|August?Report
WhilethenumberofnewusersenteringGameFihasdroppedprecipitously,theaveragenumberoftransactionsperuserisincreasingsteadily.Therefore,withtheusersinthemarkettodaymorelikelytobeactivelygaming,GameFidatafromAugustcanhelpusunderstandwhichprojectsandecosystemsaresustainableinthelongrun.
SplinterlandsandAlienWorldscontinuetobeneck-and-neckastheysteadilyincreasethenumberofuserssinceJunedespitethemarket.Incontrast,oncepromisingFarmersWorldcontinuestobleedusers.
Amassive$200MfundingroundforstealthmodeWeb3gamingstudioLimitBreakandlargeroundsforotherdeveloperslikeAnimocaandGunzillaGamesshowthatinvestorsarebankingonstudiostocarrythetorchoncethemarketreverses.
KeyFindings
ETH跌破1300 USDT，24H跌幅为2%:金色财经报道，行情显示，ETH跌破1300 USDT，现报1299.79 USDT，24H跌幅为2%。[2022/10/10 10:29:33]
OverallMarket
●?ThetotalvolumeinGameFisawitsfirstMoMrespiteafterninemonthsofconsecutivedeclines,growing28%percent—notenoughtobreaktheoveralldownwardstrendorwarrantcelebrationjustyet.
●?Forperspective,volumeinAugustwas93.5%underitsDecember2021highsatthepeakofthebearmarket.
●?Whilethevolumeperuserdeclines,thetransactionsperuserincrease—thereisnostraightforwardconclusiontodraw.Still,itmaymeanthatparticipantsinthemarkettodayaremorelikelytobeactivelygamingandenjoyingthegames.
●?BNBhasarelativelytinyportionofvolume(10.6%)andgamingtransactions(under5%)despitehavingthemostprojects—lendingcredencetotheargumentthatthechainisfullofvaporwaregamesnobodywantstoplay.
Financing&Investment
●?TheamountoffundingraisedintheGameFispacedropped36%MoMfrom$2.14Bto$1.37B.Thenumberofroundscontinuestocollapseprecipitously.
慢雾：Transit Swap黑客攻击交易被抢跑，套利机器人获利超100万美元:10月1日消息，据慢雾安全团队情报，Transit Swap 黑客转移用户 BSC 链 BUSD 资产时被套利机器人抢跑，区块高度为21816885，获利107万BUSD。套利机器人相关地址列表如下：0xa957...70d2、0x90b5...8ff4、0xcfb0...7ac7、
截止到目前，在各方的共同努力下，黑客已将 70% 左右的被盗资产退还到Transit Swap开发者地址，建议套利机器人所属人同样通过service/img/20230515160448088832/1.jpg "/>
Explanationsinclude:
●?AnticipationforTheMerge,whichwillseeEthereummovetoProoforStake(andeventuallyburnsupply).
●?ThepossiblebeginningoflessaggressivemonetarytighteningbytheFederalReserve.
Optimism上AMM协议Velodrome正式上线，已启动空投申领:6月2日消息，由Solidly生态项目veDAO推出的以Solidly为模板的Optimism上AMM协议Velodrome正式上线，并已启动代币空投申领。[2022/6/2 3:57:24]
●?Justadeadcatbounceonthewaytolowerlows.
GameFidoesnotquicklyrecoveronmacronews.
Eitherway,thetrenddidnottranslatetoasignificantincreaseinmarketcaporusersformostgames.ThetotalGameFitokenmarketcapralliedprecariouslyinmid-Augustto$6.43billionbutthendeclinedby?26%?bytheendofthemonth.
Mostconcerningly,thenumberofnewGameFiuserscontinuestositatextremelows.ThisisbecausetheGameFisectortakesmoreresourcesandtimeinvestmenttore-enterthanothers,requiresactiveparticipationtogenerateyield,andisstillhighlyspeculative.?
SplinterlandsandAlienWorldsshowasustainableplayerbase.
BesidesacollapseforSplinterlandsusernumbersinJune,SplinterlandsandAlienWorldshaveshownsteadygrowthintheirusernumbers.?
Interestingly,bothSplinterlandsandAlienWorldsarerelativelybasiccardandtext-basedgameswithnoabilityfortheusertocontrolcharactersinanimmersiveworld.However,theyinvolvestrategyontheplayer'sparttowinandachieveprofitability.
Botharefarfromwhatpeopleimaginegamingtolooklikein2022(thenextmajorcohortofgames,whichincludesIlluviumandPhantomGalaxies,aimstoredressthis.)
Investorsbetbigongamedevelopersandstudios.
Whileoverallfundinghastanked,investorsstillcloseroundsforproventeamswitharecordofviableproductsineitherWeb3orWeb2.?
ThetopfinancingroundsinAugustreflectatrendthat'sbeenlonginthebuilding—investorsareclosingfundingforWeb3gamestudios,andtraditionaldevelopersarenowseekingtoenterGameFi.StudiosanddevelopershavehadsignificantlymoresuccessinthisbearmarketthanGameFiinfrastructureprojectsorindividualgames.
AmongtheroundsinAugustwas$45millionforAnimocaBrands,whichhasdozensofblockchaingamesinitsportfolio,includingTheSandbox,CrazyDefenseHeroes,andtheupcomingPhantomGalaxies.Theroundbringsthecompany'stotalinvestmentfundingto$775.3million.
ThetoproundforthemonthwenttoLimitBreak,thestudiobehindtheDigiDaikuNFTcollectionwithplanstolaunchfree-to-playblockchaingames.
Summary
Bythenumbers,theGameFiindustryhashadabadmonthinAugustasitsrutcontinues,withlittlerelieffromthemonth'sEthereum-drivenrally.
Overallvolume,thenumberofnewprojects,andinvestmentstaynearJulylevelsordropfurther.
However,nowisagreattimetobuild—provendevelopersandstudioswithideasforfutureblockchaingamesandmetaverseprojectscontinuetoreceiverecordfundingrounds.WiththehealthiestgamesrightnowbeingtherelativelybasicSplinterlandsandAlienWorlds,there'salotofroomforimprovement.
?AsiaBlockchainGamingAlliance(ABGA)AllRightsReserved.Thisarticleisprovidedforinformationalpurposesonly.Itisnotofferedorintendedtobeusedaslegal,tax,investment,financial,orotheradvice.
来源：金色财经
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