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GameFi 行业下滑但未出局| June Report
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Jun. 2022, Vincy

Data Source: Footprint Analytics - June 2022 GameFi Report

5 月的熊市延续到 6 月,加密领域的连续暴雷和美联储加息加剧市场情绪。主流货币 BTC 和 ETH 的主导地位正在下降,GameFi 原生货币的市值也从峰值贬值近乎 83.4%。

而 GameFi 其他的数据表现也不尽人意,Footprint Analytics 显示:

  • GameFi 市场交易量环比下降 30.3%,交易量减少 1.66 亿美元。

  • GameFi 总用户数为 146 万人,环比下降 26.9%。新增用户数也逐渐减少 34.1%。

  • GameFi 领域 VC 的投资环比下降 57.7%。

在熊市受挫后,投资者很可能在经济放缓之前抛售的风险资产。相反,他们会重新选择能够成为最终蓝筹资产或有增长的项目入场。

此前,我们通过三个假设的 BTC/ETH、NFT 和 Metaverse Land 投资组合探讨这个主题,人们所谓的 “安全” 资产 BTC/ETH(根据某些的计算)币价跌幅会比顶级 NFT 和 Metaverse 项目更大。而对于后两种 “风险较高” 的资产,在牛市中回报也明显更高。

尽管 GameFi 市场的融资资金和总用户数持续下降,但有几款热门游戏的币价和用户数仍保持相对稳定。 另外,游戏平台 BinaryX 扭转下跌趋势,创造一个罕见的熊市突破。而游戏开发商 Playful Studios 为其战斗游戏 Wildcard 筹集了创纪录的 A 轮融资。

从 DeFi Kingdoms 和 Axie Infinity 等头部平台的币价趋势表明,即使 GameFi 的开发者和投资者面临许多困难,该行业也并未出局。

GameFi 市场整体行情

GameFi 项目数环比增长 2.9%,融资资金环比下降 57.7%

截止 6 月底,GameFi 游戏数量为 1,557 个,环比增长 2.9%。新发布的 GameFi 项目包括 MIND Games、Fishing Lands、Fantom Survivor 等。目前它们的交易量和用户量甚少。

mNvkQF52X7mR0KzNZWSR1WGYtPBCWL2uk2blPFDo.png

Footprint Analytics - GameFi Protocols/Chain/GameFi Genre

ISPaigfk7lG8UEvGz2fLuubBuil9eCEuO4Vcr8E5.png

Footprint Analytics - Newly Released GameFi Projects

尽管市场处于极度恐慌的阶段,但这并没有阻止新项目的出现。

反观融资方面,从 5 月开始,融资额减少了 2.39 亿美元,环比下降 57.7%。GameFi 种子轮的数量比其他任何类型要多。

但从投资类别来看,资本主要流向 Web3 和 NFTs。Web3 项目 Wildcard 获得 4,600 万美元,成为熊市中为数不多的黑马之一。数字玩具 NFT Cryptoys 完成由 a16z 领投的 2300 万美元融资。这也意味着 VC 对 GameFi 中的 Web3 和 NFTs 相关的 GameFi 项目表现出高度关注和资本投入。

pIoy0MBAIBto50StdIPDAh8vOdDlm5kfiZ8hJLv1.png

Footprint Analytics - Gaming Financing Distribution

Tdl96gFcYk8btPwl3a5WoM3KocWX96n4XpZn8NCr.png

Footprint Analytics - Number of GameFi Projects Funded in June

GameFi 总用户环比下滑 26.9%,交易量由 $5.47 亿下降至 $3.82 亿

从 CryptoKitties 到 Axie Infinity 再到 The Sandbox、Stepn 等 GameFi 项目,游戏质量慢慢向 Web3 靠拢,在一定程度上提升了游戏体验,满足用户的需求。

尽管 GameFi 出现更多创新游戏和项目,但宏观经济环境和加密市场的波动,导致活跃用户数量从 1 月的峰值 358 万下降到 6 月的 146 万,新户数也逐渐减少到 50 万。与 5 月相比,活跃总用户数降幅 26.9%,新户数降幅 16.1%。

WVbbXeaKTDiZZhrt4XqhNHInFduS9m9s4hvBwZLj.png

Footprint Analytics - Monthly GameFi Users

TpNdEAyrpcRJ3u1y17vn6CYeEybGfR5J0MA1EThu.png

Footprint Analytics - GameFi Unique Users by Chain

n35DaOUSbCJ9NWAQpYf3t2K6TuAugm31QaNweDks.png

Footprint Analytics - GameFi New Users by Chain

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:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
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