Recently, many people have asked me how I view the new rising star of the Base ecosystem, @b3dotfun? Under the operation of the 'old team' from former Coinbase employees, can this L3 designed specifically for on-chain games truly solve the 'island' dilemma of Web3 games? Let me discuss this in detail:
—— A New Concept of Open Gaming in Web3
The concept of 'Open Gaming' proposed by B3 has a clear goal: to break the current isolated state of Web3 games, each operating independently. This is indeed the case; if you look at leading on-chain games like Axie Infinity, StepN, and Parallel, which of them is not engaged in a closed loop within their own ecosystems? Users need to switch chains, handle different tokens, and adapt to different wallets when playing different games, resulting in a fragmented experience.
B3's solution is to maintain the independence of each game while achieving interoperability through the GameChains architecture. For instance, Parallel's Prime chain and Infinigods' God chain can operate independently on B3, while still sharing liquidity and user incentives at the underlying level. This 'both-and' idea is quite idealistic; it mainly depends on whether it can be implemented.
Here comes the issue: for GameChains to truly achieve interoperability, various game parties need to reach consensus on technical standards, asset definitions, economic models, etc. This is not a technical problem; it is a matter of profit distribution.
Fortunately, B3 has an inherent advantage with the support of the Coinbase ecosystem, having traffic access through Base and regulatory endorsement, which can indeed attract many game parties to actively integrate.
—— Technical Combination of L3 Architecture + Chain Abstraction
From a technical architecture perspective, B3 has taken a relatively prudent yet distinctive route. As an L3 on Base, the cost per transaction is controlled at around $0.001, which is indeed very attractive for on-chain games.
B3's AnySpend technology allows users to access cross-chain assets instantly through a single account, without manually switching networks or bridging tokens.
In other words, it is essentially a hybrid model of 'sharding + cross-chain', where each GameChain maintains an independent state but achieves atomic cross-chain operations through B3's unified settlement layer, avoiding the security risks and time delays of traditional bridging solutions.
In plain terms, B3 is engaged in the business of game operation, not in the infrastructure business of selling shovels.
However, the competition in the L3 track is fierce. You have the Base ecosystem, while others have Arbitrum's Orbit and Polygon's CDK. B3's differentiated moat may lie in its deep understanding of game scenarios and unified entry points for operational services like https://t.co/8wAhsmoQuu.
—— Tokenomics Design and Business Model
B3's token distribution is relatively balanced: 34.2% for the community ecosystem, with only 19% released at TGE, and the remaining part has a 4-year lock-up plan to avoid short-term selling pressure. The application scenarios for $B3 include staking for GameChains rewards, funding game projects, and paying transaction fees, making the logic quite complete.
From a business model perspective, B3 adopts a 'platform economy + network effect' model. Unlike traditional game publishers that take a 30-70% cut, B3 attracts ecosystem participants through a lower transaction fee (0.5%) and token incentives. The key value flywheel is: more games integrate → more players gather → stronger network effects → higher demand for $B3 → more resources invested in the ecosystem.
What I am particularly concerned about is B3's positioning as 'the main circulating token of the entire chain game ecosystem'. Most blockchain games currently have their own token economies; how does B3 convince these projects to accept $B3 as a universal currency? From a valuation perspective, B3 resembles a 'game version of the App Store', with its value derived not only from technical fees but also from the scale effect of the ecosystem.
That’s all.
The biggest highlight of the B3 project is not its technological innovation, but its systematic attempt to solve the structural problems of the Web3 gaming industry. From the team's background and resource integration capabilities, the Coinbase team, support from the Base ecosystem, and $21 million in financing are all solid advantages. With 6 million active wallet users, over 80 integrated games, and 300 million cumulative transactions, it shows that B3 indeed has a solid strategy for user acquisition and ecosystem building.
B3's differentiation lies in taking an intermediate route that 'does not fully rely on a single game IP, nor does it engage purely in technical infrastructure', theoretically allowing for greater imaginative space, but it also faces the risk of being 'unsupported on both ends'.
Of course, the Web3 gaming track is still in the early exploratory stage; whether B3 can truly realize the vision of 'open gaming' depends on its ability to continuously attract quality game content and real users. After all, no matter how good the infrastructure is, its value ultimately relies on the prosperity of the application ecosystem.
