Searching for the "Holy Grail" project in the blockchain gaming track

Introduction

In the upcoming next round of the bull market, is it most likely that playability-focused blockchain games will become the "holy grail" projects? If so, how should users logically search for and strategically layout specific projects in advance?

1. About the "Holy Grail"

1. Cryptocurrency "Holy Grail"

After transitioning to PoS, Ethereum is expected to deflate by about 0.43% annually, with the potential for acceleration in the future. EIP-1559 has already burned over 3.5 million ETH, and a bull market will further accelerate deflation. As the infrastructure for L2, Ethereum will thrive alongside the prosperity of L2.

2. The "Holy Grail" of the Chain Game 1.0 Era

• Axie Infinity: Total revenue exceeds 400 million USD, with a peak market value of 10.4 billion USD.
• STEPN: Total revenue exceeds 200 million USD, with a highest market value of 2.3 billion USD.

3. The "Holy Grail" of Blockchain Games 2.0

Estimated standard:

• Total revenue exceeds 300 million USD
• Daily earnings of 2 million to 10 million USD
• Circulating market value exceeds 15 billion USD

2. Detailed Classification of Blockchain Games: Asset Composition

According to the composition of assets, blockchain games can be divided into four categories:

1. NFT breeding-focused game
2. NFT mining and DeFi combinatory games
3. Full Chain Game
4. Only games with core assets on-chain and high playability

Games of the 4th category are most likely to reach the "Holy Grail" in the next bull market:

• Focus on playability and user experience
• Core assets can be put on the chain, not pursuing complete on-chain.
• Focus on building user ecosystems

Seeking the "Holy Grail" project from Web3 blockchain games that inherit the essence of globally popular Web2 games.

3. Case Analysis

1. Matr1x Fire: Web3 version of CS:GO

• FPS shooting game, drawing on the mature business model of CS:GO
• The team comes from major gaming companies and has extensive development and publishing experience.
• Completed $10 million Series A financing
• Multiple game modes and maps, supporting esports events
• Treasure chests and item skins in NFT form

2. SERAPH: Web3 version of Diablo

• ARPG game, similar to Diablo
• The South Korean listed gaming company Actoz Soft developed
• Equipment, gems, etc. are the main assets
• Special NFT empowerment to produce resources
• The feedback from the two beta tests was good.

3. Oil War: Web3 Version Oil Tycoon

• Simulation management game, simulating the oil extraction to sales process
• Developed by MetaSensor, issued by Surf Guild
• PVE mining, team championships and other gameplay modes
• Game tokens can be exchanged for governance tokens.
• The Compass gaming service platform will be launched.

4. Conclusion

Finding ideas for "Holy Grail" blockchain game projects:

1. The next bull market requires a large number of new users.
2. New users find it easier to accept highly playable blockchain games similar to Web2.
3. Find and analyze Web3 products that imitate traditional hit games.

The "Holy Grail" project is elusive and requires in-depth research on various aspects. Excellent projects need the relentless efforts of an excellent team.