From Chain Game Guild 2.0 to a New Platform Upgrade
Author: Bob | Plain Language Blockchain
After the halving of Bitcoin, the encrypted market has entered a new critical phase in the cycle. Looking back at the last major market boom, the impressive "explosiveness" of game-related tracks such as GameFi and the metaverse has left a deep impression. Not only did it give rise to phenomenal chain games with millions of users, but it also brought about the popularity of Play to Earn (P2E) and the emergence of a batch of "gold farming" game guilds and platforms, which has always been unforgettable.
So, in this round of the major market boom, in what form will the next phase of dividends in the Web3 gaming track appear, and where is it likely to occur?
01
The Warm Spring River Predicts the Duck's Arrival
1) The Birth Background of Chain Game Guilds and Related Platforms
In 2021, the rise of chain games, represented by Axie Infinity, brought about the Play to Earn game mode in the encrypted field. According to TokenTerminal data, Axie Infinity's highest daily revenue could reach $17.5 million, with a Daily Active User (DAU) reaching 3 million, and its monthly revenue once surpassed "King of Glory" to rank first globally. At the same time, P2E games also brought substantial income to game players, with an average of several hundred dollars earned in 1-2 weeks, and the consecutive wealth effect also led to a high growth of chain game users.
Due to the rapid rise and strong growth of chain games, and the fact that most players are high-net-worth individuals, they quickly became a "hot cake" in the gaming industry. However, problems also arose. It is well known that the encrypted industry has high operational thresholds, high costs, and low general awareness among newcomers, which has deterred many people. This naturally led to the emergence of the gold farming studio and other industrial chains. Among them, the "game guild," which is very popular in the traditional gaming field, made its debut. The same organizational form was applied to Web3 games, helping game players overcome high thresholds and entry barriers, while also increasing overall income.
The well-known chain game guild YGG received over $21 million in venture capital in just over a year, and subsequently, many innovative platforms emerged. For example, GuildFi, which is a guild platform developed based on game guilds, connects games, NFTs, and communities through the development of basic infrastructure platforms, elevating game guilds to a new level. The project received favor from many top-tier capital institutions, completing a $6 million seed round of financing at the end of 2021, led by DeFiance Capital and Hashed, with participation from star institutions such as Pantera Capital, Coinbase Ventures, Alameda Research, and Animoca Brands.
2) Why Pay Attention to Chain Game Guilds and Related Platforms
Although the heavy blow of the encrypted bear market has not been sustained, the stunning scene of the GameFi track "dominating half the sky" has always been vivid in the minds of game players. Currently, with the improvement of the underlying infrastructure and the improvement of the encrypted market, chain games could "make a comeback" at any time, and capital institutions have long been eagerly waiting.
The chain game guilds that have always been deeply involved in the "heartland" of Web3 games are the best observation objects to grasp the direction of the track. It is well known that the guilds and related platforms at the forefront of the track have the highest sensitivity to the understanding of chain games and the keen sense of smell for new dividends in chain games. To seize the dividends of the Web3 track, it is necessary to pay attention to the actions of game guilds and related platforms.
02
The Evolution and Iteration of the Three Giants of Chain Game Guilds
In the fluctuating years of the encrypted market, many chain game guilds and derivative projects have disappeared, leaving only teams with strength and strong backgrounds to continue exploring more possibilities. For example, the three giants of chain game guilds, YGG, Merit Circle, and GuildFi, have been continuously evolving and iterating. So, how are they doing now? Let's take a look…
1) YGG: Transitioning to Funded Investment Cooperation to Expand Community Scale
Initially, YGG was a decentralized game guild built on ETH and Polygon, pioneering the scholarship model and driving the rise of the blockchain game guild track. It gradually transitioned to expand its territory through investment in game ecosystem assets and by establishing SubDAO to find suitable dissemination and marketing channels in different countries, thereby expanding its influence and establishing exclusive communities in different countries to further develop its ecological community scale.
2) Merit Circle: Transitioning from a Single-Game DAO to a Game Platform and Infrastructure
Like YGG, Merit Circle was initially a scholarship guild DAO. Due to YGG's strong competitiveness, over time, it transitioned and explored new directions, such as investing in high-quality game assets, incubating gold farming studios, and developing game infrastructure public chains and distribution platforms. In August 2023, the subnetwork Beam game infrastructure chain, built in collaboration with Avalanche, went online, and subsequently, related game tools and an NFT market were launched based on this chain. The transition of Merit Circle has been recognized by the market, with its token MC experiencing a peak increase of over 1000% in March 2024.
3) GuildFi: From Chain Game Guild 2.0 to the All-New Zentry Platform
GuildFi's project financing has exceeded $100 million and is already one of the largest web3 projects in the gaming industry. Although it is one of the "three giants of chain game guilds" along with YGG and MC, its route is not entirely the same.
GuildFi was initially positioned as the "Chain Game Guild 2.0" infrastructure and platform, providing entry, connection, and value-added services for players, guilds, games, and investors, thus elevating guilds to a new level. By making guilds a form of infrastructure, GuildFi ID, Proof-of-Play Rewards, game distribution and scholarship platforms, NFTs, and game tools have been combined to create a one-stop solution for game/metaverse experiences.
In terms of infrastructure and platform construction, GuildFi has actually been ahead of Merit Circle, as it began polishing its platform and various infrastructure services as early as 2021, while Merit Circle only began transitioning to a platform in late 2023.
In recent news, GuildFi officially announced its rebranding as Zentry, integrating the digital and physical game worlds to create the Zentry superlayer, creating a unified Play economy for 3 billion players. Currently, Zentry is positioned as a superlayer that integrates loyalty systems, player identities, and cross-game activities, providing a unified gaming experience for players. It will become the new foundation of the gaming economy, driving the comprehensive integration of player networks, artificial intelligence, and Web3, leading the new era of gaming, entertainment, and lifestyle.
In short, while Merit Circle has reaped a 1000% market response during its platform transition, GuildFi, which has been ahead in platformization, is currently undergoing iterative upgrades, and is now in the dividend period of the all-new Zentry platform.
03
The Brand Upgrade Dividends of Zentry Seeking Change and Breakthrough
From Chain Game Guild 2.0 to the All-New Zentry Platform, what changes and dividends worth paying attention to have been brought by Zentry, which is relatively ahead?
1) What Iterations Has Zentry Made
According to official information, Zentry has further deepened the concept of the "superlayer," bringing a grand vision of a unified Play economy for 3 billion players across all games. It seamlessly integrates loyalty systems, player identities, and cross-world activities from countless games and platforms into a single layered experience.
Zentry has brought about 4 vertically integrated core components:
a. A foundational blockchain infrastructure bridging Web2 and Web3 data, including identity, assets, and activities;
b. A targeted set of consumer applications aimed at attracting various player segment markets;
c. A diverse world of intellectual property deepening engagement through compelling narratives and intellectual property partnerships;
d. Over $100 million in incentive funds specifically for strategic expansion and ecosystem incentive measures.
In fact, during the GuildFi era, Zentry had already accumulated a considerable amount of resources:
A. Integration of High-Quality Projects Invested in the Past into the Superlayer
High-quality projects in the chain game industry's upstream and downstream that Zentry has been investing in and incubating, covering areas such as games, AI, and socialfi, including Xai, Memeland, Ronin, Mavia, Sipher, Aperion, Shrapnel, Avalon, Fnatic, Pixelmon, Ultiverse, Jambo, Tatsumekoo, Nyan, Talon, XSET, Aethir. These projects will all be integrated into the superlayer.
B. Abundant Cash Flow
It is reported that Zentry's annual activities such as cooperation, investment, staking, and node operations can generate over $10 million in revenue. This income will be invested in community incentives and ecosystem support, yielding significant results.
C. Experienced Release Platform
After a long period of polishing and accumulation, Zentry already has an experienced network of anchors/creators and release platforms with companies such as Riot Games, Hoyoverse, and EA, providing user acquisition support for gaming/entertainment partners.
At the same time, Zentry has introduced a new token and a new token economic model. The original GuildFi Token GF will be converted to the new Zentry Token ZENT at a ratio of 1:10.
In simple terms, Zentry aims to directly connect all games in a unified system, targeting 3 billion game players, through the upgraded GuildFi ID (player identity), Proof-of-Play Rewards (loyalty system), and cross-platform distribution of all types of games. It aims to become the largest distributor of games/entertainment/lifestyle, massively adopting them into the Web3 world, transforming various chains/infrastructures and games into a thriving ecosystem.
2) What Dividends Does the Upgraded Zentry Bring?
A. Brand Upgrade, Project Reevaluation by the Market
As mentioned earlier, Zentry's reorganization of advantageous resources and deepening of the "superlayer" concept will lead the project into a grander vision. Therefore, it cannot be seen as a new platform starting from scratch. With a treasury of $100 million (mainly in stablecoins and Ethereum), coupled with a continuous stream of cash flow, it means that real gold and silver will be invested in community construction incentives and ecosystem development.
If we look at the platformization transition of Merit Circle, the upgraded Zentry may also trigger a market reevaluation and enter a more suitable market value range.
B. Token Split
There have been many cases where token splits have resulted in positive outcomes, such as the earlier DOT and MC, which is also one of the three giants of the guilds. Taking MC as an example, after the token split, the market response was rapid, with an increase of 200-300%.
In fact, the logic behind the benefits of token splits is simple. One is that the split event brings great attention, guiding market value discovery. The other is that the split often accompanies the adoption and empowerment of the token economic model upgrade. Perhaps the new upgraded Zentry Token will also receive positive expectations.
04
Conclusion
The widespread adoption of Web3 applications in the encrypted industry is inseparable from the attraction of GameFi to 3 billion game players worldwide. Game guilds are not only player communities but also the infrastructure that connects the upstream and downstream of the Web3 gaming industry.
Platforms like Zentry, starting from the game guild platform, are committed to creating richer and grander game solutions, and are expected to bring the next wave of tens of millions of users to Web3. In this process, it will also bring platform development dividends and track ecological prosperity dividends to users.
Source: https://mp.weixin.qq.com/s/DXbnvgE1181Uzp9vRkUfRQ
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