Open Ronin官宣、1kx重注,Ronin能迎来黄金时代吗?

Odaily星球日报Pubblicato 2025-02-17Pubblicato ultima volta 2025-02-17

Introduzione

放弃高质量精品路线,“Open Ronin”战略会让该生态百花齐放吗?

原文作者:Zen,PANews

Open Ronin官宣、1kx重注,Ronin能迎来黄金时代吗?

沉闷的链游赛道终于迎来了一些喧闹声。近日,以太坊游戏网络 Ronin 引发关注——这个拥有最大的Web3游戏社区的生态公布了“Open Ronin”计划,向所有开发者敞开了大门,允许他们在该生态系统中构建新游戏、去中心化应用程序或其他项目。 “Ronin 黄金时代开始了”,对于这次重大变革,Ronin 寄予厚望。

在Web3游戏赛道长期低迷的背景下,Ronin 近些年表现不俗。从去年开年大热的农场游戏 Pixels,到Web3首款上帝模拟游戏 Apeiron,再到“Open Ronin”计划公告中同时披露的热门全链游戏 Pirate Nation,Ronin 凭借其“增长效应”,成为了众多链游团队心向往之的新家园。

全面开放,Open Ronin 或为加速增长新引擎?

过去,Ronin 一直选择走“精品路线”,只筛选出他们认为足够高质量、高品质的项目开发者,并用生态和资源为其精心策划与赋能。

Ronin 联合创始人 Jeff “Jihoz” Zirlin 曾对此表示,加密领域的游戏“过剩”,而玩家需求不足。他还称:“这一策略强调质量而非数量,使我们能够与更少的团队密切合作,并确保他们在不断发展的 Web3 游戏领域取得长期成功。”根据 Dune 显示,Pixel、The Machines Arena、Axie Infinity 和 Apeiron 这四款游戏目前撑起了整个生态,至少占据了 90% 的玩家份额。

Open Ronin官宣、1kx重注,Ronin能迎来黄金时代吗?

而刚出炉的“Open Ronin”计划,显然表明 Ronin 已经放弃了原有的战略。“现在,生态系统更加成熟,市场需求不断增长,转向更加自助的模式是有意义的,这将允许更多的开发人员和创作者在 Ronin 上进行构建、实验和扩展,同时保持其最初吸引人的质量和成功。”Sky Mavis 首席执行官兼联合创始人 Trung Nguyen 在一份声明中表示。

热门游戏 Axie Infinity 的开发商 Sky Mavis 同时也是 Ronin 区块链的设计者。Sky Mavis 发布了 Ronin 开发者控制台作为工具包,以帮助那些在网络上进行构建的人。该工具包将帮助开发人员创建简单的 NFT 列表、赞助交易(使得玩家避免支付 gas 费)和游戏内市场,并将提供智能合约模板。Nguyen 表示:“借助 Open Ronin,我们正在加速增长——解锁比以往更多的游戏、DeFi 和 dApp。”

Zirlin 则声称,通过免许可,Ronin 游戏网络上部署的游戏数量将加速增长。他希望通过这种“百花齐放”的方式,避免 Ronin 错过下一个爆款,复制过去 Axie Infinity、Pixels 的成功,并推动生态进一步的发展。

据 Token Terminal 数据显示,截至 2 月 17 日,Ronin 日活跃用户为 57 万,在所有区块链中排名第六。今年以来,其日活大致在 50 万至 70 万之间浮动。此外,近一年以来,Ronin 的日活、周活用户在 2024 年 8 月达到巅峰的 170 万和 260 万之后,开始不断下滑,并再度回到去年年初时的水平。不过从指标来看,Ronin 仍是全球使用率最高的十个区块链之一。

Open Ronin官宣、1kx重注,Ronin能迎来黄金时代吗?

Open Ronin官宣、1kx重注,Ronin能迎来黄金时代吗?

“头号支持者”1kx对 Ronin 重金押注

本月初,知名投资机构1kx network 宣布,在过去的一年半内,其陆续通过一系列公开市场的流动性购买,已经成为了 Ronin 的 RON 代币的最大持有者之一。1kx称,Ronin 正引领着 Play-to-Earn 对游戏行业的变革,并有望成为下一代游戏领域的核心平台,与 Steam、Epic 等顶级游戏平台分庭抗礼。

与动辄声称推出上千万生态基金的项目不同,截至目前,Ronin 生态基金在整个生态建设上的投入不到 1000 万美元,主要用于投资游戏,而非提供补助。

1kx认为,Ronin 的核心优势是其分发能力,以及最具粘性的早期社区。即便在最艰难的时期,Axie 的核心玩家社群依然活跃,这成为了 Ronin 生态的基石。也正是基于这种分发优势,Ronin 吸引了 Pixels 从 Polygon 迁移至此,并迅速崛起,在 2024 年 5 月达到了日活突破百万的里程碑。Pixels“树挪活”的成功又形成了示范效应,Fableborne、The Forgotten Runiverse 等链游开始纷纷离开其原有生态,迁入 Ronin。

此外,Ronin 也是唯一由应用产品团队打造的链,对游戏经济的实际运营有深入理解,并能为团队提供关于实时代币经济执行的精准指导。

Open Ronin官宣、1kx重注,Ronin能迎来黄金时代吗?

1kx还指出,Ronin 生态的用户是整个加密行业内最具价值的链上交易用户,其 NFT 市场交易额在过去一年位列第 4 ,仅次于 ETH、Solana 和 Base;生态用户过去一年已累计投入超 1000 万美元参与游戏铸造和众筹;30 天新地址留存率比 Base 高 3 倍,比 Solana 高 17.5 倍。1kx认为,上述数据不仅展现了 Ronin 用户的质量,也反映了 Ronin 生态的核心文化:

  • 高诚信:用户和开发者之间建立了深厚的信任关系;

  • 长期主义:经历过牛熊周期,依然保持持续发展;

  • 正和思维:生态各方共同成长,而非零和竞争;

  • 社区至上:强大的社区凝聚力是 Ronin 能够穿越市场周期的关键

“这种精神不仅帮助社区度过熊市,更在 2025 年重新崛起,成为加密消费领域最具价值的社群之一。”

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