Delphi Digital:值得关注的 7 个亚洲加密游戏生态

MarsBitPubblicato 2023-10-11Pubblicato ultima volta 2023-10-12

Introduzione

XPLA 采用 Web2.5 方法,重点是通过将位于其应用程序层的链外内容与许多 Web3 功能链接起来,慢慢地将 Web2 业务/游戏过渡到 Web3。

我们(Delphi Digital)刚参加了亚洲两大加密相关会议——韩国区块链周和 Token 2049,借此机会想重点介绍一下我们所关注的该地区一些最有前途的区块链游戏项目。以下是 7 个值得期待的生态系统:
1.Ronin Network

Web3


根据钱包活跃度,Ronin 是最活跃的 Web3 游戏生态系统之一。该生态系统正在快速向拥有独立游戏首个 1000 真实粉丝所需活跃用户基数的少数游戏生态系统之一转型。
2.AstarNetwork

Web3


Astar 是一个“直达市场链”,它弥合了日本和国际市场的差距。它也是 Polkadot 最大的平行链之一,并拥有软银、电通、微软日本、亚马逊日本等知名企业客户。
3.Oasys

Web3


Oasys 是一个可扩展的无 Gas 游戏基础设施合作伙伴,与一些游戏行业巨头合作。该生态系统已经建立了许多著名的游戏相关合作伙伴关系,包括 SEGA、Bandai Namco Research、Ubisoft、Square Enix、Netmarble 等。
4.Iskra
Iskra 通过以下激励机制向平台各利益相关方分配价值和注意力:

  • 平台奖励(分红);
  • 任务奖励(代币券);
  • 服务福利(资格) ;
  • 活动福利(可访问性)。
Web3


5.XPLA
XPLA 采用 Web2.5 方法,重点是通过将位于其应用程序层的链外内容与许多 Web3 功能链接起来,慢慢地将 Web2 业务/游戏过渡到 Web3。

Web3


6.MARBLEX
MARBLEX 继续展示其对 Web3 倡议的专注(短期内将有两款新游戏与 gMBXL 集成推出)。他们以季节性抵押计划为特色,以促进开发者、投资者和玩家用户类型之间的协同行为。

Web3


7.Intella X
该公司正在尝试一个有趣的“贡献证明”服务协议,该协议测量链上和链下数据的组合。开发者和用户然后根据这些指标获得代币奖励。

Web3


向公众敞开大门并提供可玩版本的资金充足的区块链游戏数量正在不断增加。2024 可能是更广泛的玩家情绪发生转变、注意力重新转向游戏的一年。

Letture associate

Macroeconomic Origins of the African Payments Market Structure

Africa’s payment landscape exhibits the world’s highest mobile money penetration and fastest cryptocurrency adoption. This is not a market anomaly but a macroeconomic inevitability driven by deep structural factors: a vast, young population, heavy reliance on commodity exports and remittances generating massive cross‑border payment needs, and a chronically underdeveloped formal banking system plagued by de‑risking, high inflation, and currency instability. This vacuum has allowed mobile money (e.g., M‑Pesa) to become the primary payment channel domestically, while cryptocurrencies—particularly stablecoins—serve as a store of value against local‑currency depreciation and a lower‑cost cross‑border medium. The key divide is the Sahara: North Africa integrates with the MENA oil‑centric financial system, while Sub‑Saharan Africa, facing acute dollar shortages and fragmented currencies, is the epicenter of this fintech surge. Structural reliance on dollars, driven by trade deficits and weak local currency credibility, creates persistent dollar scarcity, which crypto and mobile payments effectively address. Efforts like the Pan‑African Payment and Settlement System (PAPSS) aim at de‑dollarization, but these alternatives will remain essential as long as underlying economic constraints—commodity dependence, limited industrialization, and financial exclusion—persist.

marsbit7 min fa

Macroeconomic Origins of the African Payments Market Structure

marsbit7 min fa

AAOI Defies Trend with Over 10% Surge, 'New Stock God' Serenity Predicts Potential to Double Again

On June 4th, despite a significant sell-off in the broader AI and semiconductor sector triggered by Broadcom's disappointing guidance, Applied Optoelectronics (AAOI) surged over 11%, showcasing a sharp divergence in market sentiment. Broadcom's warning about potential supply chain diversification by key customer Google and a weaker-than-expected outlook punctured the high-flying AI valuation narrative. This led to heavy selling in names like Broadcom (-12.6%) and Micron (-7%), with funds rotating into traditional industrial stocks. AAOI defied this trend. The stock has experienced high volatility recently, driven by bullish analyst coverage, notably from Rosenblatt which raised its price target to $220. Key catalysts include initial 800G optical module revenue from Amazon, potential certification from Oracle, and strong demand across its product portfolio. The company has reported cumulative orders for 800G/1.6T modules exceeding $324 million and is aggressively expanding manufacturing capacity in Texas, targeting an annualized run-rate of $1.4 billion for its module business by Q3 2027. However, AAOI's fundamentals present a mixed picture. Its Q1 2026 results missed expectations, showing a GAAP net loss, and Q2 guidance points to merely breakeven adjusted EPS. Risks include a delayed 800G production ramp to the second half of the year and high dependence on a few key cloud customers. Recent stock sales by company executives near price highs also noted. The article suggests AAOI's rally reflects a market beginning to differentiate within the AI ecosystem. While Broadcom's issues prompted a reassessment of custom ASIC and customer concentration risks, funds flowing into AAOI indicate a belief that the "physical bottleneck" narrative for optical connectivity—where supply remains tight—remains intact and is somewhat decoupled from the current sector weakness. The sustainability of AAOI's premium valuation now hinges on the successful execution of its production plans and upcoming quarterly results.

marsbit13 min fa

AAOI Defies Trend with Over 10% Surge, 'New Stock God' Serenity Predicts Potential to Double Again

marsbit13 min fa

Worried about AI's Self-Evolution, Anthropic Intends to Stop Training?

In early 2026, Anthropic signaled a significant shift in its public narrative regarding AI development timelines and safety. In June, its Anthropic Institute published a detailed article, "When AI builds itself," presenting internal data suggesting accelerating AI self-improvement. Key figures included over 80% of merged code being written by Claude and a 52x speedup in certain optimization tasks. The article outlined three future scenarios, with the most speculative being full recursive self-improvement (RSI), where AI autonomously builds better successors. Anthropic stated RSI is "possible" and may arrive faster than most institutions are prepared for. This narrative pivot followed a series of strategic moves. In January, CEO Dario Amodei wrote about a powerful self-improvement feedback loop. In February, Anthropic revised its Responsible Scaling Policy, removing a core commitment to pause training if capabilities outstripped safety controls, citing the risk of falling behind competitors. This change coincided with reported pressure from the US Department of Defense. By May, Anthropic's valuation had soared to $965 billion. Anthropic's stance was mirrored by other industry leaders. DeepMind CEO Demis Hassabis adjusted his AGI timeline to "by 2029" and admitted to using provocative language like "foothills of the singularity" to create urgency. OpenAI also released a model claiming a key role in its own creation process. The article's carefully calibrated tone—presenting dramatic data alongside qualifying footnotes—exemplifies a balancing act between signaling technological acceleration and managing commercial, regulatory, and safety imperatives. External experts offered contrasting interpretations of the same data, from warnings of catastrophic risk akin to Chernobyl to skepticism that current automation merely handles "grunt work," not genius. The coordinated narrative shift among top labs highlights the complex interplay between perceived technical inflection points and strategic communication aimed at investors, regulators, and the public.

marsbit16 min fa

Worried about AI's Self-Evolution, Anthropic Intends to Stop Training?

marsbit16 min fa

Trading

Spot
Futures

Articoli Popolari

Come comprare GAS

Benvenuto in HTX.com! Abbiamo reso l'acquisto di GAS (GAS) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente GASGAS.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva GAS (GAS)Dopo aver acquistato GAS (GAS), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia GAS (GAS)Scambia facilmente GAS (GAS) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

231 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare GAS

Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di GAS GAS sono presentate come di seguito.

活动图片