The GameFi market experienced a significant cooling after a strong start in January. Axie Infinity underwent intense fluctuations, and during the same period, several small-cap game tokens faced correction pressures, with some game projects based on Ronin chain completely退出了Web3生态。
Market data shows that this adjustment is not an isolated phenomenon. From leading projects to small and medium-sized GameFi products, the entire sector is facing profit-taking. Notably, behind some projects' Web3 strategic adjustments, there is a reflection of the game public chain ecosystem transitioning from a frenzy to a rational phase.
Specifically, although short-term volatility has increased, the fundamentals of the GameFi sector are still evolving. project teams are re-evaluating token economic models and user retention strategies, which may indicate that the next round of industry筛选正在进行。
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SchrodingerAirdrop
· 01-21 21:04
Axie is crashing again? It's really time to wake up this time.
Projects on Ronin chain are running away; I've never trusted this chain.
Profit-taking... just hearing it gets me excited. Where are my positions?
Even if the token economic model is further optimized, it's pointless.
From frenzy to rationality, is it still just dumping the market in a nicer way?
Filtering? Isn't it just big fish eating small fish?
Friends, do you still want to play GameFi? Honestly.
This round of adjustment is just the beginning; things will get even more intense later.
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ConsensusBot
· 01-21 06:49
The time to cut leeks has come again, Axie is really going to GG this time
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Are all projects on Ronin chain running away? Laughing to death, this is Web3
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Profit-taking? Why not just say cutting leeks, don’t be so polite
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From frenzy to rationality? I just want to know who still believes in this rhetoric
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Re-examining the token economic model... just want to cut a new wave
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Filtering again, evolving again, in the end, it’s just dead projects
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If Axie can have a major crash, what are we still expecting from small games?
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From frenzy to rationality? That phrase is really daring, looks like another round of harvesting
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Small-cap game tokens collectively retracing, it’s time to see the real deal
View OriginalReply0
NewDAOdreamer
· 01-21 01:31
Tsk, Axie is dropping again and again, this wave really feels like a cycle of cutting losses one after another.
Some projects might as well just run away; it's better to just exit altogether.
Token economic model adjustments? Basically, it's just that the previous approach no longer works.
Wait, after this round of filtering, are the projects that survive really worth looking forward to? I can't quite imagine it.
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FlatlineTrader
· 01-18 23:04
It's that time again for the retail investors to collectively cut losses. Axie's recent drop was really uninteresting.
This is what happens after the hype phase—big fish eat small fish, small fish eat shrimps.
Are the project teams re-evaluating their token models? Basically, the previous models were just too bad.
Projects on the Ronin chain have run away, so only those that survive this downturn are the real projects.
Profit-taking is just a cover; in reality, no new funds are entering the market anymore.
View OriginalReply0
AirdropHunterKing
· 01-18 22:57
January was booming, but now it's cooled down. To put it simply, the money-grabbing traders have exploited all the free rewards they could, and now there's no more interaction volume. The project teams are also starting to review wallet addresses.
The biggest losses from the Axie wave were among those who chased the high. I’ve known for a long time that this setup wouldn’t last, the token economic model is just like that.
We have to wait until the next round of screening to see who can really survive. Now even the qualification for short-term investment needs to be reconsidered.
This is not just an adjustment; it's the harvest period.
Are small-cap coins exiting Web3? Ha, probably because they can't afford gas fees anymore—the cost of contract interactions is right there.
Let's wait and see. In the next round, be even more cautious of air coins. It's still necessary to carefully verify the project team's wallet addresses.
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MissedAirdropBro
· 01-18 22:54
I'm a big smart guy, always missing out on airdrops.
Axie is going up and down, which is normal operation. Small coin projects crashing is even more common, and I'm not surprised that Ronin's project just ran away...
By the way, is this wave of adjustment really a "rational period"? I think it's just because there's no money left. After a round of cutting, now we're just waiting for the next wave of retail investors to enter. How many times have I said to re-examine the token model? In the end, it's still the same.
But to be fair, projects that can survive are indeed tough players. This round of screening might actually be a good thing. It's just that I have to miss out on good projects again, shrug.
View OriginalReply0
RatioHunter
· 01-18 22:49
They're starting to cut again, that wave of Axie was really brutal.
I've heard the term profit-taking too many times; honestly, it just means running away.
When will GameFi no longer rely on tokens to support itself?
Everyone has dispersed, no matter if it's rational or irrational.
View OriginalReply0
SerNgmi
· 01-18 22:46
Is the hype period over and the rational period beginning? Well, it sounds nice, but in reality, everything that needed to be sold has already been sold.
Why is Axie still messing around? It should have been wiped out long ago.
Small-cap coins are dead, and the top projects haven't improved much either. This wave was really just a shakeout.
Projects exiting the Web3 ecosystem are actually smarter; stop forcing it.
Token economic models? Laughable, just a re-skin.
Bottom filtering? It's just a process of big fish eating small fish.
Profit-taking is easy to talk about, but I’ve already lost a lot.
Will there be new developments after this round of adjustment, or is it just a continued money-burning game?
What are project teams re-evaluating? The best way to retain users is not to run away.
Is Ronin chain going to fail, or is GameFi itself just a false demand?
View OriginalReply0
MEVHunterZhang
· 01-18 22:38
Hmm... Starting to cut leeks again, huh? I knew I had to run during the Axie wave.
Small-cap tokens are being cut in half; everyone should wake up.
Ronin ecosystem completely leaving? That's hilarious. I saw this path was doomed a long time ago.
Adjusting the token economic model is just cleaning up after the previous bagholders.
Wait, is this really the "rational period" or another round of harvesting?
Here comes another user retention strategy. I just want to ask, how many real users are left?
It was about time for a big shake-up. Bad projects should just die.
The GameFi market experienced a significant cooling after a strong start in January. Axie Infinity underwent intense fluctuations, and during the same period, several small-cap game tokens faced correction pressures, with some game projects based on Ronin chain completely退出了Web3生态。
Market data shows that this adjustment is not an isolated phenomenon. From leading projects to small and medium-sized GameFi products, the entire sector is facing profit-taking. Notably, behind some projects' Web3 strategic adjustments, there is a reflection of the game public chain ecosystem transitioning from a frenzy to a rational phase.
Specifically, although short-term volatility has increased, the fundamentals of the GameFi sector are still evolving. project teams are re-evaluating token economic models and user retention strategies, which may indicate that the next round of industry筛选正在进行。