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文/朱骏超&刘申凡 3 s5 e) d* C1 t9 ]
5月27日凌晨,Web3 链游龙头 StepN 发布发布《关于清查中国大陆帐户的公告》,据公告内容显示:为积极主动响应相关监管政策,StepN 将清查中国大陆账户,并在2022 年 7 月 15 日(UTC+8)24:00 停止向大陆用户提供 GPS 及 IP 位置服务。
9 s6 v* {5 s1 E' c- M4 h0 d# b; o& s
% n6 S3 X5 ?* P9 I(图片截取自StepN推特页面) - k) V$ v! |" e# Z2 k4 i- e
StepN建立在Solana 区块链上,是一款具有社交和游戏元素的Web 3生活方式应用程序,通过将运动和健身游戏化,采取“Move to Earn”模式,允许用户通过定期进行体育活动来赚取被动收入。
3 w7 s# W$ u3 n# Q, s: X" H* B然公告消息一经宣布,便引起代币市场的恐慌性抛售,游戏代币GMT一度跌落40%,连带所在区块链代币也随着下滑。
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(游戏GMT代币走势图,Investing官网) . K& Z1 x9 s. i$ [& Q
现公告基本表明,StepN 的M2E模式在国内落地基本结束,后续玩家或许只能通过MINT玩法或拟推出的租赁玩法参与游戏。 % b: z, B0 }9 d
基于此,本文就链游“Play to Earn”模式的分律问题及链游的落地可行性加以探讨。
1 q/ x3 C$ G3 h, ~; W% r+ oPART1 | StepN:ban掉Axie的链游头把交椅
. w( F: \% Y3 i- g+ m7 G(一)基本介绍
2 O0 V6 O9 I9 ~! GStepN起初以免费发放1万双NFT运动鞋开始,玩家可在其APP内购买运动鞋、宝石和徽章等NFT。玩家装备游戏中的NFT运动鞋后,通过户外运动来赚取Token。该游戏已经获得红杉、Folius Ventures、Solana Ventures等资本投资加持,并在用户数量和流水上超过Axie,位居链游榜头把交椅。 8 T- d, j2 |( h. \# s# M2 I
(二)经济系统:双币系统! d+ c) h4 ^* b: w" e8 T2 w% ^* _
在游戏经济设计上,StepN采用双通证模式,发行GST、GMT两类代币。其中,GST是游戏内运动鞋NFT的产出Token(游戏内Token);GMT为治理代币,用作购买运动鞋NFT和参与投票治理。
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$ _$ C% a/ H6 g' |# _6 @(三)主要玩法:玩赚+合成
) C* u; b: f9 N在玩法上,StepN采用“Move to Earn”以及“MINT”两种。
# W' A) k! {' r& ^$ w- e/ S) [1. Move to Earn
% H. C1 L0 i) q# K% R# r* b根本上讲,Move to Earn与链游中常见的Play to Earn模式并无实质区别,Move只是众多Play的玩法之一。具体来说,游戏中玩家需要先购买NFT鞋子,后通过实际跑步运动来获取鞋子的GST产出。同时,玩家可以消耗GST升级鞋子,鞋子等级越高,玩家每天能运动赚GST的时间越多,每天产出GST自然也更多。
; O- m. |% M( v0 c2. MINT(合成)
# F5 a1 @4 Z( |游戏中,玩家可以用两双鞋MINT(合成)一双新鞋,每双鞋子可以MINT7次,参与合成的鞋子等级越高,获得高等级新鞋的概率越大,StepN允许玩家可以在游戏内的公开市场出售NFT跑鞋,目前市面上的鞋子,基本由用户MINT而来,如果MINT出稀有品种,用户往往可以实现一次性回本。
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2 t R) I7 s7 D' }! @PART2 | |
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