Игровые токены потеряли до 97%от привлеченных сумм

cryptonews.ruPubblicato 2023-08-09Pubblicato ultima volta 2025-05-09

В секторе Web3-игр продолжается падение стоимости токенов. Многие проекты, которые ранее привлекли крупные инвестиции, сегодня торгуются по стоимости, далекой от начальных оценок. Рыночная капитализация некоторых игровых активов упала почти до 0, хотя раньше их поддерживали крупные фонды и венчурные инвесторы. Это говорит не о временной коррекции, а о полной переоценке сектора.

По данным Tokenomist, ситуация особенно тяжелая у ряда популярных проектов. Так, токен GUNZ собрал $82 млн, а сейчас его рыночная стоимость составляет всего $36,2 млн. У MYTH зафиксировано падение с $281 млн до $115,3 млн. Проект SIPHER опустился с $44 млн до $5,2 млн. AVG стоит лишь $800 тыс при привлеченных $27,2 млн. AURY обесценился с $108,8 млн до $8,4 млн. Потери составляют от 70% до 97% от изначальной оценки.

Причин резкого обвала несколько. Разработка игр занимает много времени, и проекты до сих пор находятся на стадии бета-тестирования. Пользовательская база слабо растет, а механики монетизации остаются неэффективными. Также на курс влияет слабая утилита токенов, которые не нужны вне игры. Дополнительное давление создают регулярные разблокировки активов у ранних инвесторов.

Падение рыночной стоимости приводит к снижению ликвидности. Торги сжимаются, появляется больше убыточных сделок. Разблокировки токенов становятся катализатором очередных волн продаж. Это делает восстановление стоимости практически невозможным.

Проблема становится системной. Отток капитала из GameFi-отрасли продолжается, а запуск новых токенов уже не вызывает ажиотажа. Венчурные фонды сокращают долю инвестиций в игровые направления. При этом разработчики не пересматривают подходы к токеномике. В итоге рынок не видит перспектив даже у активных команд. Если проекты продолжат эмиссию без фундаментальных изменений, ситуация может ухудшиться. Многие трейдеры уже отказываются от участия в пресейлах.

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