Author: Raymond Chng
Original compilation: 0xbread, TechFlow
The next plate rotation will be Gamefi, which is still very early days in this space. Even if the entire industry is currently sluggish, Gamefi may become the tipping point of the industry and usher in explosive growth.This article may bring you some valuable news, read to the end to get Alpha.
In the past 6-7 weeks, most tokens have shown a downward trend (except for some small-cap altcoins that have performed well), and at the same time, the NFT market has been choppy.We are experiencing a market where funds are fragmented.
We have seen many investors make huge profits in the NFT market through AzukiZen, BAYC, and AdamBombSquad, and some of them even turned 5ETH into 100ETH or more. So where does the money end up going?
I believe that some of this profit will flow into the game NFT, because they are used to buying NFT, and we can also see some NFT has launched a complete game roadmap.
But this does not seem to be so friendly to DeFi. Through understanding, investors in the DeFi circle also believe that funds have indeed been transferred to other sectors. Gamefi, on the one hand, is a good balance of NFT+DeFi, and investors in both fields can participate in Gamefi's projects well. Gamefi developers, on the other hand, have been working on builds non-stop for the past few months, and many projects will have new products coming soon.In the last cycle, Gamefi was almost all p2e, and some people are already tired of this model of Axie. However, this is about to change.
Play To Earn (P2E) has started a shift in the direction of Play And Earn (P&E), and this shift has been very popular in the Gamefi community. After reading a large number of articles and participating in discussions with other game economists, this transformation of Gamefi is beyond doubt. P&E's game design will first bring some traditional competitive game players into the blockchain game, and further bring more game types of players into the field.
More and more traditional game companies are also announcing their entry into chain games, such as Ubisoft, Microsoft, SoftBank and a series of traditional game companies and investment companies have announced investment in chain games and entered into the Metaverse. In the future, there will be more and more Traditional companies come in and invest in Gamefi.Of course, many crypto funds are also rushing to recruit Gamefi investment team talents, such as A16z. In short, more and more capital is entering Gamefi, and the transition from Gamefi to P&E will attract more capable and enthusiastic gamers -> may bring a better encrypted e-sports ecology, thus forming a positive cycle .
image description
image description
Magic price chart
So, if the next explosive sector is Gamefi, how should we choose the target? I will share my thoughts and actions (note, this does not constitute investment advice), so let's get started.
Avax's subnet will be launched in the first quarter. Due to its faster response speed and greater scalability, the entire subnet has greatly helped Gamefi, providing everything needed for high-performance gaming. In terms of Avax ecology, I will pay attention to Jewel and Cra.
As the blue-chip Gamefi tokens in the Avax ecosystem, Jewel and Cra have strong community support and attention. The only project I focus on on Arbitrium is Magic, which has a complete ecosystem of games, NFTs, and projects. This project feels like Nintendo to me, and I look forward to the follow-up development of the community.
In Polygon's ecology, crypto_raiders and crypto_unicorns are the most ecologically reliable p2e chain games. If you have been following Gamefi before, you will know that many people have made a lot of money in the process of Unicorns from 0.2ETh to 2ETH.
Of course, there are too many chain games for you to choose from, but if you have not been on this track for a long time, I think it is difficult to choose a good game and follow the popularity to rotate games. So I personally think that for those who don’t have the energy to learn about Gamefi, Guilds (guilds) are one of the good investment choices in this wave of Gamefi promotion.
Guilds like Ygg, Mc, GF, and Avg are like Gamefi's index funds, and they participate in a large number of physical games.Therefore, investing in these guild tokens is like buying SPY (a well-known old index fund in the US stock market) and other funds. Among these guilds, I personally think that Guildfi is one of the best choices, and I will share some personal thoughts.
GuildFi has a Guildfi ID platform that centralizes all player data in one place. This platform becomes very important when we turn to the P&E model. For the current environment, the number of high-quality games that can make money is limited, and the reward competition is very fierce, which means that players face a choice: either choose a game that can make money but they don’t like, compete with a large number of speculators, or choose The games you like give up income. So is there any way to save players from having to worry about whether to choose to play games that can make money or play games they like?
The GuildFi ID platform solves this problem. Proof-of-Play is a reward system unique to the GuildFi platform, which can turn any game into a money-making game, because all games run in the GuildFi ecosystem, which means that players never have to play between their favorite games and Choose between income rewarding games.
There are also many benefits to holding GF tokens for pledge. During the pledge time, you can get various airdrop rewards. Imagine that you will get 100 times tokens like PTP to ensure that your assets will increase in value.
Guildfi also has a solid financial position. Guildfi's treasury has been divided into three distinct parts: cash reserves, tokens and NFTs. The higher the treasury reserves, the more stable and perfect the internal ecology. So if you don't know Gamefi, invest in guilds.
For the current operation, I have bought some Cra and Tus. I think Tus will become more and more useful as new game modes are released. More players/guilds will use Tus to buy crabs, and maybe use Tus to buy land in the future. Currently, Tus is down about 30% from its price peak, which I consider a good opportunity to buy a position. As for Cra, I will always hold it.
AXIE As a pioneer and leader in the Gamefi field, I believe it will return to an upward trend. I bought some Axs and Slp, and I plan to switch positions to other game tokens later.
final thoughts
final thoughts
No one can predict the future, I just personally think that the market belonging to Gamefi is coming soon, and there may be many 10-50 times increases, who can say for sure? Check out what's happening at Axs in 2021! Also, based on how the Gamefi token has performed in the past few weeks, they are also alive and well in a bear market and are able to outperform. Is it very similar to after 519 in 2021? Is it possible to become the tipping point for the rise of the entire cryptocurrency like last year?
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