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文/朱骏超&刘申凡
4 u; U- P( G2 C% ?; U5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。 6 @( g# o! S9 B: f7 ]% U" Q
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(图片截取自StepN推特页面)
1 n. d2 K3 f; B! S$ G, J% pStepN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。
7 l q7 q2 ], O2 c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。 : t& p5 E/ B7 c4 Q; Z' L0 P; j
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(游戏GMT代币走势图,Investing官网) 2 T, }" u# S, g, N! x# N; w! f6 j" m. A
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。 ( z8 b4 T G" r
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。
& A q* `' a0 c: r7 s/ wPART1 | StepN:ban掉Axie的链游头把交椅
( y* {; A8 Z- Y3 P! M: R. Y(一)基本介绍$ U9 a+ Q, l/ j' U: L
StepN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。 7 X9 b$ Y& W) e$ D0 [) } G
(二)经济系统:双币系统" c+ \; a- @0 e+ j
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。 ) ^- G2 L! v" T3 z" \, W* K S
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(三)主要玩法:玩赚+合成: z. y d; Z$ Y+ E
在玩法上,StepN采用“Move to Earn”以及“MINT”两种。 - i/ F$ F7 `7 \0 J- H
1. Move to Earn " _8 Q$ V3 X( H7 h# m7 K
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。
4 k7 Z" s; i* l2 a, w0 i& \- b' O: P2. MINT(合成)
# _: y+ m, t6 V5 {& U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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