Why hasn’t this bull market not yet exploded?

I stayed for almost a week in the 2024 Hong Kong Web3 Carnival, and was stuffed by all kinds of meetings and noodles. I envy those cattle people who can catch seven or eight games a day. I basically entered a state of blindness in three or four games.Still a bit dizzy.

The flight mode is the best time to sort out ideas. This time, W Labs combined with Combo to do a chain game game Game House activity. I was thinking about it in my own field.As soon as the ground started, the hosted friends kept pointing at the watch prompt for 5 minutes, eh?My warm -up activities have not been done yet, so it was over?Hahaha, fortunately, this BUFF skill with text output is the beginning, and the one who starts to start with it. If you do n’t finish thinking, write it down for your reference.

The first question: Is the web3 gaming track that has been faked?

In addition to Gua Tian’s own activities, I also participated in a few Panel with my friends. Everyone still has a prospect for the future of the chain travel track, because this round of bull market has not run out of this time, and there is still no one running out one.The phenomenon -level is similar to the chain tour of Axie and Stepn in the previous round.

But my point of view has not changed: if you are optimistic about web3, then firmly watch more web3 games. History has proven that the game is an entry cornerstone that enters the application layer (C end).

For example, the development of the computer industry depends on the upgrade of chips.In the past 50 years, there is no one for the most important promotional factor of computer chips, which is the gaming industry.Fifty years ago, the popularity of Atari Yadali game consoles, the game of eating Doudan Pacman was popular all over the world, directly driving the chip industry to start to break out of cocoon. At that time, Jobs was under the only work of Yadali in Yadali.

For example, in the past few years, the AI ​​tide has become the world’s most beautiful high -tech pretty babies, but Nvidia was the first to do the GPU of the game graphics card. The money in the global hardcore game player’s pocket contributed Nvidia’s earliest cash flow.

The game is the props to seek happiness and excitement for the general public, and those who get the C -end will get the game first.

The second question: So why hasn’t web3 game develop yet?

The answer is simple: it’s too early+it’s biased.

If you do not consider the crypto kitty of the encrypted cat in 2017, the real chain tour began to form a cluster effect. It started with AXIE in the early 2021 fire. This has developed for several years, which is too short.Let’s first look at the transformation and iteration process of the first two stages of electronic games.

The first transformation: 25 years ago, the hardware transformation of the hardware transformation of the selling hardware of the Yadali and the Japanese red and white machines became software, because personal computers were popular.The end game began to be red. From buying game software to paid to the later computer -side online game card or time payment, STEAM’s switching to distribution made a lot of money.

The second transition: 15 years ago, mobile phones and PADs began to popularFree game, paid and playEssenceIf you use the one-time purchase of the end game, it is outdated, and the game-as-a-Service (GAAS) is transformed into a mainstream business model for mobile games.

The second transformation is actually a great change in the development model of the entire industry: for example, the cost of personnel.After the end game, the software began to lay off the software.The mobile games are constantly developing, and the cost of personnel needs to be continuously increased. At the same time, customer service personnel need to be continuously increased to continuously stimulate players to continue to pay.Another example is more leisure games and 5 minutes of games running out, because everyone holding a mobile phone is a fragmented time. It is very suitable for playing or playing or 5 minutes in a game.

What may be the third transformation in the future?Some of the company’s Baoyuan universe, Facebook also renamed Meta.The Yuan universe is very good. Everyone has watched “Number Player”. The blood is boiling, but you need to burn a lot of money, and the infrastructure must continue to be improved. For example, many players will dizzy when wearing ordinary VR heads.This question.

In my opinion, the early web3 games may also be a direction.Everyone has thought about it, as far as the ultimate goal is, what is the biggest difference between web3 games and web2 games?If the game is playable, in the entry threshold, in the project operation and talent reserves, what is the difference between the same level?By the way, it is circulation and payment!

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The web3 game must be combined to the biggest feature of Web3, that is, the convenience of payment and transactions can be improved.It is good to be smooth operation regardless of the payment inside the game or outside the game, instead of involving the strict restrictions on various countries and regions on various distribution platforms.Meta must have thought of this, but his stablecoin libra will soon be born in the death, and may have touched too many external interests. Libra is dead, but the libra team is thinking about getting rich, so there is only it.SUI and APTOS.

The current web3 game I mentioned before is that the first explosive chain tour Axie gave everyone a paradigm of Play to Earn.Axie’s mode, because after all, Axie made a lot of money.Sometimes I have been pondering that if the first explosive chain tour is a casual chess battle game, it is a project that is more circulating and pays closer. Will the current situation of the web3 game race be healthier?

However, it is better to go better than walking. The beginning of a big trend is that the naked Earn is normal. For example, the beginning of the era of sailing can attract so navigators to adventure to be One Piece, not because everyone insists on getting rich trade (find India to India (find IndiaInstead of smuggling spices and silk), it happened to have discovered large silver mines and huge profits in South America. It is necessary to have the first wave of profits that can attract attention.

In the future, the greater wealth -making effect will lead more teams to evolve in the direction of circulation and payment, so I firmly believe that the bull market of the real web3 game has not yet arrived.At present, the situation of Qinghuang is not a good opportunity for the start -up team who is still preparing to enter the market. When the competitors have been expanding and siege, it is really too late to come in at that time.

Third question: How can I embed circulation and payment in web3 games?

The answer to this question is great. We have no ability to discuss laws and regulatory things. The bosses who need to master the top resources are magical in different countries and regions.

We can analyze from the economic model alone. If we can build an economic model of a web3 game, not to mention the effect, it can basically reach the level of graduate students of the Department of Economics.The circulation and payment itself involves the operation of the entire economic system. It is like how a realistic economy design the financial system and financial system. It is necessary to first consider the basic level of this economy, the direction of industrial development, the culture of citizens in the futureCognitive water products, international relations, and then determine the tax and currency system, and then look at how to regulate national defense, infrastructure, bureaucracy, education and medical care and other hard expenditures.

The economic model design of the web3 game is different from the web2 game. Many of the parameters in Web2 games can be very fault -tolerant because they are difficult to realize and circulate.Web3 games are different. Among them, the “currency -based” or “golden -based” token that can be quickly realized. The imbalance of various parameter design can easily collapse.Imagine that so many economists and financial experts are difficult to design a complete economic model for a country, let alone us?

But the keyboard man’s finger is still very tempting. Why did the big Vs who learned so many rich cars in the early years and Zhihu are happy to point out the rivers and mountains?Because you can put your thoughts on your practice, even if it is on the paper, it is a very cool process.At present, web3 games can let you build such a system, hero, you don’t need to imagine to cross, come directly.

Of course, 100 economists have 101 economic theories, even if the internal design of W Labs has different understanding of the design of the game economy model. I can only talk about my opinion first.

1. First, compared to small partners who insist on decentralized factions, I prefer the project that the project needs to see at the beginning.Western free economics originated from Adamsmi’s “National Wealth Theory”, revealing the wonderful use of the free market economy in human nature and self -repair. Subsequent scholar Li Jiatu clicked under free trade. Socialized division of labor and exchange can create higher.value.

   But even one of the US founding Hallon, while serving as the first Treasury Minister of the United States, did not adopt the idea of ​​”National Wealth”, but used the doctrine of Liszt in Germany.For protection, a strong tariff barrier is required to ensure the fragile industrial development of the country, and it is not released until it matures to compete with other countries.Don’t look at developed countries such as the United States and the United Kingdom now shouting free trade every day. When they first started, they were more fierce against their own industries than anyone else.It is also known as a British traitor.

   It is the same in the model of the web3 game. At first, you ca n’t let go of all kinds of tokens too liberalized circulation. A group of Soros like a hungry wolf outside is watching.Whether it is a centralized regulation or the guidance of the internal mechanism, it will be mature in the system.

2. Second, after the domestic industry slowly matures, it is the way to deeply intervene in the economic cycle when the rise of Germany, Japan, and South Korea, in modern history, or the mechanism of the small government in the United States and France, depending on the operating team’s ownIn style, both systems have successful cases.The first rise is fast, visible for a short time, the second stamina, and the financial model is healthy.The two models can actually be transformed in different stages of development. For example, the new policy of the Roosevelt after World War II was properly adopted the first model. In fact, the reputation of the five -year plan of the Soviet Union that year, but the effect is significant.Essence

   From the perspective of web3’s economic model, the first model is based on the asset value -added. It can drive the economy’s GDP (FDV) to the top in a short time, and at the same time attract more and more people to join; the second model isBy setting the tax collection mechanism in circulation links, the main income of the economy is carried out by tax, similar to the casino business model.The more perfect strategy is “two and two”, but it is easy to do too difficult. It is already a dragon and phoenix in the “one”. You have to control greed and forced abandoning the wealth that may be lying in a short time.In order to rectify the future, it is estimated that most of the friends in the team would not agree.

   This is actually answering the title question of this article. The explosive chain tour of this round of bull market should at least have achieved the same innovation of no ancients in a certain way.The innovation point has appeared on a project, just wait for a detonation point.

3. Third, if a project can enter the stage of “two”, then who is more powerful for competing flow and payment methods.In the past few decades, the change of user consumption model has proved that who can improve the convenience of circulation and payment, and who can lead the industry’s change: credit cards can promote consumption than cash in wallets.Can promote consumption.It is difficult to change the user’s habit inertia. For example, users who have been used to Alipay and WeChat payments are already difficult to return to the era of cash or credit cards.In the future, if the web3 can reduce the threshold of user consumption behavior than web2 in the future, the web3 game will definitely make a sky.

   How does the web3 game continue to develop steadily at the “two” stage?At present, the economic development system in the world generally has three points: a free market economy with limited degree, a social operation system with a consensus, and the iteration of technology and technology.Corresponding to the web3 game, it is actually three points: eliminating the obstacles of circulation and payment, decentralized contract mechanism allows players to establish consensus, and synchronize the development of new technologies in the game industry (such as AI and VR).