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Summary and Prospect of this round of gamefi investment

Time : 30/10/2021 Author : tgnqao Click : + -
        As early as 2016, the crypto world had the embryonic form of gamefi; From 2019 to 2021, with the arrival of a new cycle, a new gamefi form represented by axie: it is gradually approaching modern electronic games, bringing users in the web2 world and activating the ecology of the crypto world. From the perspective of content carriers, I tend to regard the evolution process of the whole game as the evolution process of arcade, mainframe, page games, end games, mobile games, and migration to new content carriers. 1980-2000: Atari, red and white machine (1983), Sega Saturn game machine (1992), Nintendo, Sony and other products (after 1993), Xbox.
        From around 2015 to now: VR, AR and other new carriers have begun to integrate with games, and VR hardware has many affordable and easy-to-use devices (picov3, oculus2, etc.); As one of the new "carriers", blockchain began to try to run games and explore game forms. Every change of content carrier in different stages will have a process of transplanting, learning from the content and form of the previous generation of games to self adaptation, and then facing blowout innovation. 1) Transplant and learn from the previous generation of categories: for example, early end games will still learn from the combat mode and mechanism design of host games, but in the end, with the improvement of PC performance, a variety of types of games will explode the market.
        3) Self adaptation in the process of learning from the previous stage of games: the development process of chain games can also be seen as the reference and extension of web2 by games in the Web3 era. In addition to infrastructure, there should also be abundant ecological applications growing out of infra's soil. The progress of crypto application layer is reflected in this cycle. Defi in 2020, NFT and gamefi in 2021. The development of these application layers has expanded the user basic disk of crypto. We can imagine the public chain as a country. The country needs to establish the basic political and economic rules (consensus algorithm) before the country can start to operate. Each entity builds a business ecology under the basic framework: the Federal Reserve - Commercial Banks - commercial entities. It also needs to cultivate enough people to ensure the operation of the whole economy.
        For the public chain, the Federal Reserve (stable currency) and commercial banks (DEX / lending) are often required. After building the financial service infrastructure, a large number of large B and small B need to settle in, bring more users, and improve economic activity and fiscal revenue (public Chain Revenue). With the prosperity of the economy and the increasingly complex form, the emergence of derivatives, the need for cross chain circulation of assets and the development of cross chain infrastructure. Gamefi, some defi and NFT can basically be attributed to the category of "real economy". However, the construction of the "state" itself has certain limitations, and there has always been the problem of "Impossible Triangle": decentralization, security and scalability can only get two, and fish and bear's paw can not have both.
        When the population of the "country" is large enough and the transaction is intensive enough, more consideration should be given to scalability. Ethereum is making continuous efforts, but its application is developing rapidly. Ten thousand years is too long to seize the day. So we need some alternative solutions before the arrival of a true Republic. That is L2 and other "new public chains". The new public chain sacrifices some "beliefs" to meet the urgent problems in reality. These new public chains complement Ethereum from different directions, and they urgently need to establish their own brand-new ecosystem. The rapid growth of the new public chain has also contributed to the rapid development of the application layer. The space defined here refers to the scope that can be affected by the currency flow. In reality, the human society in the world is this space.
        As far as online games are concerned, a server is a space. Currency issuing mechanism: in reality, the government is the only issuing institution of currency, and the issuing right of currency is unique and controlled by the government. However, individual traders in the economic system do not have any currency issuing right or intervention right. In the game, monsters are the main currency issuing institutions (of course, there are other mechanisms of task type, but they are excluded here for the time being). The currency circulation is determined by the behavior of all players in the server, that is, by the behavior set of individual traders in the economic system. In addition, there are three questions that need to be answered, that is, why gamefi should benefit players, why it should be linked, and why it should introduce tokens.
        This is the core of gamefi understanding and will be explained in detail below. Profit sharing encourages new users to participate in the development of game resources and accelerates the formation of different types of game players. That is, the dividend will drive the output of game resources and further promote the distribution of resources in the game. In traditional games, players constantly explore the game content and explore the resources in the game based on their interests and the interest of the game itself. However, this behavior is highly subjective and depends on the mechanism design (guidance, feedback mechanism, etc.) of the game and the personal preferences of the players. Therefore, if a part of the profits of the game are transferred to the players in the early startup stage, So that they can obtain the same game resources or economic feedback while generating resources, which may be helpful for early and stable cold start.
        Especially when the traditional distribution channels are firmly controlled in several main entrances, it is very meaningful to get rid of the restrictions of the distributors. However, in the same way, some users of toxic caused by this incentive method are often criticized. At present, most gamefi take economic mechanism design as the basis and economic benefits as the means to guide players' behavior decisions in the middle and later stages. There is a condition implied here, that is, we default that the player is a rational person and only take the economic benefits in the game as the core basis for decision-making. Other interesting designs will not have a significant impact on the decision-making. Then a series of subsequent complex problems are simplified into the adjustment problem of the economic system.
        As the project party, it is no longer necessary to think too much about the plot and effect presentation, and the pressure comes to the numerical planning. 3. Game players: from simple consumption behavior to investment behavior; From passive participation in the game ecology to active participation, why should the game be linked?. Traditional online games and end-to-end games have long existed in gold and free markets. Both the on-site market and the off-site market have developed mature adjustment mechanisms and design logic. There is also a need for the circulation of props and gold coins in the game. 2) Games in a broad sense include not only modern electronic games, but also games with simple mechanisms and diverse result spaces as their basic characteristics.
        The latter is more suitable for the type of winding. Realize the transparency of the mechanism, the privacy of the results and the decentralization of the operation with smart contracts; Even though there are a large number of possible results, the results themselves can be succinctly defined, complex calculated and diversified derived. The different ways to obtain the possible results in the game, the game of acquisition sequence, and the design and formation of consensus seem to be more in line with the design logic of the decentralization concept. The props in the game are often unique, or at least we hope it is unique. At the same time, these props also have differences in rarity and function. NFT is a natural thing. Similarly, the project party can provide a trading and leasing platform in the game, and players can also solve the problems of trading and leasing through other markets (such as opensea) or point-to-point transactions.
        Decentralization will bring many possibilities for game governance and content production. Decentralized game content production is very experimental. It is a clich é to determine the trend of game content from bottom to top. But what about the shape and future evolution of the whole game from bottom to top? If each player has a tool (NFT / other), it can be randomly combined or calculated to obtain a new state through the result combination of player a and player B. all players who are online or not online at the same time combine their own result space and conduct conduction in different order to finally obtain the state of the whole network / the whole server.
        As for in-game governance, players can make voting decisions on major adjustments in the game by holding tokens, which has been widely used; Or do we think more complicated about the wealth exchange and external decision-making among multiple players' Daos in the same game? Combined with the token asset acquisition mechanism in the game, a simplified but sophisticated political and economic sandbox deduction will be obtained. Gamefi is regarded as the most active trading track and the closest to physical application so far. In 2021, gamefi's role in the public chain was really valued. For Ethereum, its TPS is not enough to meet the requirements of real-time computing in some scenarios in the game. Therefore, we can see that some decentralized public chains are sacrificed to meet the needs of different applications.
        At the same time, for L2, they still lack some cash bulls that focus on fast delivery and are highly active. Derivatives and games are the best choice. L2 and the game should be a relationship of mutual needs and achievements. Perhaps it is related to the background of the development team. In addition to the heavy-duty games with physical mechanism, the L2 games also have innovative game categories at the crypto level, such as protocols and random number games that overcome the composability of NFT. Because of the data openness of the blockchain project, any individual or organization can use the data of digital assets and explore the business model based on the game digital assets, such as the leasing and trading of game equipment.
        Under the gamefi mode, these third-party organizations based on game assets have emerged from the gray area, become important participants in the virtual economy, and maintain a good relationship with the production team. 3. For game practitioners, especially those in China, gamefi is a blue ocean market, whether it is an upstream game developer, engine or a downstream Daijin studio and IP partner. Many people always ask similar questions when they first look at gamefi. The first problem to be solved is what the nature of token is and what token represents. First, the token can be the stock of the game project, which is the way for investors and players to participate in the game and governance; It can also be a service fee or a general equivalent in the game.
        Most of the time, it is not only the general equivalent in the game, but also the equity of the game project. The integration of the two roles is the key. "The economic income in the game is the ownership", which is a logic that subverts the traditional concept. That is to say, the diamonds in the traditional game are equity that can be transferred in two levels and are also tickets to participate in voting. What can the integration of three roles achieve? The most important thing is that the valuation of equity will in turn affect the economic behavior of players in the game. Will the stock price and market value of the perfect world affect the behavior of fantasy tower players? Not really. Will the change of SLP affect players're casting behavior? Definitely, I will. The issue volume and price of general equivalents / stocks are the main tools to guide the behavior of participants / investors. Sometimes, the participants in the game economy and the project investors are not the same, but the game participants must be project investors.
        Many friends do not wonder why they want to add a token, but rather why many game projects now suddenly add a governancetoken and a utility token. Physics: the game mechanism can sometimes determine the physical characteristics in the game (these physical characteristics can be different from those in reality). Characters in the game usually move constantly, jump up and down, or drive vehicles. In many games, the position, moving direction and overlapping collision between objects are the most important computing tasks. Angry birds. Internal economy: the collection, consumption and transaction of game elements constitute the internal economy of the game.
        The internal economy of the game often includes common resources such as money, energy and ammunition, but in addition to these tangible goods, abstract concepts such as health, reputation and Magic also belong to the game economy. Zelda. Progressive mechanism: in many games, the level design specifies how players can act in the game world. Traditionally, a player needs to control his avatar in the game to go to a designated place, where he can rescue someone or defeat the main villain to pass. In such games, there are many mechanisms for closing or unlocking the access to a certain area, and the progress of players is controlled by these mechanisms. Tactical mobility: this mechanism allows players to assign units to specific positions on the map, thus gaining an advantage in attack or defense.
        Tactical maneuver is not only extremely important in most strategic games It is also a key feature in some role-playing games and simulation games. StarCraft and command and Conquer: Red Alert. Social interaction: Nowadays, many online game mechanisms encourage players to exchange gifts, invite new friends to join the game, or conduct other social interactions. In addition, in role-playing games, there may be rules that specify how characters should perform, while in strategy games, there may be rules that specify how players should form alliances and alliances** The weight of different mechanisms will profoundly affect the category selection of chain tourism** For example, on decentralized servers, it is difficult for some games with high requirements for real-time computing to achieve the same effect as on centralized servers.
        Therefore, games that simulate and calculate the actual physical mechanism in real time often fail to achieve better results. Another example is the games with large demand for real-time social networking on the chain, which was difficult to achieve due to the efficiency of the infrastructure at that time. Therefore, it is expected that the chain travel with the economic mechanism as the core will take the lead. However, with more and more traditional game companies entering the market, each traditional category can basically be found in gamefi. Perhaps for them, it is not a very high threshold to do "chain change". If it is difficult to calculate the chain in real time, they only need to NFT some props and purchase some code packages to complete the development of smart contracts. The art design, character plot, parameter design and so on are all overstocked in their hands for a long time. However, due to the previous version number restrictions and the internal volume of the release channel, these semi-finished products and even finished products have no future.
        So the game studios scrambled to resell them or "assemble" themselves, and realized the "chain change" of the assembly line in several links. These projects in the first half of 2021 can also enjoy dividends. In the second half of 2021, the chain tourism "blossoms", and the internal volume is intensified. It is a market with a flood of forks but a very fomo in the first and second levels. Thankfully, there are still project parties committed to exploring new directions. Whether it is introducing the design of defi into the game or doing some new exploration on the chain. So I prefer to judge the positioning of a game in three dimensions. The first is the similarity with modern electronic games (pursuit of film level performance / sufficiently concise and abstract rules), the second is the degree of chain up (which elements in the game are linked), and the third is the financial attribute (whether it is a defi variant / only a basic economic system).
        Features: most games adopt the form of primary currency (value currency) + secondary currency; Generally, the consumption and output of the primary currency are linked to the secondary currency; Sometimes the output of primary currency and secondary currency are linked to PVP system and PVE system respectively; Generally, the "diamond" is changed to the main currency, and the "gold" is changed to the secondary currency; The main currency can be applied to most application scenarios in the game. Focus: supply ratio of primary currency to secondary currency; Related design of consumption mode of primary currency and secondary currency; Consumption to output ratio; The subsequent adjustment is related to the diversification of consumption channels. Immuata
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