<?xml version="1.0" encoding="utf-8"?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/">
    <channel>
        <title>Donald</title>
        <link>https://paragraph.com/@donald-3</link>
        <description>management．</description>
        <lastBuildDate>Mon, 11 May 2026 00:58:22 GMT</lastBuildDate>
        <docs>https://validator.w3.org/feed/docs/rss2.html</docs>
        <generator>https://github.com/jpmonette/feed</generator>
        <language>en</language>
        <image>
            <title>Donald</title>
            <url>https://storage.googleapis.com/papyrus_images/41402f941168a9cb816d2b35b52b9e374c35e991a7b85d0965d43abb7865f23b.jpg</url>
            <link>https://paragraph.com/@donald-3</link>
        </image>
        <copyright>All rights reserved</copyright>
        <item>
            <title><![CDATA[Chain games experience weak growth and what will trigger the next wave of chain game growth?]]></title>
            <link>https://paragraph.com/@donald-3/chain-games-experience-weak-growth-and-what-will-trigger-the-next-wave-of-chain-game-growth-2</link>
            <guid>VNmweXdXuOajnIXGXvJq</guid>
            <pubDate>Fri, 11 Feb 2022 07:57:07 GMT</pubDate>
            <description><![CDATA[The GameFi track entered a cooling-off period after December last year. The market has been adjusted and some speculative games have been eliminated. Leading projects such as Axie are also facing the status quo of slowing user growth and lower player income. The entire track is also looking for new growth point. Original title: GameFi has entered a cooling-off period, what is the next main theme?market OverviewTransaction volume fell sharply, active user volatility rose From the data point of...]]></description>
            <content:encoded><![CDATA[<p>The GameFi track entered a cooling-off period after December last year. The market has been adjusted and some speculative games have been eliminated. Leading projects such as Axie are also facing the status quo of slowing user growth and lower player income. The entire track is also looking for new growth point.</p><p>Original title: GameFi has entered a cooling-off period, what is the next main theme?</p><h2 id="h-market-overview" class="text-3xl font-header !mt-8 !mb-4 first:!mt-0 first:!mb-0">market Overview</h2><p><strong>Transaction volume fell sharply, active user volatility rose</strong></p><p>From the data point of view, looking back on 2021, GameFi&apos;s transaction volume peaks are concentrated in early August and early November, and the transaction volume in the first week of August and the first week of November both reached about 220 million US dollars. More than 90% of them are from Axie Infinity, and several other top-selling games include Alien Worlds, Sorare, Aurory, Gods Unchained, and Crypto Kitties.</p><p>The trading volume of these games continued to decline after November. By the first week of 2022, GameFi’s trading volume will be around 44 million US dollars, which has dropped by more than 80% compared to the highest point. Axie Infinity’s trading volume is only 35 million US dollars. Around, about 16% of the peak.</p><p>However, despite the sharp drop in transaction volume, the number of active users of Chain Games has been fluctuating and rising. It has risen from 470,000 at the end of July last year to 1.53 million at the beginning of January this year. The number of active users has more than tripled in half a year. It can be seen from this that although the trading volume dropped sharply after the market calmed down, there are still new users participating in GameFi.</p><p>GameFi NFT asset trading volume</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/7e6cb53333ab79a357e34268bbe951e93d1f4c8fef05bfdf91dacec1694023b2.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>* *GameFi active users</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/dec2247a4b0fb7fb77f2e44ba06de9540cb54e04b623bea4310ecbbd033444ec.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Multiple ecological full bloom</strong></p><p>Since GameFi has high requirements for network performance, lower handling fees and faster transaction speed, Ethereum sidechains , Layer 2, and other Layer 1 public chains can be used as the infrastructure for chain games. According to Dapp Radar&apos;s statistics of the top 100 GameFi Dapps by transaction volume in the past 30 days, 57 are deployed on BSC, 11 are Polygon , 10 are Wax, 7 are Ethereum, 4 are Immutable X, and 4 are Harmony. There are 3 of them.</p><p>In terms of quantity, BSC&apos;s GameFi ecosystem is relatively large. BSC is very keen on games in the second half of this year, from Crypto Blades in the middle of last year to a series of P2E games featuring gaming represented by Crypto Mines in November. Because of the currency price of some games and the design of the economic model, people have mixed opinions on the game quality of the BSC ecosystem.</p><p>But GameFi has obviously become one of the main directions of BSC. Low transaction fees and the support of the Binance ecosystem make BSC one of the most suitable public chains for the development of GameFi.</p><p>In addition, there will also be a phenomenon that a single GameFi project drives the development of the entire public chain ecosystem. Taking Hive and WAX as examples, the card game Sppnterlands promotes the development of the entire Hive, and the number of active users of Sppnterlands ranks among the top five in the Dapp list all the year round. , accounting for more than 90% of the total usage of the Hive network.</p><p>And WAX also relies on Alien Worlds to promote the entire game ecosystem, and Alien Worlds accounts for half of the activity of the WAX ​​network. The biggest contributor to Harmony&apos;s GameFi transaction volume comes from DeFi Kingdoms, with a transaction volume of $1.76 billion within 30 days, making Harmony the public chain with the largest GameFi Dapp transaction volume.</p><p>The development of the entire public chain ecosystem driven by a single game proves that the GameFi P2E track is continuing to grow, and its influence should not be underestimated.</p><p>The number of layouts and transaction amounts of GameFi Dapps in each chain</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/daf1f3f68a72d4893aaf3bd9819eb01156da3896f2e69b4f1795edc0856bcaf2.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Active investment and financing</strong></p><p>The development and progress of the GameFi track in 2021 has attracted the attention of many venture capitalists. In 2020, the investment amount of chain games is about 88.8 million US dollars, and the total investment in 2021 will reach 4 billion US dollars, an increase of about 43 times. Up to now, the total investment amount of chain games is about 5.4 billion, with traditional investment (VC) accounting for 85% and blockchain investment accounting for 15%. The following table shows the chain game financing events sorted by investment amount:</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/fbb53e718f30f7e58c47726dce07e5217f07722bd63e67045b5d4d0914493a51.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/9a5e2101b84275503f22f4055ec6ed66e78309fef4b0036ea50ca792dc2a1689.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><h2 id="h-layout-direction" class="text-3xl font-header !mt-8 !mb-4 first:!mt-0 first:!mb-0">layout direction</h2><p>Through the analysis of the current market, we believe that the following four aspects are the layout directions that GameFi needs to focus on in the future:</p><p><strong>GameFi with more gameplay</strong></p><p>We believe that the current play-to-earn-based GameFi has some game attributes compared to traditional games, but the gameplay is not strong enough. Whether in terms of narrative or picture quality, such games generally value &quot;earn&quot;. &quot;play&quot; is in a relatively secondary position.</p><p>At present, many chain games seen on the market have this feature. Most of the participating users are also players in the currency circle, and the quality of the games is uneven. After Axie Infinity, in the November GameFi wave represented by Crypto Mines, Wolf Game, BNX and other games, it can be seen that game props are basically obtained by opening blind boxes, and there are very few fighting and competition scenes in the game.</p><p>More emphasis is placed on strategies and games, and the economic model is also short-lived. Some players outside the circle even regard this type of chain game as &quot;online gambling&quot;, and many GameFi high-risk speculators have appeared at this stage.</p><p>We believe that the GameFi track is one of the most effective means to attract non-currency users into the crypto field. The development of GameFi cannot completely rely on crypto native players. It is crucial to attract traditional game players to join. High-quality chain games with stronger gameplay and playability will become the main direction of the future GameFi track. The nansen GameFi report also proposed that chain games need to develop in the next-generation high-quality direction after play-to-earn.</p><p>However, for investors, although the quality of large-scale AAA chain games that can be launched after several years of production requires large funds, although the quality is guaranteed, and the probability of running away and non-delivery is not high, it still has certain risks, because the GameFi industry trend and changes The speed is very fast, and the economic mechanics and gameplay design can change a lot in a few months.</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/45e52b1e67b4d718810902751eeae341eb38083124fa3ea32b1f6c5465a79ed9.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>We believe that the following three chain games have strong gameplay:</p><p><strong>Thetan Arena</strong></p><p>Thetan Arena is a MOBA game called &quot;League of Legends on the Chain&quot; by many players. It was developed by Wolffun, a well-known traditional game manufacturer in Vietnam. Wolffun was established in 2014 and has created popular games such as Heroes Strike. Thetan Arena is like an on-chain version of Heroes Strike, and the game has the following modes:</p><ul><li><p>Battle Royale (Single/Double): The one who survives after forming a group among twelve players, all players have the same task, which is to attack the supply box and destroy other enemies</p></li><li><p>Tower Defense: 4v4 team, consider the opponent&apos;s tower destruction as victory</p></li><li><p>Deathmatch: 4v4 team, players need to eliminate as many others as possible</p></li><li><p>Superstar: 4v4 team, players need to accumulate points to win</p></li><li><p>There are two tokens in the game, one is the governance token THG, and the other is the in-game token THC. THG can be used to buy busy-blind boxes and upgrade heroes. Users can earn through PVE, PVP battles, and tournaments; THC can be earned by completing Missions and rank up to get.</p><p>This game has the following advantages:</p><ol><li><p>The gameplay is diverse and the playability is strong, similar to League of Legends and Wilderness Brawl, players can also enjoy fun while playing and earning;</p></li><li><p>It can be operated on mobile devices and supports users to play games on PC, Android and IOS;</p></li><li><p>The game duration is short, about 3-5 minutes per round, players can use the fragmented time to play the game;</p></li><li><p>It is free to play and earn, and users can experience the game and get rewards without investing any money;</p></li><li><p>The team has a rich background in traditional game development and has developed several high-quality games;</p></li><li><p>There are many heavyweight partners and investors such as Animoca Brands, Mask, etc.;</p></li><li><p>High popularity: There are more than 18 million existing players, nearly 360,000 Twitter followers, and 320,000 Discord community members.</p></li></ol><p>However, there will be lag in the actual operation of the game, and there are many restrictions on withdrawals. Both THC and THG tokens require players to create an account for at least 12 days, and they can be claimed every 48 hours, and a handling fee will be charged when charging. , there are minimum and maximum withdrawal limits, the limits are related to the credit of the account, and the credit is related to battles, rankings, purchases in the mall, etc., so this game is more suitable for players who want to play games rather than gold players.</p><p> <strong>Sidus Heroes</strong></p><p>Sidus Heroes is an interstellar themed massively multiplayer online role-playing game (MMORPG) Sci-Fi game based on Ethereum. It is still in a relatively early stage. The official website only gives the Demo version. Place, etc. are still under construction.</p><p>Twelve races are set in the game, and the skills of different races are also different. These twelve races are all related to the blockchain, such as Polygopus, Solantrum, Bitcoione, Polkacyon, etc. There are four modules in the game, one is the PVP arena, players can adjust strategies, match different skills and weapons, and fight with other players; the second is the planet exploration module, players can buy spaceships to explore in space, and can fight occupied.</p><p>Other planets; the third is the land management module, players can acquire resources by purchasing assets or occupying planets, and manage and build their own land, similar to RPG mode games; the fourth is the political module.</p><p>This module contains elections for parliament and parties, which are related to the future direction of the entire interstellar space. Players need to hold NFT to enter the game. The current floor price of avatar in Opensea is 0.7eth, which is much lower than the similar Star Altas. In terms of economic model, the dual-currency model is still adopted, the in-game token is Sidus, and the governance token is Senate.</p><p>Several highlights of the game include: 1. Well-made, high-definition picture, delicate picture quality, and strong avatar artistry; 2. The game is rich in content, and the story line is complete and detailed; 3. The roadmap is compact in length and has a long-term plan. In detail, Demo is provided, while the few 3A games on the market only provide a few pictures and promotional videos.</p><p>This is the only game where you can experience the gameplay; 4. The team’s tokens have been locked up for four years, and the team feels to investors that they are seriously building this game; 5. Active social media: Twitter followers have reached 330,000 There are more than 210,000 Discord members.</p><p>However, we believe that the game also has certain risks, such as the fact that the investor lineup is not strong enough for 3A masterpieces, the team members lack experience in large-scale game production, and the development time is short.</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/68fcdc0fab68e918844dd09a3336365ecba5044ce7a617e7b163666a65bd5107.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>*</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/acc243ca603c92653f657925cb3c3b39331b5bf3c31334ae8ac8bdbf22c803fc.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><ul><li><p><strong>Illuvium</strong></p><p>The background of the story of Illuvium is that a spaceship found a mysterious planet in space and was sending a distress signal. After the spacecraft crashed unexpectedly, people tried to explore the planet and conquer the illuvials of the beasts on the planet. People can capture the illuvials and bring them into their own camp to capture the beasts. A crystal ball is needed, and the player needs to mine the resources on the planet to synthesize the crystal ball.</p><p>The game also has pvp and pve modes. The rarity of illuvials is different. There are five attributes of water, fire, soil, nature, and air. The occupations are also different. Players need to use their own strategies to adjust the position of the beasts, which is somewhat similar to the thinking of chess and card games. But the battle scene is also very well made, and more powerful beasts can also be created by fusing different beasts.</p><p>According to the official disclosure, there are still some undeveloped plots in the game, which may be used for the development of other games in the future, or may be provided for players to create their own games, thus forming a rich game ecology. Illuvium is expected to open the Q1 public beta this year. Currently, only the pledge of the token ILV and the sale of NFTs are open. Mythical animals, weapons, armors, skins, etc. are all NFTs in the game. The game also adopts a dual currency mechanism, ILV is used for governance, and sILV is an in-game asset.</p><p>A few highlights of Illuvium are:</p><ol><li><p>The artist&apos;s art and design are very sophisticated, with high picture quality, high picture definition, and strong gameplay (this is also the biggest highlight of the game);</p></li><li><p>Built on ImmutableX, which is specially designed for NFTs in Ethereum Layer 2, players do not need to pay high handling fees;</p></li><li><p>The DeFi Staking mechanism was introduced before the game was launched to reduce selling pressure, strengthen investor confidence, and stabilize the currency price to a certain extent. The longer the staking time, the greater the APY coefficient (higher rewards are given to players who want to invest in the project for a long time);</p></li><li><p>There are many senior game developers in the team. Co-founder Kieran Warwick is brothers with Aaron Warwick and Synthetix founder Kain;</p></li><li><p>The investor lineup is relatively strong, including YGG; 6. The social media operation is relatively strong, with nearly 250,000 followers on Twitter and about 250,000 members on Discord.</p></li></ol></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/e661d2c83a2f67c46d1f1a10ceafdb835afff58e29e3e474cf02d1fb4968cf80.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><ul><li><p><strong>&quot;Chain Games Steam&quot;</strong></p><p>The chain game track mechanism and gameplay design change rapidly. A single game and a single economic system may cause slow user growth, lack of innovative gameplay and mechanism or decline in revenue, resulting in user loss.</p><p>On the contrary, we should pay more attention to the &quot;Steam&quot; in the field of chain games, that is, the game ecology composed of multiple chain games. Compared with a single game, a multi-game ecology will bring more narratives (such as Metaverse), and the token economy can also be used. It is applied in multiple games to form a loop, and each game has stronger interoperability. At present, projects worth paying attention to in the multi-game ecosystem include Gala and Mobox.</p><p><strong>Gala Games</strong></p><p>Gala Games is both a game developer and a game aggregation platform. In addition to the team developing its own games, the nodes will also vote for other manufacturers to develop, attracting other game studios to integrate. Gala Games&apos; NFT prop assets and Gala tokens are all based on Ethereum, and internal game transactions rely on their own network maintenance. This approach not only ensures the security of assets, but also maintains the smoothness of the game.</p><p>There are more than 26,000 nodes in Gala&apos;s node ecology. The founder nodes are sold to the public. The current price is close to 300,000 GALA. The GALA rewards obtained by nodes are based on the following three consensus mechanisms: Proof of Stake (verification of network transactions), Proof of Work (providing computing power for the network), Proof of Storage (providing storage support for the ecosystem).</p><p>Generally speaking, the equipment requirements of the node are not high, and it can run for six hours a day, but the payback period of the node is long, and the annual node reward will be halved. Nodes also fulfill their governance responsibilities, and can vote to choose which games to go online and the use of funds.</p><p>There are currently 8 games in the ecosystem. Currently, only the farm management game Town Star and the multiplayer online economy (MOBA) game Spider Tank have been launched. The rest of the games only open the sale of props. GALA tokens can be purchased in the GALA built-in mall. The props of the game, the current sales of the props in the ecology before they go online are also relatively good.</p><p>Now Town Star has also changed from only providing qualifying rewards to introducing P2E, that is, completing daily tasks can get tokens TOWN. The two games launched by Gala have received enthusiastic responses. The future development of the ecosystem mainly depends on the quality of the games to be launched next. High-quality games will attract more users, and the increase in the number of users will bring more high-quality games. Settling in, and then forming a positive cycle of expanding the ecology.</p><p>However, at present, in terms of the relationship between games within the ecosystem, there is a lack of connection between the various games. Both the narrative and the economic system are independent of each other. The token GALA only acts as a medium for transactions, and does not introduce DeFi gameplay. In the future, we will make more Looking forward to the diverse interactions of games in the GALA ecosystem.</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/89c4a8dda0790eb348e5c1cffa5de41f8407308960a66826cb640aa6543cef32.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Mobox</strong></p><p>Mobox is a comprehensive platform that combines DeFi, NFT, and GameFi. The main goal of the project is to create a GameFi platform that players can easily play and earn while being friendly to developers. In November 2021, Binance Labs made a strategic investment in MOBOX and jointly established the game fund MetaFund.</p><p>There are currently four ways to make money on Mobox:</p><ul><li><p>Liquidity mining: Players can participate in liquidity mining by staking MBOX -BNB as LP. At present, the APY of the platform is about 100%. The advanced gameplay is that if you get veMBOX by freezing MBOX, you can speed up the income of pledged LP. Freezing does not mean Staking, freezing cannot get additional staking benefits</p></li><li><p>MOMO NFT mining: The income of NFT mining depends on the computing power of MOMO NFT. If you form a MOMO team, you will get a bonus of 300 computing power. A MOMO with a team can not only participate in the mining of MOMO NFT, but also Can participate in P2E games and earn income</p></li><li><p>Subscription BOX Blind Box: Players can apply for a blind box, open the blind box, and sell the MOMO in the market to earn the difference. If a rare and legendary MOMO is opened, players can get considerable income</p></li><li><p>Play to Earn: There are now three P2E games on the MBOX platform - Gold Coin Master, Block War and ChainZ Arena. You can get MBOX rewards by playing qualifying matches in the game, or renting MOMO to participate in the game. Block Wars has also secured a partnership with YGG. The short-term goal of the project party is to attract more high-quality games to the platform and become a leading game distribution platform. game block war</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/c12ad38cd9d78751b5cd6e397fab011fc3ae77acccc1f87e5932abfa8f4a60af.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>It is worth mentioning that the token MBOX has a repurchase and destruction mechanism. 80% of the platform&apos;s profits will automatically enter the repurchase pool. When the MBOX price is lower than the average price within 72 hours, the smart contract will automatically purchase it from the secondary market. And destroyed, this mechanism will also play a certain role in stabilizing the currency price of the token.</p><p>Overall, MOBOX uses DeFi as its infrastructure, empowers DeFi and GameFi through NFT, and deeply integrates the three. Players can earn MBOX through liquidity mining in the farm, and use MBOX to purchase blind boxes to open MOMO pets , the opened MOMO can help players make money in the game, and the MBOX earned by P2E can be returned to the liquidity pool again, forming an ecological cycle.</p><p><strong>gold guild</strong></p><p>GameFi&apos;s play to earn is different from the traditional game&apos;s play for fun. In addition to game participants, there are also a number of gold players. It also spawned some players who provide game NFT props rental, game strategy teaching and training, breeding and cultivation, with scholarships. A game guild, the guild will generally share the income of game gold by leasing NFT entry props and players, and will also charge a certain service fee.</p><p>Some game guilds such as YGG will also invest in the GameFi project, participate in the angel round and private sale round of the game, obtain project tokens or high-quality NFT props, and form their own game ecology. At present, game guilds are mainly concentrated in third world countries such as Southeast Asia. In order to exempt players from the barriers to entry into the game by renting props, the Chain Game Guild has effectively improved the lives of local poor communities through training and money.</p><p>Most of the guilds are made by Axie Infinity. With the decrease of Axie Infinity&apos;s income, the layout of other high-quality games is a transformation that game guilds have to face. In addition to the well-known YGG, other second-tier gold guilds are also worthy of attention:</p><p><strong>Avocado Guild</strong></p><p>Avocado Guild completed the A round of financing with US$18 million in November last year, setting a record for the A-round financing of the Chain Game Association. Investors include Animoca Brands, QCP Soteria Node (QSN), Three Arrows Capital, Solana, Binance Capital Management, etc. The post-investment valuation has reached more than $200 million.</p><p>Up to now, there are more than 10,000 scholars, mainly in Southeast Asia such as the Philippines and Malaysia. Games currently supported by Avocado Guild include Axie Infinity, Theta Arena, Cyball, REVV Racing, Sipher, Elpis Battle, Big Time Games. Avocado Guild Investors and Supporters</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/f194c1637f60705260a89ff5b6d8b3343b2743f23ec62db9ea9b64f3a759ae7c.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>Avocado players and guilds get five or five points. Unlike YGG and other guilds, 37 and 46 points, players get less income, but AG can still attract 10,000 scholars to join the guild. The main advantage of AG is It is its excellent operation. AG players are not only gold mining machines, but also turn gold mining into jobs. AG pays more attention to the education of community members, including blockchain, DeFi and other knowledge, and forms a mutually beneficial qualification. Education, wealth and gold.</p><p>Avocado Guild will also organize offline activities, publish guild publications, and guild resources have also been used for some public welfare activities, which makes community members have a stronger sense of belonging and stickiness, which in turn will contribute more to the community, ensuring that DAO’s Steady income, thus forming a virtuous circle. The more positive the AG&apos;s organizational image, the more likely it is to recruit trustworthy players, instead of stealing the guild account without following the guild&apos;s guidelines.</p><p><strong>Achip &amp; Achair Guild (AAG)</strong></p><p>AAG is an upstart of the Chain Game Association. At the end of November last year, AAG completed a private round of financing of US$12.5 million, led by Shima Capital, Trible Capital, Tess Ventures, and other investors including Republic Realm, Hashkey Capital, Portico Ventures, ViaBTC Capital, Harmony, etc. The biggest difference between AAG and other chain game guilds is that the P2E gold mining guild is only a part of the business line. AAG&apos;s business lines include a total of four:</p><ul><li><p>The vision of P2E PlatformAAG is that it is not a competitive relationship with other guilds, but a cooperative relationship. P2E Platform is an interactive environment where players, investors and guilds are combined. Specifically, it includes the game library cooperating with AGG, and the market place that AAG plans to create by itself. This market place will also integrate other markets such as Opensea.</p></li><li><p>At the same time, it will also integrate the game&apos;s Dashboard, such as overall income statistics, participation time statistics, etc., and also include guild management tools including scholarship payments, performance monitoring and guidance tools, in-game Axie automated breeding tools, etc. AAG P2E platform</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/2485102ec4b36763816c557aa1d3618d7b893c291221fec6cd54fce706115d00.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><ul><li><p>P2E GuildAAG has already had 1,500 Scholars playing Axie to make money within seven weeks, and currently has more than 2,000 Scholars in seven countries and regions, mainly in the Philippines, Indonesia, Brazil, India, Colombia, Nigeria and Argentina seven countries. AAG and players are divided into six or four, and players can get most of the income.</p></li><li><p>Learn to EarnAAG hopes to open an L2E platform for players to improve their employability while making money. Players can earn AAG tokens by learning courses on the platform. The planned study courses include basic education, financial finance, information science, civic health and social welfare, etc. Some government entities or companies or non-profit institutions and organizations may be interested in and provide support for L2E.</p></li><li><p>FoundationAAG Founsation is a non-profit self-sufficient foundation that promotes charitable programs.</p></li></ul><p>It is worth mentioning that the AAG wallet program can convert any tokens that players have reached by gold into AAG tokens. The process of withdrawing gold is smoother and more friendly to blockchain novice players.</p><p><strong>Auxiliary tool</strong></p><p>The auxiliary tools of Chain Games are derivatives of the GameFi track. We believe that with the growth of the GameFi track, the role of auxiliary tools will become more important for players, developers, and project parties, such as: data monitoring panels, Low threshold game development tools, DAO operation management tools, etc.</p><p><strong>Game Maker (The Sandbox)</strong></p><p>Game Maker is a game development program that comes with The Sandbox. It is a UGC game creation tool for users. Players can create games without programming knowledge, and use existing elements to place them on the LAND plot or directly in the game. The Sandbox is built on its own template. Game Maker is very friendly to independent and small team development. Game Maker provides a large number of high-quality elements and assets for players to build. Players do not need to spend too much time creating assets and can only focus on game development.</p><p>The $2 million Game Maker Fund was established in October 2019 to reward users who develop and produce games on The Sandbox platform. The foundation is supervised by the DAO, and a number of game projects have been put into production.</p><p>The Sandbox also hosted the SAND Play Game Creation Contest on December 24th, asking players to use Game Maker to create a sports-related experience with a total prize pool of 50,000 SAND to motivate more creators to participate. We believe that with the development of UGC games in the future, we can focus on tools that are easy to use and have low thresholds for game creation.</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/b4d34a17bcbede0ce73b61aba23daed67ed9e7d75fc5aefc029d820ed0f3c84c.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/96f563b6f4a8c0e72a85f01e373e68c101b5623148bcf68cd77466007f882939.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Gametaverse</strong></p><p>Gametaverse is a Dashboard specially designed for GameFi. Most of the data about GameFi in the market now comes from the Game section of Dapp data websites, such as Dapp Radar, nonfungbile.com, etc. There is a lack of data statistics and analysis websites focusing on GameFi tracks. We believe that with the continuous development and expansion of the GameFi track, GameFi needs to have its own one-stop portal.</p><p>Gametaverse&apos;s investors include Animoca Brands, Dragonfly Capital, YGG, YGG SEA, etc. The lineup of investors is relatively strong. In addition, the advisors of the project include Mr. Well-known KOL Block and Co-Founder Brian of YGG SEA.</p><p>Features of the Gametaverse platform include:</p><ul><li><p>GameFi token ranking: The ranking of tokens can be sorted by increase, number of active users, transaction volume and market cap;</p></li><li><p>upcoming events: including project IDO, Airdrop, AMA, etc.;</p></li><li><p>Project Report, Blog: Link to Medium</p></li><li><p>Revenue calculation: Users can enjoy the revenue calculation function by connecting to the wallet. Currently, this function supports four games - Axie Infinity, Farmers World, REVV Racing and Thetan Arena. We think this is one of the biggest highlights of the platform</p></li><li><p>Staking: You can earn income by Staking platform token GTA</p></li></ul>]]></content:encoded>
            <author>donald-3@newsletter.paragraph.com (Donald)</author>
            <enclosure url="https://storage.googleapis.com/papyrus_images/41402f941168a9cb816d2b35b52b9e374c35e991a7b85d0965d43abb7865f23b.jpg" length="0" type="image/jpg"/>
        </item>
        <item>
            <title><![CDATA[Chain games experience weak growth and what will trigger the next wave of chain game growth?]]></title>
            <link>https://paragraph.com/@donald-3/chain-games-experience-weak-growth-and-what-will-trigger-the-next-wave-of-chain-game-growth</link>
            <guid>Sp8Uqgwv4hy7uuMNXOaZ</guid>
            <pubDate>Fri, 11 Feb 2022 07:56:43 GMT</pubDate>
            <description><![CDATA[The GameFi track entered a cooling-off period after December last year. The market has been adjusted and some speculative games have been eliminated. Leading projects such as Axie are also facing the status quo of slowing user growth and lower player income. The entire track is also looking for new growth point. Original title: GameFi has entered a cooling-off period, what is the next main theme?market OverviewTransaction volume fell sharply, active user volatility rose From the data point of...]]></description>
            <content:encoded><![CDATA[<p>The GameFi track entered a cooling-off period after December last year. The market has been adjusted and some speculative games have been eliminated. Leading projects such as Axie are also facing the status quo of slowing user growth and lower player income. The entire track is also looking for new growth point.</p><p>Original title: GameFi has entered a cooling-off period, what is the next main theme?</p><h2 id="h-market-overview" class="text-3xl font-header !mt-8 !mb-4 first:!mt-0 first:!mb-0">market Overview</h2><p><strong>Transaction volume fell sharply, active user volatility rose</strong></p><p>From the data point of view, looking back on 2021, GameFi&apos;s transaction volume peaks are concentrated in early August and early November, and the transaction volume in the first week of August and the first week of November both reached about 220 million US dollars. More than 90% of them are from Axie Infinity, and several other top-selling games include Alien Worlds, Sorare, Aurory, Gods Unchained, and Crypto Kitties.</p><p>The trading volume of these games continued to decline after November. By the first week of 2022, GameFi’s trading volume will be around 44 million US dollars, which has dropped by more than 80% compared to the highest point. Axie Infinity’s trading volume is only 35 million US dollars. Around, about 16% of the peak.</p><p>However, despite the sharp drop in transaction volume, the number of active users of Chain Games has been fluctuating and rising. It has risen from 470,000 at the end of July last year to 1.53 million at the beginning of January this year. The number of active users has more than tripled in half a year. It can be seen from this that although the trading volume dropped sharply after the market calmed down, there are still new users participating in GameFi.</p><p>GameFi NFT asset trading volume</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/7e6cb53333ab79a357e34268bbe951e93d1f4c8fef05bfdf91dacec1694023b2.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>* *GameFi active users</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/dec2247a4b0fb7fb77f2e44ba06de9540cb54e04b623bea4310ecbbd033444ec.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Multiple ecological full bloom</strong></p><p>Since GameFi has high requirements for network performance, lower handling fees and faster transaction speed, Ethereum sidechains , Layer 2, and other Layer 1 public chains can be used as the infrastructure for chain games. According to Dapp Radar&apos;s statistics of the top 100 GameFi Dapps by transaction volume in the past 30 days, 57 are deployed on BSC, 11 are Polygon , 10 are Wax, 7 are Ethereum, 4 are Immutable X, and 4 are Harmony. There are 3 of them.</p><p>In terms of quantity, BSC&apos;s GameFi ecosystem is relatively large. BSC is very keen on games in the second half of this year, from Crypto Blades in the middle of last year to a series of P2E games featuring gaming represented by Crypto Mines in November. Because of the currency price of some games and the design of the economic model, people have mixed opinions on the game quality of the BSC ecosystem.</p><p>But GameFi has obviously become one of the main directions of BSC. Low transaction fees and the support of the Binance ecosystem make BSC one of the most suitable public chains for the development of GameFi.</p><p>In addition, there will also be a phenomenon that a single GameFi project drives the development of the entire public chain ecosystem. Taking Hive and WAX as examples, the card game Sppnterlands promotes the development of the entire Hive, and the number of active users of Sppnterlands ranks among the top five in the Dapp list all the year round. , accounting for more than 90% of the total usage of the Hive network.</p><p>And WAX also relies on Alien Worlds to promote the entire game ecosystem, and Alien Worlds accounts for half of the activity of the WAX ​​network. The biggest contributor to Harmony&apos;s GameFi transaction volume comes from DeFi Kingdoms, with a transaction volume of $1.76 billion within 30 days, making Harmony the public chain with the largest GameFi Dapp transaction volume.</p><p>The development of the entire public chain ecosystem driven by a single game proves that the GameFi P2E track is continuing to grow, and its influence should not be underestimated.</p><p>The number of layouts and transaction amounts of GameFi Dapps in each chain</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/daf1f3f68a72d4893aaf3bd9819eb01156da3896f2e69b4f1795edc0856bcaf2.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Active investment and financing</strong></p><p>The development and progress of the GameFi track in 2021 has attracted the attention of many venture capitalists. In 2020, the investment amount of chain games is about 88.8 million US dollars, and the total investment in 2021 will reach 4 billion US dollars, an increase of about 43 times. Up to now, the total investment amount of chain games is about 5.4 billion, with traditional investment (VC) accounting for 85% and blockchain investment accounting for 15%. The following table shows the chain game financing events sorted by investment amount:</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/fbb53e718f30f7e58c47726dce07e5217f07722bd63e67045b5d4d0914493a51.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/9a5e2101b84275503f22f4055ec6ed66e78309fef4b0036ea50ca792dc2a1689.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><h2 id="h-layout-direction" class="text-3xl font-header !mt-8 !mb-4 first:!mt-0 first:!mb-0">layout direction</h2><p>Through the analysis of the current market, we believe that the following four aspects are the layout directions that GameFi needs to focus on in the future:</p><p><strong>GameFi with more gameplay</strong></p><p>We believe that the current play-to-earn-based GameFi has some game attributes compared to traditional games, but the gameplay is not strong enough. Whether in terms of narrative or picture quality, such games generally value &quot;earn&quot;. &quot;play&quot; is in a relatively secondary position.</p><p>At present, many chain games seen on the market have this feature. Most of the participating users are also players in the currency circle, and the quality of the games is uneven. After Axie Infinity, in the November GameFi wave represented by Crypto Mines, Wolf Game, BNX and other games, it can be seen that game props are basically obtained by opening blind boxes, and there are very few fighting and competition scenes in the game.</p><p>More emphasis is placed on strategies and games, and the economic model is also short-lived. Some players outside the circle even regard this type of chain game as &quot;online gambling&quot;, and many GameFi high-risk speculators have appeared at this stage.</p><p>We believe that the GameFi track is one of the most effective means to attract non-currency users into the crypto field. The development of GameFi cannot completely rely on crypto native players. It is crucial to attract traditional game players to join. High-quality chain games with stronger gameplay and playability will become the main direction of the future GameFi track. The nansen GameFi report also proposed that chain games need to develop in the next-generation high-quality direction after play-to-earn.</p><p>However, for investors, although the quality of large-scale AAA chain games that can be launched after several years of production requires large funds, although the quality is guaranteed, and the probability of running away and non-delivery is not high, it still has certain risks, because the GameFi industry trend and changes The speed is very fast, and the economic mechanics and gameplay design can change a lot in a few months.</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/45e52b1e67b4d718810902751eeae341eb38083124fa3ea32b1f6c5465a79ed9.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>We believe that the following three chain games have strong gameplay:</p><p><strong>Thetan Arena</strong></p><p>Thetan Arena is a MOBA game called &quot;League of Legends on the Chain&quot; by many players. It was developed by Wolffun, a well-known traditional game manufacturer in Vietnam. Wolffun was established in 2014 and has created popular games such as Heroes Strike. Thetan Arena is like an on-chain version of Heroes Strike, and the game has the following modes:</p><ul><li><p>Battle Royale (Single/Double): The one who survives after forming a group among twelve players, all players have the same task, which is to attack the supply box and destroy other enemies</p></li><li><p>Tower Defense: 4v4 team, consider the opponent&apos;s tower destruction as victory</p></li><li><p>Deathmatch: 4v4 team, players need to eliminate as many others as possible</p></li><li><p>Superstar: 4v4 team, players need to accumulate points to win</p></li><li><p>There are two tokens in the game, one is the governance token THG, and the other is the in-game token THC. THG can be used to buy busy-blind boxes and upgrade heroes. Users can earn through PVE, PVP battles, and tournaments; THC can be earned by completing Missions and rank up to get.</p><p>This game has the following advantages:</p><ol><li><p>The gameplay is diverse and the playability is strong, similar to League of Legends and Wilderness Brawl, players can also enjoy fun while playing and earning;</p></li><li><p>It can be operated on mobile devices and supports users to play games on PC, Android and IOS;</p></li><li><p>The game duration is short, about 3-5 minutes per round, players can use the fragmented time to play the game;</p></li><li><p>It is free to play and earn, and users can experience the game and get rewards without investing any money;</p></li><li><p>The team has a rich background in traditional game development and has developed several high-quality games;</p></li><li><p>There are many heavyweight partners and investors such as Animoca Brands, Mask, etc.;</p></li><li><p>High popularity: There are more than 18 million existing players, nearly 360,000 Twitter followers, and 320,000 Discord community members.</p></li></ol><p>However, there will be lag in the actual operation of the game, and there are many restrictions on withdrawals. Both THC and THG tokens require players to create an account for at least 12 days, and they can be claimed every 48 hours, and a handling fee will be charged when charging. , there are minimum and maximum withdrawal limits, the limits are related to the credit of the account, and the credit is related to battles, rankings, purchases in the mall, etc., so this game is more suitable for players who want to play games rather than gold players.</p><p> <strong>Sidus Heroes</strong></p><p>Sidus Heroes is an interstellar themed massively multiplayer online role-playing game (MMORPG) Sci-Fi game based on Ethereum. It is still in a relatively early stage. The official website only gives the Demo version. Place, etc. are still under construction.</p><p>Twelve races are set in the game, and the skills of different races are also different. These twelve races are all related to the blockchain, such as Polygopus, Solantrum, Bitcoione, Polkacyon, etc. There are four modules in the game, one is the PVP arena, players can adjust strategies, match different skills and weapons, and fight with other players; the second is the planet exploration module, players can buy spaceships to explore in space, and can fight occupied.</p><p>Other planets; the third is the land management module, players can acquire resources by purchasing assets or occupying planets, and manage and build their own land, similar to RPG mode games; the fourth is the political module.</p><p>This module contains elections for parliament and parties, which are related to the future direction of the entire interstellar space. Players need to hold NFT to enter the game. The current floor price of avatar in Opensea is 0.7eth, which is much lower than the similar Star Altas. In terms of economic model, the dual-currency model is still adopted, the in-game token is Sidus, and the governance token is Senate.</p><p>Several highlights of the game include: 1. Well-made, high-definition picture, delicate picture quality, and strong avatar artistry; 2. The game is rich in content, and the story line is complete and detailed; 3. The roadmap is compact in length and has a long-term plan. In detail, Demo is provided, while the few 3A games on the market only provide a few pictures and promotional videos.</p><p>This is the only game where you can experience the gameplay; 4. The team’s tokens have been locked up for four years, and the team feels to investors that they are seriously building this game; 5. Active social media: Twitter followers have reached 330,000 There are more than 210,000 Discord members.</p><p>However, we believe that the game also has certain risks, such as the fact that the investor lineup is not strong enough for 3A masterpieces, the team members lack experience in large-scale game production, and the development time is short.</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/68fcdc0fab68e918844dd09a3336365ecba5044ce7a617e7b163666a65bd5107.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>*</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/acc243ca603c92653f657925cb3c3b39331b5bf3c31334ae8ac8bdbf22c803fc.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><ul><li><p><strong>Illuvium</strong></p><p>The background of the story of Illuvium is that a spaceship found a mysterious planet in space and was sending a distress signal. After the spacecraft crashed unexpectedly, people tried to explore the planet and conquer the illuvials of the beasts on the planet. People can capture the illuvials and bring them into their own camp to capture the beasts. A crystal ball is needed, and the player needs to mine the resources on the planet to synthesize the crystal ball.</p><p>The game also has pvp and pve modes. The rarity of illuvials is different. There are five attributes of water, fire, soil, nature, and air. The occupations are also different. Players need to use their own strategies to adjust the position of the beasts, which is somewhat similar to the thinking of chess and card games. But the battle scene is also very well made, and more powerful beasts can also be created by fusing different beasts.</p><p>According to the official disclosure, there are still some undeveloped plots in the game, which may be used for the development of other games in the future, or may be provided for players to create their own games, thus forming a rich game ecology. Illuvium is expected to open the Q1 public beta this year. Currently, only the pledge of the token ILV and the sale of NFTs are open. Mythical animals, weapons, armors, skins, etc. are all NFTs in the game. The game also adopts a dual currency mechanism, ILV is used for governance, and sILV is an in-game asset.</p><p>A few highlights of Illuvium are:</p><ol><li><p>The artist&apos;s art and design are very sophisticated, with high picture quality, high picture definition, and strong gameplay (this is also the biggest highlight of the game);</p></li><li><p>Built on ImmutableX, which is specially designed for NFTs in Ethereum Layer 2, players do not need to pay high handling fees;</p></li><li><p>The DeFi Staking mechanism was introduced before the game was launched to reduce selling pressure, strengthen investor confidence, and stabilize the currency price to a certain extent. The longer the staking time, the greater the APY coefficient (higher rewards are given to players who want to invest in the project for a long time);</p></li><li><p>There are many senior game developers in the team. Co-founder Kieran Warwick is brothers with Aaron Warwick and Synthetix founder Kain;</p></li><li><p>The investor lineup is relatively strong, including YGG; 6. The social media operation is relatively strong, with nearly 250,000 followers on Twitter and about 250,000 members on Discord.</p></li></ol></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/e661d2c83a2f67c46d1f1a10ceafdb835afff58e29e3e474cf02d1fb4968cf80.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><ul><li><p><strong>&quot;Chain Games Steam&quot;</strong></p><p>The chain game track mechanism and gameplay design change rapidly. A single game and a single economic system may cause slow user growth, lack of innovative gameplay and mechanism or decline in revenue, resulting in user loss.</p><p>On the contrary, we should pay more attention to the &quot;Steam&quot; in the field of chain games, that is, the game ecology composed of multiple chain games. Compared with a single game, a multi-game ecology will bring more narratives (such as Metaverse), and the token economy can also be used. It is applied in multiple games to form a loop, and each game has stronger interoperability. At present, projects worth paying attention to in the multi-game ecosystem include Gala and Mobox.</p><p><strong>Gala Games</strong></p><p>Gala Games is both a game developer and a game aggregation platform. In addition to the team developing its own games, the nodes will also vote for other manufacturers to develop, attracting other game studios to integrate. Gala Games&apos; NFT prop assets and Gala tokens are all based on Ethereum, and internal game transactions rely on their own network maintenance. This approach not only ensures the security of assets, but also maintains the smoothness of the game.</p><p>There are more than 26,000 nodes in Gala&apos;s node ecology. The founder nodes are sold to the public. The current price is close to 300,000 GALA. The GALA rewards obtained by nodes are based on the following three consensus mechanisms: Proof of Stake (verification of network transactions), Proof of Work (providing computing power for the network), Proof of Storage (providing storage support for the ecosystem).</p><p>Generally speaking, the equipment requirements of the node are not high, and it can run for six hours a day, but the payback period of the node is long, and the annual node reward will be halved. Nodes also fulfill their governance responsibilities, and can vote to choose which games to go online and the use of funds.</p><p>There are currently 8 games in the ecosystem. Currently, only the farm management game Town Star and the multiplayer online economy (MOBA) game Spider Tank have been launched. The rest of the games only open the sale of props. GALA tokens can be purchased in the GALA built-in mall. The props of the game, the current sales of the props in the ecology before they go online are also relatively good.</p><p>Now Town Star has also changed from only providing qualifying rewards to introducing P2E, that is, completing daily tasks can get tokens TOWN. The two games launched by Gala have received enthusiastic responses. The future development of the ecosystem mainly depends on the quality of the games to be launched next. High-quality games will attract more users, and the increase in the number of users will bring more high-quality games. Settling in, and then forming a positive cycle of expanding the ecology.</p><p>However, at present, in terms of the relationship between games within the ecosystem, there is a lack of connection between the various games. Both the narrative and the economic system are independent of each other. The token GALA only acts as a medium for transactions, and does not introduce DeFi gameplay. In the future, we will make more Looking forward to the diverse interactions of games in the GALA ecosystem.</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/89c4a8dda0790eb348e5c1cffa5de41f8407308960a66826cb640aa6543cef32.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Mobox</strong></p><p>Mobox is a comprehensive platform that combines DeFi, NFT, and GameFi. The main goal of the project is to create a GameFi platform that players can easily play and earn while being friendly to developers. In November 2021, Binance Labs made a strategic investment in MOBOX and jointly established the game fund MetaFund.</p><p>There are currently four ways to make money on Mobox:</p><ul><li><p>Liquidity mining: Players can participate in liquidity mining by staking MBOX -BNB as LP. At present, the APY of the platform is about 100%. The advanced gameplay is that if you get veMBOX by freezing MBOX, you can speed up the income of pledged LP. Freezing does not mean Staking, freezing cannot get additional staking benefits</p></li><li><p>MOMO NFT mining: The income of NFT mining depends on the computing power of MOMO NFT. If you form a MOMO team, you will get a bonus of 300 computing power. A MOMO with a team can not only participate in the mining of MOMO NFT, but also Can participate in P2E games and earn income</p></li><li><p>Subscription BOX Blind Box: Players can apply for a blind box, open the blind box, and sell the MOMO in the market to earn the difference. If a rare and legendary MOMO is opened, players can get considerable income</p></li><li><p>Play to Earn: There are now three P2E games on the MBOX platform - Gold Coin Master, Block War and ChainZ Arena. You can get MBOX rewards by playing qualifying matches in the game, or renting MOMO to participate in the game. Block Wars has also secured a partnership with YGG. The short-term goal of the project party is to attract more high-quality games to the platform and become a leading game distribution platform. game block war</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/c12ad38cd9d78751b5cd6e397fab011fc3ae77acccc1f87e5932abfa8f4a60af.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>It is worth mentioning that the token MBOX has a repurchase and destruction mechanism. 80% of the platform&apos;s profits will automatically enter the repurchase pool. When the MBOX price is lower than the average price within 72 hours, the smart contract will automatically purchase it from the secondary market. And destroyed, this mechanism will also play a certain role in stabilizing the currency price of the token.</p><p>Overall, MOBOX uses DeFi as its infrastructure, empowers DeFi and GameFi through NFT, and deeply integrates the three. Players can earn MBOX through liquidity mining in the farm, and use MBOX to purchase blind boxes to open MOMO pets , the opened MOMO can help players make money in the game, and the MBOX earned by P2E can be returned to the liquidity pool again, forming an ecological cycle.</p><p><strong>gold guild</strong></p><p>GameFi&apos;s play to earn is different from the traditional game&apos;s play for fun. In addition to game participants, there are also a number of gold players. It also spawned some players who provide game NFT props rental, game strategy teaching and training, breeding and cultivation, with scholarships. A game guild, the guild will generally share the income of game gold by leasing NFT entry props and players, and will also charge a certain service fee.</p><p>Some game guilds such as YGG will also invest in the GameFi project, participate in the angel round and private sale round of the game, obtain project tokens or high-quality NFT props, and form their own game ecology. At present, game guilds are mainly concentrated in third world countries such as Southeast Asia. In order to exempt players from the barriers to entry into the game by renting props, the Chain Game Guild has effectively improved the lives of local poor communities through training and money.</p><p>Most of the guilds are made by Axie Infinity. With the decrease of Axie Infinity&apos;s income, the layout of other high-quality games is a transformation that game guilds have to face. In addition to the well-known YGG, other second-tier gold guilds are also worthy of attention:</p><p><strong>Avocado Guild</strong></p><p>Avocado Guild completed the A round of financing with US$18 million in November last year, setting a record for the A-round financing of the Chain Game Association. Investors include Animoca Brands, QCP Soteria Node (QSN), Three Arrows Capital, Solana, Binance Capital Management, etc. The post-investment valuation has reached more than $200 million.</p><p>Up to now, there are more than 10,000 scholars, mainly in Southeast Asia such as the Philippines and Malaysia. Games currently supported by Avocado Guild include Axie Infinity, Theta Arena, Cyball, REVV Racing, Sipher, Elpis Battle, Big Time Games. Avocado Guild Investors and Supporters</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/f194c1637f60705260a89ff5b6d8b3343b2743f23ec62db9ea9b64f3a759ae7c.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p>Avocado players and guilds get five or five points. Unlike YGG and other guilds, 37 and 46 points, players get less income, but AG can still attract 10,000 scholars to join the guild. The main advantage of AG is It is its excellent operation. AG players are not only gold mining machines, but also turn gold mining into jobs. AG pays more attention to the education of community members, including blockchain, DeFi and other knowledge, and forms a mutually beneficial qualification. Education, wealth and gold.</p><p>Avocado Guild will also organize offline activities, publish guild publications, and guild resources have also been used for some public welfare activities, which makes community members have a stronger sense of belonging and stickiness, which in turn will contribute more to the community, ensuring that DAO’s Steady income, thus forming a virtuous circle. The more positive the AG&apos;s organizational image, the more likely it is to recruit trustworthy players, instead of stealing the guild account without following the guild&apos;s guidelines.</p><p><strong>Achip &amp; Achair Guild (AAG)</strong></p><p>AAG is an upstart of the Chain Game Association. At the end of November last year, AAG completed a private round of financing of US$12.5 million, led by Shima Capital, Trible Capital, Tess Ventures, and other investors including Republic Realm, Hashkey Capital, Portico Ventures, ViaBTC Capital, Harmony, etc. The biggest difference between AAG and other chain game guilds is that the P2E gold mining guild is only a part of the business line. AAG&apos;s business lines include a total of four:</p><ul><li><p>The vision of P2E PlatformAAG is that it is not a competitive relationship with other guilds, but a cooperative relationship. P2E Platform is an interactive environment where players, investors and guilds are combined. Specifically, it includes the game library cooperating with AGG, and the market place that AAG plans to create by itself. This market place will also integrate other markets such as Opensea.</p></li><li><p>At the same time, it will also integrate the game&apos;s Dashboard, such as overall income statistics, participation time statistics, etc., and also include guild management tools including scholarship payments, performance monitoring and guidance tools, in-game Axie automated breeding tools, etc. AAG P2E platform</p></li></ul><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/2485102ec4b36763816c557aa1d3618d7b893c291221fec6cd54fce706115d00.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><ul><li><p>P2E GuildAAG has already had 1,500 Scholars playing Axie to make money within seven weeks, and currently has more than 2,000 Scholars in seven countries and regions, mainly in the Philippines, Indonesia, Brazil, India, Colombia, Nigeria and Argentina seven countries. AAG and players are divided into six or four, and players can get most of the income.</p></li><li><p>Learn to EarnAAG hopes to open an L2E platform for players to improve their employability while making money. Players can earn AAG tokens by learning courses on the platform. The planned study courses include basic education, financial finance, information science, civic health and social welfare, etc. Some government entities or companies or non-profit institutions and organizations may be interested in and provide support for L2E.</p></li><li><p>FoundationAAG Founsation is a non-profit self-sufficient foundation that promotes charitable programs.</p></li></ul><p>It is worth mentioning that the AAG wallet program can convert any tokens that players have reached by gold into AAG tokens. The process of withdrawing gold is smoother and more friendly to blockchain novice players.</p><p><strong>Auxiliary tool</strong></p><p>The auxiliary tools of Chain Games are derivatives of the GameFi track. We believe that with the growth of the GameFi track, the role of auxiliary tools will become more important for players, developers, and project parties, such as: data monitoring panels, Low threshold game development tools, DAO operation management tools, etc.</p><p><strong>Game Maker (The Sandbox)</strong></p><p>Game Maker is a game development program that comes with The Sandbox. It is a UGC game creation tool for users. Players can create games without programming knowledge, and use existing elements to place them on the LAND plot or directly in the game. The Sandbox is built on its own template. Game Maker is very friendly to independent and small team development. Game Maker provides a large number of high-quality elements and assets for players to build. Players do not need to spend too much time creating assets and can only focus on game development.</p><p>The $2 million Game Maker Fund was established in October 2019 to reward users who develop and produce games on The Sandbox platform. The foundation is supervised by the DAO, and a number of game projects have been put into production.</p><p>The Sandbox also hosted the SAND Play Game Creation Contest on December 24th, asking players to use Game Maker to create a sports-related experience with a total prize pool of 50,000 SAND to motivate more creators to participate. We believe that with the development of UGC games in the future, we can focus on tools that are easy to use and have low thresholds for game creation.</p><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/b4d34a17bcbede0ce73b61aba23daed67ed9e7d75fc5aefc029d820ed0f3c84c.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><figure float="none" data-type="figure" class="img-center" style="max-width: null;"><img src="https://storage.googleapis.com/papyrus_images/96f563b6f4a8c0e72a85f01e373e68c101b5623148bcf68cd77466007f882939.png" alt="" blurdataurl="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=" nextheight="600" nextwidth="800" class="image-node embed"><figcaption HTMLAttributes="[object Object]" class="hide-figcaption"></figcaption></figure><p><strong>Gametaverse</strong></p><p>Gametaverse is a Dashboard specially designed for GameFi. Most of the data about GameFi in the market now comes from the Game section of Dapp data websites, such as Dapp Radar, nonfungbile.com, etc. There is a lack of data statistics and analysis websites focusing on GameFi tracks. We believe that with the continuous development and expansion of the GameFi track, GameFi needs to have its own one-stop portal.</p><p>Gametaverse&apos;s investors include Animoca Brands, Dragonfly Capital, YGG, YGG SEA, etc. The lineup of investors is relatively strong. In addition, the advisors of the project include Mr. Well-known KOL Block and Co-Founder Brian of YGG SEA.</p><p>Features of the Gametaverse platform include:</p><ul><li><p>GameFi token ranking: The ranking of tokens can be sorted by increase, number of active users, transaction volume and market cap;</p></li><li><p>upcoming events: including project IDO, Airdrop, AMA, etc.;</p></li><li><p>Project Report, Blog: Link to Medium</p></li><li><p>Revenue calculation: Users can enjoy the revenue calculation function by connecting to the wallet. Currently, this function supports four games - Axie Infinity, Farmers World, REVV Racing and Thetan Arena. We think this is one of the biggest highlights of the platform</p></li><li><p>Staking: You can earn income by Staking platform token GTA</p></li></ul>]]></content:encoded>
            <author>donald-3@newsletter.paragraph.com (Donald)</author>
            <enclosure url="https://storage.googleapis.com/papyrus_images/41402f941168a9cb816d2b35b52b9e374c35e991a7b85d0965d43abb7865f23b.jpg" length="0" type="image/jpg"/>
        </item>
    </channel>
</rss>