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Cryptocurrency News Articles

Dimensionality Reduction Strike is Brewing as Traditional Gaming Giants All in Chain Games

May 19, 2025 at 12:22 am

When traditional gaming giants All in chain games, a dimensionality reduction strike is brewing, Twitter: x.com/MaplestoryU

Dimensionality Reduction Strike is Brewing as Traditional Gaming Giants All in Chain Games

When traditional gaming giants all in chain games, a dimensionality reduction strike is brewing, Twitter: x.com/MaplestoryU

1. Airdrop event review: A textbook market education

The $600 U airdrop from Binance Alpha is by no means accidental—this is NEXON's carefully designed chain game declaration. The project team has completed three things with real money:

1. Establish market trust (direct issuance without tricks)

2. Screening real users (high barriers to prevent exploiters)

3. Demonstrate financial strength (parent company $100 million reserve has been received)

Behind those who knew early, it reveals that most people have yet to realize: the gameplay of traditional gaming giants entering Web3 is on a completely different dimension from grassroots projects.

2. Project fundamentals: Reconstructing chain game rules with twenty years of gaming industry accumulation

1. IP moat:

MapleStory's global cumulative users exceed 180 million

Derivative IP matrix (DNF/Bubble Hall/Racing Kart) can be accessed anytime

- This is the first chain game asset that "even parents know"

2. Innovation in economic models:

Original "dual-token + Layer1" architecture:

- $NXPC (governance/trading)

- $NESO (in-game stable token)

- Self-developed chain completely solves the Gas fee pain point

- No private placement design + token destruction mechanism = extremely simplified supply curve

3. *Team battle power assessment:

- NEXON's annual revenue remains stable at $2 billion

The blockchain team is led by the original (MapleStory) economic system designer

Korean government's strategic investment in Web3 fund

3. Market expectation gap

Three major explosive factors yet to be priced in

1. Expected launch in Korea:

Referencing Klaytn's average increase of 380% in the first week of launch

Korean retail investors' enthusiasm for local IP has yet to start

2. Gold mining ecological scale:

Domestic studios have started bulk purchasing game NFTs

Expected annualized return rate calculated at 217% (data source: GuildFi)

3. IP synergy effect:

Bubble Hall NFT blind box testing

Racing Kart chain game version enters alpha

Long-term value anchor:

- Observe whether Q3 game MAU can break 500,000

- Focus on the scale of NESO stable pool reserves

When the old money of the traditional gaming industry starts to seriously play Web3, those chain game projects relying on PPT financing should tremble

—— An anonymous comment from a top venture capital partner

Current market cap of $500 million only reflects IP value; if the game ecology explodes as expected, the valuation system will switch to:

Metaverse platform valuation (referencing Sandbox)

Game public chain valuation (referencing IMX)

Cultural asset valuation (referencing Yuga Labs)

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Other articles published on May 19, 2025