jakiro
Author: Climber, Bitchain Vision Realm
“2024 will be the year of robots, the year of the game AI, and the year of simulation.”Jim Fan, a scientist of Nvidia, judged.
In the first quarter of this year, the Global Game Developer Conference (GDC), known as the “Spring Festival Gala” in the game industry, will be held in San Francisco on March 18.This event will hold hundreds of meetings, covering AI, VR, AR, audio, visual, programming and other themes. Participants include Microsoft, Google, Nvidia, Meta, Adobe, EPIC, Unity, Roblow, Tencent, NetEase, etc.Essence
At the same time, there are Nvidia GTC conferences, and the game will also be one of the categories of the conference.According to Nvidia’s official website, in the game field, this GTC conference will explore how to create virtual characters and the world with the help of generation AI and path tracking.
It can be seen that the game is likely to be a hot narrative topic in the next period of time.At present, Nvidia comes with a wealth effect, so under the blessing of the two major events, where are some chain travel projects in the encryption industry worth paying attention to?We may wish to find it from the research reports of institutions and analysts.
One, first -class warehouse
Merit Circle:
On December 21 last year, the first -class warehouse issued a 10 -character research report on Merit Circle, the DAO Chain Tour Guild, which pointed out that the current scale of the chain tour guild is not large, and the size of the community is not even compared to the number of users of the popular chain tour.There is still much room for growth throughout the track.
On the head guild project, YGG has maintained high growth through expanding communities and cooperation with popular games. It is the prestigious guild in the track.Merit Circle is transformed through the transformation. The multi -faced layout chain is actively expanding the scope of business, but it is still in its infancy, and it takes time to verify.The development of GF is relatively flat and some out of the track, and the influence in the industry is weaker.
In terms of risks, the first -class warehouse believes that Merit Circle’s income means are relatively single and mainly depend on the investment sector. However, the market value of the investment part has greater moisture. The subsequent depends on whether the development of the chain travel track and the investing game can have a good return.
Fusionist:
At the beginning of December last year, the first -class warehouse summarized the project. The Fusionist team was experienced, the polishing of the game content was basically mature, and the operating strategies and BUG risks of the game can be paid to the game.
Big time:
In October last year, the first -class warehouse pointed out in the research report that Big Time has a game with sufficient development capabilities and operating experience, and has great development potential in the future.
However, the Big Time tokens can only test the player’s participation in the mechanism obtained in the game, and the project party may also change the rules of the game at any time according to the status quo of the game. In addition, there are still a large number of game bugs in the game version.
Yield guild game:
In September last year, the first -class warehouse pointed out that YGG was committed to investing in early high -quality chain tours in the early days, and created different SUBDAO organizations according to different regions and game projects to expand its ecological layout.
From the perspective of business data, YGG is slightly better than Guildfi in both community size and cooperative game quality. From the perspective of community size, YGG has greater advantages, and the high -quality chain tour of the YGG layout may further benefit it in the future.Development; and from the financial situation of the two, Guildfi’s database is better than YGG.
However, the overall development of YGG has been the overall development of the chain track.But at present, there are signs of warming the chain track.
2. Penta lab
Shrapnel:
On February 3 this year, Penta Lab produced a research report on shrapnel -the first 3A -level first -person perspective shooting game (FPS) masterpiece on the first chain.The report pointed out that the game has a variety of game modes with the first 3A -level FPS on the chain, with high paid users and high -stick players.
Project financing background: November 2021: Complete $ 10.5 million in financing.April 2022: Complete $ 7 million in private equity financing.October 2023: Complete $ 20 million in Series A financing.
Main risks: NFT inflation risk, corporate governance rights risk, game acceptance is not as good as expected risks.
3. LD Capital
Fusionist:
On January 3 this year, LD Capital released the secondary market observation of Fusionist (ACE).The report summarizes its good fundamentals. The investors are mainly Binance Labs. The core team comes from traditional game manufacturers such as Tencent. It is positioned as a blockchain AAA game and has close cooperation with Korean game manufacturers and platforms.
In the end, the overall game ecology is still in the early stages, and there is expected stable development.However, the institution also pointed out that the ACE’s financing code structure is concentrated, and there is potential possibility of potential throwing.
Fourth, Folius Ventures
Matr1x fire:
At the end of November last year, Folius Ventures pointed out in the research report that from the current game situation, the production quality of MATR1X Fire is top -level in Web3 games, even in Web2 games.
However, the potential of the daily active users (DAU) of MATR1X may be limited, and the game may have risks such as bugs, cheating, plug -in.
According to the data, the MATR1X platform is an innovative cultural and entertainment platform for Web3 games+ artificial intelligence (AI)+ e -sports.The total financing exceeds $ 20 million.
5. Footprint
The blockchain data analysis platform Footprint Analytics pointed out that the full -chain game is the popular narrative direction of the future chain track.Full On-Chain Game refers to a game that stores game logic and data completely on the blockchain.
Based on this, the platform gives the game projects of various segments of the full -chain game sector, as follows:
engine:
The current mainstream full -chain game engines include: MUD, Dojo, World Engine (ARGUS), Keystone (Curio), Paima Engine, etc.
Developer tool:
ZKWASM: Innovation in Delphinus Labs, it is a zero -knowledge virtual machine (ZKVM) that is designed to execute WASM code and generates the corresponding execution trajectory.
Web3games.com: Positioned as a decentralized encrypted game ecosystem and blockchain network, using Layer2 technology to realize the full chain of the game.
PixLAW: It is characterized by its layered architecture design, covering the core layer and application layer.The core layer is responsible for providing basic systems and components, while the application layer calls the interface of the core layer through the smart contract to develop game development.This architecture allows to build a game development environment within a few minutes, and through the front -end separation strategy, so that developers only need to focus on the writing of back -end smart contracts, which significantly simplifies the complexity of all -chain game development.
All -chain game chain:
Layer 2 solution: Arbitrum, Optimism, ZKSYNC, etc.
Customized gaming public chain:, COSMOS -based World Engine, Curio based on OPSTACK, etc.
The new generation of common computing public chain: Starknet.
Single game project:
Dark Forest: The iconic game of all -chain games, space strategy games, using ZKSNARKS to achieve information confidentiality, community ecological active.
Loot Survivor: Adventure game, use Cairo language to write smart contracts, Play2DIE economic models.
Treaty: The strategy game on the SUI chain can sign a smart contract treaty, resource development and trade.
Wolf Game: Collect resource breeding games, risk agreement mechanisms, pledge and commission models.
GOL2: Life game simulation based on Starknet can combine with AI to generate content technology.
LOOTREALMS: It is an unlimited strategy game on Starknet. Players need to operate the country and build military protection resources.
BRIQ: Allows to create NFT building blocks on Starknet.
SUI 8192: It is a mobile game, all logic and status changes are on the SUI chain.
NOGAME: The MMORPG game of space theme.
Skystrife: Dedicated by fast -paced RTS battle, the community can develop the Three Kingdoms games based on it.
Game platform:
MatchBoxDao: It is a platform to hatch the Starknet ecosystem game.It supports developers by organizing activities and directly participate in incubation game projects.
Cartridge: It is a StarkNet game aggregation platform, similar to Steam, which provides both the gaming experience and the game infrastructure.It aggregates multiple games Starknet and promotes DOPE WARS development.
0xparc: Created by the founder of the Dark Forest, focusing on the front -edge exploration of full -chain games.
Composable Hub: It is a aggregate platform focusing on full -chain games by Composablelabs. It is a platform that pays attention to the full -chain game earlier.
summary
At present, the chain tour sector has not yet been fully erupted. Although the multi -chain tour projects mentioned in the above research reports have increased significantly, there is still the possibility of imagination space and other related currency outbreaks.
The convening of the Global Game Developer Conference will continue to set off the atmosphere and heat of the game track. Coupled with Nivine Dada’s help, the future chain track may not usher in a wave of upward trends.Among them, the pretty notable projects should count the dual concepts of AI × games.
