Web3 MMOs游戏如何寻找出路？

Odaily星球日报Publicado em 2024-09-05Última atualização em 2024-09-05

Resumo

Web3 游戏，它得先是个游戏，才能谈及 web3 经济模型机制的种种价值。

原文作者：Haotian

昨天， @Delphi_Digital 发布了一篇关于 web3 MMOs 大型多人互动游戏的报告，文中介绍了 @MetaCeneGame 如何基于区块链架构获取用户以及 ServerFi 新游戏范式如何落地的问题。看完之后，简单谈几点感想：

1）黑悟空早期投资人称不会投资 web3 游戏，因为他们就不热爱游戏，这句话引发不少从业者的共鸣。在 GameFi 统领的 web3 游戏市场，这句话确实赤裸且确切地击中了一些 web3 游戏的软肋。

突出 Fi 属性而忽略游戏本身的特性，是让 GameFi 赛道千呼万唤却迎不来下一春的关键。换句话说，web3 游戏，它得先是个游戏，才能谈及 web3 经济模型机制的种种价值。

2）除了 Metacene 之外，web3 MMORPG 赛道方向，还有 Avalon、MapleStory Universe、Project Awakening 等正在布局的有经验团队，除了 GameFi 的短期炒作之外，区块链技术本身具备的便捷支付系统，玩家资产所有权和游戏经济模型透明度等等，对 MMORPG 游戏本身也有不可忽略的创新和激励因子。

虽然劣币驱逐良币的事情每个行业都有，但蛰伏坚持的「良币」才是行业信心所在。

3）Metacene 由盛大游戏、暴雪、完美世界等多家 web2 游戏背景的团队打造，在以更 long-term 的视角来践行 ServerFi 的游戏新范式。其侧重长期参与和价值创造、且降低 Ponzi 结构性风险投机行为的初衷。

这使其看着更像一个 Qualified 的 web2 级体验的游戏，正在尝试用 web3 的通证模型来构建游戏内经济系统。这样的探索能不能成还不得而知，但在人人怀疑 web3 游戏「价值观」错位的当下，它的出现恰逢其时。

4）「Play to Earn」、「双币模型」、「流动性挖矿」、「NFT 质押」等 web3 游戏激励模型并不能决定游戏的成败，核心还得看吸引的用户群体是谁。如果只是一些短期 FOMO 的 Speculators，其用户属性天然就决定了游戏不会走太远；

如果是一批真正玩游戏且能高留存、高忠诚度的玩家，短期的收益预期不再会形成游戏的衰退熵，那游戏不需要太火，一群忠实的拥趸（氪金玩家）就能支撑一个游戏持续的生存下去。无论 web2 还是 web3，成功的游戏大多如此。

原文链接

Leituras Relacionadas

Standard Chartered Takes Over USDC Onboarding; Circle Cedes Control for Scale

Standard Chartered and Circle have announced a partnership where institutional clients can now mint and redeem USDC directly through Standard Chartered's existing banking infrastructure, eliminating the need for separate accounts with Circle. Initially launching in the Dubai International Financial Centre (DIFC), this service represents the first time a Global Systemically Important Bank (G-SIB) is offering such direct, integrated access. This move effectively "translates" USDC into a standard banking option, opening the door for major institutional capital like pension funds and sovereign wealth funds that require the trust, compliance, and risk frameworks of a major bank. For Circle, this is a strategic trade: ceding some direct client relationships to leverage Standard Chartered's vast distribution network, thereby potentially massively scaling USDC's circulation and its core interest revenue model. For Standard Chartered, it's a chance to offer a new digital asset service without building the underlying stablecoin infrastructure. The partnership signals a significant shift in the stablecoin narrative. Rather than bypassing traditional finance, stablecoins are becoming integrated into it, with major banks like Standard Chartered positioning themselves at the crucial entry point. The focus is moving from legitimizing stablecoins to determining how value and pricing power will be distributed among issuers, banking channels, and regulatory frameworks in this new, converging landscape.

marsbitHá 15m

Standard Chartered Takes Over USDC Onboarding; Circle Cedes Control for Scale

marsbitHá 15m

‘Chicago’s last trade?’ – CFTC Chair warns against new 0.2% crypto tax

CFTC Chair Mike Selig criticizes a new Illinois law imposing a 0.2% tax on every cryptocurrency transaction, warning it could undermine Chicago's financial standing by driving investors and businesses away. He argues the state's punitive approach contradicts the federal government's more measured CLARITY Act, aimed at fostering innovation. The tax is set to take effect in January 2027. Broader federal crypto tax proposals addressing issues like double taxation are under review but face delays, with progress likely dependent on the outcome of the November midterm elections.

ambcryptoHá 15m

‘Chicago’s last trade?’ – CFTC Chair warns against new 0.2% crypto tax

ambcryptoHá 15m

The $75 line in the sand: Hyperliquid approaches a key decision point

Bitcoin and most altcoins have been in a downtrend since October 2025, with recent gains seen as minor bounces. However, Hyperliquid (HYPE), a large-cap DEX token, has maintained a strong long-term bullish trend for over a year. Trading around $70.11, it was up 74% annually. On the weekly chart, the RSI shows potential for a bearish divergence if prices push past $72.1. Currently, HYPE trades within a one-month range of $53.35 to $74.78, having recently moved above key resistance levels. Despite some whale profit-taking, steady buying pressure, a rising OBV, and an RSI above 50 suggest upside momentum toward the critical $75 supply zone. For swing traders, the optimal risk/reward entry is not yet present. The key action will be a decisive breakout above or a bearish rejection from $75, which would signal the next major directional move.

ambcryptoHá 1h

The $75 line in the sand: Hyperliquid approaches a key decision point

ambcryptoHá 1h

‘Threat not diminished’: Why is India’s RBI ramping up crypto warnings?

India's Reserve Bank of India (RBI) has reiterated strong opposition to cryptocurrency legalization, warning a parliamentary committee that virtual digital assets (VDAs) like Bitcoin pose serious risks to financial stability and can facilitate illegal activities. The RBI argues that crypto operates outside the traditional banking system and is difficult to regulate, especially with many service providers based overseas. In contrast, the Institute of Chartered Accountants of India (ICAI) advocates for a comprehensive regulatory framework rather than a ban, proposing to develop accounting and compliance standards for VDAs. This debate occurs as India taxes crypto transactions without granting them legal status, with the 2026 budget proposing stricter compliance rules. The warnings come amid data showing a slowdown in retail crypto trading and a record number of security breaches in the first half of 2026, although total theft losses decreased. Industry experts note the underlying threats have become more sophisticated, contributing to a challenging year for crypto marked by regulatory uncertainty and reduced retail participation.

ambcryptoHá 3h

‘Threat not diminished’: Why is India’s RBI ramping up crypto warnings?

ambcryptoHá 3h

Viewpoint: Bitcoin's 10% Drop Is Not Because Saylor Sold 32 BTC

In early June, Bitcoin dropped roughly 10% to briefly fall below $66,000. While some market narratives incorrectly blamed a 32-BTC sale ($2.5M) by Michael Saylor's company, MicroStrategy, this amount was negligible compared to daily trading volumes. The real drivers of the decline were a combination of fundamental and technical pressures: consecutive net outflows from U.S. spot Bitcoin ETFs (totaling ~$4.4B), concerns over potential selling from the Mt.Gox bankruptcy estate after a large wallet transfer, and capital rotating toward AI and large tech investments (e.g., Alphabet, SpaceX). These factors weakened spot demand and heightened sensitivity to supply overhangs. The drop was then amplified by a cascade of long liquidations in leveraged derivatives markets, with over $16.6B in long positions liquidated in 24 hours. While the sell-off brought Bitcoin near a key technical support level, sustained recovery may require time to digest these combined headwinds, particularly the ongoing capital competition from AI and tech sectors.

marsbitHá 4h

Viewpoint: Bitcoin's 10% Drop Is Not Because Saylor Sold 32 BTC