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吉隆坡之行,收获颇丰。见了几个币圈老友,考察了5个gamefi相关公司。

一致认为下半年大概率gamefi热潮,类似上半年的AI热。

BSC链还是链游构建的主战场,占比一半以上,教育成本低,代币交易便捷,用户体量大。 Image
其次是相关在L2构建,比如 #RON (代表作:AXS)#IMX (代表作:ILV) #ARB(代表作:BEACON)等。

还有L1游戏公链,比如 #WAX (代表作:TLM与农民世界),比如 #CHR (代表作:ALICE),比如 #WEMIX (代表作:MIR4)
游戏渲染,这个提过很多次,重点重点,ai图形与动画渲染目前龙头是 #RNDR ,还有几个项目还没发币。

最后是游戏公会,要重视,它不光是投资机构,还是流量媒体,还是gamefi人才黄埔军校。
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