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1. What is the Metaverse?
The term Metaverse first appeared in the science fiction novel "Avalanche" published by Neil Stephenson in 1992, referring to a three-dimensional digital space closely connected with society, parallel to the real world, in the real world People who are geographically isolated from each other can communicate and entertain through their respective "avatars".
But after the metaverse concept was proposed, basically no one paid much attention to this concept in the intervening twenty years. Neither the technology circle nor the capital circle paid much attention in the middle, only some movies and books showed it. The concepts of the Metaverse, such as The Matrix, Ready Player One, and Runaway Player, etc. If you want to have a more concrete understanding of the Metaverse, you can watch these movies.
The metaverse once again attracted attention on March 10, 2021. As the first company to write the concept of "metaverse" into the prospectus, the sandbox game platform Roblox successfully landed on the New York Stock Exchange, and its market value exceeded 400 on the first day of listing. billion US dollars, a tenfold increase from the company's market value a year ago, detonating the technology and capital circles.
As for the blockchain market, the opportunity to attract attention is the outbreak of the chain game Axie, which officially brought the concept of the metaverse to the circle, so the word metaverse is not a self-entertainment of the blockchain market, but a imported concepts.
Understanding the metaverse based on the existing knowledge in the market involves a very wide range of levels. At present, the metaverse can be divided into seven elements, experience, discovery, creator economy, spatial computing, decentralization, human-computer interaction, and infrastructure. A layer of elements involves different industries, and in order to achieve the expected metaverse, every industry involved must mature to a certain degree. It can be seen that the metaverse is a very huge project from conception to implementation.
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2. Who is optimistic about the Metaverse?
When a new concept is formed in society, it is often accompanied by interests, and capital knows a lot more about interests than we do. Although capital often makes wrong bets, it is far more forward-looking and professional than ordinary people Much ahead. Even when the concept of the metaverse was not as hot as it is now, many capitals began to seize the metaverse track.
In 2017, Zuckerberg expressed the company's ambitious 10-year game technology goals when sharing "Facebook's roadmap for the next 10 years", including artificial intelligence (AI), virtual reality (VR), augmented reality (AR) and new connectivity products.
On September 26, 2019, Facebook officially released Facebook Horizon, a new social VR world, and it is scheduled to land on the Oculus platform in 2020. Facebook says it will "play an important role in helping build the broader metaverse that spans VR/AR". Today, one-fifth of Facebook's human resources are devoted to AR/VR business. From 2014 to early 2020, Facebook has invested nearly $5 billion in AR/VR business.
At the end of June 2020, Zuckerberg said that Facebook's future plans are far more than social media, but to build a metaverse.
Tencent
Tencent
At the end of 2020, Ma Huateng wrote in Tencent's annual special issue "Three Views": Now, an exciting opportunity is coming. After ten years of development, the mobile Internet is about to usher in the next wave of upgrades, which we call "Full Internet".
Invest in Roblox and act as an exclusive agent for Roblox product distribution in China. One of Epic's shareholders. Epic's most famous technology is the Unreal Engine used in the "Unreal Series" games. The development of games includes the "Gears of War" series, "Infinity Blade" and "Fortress of War". Night" and other well-known games.
Tencent Technology has applied for the registration of the trademarks of "King of the Universe" and "Tianyuan Universe". Recently, Tencent is still organizing a group of 2,000 people to enter the Metaverse, but it is not clear whether it is GameFi or other related concepts.
other companies
ByteDance plans to invest $1.5 billion to acquire Pico VR, which will be incorporated into ByteDance’s VR-related businesses.
Huawei's technological breakthroughs in the AR/VR field accelerate the realization of immersive experience, providing a platform for VR content developers, HUAWEI VR.
Nvidia launched the Omniverse beta in October 2020. Omniverse is an open platform designed for virtual collaboration and accurate real-time simulation of physical properties, known as the metaverse of engineers. Engineers can simulate robots, cars, factories and other things in it. Complex visualization workflows for creators, designers, and engineers are also being transformed as users and teams connect key design tools, resources, and projects in a shared virtual space to iterate collaboratively.
In addition, domestic securities companies have also expressed their views on the concept of metaverse, indicating that metaverse has really become a part of the market that cannot be ignored.
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3. GameFi track
As we said above, in the blockchain market, the metaverse concept is divided into several tracks, including NFT, GameFi and Social. Everyone knows enough about NFT. Every time a high-quality product comes out, ordinary people It is difficult to benefit from it, and SocialFi is not very attractive in terms of benefits. In contrast, GameFi has become the most suitable track for participation. Compared with NFT, the playability is much enhanced. It is not blindly Fomo, education SocialFi has a certain appeal. Most importantly, GameFi is still in its infancy, and there are many benefits waiting for everyone to participate during the period.
At present, Axie is in a thriving position in the market, with a total revenue of 781.6 million US dollars in the third quarter, an increase of 48 times compared with the total revenue of the second quarter (15.9 million US dollars). The total transaction volume of NFT exceeds 2 billion US dollars. It will launch a combination of games and DeFi The decentralized exchange will be built on top of Ronin built for Axie Infinity.
In addition, Axie’s users grew from about 38,000 active users in April to about 1.7 million active users in August, according to Axie Infinity co-founder Aleksander Leonard Larsen. Axie Infinity has about 2 million daily active players, 50% of which previously Never used any encryption application. Axie Infinity developer Sky Mavis announced last month plans to offer free starter Axies to new players. Moreover, the developer SkyMavis is in the process of round B financing of about 150 million US dollars, with a valuation of nearly 3 billion US dollars. It will be led by a16z, and Paradigm will also participate in the investment.
Currently, Axie accounts for 40% of the GameFi track, accounting for half of the country.
When the top four game companies in the world have been in the game field for many years, it took less than 4 years for Axie Infinity to exceed the market value of 10 billion US dollars. This is not only a dividend of the times, but also The dividend of the blockchain world, and after Axie took the first bite of this dividend, ordinary people have no reason to let this dividend be divided and not participate.
In addition to Axie, games on the BSC chain are currently more popular in the market. BSC has even become one of the pronouns of high-quality chain game tracks. Thanks to BSC's efforts and investment in this track, so far So far, BSC has launched a number of games that are popular in the market, including:
CryptoBlades, is a revolutionary web-based NFT role-playing battle game.
CryptoZoon is a GameFi game running on BSC, with its own P2E mode. By purchasing or incubating little monsters (Zoan in the game, an NFT asset), players can get token Zoon rewards by participating in game battles. At the same time, each little monster is a kind of NFT asset, which can be freely traded and realized.
MOBOX is a community-driven platform that increases user engagement and entertainment through rewards with governance tokens (mbox). MOBOX uses a revolutionary token economy system, well combines the advantages of DeFi and NFT, uses financial mechanisms and game systems to empower users, and creates a truly unique and lasting ecosystem of happy games and easy money.
Cyber Dragon is a brand new online game based on Binance Smart Chain (BSC). Players freely create characters, challenge various copies, improve character levels, and obtain top-quality equipment. The ultimate goal of the game is to challenge the ultimate Boss-Cyber Dragon.
In addition, there are other public chains and platforms that have launched some high-quality games.
My Neighbor Alice, in the game, players can design their own characters, build houses, decorate their own islands, and interact with friends and other non-player characters (NPCs). The original intention and vision of the design team for MNA is to create a "second space" for all players, allowing them to relax and enjoy the fun of the game while monetizing the time and energy invested.
The Gala platform is a blockchain game development company established in 2018. It is developing and operating a variety of different types of games. The current games include Townstar and Cryptospride.
All in all, although the current chain game track seems to be full of flowers, it is actually just the tip of the iceberg. When GameFi breaks through the current shackles, it will really explode.
So what are the shackles of the current GameFi market? Friends who have played blockchain games know that although the slogan of many blockchain games is "play to earn while earning", most blockchain games earn more than play, and the game's playability is not enough. You can imagine , if the current profit-making benefits of these chain games are greatly weakened, how many people will still play chain games? Think about it again, just in terms of gameplay, can these current chain games compare with traditional games? Obviously not, and chain games with only earn are unsustainable. Therefore, GameFi's next breakthrough will be to make a big fuss about playability.
Written at the end, the current metaverse and GameFi track are both the beginning of the beginning, and there is still a long way to go before the final concept is implemented. Therefore, in this process, we have also given us enough time to participate. In this huge wealth Let’s just talk about GameFi. After Axie came out, a group of project parties have been intensively developing games, which are expected to be released one after another in the next few months. It may be another GameFi prosperity by then. Just like DeFi and NFT at the beginning, why don't you seize such an opportunity?
