WLabs瓜田实验室

Let's talk about the disappointing chain game track where deep love also breeds deep hate. Starting in mid-November, this wave of clones is stirring, while chain games are still quiet. As of today, the only token that has run is OL (Bigtime's platform token), which is the only chain game-related token we have tracked that has approached a tenfold increase over two months. Why is it the only one that has broken out?
First, the Bigtime project team has money;
Second, it's new;
Third, they strictly control the supply, and even mining requires using Bigtime tokens + USDT to open boxes.

Other chain game-related tokens:
-GMT has a new project StepNgo + 2 months of staking, which has increased 3 times;
-APE monkeys have a new public chain concept, and it has increased 3 times;

These two can be considered excellent. Other tokens with market-making teams and controlled operations basically follow BTC, with around a 2x increase.

Those that haven't doubled are all underperformers, either dead or the project team is holding back a big move, but the timing isn't right. This wave must start before January 20.

The trend of OL feels like it's mimicking the last bull market's IMX, which also saw a chain game rise and then expanded into a larger scheme. Axie was similar. Let's see if OL can explode~

This week feels like the cryptocurrency market has entered the second phase of this bull market: altcoin frenzy.

The theme of the first phase was BTC and Memes, with 80% of people in the circle not making money, as very few new investors entering during the last bull market held BTC. Memes mainly enriched project teams and KOLs with community CX capabilities.

The expectation for the second phase is: the combination of Trump and Musk, with several iconic events to pay special attention to:
First, Trump taking office on January 20;
Second, Trump firing Federal Reserve's Powell;
Third, Musk's Doge department being established and starting to work;
Fourth, the implementation of various policies regarding crypto by Trump, such as establishing a BTC reserve mechanism;

Aside from BTC, which coins can be held for the long term? Currently, it seems like Musk's Doge and Coinbase (stock) which has always supported Trump.

So, what sectors can be laid out? From the recent surge of XRP, it can be seen that it still needs to be close to practical applications, so I am most optimistic about these three sectors: RWA, depin, and AI.

"The Dream III"

Two months later, BTC once again stood at 70,000U. Although it was only a few minutes, it was also brilliant and glorious, just like the rising sun, jumping out of the sea at once. Although sometimes covered by dark clouds, it cannot cover up the trend of the rising sun.

The basis for the surge in BTC this time is that Trump, who is in the "Trump" generation, strongly supports encryption at the Bitcoin Conference. The sub-track of "make America great" is to make crypto great. Why does Trump want to do this? 1. Why not pull votes if you can get them cheaply? 2. I will support what Biden opposes. In addition, whether it is the encryption institution Coinbase or A16Z, a large amount of U donations have been made in this election, and tens of millions of U have been invested at any time. Trump also needs the support of the sponsors.

The encryption circle is increasingly closely integrated with the political and economic trends, which is an irony to the decentralized nature of encryption itself, but is this important? It doesn't matter, as long as it gives everyone confidence to rise. Trump's statement is even bigger than the negative news that Mentougou has sold BTC to the exchange. Now 60,000 have been sold, and there are 80,000 waiting to be sold.

Will the bull market come in the second half of the year? It is likely to come, but I don't think it will be in September as everyone says. I will tell you the reason next time.

《大梦一》
I have been resting in bed for more than two weeks. Apart from meetings, I have been thinking about some seemingly useless questions. Some of them have been figured out, and some have not. I wrote them down to ask more friends for advice.

1. Does the WEB3 industry still have a future?

The reason why I have been focusing on the blockchain game track is that I am a game fan and I have a top-level thinking line in my head: if WEB3 has a future, then WEB3 games must have a future. Before, whether it was designing economic models or writing investment research reports, I was aiming for the second half of the sentence. I didn’t think too much about the first half. I always firmly believed that the first half was the axiom of the universe. Is this still necessary to consider?

However, this so-called bull market process has made me constantly question this axiom. In addition to the so-called three major positives: BTC and ETH ETFs, BTC halving, and the expectation of a US dollar interest rate cut, what progress and innovation has been made in this industry?

Meme? BTC ecosystem? Isn’t the BTC ecosystem also a meme? Some of the original characteristics of blockchain, distribution, decentralization, traceability, which product uses these characteristics and allows users to actually use them and feel that they are useful? Almost everyone, including myself, is lost in the "short-term wealth", the gains and losses after comparing with each other, the anxiety after buying high and selling low, and the community environment full of hostility.

This is human nature, and there is no need to criticize it from a moral high ground. But how to break this? If it is not broken, does it mean there is no future?

Let’s talk about the game Notcoin on Telegram that will be listed on Binance soon #notcoin  #NOT

 

Not has been very popular recently, and it has directly boosted the popularity of the TON ecosystem, which is not easy in the current sluggish blockchain game market. Tele started to make games last year, and the object of imitation was WeChat mini-games. Last year, an old Web3 game Tap Fantasy was transferred to the TON ecosystem very early and achieved success. This year, many mini-games have gone to TON, such as CatIzen and Notcoin mentioned this time. Everyone is eyeing the 800 million users on Tele.

 

Notcoin is the 54th project of Binance’s new mining. In fact, the gameplay is very simple. Just click and click, and you can earn gold coins by clicking on the mobile phone screen. I won’t criticize the gameplay, it doesn’t matter, anyway, it’s listed on Binance… Let’s briefly talk about the basic situation of Not:

 

 

Basic information of the project:

Token name: Notcoin (NOT)

Maximum supply of tokens: 102,719,221,714 NOT

Initial circulation: 102,719,221,714 NOT (all circulated, awesome)

Website: https://notco.in

X: @thenotcoin

 
 


Launchpool mining situation

Total mining: 3,081,576,651 NOT (3% of the maximum supply of tokens)

Participation time: 08:00 on May 13, 2024 to 07:59 on May 16, 2024 (all UTC+8)

Launch time: 20:00 on May 16, 2024 (All are UTC+8)

 
 


If you want to participate, please visit this Binance mining page: https://launchpad.binance.com/zh-CN

 
 

Finally, why do you pay attention to games on TON?

I think the economic model of chain games on TON is different from other chains. It feels a bit like WEB2 game consumption, plus a little investment and wool-making concept, and the low-price mass sales route is a bit promising~

Friends have been asking how they can get the Blast Gold and the ultimate token Ultc given by @BAC_web3 through the Binance wallet. In fact, the two official medium articles have made it very clear:

This article teaches you how to use Binance wallet to link to the Blast chain:
https://medium.com/@BACGames/binance-wallet-detailed-tutorial-with-screenshots-for-new-blast-chain-users-on-how-to-deposit-gas-7d79277583bc

This article teaches how to enter BAC Games from Binance Wallet to check in:
https://medium.com/@BACGames/instructions-for-daily-check-in-task-24ba7d61ff51

Some people say that the cost of cross-chain is high, which is indeed higher than that of arb and polygon, but looking back on the big money given by Blur at that time, I believe that pacman will not disappoint the top mining users!

Shocking moment! Yesterday, all 1,000 lucky white BAC creation character NFTs were minted within 1 second! Scientists have found nothing! Most of the loyal hand-typing users in the BAC community would like to present the BAC gift package! The script BOT team will compensate the scientists who failed to achieve BAC!

The story develops like this:

1. Yesterday morning at 10AM, BAC NFT’s must-win mint stage started. It lasted 8 hours and started trading on element at the same time. The opening price directly reached the 0.35-0.4ETH stage. As of 6pm, the middle price reached the highest 0.62E, and then the interface It shows that about 1950 NFTs have been MINTed.

2. As soon as 6PM arrived, within 1 second, the remaining 1,050 lucky coins were instantly killed, and BAC’s website was down for a second! Users who didn't get it (such as me) were about to complain that scientists were booking the venue again, but they found that there were riders in each group who had manually hit it! I took a look at the DC community and saw all kinds of excitement. It turns out that basically everyone has beaten the manual party! Amazing! Later, when I saw an announcement from a BOT team, I realized that the script tool had been destroyed by the enthusiasm of the manual party! Hahaha

As of 8 a.m. Hong Kong time on the 8th, BAC’s NFT floor price was stable at 0.48ETH, the offer price was 0.44ETH, and the 24-hour transaction amount was 290ETH. These data should be very beautiful for the NFT listed on the first day! And it sends NFT to the loyal community users who are the most beloved of any WEB3 project, not to the hands of scientists!

​

Finally, don’t ask me whether I should sell or HLOD. Now as long as the early users come in, they will make money no matter what, and any decision is reasonable. I must be Hlod myself. Such hot-selling projects have just begun to warm up, so I won’t be thrown off the train.

Today @BAC_WEB3 won the @Blast_L2 BigBang competition, ranking first in the chain games and NFT groups, awesome! Blast’s official tweet said it was from more than 3,000
Among the registered projects, 47 winner projects were selected, with more than 3,000... It seems that BAC’s chance of receiving the Blast airdrop is stable, and it’s worth noting that Guatian has been following the project for more than two months!

The team said in the last AMA that if they get Grant, most of them will use it to give back to the community. Friends who got the BAC white order, have fun secretly!

Here we will sort out the BAC official promotion actions in the past few days and create a relay "BAC History":

February 19th: The Diamond Hand activity was released. Go to the official website and spend 5 minutes to complete the task to participate in the 1000+ white order lottery. There is a high probability of staking ETH on chain games NFT and Blast;
February 20: Official announcement of cooperation with Ultiverse’s Dianyang community;
February 22: Strategic cooperation with Matr1x, a chain game that just received investment from Animoca;
February 22: The global cooperation community’s bonus campaign begins: go to DC to open a ticket, and those who have published BAC content will be given priority;
February 23: Official announcement of cooperation with Seraph project;
February 24: The official website released the first version of the white paper;
February 24: Official announcement of cooperation with Space Nation project;
February 24th: It was announced that the beta test will start on the 25th. Players who hold the beta white can enter and complete simple tasks to get the sure white;
February 24: Winners of Blast’s Big Bang competition announced.

The Spring Festival holiday is over and work has started~ I haven’t looked at the information for a few days. There are a lot of them, so I just sorted them out:

1. The project that Guatian paid attention to in the early days, Mavia created by the Vietnamese team, has issued coins. It has been more than two years, and the NFT is still under soft staking. This time it finally paid off. One NFT produced more than 300 tokens, and the profit was almost 2 times. . I haven’t had time to play the game yet, it’s similar to COC.

2. The latest financing information of Ultiverse has come out. It has raised another 4 million U based on a valuation of 150 million U, and it is estimated that the currency will be issued soon. Recently, BAC Games, the most important project in Ultiverse ecology, has been ranked first in its officially promoted ecological projects. Its assets should be expected to receive Ultiverse token airdrops. It is currently doing white order distribution activities in BAC’s DC community, Guatian community There will also be a white order event in the future, everyone will continue to pay attention~

3. Seraph’s avatar NFT is coming out, and it will really be related to the previous SPP. The highest-level avatar type needs to be integrated with SPP. The specific information can be announced at the Seraph special AMA held by wggdao tomorrow, and there will be free tickets available at the event.

Guatian Community wggdao (@wggdao) is bleeding! At 8pm UTC+8 on Thursday 21st, the big guys from five high-quality chain games (Alan from Metacene, Saku from Matr1x, Ye Zi from Seraph, AA from BAC, and Dacheng from Sharpnel) will gather together!
Reveal the future development of five projects!
The total prize money from on-site and community draws exceeds 2500U! ! Give them all away! ! Give them all away!
BAC Whitelist*3 Sharapnel heavy-duty internal test package*3 Metacene CECE Lucky Whitelist*2

Today is indeed worthy of celebration. One of the three major benefits of the bull market in 2024, the BTC ETF has finally been officially approved. It has been calling for it since the last bull market in 2021, and it has finally been passed.

A few days ago, in the BAC small group, everyone was still discussing whether they would be deceived by the SEC again. I am relatively certain that it will not be the case. The K-line price has reflected it. As long as there is a transaction, just look at the K-line. Say no, but your body It's very honest.

The adoption of ETF marks the official entry into the bull market, so should we hedge now? On the contrary, I think that the money earned in the early stage should be put into the pocket first. The so-called traditional old money will push up the price of BTC. It seems very logical, but there are two bugs: 1. Buying crypto before ETF The threshold is not high, as long as you want to buy it, you can buy it in various ways; 2. If old money comes in, you must have a suitable cost for building a position.

Of course, in the long run, the current cost of BTC47,000 is still a good price. We will see how high this bull market can go in the future. In addition to the remaining two strategic benefits "BTC halving and US water release", it is whether new things can really take off. come out:
1. New categories of assets and concepts: Inscription + BTC Ecology + Depin;
2. Whether applications such as chain games can be the first stop for WEB2 users to enter the circle;
3. Whether RWA can connect WEB2 to WEB3 more smoothly than before;

Finally, I wish all melon friends who have gone through the 2022-23 bull market together to strengthen their confidence and persistence will always pay off!

The "2023 Best Chain Game Selection Event" that has been planned for a month by the friends of Guatian + Deep Tide + Naga + All Things Island has begun!
Guatian will publish a weekly list basically every week in 2023. There are 33 issues now. The main focus is to introduce some distinctive and popular games. At the end of the year, we will publish all the games on the list, as well as the games recommended by our partners. Throw it out directly and select the best chain games of the two series from two dimensions: player voting and expert voting!

For specific details, please see the following wggdao post. Friends, click on the link below to go to Shenchao and NAGA event interfaces to participate in voting. You can also scan the QR code on the poster to participate in voting. The voting link is as follows (you can vote for both, the first link does not require logging in, and the second link requires logging in. ):
https://www.techflowpost.com/events/detail_2315.html
https://www.naga.io/zh-cn/event/Top25Game

Regarding Sleepless AI, friends, just take a look at Dafei’s latest research report. The public information is all there. Yesterday, Binance directly put Sleepless AI, also known as HIM, on the launchpad. It was so fast that people were caught off guard. This is Binance’s second game IEO in a short period of time! Who can deny the arrival of the bull market for chain games?

I have been playing Sleepless AI for a few days, let me share my feelings:
1. The long board is too long: The graphics of my boyfriend are too exquisite. Let alone WEB3 games, just put it in WEB2 games. It is also top-notch. It turns out that the WEB2 paper folding team is doing this. I feel that the texture is better than Nuan Nuan. , may use the latest technology of AI;

2. Strong AI empowerment: AI gives a new narrative. Through daily chats, the virtual boyfriend can become familiar with your daily life, personality and hobbies, and then interact with you. This solves the problem that many young ladies now do not find a permanent boyfriend or husband at all. Reason: Do you want to find someone who criticizes you every day to make yourself feel aggrieved? Binance feels full of expectations for this project. The name of the token is directly AI. Will Binance, which lost a bit on the Inscription track, win back on blockchain games and AI?

3. Try to break the WEB2 circle: HIM will spend 70% of its energy to break the WEB2 circle because the product is hard enough. At present, no company has succeeded in this ambition, and we look forward to HIM making a breakthrough;

4. How can everyone participate: NFT will be on sale, but there will be 300+ creations and 20 top-level ones. It will use an auction mechanism. How about such a volume! It's better to seize the opportunity to engage in the secondary market, BUT, I feel that there is a high probability that the price of this currency will skyrocket.

I remember a few months ago, I showed some pictures of handsome guys in HIM to some girls in W Labs, and asked them, besides making money, would they pay for such an exquisite virtual boyfriend NFT? There were different answers, but one girl’s reason for yes made me feel a little nervous. I felt that I must follow up HIM as a key project. She said: I blush after seeing these pictures.

Who can still say that the quality of high-quality WEB3 games is garbage? The threshold for being selected as the holy grail of chain games in this bull market is that you should be a product that can really make users pay for it. It can be divided into two directions. One is a hexagonal warrior like Matr1x, which has no shortcomings in all aspects; the other is like Sleepless AI, which is too strong in some aspects and can even defeat web2 games and still be able to get out of the circle.

Finally, I would like to give a suggestion to the project team. When can HER be released as soon as possible? Now I'm trying to convince myself to bid for HIM, but what should I do if I spend money and still get the impression that "I'm a loser"...