GameFi在2021年获得极大发展，代表性事件为Axie Infinity在全世界尤其是东南亚掀起的打金浪潮、Facebook改名为Meta宣布进军元宇宙领域等。进入2022年后，GameFi虽然受到以比特币为代表的加密货币市值整体下跌的负面影响，但仍在2022年上半年迸发出巨大的潜力，涌现出了以StepN为代表的Move to Earn项目，引起广泛关注。当然，年轻的GameFi赛道还没有足够的力量逆势而动，随着曾经最大的算法稳定币协议Terra开启死亡螺旋，比特币在2022年5月份跌破了2021年5月-7月形成的强支撑，彻底覆灭了牛市回归的希望，包括GameFi在内的Web3行业也迎来了自己的灰暗时刻。
In the first half of 2022, GameFi gained significant development, with representative events causing widespread concern about the gold boom that Axie Infinity had unleashed around the world, particularly in South-East Asia, and Facebook, known as Meta, which announced its entry into the military sphere. After entering 2022, while being negatively affected by the overall decline in the market value of the encoded currency represented by Bitcoin, GameFi gave rise to great potential for the Move to Earn project, represented by StepN. Of course, the young GameFi track did not have enough power to turn back.
比特币价格走势图-周K 数据源：Trading View
深入探究GameFi这一新兴赛道，由鉴叔团队精心打磨的《2022年度GameFi赛道总结报告》将分为数据篇与项目篇两部分，结合市场数据、链上数据与具体的项目分析，尽力为读者描述2022年GameFi赛道的发展情况、与2021年的对比及未来可能的发展趋势。此外，本报告所使用的大部分图表数据已在Footprint上建立数据看板。
An in-depth examination of GameFi, an emerging track, will be carried out by the team of Gossip Girl's team and will be divided into two parts of the data section and the project section, combining market data, data on the chain and project-specific analysis to try to describe for readers the development of the 2022 GameFi track, its comparison with 2021 and possible future trends. In addition, most of the graphs used in the present report have been set up on Footprint.
在数据篇中，从GameFi的市场表现、融资分析、基本面表现、以及不同公链的发展情况，在宏观层面分析GameFi市场2022年的整体动向与趋势。
In the data section, the overall trends and trends in the GameFi market in 2022 were analysed at the macro level from the market performance of GameFi, finance analysis, fundamental performance, and developments in different public chains.
在项目篇中，我们将按照游戏类型分类，系统性梳理2022年推特粉丝数在50k以上的热门GameFi项目。从Axie Infinity的横空出世，到StepN的几近出圈，GameFi赛道作为与Web2最为贴近的参与模式，一方面拥有解决传统游戏普遍痛点的潜力，另一方面也有吸引Web2用户演化的可能，也让人们看到Web3领域未来蓬勃的生机。
In the project, we will systematically comb the 2022 popular GameFi project, classified according to the type of game. From the emptiness of Axie Infinity to the nearness of StepN, the GameFi track, as the closest model to Web2 participation, has the potential to address the general pains of traditional games, on the one hand, and to attract Web2 users to evolve, on the other, and to see the future of the Web3 field.
预告：项目篇报告将在2023年春节后重磅推出，敬请关注鉴叔推特动态。
Prophecies: The project report will be launched after spring 2023, and please follow Uncle Xi's tweets.
数据篇基础结论
- 2022全年，GameFi赛道虽有高光时刻但大部分时间跑输大盘与比特币。
- 2022年GameFi赛道融资额同比2021年大幅增长，但下半年部分投资机构的市场态度由积极转为观望。
- 游戏数量、链上交易数、活跃用户数或持续下跌或不温不火，GameFi熊市何时结束仍没有明显征兆。
- GameFi项目活跃数与活跃用户数在进入9月之后日渐平稳，市场或许已进入底部区间。
- 公链部分，BNB Chain、Polygon领跑传统公链，而专注游戏领域的WAX、Hive“闷声发财”。
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GameFi市值表现
GameFi市值与加密货币总市值对比
GameFi market value versus total encoded currency market value
GameFi代币市值与加密货币总市值对比 数据源：Footprint
2022年加密货币市值/GameFi代币市值比值变化 数据源：Footprint
纵观2022全年，GameFi代币市值保持与加密货币总市值同进同退的趋势。其中，除3–4月份由StepN引发了“Play to Earn”浪潮使GameFi跑赢大盘外，大多数时间该赛道的跌幅都大于加密货币平均值而涨幅却小于平均值。参照加密货币市值/GameFi代币市值比值变化，1月1日，加密货币总市值是GameFi代币的117倍，而截止12月31日，该数字已变为195倍，GameFi赛道代币跑输大盘约66.6个百分点。
In addition to the “Play to Earth” wave triggered by StepN in March-April, where GameFi won, the track fell more than the average of the encrypted currency at most of the time, but by less than the average. By reference to the change in the market value of the encrypted currency/GameFi, the total market value of the encrypted currency was 117 times that of GameFi on 1 January, and as of 31 December, the figure had increased to 195 times, with GameFi playing about 66.6 percentage points.
GameFi市值与BTC市值对比
2022年BTC市值与GameFi代币市值对比 数据源：Footprint
2022年BTC市值/GameFi代币市值比值变化 数据源：Footprint
由于加密货币领域存在市值泡沫、暴涨暴跌等特点，相比整个市场的市值波动，或许BTC的市值与价格指数更能充任大盘的角色。对比2022年GameFi与BTC的市值比值变化（数据源：Footprint），以1月1日为基准，比特币当天的市值约为GameFi代币市值的43倍，而直到12月31日差距已变为75倍，GameFi跑输比特币74.4个百分点。
Because of market value bubbles, booms, drops, etc. in the crypto-currency sector, BTC’s market value and price index may be more likely to play a larger role than the market value of the market as a whole. Compared to the change in the value of the market value of GameFi and BTC in 2022 (data source: Footprint), the market value of Bitcoin on that day was approximately 43 times the value of the value of the GateFi token until December 31, when the gap became 75 times, and GameFi ran 74.4 percentage points of the Bitcoin.
综上所述，从代币市值的角度看，GameFi赛道除在今年3月下旬至5月中旬的少数时间跑赢大盘及比特币外，其余大部分时间都缺少亮眼的表现。
In summary, from the point of view of the market value of the tokens, the GameFi track lacks visibility for most of the time, except for a small amount of time between late March and mid-May this year to win the big plate and Bitcoin.
GameFi市值年内变化
2022年BTC市值与GameFi代币市值变化 数据源：Footprint
BTC价格走势图-周K 数据源：Trading View
详细拆解数据，GameFi市值高开低走的特征十分明显，尤其是在5月份迎来一次断崖式下跌，之后一蹶不振。值得一提的是，GameFi在3–4月份迎来一次较大幅度的上涨且在4月份的市场行情中尤为亮眼，如GameFi、BTC市值图与BTC走势图所示，整个4月比特币都维持下跌走势，而GameFi的市值却不降反升。推测该现象与StepN的价格冲顶有关，如GMT价格图所示，4月份StepN的治理代币GMT在2.5U的基础上高歌猛进，最高达到4.17U的价格，与同时期孱弱的大盘走势形成鲜明对比。当然，GameFi依托StepN短暂跑赢了大盘，同样也会受到StepN暴跌的影响；4月29日，在以一根长上影线收盘后，GMT开启了一路下跌模式，连带着GameFi赛道在2022年5–12月中再也没能跑赢大盘。
It is worth mentioning that GameFi experienced a significant increase in March-April and was particularly visible in the market situation in April, as reflected in GameFi, the BTC market value map and the BTC map, which showed that Bitcoin had maintained a downward trend throughout April, while GameFi’s market value had not rebounded. It was assumed that the phenomenon had been associated with a fall in StepN’s price, as reflected in the GMT price map, and that, after April’s GMT’s governance currency had gone up on a 2.5-U basis, the price had risen up to 4.17 U, in sharp contrast to the weaker performance of the same period.
GMT价格走势图-周K 数据源：Trading ViewGameFi市值同比变化
2021年与2022年GameFi代币市值对比 数据源：Footprint
对比 2021年与2022年GameFi的市值变化，其呈现明显的”M“顶走势?—?— 凭借Axie的打金热潮在2021年底达到历史最佳水平后跟随大盘下跌，随后由StepN带领赛道发起冲刺，但新高点仍不破前高，随后再没有走出独立行情。截止12月31日，GameFi当前市值已低于2021年8月的水平。
Compared to the 2021 and 2022 GameFi market value changes, there is a clear “M’s’ top trend?” – followed by the fall of the big plate at the end of 2021 with the Axie’s golden boom, followed by the StepN-led racetrack, but the new heights remained high and did not move out of independence. As of 31 December, GameFi’s current market value was below its August 2021 level.
GameFi融资
加密领域2021年/2022年融资类别
finance category 2021/2022
2021年加密领域融资金额及分布 数据源：Footprint
2022年加密领域融资金额及分布 数据源：Footprint
与二级市场的惨淡相比，一级市场的数据明显更为亮眼。2022年，加密行业全年融资额约为556.6亿美元，同比涨幅达到118%以上，其中链游的融资占比虽较2021年小幅下滑，但仍是加密行业吸纳融资最多的领域。而与GameFi赛道占加密市场9.5%左右的融资额相比（不含Metaverse），其现有代币市值则仅占市场总额的0.5%左右，可谓极不匹配，这也从一定程度上说明投资方对于GameFi赛道前景的认可，未来还存在较大的发展空间。
In 2022, the annual financing of the encryption industry was about $55,660 million, or more than 118% more than the previous year, with chain-by-link financing remaining the largest source of financing in the encryption industry, albeit slightly lower than in 2021. Compared to the GameFi track, which accounts for around 9.5% of the financing of the encryption market (excluding Metaverse), its current value of money is only about 0.5% of the total market, which is highly incompatible with the investor’s recognition of the GameFi track prospects, and there is still much room for development in the future.
GameFi2022年全年融资情况
2022年GameFi领域融资额变化 数据源：Footprint
拆解融资数据，2022年全年GameFi领域融资超过54亿美元，但其中接近一半是在4月份完成的，这可能与StepN引发的链游热有关。随着GMT市值的下跌，GameFi领域的融资也在4月份达到巅峰后迅速下降，虽在7月与8月迎来小幅反弹，但又开始逐步下跌模式。尤其在步入11月后，11月与12月的融资额分别只有5900万美元与2330万美元，融资总额不到10月份的一半。但这段时间内并非没有利好，全球最大的加密货币交易所币安于11月24日开启了新的IEO项目?—?— Hooked Protocol，这是一个Web3游戏化社交学习平台，属于“X to Earn”赛道，本次IEO的时间持续至12月1日。这也是币安时隔9个月再次开启IEO，而上个IEO的项目则是著名的百倍项目StepN。币安亲自下场的利好不可谓不大，但11月与12月的融资额仍没有起色，可见过去数月糟糕的市场极大地影响了投资机构的信心。
With the decline in the market value of the GMT, funding in the area of GameFi fell rapidly after April, and, although a small rebound occurred in July and August, began to decline. In November and December, respectively, only $59 million and $23.3 million, respectively, totalling less than half of October. But this time, the world’s largest cryptographic currency exchange opened a new IEO project on November 24? – Hooked Protocol, a Web3 game social learning platform belonging to the “X-Earn” track.
2022年GameFi领域融资超过500万美元的事件汇总 数据源：MyMetaData
Aggregated Events in the GameFi Area in 2022: MyMetaData
大额投资或许更能反映大型投资机构对市场的信心。不完全统计，2022年全年GameFi领域融资超过500万美元的事件一共51起，其中一半以上（33/51）发生在上半年。虽然GameFi的市值与每月融资额在4月份冲顶之后迅速下降，但大型投资机构的投资信心似乎并未受到影响，5、6、7月的大型融资事件仍层出不穷。大型融资事件与融资额的大幅减少是在进入8月之后，侧面反映了大型投资机构态度的转变?—?— 由积极投资逐渐转为观望。
Large investments may better reflect the confidence of large investment institutions in markets. Not entirely, 51 of the more than $5 million financing in the area of GameFi in 2022, more than half of which (33/51) occurred in the first half of the year.
GameFi游戏数量变化
2022年GameFi协议数量变化（已去重） 数据源：Footprint
2022年1–9月，GameFi游戏的数量保持持续稳定的增长，自9月份之后，数量趋于平稳，增长近乎停滞。该现象可能与GameFi领域的融资在8月份之后锐减有关，新资金的流入速度变慢导致新游戏增长减缓，同时不断有GameFi游戏停止运营，此消彼长之下造成了游戏数量增长的停滞。
In January-September 2022, the number of GameFi games continued to grow steadily, and since September, the numbers have stabilized, with near stagnation. This may be linked to a sharp decline in funding in the area of GameFi after August, a slowdown in the flow of new funds that slows the growth of new games, coupled with the continued suspension of the GameFi game, which has led to a stagnation in the growth of the number of games.
2022年Q1GameFi协议数量及分布 数据源：Footprint
2022年Q2GameFi协议数量及分布 数据源：Footprint
2022年Q3GameFi协议数量及分布 数据源：Footprint
2022年Q4GameFi协议数量及分布 数据源：Footprint
特殊说明：Q1、Q2、Q3、Q4游戏数量数据未进行去重处理，所以Q3、Q4数据会比2022年GameFi游戏数量变化（去重）高。原因是部分游戏在多链部署，比如The Sandbox 在Ethereum与Polygon上均存在，如果去重会导致以链为维度的数据失真，因此未去重。
Special Note: Q1, Q2, Q3, Q4 games have not been reprocessed, so the Q3 and Q4 data are higher than the 2022 GameFi game number (deweight). The reason is that some games are deployed in multiple chains, such as The Sandbox, on Etheeum and Polygon, and if weighting leads to chain-dimensional data distortion, it is not.
拆分GameFi游戏数量数据，GameFi游戏的格局逐渐发生变化。在第一季度起始，BNB Chain和Ethereum不分伯仲；不过在此之后BNB Chain后来者居上，并逐渐与其他公链拉开差距，但现在断言BNB Chain将成为首选游戏公链或许还为时尚早。
Disaggregates the number of GameFi games and the patterns of GameFi are changing over time. At the start of the first quarter, BNB Chain and Etheeum will be different; after that, however, BNB Chain will come to power and gradually close the gap with other public chains, but it may be too early to assert that BNB Chain will be the preferred public chain for the game.
此外，2022年Q1至Q2迎来了一波游戏增长的井喷期，或许是因为Q2以“Move to Earn”为主要模式的StepN将GameFi推至本轮牛市的最高峰，刺激了大批为赶东风而着急释出游戏的项目方。直接的后果是，由于充斥着单一游戏模式和毫无新意的规划，GameFi赛道在加密市场迅速走熊后受到的影响更甚，跌幅更大。在大批无法满足获利预期的玩家退场后，很多游戏被迫停止运营，整个新兴赛道开始趋于冷静。因此在Q4阶段，链上的总体增幅并不乐观。
Moreover, a wave of game growth in Q1 to Q2 occurred in 2022, perhaps because Q2 StepN, whose main model is “Move to Earn,” pushed GameFi to the peak of the city, stimulating a large number of projects to rush out of the game. As a direct consequence, the GameFi track was more and more affected after the rapid departure of an encrypted market, with a single game model and no new planning. After the fall of a large number of players unable to meet their expectations, many games were forced to stop and the entire emerging race began to cool down.
市场低迷无疑会给游戏团队带来压力，毕竟做出在熊市发布游戏的决策需要更为谨慎。需要重申的是，游戏开发通常需要多年时间，而上游融资前景的减弱可能会使未能在牛市中筹集到足够资金的项目面临风险。但对于高质量的3A游戏，等待它的开发和打磨是必经之路。
Market malaise will undoubtedly put pressure on the game team, and, after all, it will be more prudent to make a decision to post a game in Bear City. It needs to be reiterated that game development usually takes years, and that less upstream financing prospects may put at risk projects that fail to raise enough money in cattle.
链上交易量变化
2022年GameFi协议链上日交易额 数据源：Footprint
2022年GameFi协议链上月交易额 数据源：Footprint
2022年GameFi代币市值变化与2022年GameFi领域融资额变化 数据源：Footprint
特殊说明：由于链上数据错综复杂，存在部分协议的智能合约未被数据源完全收录、部分协议的NFT在第三方二级平台交易因而未被统计在内等情况，因此本文所使用的有关链上交易额/量的数据均是不完全统计，仅用于分析大致趋势。
Special note: Due to the complexity of the data on the chain, the fact that some of the agreed smart contracts are not fully captured by data sources, and the fact that some of the agreed NFTs are traded on third-party secondary platforms and therefore are not counted, the data used in this paper on the volume/volume of transactions on the chain are not fully accounted for and are used only to analyse general trends.
观察2022年GameFi协议的每日链上交易量，其与GameFi代币的市值、GameFi领域的融资额具有相关性。在链上交易活跃时，GameFi的市值与融资额往往也处于高位。可以看到，在2022年的4月、8月与10月，GameFi协议的链上日交易额均有突然放量的情况，与此对应的是GameFi代币的市值在这三个月也有过小幅反弹；融资额在6月份触底后开始上升，在8月份达到下半年的最高水平。
When trading on the chain is active, the market value and financing of GameFi is also often high. As can be seen, in April, August and October 2022, the value of the GameFi chain was suddenly released on a daily basis, corresponding to a small rebound in the market value of the GameFi during the three months; the financing started to rise after it hit the bottom in June and reached its highest level in the second half of August.
10月份TOP链游用户数变化情况 数据源：Delphi Digital
在GameFi协议2022年每日链上交易量中，10月份的一次高点颇为引人注目，其巨大的交易量与先后数月形成鲜明对比。细究原因，可能与Planet IX和Trickshot Blitz（TB）有关。
Of the daily trading volume on the GameFi chain in 2022, a high point in October contrasts sharply with the successive months. The reasons for the scrutiny may be linked to Planet IX and Trickshot Blitz (TB).
Planet IX是一个游戏化的 DeFi 协议，主要机制是让玩家收集名为 PIX的土地，这些土地可以组合和质押以获得 IXT 代币奖励，质押功能于今年10月上线。
Planet IX is a game-based DeFi agreement whose main mechanism is to allow players to collect land known as PIX, which can be combined and pledged to obtain an IXT token incentive, and the pledge function was launched in October this year.
TB是一个可免费玩的手游，玩家之间彼此进行台球对战。它的特点是玩家可以获得 RLY 代币的奖励，且这些代币可以立即兑换成法定货币。TB在10月份更新了奖励机制，10月6日至15日其给与老用户的拉新代币奖励翻了一番，同时降低了用户的提款费用，增加了单次最大提款数量。
The TB is a free-of-charge hand-by-hand tour in which players fight with each other. It is characterized by the fact that players can get incentives for RLY and that they can immediately convert into legal currencies. The TB updated its incentive mechanism in October, doubling its tender incentives to older users from 6 to 15 October, while reducing user fees and increasing the maximum number of single withdrawals.
事实上，这两款游戏仍不能在GameFi领域占据前沿位置，但这也恰恰反映了GameFi的方兴未艾，仅仅改进了经济模型或上线了新功能的小游戏就可以引发整个赛道的数据增长，该赛道的项目排名远远没有固化，新游戏仍然拥有机会。
In fact, the two games are still not at the forefront of the GameFi field, but it is also a reflection of the emerging landscape of GameFi, where data growth across the track can be triggered only by improved economic models or small games with new functions on the line. The track's project ranking is far from solid and the new game still has opportunities.
链上用户数变化
链上GameFi活跃用户数变化
Change in the number of active GameFi users on the
2022年GameFi协议日活跃用户数变化 数据源：Footprint
2022年1月至5月中下旬的GameFi协议链上活跃用户数稳定在120–140万左右，该数据并没有跟随5月份加密货币与GameFi代币的市值下跌而下跌，而是滞后到了5月底与6月份才开始大幅下降。此现象或许与StepN官方在5月27日宣布清退中国大陆账户有关，随后坊间传言StepN部分团队已被逮捕，负面消息叠加之下StepN代币与NFT价格再度暴跌，打金用户撤出。
The number of active users in the GameFi protocol chain stabilized at 1.2 to 1.4 million between January and mid-May 2022, and the data did not follow the fall in the market value of the encrypted currency and the GameFi in May, but did not begin to decline significantly until late May and June. This may be related to Stepn’s official announcement on 27 May that China’s mainland accounts had been cleared, followed by rumours that some members of StepN’s team had been arrested, negative news that StepN’s currency and NFT prices had fallen again, and gold users had withdrawn.
2022年Solana链StepN月活跃用户数变化 数据源：Dune
2022年BNB Chain StepN月活跃用户数变化 数据源：Footprint
曾经盛极一时的StepN的Solona链上月活用户从巅峰时的70多万逐步降到现在的4万左右，BNB Chain月活则降至1.4万左右，一众蓄势待发的“Play to Earn”项目纷纷丧失热度。值得关注的是，自8月份之后，虽然GameFi代币市值不断走低，但日活跃用户始终维持在80万-100万之间，某种程度上讲，该数字可能是当前阶段GameFi刨除了打金属性之外的“真实用户数”最大值。
It is a matter of concern that since August, while the market value of GameFi’s tokens has been declining, the number of active daily users has remained between 800,000 and 1 million, which may be the largest number of “real users” in the current phase, except for metal.
链上新增用户数变化
Changes in the number of new users on the
2022年GameFi协议每月新用户数 数据源：Footprint
相比其它维度指标的低迷，2022年GameFi协议的每月新用户增长量表现良好，没有出现年初数据量很大而年底很少的情况。虽然6、7、8三个月的数据较为惨淡，但9月份的数据出现积极增长，新增用户数达到99.5万，一扫之前数月的阴霾。在这段时间内，多个游戏项目有了较大的动作，例如，基于Solana开发的3D女性向装扮类NFT游戏 Power of Women 登顶 Google Play 美国地区游戏总榜首；The Sandbox 推出仅对 Polygon 网络上土地所有者开放的专属 SAND 质押计划等。
Compared to other dimensions, the monthly growth of new users of the GameFi agreement in 2022 was good, with no significant data at the beginning of the year and few at the end of the year. Although the data for the six, seven, and eight months were bleak, there was a positive increase in September, when the number of new users reached 995,000, the shadow of the previous months. During this period, a number of games took place, for example, 3D women, developed on the basis of Solana, were presented with the NFT game Power of Women to the top of Google Play, the head of the regional game in the United States; The Sandbox introduced the exclusive SAND pledge scheme, which is open only to land owners on the Polygon network.
此外，从基于 UAW（独立活跃钱包数，可代表非重复的活跃用户数量） 数量的前六大游戏协议来看，Solana 是该组中唯一一个使用量比上一季度有所增加的区块链，从第二季度到第三季度的峰值达到了 269%（44K dUAW）
In addition, according to the top six game protocols based on the number of UAW (independent active wallets, which represent the number of non-repeated active users), Solana was the only block chain in the group that had increased its usage over the previous quarter, peaking at 269 per cent (44K dUAW) from the second quarter to the third quarter.
第三季度TOP6游戏公链独立活跃钱包数 数据源：Dappraddar
主要游戏公链GameFi项目数据
主要游戏公链GameFi协议数量变化（未去重） 数据源：Footprint
注释说明：主要游戏公链GameFi协议数量数据未进行去重处理，所以数据会比2022年GameFi游戏数量变化（去重）高。原因是部分游戏在多链部署，比如The Sandbox 在Ethereum与Polygon上均存在，如果去重会导致以链为维度的数据失真，因此未去重。
Comment: The number data of the GameFi protocol in the main game chain is not reprocessed, so the data is higher than the number of GameFi games in 2022. The reason is that part of the game is deployed in multiple chains, such as The Sandbox on Etheeum and Polygon, and if the weighting leads to chain-dimensional data distortion, it is not.
关注TOP游戏公链链上协议情况，链上交易量大、强大的生态支持、长期生态繁荣度，让Ethereum、Polygon和BNB Chain稳居游戏生态领导地位。BNB Chain拥有747款区块链游戏，较年初增长约47.04%。Polygon拥有305款区块链游戏，较年初增长约74.28%。目前Ethereum上有599款游戏，较年初增长约10.3%。值得一提的是，Ethereum链上近77% 的游戏是在 2021 年之前推出的，显然，Ethereum在Gamefi赛道起步早，但眼下已然不是游戏方部署的首选公链了。
Attention is drawn to the agreement on the ToP public chain, which has a high volume of transactions, strong ecological support, and long-term ecological prosperity, allowing Etherum, Polygon and BNB Chain to secure the ecological leadership of the game. BNB Chain has 747 block chains, an increase of about 47.04% compared to the beginning of the year. Polygon has 305 block chains, an increase of about 74.28% compared to the beginning of the year. There are currently 599 games on Etherum, an increase of about 10.3% compared to the beginning of the year.
2020年-2022年Ethereum链游戏数量统计数据源：Footprint
主要游戏公链GameFi项目活跃数
2022年主要游戏公链GameFi活跃协议数量变化 数据源：Footprint
以日活跃用户数大于100作为标准区分活跃协议，得到主要游戏公链GameFi活跃协议数量变化，与前文GameFi项目数据图表对比来看，游戏总量虽然一直在增长，但是活跃协议数量一直在下降，明显受到市场低迷的影响。
The number of active agreements is differentiated by the standard number of active users greater than 100 per day, and changes in the number of active agreements in the primary game chain, compared with the previously cited GameFi data chart, show that while the total number of active agreements has been increasing, the number of active agreements has been declining and is clearly affected by market downturns.
BNB Chain活跃协议数据 数据源：Footprint
Polygon活跃协议数据 数据源：Footprint
Ethereum活跃协议数据 数据源：Footprint
BNB Chain在上半年度长期占据“最多活跃协议”的宝座，但进入下半年后滑坡明显，进入9月后，活跃协议一度降低到14个，最低迷时期同比高峰期降幅达到79.10%。1–2月的巅峰期可见BNB Chain抓住行业风口的能力，但遇熊后项目扛风险能力有待提升。
BNB Chain held the seat of the “Most Active Agreement” for a long period of time in the first half of the year, but after the second half of the year, the landslide became apparent, and after September, the number of active agreements was reduced to 14, with the lowest peak year falling by 79.10 per cent. The peak of January-February can be seen in the ability of BNB Chain to capture the industry, but the ability of the post-battle project to take risks has yet to be improved.
与之相对，Polygon的活跃协议数量波动相对而言更为平稳，低迷时期反而出现在年初1–2月这一时间段。4–5月活跃项目稳步上升，总体来看Polygon在游戏布局上更为稳扎稳打。
In contrast, Polygon’s number of active agreements fluctuated relatively steadily, with a low period occurring in January-February of the beginning of the year. In April-May, the number of active projects rose steadily, and Polygon was generally more stable and stable in the layout of the game.
而Ethereum作为老游戏公链，进入2022年后表现相对暗淡。游戏项目方出逃Ethereum加之游戏还未走出运营死亡周期，一逃一亡，让Ethereum8月以后的活跃协议长期定格在1(Gala Games)上。除了3月有较多协议活跃，但游戏基数和BNB Chain、Polygon相比已经相去甚远。
As an old game chain, Etheeum behaves rather dim after 2022. The game side runs out of Etheeum and the game is not out of the operating life cycle, leaving Etheum's active post-August agreement standing on 1 (Gala Games). Except for March, where more protocols are active, the base of the game is far from BNB Chain and Polygon.
主要游戏公链GameFi项目新增数
主要游戏公链GameFi项目新增数 数据源：Footprint
具体到各个公链，2022年BNB Chain以及Polygon在游戏赛道布局的强度来看呈现分庭抗礼的态势，但9月以后Polygon的脚步就极大放缓，相反BNB Chain则在Polygon蛰伏的10月推出了8款新游戏。背靠Binance的支持，BNB Chain上的游戏仍会有长足的发展势头。而2022年前期，作为游戏公链领头羊的WAX也有相当亮眼的表现，1–8月新增游戏数量排至公链Top3，9月则来到第二。虽然到了2022年Q4，月均新增游戏数量低于2个。概言之，游戏开发者还是更喜欢Polygon、BNB Chain以及WAX。
Specifically, in the public chain, BNB Chain and Polygon showed a recalcitrant attitude in 2022 at the strength of the game track layout, but after September Polygon slowed down considerably, instead BNB Chain launched eight new games in October at Polygon. Back from Binance, the BNB Chain game is still gaining momentum. In 2022, WAX, the head of the game chain, showed a remarkable performance, with the number of new games in January-August lined up to Top3 and the second in September. Although by Q4 in 2022, the number of new games in each month was less than two. In summary, game developers prefer Polygon, BNB Chain, and WAX.
特殊的一个月可能来自11月，Ethereum链上新增项目突出，Ethereum毕竟是生态最为全面的公链，这或许仍是获游戏项目方青睐的主要原因。
A special month may come from November, when new projects are highlighted on the Etheum chain, which, after all, is the most ecologically comprehensive public chain, which may still be the main reason why the game projects are favoured.
主要游戏公链GameFi用户数据注：主要游戏公链中GameFi用户数排名前五的公链
GameFi User Data Note for Main Game Public Chain: The GameFi Users in the Main Game Public Chain rank the top five.
TOP5 GameFi公链日活用户数变化 数据源：Footprint
用户数是整个 GameFi 生态健康运行的基石。和大众观感相悖，GameFi用户数并不集中在传统强势公链之上。
The number of users is the cornerstone of the whole GameFi eco-health operation. Contrary to popular perception, the number of GameFi users is not concentrated on traditional powerful public chains.
WAX在6月迎来了用户数的巅峰59.8万，却在8月和11月迎来了两个谷底，最低谷时拥有20.4万用户，较之6月最高下降约65.8%。Hive 链上的龙头游戏 Splinterlands 的活跃用户急剧下降，因此该链用户数量在 6 月初经历了从 34 万到 14 万的大幅下降。
WAX, which reached its peak of 598,000 users in June, reached the bottom of two valleys in August and November, with 204,000 users at the bottom, down from about 65.8 per cent in June, and experienced a sharp decline in the number of active users of the Splinterlands from 340,000 to 140,000 in early June.
Polygon和BNB Chain也在3–4月迎来过一波用户量巅峰，可惜持续时间不长，不过强势的公链生态也能够让用户数稳定在10–20万的区间中。
Polygon and BNB Chain have also experienced a wave of user peaks in March-April, but unfortunately not for long, but a strong public-chain ecology can stabilize the number of users in a zone of between 10.2 million.
接下来关注具体公链上的游戏生态表现：
重点游戏公链传统公链部分注：本报告所称呼的传统公链是指BNB Chain、Solana、Polygon等知名度相对较高、链上生态多方位（DeFi、GameFi、NFT、跨链等）发展的公链。 Note from the Traditional Public Chains of the Focused Game: The traditional Public Chains referred to in this report are those that are relatively high-profile, ecologically diverse (DeFi, GameFi, NFT, cross-link) developments such as BNB Chain, Solana, Polygon, etc. Polygon 截止2022年12月，Polygon拥有305款区块链游戏，较年初增长约74.28%。此外，近三个月，Polygon游戏相关月活跃用户数占链上用户数均超过65%，在Polygon上已经能看到较为成熟的生态繁荣度。 By December 2022, Polygon had 305 block-chain games, an increase of about 74.28 per cent from the beginning of the year. In addition, for the last three months, the number of active month-to-month users associated with the Polygon game has exceeded 65 per cent of the number of users in the chain, and more mature ecological prosperity can be seen on Polygon. Polygon上优异的GameFi表现得益于： The excellent GameFi performance on Polygon has benefited from: Polygon链上的GameFi游戏交易占比分布，2022年度The SandBox稳居榜首，图表清晰显示The Sandbox出现三个用户峰值波动，分别在2月、6月以及11月： The GameFi transaction distribution on the Polygon chain, with The SandBox at the top of the list in 2022, clearly shows three user peak fluctuations in The Sandbox in February, June and November, respectively: 2月12日的高点受到The Sandbox在 Polygon 上引入 SAND 质押的消息刺激，其宣布前四周起向质押参与者发放每周 500,000 mSAND 奖励。 The high point of 12 February was inspired by the news that The Sandbox had introduced the SAND pledge on Polygon, which awarded 500,000 mSANDs a week to the participants of the pledge four weeks before its announcement. 6月1日则可能是由于500 万个 mSAND 将分发给 Polygon的 LAND 所有者的消息影响。到了年末The Sandbox开启了新一期土地销售，11月24日和12月1日的两波售卖均吸引用户的涌入。 By the end of the year, The Sandbox opened a new land sale, and the two waves of 24 November and 1 December attracted users. BNB Chain BNB Chain截止2022年12月拥有747款区块链游戏，较年初增长约47.04%。6–7月，游戏相关的日活跃用户占BNB Chain总活跃用户的比例下降至25%以下，而该比例在年初为 33.21%。但BNB Chain在GameFi的布局上拥有三大优势，未来趋势仍然乐观： BNB Chain had 747 block chain games by December 2022, an increase of about 47.04% from the beginning of the year. In June-July, the number of active daily users associated with the game fell to less than 25% of the total active users of BNB Chain, compared to 33.21% at the beginning of the year. But BNB Chain has three major advantages on the layout of GameFi, and the future trend remains optimistic: 根据白皮书的设计初衷，贯彻执行“低gas费和高交易速度”。 According to the original design of the White Paper, “low gas fees and high transaction speed” are being implemented. BNB Chain生态雄厚的资金资源。2022年10月Binance Labs推出的MVB 加速器计划帮助创新项目在BNB Chain上扩展，12月宣布与一站式Web3游戏平台GameFi.org建立合作伙伴关系。 The MVB accelerator program, launched by Binance Labs in October 2022, helped to expand the innovation project on BNB Chain and announced a partnership with the one-stop Web3 game platform GameFi.org in December. Binance 强大的流动性和自带的Web3.0庞大用户群，适配年初爆火的Move to Earn游戏。因此BNB Chain成功让 StepN 团队将这个当时最火热的协议部署到其链上。 Binance's powerful mobile and self-carried Web3.0 large user group, adapted to the Move to Earn game, which exploded early in the year. So BNB Chain succeeded in getting the StepN team to deploy the hottest protocol on its chain. BNB Chain游戏生态呈现多元的发展格局，各个Top项目之间竞争激烈，未来BNB Chain龙头游戏的归属未定。占据一定优势的项目MOBOX:NFT Farmer从2021年9月份开始发力，22年5年时UAW仍然能触及90k。与此同时，Bomb Crypto、MetaverseMiner紧随其后，分列二三位。 The BNB Chain game has a diverse development landscape, with intense competition among various Top projects, and the future BNB Chain tap game has not been assigned. The dominant project MOBOX: NFT Farmer has been active since September 2021, and UAW has been able to reach 90 k in May of 22nd year. Meanwhile, Bomb Crypto, Metaverseminer, followed by two or three. Hive Hive链截止2022年12月拥有12款区块链游戏，数量无增长。从日活跃用户来看，在2022年上半年前Hive链日均都能保持在35万以上，而在6月2日以后出现了大幅缩水，日均跌破15万，单日跌幅达到49.10%。不过，此后日活用户保持稳定的态势。据其白皮书描述，Hive 链特点也是显而易见的“快、稳、省”： By December 2022, the Hive chain had 12 block-chain games, with no growth. From the active users of the day, the Hive chain was maintained at more than 350,000 days before the first half of 2022, while after June 2 there was a sharp contraction, with an average daily decline of 150,000 and a single-day decline of 49.10 per cent. However, the living user has remained stable since then. According to its White Paper, the Hive chain is also clearly “fast, steady, and cost-effective”: Hive很长时间是仅靠Splinterlands这一个游戏撑起来整个公链的UAW，稳坐Hive链的头把交椅。 It's been a long time since Splinterlands was the only UAW that held up the whole public chain, sitting on the head of the Hive chain. 注：此图的数据与2022年GameFi协议日活跃用户数变化数据不匹配，差值在于去掉了Neopets Meta、Farmers World两个协议，这两个协议因种种问题被Dappradar下架，故在此不计算。 Note: The data in this chart do not match the change in the number of active users at the date of the 2022 GameFi agreement, the difference being that the Neopets Meta and Farmers World agreements, which had been set aside by Dappradar due to various problems, are not counted here. Splinterlands也被认为是被“低估”的项目，作为一款多人数字收集交易卡牌游戏，自2018年上市以来已经完整熬过一轮牛熊，即便在熊市，清洗掉旁氏用户，其日均活跃用户数依旧可以排在Top1。1月17日，游戏的交易量一度高达41.7万，到达全年日交易量最高峰，而日活跃用户数的高峰则滞后地出现在了3月，其UAW达到43.4万。 Splinterlands is also considered to be an “undervalued” project and, as a multi-person digitally collected trading card game, has had a complete round of cattle bears since its listing in 2018, and even in the Bear City, the average number of daily active users can still be ranked in Top1. On January 17, the number of games traded reached a peak of 417,000, with the number of daily active users lagging behind in March, when the UAW reached 434,000. Harmony链截止2022年12月拥有26款区块链游戏，较年初增长约160%。从GameFi协议日活跃用户来看，1–4月Harmony的日活稳定性波动极大，单日跌幅已有近43.75%，但仍然处于较高体量。 Harmony had 26 block-chain games by December 2022, an increase of about 160% from the beginning of the year. According to the active users of the GameFi agreement, Harmony’s daily life stability fluctuated significantly from January to April, with a single-day drop of almost 43.75%, but remained in a relatively high volume. 根据官方白皮书，Harmony的技术支撑： According to the official White Paper, Harmony's technology supports: 目前Harmony生态以DeFi应用为主，GameFi布局中以DeFi挖矿类游戏 DeFi Kingdoms最出圈。其UAW的高峰值出现在3月底，达到5.1w。12月8日，该游戏官宣上线韩国互联网巨头Kakao旗下公链Klaytn主网，并将通过 Klaytn 原生 DEX 铸造新的实用代币 JADE，用于游戏内相关功能，因此链上交易笔数又迎来一波高峰，达到45.71万。 Harmony Ecology is currently dominated by DeFi applications, with the DeFi mining game DeFi Kingdoms in the GameFi layout, where the UAW peaks at 5.1w at the end of March. On December 8, the game officer announced that the Korean Internet giant Kakao was the klaytn main network, and that a new practical token JADE would be created through Klaytn, the original DEX, for use in the game itself, and the number of transactional pens in the chain would reach a further peak of 45.7 million. Ronin Ronin是 Sky Mavis 团队为Axie开发的以太坊专属侧链，于 2021 年 5 月正式上线。在2021年11月的高峰期，Ronin处理的交易量比以太坊处理的交易量高出560%，出块时间约为3秒。 Ronin, an Etherm's exclusive side chain developed by Sky Mavis for Axie, was officially launched in May 2021. At its peak in November 2021, Ronin processed transactions 560% higher than those handled by Ether, with a break of about three seconds. gas费用低廉。根据最新gas调整，为打击垃圾邮件并增强安全性，每笔交易最低 gas 费将提高到 20 Gwei，但gas费依旧不会造成用户负担。 Gas costs are low. In order to combat spam and increase security, the minimum gas fee per transaction will be raised to 20 Gwei, but the cost will remain unaffordable for users. 在快捷方面，Ronin选择使用PoSA 共识模型，网络相对中心化，但少量的验证节点能够推动交易快速推进。根据Ronin区块链浏览器显示，现在Ronin节点的验证数为18个。 On the quick side, Ronin chooses to use the PoSA Consensus model, which is relatively centralized in the network, but a small number of validation nodes can drive transactions fast. According to the Ronin block chain browser, the number of Ronin nodes is now 18. 从100%的市场占比来看，Ronin链的存在可谓是“为Axie而生”。而Axie的历史数据也证明，为了一款游戏而单独搭建一条链的行为是值得的?—?— 在2021年7月第二周，该Dapp所产生的收入一度超过比特币和以太坊的协议收入总和。而截止2022年12月31日，Axie Infinity的收入总和位列所有Dapp的协议收入第一。 In terms of a 100% market share, the existence of the Ronin chain can be described as “born for Axie.” And Axie’s historical data also prove that it is worth building a single chain for a game? – In the second week of July 2021, the Dapp generated more income than the sum of the agreements between Bitcoin and Ether. Axie Infinity日活跃用户数最高峰40.3w，出现在3月26日，当日Ronin宣布一系列更新以增加 RON 的实用性，并确保 Ronin 能够持续扩展交易，提振用户信心。不过到2022年12月，日活跃人数最低降至6504人，较最高点下降98.38%。 On March 26, when Ronin announced a series of updates to increase the relevance of RON and ensure that Ronin was able to continuously expand the trade and boost user confidence. By December 2022, however, the number of active people fell to a minimum of 6504, a decline of 98.38 per cent over the peak. 可以说，开发侧链服务于单一游戏，显然会提升该游戏体验以及未来游戏发展可能性。但由于该侧链是为特定游戏设计的，部署其他游戏可能会打破原有链的生态平衡。换句话说，一荣俱荣，一损俱损。原游戏高度决定侧链未来发展的高度，倘若一个游戏未来的游戏影响力大幅下滑，则很难支撑一条侧链的稳定性和持续性。 The development of a side chain to serve a single game clearly enhances the experience of the game and the potential for future game development. As the side chain is designed for a particular game, deploying other games may break the ecological balance of the original chain. In other words, being proud and losing everything. WAX 截止2022年12月，WAX拥有134款区块链游戏，较年初增长约152%。WAX 上的活跃用户和交易数量巨大，日活用户仅次于BNB Chain，高于Polygon。作为今年表现优异的老牌公链，WAX自称是游戏和NFT的第一元宇宙区块链，为品牌提供 NFT 所需的一切。据白皮书描述，其优势在于： As of December 2022, WAX had a 134 block chain game, an increase of about 152% from the beginning of the year. WAX has a huge number of active users and transactions, after BNB Chain, which is higher than Polygon. As this year’s high-performing public chain, WAX claims to be the first dollar grid of the game and NFT, providing the brand with what it needs. The advantages described in the White Paper are: 从市场份额来看，作为当之无愧的WAX领头羊，Alien Worlds占比80.78%，Dawn of Victory排名第二，占据6.605%。 In terms of market share, as the well-deserved head of WAX, Alien Worlds accounted for 80.78 per cent, and Dawn of Victoria ranked second, accounting for 6.605 per cent. 主要关注Alien Worlds，作为一个融合了DeFi + NFT + DAO + 元宇宙概念的太空探索游戏，虽然在八月中旬以及九月中旬出现了明显的谷底，但是总体都在较高的体量。尤其是UAW，除8月10日出现用户量暴跌至6万，最高用户量在11月10日达到30.4万，在熊市中依然亮眼，此后的UAW也依然维持在20万以上。 The main focus is on Alien Worlds, as a space exploration game that integrates the deFi + NFT + DAO + meta-cosm concept, and although there is a clear valley bottom in mid-August and mid-September, it is generally in a relatively high volume. In particular, UAW, apart from its violent fall to 60,000 users on August 10, has reached a maximum of 304,000 users on November 10 and is still visible in Bear City, and UAW has remained at over 200,000 since then. 复盘不同公链GameFi的发展。2021年前，Ethereum仍在GameFi赛道占据核心地位，其GameFi协议数量在2020年末与2021年末分别占到总量的67.55%（460/681）与37.45%（543/1450）。或许由于Ethereum的TPS过低、Gas费过高等问题不符合游戏这一赛道对低费用、高速率的要求，因此众多GameFi协议纷纷选择在BNB Chain、Polygon、Solana、Avalanche等新公链运行。在数据层面，Ethereum可被视为已退出游戏公链第一梯队的竞争。而在传统公链的维度，BNB Chain与Polygon竞争激烈，BNB Chain的GameFi协议数量最多而Polygon在本轮熊市中的GameFi活跃协议数量一直稳定在较高水平，二者还未能决出胜负。 Perhaps because Etheeum’s TPS is too low, Gas fees are too high to match the low cost and speed of the game. Before 2021, Etheeum was still at the centre of the GameFi track, with the number of its GameFi agreements running at 67.55% (460/681) and 37.45% (543/1450) of the total in late 2020 and late 2021 respectively. At the data level, Etheeum could be considered to have withdrawn from competition in the first tranche of the public chain. 在游戏公链的维度，Hive、Harmony、Ronin、WAX优势明显，其中WAX与Hive在用户量层面遥遥领先，而Harmony与Ronin在交易额层面占据优势，哪怕是与传统公链对比，这四条链的数据表现也不落下风，这或许揭示了GameFi乃至Web3领域的未来发展方向?—?— 不同细分赛道会依据不同特点在合适的链发展壮大，单链试图在全方位获得领先地位的日子一去不复返。当然，这并不意味着目前链与链之间相对隔绝的状态是值得宣扬的，我们也注意到越来越多的GameFi协议选择部署在多条链上。据Coinmarketcap与Footprint的统计，截止2022年7月，部署在2条链与3条链的GameFi协议数量相较2021全年增长62.5%与40%，增长速度非常可观。此外，跨链需求的增长也带来了Web3行业新的问题?—?— 跨链桥的安全，该问题将在项目篇中阐述。 Of course, this does not mean that the relative isolation of Harmony and Ronin at the trading level, even when compared to traditional public chains, does not mean that the data performance of these four chains does not drop, which may reveal the way forward in the area of GameFi and the Web3? – Different segments of the track will grow in size depending on the characteristics of the right chain, and the number of single-chain agreements that try to take a lead on the whole chain has grown by 62.5% and 40% throughout 2021, and we also note the increasing number of GameFi agreements that have opted to be deployed in multiple chains. According to Coinmarketcap and Fotprint statistics, as of July 2022, the number of single-chain agreements that have been deployed in two chains and three chains has grown by 62.5% and 40% throughout the year. 按照市值排列，2022年GameFi代币TOP5在Axie（$AXS)、Sandbox($SAND)、游戏公会Merit Circle($MC)、StepN($GMT)以及ApeCoin($APE)中产生。 In terms of market value, the 2022 GameFi token TOP5 was generated in Axie ($AXS), Sandbox ($SAND), Merit Circle ($MC), StepN ($GMT) and ApeCoin ($APE). 第一季度，Axie Infinity以及 Sandbox仍以业内霸主之姿雄踞前二，即便略有波动： In the first quarter, Axie Infinity and Sandbox remained at the top two, albeit slightly volatile: 在一月时Sandbox的Token市值同比缩水49.5%，Axie Infinity则出现44.06%的跳水；在小幅上涨后，两者又同步迎来断崖式下跌，其中Sandbox2–3月的降幅再次到达了39.04%。Sandbox在2月完成首轮LAND发售，达到巅峰的50.2亿美元后再无突破。而Axie的市值辉煌时刻出现在4月1日的68.07亿美元，但由于Ronin被盗高达6亿美元的黑客事件，Axie随后迎来了自己的至暗时刻。 Sandbox’s Token market value fell by 49.5 per cent in January, and Axie Infinity experienced 44.06 per cent jumps; after a small rise, the two fell in parallel, with Sandbox falling again by 39.04 per cent between February and March. Sandbox reached its first round of sales in February, reaching a peak of $5.02 billion, while Axie’s market value boom came at $6.807 billion on 1 April, but as Ronin was stolen from a hacker of up to $600 million, Axie subsequently reached her own dark hour. 第二季度，3月亮相的ApeCoin与$GMT开启了一鸣惊人的征程： In the second quarter, ApeCoin and $GMT launched an amazing journey: ApeCoin市值峰值68.13亿，且无出其右，同比首日市值高6.2倍。$GMT市值峰值23亿美元同样一时风头无量，与最低市值相比涨至22.8倍。进入5月，除$MC外的其它Token都迎来了低谷，足见GameFi Token受市场风向影响之大。ApeCoin的良好局势戛然而止，市值跌破17亿美元，缩水约76.1%。 The market value of ApeCoin peaked at $6,813 million, which is 6.2 times higher than the market value of the first day. The market value of $2.3 billion peaked at the same price of $2.3 billion, which was 22.8 times higher than the lowest market value. Token, with the exception of the market MC, reached a low point in May. 第三～四季度，ApeCoin长期占据第一，$GMT优势微乎其微： In the third to fourth quarters, ApeCoin has been in the forefront for a long time, with a marginal advantage of $GMT: 第三、第四季度，大部分GameFi Token均进入沉寂期，但$APE的市值却有了相对明显的提高。原因可能是其在12月5日上线的质押系统，带来了新的市场热点。与之相比，$GMT的市值在12月末跌破1.5亿美元，和$MC间的差距愈发减小。 In the third and fourth quarters, most GameFi Token entered a silt period, but the market value of $APE increased relatively significantly. This may be due to the new market hotspots created by its pledge system, which came online on December 5. 从市值总体趋势来看，除了$AXS、$APE体量有触及60亿美元，其他的Token发展周期虽有不同，但巅峰值远远落后于前两者，可见顶级游戏的产生也需要占尽时机。同时，深究Token周期，$GMT、$APE这些在2022年发布的token也能够在较短的时间跻身前五，说明GameFi梯队并未固化，留给新游戏的空间还很大。 In view of the overall market value trend, apart from $6 billion in $AXS and $APE, the development cycle of Token, although different, is well behind the two, suggests that top-level games also need to be created. At the same time, looking deeply at the Token cycle, $MT, $APE, which was released in 2022, can be added to the top five in a relatively short period of time, suggesting that the GameFi ladder has not been consolidated, leaving much room for new games. 最后，探究Token的类别归属。在TOP 5 GameFi代币中，Sandbox、ApeCoin更偏向元宇宙的概念；Merit Circle是游戏公会；$GMT更偏向为“Move to Earn”的概念，与“Play to Earn”还有些区别；只有$AXS属于狭义上的GameFi。可以说，GameFi格局呈现出多样化的发展态势。 Finally, token’s category of attribution. In TOP 5 GameFi, Sandbox, ApeCoin, the concept of meta-cosm; Merit Circle, the game fair; $GMT, the concept of “Move to Earn”, which is somewhat different from “Play to Earn”; only $AXS is in the narrow sense of GameFi. “在黑暗中寻找出口”既是对2022年GameFi赛道的总结，也将成为2023年GameFi的主旋律。 “Looking for an exit in the dark” is both a summary of the 2022 GameFi track and will be the theme of the 2023 GameFi track. 2022年的GameFi赛道，总体表现可以概括为高开低走。除在今年4月份跑赢大盘外，GameFi市值基本保持与加密货币市场同进同退的趋势，且下跌幅度更大，当前GameFi市值已低于21年8月的水平；自4月份后，GameFi领域融资额急剧下降，且在9月份与11月份经历了两次腰斩，2023年的市场恐怕还将经历一段阵痛期。 In 2022, the GameFi track’s overall performance can be summarized as high and low. In addition to winning the game last April, GameFi’s market value remained essentially the same as that of the crypto-currency market, and its decline was even greater, with the current market value of GameFi falling below its August 21 level; since April, the GameFi sector has experienced a sharp drop in financing and two decapitations in September and November, and the market in 2023 is likely to experience a painful period. 但残酷的现实背后，也蕴藏转机。 But there are also opportunities behind the cruel reality. GameFi赛道仍是2022年加密行业吸纳融资最多的领域，融资额同比增长近一倍。下半年融资额的腰斩只表示资金流入市场的速度变慢，并不代表市场流动性的枯竭。此外，主要游戏公链GameFi项目活跃数与GameFi活跃用户数在进入9月之后日渐平稳，并没有因市值下跌而产生大的波动，或许也揭示了泡沫破裂之后的GameFi真实项目数与真实用户数，市场可能已经来到底部。 The GameFi track continued to be the largest recipient of finance in the encryption industry in 2022, with financing increasing nearly twice as much as in the same year. The second half of the year’s financing does not mean that the flow of funds to the market is slow, nor does it represent the depletion of market liquidity. Moreover, the number of active members of the GameFi project in the main game chain, and the number of active members of the GameFi, have stabilized since they entered September and have not fluctuated significantly as a result of the fall in market value, perhaps also revealing the number of real and real users of the GameFi after the bubble burst, and the market may be at its end. 与DeFi、NFT等传统公链占据绝大多数市场份额的赛道不同，部分专门的游戏公链在GameFi领域大放异彩，且在与传统公链的竞争中不落下风。目前，链上协议的多链部署已成为潮流，或将有更多优秀的协议迁移至游戏公链。而公链作为区块链领域的圣杯与牛熊转换的发动机，部分专门的游戏公链历经多年沉淀后或将在下一轮牛市中成为GameFi赛道爆发的动力。 At present, multi-chain deployment on the chain has become a trend, or more excellent agreements have been moved to the game chain. While the public chain is the engine for the transformation of the Grail and the Cow Bear in the area of the block chain, some of the specialized games have sunk for many years or will become the engine of the GameFi race after the next round of cattle. 总之，告别野蛮发展的GameFi上半场，谁能为低迷的市场开辟新一轮创新和增长？许多拥有丰富的项目经验和强大IP的项目方正在蛰伏。后续，我们将在项目篇中为大家详细盘点分析过去一年具有行业影响力的项目，以求窥得一丝先机。 To sum up, who can open a new round of innovation and growth for a depressed market in the first half of GameFi’s brutal development? Many project players with a wealth of project experience and powerful IPs are ravaging. 数据图表类 Data Chart Class 鉴叔的 Footprint GameFi面板https://www.footprint.network/@jianshu/11 Footprint GameFi panel https://www.footprint.network/@jianshu/11 Tokenterminalhttps://tokenterminal.com/terminal?panel=revenue Wax blokshttps://wax.bloks.io/live The Ronin Block Explorerhttps://explorer.roninchain.com/validators Dappradarhttps://dappradar.com/ MyMetaDatahttps://mymetadata.io/rank/investors Trading Veiwhttps://cn.tradingview.com/ Footprint X Coinmarketcaphttps://www.footprint.network/@DamonSalvatore/GameFi-in-Bull-Bear-Market?date=2022-01-01~2022-07-31 文章报告类 透过15条元宇宙公链，详解元宇宙公链的价值、现状和趋势https://mp.weixin.qq.com/s/yft1ZiEQWf_1_72iJyGQyg Detailed description of the value, status and trends of the meta-cosm public chain through the 15-bit intercosm chain https://mp.weixin.qq.com/s/yft1ZiEQWf_1_72iJyGQyg DappRadar x BGA Games Report?—?Q3 2022https://dappradar.com/blog/dappradar-x-bga-games-report-q3-2022 The Blockchain Gaming Ecosystem on Various Public Chainshttps://medium.com/@ABGAasia/the-blockchain-gaming-ecosystem-on-various-public-chains-a7028b723df Dlephi digital: October Gaming Insightshttps://members.delphidigital.io/reports/october-gaming-insights#state-of-the-market GameFi 已死？?—?— 细数链游七宗罪https://mirror.xyz/wheart.eth/66GkoR9fbbq6DzGgtxSIBK6qgCCpnW0QCmUGZmb5fnc GameFi is dead? — Seven counts of crimes at https://mirror.xyz/wheart.eth/66GkoR9fbbq6DzGgtxSIBK6qgCCpnW0QCmUZmb5fc 游戏的未来一年https://members.delphidigital.io/reports/the-year-ahead-for-gaming The future year of the game https://members.delphidigital.io/reports/the-year-ahead-for-gaming CoinMarketCap and Footprint Analytics: 2022 GameFi Industry Reporthttps://www.footprint.network/article/2022-gamefi-industry-report-fp-Zf2pa3La HashKey Capital：GameFi进入冷静期，下一个主旋律是什么？https://www.chaincatcher.com/article/2069805 HashKey Capital: GameFi entering a cooling period. What's the next melody? https://www.chaincatcher.com/article2069805 YGG和它的对手们：对比研究八个打金公会及其投资理论https://www.chaincatcher.com/article/2071628 YGG and its opponents: a comparative study of the eight Gold Clubs and their investment theories https://www.chaincatcher.com/article/2071628 GameFi 2.0 最有可能在哪条公链上发生？https://www.chaincatcher.com/article/2081181 SameFi 2.0. Which public chain is most likely to happen? https://www.chaincatcher.com/article/2081818181 梳理 Web3 Games 背后的资本和人才流向https://mp.weixin.qq.com/s?__biz=MzUzNjk5MzI5Nw==&mid=2247491755&idx=1&sn=ce107b8145b4e10d7987a575246584a6&chksm=faef6bd5cd98e2c3e26f41710a8a213e8fe4676895ef4f14a8c30584fee41c1ef439296eae7d#rd The flow of capital and talent behind Web3 Games to https://mp.weixin.qq.com/s?biz=MzuzNjk5Mzi5Nw=&mid=2247491755&idx=1&sn=ce107b8145b4e10d7987a57526584a6&chksm=faef6bd5cd98e2c2c26f41710a8a2113e8fe466895ef4f4f14a8c30584fee41c1ef439296ea7d#rd 戳破原罪泡沫，GameFi 的未来有哪些可能？https://foresightnews.pro/article/detail/13567 What is the future of GameFi? https://foresightnews.pro/article/detail/13567 GameFi 赛道五大热门链游分析：谁会是下一个 Axie？https://foresightnews.pro/article/detail/1759 GameFi five hot link analysis: Who's next at Axie?https://foresightnews.pro/article/detail/1759 从2017到2022?—?— 分叉公链WAX的成长之路https://mp.weixin.qq.com/s/iBV-ph2h51UEXtPnPF62Tg From 2017 to 2022?—The growth path of the fork chain WAX https://mp.weixin.qq.com/s/iBV-ph2h51UEXtPnPF62Tg Vader Reasearch：Web3 游戏发展趋势的 5 个预测https://defivader.medium.com/5-theses-on-web3-gaming-b0ea86b8f613 Vader Reasearch: 5 predictions of game trends in Web3 https://defivader.medium.com/5-theses-on-web3-game-b0ea86b8f613 Ronin: The engine powering Axie Infinity’s growthhttps://www.nansen.ai/research/ronin-the-engine-powering-axie-infinitys-growth 官方文件类 Introduction to Polygon PoShttps://wiki.polygon.technology/docs/develop/getting-started/ BNB Chain White Paperhttps://github.com/bnb-chain/whitepaper/blob/master/WHITEPAPER.md Whitepaper for HIVE protocolhttps://github.com/gscsocial/hive-whitepaper/blob/master/hive-whitepaper-zh.md Harmony Official Websitehttps://www.harmony.one/ Technical Whitepaper?—?Harmony Onehttps://harmony.one/whitepaper. Wax Official Websitehttps://www.wax.io/ WAX Protocol White Paperhttps://github.com/worldwide-asset-exchange/whitepaper#wax-core-performance-metrics 新闻资讯类 News and Information > BNB Chain 与 Web3 游戏平台 GameFi.org 达成合作，将支持 GameFi 应用上链https://www.binance.com/zh-CN/news/top/7340333 BNB Chain, in collaboration with the Web3 game platform GameFi.org, will support the GameFi application upper chain https://www.binance.com/zh-CN/news/top/7333 Introducing SAND staking on Polygonhttps://medium.com/sandbox-game/introducing-sand-staking-on-polygon-462a671e8a9d LAND Owners, Claim your mSANDhttps://medium.com/sandbox-game/land-owners-claim-your-msand-e1e7f1418fe7 The Sandbox opens new virtual neighborhoods with three LAND saleshttps://medium.com/sandbox-game/the-sandbox-opens-new-virtual-neighborhoods-themed-around-14-major-brand-partners-with-two-land-4174ef86cff0 Web3游戏 Power of Women 登顶 Google Play 美国地区免费游戏总榜首https://m.techflowpost.com/express/4455 Web3 Power of Women Top Google Play tops the free American area game https://m.techflypost.com/ extress/4455 DeFi Kingdoms’ Serendale realm goes live on Klaytnhttps://www.theblock.co/post/193571/defi-kingdoms-serendale-realm-goes-live-on-klaytn The Sandbox为土地所有者推出专属SAND质押计划https://www.panewslab.com/zh/sqarticledetails/7wfo66sz.html The Sandbox has launched an exclusive SAND pledge scheme for landowners https://www.panewslab.com/zh/sqarticledetails/7wfo66sz.html Axie Infinity侧链Ronin于3月26日宣布将发布多项更新https://mobile.twitter.com/Ronin_Network/status/1507422485544808448 Axie Infinity Side Chain Ronin announced on 26 March that several updates would be published at https://mobile.twitter.com/Ronin_Network/status/150742485544844848
2022年Polygon 链GameFi协议数量 数据源：Footprint
2022年Polygon 链日活用户数与Gamefi日活用户数 数据源：Footprint
2022年Polygon链 Top GameFi协议及交易量分布 数据源：Footprint
2022年Polygon Chain The Sandbox 活跃用户数变化 数据源：Footprint
2022年BNB Chain GameFi数量 数据源：Footprint
2022年BNB Chain链上日活跃用户与Gamefi用户对比 数据源：Footprint
2022年BNB Chain Top GameFi协议及交易量分布 数据源：Footprint
2022年MOBOX:NFT Farmer每日活跃用户数变化 数据源：Footprint游戏公链部分注：本报告所称呼的游戏公链是指Hive、WAX等链上生态以GameFi为主的公链。
2022年Hive链上GameFi数量 数据源：Footprint
2022年Hive链 GameFi协议日活跃用户数 数据源：Footprint
2022年 HIVE链 GameFi协议交易量分布 数据源：Footprint
2022年GameFi协议平均日活跃用户数 数据源：Footprint
Splinterlands 历史数据 数据来源：DappRadarHarmony
2022年Harmony链上GameFi数量 数据源：Footprint
2022年Harmony链 GameFi协议日活跃用户数 数据源：Footprint
2022年Harmony链GameFi协议交易量分布 数据源：Footprint
DeFi Kingdoms 历史数据 数据源：DappRadar
Ronin性能信息 数据源：The Ronin BlockExplorer
Ronin 与以太坊的交易数量 数据源：nansen report
Ronin节点验证者 数据源：The Ronin BlockExplorer
2022年Ronin链GameFi协议交易量分布 数据源：Footprint
2021年7月第二周Dapp和公链协议收入排名 图表来源：token terminal
Dapp协议收入总和排名 图表来源：token terminal
2022年Axie Infinity日活跃用户数变化 数据源：Footprint
2022年WAX链上GameFi数量 数据源：Footprint
2022年WAX链 GameFi协议日活跃用户数 数据源：Footprint
数据源：wax.bloks
2022年WAX链Top GameFi协议及交易量分布 数据源：Footprint
Alien Worlds 历史数据 数据源：DappRadarTOP 5 GameFi Token
2022年 TOP 5 GameFi Token市值变化 数据源：Footprint小结：
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