链游在韩国:玩家不抵触上链,但对发行商的贪婪心存顾虑

链捕手Опубликовано 2024-09-19Обновлено 2024-09-19

原标题:《Why Korean Gamers Resist Blockchain》

作者:1mpal

编译:深潮 TechFlow

 

很难相信韩国玩家对「带有区块链元素的游戏」存在一定的抵触情绪。

STEPN 在韩国拥有约 30,000 人的用户社区,其中大多数人对加密货币几乎一无所知,同时 SuperWalk 的下载量超过 100,000 次。像《Idle Ninja Online》和《Mudol》这样的区块链游戏曾登顶应用商店的收入排行榜。

然而,在 2022 年 5 月 LUNA 崩盘后,这种 P2E 叙事突然停滞。在韩国,游戏必须经过游戏产品管理委员会的「分类」才能上线,而公众的态度在法院多次拒绝 P2E 游戏的分类申请后发生了转变。

也就是说,我认为韩国人并不讨厌「区块链游戏」本身,而是对它们带来的负面联想感到反感。本文将揭示韩国市场的「抵触情绪」和「挑战」。

1. 代币的存在

韩国玩家对游戏发行商的看法一直较为负面。在 2010 年代,韩国三大游戏公司——NCSoft、Netmarble 和 Nexon——被统称为「3N」,且并非褒义。他们常常受到指责,认为阻碍了韩国游戏行业的发展。

由于这种坏名声,代币发行迅速被认为是剥削性行为。WeMade 在韩国引领了 P2E 叙事,出售了大量 WEMIX 以收购另一家公司。这一举动被普遍认为是贪婪的行为,该公司不仅从游戏本身获利,还从代币销售中获利。

因此,如果你想在没有任何负面反应的情况下将韩国玩家引入区块链游戏,你需要解释你的代币「不会直接使发行者或风险投资公司受益」。这很难推销,最好的声明是:「我们不发行代币。」

2. 可替代性的法律监管

韩国玩家在进行 P2P 交易或 RMT(真实货币交易)方面非常活跃。韩国最大的 P2P 平台年交易量超过 7.5 亿美元。然而,这是游戏发行商禁止的。像《MapleStory》这样的游戏对 RMT 交易相对宽容,甚至形成了自己的 RMT 社区。在韩语中,这被称为「쌀먹」。(深潮注:「쌀먹」是一个韩语术语,通常用来形容在游戏中通过非正式途径进行交易的行为,特别是指利用游戏内资源进行真实货币交易的情况。)

除了关于区块链是否适合 RMT 服务的争论,韩国游戏的法律框架有两种选择:

  • 如果仅使用付费货币进行交易,则评级为 R18。
  • 如果在交易中也使用可在游戏中获得的货币,这就归入赌博的监管范围。当涉及到区块链市场时,法律问题会出现,因为交易的商品可能并不一定标记为 R18,但将其转换为法定货币就会面临问题。与代币类似,NFT 在韩国也受到监管限制,因为如果它们在外部市场上具有显著价值,则被视为「可替代的」。

最近在一些 Web3 游戏中关于「收益分享」的热议在韩国并不是新鲜事。早在 2009 年,《RF Online》就向顶级公会支付了月薪,这引发了争议,但这并不违反法律。这是被允许的,因为这些支付与游戏内物品无关。然而,如果游戏内物品可以直接变现,在韩国是被禁止的。

3. 玩家年龄

在韩国,年轻投资者的数量相当可观。他们反应敏捷、聪明且信息丰富。由于知道 P2E 模型往往会崩溃,他们避免陷入死亡螺旋(death spiral)。假设以年轻受众为目标将是赢得韩国玩家的关键是错误的。当你查看韩国成功的区块链游戏(或应用)的用户人口统计数据时,结果非常有趣。MIR4、MUDOL、STEPN 和 SuperWalk 的核心用户群体由 30 多岁和 40 多岁的男性组成。他们往往对社区噪音麻木,有趣的是,他们对区块链游戏的强烈反对意见较少。

我曾经为韩国的一个门户网站撰写了关于 MUDOL 继任者的博客指南。也许年轻投资者已经不再关注,认为 MUDOL 是一个失败,但直到今天,仍有超过 350 人使用我的邀请代码注册了他们的第一个海外中心化交易所(CEX),而且这些人都是 40 多岁。

许多游戏项目仍将韩国视为一个有吸引力的市场,这并非没有理由。这里竞争非常激烈,MMORPG (大型多人在线角色扮演游戏)的 ARPPU(每付费用户平均收入,Average Revenue Per Paying User) 很高,游戏质量出色,同时也是全球第四大游戏市场。然而,关于其潜力的一些说法存在夸大的成分。我与很多玩家交流过,尽管他们可能对区块链游戏本身持怀疑态度,但他们很少讨厌「区块链」这个关键词。他们担心的是游戏发行商的贪婪,以及当代币价格崩溃时,普通玩家可能会受到影响。

游戏玩家似乎并不反对官方支持 RMT(真实货币交易),这目前是一个法律灰色地带,也可能是纯粹的收入分享模型。然而,这可能需要放弃对「代币」的控制,或者等待韩国政府澄清有关游戏内货币化的监管规定。

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