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Game board flying together, how to layout chain travel outlets?

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What is a blockchain game? What is the future potential of blockchain games? What is the investment logic of the game board?

Original author: Block impression

Coan's latest IEO project Axie Infinity (AXS) has recently dominated the list. On the other side, LOOM and MANA are also flying together in a strange way. The three have something in common, which is the blockchain game track. Under the sideways trend of Bitcoin, the sudden outbreak of the game board indicates that hot money has started to flow back into the shanzhai market after hyping BTC, and the game board has become the first stop of hot money hyping, so the recent game board deserves close attention.

Everyone has played King of Glory, LOL, but most people's impression of a blockchain game is just a token letter, so here's the key: What is a blockchain game? What is the future potential of blockchain games? What is the investment logic of the game board?

What is a blockchain game?

On the surface, blockchain games are no different from existing games, but the current blockchain games are still at the 4399 level of primary school games, and even the quality of games is far less than 4399 games. These seemingly elementary forms of games are different with the blessing of blockchain. The basic features of blockchain games are as follows:

1. The developer shall write the game rules into an intelligent contract, and the developer shall not tamper with the game rules and data.

2. The player has absolute private control over the game assets (items and game COINS).

3. Free trading of game assets.

You can make money.

Different development stages of blockchain games:

1. Cryptokitties

Cryptokitties is the first hot style application in the history of blockchain, which once crashed the ethereum network. Cryptokitties is a simple card collection game. It's not even a game in our view, but the significance of Cryptokitties is that it opens up the imagination of the blockchain.

2. Ponzi games

In the past 18 years, the most popular DAPP was Pang's game, such as FOMO3D. The combination of transparency of block chain and Pang's mechanism created a unique charm, but the extremely short cycle of this kind of game and the nature of Pang's drumming and passing the drum were not of great elegance. But such games will always be around because they cater to humanity, such as this year's TRONex, which went viral.

3. Playable games

After 17 to 18 years of brutal production, the real blockchain game prototype slowly emerged, and games with complex mechanisms and diverse gameplay began to appear on the market. Take, for example, the recent outbreak of AXS tokens. AXS is the governance token of Axie Infinity game, a pet competitive game in which players battle, shape, and trade the lovely creatures Axies, each with its own unique genetic data stored on the Ethereum chain. Axie Infinity can be simply understood as a Cryptokitties that joined the battle system, breeding system, and land system.

From the early stage, blockchain games have been played in a single and speculative way. Gradually, blockchain games with playability have been incubated. From the perspective of market heat and the number of players, the spring of such playable games may have arrived.

Second, the potential of "blockchain + game"

When it comes to the potential of blockchain + games, it can be divided into two parts. One is the defects of external traditional games, the huge changes brought by blockchain +; The second is the natural fit between the game track and the blockchain.

The conundrum for traditional gamers:

1. Conflict of interests with game developers

Early CS, for example, gameplay and balance are more normal, but the game developers constantly pursuit of profit, introduced a variety of krypton gold game props, krypton gold players filling money can get more competitive advantage, at the end of the game balance is broken, nicknamed "the only even hanging them all dozen don't win the krypton gold game", CS players are declining, finally abandoned by the market.

Once the game is chained, the game is completely transparent, and the developer cannot launch krypton gold items indefinitely, thus maintaining a balanced game ecology. More importantly, players are not only players, but also have the right to know and the right to speak in the ecology, which meets the needs of players to realize their self-worth.

2. Lack of ownership

My father once played "Paradise Island", a management game on QQ game. This game has become the spiritual home of my father in his spare time, building high-rise buildings on the land and constantly upgrading. Then one day, the game decided to stop playing because of monetization problems, which meant that everything you had created in the virtual space became nothing.

This is one of the drawbacks of traditional games, where the property in the game belongs to the developer and has nothing to do with the player. And after the game on the chain, through the ERC721 and other non-homogeneous token agreement, the player's virtual assets can be stored in the personal address, realizing the privatization of digital assets to confirm the right.

Because of ownership at the same time, the game is free circulation to liquidate assets, in other words, in the game to play blame upgrade and you work in the real world is the same, in reality you get real money through hard work, in the game you have to upgrade the same can be converted into cash, through exchanges, game assets can not hinder the money become a reality.

Blockchain and game natural fit:

The most suitable application scenario of blockchain is the native digital field, not the field that has a great connection with reality. Video games have such natural characteristics, so games and blockchain natural fit, seamlessly cut. Game ecology and blockchain ecology are highly compatible. Whether Token system or community autonomy, they are consistent with the world ecology of blockchain.

In addition, currently, the combination of game and DeFi is becoming a trend. In addition, the aforementioned Axie Infinity cooperation with AAVE is an important case where virtual assets (NFT) in the game can be mortgaging and lending currencies such as USDT on AAVE.

Consensus on game assets:

What makes a game asset valuable? This may be a question many people ask, but if you look at the consensus of players of traditional games on virtual items, it's beyond our understanding. When I was in college, there was an old gamer in the opposite dormitory of Fantasy Westward Journey. He told me that he had invested more than 200,000 yuan in Fantasy Westward Journey, and he had found a seller ready to sell.

Personally, I play games like LOL and DNF, but I rarely pay for them, so it's hard to understand those Kryptonite players. It's like the outside world can't understand bitcoin mining, it's a waste of power and useless, and there are a bunch of idiots willing to pay a high price for it. But this lack of understanding doesn't prevent these players from investing a lot of real money, which is a powerful consensus that we don't understand.

Three, game board investment logic

AXS, LOOM and MANA have been outstanding recently. The game plate has attracted the attention of coin-ring players again. So how should the game plate be laid out? The following will be the game plate in a few categories to discuss one by one.

Indie game products:

For example, AXS and MANA are all tokens for independent game products. However, these tokens are not suitable for most players to invest in, for the simple reason that such games require you to be a game lover and go deep into the game system. As Far as I am concerned, I have played games like Axie Infinity, Centre and NeoWorld, but I am not really interested in them as I am not a game buff.

Therefore, tokens for these independent games are suitable for game lovers themselves, and only love can give you a deep understanding of the essence of the game system.

Underlying infrastructure:

Due to the current ETH network congestion, it is not suitable for game development, so there are side chain solutions focusing on game track, such as LOOM and MATIC. ENJ, which focuses on building a distributed chain of cross-game prop trading platform, allows players to trade assets across the game through Enjin Wallet, or to melt props into ENJ COINS. The infrastructure of blockchain games is relatively more valuable to invest in because the potential value of the underlying system is much higher than that of individual applications.

Four, conclusion

At present, blockchain game track also has many problems, such as public chain performance bottleneck, high participation threshold and poor operation experience. This dilemma is very close to the mobile game industry in 2000, when mobile game was faced with poor mobile phone hardware performance, 2.5g network could not meet the operation of mobile game, poor game product quality and other problems. But as we now see, mobile game is now the game of the day.

Today's chain game is just repeating the past of mobile game. With the continuous improvement of the underlying infrastructure of blockchain game, batch after batch of hot style chain game products will surely emerge. At that time, blockchain game will become the largest flow entrance of the blockchain industry, and blockchain game will also become the "golden track" of the encrypted world.