链游这个赛道还是挺火的,从axiex到stepn,都是非常典型的代表:用户很多、玩法也算丰富,市值也是高企。但是,这些链游几乎都是一波流,这又是为何呢? ![slp.jpg](https://ipfs.ilark.io/ipfs/QmPBRgH3vWtcDrrTsXA9KD5HnrDPBL8DEB8WcaLB82Mz61) SLP和GST都是下跌数百倍,几近归零! axiex没玩过,但白皮书和玩法也是研究过一阵子,没进。stepn研究过,也入坑玩过,自然也是深套!任你是币圈老鸟,割你没商量。 还是大意了!stepn是有搔到痒点,但它链游的性质没变,一波流来了,谁也跑不了。回首思量下,总结了两点: 1. 基本面没有共识。链游都是冲着打金去的,一有波动,就全线溃败,互相踩踏,毫无共识可言。 2. 庞氏经济。代币经济很重要,经济一崩溃,啥啥都得完啊。但链游基本都是庞氏经济的设计:以高收入吸引人进来,氪金,新玩家一停滞,就崩盘了。内在流动性不足,外向性缺失,生命力自是不足。 现在的链游和NFT几乎都是庞氏的玩法,不排除早期的聪明人有赚到钱,但是这些玩法风险都很大,随时崩盘,随时被割。真要玩时还是多想想,要不要上这个赌桌。
author | lemooljiang |
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👏👏
author | marygong77777 |
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permlink | re-lemooljiang-2022810t191351459z |
category | hive-105017 |
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@tipu curate
author | mrspointm |
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category | hive-105017 |
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<a href="https://tipu.online/hive_curator?mrspointm" target="_blank">Upvoted 👌</a> (Mana: 0/39) <a href="https://peakd.com/hive/@reward.app/reward-app-quick-guide-updated" target="_blank">Liquid rewards</a>.
author | tipu |
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怎么回事?
author | rivalhw |
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哈,复了下盘,链游太难玩了!
author | lemooljiang |
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我在玩splinterlands☺️
author | weisheng167388 |
---|---|
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还活着哟,不容易!
author | lemooljiang |
---|---|
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