An article to sort out the main points of Delphi Web3 game annual report
Original title: "Notes | Delphi released the Web3 game annual report"
Original author: @ 0 x_Way
Original compilation: WhoKnows DAO
This article is an annual report on the Web game industry recently released by DelphiThe Year Ahead for GamingA brief summary of:
1. Polygon and Immutable are the two chains that receive the most financing for games besides Ethereum;
2. Celestia, a modular blockchain, may also be suitable for game construction;
3. The number of daily active wallets of Axie has dropped from the high point of 1 M to the current 9.5 K;
4. Expressed the expectation that Stepn will develop in a healthy direction in the future even though it is not working now;
(OMG, the author of this article should not have played Stepn, otherwise how could there be such naive expectations, if Setpn wants to develop in the direction of health APPs, it will not be at all in the past year without any updates on the product hh)
5. Most of the game guilds raised a lot of money when they caught up with the P2E climax, but because they cooperated with the game everywhere and bought a bunch of NFT assets, the treasury funds shrunk on a large scale. Among them, YGG has shrunk the most. Its treasury assets have shrunk from a high point of $100 M+ to less than $40 M, a drop of 66%; several other GuildFi, Merit Circle, Avocado DAO, etc. have all shrunk by about 15% -25%;
6. Many games under development may be soft rug silently because of the lack of money in the bear market;
7. Game guild community size: Unix Gaming, AvocadoYGG, and GuildFi have the largest number of DC members; YGG, GuildFi, and Merit Circle have the largest number of Twitter users;
8. Metaverse project, ROBOLX has 202 M MAU, Minecraft has 141 M MAU, Sandbox only has 200 k MAU, Decentraland only has 56 K MAU; from the perspective of valuation, the valuation of Decentraland and Sandbox Still too much overrated;
9. The regulatory issue of game NFT. The investigation of Yuga Labs by the SEC has brought about the regulatory risk of game NFT. If NFT is defined as a security, it will be a big blow to most startups;
10. Games on the chain will be one of the future development directions of blockchain games. The games on the chain that you can pay attention to are:
Dark Forest
0 xPARC
Lattice
Matchbox
Playmint
Influence
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