The logic behind the explosive popularity of the Web3 game + public chain product combination

Author: Brian & Xiaofei, W Labs

1. The growth of Web3 game public chain is amazing

In the early stage of this bull market, various hot spots emerged one after another. However, among the Web3 game-related sectors, which ones areTokenThe most surprising increase?BinanceAnd mainstream such as OKxexchangeAfter statistics, we found that the RON-Ronin public chain should have the highest increase, which has risen 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 point in September 23 to the highest point. The leaders of other Web3 game-related sectors, such as Bigtime, YGG, Gala, etc., have increased by about 6-7 times during the same period. Compared with other full-ecosystem public chains, except for Solana, which stands out with an increase of about 11 times during the same period, other public chains such as Avalanche are about 7 times, Polygon is about 2.5 times, and Optimism is about 4.5 times. Why are game public chains so eye-catching in this round of bull market? Why are these game public chains that started with Web3 games so popular with market funds?

2. Web3 Games + Public Chain Flywheel

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

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

2. Game players complete transactions through the public chain, provide income and liquidity for the public chain, contribute data and revenue to the game, and inject new vitality into the game ecosystem. Players increase their enthusiasm for participating in Web3 games through game revenue.

3. The scale of players can further promote the cost sharing of the public chain and achieve performance upgrades, so that the game public chain can provide better infrastructure support for the game through better performance, lower costs, and better interactive experience;

4. Finally, through operations and profits, the game contributes income to the game development team, provides better cash flow support, and encourages 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 decent performance, and cooperate with capable development and operation teams, it can rotate in a positive direction and spiral upward during the bull market to become the brightest star in the market.

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

There are certainly many game teams developing their own game chains in the market, and there are also many public chain teams that have high hopes for the Web3 game field, but 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 must be met:

1. The public chain platform needs to create a hot and high-traffic product that can maintain a long period of time;

2. The public game chain needs to move towards an ecological platform after being supported by a heavyweight product;

3. In the future, more heavyweight products will be needed to maintain the activity of the ecosystem.

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

4. Axie and Ronin

In the past bull market, Axie Infinity has become the most dazzling star in Web3 games with its leading position on Ronin. 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 "The First Article of the GameFi Public Chain Research Series of Guatian Academy - The Development and Upgrade Route of Ethereum", we used Axie as the dazzling star of the Ethereum ecosystem in the last bull market. Today, the brilliance of Axie is the product of Ethereum's performance bottleneck and continuous congestion. In order to break through this problem, the Axie team decided to build a public chain on their own, and Ronin came into being.

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

Axie’s rise began in the last bull market. The booming market at that time made it quickly popular, greatly increasing the playability of the game and the enthusiasm of players, leading to a new wave of “P2E” Web3 game craze, and even giving birth to a large number of game unions andGold FarmingAt its peak, Axie’s monthly turnover exceeded $300 million, surpassing “Honor of Kings” and becoming the world’s largestmake moneygame.

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

As an Ethereum sidechain based on a hybrid consensus mechanism of Delegated Proof of Stake (DPos) and Proof of Authority (PoA), Ronin Network aims to solve the problems of long-term congestion and high transaction fees in Ethereum. 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 an important supplement and expansion 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 addition 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 ecosystem matrix platform. In particular, since 2024, the activeness of the Ronin ecosystem haswalletThe number of players continues to break records, further driving the price of the Ronin chain to soar. From another perspective, Axie Infinity's millions of players provide a solid user base for Ronin. Based on Axie's strong traffic, it can bring strong initial traffic support to other games in the Ronin ecosystem. Coupled with the game team's strong development and operation capabilities, the game + public chain ecological flywheel can accelerate its take-off.

5. Gods Unchained and ImmutableX

As the main competitor of the established game public chain, ImmutableX (IMX) is undoubtedly the most eye-catching challenger of Ronin. It also adheres to the strategy of "acting well and then singing", first successfully developed a hit game Gods Unchained, then focused on expanding the public chain ecosystem, attracted many well-known projects to settle in, and provided game developers with all-round on-chain support to realize the ambition of becoming the first chain in the Layer2 game field.

Gods Unchained is a "Hearthstone" card game. Players need to choose 30 cards to form a team, then fight monsters to level up, 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. Minions have attack values and health points, and attack on command on the card field; spells are one-time use functions and will not stand on the card field; weapons: equipped on the character, with attack values and durability values, characters equipped with weapons can attack, and each attack consumes 1 durability point. Led by the former game director of Magic The Gathering: Arena, the game focuses on competitive games, and players must strategically surpass their opponents by building decks that can cope with various tactics.

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

Immutable X is a second layer on Ethereum developed by the Gods Unchained team (L2) expansion solution, based on Validium, StarkWare and zkEVM technology, greatly improves the scalability of Ethereum and reduces minting and transaction fees. It has a speed of 9,000 transactions per second, and the gas fee can be reduced to almost negligible. Immutable X focuses on the GameFi field and customizeswalletUser experience to attract mainstream gamers, provide professional and simple APIs and SDKs for game developers so that they can launch new games faster, and provide a global order book to spread NFTs toBlockchainEvery market in the network.

According to the official website of Immutable X, the number of its ecological games has exceeded 150, and the daily transaction volume and number of users are growing rapidly. In addition to Gods Unchained, Immutable X has also attracted star games such as Guild of Guardians, Metalcore, Illuvium, and Space Nation to settle in, greatly promoting the development of the overall ecology.

The booming development of the Immutable X ecosystem can be said to be a very successful market validation and product transformation. With the strong technical strength of the team, it entered the game track with Validium and StarkWare, and then established its position in the second layer with the orthodoxy of zkEVM. At the same time, through cooperation with the mainstream platform GameStop, it added flagship games, enriched the ecological connotation, and improved user activity. It can be said that it has completely gotten rid of its dependence on the single game Gods Unchained. It is rapidly rising to become an important infrastructure in the field of Web3 games.

6. Mines of Dalarnia+Chromia+DAR OpenNetwork

When we were searching for Web3 games + public chain product combinations on the market, we found a product matrix from Europe, which is a combination of mining game Mines of Dalania + public chain Chromia + metaverse portal DAR. I played the game in the early days. The overall production is excellent and the sense of attack is strong, but I didn't know that the project owner 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 equipment in order to enter more dangerous territories. The goal of Dalarnia miners is to become stronger and more efficient, accumulate wealth, face challenges and monsters in the depths, and show themselves with outstanding performance. In the future, players will become part of a multiplayer shared space and participate in exciting multiplayer competitions. Most of the land in the game (LAND), used for mining, are owned by players. Each LAND plot is unique and has different resource distribution. As the game expands, more properties of each LAND plot will gradually be revealed. LAND landlords must actively use landform transformation capsules to maintain their mining plots to remain attractive to miners. This is the adjusted economic model cycle diagram:

1. Single Player Mode:

   There are various tasks, including mining, salvaging, MOD robots, etc., which can obtain various rewards; at the same time, the game is divided into various seasons, each with a different prize pool. At the end of each season, players will receive rewards based on the proportion of the number of moon fragments they have collected compared to the total number of moon fragments 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 Jump is designed as a short, fun break to relax with other players. Miners are playing a dangerous game outside the satellite: jumping between hoverjet platforms that are running low on fuel. One by one, the platforms will fall into the void below, and the miners must jump between platforms to stay afloat.

3. New Card Game: Dalarnia of Legends

   即将推出一款全新的卡牌游戏，也是 Dalarnia 生态系统中非常重要的一款产品，直接使用 DAR 作为通用代币，届时将有更多的机会不容错过。

Its token DAR was launched at the end of 21Binanceexchange, and then the game also received good exposure in the early bear market, attracting market attention. Xiaobai NavigationFOMO, everyone rushed to buy DAR tokens to mineGold FarmingAt that time, due to plug-ins, DAR output was unbalanced and the price of the currency fell, resulting in the loss of players. However, the team continued to stick to development and operations in the bear market.

During the subsequent bear market, the team not only continued to improve and optimize the game "Mines of Dalarnia" itself, but also completely redesigned the game's economic system and explored the Web 3.0 game ecosystem in depth, expanding the business beyond games. They deeply realized that the potential of the Web 3.0 game ecosystem far exceeds the imagination of a single game, such as NFT and smartcontractThe introduction of has made cross-game asset interoperability possible, and the concept of players and developers jointly shaping the game ecosystem has become increasingly practical.

While Mines of Dalarnia is still developing, the team has begun to build internal tools and product modules for other game developers interested in Web 3.0. These tools and modules are integrated into the DAR Open Network game ecosystem. In the future, the team will deliver a new, open system featuring underlying technology and tool support toCommunityTogether with the market, we will build an open gaming ecological network. This is not only a subversion of the existing game model, but also a belief in the future development of Web3 games!

Chromia

Chromia is a relationalBlockchain平台，使人们可以轻松地在现实世界中构建去中心化应用程序，以创造一个更美好的世界，是独立的第一层。也可以成为以太坊的第二层，利用更便宜和更快的开发时间以及更便宜和更快的交易。这就是 Hedget 创建金融期权市场的方式，而 DeFi 则可以更快地与以太坊合作。在官网上已经展示的 Web3 游戏包含：《 My Neighbor Alice 》《 Mines of Dalarnia 》《 Krystopia: Nova’s Journey 》《 Chain of Alliance 》。其中《 My Neighbor Alice 》就是已经上线币安交易所的 Web3 游戏项目爱丽丝，《 Mines of Dalarnia 》是前面提到的主打的 Web3 游戏，代币也已经上线币安交易所，看起来他们的资源能力很强大。这也是值得大家关注的重要信息。

It seems that what they are going to do does not stop here.

DAR Open Network

The DAR Open Network aims to create a universe that goes beyond the concept of games. Social interaction, asset exchange andCommunityGovernance forms 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 heart of innovation, where new games are not only launched but also incubated. Our next project, Legends of Dalarnia, is a collectible card game (CCG) that will AI Art blends with strategic gameplay and fun, fast-paced pvp sessions. Legends of Dalarnia aims to make a lasting impact on the virtual card game space, offering a glimpse into the future of gaming.

• Multiverse

  The DAR Multiverse is a collection of games connected by a central experience called the Dalarnia Nexus. It is a living, breathing, ever-expanding universe.BlockchainTechnology creates a world where all DAR games coexist, increasing asset value and utility. Key Features:

• Dalarnia Portal

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

• 社区和生态系统的演变

  “We believe in a world where gamers are not just consumers, but active participants in the gaming world.” This shift toward a community-driven approach is reflected in every aspect of the DAR Open Network.

  1) Community Governance: The DAR Open Network will empower players with decision-making power, 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 line between creators and users.

  3）多链支持：DAR 开放网络在 BNB 链生态系统内启动，将支持多个 L1 区块链，为游戏玩家提供 Web 3.0 游戏的无忧体验。

Finally, we also discovered their bigger picture: first look at the market value of "Mines of Dalarnia". Currently, Binance Exchange shows that the circulating market value of DAR tokens is 100 million US dollars. 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, so 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.

Summarize

The golden combination of Web3 games and public game chains, like the perfect match between Axie and Ronin, Gods Unchained and ImmutableX, has been verified by the market, while Mines of Dalarnia + Chromia + Dalarnia is playing a bigger game, supporting the three cornerstones of Web3 games, content + infrastructure + community, through a triangular ecosystem. These ecosystems are not just games, but a new combination system that combines the innovative gameplay of Web3 games with the advanced technology of public game chains, 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 public chains, forward-looking judgments on the market, and complex operational strategies, which is beyond the scope of what a small team and small-scale financing can afford. Therefore, the project party who chooses this path is not only making project selections, but also endorsing their own beliefs and visions: supporting a set of overall solutions and ecosystems around Web3 games under the heavy asset model and large investment model.

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

The article comes from the Internet:The logic behind the explosive popularity of the Web3 game + public chain product combination

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