I didn't expect the sector rotation to happen so quickly. The storage sector moved to blockchain gaming in just 4 days. It seems you have also caught the scent of this 'wind'! Recently, the overall cryptocurrency market has warmed up, and the GameFi sector's market value has exceeded 30 billion dollars. Blockchain gaming, as an old narrative, has finally awakened from its 'hibernation'. Especially these well-established projects that were hot from 2020-2021—Illuvium (ILV), Alien Worlds (AGLD), Vulcan Forged (PYR), and Enjin Coin (ENJ)—are not new meme coins, but hardcore players with real gaming ecosystems and NFT assets. Now that the 'wind is blowing', it might be due to the landing of AAA-level games + AI/DePIN crossovers, which have led to a capital inflow. Let's break down the current status of each project, why they are worth paying attention to, and the short-term opportunities (based on data from November 9, the market is highly volatile, DYOR don't go all in).
1. Illuvium (ILV) – the 'Zelda Killer' of blockchain games
Core gameplay: open-world RPG, players capture/fight NFT creatures (Illuvials), supporting staking and DAO governance. Available on the Epic Store by the end of 2024, three games (Zero, Overworld, Arena) interconnected, with a focus on launching the PC MMOG Lite version in 2025, expected to officially launch in Q1.
Recent 'wind direction': ILV price rebounded from the 2024 low of $39 to $67+, predicting it will break $150 by the end of 2025 under the GameFi boom (staking annualized 39-79%). There is a 'Game Night' event in early November, with a 30 ILV reward pool and an active Discord community.
Opportunity point: stake ILV/sILV to earn NFT drops, participate in the Overworld testnet to earn points. TVL exceeds 500 million USD, with ecological expansion expected after financing in 2025 (collaboration with Axie/Shards), one of the strongest recoveries among established players.
2. Alien Worlds (AGLD) – Mining + the OG of land empires
Core gameplay: space-themed P2E, players mine NFT tools on virtual planets, governing TLM tokens (AGLD is an upgraded governance token). Multi-chain support (WAX/BSC), with land auctions and DAO voting.
Recent 'wind direction': Although AGLD hasn't exploded, it is stabilizing around $0.015 in early 2025 with connections to DePIN projects (data storage on-chain). The community is reigniting, and there will be updates for planet expansion in November, attracting early NFT holders back.
Opportunity point: low-threshold mining (daily earnings of 0.1-1 AGLD), active secondary market for land NFTs. Compared to new games, it has a large user base (over 2 million active wallets), suitable for steady farming. Prediction: If the GameFi narrative continues to heat up, AGLD can triple to quintuple.
3. Vulcan Forged (PYR) – Metaverse + multi-game matrix
Core gameplay: a chain game platform with a self-built engine, featuring VulcanVerse (open-world MMO) and Berserk (card battle), PYR is used for cross-game asset trading and staking.
Recent 'wind direction': PYR price hovers around $2-3, planning to launch a VR mode in Q2 2025, riding the wave of the metaverse. There was a cross-chain bridge update in early November, with TVL rebounding by 20%, and old players are farming PYR airdrops.
Opportunity point: staking PYR to earn 15-25% APY + in-game land revenue. The ecosystem has 10+ mini-games, suitable for parallel play. Weakness: liquidity is average, but the 'established' label makes it resilient during market shifts.
4. Enjin Coin (ENJ) – the 'invisible champion' of NFT infrastructure
Core gameplay: focus on game NFT minting/management, supporting 2500+ TPS (no gas fees), integrating Unity/Unreal engine. ENJ is used to verify asset authenticity and cross-game circulation.
Recent 'wind direction': ENJ will be even stronger in 2025 (RSI >50, high probability of breaking $0.5). On November 8, there was a community tweet calling for Elon Musk to integrate ENJ into X/Tesla games, raising enthusiasm. GameFi market cap increased by 2.86 billion USD, with ENJ benefiting the most as the underlying asset.
Opportunity point: multi-asset staking (including AXS/SNX), annualized 40%+. Developer tools are free, and mainstream games (like Roblox-style) are expected to integrate by 2025. Low price, high potential – long-time fans are accumulating.
How is the overall 'wind' blowing? Why is now the time to get on board?
Market background: GameFi has halved from its peak in 2021, rebounding in 2025 relying on AAA quality (not purely P2E) and cross-industry (AI training game data). Immutable X (IMX) and others are leading, but these established players have user loyalty and undervaluation advantages (average market cap <1 billion USD).
Risk reminder: chain games are easily affected by BTC volatility, ILV/ENJ are more stable, AGLD/PYR are more speculative. In the short term, the Illuvium update at the end of November and potential cooperation with Enjin could push things forward.
Acquisition suggestion: small position diversification (e.g., 20% each), buy coins using SushiSwap/Binance, and stake to earn yield first. Follow community Discord/X for events, earn points for airdrops. If this 'wind' really picks up, these veterans can return to the top. Which project do you have the most confidence in?
