Viewpoint: The current cycle requires the layout of the game track, because it has the most large-scale circle-breaking effect

Independent researcher Jason Chen Jian posted on the The logic is: 1. In the last cycle, games were the sector with the most financing in the entire Web3 primary market, locking up a large amount of institutional funds. It would be difficult to exit after such a large amount of money after two cycles, otherwise institutions would have a hard time. The primary market is very strong. The will needs this sector to bubble up. 2. This year will be the first year of 3A GameFi. After the last round of shoddy small games, how to balance playing and making money is a big question left to the market. Excellent large-scale production not only conveys the team's strength and willingness to do things to the outside world, but also It is also a path of continuous development from playable to fun, but it is also a pity that we have not yet seen the emergence of paradigm innovations such as CryptoKitties, Axie, and STEPN. 3. Regardless of the historical experience of Web1, 2, and 3, games are the track with the most large-scale circle-breaking effect. 4. Games are naturally suitable for combining blockchain, NFT + Token + economic model + scalability, and can use as many blockchain features as possible, as well as a full-scale game that is still very niche but has sufficient narrative. Chain games into autonomous worlds. However, the problems currently faced by the game track still exist, including the need for long-term exploration of the balance between playing and making money, and the death spiral pattern of skyrocketing and plummeting is still difficult to escape, so this is a highly explosive but risky industry once it rises. High track. "