創投公司對區塊鏈遊戲投資採取精細化策略

與先前的多頭市場相比，創投公司對區塊鏈遊戲項目的投資採取了更謹慎和可持續的方式，要求潛在投資提供更多的發展和可行性證據。這種轉變歸因於先前市場高峰的教訓，當時基於害怕錯過機會（FOMO）的倉促投資導致了不可持續的估值。

Venture Capital Firms Embrace a Refined Approach to Blockchain Gaming Investments

創投公司採用精緻的區塊鏈遊戲投資方法

After a tumultuous surge during the previous bull market, venture capital firms (VCs) are exercising a far more discerning and long-term strategy in their investments in blockchain gaming projects. Industry leaders emphasize a shift towards rigorous due diligence, comprehensive evaluations, and a focus on genuine innovation and sustainability.

在經歷了上一次多頭市場的動盪之後，創投公司（VC）在區塊鏈遊戲專案的投資中採取了更明智和長期的策略。行業領導者強調轉向嚴格的盡職調查、全面評估以及專注於真正的創新和永續性。

"It was utter madness," exclaimed Shi Khai Wei, founder of cryptocurrency-centric VC firm LongHash Ventures. "Certain GameFi projects were raking in up to $100 million with nothing more than a handful of team members and grandiose promises."

以加密貨幣為中心的風險投資公司 LongHash Ventures 的創始人 Shi Khai Wei 感嘆道：“這簡直是瘋狂。” “某些 GameFi 項目只靠少數團隊成員和宏大的承諾就賺到了 1 億美元。”

Keiran Warwick, founder of the renowned GameFi studio Illuvium, echoed similar sentiments. "The fervor was palpable, driven largely by the fear of missing out (FOMO) that permeated the market," he recalled.

著名 GameFi 工作室 Illuvium 的創辦人 Keiran Warwick 也表達了類似的觀點。他回憶道：“這種熱情是顯而易見的，主要是由於市場瀰漫著對錯失良機的恐懼。”

Illuvium recently secured a $12 million Series A funding round, reflecting the growing confidence in the maturing blockchain gaming sector. Warwick attributed the shift to a heightened level of scrutiny employed by VCs, who are now demanding tangible evidence of gameplay, artistic excellence, developer expertise, and robust security measures.

Illvium 最近獲得了 1,200 萬美元的 A 輪融資，反映出人們對成熟的區塊鏈遊戲產業的信心不斷增強。沃里克將這一轉變歸因於創投公司加強了審查，他們現在要求提供遊戲玩法、卓越藝術、開發人員專業知識和強大安全措施的實際證據。

"The extent of due diligence that VCs are applying today is vastly superior to what we witnessed in the past," noted Warwick.

沃里克指出：“創投公司今天所進行的盡職調查的程度遠遠優於我們過去所看到的。”

Wei concurred, highlighting the benefits of an expanded evaluation framework. "A more comprehensive checklist allows us to effectively filter out questionable projects and identify genuine candidates with long-term potential," he explained.

魏表示同意，並強調了擴大評估框架的好處。 「更全面的清單使我們能夠有效地過濾掉有問題的項目並識別具有長期潛力的真正候選人，」他解釋道。

LongHash has significantly increased its investment in GameFi, recognizing the emergence of exceptional projects with solid foundations and reasonable valuations. Wei's firm has invested in industry leaders such as Yield Guild Games, Guildfi, Snack Club, Moonveil, and Ignite Tournaments.

LongHash 認識到基礎紮實、估值合理的優秀項目的出現，大幅增加了對 GameFi 的投資。魏的公司投資了 Yield Guild Games、Guildfi、Snack Club、Moonveil 和 Ignite Tournaments 等產業領導者。

Wei emphasized that GameFi has emerged as a key focus area for LongHash Ventures. He anticipates that the firm's early commitment will position it advantageously when the next wave of FOMO inevitably strikes.

Wei 強調，GameFi 已成為 LongHash Ventures 的重點領域。他預計，當下一波 FOMO 不可避免地來襲時，該公司的早期承諾將使其處於有利地位。

"Network effects are the driving force behind Web3," stated Robby Yung, CEO of investments at Animoca Brands. "In this interconnected ecosystem, gaming, art, and decentralized finance seamlessly converge, creating a fertile ground for cross-game collaborations."

「網路效應是 Web3 背後的驅動力，」Animoca Brands 投資執行長 Robby Yung 表示。 “在這個相互關聯的生態系統中，遊戲、藝術和去中心化金融無縫融合，為跨遊戲合作創造了肥沃的土壤。”

Gabby Dizon, CEO of Yield Guild Games, pointed to the heightened awareness of cryptocurrency market volatility among VCs. Many learned a costly lesson by investing at the peak of the previous bull market, leading to a more cautious and measured approach today.

Yield Guild Games 執行長 Gabby Dizon 指出，創投公司對加密貨幣市場波動的認識有所提高。許多人在上一次牛市高峰期的投資中吸取了代價高昂的教訓，導致今天採取更謹慎和謹慎的投資方式。

In recent months, a robust pipeline of blockchain gaming projects has secured funding, including Illuvium.io's $12 million Series A, Helika Games' $50 million, Parallel Studios' $35 million, and Elixer Games' $14 million.

近幾個月來，一大批區塊鏈遊戲項目已獲得融資，包括 Illuvium.io 的 1200 萬美元 A 輪融資、Helika Games 的 5000 萬美元、Parallel Studios 的 3500 萬美元和 Elixer Games 的 1400 萬美元。

Data from RootData reveals that GameFi investments surged to over $2 billion in Q4 2021, only to decline for six consecutive quarters post-Q1 2022. However, the trend reversed in Q3 2023, with the sector experiencing three consecutive quarterly increases, culminating in a $268 million total for the most recent quarter.

RootData 的數據顯示，GameFi 投資在2021 年第四季飆升至超過20 億美元，但在2022 年第一季後連續六個季度下降。連續三個季度成長，最終達到268 美元最近一個季度的總額為 100 萬元。

"The blockchain gaming industry is poised for sustained growth," asserted Warwick. "The convergence of immersive gameplay, digital asset ownership, and social experiences creates a compelling proposition for both gamers and investors alike."

「區塊鏈遊戲產業有望持續成長，」沃里克斷言。 “沉浸式遊戲、數位資產所有權和社交體驗的融合為遊戲玩家和投資者創造了一個引人注目的主張。”

As blockchain technology continues to revolutionize industries, blockchain gaming stands as a testament to its boundless potential. VCs are recognizing the unique opportunities presented by this nascent sector and are adopting a prudent and strategic approach to unlocking its transformative power.

隨著區塊鏈技術不斷革新產業，區塊鏈遊戲證明了其無限的潛力。創投公司正在認識到這個新興產業所帶來的獨特機遇，並正在採取審慎的策略方法來釋放其變革力量。