在最初的激增后，从 1000 万降至 200 万，而 Tapos 的 MAU 从 500 万降至 50 万输出：标题：转型中的 Web3 游戏行业：2024 年市场报告

2024年，Web3游戏行业形势复杂，在取得重大进展的同时，也面临着诸多挑战。

MAU dropped from 600,000 at the beginning of the year to 100,000 by the end of the year despite a successful Token Generation Event. Pixels' MAU also dropped from 400,000 to 120,000 over the same period. This trend suggests that while Telegram games can quickly acquire users, it is challenging to retain them without deeper gameplay and community engagement.

尽管代币生成活动取得了成功，但 MAU 从年初的 600,000 下降到年底的 100,000。同期 Pixels 的月活跃用户数也从 40 万下降至 12 万。这一趋势表明，虽然 Telegram 游戏可以快速获取用户，但如果没有更深层次的游戏玩法和社区参与，要留住他们是一项挑战。

As we look ahead, several key trends are expected to shape the future of Web3 gaming.output: Web3 gaming had a mixed year in 2024, with some interesting developments and challenges. While the number of daily active users surged by more than 300%, and traditional game companies began to make specific arrangements in this field, the market value of Web3 gaming only increased by 60.5%, lagging far behind the Meme coin and AI sectors from the perspective of market performance. As Bitcoin hit a record high and various crypto sectors flourished, a key question emerged: "Have Web3 games missed the best opportunity for development in this bull market?"

展望未来，预计有几个关键趋势将塑造 Web3 游戏的未来。输出：2024 年 Web3 游戏喜忧参半，出现了一些有趣的发展和挑战。虽然日活跃用户数激增超过300%，传统游戏公司开始在该领域进行具体布局，但Web3游戏市值仅增长60.5%，远远落后于Meme币和AI领域。市场表现的角度。随着比特币创下历史新高，各种加密货币领域蓬勃发展，一个关键问题出现了：“Web3游戏是否错过了本轮牛市的最佳发展机会？”

However, behind these surface data, 2024 marks an important transition period for the industry. The industry has moved from a purely speculative phase to maturity. This report will analyze how Web3 games evolve in the market cycle in 2024, exploring the key indicators, technological advances, and strategic shifts in the sector. From infrastructure development to user engagement models, we will explore how the industry can build sustainable growth while addressing the challenges of mainstream adoption.

然而，在这些表面数据的背后，2024年标志着行业的重要转型期。该行业已从纯粹的投机阶段走向成熟阶段。本报告将分析2024年Web3游戏在市场周期中的演变，探讨该行业的关键指标、技术进步和战略转变。从基础设施开发到用户参与模型，我们将探讨该行业如何实现可持续增长，同时应对主流采用的挑战。

Note: Unless otherwise stated, all data in this report is as of December 15, 2024. Data sources are Footprint Analytics and CoinMarketCap.

注：除非另有说明，本报告中的所有数据均截至 2024 年 12 月 15 日。数据来源为 Footprint Analytics 和 CoinMarketCap。

Overview of key indicators for the year

全年主要指标概览

Market value: $31.8 billion, up 60.5%

市值：318亿美元，增长60.5%

Transaction volume: $5.2 billion, up 18.5%

交易额：52亿美元，增长18.5%

Number of transactions: 5.3 billion, down 30.3%

交易笔数：53亿笔，下降30.3%

Daily active users: 6.6 million at the end of the year, an increase of 308.6% compared to the beginning of the year;

日活跃用户：年末660万，较年初增长308.6%；

Active games: 1,361 of 3,602 games remain active (37.8%);

活跃游戏：3,602 款游戏中的 1,361 款仍处于活跃状态（37.8%）；

Annual funding: 220 funding events, totaling $910 million;

年度资助：220项资助活动，总计9.1亿美元；

Leading public chains:

领先的公链：

Trading volume share: BNB Chain (23.1%), Ethereum (17.6%), Blast (9.2%);

交易量占比：BNB Chain（23.1%）、以太坊（17.6%）、Blast（9.2%）；

Transaction volume share: WAX (33.6%), Aptos (11.6%), Ronin (6.1%);

交易量占比：WAX（33.6%）、Aptos（11.6%）、Ronin（6.1%）；

Daily active users: opBNB (2.2 million), Ronin (1.1 million), Nebula (458,000) (daily average in December).

日活跃用户：opBNB（220万）、Ronin（110万）、Nebula（45.8万）（12月日均）。

Market performance analysis

市场表现分析

Market value performance

市值表现

The Web3 gaming sector achieved strong growth in 2024, but underperformed other crypto sectors. According to Footprint Analytics, the market value of gaming tokens reached $31.8 billion at the end of the year, up 60.5% from the previous year. Although the sector hit a year-to-date high of $47.4 billion in March, it is still significantly lower than the historical high of $114.1 billion set in November 2021.

Web3 游戏行业在 2024 年实现了强劲增长，但表现落后于其他加密行业。根据 Footprint Analytics 的数据，截至年底，游戏代币的市值达到 318 亿美元，比上年增长 60.5%。尽管该行业在 3 月份创下了 474 亿美元的年初至今高点，但仍显着低于 2021 年 11 月创下的 1141 亿美元的历史高点。

Although the overall crypto market performed strongly in the second half of 2024, especially in the last two months of the year driven by Bitcoin, game tokens lagged behind other sectors. CoinMarketCap data shows that Web3 games ranked eighth among the top ten sectors in market capitalization growth, significantly behind the leading sectors: Meme Coin (421.1%), AI and Big Data (168.0%) and Solana Ecosystem (124.1%).

尽管2024年下半年整体加密货币市场表现强劲，尤其是在比特币的推动下，今年最后两个月表现强劲，但游戏代币却落后于其他板块。 CoinMarketCap数据显示，Web3游戏在市值增长前十大板块中排名第八，大幅落后于领先板块：Meme Coin（421.1%）、AI与大数据（168.0%）和Solana Ecosystem（124.1%）。

This poor performance also extends to community attention. Among the most popular sectors on CoinMarketCap, Web3 games only accounted for 6.7% of the views in the top ten sectors, ranking ninth, as the focus throughout the year was mainly on Meme coin-related projects.

这种糟糕的表现也引起了社会的关注。在 CoinMarketCap 最受欢迎的板块中，Web3 游戏仅占前十板块浏览量的 6.7%，排名第九，因为全年的焦点主要集中在 Meme 币相关项目上。

Volume Analysis

成交量分析

The Web3 Gaming sector's key indicators in 2024 showed mixed performance, with transaction volume increasing but the number of transactions continuing to decline.

2024年Web3 Gaming行业关键指标表现参差不齐，交易量有所增加，但交易笔数持续下降。

Trading volume trends

交易量趋势

In 2024, the total transaction volume of Web3 games reached 5.2 billion US dollars, an increase of 18.5% from 2023. Although the downward trend since 2021 has been reversed, the transaction volume is still significantly lower than the peak of the previous cycle. The data in 2024 is only 6.2% of the peak in 2021 (84.1 billion US dollars

2024年，Web3游戏总交易额达到52亿美元，较2023年增长18.5%。虽然扭转了2021年以来的下降趋势，但交易额仍明显低于上一周期的峰值。 2024年的数据仅为2021年峰值（841亿美元）的6.2%