数据显示,第一季度区块链游戏资金大幅下降,总投资额环比下降 71%。
Web3 gaming took a hit in the first quarter as global markets faced pressure from trade wars and rising geopolitical tensions. Data from blockchain analytics platform DappRadar shows that web3 gaming investments fell by 71% quarter-over-quarter to $91 million, though deal count grew by 35%.
Blockchain gaming recorded 5.8 million daily unique active wallets in Q1, down 6% from the previous quarter, according to the data. Despite the drop, Sara Gherghelas, DappRadarâs blockchain analyst, says opBNB remained âfirmly in the lead as the most used gaming blockchain this quarter.â
It wasnât just gaming investments that cooled â metaverse activity slowed too, with NFT trading volume dropping 28%, Gherghelas said. Even so, infrastructure remains a top priority for investors. Key rounds this quarter included $20 million for MARBLEX, $13.5 million for Beamable, and $10 million for The Game Company, all focused on building tools and backends for scalable gameplay.
DappRadar 分析师指出,本季度的大部分资金“都流向了以基础设施为重点的项目,这强化了 web3 游戏中的一个长期事实:强大的基础设施对于可扩展的高质量游戏体验至关重要。”
尽管整体活动和资本流入“由于更广泛的市场逆风而下降”,但 Gherghelas 表示,“交易数量的增加、基础设施的持续发展以及顶级游戏的稳定表现”仍然显示出“生态系统具有弹性和不断发展”的迹象。
正如 crypto.news 早些时候报道的那样,2024 年更广泛的 NFT 市场表现也好不到哪里去。交易量从 2023 年的 168 亿美元降至 137 亿美元,为 2020 年以来的最低水平,交易活动下降了 19%,NFT 总销量从一年前的 6000 多万下降到 4980 万。