从拥抱加密求变到放弃NFT离场,GameStop经历了什么?

Odaily星球日报Pubblicato 2024-01-16Pubblicato ultima volta 2024-01-16

Introduzione

GameStop在2023年1月至10月底期间,从销售数字资产(指NFT)中获得了280万美元的收入。

原文作者:Andrew Hayward

原文编译:深潮 TechFlow

NFT 曾经不仅是加密市场的宠儿,也是传统领域公司吸引关注和提振业务的一剂良药。

这其中,就包括知名的 GameStop (游戏驿站)。

2021 年, 还有印象的读者肯定能够想起 GameStop 的股票曾经上演了一幕散户揭竿而起,暴打华尔街精英资本的好戏。机构认为其传统零售业务乏力而做空其股票,但散户买入热情高涨,最终导致史诗级轧空行情出现,机构的对冲基金造成巨大财务损失。

而 GameStop 公司本身,也曾积极拥抱 NFT,试图缓解业务乏力的问题。

但在首次暗示对 NFT 感兴趣不到三年后,GameStop 却决定放弃其 NFT 市场。

从散户平权的精神图腾,到拥抱加密积极求变,最后到现在的黯然离场... GameStop 是如何一路走来,又为何放弃了业务?NFT 对传统公司来说,是一门赚钱的生意吗?

从 Decrypt 梳理的该公司业务变化的时间线中,或许我们能够找到一些启示。

2021 年 4 月:游戏驿站招聘区块链分析师

2021 年 4 月,GameStop 发布了一份区块链安全分析师的职位招聘,暗示他们计划推动 NFT。当时一位金融科技招聘人员表示,由于职位重点在于安全性,很可能游戏驿站正计划在加密领域推出一些“严肃”的东西。

2021 年 5 月:游戏驿站启动神秘网站

2021 年 5 月,GameStop 通过一个简约的登陆页面表示,它正在继续为其区块链项目招聘员工。当时尚不清楚其会推出 NFT 收藏品、代币、市场还是其他完全不同的东西。

不过,这个登陆页面包含了许多提示和复活节彩蛋,比如 GameStop 以太坊智能合约的链接,该合约从 Immutable 的 Gods Unchained 卡牌游戏中获得了一个 NFT。该预告网站还隐藏了一个“endless runner”浏览器游戏。

2022 年 1 月:区块链部门成立

到 2022 年 1 月,GameStop 已经建立了其区块链部门,并雇佣了 20 名员工来工作其即将推出的加密计划。消息传出后,GameStop 的股票上涨了 31% 。

2022 年 2 月:与 Immutable 达成协议+ 1 亿美元基金

GameStop 在 2022 年 2 月宣布与加密初创公司 Immutable 合作,推出价值 1 亿美元的赠款基金,为希望使用 Immutable X 区块链并与 GameStop 合作发布其 NFT 的开发商提供 Immutable 的 IMX 代币。

该消息还证实 GameStop 将在其即将推出的 NFT 市场中使用 Immutable X 区块链(GameStop 的市场还使用另一个以太坊扩展网络 Loopring)。

到目前为止,GameStop 对其区块链计划一直保持沉默。

2022 年 2 月:GameStop 出售价值 4700 万美元的 IMX

事态有些尴尬,GameStop 出售了价值 4700 万美元的 IMX 代币,导致 IMX 的价格在 24 小时内暴跌 23% 。虽然代币支付是预先安排的交易的一部分,但外部人士可能会将此视为 GameStop 寻求立即兑现并从其加密货币合作伙伴关系中获利——甚至在推出加密产品之前。

2022 年 5 月:GameStop 推出 NFT Twitter 账号和钱包

GameStop 开设了专门推广其 NFT 计划的 GameStop NFT Twitter 账号。该账号在 2022 年 5 月写道:“互联网为通信做了什么,区块链就为价值做了什么。”它补充说,公共、无需许可、可信的价值层赋予权力给玩家,宣扬加密货币的潜在好处。然而,此时 NFT 市场的销售已经开始逐渐下滑。

同年 5 月,GameStop 还推出了其浏览器扩展加密和 NFT 钱包,并在推特上发布了全年许多不同的钱包补丁更新。

2022 年 7 月:NFT 市场推出和裁员

2022 年 7 月,在巨额亏损一个月后,GameStop 解雇了其首席财务官并裁减了其业务部门的员工。几天后,它推出了期待已久的 NFT 市场测试版,该平台要求 NFT 创作者提交申请以获得批准,才能在其平台上列出或进行铸造。

GameStop 的 NFT 市场在推出后前两天的交易量超过了 3100 以太坊,当时价值约 350 万美元。虽然与 OpenSea 等最大的 NFT 市场相比不多,但 GameStop 超过了 Coinbase 的 NFT 市场努力。

在此期间,GameStop 继续鼓励开发商申请其 1 亿美元的资助计划。

2022 年 10 月:GameStop 终于增加了游戏 NFT

在推出 NFT 市场三个月后,GameStop 终于在其平台上添加了 Immutable X 游戏 NFT。这意味着 Gods Unchained、Illuvium 和 Guild of Guardians 等游戏中的 NFT 物品或资产可以通过 GameStop 的 NFT 市场进行买卖。在此之前,GameStop 只在其平台上销售了头像风格的 NFT 和艺术 NFT。

根据美国证券交易委员会 (SEC) 的一份文件, 2022 年 11 月,GameStop 通过苹果 App Store 发布了适用于 iOS 移动设备的版本,进一步推动了加密货币和 NFT 钱包的发展。

2023 年 3 月:SEC 文件表明 NFT 计划不达预期

GameStop 在 2023 年 3 月向 SEC 提交的文件中对区块链的风险评估中写道:“我们的新数字资产产品和服务可能无法达到我们预期的结果,并可能使我们面临新的风险。”

该公司继续说道:“如果我们无法成功实施和运营这些数字资产计划,我们可能会产生意想不到的成本和损失,并面临其他不利后果,例如负面声誉影响。”

GameStop 进一步表示,其区块链产品使公司面临“与任何新产品产品相关的风险”类似的风险,包括但不限于我们准确预测市场需求和接受度的能力、创作者和买家的接受度、运营的技术问题产品以及法律和监管风险”。

2023 年 6 月:GameStop 解雇 CEO

GameStop 在其 NFT 市场推出后一年内就解雇了领导该公司进军区块链和 NFT 的首席执行官。

2023 年 8 月:GameStop 取消加密钱包

2023 年 8 月,GameStop 在其 NFT 市场网站表示,由于“加密货币领域的监管不确定性”,该公司将于 11 月停止推出其加密钱包。

大约在这个时候,Coinbase 和 Binance 等交易所与 SEC 的备受瞩目的加密诉讼仍在继续。

2023 年 9 月:NFT Twitter 账号沉寂

GameStop 专注于 NFT 的 Twitter 帐户(该帐户主要宣传其 NFT 市场认可的艺术家和作品集)已经停止发布内容。不过,在 2023 年 12 月之前,该账户一直在零星地回复一些用户。

目前尚不清楚负责该账户的员工是否已被解雇、被重新分配到其他角色,或者只是被告知停止在该账户上发布“gm”等类似内容。

2023 年 11 月:GameStop 钱包停止服务

GameStop 给其加密钱包用户大约三个月的时间,让他们在 11 月关闭之前将其资产从其产品中转移出来。该钱包最初针对 Chrome 浏览器和 iOS 发布。

2023 年 12 月:NFT 的收入很低

2023 年 12 月,GameStop 的季度收益报告显示,该公司在 2023 年 1 月至 10 月底期间,从销售数字资产(指 NFT)中获得了 280 万美元的收入。这与 2022 年同期 7700 万美元的数字资产销售额相去甚远。

2024 年 1 月:游戏驿站 NFT 市场即将关闭

到一月份,GameStop 明确了自己的意图:其 NFT 市场将关闭。然而,这家上市公司再次对其关闭 NFT 平台的计划保持沉默,并对相关的回应要求不予置评。

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