Hashkey's in-depth long article discussion: GameFi has entered a cooling-off period, what is the next main theme?

After nearly half a year of fiery development, the GameFi track has entered a cooling-off period since December last year. The market has been adjusted and some speculative games with low quality and low quality have been eliminated. Leading projects such as Axie are also facing a slowdown in user growth. The current situation of reduced player income, the entire track is also looking for new narratives and growth points. First of all, we always believe that the GameFi track is an important way to attract players from outside the circle to enter the crypto field. Games are also the initial foothold of the metaverse. In addition, although there are still players who want to be entertained and earn money in the bear market, we are very interested in GameFi. The track is optimistic in the long run. We believe that the layout of the next stage should focus on the following four directions:

1. GameFi with stronger gameplay;

2. "Chain Games Steam";

3. The Gold Association;

4. Game aids. Be

one. market Overview
1.1 The transaction volume fell sharply, and the fluctuation of active users increased
From the data point of view, looking back on 2021, GameFi's transaction volume peaks are concentrated in early August and early November, and the transaction volume in the first week of August and the first week of November both reached about 220 million US dollars. More than 90% of them are from Axie Infinity, and other top-selling games include Alien Worlds, Sorare, Aurory, Gods Unchained, and Crypto Kitties. The trading volume of these games continued to decline after November. By the first week of 2022, GameFi’s trading volume will be around 44 million US dollars, which has dropped by more than 80% compared to the highest point. Axie Infinity’s trading volume is only 35 million US dollars. Around, about 16% of the peak. However, despite the sharp drop in transaction volume, the number of active users of Chain Games has been fluctuating and rising. It has risen from 470,000 at the end of July last year to 1.53 million at the beginning of January this year. The number of active users has more than tripled in half a year. It can be seen from this that although the trading volume dropped sharply after the market calmed down, there are still new users participating in GameFi.