加密货币游戏市场在 2024 年呈爆炸式增长。投资方法如下

在 Hamster Kombat 和 Notcoin 等简单的玩赚钱游戏的推动下，加密货币游戏场景在 2024 年呈现爆炸式增长。

The crypto gaming scene has exploded in 2024 on the back of simple play-to-earn games like Hamster Kombat and Notcoin. Telegram, home to these minigames, has become the de facto platform for Web3 gaming and has quickly attracted hundreds of millions of daily players.

在 Hamster Kombat 和 Notcoin 等简单的赚钱游戏的推动下，加密货币游戏场景在 2024 年呈现爆炸式增长。 Telegram 是这些小游戏的发源地，现已成为 Web3 游戏事实上的平台，并迅速吸引了数亿日常玩家。

Serious gamers aren’t being left out either. Illuvium just released its interoperable, three-part massively multiplayer online game to the world which has been decently received thus far.

认真的游戏玩家也不会被排除在外。 Illvium 刚刚向全世界发布了其可互操作的、由三部分组成的大型多人在线游戏，迄今为止该游戏受到了良好的反响。

But with so many titles being released – and most being, for lack of a better term, crap – how do investors sort the good from the bad?

但随着如此之多的游戏发行——而且大多数由于缺乏更好的术语而都是垃圾——投资者如何区分好与坏呢？

Aussie analysts Pav Hundal and Ted Coaldrake sat down on Tapping Into Crypto to discuss the latest Web3 gaming trends.

澳大利亚分析师 Pav Hundal 和 Ted Coaldrake 坐在 Tapping Into Crypto 上讨论最新的 Web3 游戏趋势。

Why Are Blockchain Games so Up and Down?

区块链游戏为何如此起起落落？

The duo kicks the podcast off by discussing the difficulties of the current blockchain gaming scene. Although several GameFi projects have exploded in 2024 – these are mostly restricted to “second monitor” play-to-earn games, rather than the large ambitious titles you might see on console or Steam.

两人通过讨论当前区块链游戏场景的困难来拉开播客的序幕。尽管多个 GameFi 项目在 2024 年爆发，但这些项目大多仅限于“第二显示器”玩赚钱游戏，而不是您可能在主机或 Steam 上看到的大型雄心勃勃的游戏。

There are a few reasons for this.

这有几个原因。

Crypto games have tended to lack “staying power”, quite likely due to the crypto market’s major fluctuations. If the value of play-to-earn games plummets on the back of a broader crypto winter, the incentive for gamers to participate in – let’s face it – mediocre games is simply not there.

加密游戏往往缺乏“持久力”，很可能是由于加密市场的大幅波动。如果在更广泛的加密寒冬的背景下，玩赚钱游戏的价值直线下降，那么让我们面对现实吧，游戏玩家参与平庸游戏的动力根本就不存在。

This can be seen through the performance of the once-massive Axie Infinity, which peaked in 2021. The game’s native coin, AXS, has fallen from its heights of US $160 (AU $241) to just US $4.50 (AU $6.80)

这可以从曾经火爆的 Axie Infinity 的表现中看出，该游戏在 2021 年达到顶峰。该游戏的原生代币 AXS 已从 160 美元（241 澳元）的高点跌至仅 4.50 美元（6.80 澳元）。

The hosts also note that crypto games require a lot of time and money to be built, which can quickly burn a hole in the developer’s pockets if they can’t engage a lasting community.

主持人还指出，加密游戏需要大量时间和金钱来构建，如果不能吸引持久的社区，开发者的口袋很快就会被掏空。

Crypto Gaming May Have a Huge Target Market in the Future

加密游戏未来可能有巨大的目标市场

It’s not all bad news though.

但这也不全是坏消息。

The market’s most popular game (outside of the P2E Telegram titles) is Pixels.xyz, which boasts a healthy 2.4 million users.

市场上最受欢迎的游戏（除了 P2E Telegram 游戏之外）是 Pixels.xyz，它拥有 240 万用户。

They note that Fortnite, the most popular non-crypto game, sees over 220 million monthly unique users.

他们指出，最受欢迎的非加密游戏《堡垒之夜》每月拥有超过 2.2 亿独立用户。

While there is a huge disparity in numbers there, it also shows the potential market if a Web3 game were to hit it big.

虽然数量上存在巨大差异，但这也显示了 Web3 游戏如果要大受欢迎的话潜在的市场。

GameFi titles have a unique allure, in that users can earn money and participate within an in-game ecosystem.

GameFi 游戏具有独特的吸引力，因为用户可以赚钱并参与游戏内生态系统。

Take Fortnite, for example, which relies on users spending V-bucks to purchase cosmetics. This same principle could apply to Web3 gaming, except instead of using mummy’s credit card, you earn the V-bucks equivalent by playing and participating in the community.

以《堡垒之夜》为例，它依赖用户花费 V-bucks 来购买化妆品。同样的原则也适用于 Web3 游戏，只不过您不使用妈妈的信用卡，而是通过玩游戏和参与社区来赚取等值的 V 币。

Individual Gaming Tokens are Boom or Bust: So What’s the Alternative?

个人游戏代币是繁荣还是萧条：那么替代方案是什么？

The podcast hosts also discuss several ways that investors can tackle the GameFi industry.

播客主持人还讨论了投资者应对 GameFi 行业的几种方法。

There are three main ways to purchase assets – L1 blockchains that facilitate gaming, networks dedicated specifically to gaming, or buying the tokens of individual crypto games.

购买资产主要有三种方式：促进游戏的 L1 区块链、专门用于游戏的网络或购买单个加密游戏的代币。

The latter option is quite risky, as interest in gaming fluctuates drastically both in and outside of the cryptosphere.

后一种选择风险很大，因为加密货币圈内外对游戏的兴趣都剧烈波动。

However, some of the new gaming-dedicated platforms – such as ImmutableX, Beam and Ronin – may present a more diversified investment while still providing exposure to the GameFi industry.

然而，一些新的游戏专用平台——例如 ImmutableX、Beam 和 Ronin——可能会带来更加多元化的投资，同时仍然提供对 GameFi 行业的投资。

The hope is the next cycle, boosted but not led by P2E Telegram phenomena like Hamster Kombat, will bring the infrastructure to GameFi that supports the development of serious, deep games that translate to the everyday gamer.

我们希望下一个周期能够将基础设施引入 GameFi，支持开发适合日常游戏玩家的严肃、深入的游戏，这将推动但不是由 Hamster Kombat 等 P2E Telegram 现象主导。