In the past quarter, the main promotion directions of Binance's new coin mining have been basically on AI and games. In the traditional logic of the Internet: social networking and games are the two application scenarios with the greatest potential for explosive growth.

SocialFi has not yet produced a sufficiently sustainable phenomenal product, while the Gamefi track has sufficient maturity and cyclicality in Web3.

The main content of this article will extend several viewpoints around games and new coins, hoping to be of some help to your operation strategy~ #PortalLaunchpool

1. Unexpected listing

I think the listing of #Portal is the most surprising in recent issues, even higher than the previous issue of $PIXEL , which is also in the game track. This can be seen from the public opinion on social media. It is understood that the shares were released earlier, but many people did not take it seriously at the time and may have forgotten about it. Suddenly, the announcement of the new coin mining was unexpected, and it felt like pie in the sky.

And the airdrop activities combined with the pre-sale are all completed by interacting with the Twitter account to obtain points (of course, the details of this aspect have not yet been released). This strategy cannot be said to be bad, but I personally feel that it lacks the temperament of the regular army. Unexpectedly, it hit a big one~

So far I haven’t seen more product details on the project website, but based on some disclosed basic information, I can get a rough idea.

The introduction of the white paper should have been removed from the shelves for adjustment, but I still found the original version for more information~

2. Necessity of full-chain gaming scenarios

In fact, the full-chain scenario is not only about games in the game sector, but almost all use cases of Web3. The final development form requires multi-chain/full-chain scenarios, because the current industry structure is multi-chain, and individual users are distributed in different chain facilities. Only multi-chain/full-chain message aggregation can bring more user groups to the ecosystem, thereby further improving the liquidity of tokens within the ecosystem.

Therefore, Portal uses Layerzero's protocol to fully integrate the full chain framework. This integration provides support to users on the back end, so that users can be more smooth in the assetization scenario of the game (based on the roadmap, it may eventually achieve a seamless scenario of account abstraction + chain abstraction)

What’s more important is that full-chain games will bring richer interactive experiences, such as cooperation between games, the combination of games and social scenarios, and the implantation of joint activities between games and NFTs, which will bring potential experience and benefits (most importantly, benefits) to users.

  • Therefore, it can also be said that: full chain scenario = potential multi-asset portfolio

Since I am not a veteran Gamefi player, I cannot say whether there are other smoother and more mature full-chain gaming ecosystems on the market. But for ordinary retail investors, if they want to delve deeply into a certain ecological field, they must choose one with a full-chain scenario.

In the current development landscape, Layerzero is a clear path. If the project you are currently working on does not meet this condition, or is not included in the short-term roadmap, then it is important to change it while you can!

3. Some product details

I would like to briefly summarize some of the current presentation forms of this project:

  1. A unified game portal provides users with a one-stop experience, and then integrates various games within the platform (the C-end and B-end complete the closed loop)

  2. Token platform scenarios (full-chain applications)

  3. Ecosystem scenario cooperation (use of NFT platform)

These are the three main points I have summarized so far. In fact, it is about cutting through the entire chain to completely close the demand loop between the B-end and the C-end. Of course, sufficient B-end strength is also very important.

With the support of the full-chain products, the use scenarios of tokens will continue to be enriched. Just like the interactive cooperation I mentioned above, we have currently cooperated with the largest NFT market on the Solana chain in the NFT scenario. This is a major realization based on the full chain.

IV. Conclusion

The total amount is 1 billion, and the initial online circulation is 16.7%. Currently, except for the 5% of Binance new coin mining and 2% of liquidity, there is no detailed release information for other parts, but the off-site expectations are generally above 2 US dollars.

In the allocation structure, investors account for a relatively larger share, especially the private placement part (generally speaking, the total investor share is around 25%), but because no details have been released, it is not possible to make a judgment for the time being. We will update further when more information sources are found later (the above allocation ratio is also based on third-party information sources)

In the last round, Binance's bet on the gaming sector was very eye-catching and set off a big craze. Whether it was the ecosystem or the infrastructure, the odds were pretty good. I think you can bet on several new gaming projects in this cycle (provided you are really optimistic about the gaming sector, I mainly buy infrastructure)

😘There are twenty red envelopes in this article, first come first served! #热门话题