Original source: ABCDE
It is not difficult to see from the previously concluded ETHCC and other blockchain conferences that the blockchain industry has once again entered the ice period of narrative (except for the prosperous inscription ecology of Bitcoin), and funds and projects are currently mainly concentrated at the infrastructure level. , including public chain modularity, Mev, AA wallet, ZK, etc., but there is a lack of new growth points in the narrative, especially the narrative of large-scale user adoption and conversion.
Whether it is what Buterin once said a few years ago, The first application scenarios for blockchain will be finance and games, or Web2s massive 3 billion players + a huge industry market value of 200 billion U.S. dollars, Web3 Game At the current stage, it holds great hope for the blockchain to break through the circle and become the next narrative growth point. Although the first attempts in the past two years, Play (Move) to Earn, represented by Axie and StepN, failed after a brief outbreak due to its radical economic model and overemphasis on Earns lack of Play gameplay, it remains at the forefront. On peoples shoulders, hundreds of teams are actively exploring the new generation of Gamefi 2.0. The billions of dollars in financing in the entire Web3 Game track over the past year also reflects the favor of developers and capital for this track.
In the past few months, we have seen more AAA RPG games that emphasize more playability. We have also created NFT+ games based on NFT Free to Own, or NFT+ games that continue to empower NFT, or add a certain degree of gambling and competition. Bet to Earn/Skill to Earn... New ideas are emerging one after another, but going back to the roots, the current direction of Web3 Game (or Gamefi 2.0) basically falls into two categories:
The first category can be called Web2.5 style. Emphasize Play Earn, weaken the component of Earn, and increase the proportion of Play. It is different from 2018 when we were looking for nails with a hammer and chain reform of various applications. The blockchain carries not only a simple concept of assets on the chain, but also the culture and story of the combination of games and blockchain. Background, players NFT-based Web3 community, on-chain and off-chain governance, etc. all give the Web2.5 style and Web2 Game a different experience.
The second category is the more original Pure Web3 Game, Crypto Native, Fully On-chain Game, now there is a new term, Autonomous World, represented by Dark Forest, OpCraft, Curio, Topology, Influence, etc. At the forefront, the narrative of this track is grander and more blockchain-native, but it is still in its extremely early stages. To give a less appropriate metaphor, it is a bit like Defi in 2018 or ZK in 20 years. It still takes several years to iterate and develop.
After so much preparation, we finally get back to the topic, why should we invest in Matr 1 x?
Because Matr 1
The reasons are as follows:
Track selection - Web2 games have proven it for many years
If you are an old gamer with many years of gaming experience, you must have noticed that PUBG (Chicken Fighting), released 5 or 6 years ago, can almost be regarded as the last non-stand-alone phenomenal game. After that, the gaming circle There hasnt been a big exciting gameplay innovation in years. With the gradual decline of MMORPGs represented by World of Warcraft, the current game market is the most mature and the two multiplayer game tracks that are most in line with the current fast-paced and fragmented life are shooting and MOBA.
The shooting genre is basically the CSGO genre (including Valorant) and the PUBG genre (including Call of Duty War Zone and Fortnite).
Everyone is more familiar with MOBA, DOTA, LOL, pesticides...
Matr 1 In the end, shooting cannot escape the two modes of team confrontation and survival). Since it is a Web2.5 game, there is no need to seek innovation like Fully Onchain, and you can directly choose the hottest and most mature shooting track.
There is another more important reason for choosing shooting, which is competition and live broadcast. Many viewers who do not play chicken themselves like to watch anchors playing chicken on Huya or Twitch. This shows how important a game with a competitive feel and live broadcastability is for traffic. We have always wanted to use Gamefi to Mass Adoption, and it is a non-gold, sustainable model. Competitions and live broadcasts are very likely to be the way to break the game, and the premise of all this is this game The type is suitable for competitions and live broadcasts, and the quality makes people love to play and love to watch. This is a live broadcast that Matr 1x invited a former professional e-sports player to do in August, and the number of viewers reached 110,000.
By the way, Valorant and CSGO are among the most popular game live broadcasts on Twitch in the past few months.
Game quality - equivalent to Web2 headers
web2.5 emphasizes Play more than Earn. The graphics and playability of Axie in Web2 10 years ago are definitely not up to par. The next generation Web3 Game must at least be attractive enough at the Play level. force. Where is the ceiling of “enough”? Naturally, it is the head game of the same track as Web2.
For Matr 1 x, the upper limit of playability is CSGO and Valorant.
Judging from the closed beta videos released so far and the feedback from closed beta players, the first game of Matr 1 In other words, even if this is not a Web3 game, if Web2 is excluded, it is still competitive enough to attract many players in the shooting field. Now in the chain travel circle, it is an absolute ceiling level.
Another thing worth mentioning is that CSGO and Valorant do not have mobile versions, which has kept many players who want to experience these two games away. Mobile games are currently a market three times that of PC games, and Matr 1 x Fire directly seizes this opportunity and directly develops a mobile game version. At the same time, players who want to experience the game on the PC will also have a dedicated emulator for them to use, which can be said to be very considerate.
In the 20-day Alpha test in August, there were more than 200,000 registered players, more than 100,000 downloads, the average daily active players reached 15,000, the highest number of people online at the same time was 4,000, and the average game duration reached two hours, and it is worth emphasizing that the test There are a considerable number of traditional shooting professional and semi-professional e-sports players among the player base. This data is already a very good and eye-catching result when put on the test network of any Web2 game. When put on the Web3 side, it is simply the best. It also once again verified that Matr 1 x matches the game quality of Web2 head. .
Gameplay and culture—Web2 experience + Web3 culture
As mentioned before, if a Web3 game that focuses on Web2.5 hybrid style is just Web2 gameplay + tokens and NFT assets on the chain, it will be no different from the chain reform that emerged in 2018, and it will be difficult to operate in the long term. Go on, Legend 4 is the best example.
The hybrid style of Web2.5 must first have a unique gameplay of Web3, and secondly, it must have a narrative and culture different from Web2. During the earliest closed beta of Matr 1
The answer is because of culture - just like in this circle, people don’t see whether you are wearing a Rolex or a Patek Philippe, but they see whether your avatar looks like a Punk or a monkey.
The same goes for playing games - when the playability is consistent, why not make it a game that perfectly fits the culture of our circle?
Matr 1 One episode is visual), and Matr 1 X Alliance launched a head-on conflict with Uranus to regain data sovereignty (think of Web3s Read, Write, Own...). At present, the story background of the novel has exceeded 100,000 words, and the entire structure is divided into a trilogy with a unified world view. The first step is CSGO + chicken mode, which takes place on the earth, and the second shooting + MMORPG game continues the first generation plot and takes place on Mars. , the third game is Star Age, the game type is yet to be determined.
As for the gameplay level, in fact, most users do not realize that this is a Web3 game at all under normal circumstances. When officially promoted, it only positions itself as a mobile CSGO-like game. Only if you want more dazzling characters, For cooler gun skins, when you want to look for a gun skin market similar to CSGO, you will notice these elements of NFT and Market Place.
In short, the elements of Play to Earn are very weakened in the entire game, and some unique genetic, incubation and other characteristics of NFT will bring some different experiences to Web2 players. Currently it is only in the limited testing phase, and its issued NFT 2061 has already accumulated more than 7,000 E in trading volume and a floor price of 2.1 E, which has increased more than ten times in just a few months.
A team that is both excellent and good at making things happen
When doing Web3 projects, the team is very important, and if you want to break out of the circle, the requirements for the team will increase exponentially. For the game track, the team needs to have strong game production capabilities, a very deep understanding of the game market and Web3, and the ability to make things happen. It may not be difficult to take any of the above conditions individually, but when combined together, they are extremely scarce.
The Matr 1 , a series of combination punches showed strong BD and marketing capabilities.
KOL live streaming – mentioned above;
Community spontaneous competitive competition with prize money reaching 10,000 U;
The design of the game characters - very cyberpunk style, some characters can find elements like Marvel Black Widow, characters in the CyberPunk game;
Well-known Coser Cosplay - Friend.Tech, which was very popular in the past, accurately found the entry point of Twitter KOL and ignited the craze of SocialFi. Matr 1
According to the team, in the future, as the number of players increases and the popularity of the game IP increases, there will be plans to make short videos and even movies. The project itself will also consider imitating the models of Steam and Half-Life back then. After making Matr 1 x a hit, it will gradually move towards a Web3 game publishing platform.
To sum up, we believe that Matr 1 A phenomenal Gamefi work.
About ABCDE
ABCDE is a VC focused on leading investments in top Crypto Builders. It was co-founded by Huobi Cofounder Du Jun, who has been working in the Crypto industry for more than 10 years, and BMAN, a former Internet and Crypto entrepreneur. ABCDE’s co-founders have built multi-billion dollar companies in the Crypto industry from scratch. Because we are entrepreneurs, we understand entrepreneurs better. We have built an end-to-end ecosystem of listed companies (1611.HK), exchanges (Huobi), SAAS companies (ChainUP), media (CoinTime.com), and developer platforms (BeWater.xyz) for ABCDEs Builder.
