BITWU.ETH 🔆
BITWU.ETH 🔆|Aug 06, 2025 06:03
🧐 Crypto Gaming Resurrected | The once popular, dead, and cursed blockchain game is back! Did you get on the car this time? Chain games have never died, they are just waiting for the next time to be ignited by human fantasies—— As shown in the figure, blockchain games sprouted and reached their peak in 2021, and now there are signs of rising again—— When it was popular back then, the scene was unprecedented. Axie Infinity brought the PLAY TO EARN mode, making blockchain games instantly popular and attracting everyone's attention. I didn't expect to quickly fall from the pedestal in just six months, and from then on, I was in a slump for four years, The fundamental reason is that blockchain and gaming are separated. The slogan of PLAY TO EARN makes people obsessed with token prices rather than the game itself. Users are not here for the game, but for "making money". We are not players, but "miners". The gameplay of sacrificing the essence and pursuing the end resulted in the eventual downfall of Ponzi, and did not become the expected sustained phenomenal track like Defi. But in fact, everyone knows that the blockchain CRYPTO game, combined with the concepts of AI, is a natural combination. Everyone has imagined the scene in Spielberg's movie "Ready Player One", where the real metaverse is constantly summoning humans! So I have always believed that Crypto Game may not grow into a metaverse quickly, but it is definitely a concept that can be hyped up periodically Pay attention to the difference between these two! What I mean is: he may not be realized quickly, but because of people's expectations and visions, he has the opportunity to be hyped up every once in a while! These opportunities are opportunities for some people to move towards financial freedom, and we should pay attention to them! For example, from the data in the figure below, we can see that they are starting to emerge again. Do you think they can create a big wave? one ️⃣ Let's first take a look at the positive factors of this time: 1) More mature technology: Infrastructure advancements, such as Layer2 and Account Abstraction (AA), have made on chain interactions less laggy and expensive. 2) Games are becoming more like games: some projects are starting to focus on fun first, such as Pixels, Big Time, and Shrapnel. 3) AI+Chain Game: The addition of AI is like adding wings to a tiger, generating content (such as characters/plots/maps) to reduce development costs and enhance immersion. 4) Web2 gaming giants enter: Square Enix, Ubisoft, and others begin to experiment with Web3 gameplay. two ️⃣ Risk points: It's the hype cycle I just mentioned: the current rebound in search popularity is more like hype expectations, and the actual number of players and retention rate are not high yet. Token economy design: Many projects still prioritize marketing over design, failing to escape the "Ponzi trap". So, these are two important factors that we need to pay attention to. three ️⃣ What do I think? I don't think this wave will be as crazy as 2021, because the times and fundamentals are different, but there will be a healthier recovery cycle during the bull market outbreak—— 1) Not all blockchain games can take off, but projects that are truly fun and have on chain asset logic may come up with a few big ones that we need to find! 2) Investors will no longer be blind this time, but will pay more attention to retention rate DAU、 Non price driven data. 3) Focus on projects that prioritize games and support chains, rather than P2E replicas that prioritize chains and have hollow gameplay. 4) Focus on downstream infrastructure projects such as Immutable, Beam, XAI, etc 5) Focus on the economic layer of offline games and projects with extensive layout, such as B3 @ b3dotfun @ B3_Chinese Finally, I hope everyone can help by placing the chain games that you think are good and may have emerged in this bull market in the comment section. Let's pursue them together!
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