GameFi слајдови на макро трендови, но индивидуалните проекти блескаат | Месечен извештај за април

Во април, ИграFi game projects grew from 1,406 to 1,479, a monthly increase of 5.2%, with growth concentrated in the БСЦ Полигон chains. Monthly active users were 9.22 million, and transaction volume was $34.37 million. But compared to March, active users and transaction volume fell by 24.9% and 73.4%, respectively.

However, despite declining users and trading volume, some GameFi projects continued to perform well. For example, STEPN was the hottest DApp on the crypto market, Сплиттерлендс ranked #1 in daily active users, averaging over 350,000 daily users, and Дефи кралства надмина Акси Бесконечност as the most traded GameFi project.

Here’s a look at GameFi’s overall performance in April by the numbers.

Преглед на пазарот на GameFi

GameFi projects grew 5.2% MoM, with growth concentrated in BSC and Polygon

According to Footprint Analytics, as of April 30, 38 blockchains participated in the ИграFi sector, with 1,479 game projects, up 5.2% MoM.

Анализа на отпечаток - Број на GameFi протоколи по синџири
Анализа на отпечаток - Број на протоколи GameFi по синџири

Ethereum’s project count in the GameFi ecosystem is not growing as fast as on the BSC and Polygon chains. The projects on BSC and Polygon have become some of the most popular games in the crypto market today. They include Bomb Crypto and Mobox on BSC, Crazy Defense Heroes, and Pegaxy on Polygon.

Developers prefer BSC and Polygon for games because of their low gas fees, high throughput, and the same high security as Ethereum. The number of projects on Ethereum is gradually divided by blockchains such as BSC, Polygon, and WAX, attracting a large number of game users and projects.

Footprint Analytics -  Monthly Number of Games by Chain
Footprint Analytics –  Monthly Number of Games by Chain

Active users down 24.9% MoM, Gamefi’s transaction volume down

As of April 30, the total number of active users was 9.22 million, of which 780,000 were new users. Compared to March, the number of active users decreased by 24.9%.

Since October, the number of new and active users has declined even though the number of games has increased.

Анализа на стапало - месечен тренд на гејмери
Анализа на стапало - Месечен тренд на гејмерите

However, some games have seen increases in new users. For example, the Polygon gaming ecosystem saw 25% more new users, led by Crazy Defense Heroes and Pegaxy.

Footprint Analytics - GameFi Нови корисници по синџир
Footprint Analytics – GameFi Нови корисници по синџир

According to Footprint Analytics, trading volumes spiked from October to November, exceeding $510 million per day. However, GameFi trading volume has been in a slump due to macroeconomic trends since January. Per wallet, trading volume has gradually dropped from $105 to $20.

In addition, the Axie Infinity hack in mid-February significantly impacted active users and trading volume—it caused users to lose over $615 million worth of ETH and USDC.

Анализа на отпечаток - GameFi на јачината на звукот
Анализа на стапало - GameFi на јачината на трендот
Footprint Analytics - GameFi Volume and Transactions per User
Footprint Analytics – GameFi Volume and Transactions per User

Nearly $2.4 billion raised in GameFi, up 381% MoM

Data shows that April saw the most significant amount of funding across the blockchain сектор, with $6.62 billion invested. The GameFi сектор accounted for 36.3% of that total, with $2.4 billion in investment. Compared to March, GameFi saw a 381% increase.

Footprint Analytics - финансирање-месечен инвестициски тренд
Footprint Analytics – финансирање-месечен инвестициски тренд

Web3 saw the largest investments in the GameFi investment sector, with the STEPN Web3 project, which combines elements of GameFi and SocialFi, the most notable project.

Footprint Analytics - Дистрибуција за финансирање на игри
Footprint Analytics – Дистрибуција за финансирање на игри

GameFi Data is Underperforming, Still Have Excellent Games

While macro trends are unfavorable, several projects performed well in April. Splinterlands ranked first in the number of daily active users for more than three months, with average daily average users of more than 350,000. DeFi Kingdoms surpassed Axie Infinity to become the largest GameFi project by transaction volume. ЧЕКОР has become the hottest DApp in the crypto market with its Move-to-Earn.

Footprint Analytics -  Top 10 Games Ranking by Users (April 30)
Footprint Analytics –  Top 10 Games Ranking by Users (April 30)
Footprint Analytics -  Top 10 Games Ranking by Volume
Footprint Analytics –  Top 10 Games Ranking by Volume

Splinterlands holds the #1 spot with 350,000 daily users

Splinterlands, an NFT card game, has become the most popular project in the GameFi sector. According to Footprint Analytics data, the number of users and transactions has gradually increased and stabilized.

Footprint Analytics - Splinterlands Users & Transactions
Footprint Analytics – Splinterlands Users & Transactions

Splinterlands has proven popular with its simple gameplay and low barrier to entry. And like Axie Infinity and other games, it adopts a dual-currency model, which has stabilized the liquidity of funds in the game and minimized the impact of token price fluctuations in the secondary market.

DeFi Kingdoms surpasses Axie Infinity as the most traded project

On March 29, DFK surpassed Axie Infinity as the most traded program. News of the attack on Axie Infinity, which was considered safe, shook users’ confidence, and trading volume fell off a cliff. As a result, it’s been a tough month for Axie Infinity, and hopefully, it will be able to restore user confidence in the game by recovering $5.8 million in funds and launching Axie Infinity Origin’s new arena game mode on April 7.

Footprint Analytics - Comparison of Users Axie Infinity and DeFi Kingdoms
Footprint Analytics – Comparison of Users Axie Infinity and DeFi Kingdoms
Footprint Analytics - DeFi Kingdoms Monthly Retention Analysis
Footprint Analytics – DeFi Kingdoms Monthly Retention Analysis

Although DeFi Kingdoms has no VC funding, they maintain a monthly user retention rate and a solid daily user base through their tokenomics and roadmap. 

STEPN becomes the hottest DApp 

STEPN is the first successful Move-to-Earn game and has real potential to be the long-awaited game that makes GameFi mainstream.

Users buy NFT sneakers and get paid in the game’s tokens to walk, jog or run. It further gamifies exercise by creating a system of sneaker upgrades. 

STEPN has been online for less than six months and, as of April 30, its market cap has surpassed $2 billion. At present, Axie Infinity has fallen into the situation of insufficient new users, and STEPN may even exceed the market cap of Axie Infinity of $2.2 billion.

Footprint Analytics - Market Cap of STEPN and Axie Infinity
Footprint Analytics – Market Cap of STEPN and Axie Infinity

Footprint Analytics data shows that the price of token GMT rose from $0.16 to $3.52, an increase of 2100% in a short period.

Footprint Analytics - Trading Volume vs Price of STEPN
Footprint Analytics – Trading Volume vs Price of STEPN

There is no doubt that STEPN is currently one of the hot trends on the market. 

Резиме

While GameFi is unavoidably tied to macro trends, seeing an overall decline in deals and users, individual projects have seen positive news in April. STEPN has grown immensely, DFK overtook Axie Infinity as the most traded project, and Splinterlands stabilized its daily active user base.

Април Events Review

NFT и GameFi

  • There’s A Louis Vuitton NFT Scam Targeting Whales on OpenSea
  • MoonPay’s new minting-as-a-service tool bills itself as ‘AWS for NFTs’
  • YGG SEA Secures $15M from Marquee Investors to Boost P2E Gaming in Southeast Asia
  • PROOF Raises $10M From Reddit’s Ohanian After Moonbirds NFT Launch
  • STEPN says GMT is necessary for all quality shoe castings

Метаверс и Веб3

  • Хотелски групи на азиски милијардери градат виртуелни земјишта во Децентраланд и Метаверс на Sandbox
  • Pocket Worlds to launch Highrise metaverse on Avalanche subnet
  • SNACKCLUB Secures $9M in Seed Funding, Preps to Launch DAO
  • ForthBox Closes US $1 Million Seed Round, funded by Fundamental Labs and other VCs
  • Metaverse Real Estate Market to grow by USD 5.37 billion from 2021 to 2026

Дефи и токени

  • Goldman Offers Its First Bitcoin-Backed Loan in Crypto Push
  • Evmos-based DEX EvmoSwap announced the airdrop distribution plan, with 11.5 million EMO airdrops
  • $248.6 million in BTC transferred from Coinbase to unknown wallet address
  • Anonymous whales transferred a total of 7,831 bitcoins from Coinbase
  • Fantom-based profit optimizer Redemption hit by flash loan attack

Мрежа и инфраструктура

  • Founders from a16z, Solana, and more back a new billion-dollar crypto fund
  • Корисниците на TON донираат 1 милијарда долари за напреден екосистем, вели Фондацијата
  • Flipside Crypto Raises $50M at $350M Valuation
  • BNB Chain to burn over 1.8 million BNB, worth roughly $740 million
  • Cardano adds almost 100,000 wallets to its network in a month 

Институции

  • Coinbase launches a new line of products to mitigate fraud
  • Обемот на тргување на Binance расте повеќе од 440 милијарди долари на квартално високо ниво
  • Bitcoin Miner Bit дигитални датотеки за да се соберат до 500 милиони долари во капитал
  • Owner of Brazil’s Largest Crypto Exchange Plans to Launch Quantitative Trading Service
  • Voyager Innovations Raises US$210M to Expand the Financial Services Ecosystem of PayMaya and Maya Bank

Низ целиот свет

  • Nepal Shuts Down Crypto Websites, Apps
  • Stablecoins треба да постават заеднички стандард, вели американското банкарско набљудување
  • Mexico’s Senate Has Placed Its First Bitcoin ATM
  • Malaysian Police Destroy 1,773 Bitcoin ASIC Miners
  • London Becomes Hot Job Market for Crypto Industry

Ова парче е придонесено од Анализа на отпечаток заедница.

Заедницата Footprint е место каде што ентузијастите за податоци и крипто ширум светот си помагаат меѓусебно да разберат и да добијат увид за Web3, метаверс, DeFi, GameFi или која било друга област од новородениот свет на блокчејн. Овде ќе најдете активни, различни гласови кои меѓусебно се поддржуваат и ја водат заедницата напред.

Датум и автор: Apr. 2022, Vincy

Извор на податоци: Анализа на отпечаток - April 2022 Report Dashboard

Што е аналитика на отпечаток?

Footprint Analytics е сè-во-едно платформа за анализа за визуелизирање на податоци од блокчејн и откривање увиди. Ги чисти и интегрира податоците во синџирот, така што корисниците на кое било ниво на искуство можат брзо да започнат со истражување на токени, проекти и протоколи. Со повеќе од илјада шаблони на контролната табла плус интерфејс за влечење и спуштање, секој може да ги изгради своите приспособени графикони за неколку минути. Откријте податоци од блокчејн и инвестирајте попаметно со Footprint.

Source: https://cryptoslate.com/gamefi-slides-on-macro-trends-but-individual-projects-shine-april-monthly-report/