Buidler DAO: Cut into GameFi's must-read article

原文标题：《 Buidler DAO 蝗虫精选（22）：切入 GameFi 的必读文章 》

Original source: Buidler DAO

Deep Picks are our must-read articles under this week's hot market topics, taken from Buidler DAO's daily push of the Cognition Locust Project; Here, Web 3 Native readers will extract the core content of quality articles and personal deep thoughts from the complex information sources.

To promote the development of the industry needs substantial construction projects! On the gaming side, community culture and MLP strategies are being tested and implemented; From Play-to-Own ownership discussions, to building the GameFi paradigm; From The Beacon's mechanical design, to the sharing of game evaluation framework. This article covers a macro discussion of the Crypto industry, as well as an interpretation of the game's niche. Read below and understand the key points, welcome to discuss!

* The views expressed are personal only and do not constitute any investment advice

Full text 5840  Word, expected reading time 14 minutes

A quick look at the article:

01/ From Degen to Regen: How to power Web3 Open Positive-sum Game @SCaesar

02/ From Loot Clone to Decentralized Nintendo: Community Culture + MLP Strategy @SCaesar

03/ Play-to-Own: Ownership of Web3 apps from Games @memeswap 

04/ a16z Partners: Play and Earn brings more ordinary people into the crypto world @wes

05/ The Beacon How to build a games-centric Gamefi@scaesarnbsp;

There is a TreasureDAO for building phenomenon game The Beacon.

07 / Cipholio BitMart joint report | 2023 where we are? Crypto investment trend from five core track evolution logic

08/ Web3 Data Track: The Landscape, layers and future of user data @Cat Boss

From Degen to Regen: How to power Web3 Open Positive-sum Game @SCaesar

Pure profit-seeking is not adaptive in Web3. Cryptocurrencies have always had an aspect as a tool for building collaborative organizations and sharing resources. I cite regenerative economics and believe that 2023 will be the year of the regen.

Degens refers to Web3 enthusiasts who speculate on high-yield and high-risk projects.  

Regens refers to people who work or build in the regenerative crypto economy and have a long-term view of how Web3 can benefit the world, not just the financial sector.

In regenerative ecology, Degens, who originally participated in the zero-sum game for profit, are fascinated by the promise of collective action, their attitude and motivation change, joining the community and gradually becoming Regens, building the project for the next cycle.  

In fact, there are already projects like Proof of Humanity, Celo, Kolectivo, and Gitcoin using encryption to recreate the world. Many of today's most mainstream cryptocurrency projects have positive externalities. In this down cycle, we need to rediscover purpose, and Web3 needs to redirect capital, attention, and talent to projects that will have the most lasting positive impact.

think

In the earlier days of Ethereum, the technical, collaborative, and social experimentation nature of the crypto industry spawned DAOs, and in today's bear market, we've seen many players settle down to BUIDL. Traders, driven by an economic incentive to make a quick buck, too easily get caught up in a zero-sum game, and we see massive buying during booms and sharp selling during busts. No matter whether 2023 is the year of rebirth or not, for the crypto industry, win-win and common prosperity should be put in the starting point of formulating strategies, and all parties also need to show the spirit of sincere cooperation and courage, and jointly abide by the rules of the game, in order to promote Web3 to truly open the positive sum game and bring changes to the world. If the industry wants to develop in the long term, win-win is inevitable and necessary, but it needs to start from the reconstruction of self and community, and radiate to the whole industry, such as DeFi, DeSic and so on. Whether participants can stick to long-termism when cycle after cycle comes is a decisive factor in Web3's transition from regeneration to longevity.

Link to original article:

https://news.marsbit.co/20221228105456794623.html

From Loot Clone to Decentralized Nintendo: Community Culture + MLP Strategy @SCaesar

Treasure 最早的 NFT 在当时和其他 Loot 仿盘没有任何区别。在发行了 NFT 后，Treasure 就发行了 MAGIC Token 和 DeFi 项目 MAGIC Farm，意图以此曲线赋能 NFT 的方法，虽然失败了，但它开辟了后来成为其核心的 MAGIC 生态。 

With MAGIC initially expected to come out as a Legions of gaming currency and the game not coming out anytime soon, Treasure launched Life NFT to power MAGIC, but it flopped. Since then, despite the Treasure Ecosystem having nothing, community consensus has kept MAGIC unleashed, and the Treasure team has launched Treasure DAO, officially built around empowering MAGIC.  

Since 2022, Treasure DAO, as a chain tour platform, has gradually formed an ecosystem with MAGIC as the core through self-research and external cooperation. I believe Treasure DAO's success lies in its natural community culture and clear MLP strategy.

think

The Loot project itself attracted a lot of long-termers, who built from the bottom up with the mindset of having more participants and builders in the community. Treasure drains from Loot community through air coins, accumulating early contributors with long-term attributes, and establishing a community culture and community operating style that is difficult to reproduce, which many chain games do not pay attention to. In addition, unlike other online game franchises, Treasure's MLP strategy does not require a long-term infusion of time and capital. Instead, Treasure relies on a small amount of money to attract new users and money from the outside world, while retaining and accumulating players already in the ecosystem, thus achieving a cumulative cycle of economic value. Launch more and more quality chain tour and NFT, achieve flywheel.  

除此之外，Treasure 是以 Game 为核心，Fi 为手段的，其对可玩性的重视，在发展过程中起到了重要的作用。但是，无论是单个链游，还是整个 MAGIC 生态的 Token 经济模型，仍需要审慎地设计，才能把整个生态带到更高的高度。事实上，Treasure DAO 离真正的成功，还有一段距离，社区文化 + MLP 的策略是不是链游的正确演进，也尚未可知。

Link to original article:

https://news.marsbit.co/20221228085425005540.html

Play-to-Own: Ownership of Web3 apps from a game perspective @memeswap

I think the combination of Web3 and games will usher in a new era of Play-to-Own games. In our view, the growth of economic activity in games will dramatically increase the reach of the games industry's products (" TAM ") and drive value creation. Web3 games with NFT integration have been much more successful in terms of player retention, user growth, and revenue than Web2 games. (They haven't, but it's a nice fantasy that the P2E model attracts speculators who will eventually spiral to death by mining and selling.)

For P2E project parties, it is necessary to maintain the balance between token supply and demand, limit in-game investment behavior, and extend the project life cycle. As game developers figure out how to turn revenue-seeking gamers into consumers (which in itself has to do with the audience they attract with the P2E model, which many gamers in the real console gaming community reject), content and experience are king.

The author believes that play-to-own is the future of games. The consistency and real ownership of incentives are realized through P2O mode. Players who have made contributions to games are encouraged in the form of tokens or game assets. In the past, the UGC creator's interests have often been neglected by developers, and web3 May be a good way to protect this, which is already evident in the sandbox.

In the end, I came to the conclusion of what a successful web3 game should look like:

1. Game world building and IP growth, allowing more users to participate in the construction of the game, generating more UGC, more story and gameplay.

2. Immersive social and MMO experiences, with greater emphasis on customization, identity building, and social interaction, are examples of what works well in web2 games.

3. In-depth exploration of economic model, adjusting token inflation level according to player growth rate, continuously stimulating UGC output.

4. Full community involvement. The framework for game evaluation is also given

I also present a framework for game evaluation

1. The background of the team should be the cooperation between game developers and crypto people. In addition to game development, the team needs to understand how to promote the value accumulation of tokens and NFT, manage coffers and incentive programs, use mechanisms provided by smart contracts (such as pledge) to accelerate the growth of games, and carry out community building.

2. Distribution channels need to be tailored to different demographics: experience gamers, hardcore gamers, UgCs, traders, etc

3. Sustainability of the game economy, managing inflation and dampening economic volatility.

think

P2E 模式在经历了几轮行情之后，最终无一沦为盘子。而游戏资产的所谓所有权，也会随着项目方的倒闭或者下跌而失去价值。无论是单 Token 、双 Token 甚至三 Token 的模式，最终也只能稍微延长项目的死亡螺旋。但是本文提出了很独到的观点——UGC 创造价值，这在既往的 dota 玩家自制地图和 steam 玩家工坊都见证了这一逻辑的有效性，UGC 能够极大的增加游戏的可玩性和生命周期，而在传统游戏行业中，对于 UGC 的激励并不到位，更多是用爱发电。 

And   The essence of Web3 is the redistribution of the means of production, which can be well combined with UGC creation. The project side should stimulate the creative vitality of the community through reasonable incentive and co-creation mechanism, so as to jointly create more valuable and longer life cycle games. In addition, many independent games released on steam platform are criticized for demo release, slow development progress and low development quality after collecting money. In this situation of the game industry, it may be possible to optimize by means of Web3 community vault, which pays the project side through the development progress. And let the community co-create the game content.

Link to original article:

https://www.theblockbeats.info/news/32069

a16z Partners: Earn while Playing mode brings more ordinary people into the crypto world @wes

1. 推出新的 NFTs 必须在某些方面与实际的努力相挂钩，这能从根本上防止恶性通胀（经验值 Token 化）。 

2. There is a stickiness to a community where people feel that it is theirs and that they are reaping the benefits of being part of it, rather than letting others extract value from them.  

3. Once you get involved and have a surplus income, a lot of people change their mindset: from players to investors. They think "Should I buy Axies for my family so they can start making money too? Should I buy the first piece of land on Axie Infinity and become a virtual landowner?" And so on.

think

The game is a friendlier, more approachable experience into Crypto. The role of community and the change in player mentality (I like to think of it as ahamoment) that this article describes have implications for the to earn genre.

Link to original article:

https://www.panewslab.com/zh/articledetails/1638169781674042.html

How did The Beacon build a games-centric GameFi@SCaesar

上个周期的 GameFi 很难实现正向的外部性收入，而陷入旁氏经济的困境，而 The Beacon 游戏把好玩放在了首位，支持多种游戏模式，有一定的游戏挑战性和社交互动性，真正的以 Game 为目的。The Beacon 的免费玩模式提供了很低的进入门槛，让任何人都可以任玩，而付费角色的玩家们则有一些差异化的设计。The Beacon 的宠物机制和作为 Treasure DAO 生态游戏的可互操作性也值得期待。The Beacon 目前使用 MAGIC 和 BCN 作为游戏内 Token ，尚未推出的经济机制设计是否合理将决定其可以抵达的高度。The Beacon 完成了可玩原型的启动，主要是单人 PvE 模式，后续将会有宠物生成阶段、ALPHA 发布、多人合作 PvE 等等。

think

With games at its core, The Beacon designs games that are challenging and socially interactive, which will appeal to many non-financially motivated players. At The same time, The Beacon allows anyone to play by lowering the barriers to entry, while allowing those willing to pay to pay for NFT and differentiation, making the game more playable and economically designed, while maintaining the number and activity of early game players, to develop into a more mature GameFi ecosystem. The Beacon provides a relatively novel idea, but it remains to be seen whether it can attract a sufficient number of users, design a reasonable economic mechanism, and whether players are willing to pay for the gameplay, so let's keep looking forward to it.

Link to original article:

https://foresightnews.pro/article/detail/21488

Get to The TreasureDAO of The Beacon, which is a phenomenon game

This paper introduces the origins, economic models, communities, ecological projects and future development of TreasureDAO.  

TreasureDAO originates from the LOOT ecology, with the vast majority of team members coming directly from the community.  

Treasure Ecosystem has more than 10 games and infrastructural projects, including NFT market Trove, decentralized trading platform Magicswap, game Bridgeworld, and has incubated more than 10 games (including The most popular one, The Beacon).

think

1. TresureDAO is the mainstay of NFT and Gamefi ecosystem in Arbitrum. The recent boom of Arbitrum is closely related to TresureDAO (along with GMX and Dopex).

2. TreasureDAO aims to become Nintendo. Its MAGIC is very similar to arcade and video game halls we played when we were children. After investing in video game coins, you can fly freely in a variety of games. From the current layout of TreasureDAO, the future can be.

Link to original article:

https://www.theblockbeats.info/news/32831?search=1

Cipholio BitMart joint report | 2023 where we are? Crypto investment trend from five core track evolution logic

1. Public chain: The author believes that in solving the core problem of capacity expansion, the public chain develops in two general directions: "universal public chain" to meet the needs of "breadth users" and "special public chain" to meet the needs of "vertical users". The supercomputing platform provided by the high-performance public chain can meet the large number of Web2 users' demands for entry, and the modular public chain can serve Web3 header applications to meet more on-chain native demands and innovations.

2. Defi: Bullish on the future development of on-chain order books, derivatives agreements and synthetic assets.

3. Gaming: I believe that panchain games without distinctive features will not survive in the future, and that game teams will have to choose between playability and financialization. Now the overall industry model is not fixed, do not look at the game industry macro middleware, such as gold mining union data service platform and so on, integrated game studios are more worthy of favor. Along the P2E/X2E direction, we continue to look for teams that innovate in Token design and application scenarios and have exceptional operational and narrative capabilities. In the direction of AAA/Metaverse, we will pay more attention to the development of infrastructure to meet the needs of more assets and even gameplay chain, such as cloud games, AIGC, game wallet, vertical NFT trading platform for game assets, etc.

4. NFT: Judging from the total number of proposals and the number of approved proposals, the observed trend is that the community is paying more attention to the development path of NFT finance. Practical NFT, which is more closely integrated with Web2, still has a long way to go in the implementation level. The lack of fresh narrative on the supply side and the tightening of investment on the demand side are not only the problems of NFT, but the liquidity problems will be amplified infinitely by the types and indivisible characteristics of NFT assets, which leads to the extreme lack of liquidity in the current NFT market. Until NFT asset classes are enriched, any project that claims to solve NFT liquidity problems is looking for a nail with a hammer.

5. Social: The social domain is a classic "infrastructure-middleware-application" framework built around composable rows of data.

think

It covers the main track of the industry with a concise framework, and summarizes the viewpoints of the organization. The content of the article can be regarded as the literacy of the unfamiliar track. Some of the NFT standards mentioned in it are also the first time for me to hear them. Everyone has a similar development path for the entire crypto market, which is that the progress of infrastructure generates new applications, and the demand for new applications drives the development of infrastructure.

Link to original article:

https://mp.weixin.qq.com/s/yZOQIqgy_DXANEoQ_vCvWA

Web3 Data Track: The Landscape, layers and future of user data

The Web3 data domain will be crucial to the new order, with great potential for growth. This article discusses Web3 data structures, typical players in the existing Web3 data space, future trends, and some investment ideas. The core ideas are as follows:

1. Web3 breaks data silos and returns data rights to individual users. Users own their own data, allowing them to carry and use it on the Internet.  

2. The structure of Web3 data domain can be divided into four levels: 1) data sources. 2) Data acquisition. 3) Data query and index. 4) Data analysis and application. The dispersion, scalability, speed, and accuracy of each level are unmatched. We tend to judge a project's potential by these main indicators.  

3. With the gradual increase of data market participants and the accumulation of data itself, the value of data will increase substantially. Protecting user privacy while leveraging data to generate greater value will continue to be an important priority.  

4. One of the most important use cases for the future of Web3 data is to build a decentralized reputation system. Based on this credit system, it will be possible to unlock various financial scenarios such as credit lending. While there have been unicorn projects that have raised tens of billions of dollars, the Web3 data space is still in its infancy and there are many data scenarios to service. If you choose one of these, you will most likely be able to develop and grow in the world of Web3.

think

The Web3 data circuit is a good direction for novice entrepreneurs to try, but there are many niche areas in this direction. Choosing the right startup direction is one thing, but timing is another, and right now we're almost certainly on the eve of an explosion of on-chain data and apps, and it's the perfect time to get on the track.  

Reviewing the development of Web2 data field, from the rise of search engines to the current e-commerce and short videos, almost all point to a core "recommendation algorithm". This is exactly what Web3 lacks right now. Recommended reading the other day is "The NFT Discoverability Dilemma: How to Reach your Target Audience?" Also mentioned about this. OpenSea lacks the ability to personalize recommendations to users. Thus, as the Web3 data market and applications evolve, the market needs to understand the user's "recommendation algorithm" more and more.

Original link

欢迎加入律动 BlockBeats 官方社群：

Telegram 订阅群：https://t.me/theblockbeats

Telegram 交流群：https://t.me/BlockBeats_App

Twitter 官方账号：https://twitter.com/BlockBeatsAsia