AVAV's Spaces on X Sets New Records in Inscription Space
The Avalanche-based inscription token now has over $43 million USD in market cap, and mints at more than $2 per mint.
AlexThe following is an EN translation of an analysis report on Oasys created and published by HashHub Inc, a crypto asset and Web3 research company.
以下是加密资产和Web3研究公司HashHub Inc.发布的Oasys分析报告的中文翻译。
In this report, we will examine the current state of Oasys, a Layer 1 blockchain specifically designed for games, and explain what makes Oasys an attractive and established brand in the blockchain gaming industry.
Oasys是一条专为游戏设计的L1区块链,本报告分析了该链的发展现状,阐释了它如何成长为区块链游戏领域一个备受瞩目的成熟品牌。
Major game developers in Japan have already joined Oasys, and multiple blockchain games have been launched on the network, with the Oasys ecosystem becoming more cohesive and growing rapidly.
多家日本顶级游戏开发商已加入Oasys网络,推出了一系列区块链游戏。Oasys生态的凝聚力不断加强,增长势头迅猛。
As the gaming population is on a trajectory to reach billions of players worldwide, games are increasingly competing with social media and short videos for disposable time. New games are not selling well, and the most popular games have remained the same for 10 years, with in-game items often getting lost or becoming unusable after service termination
全球游戏玩家数量已达到数十亿级别,游戏行业正与社交媒体及短视频平台争夺用户时间。然而,新游戏销售疲软,最受欢迎的游戏已风靡十年,游戏内道具常常因为服务器关停而丢失或无法使用。
Blockchain games (part of the broader GameFi segment) are attracting attention in the Web3 industry, but they have yet to reach mass adoption globally. This is due to several challenges, including saturation of the existing gaming market and lack of game-specific user experiences on general-purpose blockchains. For blockchain games to be adopted by the general public, a paradigm shift is required to create new values and experiences.
区块链游戏作为更广泛的GameFi的组成部分,在Web3行业中备受关注,但尚未实现全球的广泛普及。它面临的挑战包括游戏市场饱和,通用区块链缺乏专为游戏设计的用户体验等。为了让链游走向大众,必须推动范式转变,创造全新的价值和体验。
Oasys has gained a reputation not only in Japan but also globally for providing game-specific user experiences that are difficult to achieve with existing games and general-purpose blockchains, and for providing a mechanism for long-term use and utility of digital assets acquired in games. This approach emphasizes the value of the experience with Oasys providing a different appeal from traditional consumption-type entertainment.
Oasys提供了现有游戏和通用区块链难以匹敌的专属游戏体验,并建立了使游戏内数字资产长期保持实用性的机制,因此在日本乃至全球赢得了良好声誉。这一产品策略凸显了体验的价值,带来了有别于传统消费型娱乐的吸引力。
In this report, we focus on the benefits of game developers on Oasys as well as deepening the current state of the Oasys ecosystem for readers interested in blockchain games.
本报告面向关注链游市场的读者,重点剖析了基于Oasys开发游戏的优势,并深入考察了Oasys生态的发展现状。
From a macro perspective, Oasys is the best infrastructure to launch and engage with games based on the growth potential, investment trends in the blockchain gaming space and Oasys’ future outlook.
从宏观视角看,考虑到增长潜力、链游领域的投资动向以及未来展望,Oasys无疑是部署和参与游戏的理想基础设施。
[Oasys Related Links]
[Oasys相关链接]
Official Website: https://www.oasys.games/
X:https://x.com/oasys_games
官网:https://www.oasys.games/
X:https://x.com/oasys_games
Report Summary
报告摘要
This report covers Oasys’ strengths and growth potential in the context of blockchain industry trends and gaming industry challenges, and highlights Oasys’ potential to establish itself as an infrastructure that meets current industry needs.
本报告分析了在区块链行业趋势和游戏行业挑战的背景下,Oasys的优势及增长潜力,并彰显了Oasys成为满足行业需求的基础设施的潜力。
General-purpose blockchains are not optimized for games, making it difficult to develop specifically for each game. Additionally, it is difficult to sell new games and maintain user engagement in the mature game market, so building a sustainable business model is necessary.
通用区块链未针对游戏进行优化,很难为每款游戏特别开发。同时,在成熟的游戏市场上推广新游戏和维持玩家热情也面临挑战,因此有必要建立可持续的商业模式。
Oasys runs more than 40 games and has a rapidly growing ecosystem with many Japanese companies and developers supporting the network as validators. It is in talks to list on major exchanges such as Binance in the future, which will increase the liquidity and visibility of the $OAS token.
Oasys上已部署逾40款游戏,生态系统正在快速扩展,众多日本公司和开发者在作为验证者支持该网络。Oasys正与币安等头部交易所协商未来上币事宜,这将提升$OAS代币的流动性和知名度。
Oasys plans to standardize common data standards and APIs, strengthen interoperability between Verses (Layer 2s), and build an infrastructure to seamlessly leverage digital assets across different games. Integrations with Arbitrum Orbit and enhanced DeFi capabilities will enable asset management within the ecosystem, further facilitating the effective use of digital assets.
Oasys计划推进通用数据标准和API的标准化,增强不同Verse(Oasys L2层)间的互操作性,并构建可无缝转移不同游戏数字资产的基础设施。与Arbitrum Orbit的集成及DeFi功能的增强将支持生态内的资产管理,进一步促进数字资产的有效利用。
An approach that naturally exposes Web2 users to Web3 elements and drives engagement is key to monetizing games. Champions Tactics and De: Lithe Last Memories are two games with new revenue models in the mature game market that tokenize assets through NFTs and expose users to immersive Web3 experiences. Oasys provides the right infrastructure for such play-to-earn and play-to-own models, with more blockchain games to be deployed on Oasys in the future.
Oasys通过自然融入的方式让Web2用户接触Web3元素,并推动用户参与,这是游戏获利的关键。例如,《冠军战术》(Champions Tactics)和《De: Lithe最终回忆》(De: Lithe Last Memories)这两款成熟游戏市场中的产品,通过NFT将资产代币化,提供了新的收入模式和沉浸式的Web3用户体验。Oasys为此类“玩赚”(play-to-earn)与“玩拥”(play-to-own)模式提供了适当的基础设施,预计未来将有更多链游部署在Oasys上。
We provide a basic overview of Oasys in the linked report below. It provides a more in-depth look at the current state and future of the ecosystem.
下方链接的报告提供了Oasys的基本概述,并深入探讨了该生态的现状及未来发展。
Related report: GameFi-focused blockchain Oasys (OAS) overview
相关报告:GameFi区块链Oasys (OAS)概述
The following is a brief summary of the terminology you can expect to find in this report.
以下是对报告中术语的简述。
Oasys: Layer 1 blockchain using EVM-compatible, game-specific Proof of Stake (PoS). Major game developers like BANDAI NAMCO, Sega, and Square Enix have joined the ecosystem. The second layer (Layer 2) is the foundation of the Verse layer where each blockchain game runs, providing data safety and strong security to optimize the gaming experience.
Oasys:一条采用兼容EVM、专为游戏定制的权益证明(PoS)机制的L1区块链。万代南宫梦、世嘉和史克威尔·艾尼克斯(Square Enix)等知名游戏开发商已加入该生态。L2层是Verse层的基础,每个链游都在Verse层上运行,它提供数据保障和强大的安全性,以优化游戏体验。
Verse: A Layer 2 with Oasys Hub serving as the layer 1 blockchain where each game developer and other third parties build and deploy their games. It has the flexibility to handle the high-speed processing required for gaming, a gasless experience, and the unique tokens specific to each project.
Verse:以Oasys Hub为L1层的L2层。游戏开发商和第三方可在Verse上构建和部署游戏。它高度灵活,具备游戏所需的高速处理能力、无gas体验,每个项目都可以构建自己的专属代币。
$OAS token: The key currency of the Oasys ecosystem, driving gas fees on Oasys, Verse development deposits, governance, and staking rewards.
$OAS代币:作为Oasys生态系统中的关键代币,$OAS的用途包括支付Oasys的gas费、Verse开发保证金、参与治理以及分发质押奖励。
This section provides background and roadmap on why Oasys is able to provide a game-specific user experience.
本节通过背景信息和路线图阐述了Oasys如何提供专为游戏设计的用户体验。
The current map of Oasys validators shows several prominent names:
Oasys当前的验证者中包含多个知名品牌:
Credit: Oasys
来源:Oasys
The growth in the total unique active wallets, total transactions, and market capitalization of $OAS tokens from the launch of Oasys to the date of this report are as follows (from DappRadar):
从Oasys推出到本报告发布之日,$OAS代币的总独立活跃钱包数、总交易量及市值的增长情况如下(数据来源:DappRadar):
Total unique active wallets: 41 million
Total transactions: 186 million
总独立活跃钱包数:4100万
总交易量:1.86亿
https://www.coingecko.com/en/coins/oasys 2024/10/28 present
https://www.coingecko.com/en/coins/oasys 截至2024/10/28
Oasys data availability is an effort to take full advantage of the digital asset functionality that blockchain games bring.
Oasys的数据可用性致力于充分发挥链游数字资产的潜力。
Oasys records game data for each Verse, and participating validators are responsible for verifying data availability. It's dedicated to security and is the destination for data recorded for each Verse.
Oasys为每个Verse层记录游戏数据,验证者负责验证数据可用性。它致力于保障安全,构成了每个Verse层记录数据的归宿。
In traditional games, there is a risk that in-game items won by users will be lost if development is interrupted or services are terminated. In blockchain games, items are recorded as digital assets on the blockchain, so there is no risk of losing them, but some gamers may feel that they cannot fully capitalize on their value if there is no place to use them.
在传统游戏中,玩家获得的游戏道具可能会因开发中断或服务终止而消失;而在链游中,道具作为数字资产被记录在链上,不存在丢失风险。但部分玩家可能认为,如果缺少使用这些资产的场所,它们的价值就不能完全发挥出来。
Oasys is synchronizing digital assets from Verse Layer to Oasys Hub (layer 1) to create an infrastructure that can be used across different games. This will make it easier for game developers to design for interoperability, and allow users to leverage the same digital assets across multiple games, thus providing more opportunities for an uninterrupted gaming experience.
Oasys正在将数字资产从Verse层同步到Oasys Hub(L1),以创建可跨游戏使用的基础设施。藉此,游戏开发者将能更轻松地构建互操作性设计,允许用户在不同游戏中撬动相同的数字资产,提供更连贯的游戏体验。
Author
作者
This is an essential technology to protect players who invested time and money in their games as the most important.
这项技术对于保护投入了时间和金钱的玩家的权益至关重要。
Verses onboard multiple blockchain games for each theme. Oasys currently has 12 Verses, and is working on enhancing the unique experience of blockchain gaming by allowing them to seamlessly interoperate across the blockchain.
每个主题Verse均汇集了多个链游。Oasys目前拥有12个Verse,致力于实现各Verse间的无缝互操作性,以增强链游的独特体验。
Credit: Oasys
来源:Oasys
By adopting common data standards and standardizing APIs, it's easy to transfer digital assets acquired in a game, even between different Verses.
通过采用通用的数据标准和标准化的API,在不同Verse之间也可轻松转移游戏内的数字资产。
Verses must be launched independently by blockchain game developers and individuals as third parties. Technical support is essential to facilitate the launch of Verses.
Verse需要由链游开发者或第三方个人独立启动,技术支持在这一过程中必不可少。
Oasys provides a developer kit (Oasys VDK) that allows game developers to focus on content development and launch Verses faster. Companies and development teams can launch a Verse with pre-configured tools, significantly reducing technical and human capital requirements.
Oasys提供了开发工具包(Oasys VDK),使游戏开发者能够专注于内容创作,加速Verse的启动进程。公司和开发团队可以利用这些预配置的工具来启动Verse,这大大降低了技术和人力资源门槛。
In addition, Oasys has partnered with the Arbitrum Foundation to integrate Arbitrum Orbit, a layer 2 creation and deployment tool. This allows developers to launch a Verse using Arbitrum Orbit.
此外,Oasys与Arbitrum基金会合作,集成了创建和部署L2的工具Arbitrum Orbit,藉此,开发人员能够直接利用Arbitrum Orbit来启动Verse。
Arbitrum is a liquid ecosystem that plugs into the mature DeFi segment, and the partnership between Oasys and Arbitrum opens up the possibility of increasing the liquidity of a Verse.
Arbitrum是一个打通了成熟DeFi领域的流动性生态系统,Oasys与Arbitrum的合作为提升Verse流动性开辟了新的可能性。
Reference: Oasys Expands To Arbitrum, Adopting the Orbit Stack On The Verse Layer
参考资料:Oasys扩展至Arbitrum,在Verse层采用Orbit堆栈
Oasys has developed a technology roadmap to support new users and game developers while focusing on the stability and scalability of the existing ecosystem.
Oasys制定了技术路线图,以支持新用户和游戏开发者,同时专注于现有生态的稳定性和扩展性。
The roadmap released in July 2024 focuses on:
这份2024年7月发布的路线图重点关注:
Standardize common data standards and APIs
Apply standardized digital assets to current games and create new use cases
Releasing the Oasys VDK
实现通用数据标准和API的标准化
将标准化的数字资产应用于当前游戏并创建新用例
发布Oasys VDK
Implement the ability to synchronize digital assets in Verse to Layer 1
Enable interoperability between Verses
Provide development tools that enable game developers to autonomously meet their unique needs
实现将Verse中的数字资产同步至L1层的功能
实现Verse之间的互操作性
提供开发工具,使游戏开发者能够自主满足各种独特需求
In order to optimize the user experience of games in the Oasys ecosystem, we also need to strengthen partnerships with wallets, DeFi protocols, and other platforms and products. In the short term, we will create an environment conducive to launching Verses, and in the medium term, we will expand on the foundation we have built.
为了优化Oasys生态中的游戏体验,还需要加强与钱包、DeFi协议及其他平台和产品的合作。短期内将营造一个有利于发布Verse的环境,中期将对现有的基础进行扩展。
Reference: Building the Future of Gaming: Oasys Tech Roadmap – from Consumption to Investment
参考资料:构建游戏的未来:Oasys 技术路线图——从消费到投资
To join as an Oasys validator, launch a Verse, and deploy games, you can contact us using this form.
有意加入Oasys验证者网络、发布Verse和部署游戏的人士可使用此表单与我们联系。
$OAS is the key currency of the Oasys ecosystem and drives the overall growth of the ecosystem. In this section, we will explore the relation of $OAS tokens to the value of game tokens in the Oasys ecosystem.
$OAS作为Oasys生态的核心代币,旨在推动整个生态的增长。本节将探讨$OAS代币与Oasys生态内游戏代币价值的关系。
We will also consider how this affects the value of tokens given that $OAS is not currently listed on major exchanges such as Binance or Coinbase.
我们还将考虑这将如何影响代币价值,毕竟$OAS尚未登陆币安或Coinbase等头部大所。
Oasys provides an environment where game developers can issue their own game tokens for their projects. These game tokens acquire value by means of transactions between players and from in-game use.
Oasys为游戏开发者提供了自主发行游戏代币的环境。这些代币通过玩家交易和游戏内使用获得价值。
As game tokens are widely used in the ecosystem and their value is accumulated, they contribute to strengthening the economic foundation of the Oasys ecosystem as a whole. This process can play a role in supporting the value of $OAS.
随着游戏代币在Oasys生态中的广泛流通,其价值逐渐累积,从而会巩固整个Oasys生态系统的经济基础。这一机制也会支撑$OAS的价值。
Author
作者
As game tokens and assets accumulate in the Oasys ecosystem, a mechanism is in place to stabilize the value of $OAS and strengthen the foundation that drives its growth.
随着游戏代币和资产在Oasys生态中的不断积累,相应的机制将稳定$OAS的价值,夯实其增长基础。
As of this writing, $OAS is not listed on Binance or Coinbase, two of the world's most influential crypto exchanges. This signifies a liquidity constraint, which is one of the reasons for the undervaluation.
截至本报告撰写时,$OAS尚未在币安或Coinbase等全球大所上币。这种状况限制了代币的流动性,也是$OAS被低估的原因之一。
However, $OAS is listed on the global leading crypto exchange Upbit in South Korea, and several crypto exchanges in Japan. At the time of the Upbit listing, $OAS was up 44% compared to the previous day. Consecutively, a listing on Binance or Coinbase will bring a lot of liquidity to $OAS, increasing the possibility of further price increase.
但$OAS已登陆韩国的全球头部交易所Upbit以及日本的多个交易所。登陆Upbit首日,$OAS较前一日上涨了44%。因此,未来若能登陆币安或Coinbase,预计将为$OAS带来显著的流动性提升,提升其价格进一步上涨的潜力。
Oasys Verse currently has over 40 game titles already launched, some of which are made possible by collaboration with popular IPs in Japan.
Oasys Verse已上线逾40款游戏,包括与日本知名IP合作的作品。
Credit: Oasys
来源:Oasys
Oasys has multiple games in each of its Verse economies. In this section, we'll take a look at the top 3 Verses with the most cumulative wallet addresses (accounts) in each Verse Explorer, and give you an overview of their current status and popular games.
Oasys的每个Verse经济中都有多款游戏。本节将介绍在各个Verse浏览器中累积的钱包地址(账户)最多的前三大Verse,并简述它们的现状及热门游戏。
Chain Verse is a Verse operated by game developer ChainGuardians. More than 3 million accounts have participated in this Verse, making it the most popular Verse. Among them, Chain Arena is popular.
Chain Verse由游戏开发公司ChainGuardians运营,已吸引超过300万账户参与,是目前最受欢迎的Verse。其中《Chain Arena》受到玩家喜爱。
Chain Arena is a Web3 unattended RPG game. It combines RPG elements with a mechanism that allows players to progress without being active. Items and characters that can be earned as game rewards can be traded as NFTs.
这是一款Web3角色扮演游戏(RPG),它巧妙融合了RPG元素与无需玩家持续在线即可推进的机制。作为游戏奖励的道具和角色可作为NFT进行交易。
https://www.chainarena.io/
In the last 1 month, the number of unique active wallets has exceeded 30,000, and activity has been on the rise since August 2024.
过去一个月,独立活跃钱包数已突破3万,2024年8月以来,活跃度持续攀升。
See: ChainArena-PentagonGames EXP
参见:ChainArena-PentagonGames EXP
TCG Verse is a trading card game based Verse that offers multiple card and casual games. More than 2.5 million accounts have participated in the game.
TCG Verse专注于卡牌交易游戏领域,提供多种卡牌和休闲类游戏,参与账户超过250万。
At the time of writing, OasChoice is a popular game in which players vote on whether OAS prices will rise or fall, and if they answer correctly, OAS will be distributed to those who answer correctly.
《OasChoice》是TCG Verse中的热门游戏,玩家可投票预测OAS价格的涨跌,预测正确的玩家将获得OAS奖励。
https://oaschoice.com/
In the last 1 month, the number of unique active wallets has grown rapidly to over 50,000. The simple game experience and the sustainable system that is funded by validator rewards (managed by CryptoGames) are the reasons for its popularity.
See: OasChoice
近一个月来,独立活跃钱包数量激增,目前已超过5万个。简单的游戏体验和由CryptoGames管理的验证者奖励支持的可持续系统是其受欢迎的原因。
参见:OasChoice
Saakuru Verse is a consumer-facing Verse based on the concept of bridging from Web2 to Web3. It offers development tools, including SDKs and APIs with services specifically designed for developers who want to incorporate Web3 functionality into their existing games. More than 1 million accounts have joined and are active on the Verse.
作为一个面向消费者的Verse,Saakuru Verse致力于构建从Web2到Web3的桥梁。它提供了SDK和API等开发工具,专为希望将Web3功能集成到现有游戏中的开发者设计。该Verse已经吸引了逾百万账户。
One of the most popular games is an educational Play to Earn game called GOGA. [LINK1]The concept is an AI-powered, blockchain-based platform that allows users to learn English in a fun way.
最受欢迎的游戏之一是教育玩赚类游戏GOGA[链接1]。这是一个由AI驱动、基于区块链的平台,帮助用户以好玩的方式学习英语。
https://goga.ai/
With more than 34,000 unique active wallets in the last 1 month, the company is trying to combine gaming and education in the context of blockchain to offer an approach to user retention and marketing through the token economy.
过去一个月,该游戏的独立活跃钱包数超过3.4万个。该公司试图在区块链背景下将游戏和教育结合起来,通过代币经济学促进用户留存和市场营销。
See: GOGA
参见:GOGA
SG Verse is a Verse developed by doublejump.tokyo as an official Altlayer partner with essential capabilities for the gaming experience. SG Verse is a highly anticipated Verse, with several upcoming hit titles.
SG Verse由Altlayer官方合作伙伴doublejump.tokyo开发,具备游戏体验所需的关键功能。SG Verse备受期待,即将推出几款热门游戏。
SG Verse will deploy an ecosystem token called SG Coin (SGC). SGC can be used for in-game currency purchases and in-game content - two functionalities that will be implemented in the future. As tokens are expected to be issued in the run-up to the launch, there is significant interest in and focus on the upcoming Airdrop.
SG Verse将推出生态系统代币SG Coin (SGC)。SGC可用于后续将上线的游戏内货币购买和内容消费。代币预计将在游戏上线前发布,即将到来的空投引发了浓厚的兴趣。
The most notable game title to be launched on SG Verse is Kai Sangokushi – Battle of Three Kingdoms. Yasuhiro Nishiyama, the creator of the Sangokushi series, oversaw the project, and while leveraging the Sangokushi games series, the game will be re-imagined as a blockchain game to bring out the fun of the gameplay.
SG Verse最受期待的游戏是《魁-三国志大战》。该项目由三国志系列的缔造者西山泰弘监制,将在链上重新演绎三国志游戏的乐趣。
The title was developed with an IP license from the major gaming company Sega, giving fans of Sangokushi a lot to look forward to
该游戏获得了知名游戏公司世嘉的IP授权,三国志粉丝充满期待。
https://prtimes.jp/main/html/rd/p/000000163.000034671.html
The title’s X account already has more than 30,000 followers, and over 140,000 people join the Telegram channel every month. In addition, the pre-registration event launched on October 10, 2024, and as of November 3, the game has accumulated over 158,000 users, with an average daily active user count of over 16,000. By playing the mini-game released at the pre-registration event, users can earn Bravery Points (BP), which can be converted into SGC tokens and received after launch.
该游戏的X账号已吸引逾3万粉丝,每月有超过14万人加入其Telegram频道。自2024年10月10日启动预注册活动以来,截至11月3日,游戏已积累逾15.8万用户,日均活跃用户数超过1.6万。通过预注册活动中发布的迷你游戏,用户可获得勇气点数(BP),游戏上线后可兑换为SGC代币。
Currently, in the mini-game Story 1, users can earn BP through quests and tasks to increase their BP rewards by leveling up the castle. The basic strategy of Story 1 is to earn BP as you prepare to acquire powerful warrior cards by acquiring warrior letters. The mini game is available online and as a Telegram Mini-App
目前,在迷你游戏《Story 1》中,用户可通过做任务获得BP,并通过升级城堡增加BP奖励。《Story 1》的基本策略是收集武将字母,获取强大的武将卡片,进而赚取BP。这款迷你游戏是一个Telegram小程序,可在线玩。
https://lp.kai-sangokushi-taisen.games/pre-guidebook
The story goes through three phases, so you can earn BP more efficiently by participating in advance. If you're interested in the Battle of the Three Kingdoms, or if you're anticipating the SGC token airdrop, you'll gain an advantage by joining early.
该游戏故事分为三个阶段,提前参与能让你更高效地赚取BP。如果你对《魁-三国志大战》感兴趣,或期待SGC代币空投,提前加入会更有优势。
https://lp.kai-sangokushi-taisen.games/pre-guidebook
You can join the pre-registration event mini-game here and use the invitation code to earn additional BP based on the number of people.
你可以在此处参与预注册活动的迷你游戏,并使用邀请码赚取更多BP(邀请越多赚的越多)。
See: double jump. Tokyo builds an L2 blockchain using AltLayer technology called SG Verse, which will be used in Sega's new IP blockchain game
参见:double jump.Tokyo采用AltLayer技术构建L2区块链SG Verse,用于世嘉新的IP链游
Overall, each Verse has a different ecosystem and a distinctive roster of games and applications. Users can choose and play games based on their favorite Verse theme, and developers can create games based on that theme. Users also have the option to launch their own Verse.
总体而言,每个Verse都拥有不同的生态系统和独特的游戏和应用阵容。用户可以从喜欢的Verse主题中选择游戏,开发者可以围绕主题开发游戏。用户也可以选择创建自己的Verse。
If you want to explore the games on Oasys’ Verses, you can visit Oasys Navi or check out the latest games and Dapps campaigns on VersePort.
如果您想探索Oasys Verse上的游戏,可以访问Oasys Navi,或在VersePort上查看最新的游戏和Dapp活动。
In this section, we will take a look at Immutable and Ronin, two of Oasys ’ most prominent competitors, and compare them to Oasys.
本节将介绍Oasys的两大竞争对手Immutable和Ronin,并将它们与Oasys进行对比。
Immutable
Immutable has developed and operates two blockchain gaming and NFT platforms, Immutable X (zkRollup provided by StarkWare) and Immutable zkEVM.
Immutable开发和运营了两个链游和NFT平台:Immutable X(采用StarkWare的zkRollup技术)和Immutable zkEVM。
Immutable X is not EVM-compatible and does not directly use Ethereum's common smart contracts, but you can develop games using its SDK. Still, there were technical hurdles, so Immutable zkEVM was developed for EVM support and smart contracts.
Immutable X不兼容EVM,也不能直接使用以太坊的通用智能合约,但开发者可以使用其SDK开发游戏。尽管如此,技术门槛仍然较高,于是Immutable又推出了支持EVM和智能合约的Immutable zkEVM。
According to Immutable's official website, there are over 300 games available at the time of writing. According to DappRadar, there are about 2 million unique active wallets in total.
根据Immutable官网,截至本报告撰写时已有300余款游戏上线。DappRadar数据显示,目前这些游戏的独立活跃钱包数总计约200万个。
Related Report: Illuvium (ILV) | Overview of ImmutableX Distributed RPG Illuvium
相关报告:Illuvium (ILV) | ImmutableX分布式RPG Illuvium概述
Ronin is an EVM-compatible blockchain gaming platform developed by Sky Mavis, the company behind Axie Infinity. After the Ronin Bridge was hacked in 2022 for over 70 billion yen, the company issued a security update and continues to operate as a blockchain gaming platform.
Ronin是一个兼容EVM的链游平台,由《Axie Infinity》出品公司Sky Mavis开发。2022年,Ronin Bridge遭受黑客攻击,损失逾700亿日元,随后Ronin推出了安全更新,并继续作为链游平台运营。
Ronin zkEVM is currently under development and running on a test net. In the future, each game will be able to deploy its own chain on Ronin. At the time of writing, there are 15 games in the Ronin ecosystem (20 or so before launch), mostly used by Axie Infinity, Pixels and other titles.
Ronin zkEVM目前处于开发和测试网运行阶段。未来每款游戏都将能在Ronin上部署自己的链。目前Ronin生态共上线了15款游戏(约20款待上线),《Axie Infinity》、《Pixels》等游戏占据大头。
At the time of writing, the total number of unique active wallets is around 430 million, according to DappRadar.
DappRadar数据显示,目前独立活跃钱包总数约4.3亿个。
Related Report: Axie Infinity OverviewBlockchain game project with DeFi elements
相关报告:Axie Infinity概览–带有DeFi元素的链游项目
While Immutable is a dominant platform in terms of the number of games and Ronin in terms of the number of unique active wallets, Oasys boasts similar strengths and potential.
尽管Immutable在游戏数量上占优,Ronin在独立活跃钱包数量上领先,但Oasys也展现了类似的优势和潜力。
Immutable offers two environments, Immutable X and Immutable zkEVM, but it doesn't offer the ability to create a game-specific blockchain. Smart contracts are freely customizable, but they must adhere to the constraints of Immutable's platform environment, and it can be difficult to achieve flexibility that uniquely fits a particular gaming ecosystem.
Immutable提供了Immutable X和Immutable zkEVM两种环境,但它并不支持创建自己的游戏链。智能合约可以自由定制,但必须遵守Immutable平台环境的约束,这限制了与特定游戏生态系统契合的灵活性。
Oasys allows game developers to build on the Verses (Layer 2s) that already exist for each theme, or create their own Verses for their own games. This level of flexibility deeply reflects the unique economies and mechanisms that are specific to games.
相比之下,Oasys允许游戏开发者基于现有的主题Verse(L2)进行开发,或创建专属于自己游戏的Verse,这种灵活性能够深刻反映游戏的独特经济模型和机制。
Additionally, as the Verses can work with each other, the ecosystem built for each Verse are interoperable , and players can move digital assets without constraints , with the potential for seamless and diverse player experiences.
此外,Verse之间可以相互协作,每个Verse构建的生态系统可实现互操作,玩家可以自由转移数字资产,这有望带来无缝和多元化的玩家体验。
Ronin's active users are primarily focused on Axie Infinity and Pixels. New games are also on the rise, but given the relatively small number of games available, it is difficult for latecomers to attract users while some games hold the majority of the user base.
Ronin的活跃用户主要集中于《Axie Infinity》和《Pixels》这两款游戏。尽管新游戏不断加入,但由于可玩的游戏有限,少数几款游戏霸占了大部分用户,新游戏很难吸引到用户参与。
Oasys creates a game economy around each Verse, and even for newcomers, it is easy to reach potential users because there are Verses for each theme.
Oasys围绕每个Verse构建了一个游戏经济,新游戏也能更轻松地接触潜在用户,因为每个主题都有对应的Verse。
Ronin zkEVM will allow each game to launch its own blockchain, but development is still ongoing, while Oasys is ready to take the lead and grow this model.
Ronin zkEVM未来将允许每个游戏推出自己的链,但开发仍在进行中,Oasys则已经准备好引领这一模式的发展。
In this section, we will look at the growth of games in the Web3 ecosystem, and the opportunities Oasys can take advantage of.
本节将分析Web3生态系统中游戏的增长趋势,以及Oasys能够把握的机会。
Based on the average number of daily unique active wallets per month by industry in Web3, gaming is following an upward trajectory along with AI. It is at 4.4 million daily active wallets, up about 20% from Q2 2024.
根据Web3中各板块的月均每日独立活跃钱包数,游戏和AI板块的活跃度呈上升趋势。目前游戏的日活跃钱包数已达440万个,较2024年第二季度增长约20%。
https://dappradar.com/blog/state-of-blockchain-gaming-in-q3-2024
This growth trend can be attributed to the increasing number of cases in which traditional game companies have successfully improved profitability and user engagement by providing experiences that deploy blockchain as an infrastructure. For example, game developer Ubisoft launched its first blockchain game in 2024.
这种增长势头可以归因于越来越多的传统游戏公司通过将区块链作为基础设施,提供链上体验,成功提升了盈利能力和用户参与度。例如,知名游戏开发商育碧于2024年推出了其首款区块链游戏。
Champions Tactics
冠军战术
Champions Tactics launched on Home Verse in October 2024. Prior to the game launch, in December 2023, the company released a free NFT collection of 9,999 NFTs, and the rights to mint in-game characters.
《冠军战术》于2024年10月登陆Home Verse。在游戏发布前的2023年12月,其公司推出了一个由9999枚NFT组成的免费NFT系列,并提供了铸造游戏内角色的权利。
As a result, even though the NFT collection was issued for free, at the time of writing it was trading at 0.03ETH (approximately ¥12,000), and the total volume of transactions has grown to over 3,300ETH (approximately ¥1.34 billion). The collection provides secondary sellers with up to 5% creator revenue (revenue for NFT collection creators) per transaction. While some marketplaces offer 0 creator revenue, NFT trading has the potential to be a promising source of revenue depending on the collection and digital assets.
由此,尽管NFT为免费发行,目前交易价格已达0.03 ETH,累计交易额突破3300 ETH。该系列为每次交易的二级卖家提供高达5%的创作者收益。尽管一些交易市场的创作者收益为0,但NFT交易作为收入来源仍具有很大潜力。
See: Dune-Champions Tactics
参见:Dune-Champions Tactics
It is highly likely that this success is driving not only higher NFT prices and transaction volumes, but also qualitative changes in user engagement. In addition to enjoying the game more, token holders also enjoy the experience of trading and collecting items that increase their value. This promotes active engagement with the game and creates a user base that is more loyal than traditional users.
这一成功不仅推高了NFT价格和交易量,也带来了用户参与度的飞跃。代币持有者不仅能享受游戏本身的乐趣,还能体验到交易和收藏增值物品的兴奋。这增强了玩家的积极参与度,培养出了比传统用户更忠诚的用户群。
A second noteworthy use case is that of De: Lithe Last Memories, a rogue-like action RPG that sold out 220 NFT Land plots and 1,000 NFT Dolls at the NFT Public Sale in July 2024. The success of the sale suggests that the key to monetization is to gradually transition Web2 users to Web2.5 users (users who have been exposed to Web3 elements such as NFTs and marketplaces) and then convert them to Web3 users.[LINK1]
另一款引人注目的游戏是《De: Lithe最终回忆》,这款动作RPG肉鸽游戏在2024年7月的NFT公开发售中,成功售出220个NFT地块和1000个NFT娃娃。此次成功发售表明,实现盈利的关键在于逐步将Web2用户过渡为Web2.5用户(即接触过NFT和交易市场等Web3元素的用户),再将他们转化为Web3用户[链接1]。
De: Lithe Last Memories has an exhilarating and strategic appeal in addition to supporting in-game purchases and a collection of valuable NFT items. All elements are linked, creating a cycle in which players "Charge for fun and find future value in the items you get." This creates a flow in which players go beyond simple consumption to acquire a sense of ownership of the item, and then make additional purchases in order to enhance it or acquire rare items.
《De: Lithe最终回忆》除了支持游戏内购买及收集有价值的NFT藏品外,还提供了令人兴奋的策略性玩法。游戏内的所有元素环环相扣,玩家“为乐趣而付费,并通过获取的道具找到未来价值”。这种流动模式让玩家超越单纯的消费行为,产生拥有道具的感觉,促使他们进一步购买以增强道具价值或获取稀有道具。
By providing Web2 users with the opportunity to naturally interact with Web3 elements as the game progresses, players develop a sense of ownership and attachment to the item, and as a result, higher billing rates and engagement are expected. De: Lithe Last Memories has become a popular game with more than 700,000 participants at the pre-registration stage due to its new revenue model utilizing NFTs. This is an example of how the gradual transition of users to Web3 can result in high levels of commitment and contribute to higher revenues.
通过在游戏中为Web2用户自然融入Web3元素,玩家会逐渐对道具产生所有权和情感投入,从而能提高他们的付费意愿和参与度。得益于NFT带来的新盈利模式,《De: Lithe最终回忆》成为了一款备受欢迎的游戏,在预注册阶段就吸引了逾70万参与者。这显示了逐步引导用户向Web3过渡能够提高用户忠诚度,并推动收入增长。
Companies that have been providing high-quality games for a long time are beginning to find a way to stand out in the saturated game market by using blockchain to provide new user experiences.
那些长期提供优质游戏的公司,现在开始通过区块链技术带来的新颖用户体验,在竞争激烈的游戏市场中脱颖而出。
These success stories suggest that the adoption of blockchain as an infrastructure is not just a temporary trend, but is becoming recognized as a profitable growth strategy in the game industry. This indicates a sign of change that will accelerate the trend of more traditional game companies using blockchain as an infrastructure.
这些成功案例显示,将区块链作为基础设施的趋势并非昙花一现,而是被游戏行业视为了一种可持续的盈利增长策略。这种转变将加速传统游戏公司采用区块链这一基础设施的趋势。
As new platforms emerge, such as Tap To Earn, a game that can be played on Telegram, the number of users is expected to increase as competition intensifies.
随着新平台的涌现,比如可以在Telegram上玩的Tap To Earn游戏,竞争持续加剧,并有望进一步扩大用户基数。
Related Report: Overview of Hamster Kombat, the leading Tap to Earn game, and the potential for a new monetization model
相关报告:头部Tap to Earn游戏Hamster Kombat概述以及新变现模式的潜力
Furthermore, in Q3 2024, game platforms and infrastructure accounted for about 80% of the total investment in the blockchain game and metaverse sector, rather than individual games, indicating that infrastructure development is being emphasized.
此外,2024年第三季度的数据显示,游戏平台和基础设施投资(而非单一游戏)约占链游和元宇宙行业总投资的80%,这表明基础设施开发正受到重视。
https://dappradar.com/blog/state-of-blockchain-gaming-in-q3-2024
In the future, there will be an even greater demand for game content that attracts a large number of users and an infrastructure that can flexibly design them.
未来,对于能够吸引大量用户的游戏内容以及支持对内容的灵活设计所需的基础设施的需求将会持续增长。
As a game-specific blockchain, Oasys has the strength to enhance interoperability between Verses and provide a seamless user experience at the infrastructure level. This makes it easier to adapt to the current trend in the blockchain gaming industry, where the number of users increases and infrastructure is paramount, and to meet the long-term demand for game-specific infrastructure that is expected to grow.
作为一条专为游戏设计的链,Oasys的优势在于其各Verse之间的强大互操作性,以及可在基础设施层面提供无缝的用户体验。藉此,Oasys能够更好地适应当前链游行业用户基数增长、基础设施至关重要的趋势,并满足对游戏专属基础设施日益增长的长期需求。
In recent years, attention acquisition using tokens has become a trend in blockchain games, but many of these face sustainability challenges. For example, models such as Tap To Earn tend to be structured in a way that users spend time and effort but get a temporary reward, which erodes the original fun of gameplay and the value of digital assets. For this reason, we believe that there will be an increasing demand for gaming experiences that provide long-term value and do not end at mere consumption.
近年来,通过代币获取关注度已成为链游的趋势,但其中许多都面临可持续性挑战。例如,Tap To Earn等模式通常要求用户投入时间和精力,却只能获得暂时的奖励,这会侵蚀游戏的原始乐趣和数字资产的价值。因此,我们认为市场对提供长期价值且不止于单纯消费的游戏体验的需求有望增长。
Oasys is a platform that is highly reliable in terms of security and sustainability, with major Japanese companies participating as validators.Oasys is thus able to retain and utilize digital assets acquired in games while supporting the growth of the ecosystem. This enables a new value experience and provides users with long-term asset value, unlike traditional short-term consumption entertainment. This value will bring out the inherent appeal of games, especially for the Web3 gaming audience, and will also contribute to user loyalty.
Oasys在安全性和可持续性方面高度可靠,多家日本大公司担任其验证者角色。因此,Oasys在支持生态系统增长的同事,能够帮助用户守住和用好游戏内的数字资产。这带来了新的价值体验,为用户提供长期的资产价值,与传统的短期消费娱乐形成鲜明对比。这种价值体验将激发游戏的内在吸引力,尤其是对于Web3游戏受众,并有助于提高用户忠诚度。
Blockchain games are a growing segment of the Web3 ecosystem globally. As a game-specific blockchain infrastructure, Oasys has helped traditional game developers enter Web3 for the first time, creating success stories like Champions Tactics. According to DappRadar, Oasys and its current Verses have amassed 150,000 unique active wallets and more than 3 million transactions in the last 1 month.
区块链游戏是全球Web3生态系统中一个快速增长的板块。Oasys作为游戏专用的区块链基础设施,帮助传统游戏开发者初次涉入Web3领域,创造了《冠军战术》等成功案例。根据DappRadar的数据,过去一个月,Oasys及其现有Verse层积累了15万个独立活跃钱包和逾300万笔交易。
Another notable title, Battle of Three Kingdoms, has the potential to reach even more users due to SG Verse's token-issuing expectations and collaboration with large IPs. In addition, more than 20 game titles are expected to be deployed on Oasys in the future.
另一个备受关注的游戏《三国志大战》,基于SG Verse的代币发行预期和与大型IP的合作,有望覆盖更多用户。未来Oasys预计还将陆续部署逾20款游戏。
Apart from game content, Oasys is also strengthening and augmenting DeFi. In September 2024, we launched Palmy Finance, a lending protocol, with an opportunity to earn stable interest-based income u
The Avalanche-based inscription token now has over $43 million USD in market cap, and mints at more than $2 per mint.
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