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Vitalik, the founder of Ethereum, said in 2019 that finance and games will be the first scene of the blockchain landing.
After the previous cycle of DEFI Financial Innovation, the Web3 game sector, which has been silent for nearly two years, seems to be recovering.Whether it is frequent financing or a public test of multiple games, the web3 game sector enters 2024 and it is lively.But as the “Xiangxiang” in the web3 -level market, is the “fire” of the game sector today “real fire” or “virtual fire”?What are the changes worth paying attention to in 2024?
1. Web3 game, fun is the last word
Since the decline of P2E (Play to Earn) games, there are many discussions around the future direction of Web3 games.Among them, the following two directions have attracted the most attention: facing 3A(Note 1)Grade production and playful direction improvement, hoping to attract more players’ Web2.5 games through high -quality games; and when they are prosperous in 2023, try to be fair and transparent and conform to the spiritual entry of the autonomous world.
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Web2.5 games and full -chain games are good or bad, which is a hot topic of all parties at the moment.Although the concept of the full -chain game is very hot, the author believes that the web2.5 game is more noteworthy in 2024, and it is also hoped that the large -scale users of Web3 games will be adopted and transformed.
The most direct reason is that web2.5 games are more like a game that should appear in 2020s compared to full -chain games.On the left side of the figure below is the game interface of a full -chain game X; on the right is the game screen of the web2.5 game y with high popularity in the near future. The gap between the screens between the two is clear at a glance.Although the two games have their own characteristics in terms of game worldview, the latter usually has a significant advantage in terms of game production, smooth operation, and playability.
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Playability is the main disadvantage of the web3 game that is difficult to obtain large -scale players.The monotonous gameplay and rough screen often allowed players to return to the web3 game more than ten years ago. The only attractive that may be attractive is to make money and make money.However, for ordinary players, there is always only one hard standard for evaluating the advantages and disadvantages of a game, that is, whether it is fun; the web3 game that excessively pays attention to “FI” can only attract the golden people, but it cannot complete the large -scale conversion of Web2 users.
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The fairness, transparency and autonomy of all -chain games may be the evolution of future games, but in the short term, it is limited to technology and cannot build complex game scenarios.It is difficult to really attract enough real players.After all, unless it is an enthusiastic enthusiast, most players still choose the former in the choice of 3A masterpieces and pixel games under normal circumstances.Today’s all -chain game is like DEFI around 2018. The concept is greater than reality, and it still takes time to iterate and accumulate.
So just look at 2024, if the web3 game ushered in the outbreak, its driving force will still mainly come from the web2.5 game.And the web2.5 game track may also change in 2024:
1. Continue to move closer to Web2 in terms of playability and gameplay
We always believe that the best state of web3 technology to penetrate into reality is “moisturizing and silent.”Although to some extent, the relationship between Web2.5 games and web2 games is more like a supplement, but if it can be transformed by the economic system and the back -end of the game, it does not affect playability and gameplay.In the case, it is a better choice that allows players to adapt to Web3 technology to the game system.Web2.5 games will continue to accelerate the integration of Web2 games in terms of game content and user experience in 2024, and gradually integrate the token model of Web3 into the game to achieve the originality of internal and external trading platforms to achieve convenient circulation of assets through internal and external trading platforms.
2. Integration with AI will become the main narrative of the web2.5 game in 2024
Whether it is based on AI training NPC or AI blessing to make the game more realistic, or rewrite the game logic through AI, making the game full of uncertainty and randomness, which will make Web2.5 games colliding with AI different sparks.As the former Shanda Games co -founder Tan Qunzhao accepted the media, the focus of promoting the development of the game industry was actually technological change. Now web3 and AI are subverting the gaming industry and will make the game industry usher in the golden period in the next two years.
3. Web2.5 game project will accelerate platformization and ecological evolution
Each game has a life cycle, and the life cycle of the web2.5 game is not only affected by the game itself, but also affected by the entire Web3 market trend.Compared with a single game project, the game platform and the game ecology have stronger anti -risk capabilities, longer life cycles, and therefore have greater trial error space and development potential.Many web3 game platforms are now actively constructing the game ecology and transforming the game platform, so as to get rid of the dependence on a single game.From the financing market in 2023, it can also be seen that this trend is that more than 40%of the Web3 game tracks are investing in the game studio and game service platform. Investment in a single game is cautious.
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Perhaps in the future, all -chain games will become the mainstream of web3 games, but in 2024, we believe that the web2.5 game is the answer we are looking forward to.
Second, the narrative “The ice period is coming, can the web3 game become a” fire “in winter?
Aside from the dispute between the web2.5 game and the full -chain game, we may wish to look at the basic disk of web3 games from the perspective of data, and then evaluate the geometry of today’s fire.& lt; span Rootid “:” CJMMDFZKFORFE7XKLV6UYSOOS1D “,” Text “: {” initialattributedtexts “: {” text “: {” 0 “:” 2. Whether the WEB3 game can become a “one in winter in winter Fire”?”}, “Attribs”: {“0”: “*0+v”}}, “Apool”: {“numtoattrib”: {“0”: [“author”, “7033222257829893”]}, “nextnumm”: 1}},” Type “:” Heading3 “,” ReferenceRecordMap “: {},” Extra “: {” Mention_page_title “: {},” External_Mention_url “: {}},” IskeePquotEConta “ins”: false, “ISFROMCODE”: FALSE, “Selection”: [{“ID”: 25, “Type”: “Text”, “Selection”: {“START”: 0, “End”: 31}, “Recordid”: “VRGJDJSEBONLAUXFAT8UHWSWSWSWSWS”}], “Payloadmap”: {}, “iScut”: false} ‘& gt;
After the innovation of P2E (PLAY To EARN), such as Axie, Stepn, etc., the Web3 game sector has been tepid in the past two years.However, from the data on the chain, whether it is the number of active addresses or the transaction volume, the game is still the most active field of web3: the average daily independent active wallet (UAW) is maintained at about 6 million, and the average daily transaction amount on the chain is about 100 million US dollars., Far surpassed DEFI and other sections.Beginning in August 2023, the game sector UAW has ushered in a substantial increase. By February 2024, it has exceeded 12 million, an increase of more than 142.44%from the same period in 2023.
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In the first -level market, web3 games also perform well.According to the incomplete statistics of OKX Venture, in the first three quarters of 2023, a total of 923 investment and financing events occurred in the Web3 industry, of which 91 investment and financing incidents of the game track were 91, accounting for 9.86%.Although affected by market downturn, the financing amount has fallen sharply compared with the previous two years, the proportion of financing is relatively stable and maintained at about 10%.The active participation of top investment institutions shows the long -term optimistic of the capital market for the web3 game sector.
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However, compared to the dazzling performance on the chain and the first -level market, the market is looking forward to the overall outbreak of Web3 games in 2024.Compared with other sectors, we believe that web3 games have the potential to become a key outbreak in the new cycle.The reason is:
From the perspective of narrative, web3 game narrative is enough to carry the hope of breaking and growth.BitMex co -founder Arthur Hayes recently posted that the importance of narrative in the encryption market often exceeds the technology itself.We do not fully agree with this view, but agree with the importance of narrative.The web3 industry is entering the narrative “ice period”, funds and projects are more gathering at the infrastructure level, and the lack of new growth points in large -scale users’ adoption and conversion of narrative.noneOn the use of Web3 technology to reshape the game industry, or through the game with Web3 breaking circles, nearly 3 billion web2 gamers and nearly 600 million web3 users worldwide have given Web3 games with a strong narrative foundation.
Although P2E games represented by Axie Infinity and Stepn, due to the biased economic model, they declare failure after a brief outbreak, but in the overall perspective, more web3 native projects are standing on the shoulders of the past.Gaming products for demand; more and more traditional game giants with rich experience have gradually entered and started creating a 3A chain tour. It may bring a qualitative leap to web3 games in terms of playability: these make it difficult for the game sector to be ignored againEssenceAccording to a previous report by Markets and Markets, the global blockchain game market will increase by US $ 4.6 billion in 2022, and it is expected to increase to $ 65.7 billion by 2027.
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From the perspective of reality, as an industry with extreme money and time consuming, the outbreak of the game sector requires the common promotion of multiple factors such as capital, time and technology.When it was traveling in 2024, these elements seemed to be gathering.The improvement of the technical infrastructure such as the modular public chain, AA wallet, ZK, L2, etc. has given Web3 games stronger support. In the past few years, the dazzling performance of Web3 games in the first -level market has also given many project parties enough capital and capital andTime to polish and test game products.
Of course, these also make the market look forward to the performance of Web3 games in the new cycle.After all, after years of accumulation and multi -round financing, many web3 games seem to be the time to the “transcript”.
Note 1:The 3A game is an informal classification in the electronic game industry, usually refers to the type of game types of high investment, high quality and high sales.
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