
●?YugaLabs'NFTserieshasgeneratedover$5billionintotalsalesandnearly$150millioninroyaltyrevenue
●?VideogamegiantsquareenixplanstodropafinalfantasyVIINFTcollectionin2023
●?STEPNannouncesQ2profits&initiatesquarterlyGMTbuyback&burn
●?Solana-basedMonkeyLeaguegamedeveloperraises$24million
Metaverse&Web3
●?BAICapitalcompletedthefirstfundraisingofUS$700millionandwillfocusonWeb3,Metaverseandotherfields
●?Web3musicplatformaudiuscommunityvaultattackedwithlossof18.5M$AUDIO
●?Web3Foundationannouncedthe14thbatchofthefundingprogram;?36projectswereshortlisted
●?MagicEdenlaunchesventureunittoinvestinweb3gamingstartups
●?DisneylaunchesstartupacceleratorprogramfocusedonNFTsandtheMetaverse
DeFi&Tokens
●?Curvetolaunchanover-collateralizedstablecoin
●?DecentralizedcryptoexchangeHashflowraises$25Mat?a?$400Mvaluation
●?BTCmanagestofloatabove$20Kdespiterecentliquidationsandheavyoutflows
●?Polygon(MATIC)flipsthistokentobecomethemosttradedcryptoamongETHwhale
●?Stablecoinmarketcapslides,BUSDandDAIvaluationsjump,Fiattokensrepresent70%ofallcryptotrades
Network&Infrastructure
●?PolygonLauncheszkEVMscalingsolutionforWeb3adoption
●?VitalikbuterindiscussesEthereum'supcoming“Merge”and“Surge”atEthCCinparis
●?MatterlabsscheduleszkSync2.0mainnetlaunchforOctober
●?Terra-basedprojectsbeginexodustoPolygonfollowingTerracollapse
●?SolanaandAvalanchepoisedforgainsascryptomarketenjoysnewtailwinds
Institutions
●?ThreeArrowsLiquidatorsseize$40Millionasassetprobewidens
●?SEClistsninecryptotokensassecuritiesfollowingCoinbaseinsidertradingcharges
●?Tesladumped75%ofitsBTCholdings
●?Blockchain.comcuts25%ofitsworkforceamidacryptobearmarket
●?Crypto.comintegratesGooglePayforuserstobuycryptocurrencies
Worldwide
●?ReserveBankofIndiaisworkingon“PhasedImplementation”ofCentralBankDigitalCurrency
●?AfterTerra?LUNACrash,S.Koreadelayscryptotax
●?GhanarankedasthecountrywiththeSecond-highestdebtdefaultriskglobally
●?Australianregulatortrialsautotake-downofcryptoscamsites
●?BankofRussiasaysstablecoinsarenotsuitableforsettlements
AsiaBlockchainGamingAlliance(ABGA)——Anon-profit,blockchainalliance,co-sponsoredbyleadinginstitutionsinthegamingindustry.?Weareoptimisticaboutblockchaingames,NFTsandMetaverse,andwearetakingtheinitiativetosupportABGA-relatedactivitiesandinvestments.
TheFootprintCommunityiswheredataandcryptoenthusiastsworldwidehelpeachotherunderstandandgaininsightsaboutWeb3,themetaverse,DeFi,GameFi,oranyotherareaofthefledglingworldofblockchain.You'llfindactive,diversevoicessupportingeachotheranddrivingthecommunityforward.
?AsiaBlockchainGamingAlliance(ABGA)AllRightsReserved.Thisarticleisprovidedforinformationalpurposesonly.Itisnotofferedorintendedtobeusedaslegal,tax,investment,financial,orotheradvice.
來源:金色財經
Tags:THEINGANDGAMethereal美好寓意Interest Bearing BitcoinThunder LandsMINIGAME
前天關于以太坊分叉的文章發表后,沒想到很多讀者都提出了自己的疑問。看來關注這個事件的讀者遠比我想象的要多,而且關注的程度也比我想象的要高。今天我仔細回復一下大家提出的一些典型問題.
1900/1/1 0:00:00當加密貨幣交易所FTX于2021年6月宣布與領先的電子競技俱樂部TeamSoloMid(TSM)達成10年2.1億美元的贊助和冠名權協議時,這一巨大的條款在加密貨幣和電子競技世界引發了沖擊波.
1900/1/1 0:00:00據官方數據,JustLendDAO存借規模現已突破38億美金。其中,存款規模超36億美金,借款規模超2.16億美金.
1900/1/1 0:00:00原文標題:《始于非洲、拓展亞洲,覆蓋全球的Adaverse,能否成為Cardano生態的「造雨人」?》原文來源:AdaverseAsia加密世界的競爭向來殘酷.
1900/1/1 0:00:00北京時間今晚20:30將公布美國7月CPI報告,該指數是用于觀察和分析市場物價和服務價格變動對城鄉居民實際生活費支出的影響程度.
1900/1/1 0:00:00近日,美國財政部宣布對加密貨幣公司TornadoCash進行制裁,因涉嫌幫助非法洗錢,目前已禁止該平臺向美國公民提供任何形式的交易服務.
1900/1/1 0:00:00