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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
" T! c2 \1 K3 z3 ?- ^& |市场确实有所成长,但是消费市场却跟不上。
0 s2 H# Z$ D8 z速览
4 \5 m) ^# K7 f: H6 L, B本次调研针对有代表性的2,651款游戏项目进行分析:0 H% K, _8 F0 f; k/ f& Y. q- X
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%。
, F+ ~- ?. R5 \7 N. {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。 H2 Y' Q9 x. u2 p- r' r' ?. \
前三名游戏区块链网络分别是BSC、Polygon、Ethereum。
; Q& f! T* S' C, Z+ b, n/ w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。
6 `! l) ?' F' y! i: s! d游戏项目现况. |6 d7 ^8 T2 Z1 }- F3 b3 c7 y
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
. F8 O/ A1 h" V/ |8.8%,而月活跃用户超过500人的游戏项目也仅有282款(10.6%)。0 \3 I: V# _( E" j) t: t$ L- M7 X
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。
* U+ Y8 J1 o, J5 v0 H- \3 G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
g( ?! A( y4 J0 _% h7 s的挑战。+ r3 f) z# w$ a) T
游戏公链现况0 i( `8 w' E! r, m" t
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# \+ Z/ Y4 e: [ l$ x' {% m
Polygon(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。: o8 N$ l6 W4 Z2 ~; L
游戏代币现况
# M$ k @$ H- @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' S- j, Q; t. k& N& x
市值成长了15.8%。其中17个项目的代币价格涨幅超过50%。, V! N% c }- }8 ^6 r, D _
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7 Z# s3 n* e# x6 U( J9 K, d- r0 R
18.3%,SLP则上涨70.0%。: q) L8 P$ i5 A* C4 l
产业募资现况2 U4 W9 ~2 B2 ]9 w$ D& a4 q
Web3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:
! W1 ~* G2 U( W g! {, y: ONeon Machine(2,000万美元)# V# Z' j% R. ?) _. z% \
Forge(1,100万美元)
' Q+ B8 j0 [; \' t6 `Upland(700万美元): ]' Z" j" C5 K% T; w% b% Z, J
Moonveil Entertainment(540万美元)! A" H! `4 \; p
Darewise Entertainment(350万美元): Q- @1 A! v/ p. `, i& ]: z
Nex Gami(200万美元)* b& _. {7 J$ G
Third Time Entertainment(200万美元)
$ K$ b6 C5 T v! p2 [! _4 s$ ~9 j, u9 t( j# X" S3 X
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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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