资本齐聚GameFi平台Mirror World

蜂巢TechPublicado em 2022-03-14Última atualização em 2022-03-14

Resumo

3月11日,GameFi平台型项目Mirror World的一笔400万美元融资吸引了十余家资本参投。

3月11日,GameFi平台型项目Mirror World的一笔400万美元融资吸引了十余家资本参投。资方名单中不仅有YGG SEA链游公会、OKX Blockdream Ventures等圈内熟脸,还有Galaxy Interactive这样的专注于游戏赛道的传统风投机构。

从官网介绍看,Mirror World定位为一个互联、互通的元宇宙游戏世界。用户拥有一个Mirror NFT角色后,便可穿梭在与其连接的各个游戏之中,在Mirror World不同游戏中获得的装备和道具等NFT也可跨游戏使用。

Mirror World的另一大特点在于「NFT智能化」。该项目采用了AI 初创公司 rct AI的智能NFT技术。简单来说,当现有NFT与AI技术结合后,可以在游戏世界中与玩家智能交互,理想情况下,这些虚拟的NFT可以根据环境的变化主动调整自身行为。

十余家投资机构齐聚Mirror World,不仅表现出对项目本身的看好,也意味着机构们对NFT和GameFi赛道的发展前景达成共识。

实际上,除了加密圈内的投资机构外,红杉资本、老虎基金、软银投资、高盛投资等传统资本大鳄都在NFT和元宇宙领域有不同程度的布局。当这些敏锐的投资机构齐聚一堂,已然成为趋势变革的风向标。

Mirror World获十余家机构投资

美国东部时间3月11日,GameFi项目Mirror World宣布完成400万美元的种子轮融资。此次融资的数额虽然不大,但投资方却多达十余个。

本次融资的领投方为交互娱乐投资机构Galaxy Interactive、Republic Crypto 与加密领域量化基金 Alameda Research。跟投的还有GameFi赛道的知名公会YGG SEA、Avocado Guild,也有欧易OKX旗下的基金OKX Blockdream Ventures。此外,Infinity Ventures Crypto、LD Capital、Sky9 Capital、Metasense DAO和Nihil Ventures等多家机构都参与了投资。

总计400万美元的融资额,吸引了如此多的机构投资,有些「僧多粥少」的意味。机构抢投的Mirror World究竟是什么来头?

根据官网介绍,Mirror World是一个基于区块链的虚拟世界,它并不是一款游戏,可以理解拥有一个游戏矩阵的元宇宙平台。Mirror World之所以如此定位,是看到了单款GameFi游戏在吸引力下降后,游戏内的资产也将随之贬值,直到无人问津。

Mirror World希望把不同的游戏和体验连接起来,让用户在不同的游戏场景中穿梭,并拥有相互关联、彼此独立的经济系统。举例来说,用户在Mirror World的不同游戏中获得的装备和道具等NFT可以跨游戏使用;当玩家拥有了Mirror World的NFT角色后,也相当于有了一个畅玩所有游戏的角色,虽然每个游戏玩法、场景都不同,但角色是可以自由穿梭的。

在已有的游戏世界设计中,Mirror World包含结合了角色扮演玩法的ARPG游戏《Mirrama》,以PVP为主的轻松休闲向的竞技场决斗游戏《Brawl of Mirrors》,以及一款SLG策略游戏。据介绍,本次种子轮融资完成后,Mirror World将全面构建和加速推进这3款游戏的正式上线。

在此前的2021年9月,Mirror World已经率先发行了可在游戏中使用的NFT角色,总计11000个Mirror NFT,均可在该平台的多款游戏里跨游戏使用。

Mirror World系列NFT

除了互联、互通的属性之外,Mirror World的另一大特点在于采用了AI技术,简单来说,它可以让NFT变得智能,这意味着游戏中的虚拟生物可以「生命化」,与玩家进行交互。

这项「智能NFT」技术是依托于 Y Combinator 孵化的初创公司 rct AI实现的。去年11月,Mirror World基于此推出了首款人工智能对话芯片NFT——Soul。根据介绍,每个Soul NFT 都可以绑定到现有的NFT,从而使它们栩栩如生。理想情况下,结合了人工智能技术后,这些虚拟的NFT可以根据变化主动调整自己的行为,并与玩家对话。

试想,当玩家在进行游戏时,游戏中的NPC(非玩家角色)不再是机械地完成对话任务,而能够智能地与玩家交互,游戏的沉浸体验也将大幅提升。

这项智能NFT技术已经有所应用。去年底,Cryptopunks、Bored Ape等知名NFT项目已经可以与Soul NFT结合进行NFT智能化升级;今年1月,NFT项目AgeofZ引入Soul NFT机制,以使其NFT角色变得更具互动性、沉浸感和吸引力。

游戏互通以及智能NFT概念,让Mirror World在GameFi板块显得与众不同,这显然也是其获得多家资本青睐的重要因素。

NFT吸引各路资本跑步入场

在Mirror World的投资阵营中,部分资方的背景也值得关注。除了YGG SEA、Avocado Guild等链游公会和加密基金这些圈内熟脸外,投资方中也有Galaxy Interactive这样的专注于交互式内容与技术公司的风投机构。

资料显示,Galaxy Interactive成立于2018年,是数字资产银行 Galaxy Digital 的子公司,该基金专注于VR/AR、AI及基于区块链的游戏。严谨点说,它并非是纯粹的加密圈资本,而是面向所有采用新一代技术提升交互体验的「互动技术行业」进行投资。

Galaxy Interactive的联合创始人Sam Englebardt将下一代互动技术行业描述为「内容、金融和技术的交集」,并相信该技术将推动可观的经济增长。因此,该公司特别专注于数字收藏品和构建元宇宙,Englebardt认为NFT是打造沉浸式互联网的基础支柱。

据不完全统计,Galaxy Interactive在过去3年多时间里已经投资了超过75家公司,公司管理资产额超过6.5亿美元。除了投资Mirror World外,该机构还投资了Republic、1047 Games、rct AI、Elodie、Roar、Art Blocks和Masterworks等创业项目。

实际上,随着GameFi、NFT和元宇宙成为出圈加密世界的新潮流,越来越多的传统资本和新兴资本开始着眼这一赛道。

今年2月17日,知名风投机构红杉资本推出了独立的加密投资基金,这也是其自1972 年成立以来的首个特定行业基金。红杉资本合伙人 Maguire认为,加密资产将成为未来20至30年最大的趋势。

在过去的一年里,红杉资本已经投资了包括Solana链游开发商Faraway、板球NFT平台Faze Technologies在内的多个NFT相关项目,除此之外,该机构也面向Layer2、DeFi、Web3等领域进行了多笔投资。去年12月,红杉资本还将2005年YouTube原始投资备忘录铸造为NFT并在OpenSea上拍卖,以纪念YouTube在互联网发展历程中的地位。

看重NFT和元宇宙赛道的资本大鳄不只红杉一家。今年1月,老虎基金(Tiger Global)向Flow公链上的NFT平台Unblocked投资1000万美元,去年11月,它也参投了板球NFT平台Faze Technologies。

去年以来,软银投资也大举进军加密行业,除了投资加密资产交易平台FTX外,其还投资了足球NFT收藏品平台Sorare、NFT沙盒游戏The Sandbox等。

此外,Insight partner、Coatue、Lightspeed Venture Partners、高盛等成立于上个世纪的传统投资机构,也都纷纷拥抱NFT和GameFi这两大加密领域。

从历史的进程看,每当世界发生重大技术革新时,这些经验丰富的资本巨头总能够站在最前线。如今,各路传统资本和新兴风投们不约而同地集结在NFT和元宇宙领域,某种程度上将成为引领趋势的风向标。

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