Bull run chain game 2.0 new opportunities: Focus on high-playability projects to find the next holy grail

Introduction

The death spiral of blockchain games in the 1.0 era is still fresh in people's memories. Now, blockchain game 2.0 projects that focus on playability have emerged, seemingly poised to lead a new direction of development. This article explores whether such playability-focused blockchain games are most likely to become "holy grail" projects in the next bull market, and how users can logically seek out and strategically position themselves in these projects in advance.

1. About the "Holy Grail"

1. Cryptocurrency "Holy Grail"

After Ethereum transitioned to a POS consensus, the annual deflation rate is about 0.43%. With the bull market accelerating deflation, coupled with the prosperity of L2, Ethereum is expected to rise significantly in the future.

2. The "Holy Grail" of the Chain Game 1.0 Era

Representative project:

• Axie Infinity: Total revenue exceeds 400 million USD, with a highest circulating market value of 10.4 billion USD
• STEPN: Total revenue exceeds 200 million USD, with a peak circulating market value of 2.3 billion USD

3. The "Holy Grail" of Blockchain Gaming 2.0

Estimated Standard:

• Total revenue exceeds 300 million dollars
• Daily earnings are between 2 million and 10 million USD
• The highest circulating market value exceeds 15 billion USD.

2. Subcategories of Blockchain Games: Asset Composition

According to the composition of assets, blockchain games can be divided into the following four categories:

1. NFT breeding-based games: such as Axie Infinity, STEPN
2. NFT mining and DeFi combinatorial games: such as MBOX, Tiny World
3. Full-Chain Games: such as Dark Forest, Loot
4. Only games with core assets on-chain and high playability.

Category 4 games are the most likely to reach the "Holy Grail" in the next bull market and are a key focus of research. Their characteristics include:

• Focus on playability and product experience
• Core assets on-chain
• Focus on building the user ecosystem

3. Case Analysis: Projects Competing for the "Holy Grail"

1. Matr1x Fire: Web3 version of CS:GO

• Developed by a major game studio team with extensive FPS development experience.
• Successfully raised 10 million USD
• Adopting a Web3 business model, issuing various NFT assets
• Looking for FPS players to expand the incremental market
• Currently performing outstandingly, expected to become a "Holy Grail" project.

2. SERAPH: Web3 Version of Diablo

• Developed by a game company listed in South Korea
• Conducted two internal tests, user feedback is positive.
• gameplay is similar to the Diablo series
• Main assets are equipment, gemstones, etc.
• The operational aspect still needs to be strengthened.

3. Oil War: Web3 Version of Oil Tycoon

• The complete process from simulated oil extraction to sales
• Integrating Web2 and Web3 economic models
• Plan to build a complete gaming ecosystem
• In the early stages, there is considerable room for growth.

4. Summary

Ideas for chain game projects that may become the "Holy Grail" in the next bull market:

1. Focus on projects that can attract a large number of new users.
2. Prioritize games with high playability and core assets on-chain.
3. Analyze and imitate traditional blockbuster game Web3 products

Currently, Matr1x stands out the most, while Seraph and Oil War also show potential. The "Holy Grail" project is elusive and requires in-depth research on various aspects.