2021年,全球新型冠状病毒疫情尚未彻底消弭,尽管少数国家的隔离措施和防疫规定已开始逐渐放宽,人们的生活却远未恢复“常态”。2020年是全球游戏市场前所未见的一年,在年度收入、用户数量、还有增长水平等各方面,都创造了令人叹为观止的奇迹。这一年,全球游戏市场各季度收入均逆势而上,不仅打破以往的疲软势态,同时还突破了各季度收入的历史记录。
In 2021, the new global coronary virus epidemic was not completely eliminated, and while quarantine measures and quarantine regulations have begun to ease in a few countries, people’s lives are far from returning to “normality.” 2020 was an unprecedented year in the global game market, creating impressive miracles in terms of annual income, the number of users, and the level of growth.
2020年上半年,世界各国实施的防疫隔离和封城措施,几乎对所有人的生活及工作方式都造成了影响。各大游戏工作室也无法独善其身,数款重要游戏产品均被迫延期发布。新冠疫情和芯片短缺问题,仍持续影响着全球供应链的正常运作。随着其他社交活动渐渐重回人们的日常生活,游戏产品对人们的吸引力及其消磨时光的效用也开始瓦解。基于此,许多游戏公司已开始将目光投向新兴市场、商业化策略、游戏类型、甚至是各大游戏平台,以应对上述因素带来的挑战。
In the first half of 2020, quarantine and sealing measures in countries around the world have had an impact on the lives and ways in which everyone lives and works. Game studios have been unable to act alone, and several important games have been delayed. The problem of the new crown epidemic and chip shortage continues to affect the normal functioning of global supply chains.
游戏公司为获取更多的流量及收益,除了不断提升游戏体验、改善运营模式及调整收费模式,更注重技术上的革新,引进区块链技术,大力投资NFT与元宇宙。而基于区块链技术开发的NFT-KungFu卡牌类游戏,独树一帜,以DeFi、NFT、武侠元宇宙的爆红和应用而出圈,在市场表现十分抢眼,不断突破传统游戏产业的玩法,成为市场焦点。
In order to gain more flows and benefits, in addition to continuously upgrading the game experience, improving the business model, and adjusting the fee model, focusing more on technological innovation, introducing block-chain technology, and investing heavily in NFT and the meta-cosm. The NFT-Kungfu card game, which is based on block-chain technology, has become the focus of the market as a result of the blasts and applications of the DeFi, NFT, and the martial arts universe.
一、全球游戏行业规模
i. Global game industry
2021年全球游戏市场预计将创造1758亿美元收入,同比微降1.1%。其中移动游戏将创造907亿美元收入,同比增长4.4%,来自移动游戏市场的收入将占全球游戏市场收入的一半以上。
The global game market is expected to generate $17.58 billion in revenue in 2021, a slight decrease of 1.1 per cent over the same period, of which mobile games will generate $9.7 billion, an increase of 4.4 per cent over the same period, and revenues from the mobile game market will account for more than half of the global game market revenues.
(数据来源:https://newzoo.com/)
(数据来源:https://newzoo.com/)
二、区块链+游戏,GameFi链游强势发力
传统游戏的Free-to-Play模式已经无法满足玩家更好层次的追求,Play-To-Earn的游戏模式开启了游戏行业在区块链世界的新一轮征程和战线,具有原生数字化基因的游戏领域与区块链天然“不谋而合”,因其迅速的用户裂变性,也被认为是区块链落地最快的领域和重要引爆点,其中最引人瞩目的是涵盖DeFi、NFT、游戏三者为一体的GameFi。
The Free-to-Play model of traditional games is no longer sufficient to satisfy the player's quest for a better level. Play-To-Earn's game model opens up a new cycle and front line for the game industry in a block-chained world where the game field with native digital genes is naturally “unintentioned” with the block-chain, and is considered the fastest-hit area and important trigger point because of its rapid user fragmentation, with the most notable aim of covering DeFi, NFT and GameFi, which is a three-person game.
据 DappRadar 统计,2021年4月18号,链游板块交易数量高达4807亿美元。链游的玩家用户也逐渐升高,截至7月31号超过78万,相比年初增长了超过170倍。
According to DappRadar, on April 18, 2021, the number of chain-swap deals amounted to $4.807 billion. The number of chain-swap users has also gradually risen, reaching over 780,000 on July 31, an increase of more than 170 times since the beginning of the year.
1. 区块链+链游的优点
(1)去中心化运营:游戏中的各系统设置使用智能合约技术开发,游戏数据存储在区块链上,不依赖中心化服务器;
(1) Decentralised operation : The systems in the game have been developed using smart contract technology, and game data are stored on block chains and do not rely on centralized servers;
(2)数据可信任:结合区块链技术开发游戏,重要的数据存储在区块链上,游戏运营方无法随意篡改与删除游戏数据,稀有道具内容、数量及抽签概率等算法完全公开,使得游戏数据透明化,可信任化,成为一个可信任的去中心化游戏应用;
(3)虚拟资产确权:玩家游戏中的商品、道具使用区块链技术存储于区块链上,而不是存储在游戏厂商的数据库里,真正做到虚拟商品所有权属于玩家,已经购买的虚拟资产如皮肤、道具、视频等可完全根据玩家自身意愿进行调取、交互、转让等行为,不再受厂商限制;
(4)加强安全保护:基于区块链技术有高冗余分布式共识,用户信息有强隐私保护和强安全保护,用户的信息和虚拟资产都存储区块链上,由用户持有私钥,用户数据能够得到有效保护;
(5)打破孤岛经济:在游戏中使用加密数字资产作为结算方式,玩家的数字资产基于区块链上可在各游戏平台流通,而不再局限于单一游戏内,有望形成多游戏生态互通;
(5) Breaking the Island Economy : Using encrypted digital assets in games as a way of settling, the player's digital assets are based on block chains that can circulate on various games platforms and are no longer confined to single games, with the potential for multi-play eco-connection;
(6)引入外部监管:区块链技术可将媒体、游戏监管部门等外部监管力量引入区块链节点,允许第三方对游戏中的交易数据进行监管、检查,使媒体等外部力量在技术上有能力对游戏资产是否公正、超发进行监管。
(6) Introduction of external regulation : Block chain technology can introduce external regulatory powers such as media, game regulators, etc. into block chain nodes, allowing third parties to regulate and inspect transactional data in the game, and enabling external forces such as the media to technically regulate fair and over-exploitation of game assets.
·传统游戏VS区块链游戏·
2. GameFi是目前的最优解
2. GameFi is the best solution at the moment .
GameFi,即 Game Finance ,即在游戏世界中加入金融玩法,或者更核心的模式叫 Play to Earn,本质上是金融游戏。GameFi 重点是玩游戏,DeFi 重点是挖矿。在GameFi中,将 DeFi 中的挖矿过程用游戏替代,资金并不是必要条件,时间和精力是受益的关键条件。用户通过玩转那些角色和道具,赢过复杂的游戏关卡和策略才能赚钱,相比挖矿,这个路径要长远得多,因此项目会有一个更长的生存周期。如果游戏本身的经济模型和游戏玩法设计得越成熟越完善,就越能延长游戏的寿命。
GameFi, or Game Finance, or a more central model called Play to Earth, is essentially a financial game. GameFi focuses on games, DeFi focuses on mining. In GameFi, replacing the mining process in DeFi with a game, money is not a necessary condition, time and energy are the key conditions for benefits. Users can make money by playing with characters and props, winning complex games and strategies, and this path is much longer than mining, so the project will have a longer life cycle. If the game’s own economic model and game-playing design are more sophisticated, the longer it will be able to prolong the game’s life.
推动链游发展的三架马车主要为游戏、DeFi、NFT,三者既互相推动,同时也互相融通,以发挥GameFi的最大价值呈现。
The three wagons that drive the development of the chain are mainly games, DeFi, and NFT, which are both mutually reinforcing and mutually inclusive in order to maximize the value of the GameFi.
1、DeFi+游戏促进“去中心化”发展,DeFi提供了一种契合游戏自由共享特征的开放式金融,能够提供包括交易、借贷和保险等在内的金融服务,以帮助降低游戏玩家的创作成本和作品变现成本。
The DeFi+ game promotes “decentralized” development, and DeFi provides an open finance that shares the features of a freely shared game that can provide financial services, including transactions, loans and insurance, to help reduce the creative costs of game players and the cost of realizing their work.
2、NFT+游戏探索深层价值文明,NFT为游戏带来了基于去中心化的不可分割、具有唯一性的流通规范,这意味着基于独一无二的NFT游戏资产可以有效承载其相应的共识与市场价值,同时属于玩家的游戏商品永远不可被篡改或复制或替换或随意增发。
The NFT+ game explores a deep civilization of values, and the NFT brings to the game an indivisible and unique circulation norm based on decentralisation, meaning that the NFT assets, based on their unique NFT assets, can effectively carry their corresponding consensus and market values, while the game goods belonging to the players can never be tampered with or duplicated or replaced or added at will.
3、Gamefi其实是DeFi和NFT发展的必然结果。通过游戏,DeFi成功地从TradeFi(贸易金融)进入到GameFi,进而通过金融方式赋予NFT商品化价值。而NFT也通过游戏为DeFi引入了以稀缺性为标准的差异化资产。游戏支撑着DeFi的应用价值,也赋予NFT资产意义,因此,一切以游戏化和稀缺性管理为目的的情况下,DeFi与NFT的结合就顺利成章,三者互相借力,协同发展。
By playing, DeFi successfully moved from TradeFi (trade finance) to GameFi, which in turn gave NFT commercialized value in a financial way. By playing, NFT also introduced differentiated assets based on the criteria of scarcity for DeFi.
NFT-KungFu是一款基于Solidity语言开发的去中心化GameFi应用,它基于中国武侠文化,设计了我们熟悉的掌门、门派、秘籍、武器装备等概念,并通过收集各种功法招式来合成完整秘籍、集合和合成升级各类装备的方式,打造了一个练独家功法、提升挖矿收益的链上武侠世界——玩家花在游戏上的投入不再被视为一笔沉没成本,反而可以带来真实收益。
NFT-Kungfu is a decentralized GameFi application based on the development of the Solidity language, which, based on the Chinese martial arts, has designed concepts that we are familiar with, such as the master, the door, the secret, the weapons, etc., and has created a world of martial arts — a world of chain martial arts — in which players spend money on games that are no longer seen as a sunk cost, but rather as a source of real benefits — by synthesizing all kinds of equipment through the collection of all kinds of manoeuvres.
用户通过购买NFT盲盒卡包,随机抽取游戏中武功秘籍里的功法NFT卡牌,并将获得的功法NFT卡牌放置到相应卡槽中进行挖矿,获得NFT-KungFu的游戏代币:kungfu。NFT卡牌可在链上交易,并在后续会陆续开放更多应用场景,如PVP/PVE战斗、门派讨伐战斗、DAOs治理等。
Users can buy NFT blind box packs, randomly extract NFT cards from the martial arts secret in the game, and place the acquired NFT cards in the corresponding cavities for mining purposes, and get NFT-Kungfu's game token: kungfu. The NFT cards can be traded on the chain and more applications will be opened up in follow-up, such as PVP/PVE combat, FP fights, DAOs governance, etc.
区块链+游戏正处于十字路口。可用技术的兴起让开发者更容易将区块链技术整合到游戏中,助力玩家获得更好的用户体验。可以看到,在未来的游戏领域,当下的价值逻辑必将被改写,新的巨头将顺势崛起,打破头部垄断,重新定义游戏行业。而新一轮游戏世界,将是GameFi金融游戏几何的最优解,为玩家带来更多的可能。文章来自:(网易订阅)
Block chains + games are at a crossroads. The rise of available technology makes it easier for developers to integrate block chain technologies into the game and for enablers to gain a better user experience. It can be seen that in future games, value logic will inevitably be rewritten, new giants will rise, head monopolies will be broken, and the game industry will be redefined. And the new game world will be the best geometry for the GameFi financial game, bringing more possibilities for players.
免责声明:市场有风险,选择需谨慎!此文仅供参考,不作买卖依据。
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