On December 20, data from The Block showed that The total value of lockers on The Terra chain has reached an all-time high of $17.46 billion, surpassing The BSC network's $15.4 billion and ranking second among all public chains.

In addition, with its market cap topping $9 billion, Terra Ecology's Stablecoin UST has surpassed DAI's market cap to become the fourth largest stablecoin market cap, according to Coingecko. Currently, the top three stablecoins are USDT ($77.5 billion), USDC ($42.2 billion) and BUSD ($14.6 billion), all of which are centralized stablecoins. Therefore, UST, as a decentralized stable currency, has become the leading project of the circuit.

锁仓量(TVL)以及市值地不断攀升最终也体现在了项目的币价上,Terra 的成功无疑给公链赛道带来了巨大的惊喜。自从进入 11 月以来,公链项目的 Token 在价格上开始相继折戟:以太坊(ETH)较高点跌去近 20%,Solana(SOL)从高点跌去 32%,Avalanche(AVAX)从高点跌去 23% ...... 而 Terra(LUNA)不跌反升,不断创下新高已达到 83 美元,较 11 月初的价格上涨了 93%。
但另一方面,公链 TVL 排第二的 Terra,却仅仅是靠生态的几个头部 DeFi 协议在支撑。DeFi Llama 数据显示,目前 Terra 链上 TVL 排前五的协议是 Anchor、Lido、Terraswap、Astroport 和 Mirror,TVL 分别为 72.1 亿美元、49.3 亿美元、18.4 亿美元、10.7 亿美元和 9.2 亿美元,五个 DeFi 协议总计就锁仓了 159.7 亿美元,占到了 Terra 链上总锁仓价值的 91% 以上。
一直以来,Terra 都旨在创建一个基于去中心化技术的全球高效支付系统。因而无论是从其产品设计、项目生态,还是合作伙伴上来看,都是为了增加其稳定币的采用。而目前,Terra 已在 DeFi 领域取得了巨大成功,但在当下另一个火热且十分重要的 GameFi 赛道却表现乏力。
In the GameFi space, projects like Axie Infinity have demonstrated the incredible potential of blockchain-driven decentralized games. Axie Infinity is now worth about as much as a traditional video game company, according to Messari. As recently as October, it was the fifth most valuable video game company in the world, just behind Electronic Arts inc., and nearly four times that of Ubisoft.

此外,从用户量来看,整个 DeFi 生态目前估计有 300 万用户。而在游戏领域全球则接近有 30 亿玩家,几乎达到前者的 1000 倍。倘若 Terra 接下来能将 1% 的传统游戏玩家吸引到 GameFi 领域,这也将是当前 DeFi 社区规模的 10 倍。
同时,在市场规模上,Newzoo 公布的数据显示,2020 年全球游戏市场规模达到了 1778 亿美元,远远超过了全球电影市场 (疫情影响,美国电影协会披露 2020 年全球电影票房仅为 120 亿美元) 和音乐市场 (国际唱片业协会音乐报告显示为 216 亿美元) 的总和。毋庸置疑,游戏会吸引大量的玩家用户加入到 Terra 生态,从而极大地推动 Terra 稳定币和生态内 Dapp、协议的采用。
并且,目前公链生态的 TVL 还往往与市场的 DeFi 热度呈高度相关。当市场情绪高涨时,Terra 链上的 TVL 会随之上升,而到了市场情绪低落时期,再加上全球金融行业的周期性影响,公链的 TVL 往往就会受到较大的波动。
不过,GameFi 项目却能给公链生态带来较好的「鲁棒性」。如在当前的新冠疫情影响下,许多人以及项目面临着失业或失败的困境,而 GameFi 领域的玩家却可以通过玩游戏来谋生,一些公链生态也因此变得更加繁荣。BSC 就曾于 11 月 17 日,因 GameFi 的火热,当天链上 24 小时转账次数达到了 1480 万,创下历史新高。
因此,Terra 还需加大对 GameFi 领域的拓展力度,但就目前来看,Terra 链上都有哪些 GameFi 项目?律动 BlockBeats 接下来将从项目成熟度、关注度等几方面为大家盘点 Terra 链上 10 个 GameFi 项目。

Terra's last Play to Earn horse racing game allows players to level up, breed, and trade horses in a way that rewards them with cryptocurrency. In addition, players can own not only horses, but land as well, earning extra revenue by becoming a rancher.

目前,Derby Stars 马匹的 NFT 预售已经完成,在预售中购买的马匹将被标记为 ORIGIN,相比以后通过交易或繁殖获得马匹会有更高的稀有度。社区方面,Derby Stars 推特目前拥有 20.4k 关注者,discord 有 33.4k 关注者,在 Terra 上有一定的热度。
Lunaverse is Terra's first DeFi +NFT+ Gaming 3D metaverse digital world, powered by Cesium and Unreal Engine, which creates compelling 3D cities through ultra-high-resolution models. Make these cities easily accessible to adventure enthusiasts, gamers, and crypto enthusiasts. In the game, players can also own, develop, sell, and rent the NFT as a building for profit.

For now, Lunaverse is onID0 whitelist activity,将提供 1200 位白名单名额,中选的用户将有机会购买价值至少 333 美元的 UST 美元的 LUV 代币。
Terra World is Terra's business-as-a-service metauniverse that provides users with the business capabilities of a comfortable virtual office, where anyone can easily customize a virtual space for a variety of businesses, including finding a job, building capital and starting a company.

Deviants' Factions 是 Terra 上一款在线集换式 NFT 卡牌游戏,玩家在游戏中可分为 4 个派系,每个派系通过自己独特的策略来赢得战斗。游戏中,玩家需要用一张总部卡牌和其他 8 张角色或技术卡片,来摧毁对手的总部,同时保卫自己的总部,总部被摧毁的玩家将输掉游戏。

Terra Unicorns, Terra's last Play 2 Earn NFT fighting game, fights with a limited edition Unicorns NFT, with IOS and Android versions coming soon.

NIPTerra Cats is Terra's last NFT game, where players can earn rewards by casting NFT of different Cats to fight in the game.

StarTerra is Terra's GameFi project launch platform, which combines a guaranteed prize pool and a lottery prize pool to provide IDO services to high quality games, where players can participate in IDO and receive airdrops.

PlayNity is Terra's last GameFi game guild, which not only provides the possibility for game players to Play Play to Earn games without any risk without any capital requirements, but also provides investors with the possibility to Earn returns from Play to Earn games, Without having to participate in all of the game.

Riviera is Terra's last metaverse project and a community GameFi gaming platform where players can share in the platform's growth revenue by pledging official RIV tokens and vote on the next games to be developed on the platform.

Duel Dojo is Terra's last GameFi gaming center designed specifically for gamers, which creates an in-game circular economy for the platform by leveraging aUST and NFT technologies for stable revenue assets across the IBC chain.

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