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Why can Web3 games + public chains become so popular? In-depth interpretation of the logic behind

24-03-25 10:54
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Original title: "The Explosive Logic of the Product Combination of Web3 Games + Public Chains"
Original Source: Brian, Xiaofei, W Labs, Guatian Laboratory


Introduction:


The continuous evolution of blockchain technology is giving birth to a new era of games. Among them, Web3 games and game public chains The perfect integration of ecology has become the focus of widespread attention. This report will deeply explore the close relationship between Web3 games and the game public chain ecology, analyze its amazing performance in the current bull market, the logic of detonation, and its profound impact on the game public chain ecology.


1. The rise of Web3 game public chain is astonishing


In the early stages of this bull market, various There are many hot spots emerging one after another. However, among the Web3 game-related sectors, which type of token has the most astonishing increase? Through data statistics from mainstream exchanges such as Binance and OKx, we found that the highest increase should be the RON-Ronin public chain, which has increased more than 11 times from the recent low in October 23. IMX-ImmutableX also performed well, with an increase of nearly 8 times from the low in September 23 to the highest. Other leaders in Web3 game-related sectors, such as Bigtime, YGG, Gala, etc., have increased by approximately 6-7 times during the same period. Comparing other full-ecological public chains, except for Solana, which stands out and has a growth rate of about 11 times during the same period, other public chains such as Avalanche have a growth rate of about 7 times, Polygon has a growth rate of about 2.5 times, and Optimism has a growth rate of about 4.5 times. Why are game public chains performing so well in this bull market? Why are these public game chains that started out as Web3 games so heavily pursued by market funds?



2. The big flywheel of Web3 games + public chain



Why are game public chains with native game support so popular? When it comes to the underlying foundation, it is the above This flywheel is mainly divided into four parts: game development team, players, public chain and games.


1. The game development team is committed to providing better game products for Web3 game players to provide a better gaming experience, thereby creating more opportunities for players. value. Many users continue to grow due to the improvement of gaming experience.


2. Game players complete transactions through the public chain, provide income and liquidity to the public chain, contribute data and revenue to the game, thereby injecting new value into the game ecology. vitality. Players' enthusiasm for participating in Web3 games increases through game revenue.


3. The scale of players can further promote the public chain to share costs and achieve performance upgrades, so that the game public chain can achieve better performance, lower costs, and more A great interactive experience provides better infrastructure support for the game;


4. Finally, the game contributes income to the game development team through operations and revenue. Provide better cash flow support and encourage the development team to develop more and higher-quality game products.


If the entire flywheel can be based on good products and public chains with acceptable performance, and cooperate with capable development and operation teams, it can turn well in the positive direction. , and spiraled upward during the bull market, becoming the brightest star in the market.


3. What kind of games and public chains can become popular


Of course there are many Game teams develop their own game chains, and there are also many public chain teams that have high hopes for the Web3 game field. However, not all combinations can perform well. Through research, it is found that in order for the combination of games and public chains to achieve outstanding performance, the following key conditions need to be met:


1. The public chain platform requires Create a popular high-traffic product that can last for a long time;

2. The game public chain needs to move towards an ecological platform with the support of a certain heavyweight product;

3 .In the future, we need to continue to add heavyweight products to maintain the vitality of the ecosystem.


To this end, we have specifically studied three game + public chain product combinations, namely Axie + Ronin, Gods Unchained + ImmutableX, and an emerging combination Mines of Darania + Chromia.


IV. Axie and Ronin


In the past bull market, Axie Infinity relied on Its leadership position on Ronin has become the most eye-catching star in Web3 games. It is not only the cornerstone of the Ronin ecosystem, but also the pinnacle of the entire Web3 game industry. Looking back at the long research article in "The First Article of the Guatin Academy GameFi Public Chain Research Series - The Development and Upgrade Route of Ethereum", we once regarded Axie as the dazzling star of the Ethereum ecosystem in the last bull market. Today, Axie's brilliance is the product of Ethereum's performance bottleneck and continued congestion. In order to break through this problem, the Axie team decided to build a public chain on its own, and Ronin came into being.


First, let’s introduce the game Axie. Axie is a collection and combat game based on Ethereum. Players can earn tokens by collecting, cultivating and trading Axie, the virtual creature in the game. From Axie Classic launched in 2019 to the upgraded version Axie Origins released in 2022, the game has gone through 21 seasons of continuous iterations. Axie Origins provides players with a new adventure and economic experience, introducing an on-chain upgrade system AXP (Axie Experience Points), where players can upgrade by earning points in Origins. In addition, the team also launched mini-games such as Homeland and Raylight, enriching the diversity of the entire Axie ecosystem.



The rise of Axie began in the last bull market, when the hot market made it quickly popular. It has greatly increased the playability of the game and the enthusiasm of players, driven a new wave of "P2E" Web3 game craze, and even created a large number of game unions and gold farming studios. At its peak, Axie's monthly revenue exceeded $300 million, surpassing "Honor of Kings" in one fell swoop and becoming the most profitable game in the world.


Ronin Network is an Ethereum side chain based on the hybrid consensus mechanism of Delegated Proof of Stake (DPos) and Proof of Authority (PoA), which can be used very well. It is compatible with Ethereum ecological resources and realizes convenient transfer of Ethereum assets. At the same time, through independent block generation mechanism and consensus algorithm, it achieves higher throughput and performance, while maintaining low latency and low transaction fees.


Ronin Network is an Ethereum side chain based on a hybrid consensus mechanism based on Delegated Proof of Stake (DPos) and Proof of Authority (PoA), aiming to solve the long-term congestion of Ethereum and high transaction fees. It is not only compatible with Ethereum ecological resources, but also achieves higher throughput, low latency and low transaction fees through an independent block generation mechanism and consensus algorithm. The emergence of Ronin provides important supplements and expansions to the Axie ecosystem. On the one hand, it solves the bottleneck problem of Ethereum, and on the other hand, it attracts more high-quality game projects to join. With the successive additions of projects such as Apeiron and Pixels, the Ronin ecosystem has gradually developed from a single game ecosystem dominated by Axie to a three-dimensional game ecological matrix platform. Especially since 2024, the number of active wallets in the Ronin ecosystem has continued to set new records, further driving the surge in the price of the Ronin chain. From another perspective, Axie Infinity’s millions of players provide Ronin with a solid user base. Based on Axie’s strong traffic, it can bring strong initial traffic support to other games in the Ronin ecosystem. Coupled with the strong development and operation capabilities of the game team itself, the ecological flywheel of game + public chain can accelerate its take-off.


5. Gods Unchained and ImmutableX


As the main competitors of the established game public chains, ImmutableX (IMX) is undoubtedly Ronin's most eye-catching challenger. It also adheres to the strategy of "acting and excelling and singing". It first successfully developed a hit game, Gods Unchained, and then focused on expanding the public chain ecosystem, attracting many well-known projects to settle in, and providing game developers with a full range of services. On-chain support to achieve the ambition of becoming the first chain in the Layer 2 gaming field.


Gods Unchained is a "Hearthstone" card game. Players need to choose 30 cards to form a team, then fight monsters to upgrade, and participate in competitions to win rewards. The key point is to collect, trade and fight cards with different attributes. Cards are divided into three types according to their nature: minions, spells, and weapons. The subordinates have attack value and health value, and can attack according to the command on the playing field; spells are one-time use functions and will not stand on the playing field; weapons: equipped on the character, have attack value and durability value, and the character equipped with the weapon can Make an attack, each attack consumes 1 point of durability. Led by the former game director of Magic The Gathering: Arena, the game focuses on competitive gameplay where players must strategically outsmart their opponents by building decks that can handle a variety of tactics.



Initially, the game was deployed on Ethereum, using NFT to ensure that the cards Therefore, Web3 games and card games have launched in-depth cooperation, which has also triggered a new era in which everything can be "Fi". However, due to the limitations of the Ethereum network, the game often suffers from transaction delays and high fees during peak periods.


Immutable Improves Ethereum’s scalability and reduces minting and transaction fees. It boasts a speed of 9,000 transactions per second and gas fees can be reduced to almost negligible. Focusing on the GameFi field, Immutable Every market in the blockchain network.



According to the official website of Immutable X, the number of ecological games has exceeded 150. Daily trading volume and number of users are growing rapidly. In addition to Gods Unchained, Immutable


The vigorous development of the Immutable X ecosystem can be said to be a very successful market verification and product transformation. With the strong technical strength of the team, it enters the game track with Validium and StarkWare, and then relies on the legitimacy of zkEVM to establish a second-tier status. At the same time, through cooperation with the mainstream platform GameStop, it adds flagship games, enriches ecological connotation, and improves user activity. It is said that it completely gets rid of the dependence on a single game of Gods Unchained. It is rapidly emerging as an important infrastructure in the field of Web3 games.


6. Mines of Dalarnia+Chromia+DAR OpenNetwork


We are searching for Web3 games + open networks on the market When looking at the product portfolio of the chain, I discovered a product matrix from Europe, which is a product portfolio of the mining game Mines of Dalania + the public chain Chromia + the metaverse entrance DAR. I played the game in the early stages. It was well-made and had a strong sense of impact, but I didn’t know that the project team was building a larger ecosystem.


Mines of Dalarnia


Mines of Dalarnia, Chinese name "Dalarnia Mine" , is an interstellar mining adventure game in which players mine rare resources (minerals and gems) to craft new items and gear to gain access to more dangerous territories. The goal of the miners of Dalania is to become stronger and more efficient, accumulate wealth, face challenges and monsters in the depths, and perform with excellence. In the future, players will become part of a shared multiplayer space and participate in exciting multiplayer competitions. Most of the LANDs in the game are used for mining and are owned by players. Each LAND plot is unique with different resource distributions, and as the game expands, more properties of each LAND plot will be gradually revealed. LAND landowners must actively maintain their mining parcels using landscape modification capsules to remain attractive to miners. This is the cycle diagram of the adjusted economic model:



1. Single-player game mode:


There are a variety of tasks, including mining, salvage, MOD robots, etc., and you can get a variety of rewards; at the same time, the game is divided into Various seasons, each with different prize pools. At the end of each season, players will receive rewards based on the number of Moon Shards they have collected compared to the total number of Moon Shards collected by all players.


2. Multiplayer game mode:


Space jump - This multiplayer game is set in space and can be played with up to 5 people from your region in our massive satellite lounge. Space jumping is designed to be a short, fun break where you can relax with other players. Miners are playing a dangerous game outside the satellite: hopping between suspended jet platforms running low on fuel. Platform after platform will plummet into the void below, and miners must jump between platforms to stay afloat.


3. New card game: Dalarnia of Legends


A brand new card game is about to be launched, which is also a very important product in the Dalarnia ecosystem. By directly using DAR as a universal token, there will be more opportunities. Should not be missed.


Its token DAR was listed on the Binance exchange at the end of 21. Subsequently, the game also gained good exposure in the early stages of the bear market, causing market FOMO and everyone rushing to be the first. Purchase DAR tokens to mine and make gold. At that time, DAR output was unbalanced due to plug-ins, and the currency price dropped, resulting in a loss of players. However, the team continued to develop and operate in the bear market.




During the subsequent bear market, the team not only continued to improve and optimize the "Mines of Dalarnia" game itself, but also completely redesigned the game's economic system, deeply explored the Web 3.0 game ecosystem, and expanded its business into the game. outside. They deeply realize that the potential contained in the Web 3.0 game ecosystem far exceeds the imagination of a single game. For example, the introduction of NFT and smart contracts makes cross-game asset interoperability possible, and the concept of players and developers jointly shaping the game ecosystem has also increasingly practical significance.


While continuing to develop Mines of Dalarnia, the team began building internal tools and product modules for use by other game developers interested in Web 3.0 . These tools and modules are integrated into the DAR Open Network gaming ecosystem. In the future, the team will deliver a brand-new, open system characterized by underlying technology and tool support to the community and market, and jointly build an open game ecological network. This is not only a subversion of the existing game model, but also a belief in the development of Web3 games in the future!


Chromia


Chromia is a relational blockchain platform that allows people to easily Building decentralized applications in the real world to create a better world is the first layer of independence. It could also become a second layer for Ethereum, taking advantage of cheaper and faster development times and cheaper and faster transactions. This is how Hedget creates a financial options market, and DeFi works faster with Ethereum. Web3 games that have been displayed on the official website include: "My Neighbor Alice", "Mines of Dalarnia", "Krystopia: Nova's Journey" and "Chain of Alliance". Among them, "My Neighbor Alice" is the Web3 game project Alice that has been listed on the Binance Exchange. "Mines of Dalarnia" is the main Web3 game mentioned earlier, and the token has also been listed on the Binance Exchange. It seems that their resources The ability is very powerful. This is also important information that deserves everyone’s attention.


It seems that what they want to do does not stop there.



DAR Open Network


DAR Open Network aims to create a universe beyond the concept of games. Social interaction, asset exchange, and community governance form the fabric of the new reality of Web 3.0 gaming. Imagine a world where games are seamlessly interconnected. Players are not only participants but also creators, shaping their own experiences.



·Game Launchpad


This is the core of innovation, where new games are not only launched but also incubated. Our next project, Legends of Dalania, is a trading card game (CCG) that blends the art of AI with strategic gameplay and fun, fast pvp sessions. Legends of Dalania aims to make a lasting impact on the virtual card game scene and provide a glimpse into the future of gaming.


· Multiverse


DAR Multiverse is developed through a software called Dalarnia Nexus' central experience is a collection of connected games. This is a living, breathing, ever-expanding universe. Here, blockchain technology creates a world where all DAR games coexist, increasing asset value and utility. Main features:



· Dalania Portal

strong>


This is where game development takes a leap forward. Aimed at game creators, the portal provides tools for not only making games, but also immersive experiences. It includes innovative features such as social login, player incentive system, NFT market, cross-chain asset bridge, and ZK toolbox for on-chain gaming.



· The evolution of communities and ecosystems


“We believe in a world where players are not just consumers but active participants in the gaming world.” This shift toward a community-driven approach reflects The DAR opens up all aspects of networking.


1) Community governance: The DAR open network will empower players with decision-making capabilities, allowing them to shape the future of the platform.


2) Collaborative development: By enabling user-generated content (UGC), we open the door for players to contribute to game development, blurring the lines between creators and users .


3) Multi-chain support: The DAR open network is launched within the BNB chain ecosystem and will support multiple L1 blockchains to provide gamers with Web 3.0 games. worry-free experience.


Finally, we also discovered their bigger picture: Let’s take a look at the market value of “Mines of Dalarnia”. The current Binance exchange shows the circulation of DAR tokens. The market capitalization is US$100 million. In the economic model of DAR Open Network, no new tokens will be issued, and DAR will continue to be used as the ecological token. Therefore, the future value of DAR is expected to be very large. This is to empower the DAR token and give back to early participants in this way, which is enough to show the team’s confidence and persistence in the concept of Web3 ecological construction.


Summary


The golden combination of Web3 games and game public chains, just like Axie and Ronin , the perfect fit between Gods Unchained and ImmutableX has been verified by the market, while Mines of Dalarnia + Chromia + Dalarnia is playing a bigger game, using a triangular ecology to support the three major Web3 games of content + infrastructure + community. cornerstone. These ecosystems are not just games, but a brand new combination system that integrates the innovative gameplay of Web3 games and the advanced technology of the game public chain, as well as accurate predictions and careful planning for the future of the industry. This combination model requires huge capital investment, including the employment of senior technical talents in the public chain, forward-looking judgments on the market, and complex operational strategies, which is beyond what ordinary small teams and small-scale financing can afford. Therefore, project parties who choose this path are not only making project selections, but also endorsing their own beliefs and vision: under the heavy asset model and large investment model, they are supporting a set of overall solutions and solutions around Web3 games. ecosystem.


We firmly believe that in this Bitcoin bull market cycle, the combination model of Web3 games and game public chains, Web3 games and platforms will open up a broader market sky, unleashing greater valuation potential. Only under this larger narrative model can the project truly break into the top 20 in the encryption world and become a leader in leading the development of the industry.


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