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当前离线
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本报告将从整体行情、市场情绪、投资布局和重点新闻四个方面回溯 6 月 GameFi 的市场走势和重要信息。
报告中的数据皆由 My MetaData 提供。My MetaData 是一个数据驱动的 GameFi 分析平台，通过 Twitter 热度、链上数据、机构动态帮助用户发现 GameFi 投资机会。
一、整体行情
My MetaData 数据显示，最新 GameFi 游戏数量为 1497 个，相比 5 月增长 2%。月末活跃用户数为 797506，相较 5 月末较少了约 40%。
数据来源：mymetadata.io
而整体交易额和交易次数方面也呈现下降趋势。从公链数据上来看，WAX 作为链游项目方选择最多的公链之一，其交易额在本月占比最高，其头部链游有 Alien Worlds、Farmers World；而 Harmony 在本月交易额占比方面占据绝对优势，其头部链游是 DeFi Kingdoms。
数据来源：mymetadata.io
从 6 月的交易额整体曲线来看，6 月 24 日有一波小的涨幅，主要贡献来自于 Harmony 和 Robin 链，而 Robin 的唯一代表链游为 Axie Infinity。
二、市场情绪
市场情绪最能反应大众是如何看待当前市场走势的，从 6 月的 Twitter GameFi 相关话题的讨论数量来看，其走势跟整体的活跃用户、交易曲线基本保持一致。
数据来源：mymetadata.io
经过对 34,738 条 Twitter KOL 推文的跟踪和分析，可以发现 6 月 KOL 热议的前 3 名链游分别是：StepN、Legacy 和 Poly chain Monsters，具体热度分布如下：
数据来源：mymetadata.io
这些项目要么属于早期上线链游，已经具备了用户基础；要么因为获得融资而备受关注，总体来说，热度最高的依然是 StepN。StepN 作为一款 move to earn 游戏，虽然目前风波不断，但是 move to earn 这种游戏方式对玩家来说接受度和可操作性极高，未来还会有很多同类型的游戏前仆后继地进入大众地视野。这条赛道的热度依然没有消退。
再从 6 月的链游交易数据来看，交易量排名前 10 的链游都具备以下特点：可玩性高，受到过资本青睐，市场宣发力度高、前期收益高。这也恰恰反映出了市场的眼光。
数据来源：mymetadata.io
三、资本布局
能够影响 GameFi 市场发展的除了玩家受众外，还有资本带来的高流量和高曝光。
对比今年 5 月的融资事件，6 月头部 VC 投资总数为 225 起，减少了 10 起。其中 GameFi 相关投资占到总投资数的 20%，投资金额涉及 4.14 亿美元。
数据来源：mymetadata.io
数据来源：mymetadata.io
6 月 VC 对 GameFi 领域的投资主要分布在：链游、游戏开发商、游戏平台、基础设施和公会五个方向。其中，对游戏开发商的直接投资比重超过了对链游项目的投资，说明 VC 更加看好游戏开发商未来的发展，愿意参与到游戏的设计、开发和宣传环节中。
近来，游戏平台之间的争夺战也更加白热化，有多来越多的平台开始出现，并带着整合 NFT 借贷、DeFi 元素和游戏分发的愿景，试图解决租赁和跨链等一系列技术问题，最大限度地降低玩家的进入门槛。
数据来源：mymetadata.io
在 VC 所投的众多项目中，链游玩家最关心的还是它们投资了哪些游戏。6 月，一共有 20 个链游宣布了融资动态，总金额涉及 2.24 亿美元。
数据来源：mymetadata.io
四、重点新闻
6 月 GameFi 领域发生了一些重大事件，具体如下：
1、Karmaverse 启动首期代币回购/锁定/销毁机制 |
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