风险投资公司对区块链游戏投资采取精细化策略

与之前的牛市相比，风险投资公司对区块链游戏项目的投资采取了更加谨慎和可持续的方式，要求潜在投资提供更多的发展和可行性证据。这种转变归因于之前市场高峰的教训，当时基于害怕错过机会（FOMO）的仓促投资导致了不可持续的估值。

Venture Capital Firms Embrace a Refined Approach to Blockchain Gaming Investments

风险投资公司采用精致的区块链游戏投资方法

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.

在经历了上一次牛市的动荡之后，风险投资公司（VC）在区块链游戏项目的投资中采取了更加明智和长期的策略。行业领导者强调转向严格的尽职调查、全面评估以及注重真正的创新和可持续性。

"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."

以加密货币为中心的风险投资公司 LongHash Ventures 的创始人 Shi Khai Wei 感叹道：“这简直是疯狂。” “某些 GameFi 项目只靠少数团队成员和宏大的承诺就赚到了 1 亿美元。”

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 的创始人 Keiran Warwick 也表达了类似的观点。他回忆道：“这种热情是显而易见的，主要是由于市场弥漫着对错失良机的恐惧。”

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 最近获得了 1200 万美元的 A 轮融资，反映出人们对成熟的区块链游戏行业的信心不断增强。沃里克将这一转变归因于风险投资公司加强了审查，他们现在要求提供游戏玩法、卓越艺术、开发人员专业知识和强大安全措施的切实证据。

"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：“风险投资公司今天所进行的尽职调查的程度远远优于我们过去所看到的。”

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，并强调了扩大评估框架的好处。 “更全面的清单使我们能够有效地过滤掉有问题的项目并识别具有长期潜力的真正候选人，”他解释道。

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 认识到基础扎实、估值合理的优秀项目的出现，大幅增加了对 GameFi 的投资。魏的公司投资了 Yield Guild Games、Guildfi、Snack Club、Moonveil 和 Ignite Tournaments 等行业领导者。

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 强调，GameFi 已成为 LongHash Ventures 的重点关注领域。他预计，当下一波 FOMO 不可避免地袭来时，该公司的早期承诺将使其处于有利地位。

"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."

“网络效应是 Web3 背后的驱动力，”Animoca Brands 投资首席执行官 Robby Yung 表示。 “在这个相互关联的生态系统中，游戏、艺术和去中心化金融无缝融合，为跨游戏合作创造了肥沃的土壤。”

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 首席执行官 Gabby Dizon 指出，风险投资公司对加密货币市场波动的认识有所提高。许多人在上一次牛市高峰期的投资中吸取了代价高昂的教训，导致今天采取更加谨慎和谨慎的投资方式。

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.

近几个月来，一大批区块链游戏项目已获得融资，包括 Illuvium.io 的 1200 万美元 A 轮融资、Helika Games 的 5000 万美元、Parallel Studios 的 3500 万美元和 Elixer Games 的 1400 万美元。

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 的数据显示，GameFi 投资在 2021 年第四季度飙升至超过 20 亿美元，但在 2022 年第一季度后连续六个季度下降。然而，这一趋势在 2023 年第三季度发生逆转，该行业连续三个季度增长，最终达到 268 美元最近一个季度的总额为 100 万元。

"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."

“区块链游戏行业有望持续增长，”沃里克断言。 “沉浸式游戏、数字资产所有权和社交体验的融合为游戏玩家和投资者创造了一个引人注目的主张。”

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.

随着区块链技术不断革新行业，区块链游戏证明了其无限的潜力。风险投资公司正在认识到这个新兴行业所带来的独特机遇，并正在采取审慎的战略方法来释放其变革力量。