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游戏公司EA发布了多个职位公告,其中提到了区块链和不可替代代币(NFTs)。

2021-8-30 12:18

 

在上个月,游戏公司EA发布了多个职位公告,其中提到了区块链和不可替代代币(NFTs)。让我们回过头来想一想,你已经可以在EA Sports的众多游戏中购买玩家了。这些可能是NFTs。那是在你考虑创造可能性之前。


招聘广告中有几个高级总监和软件职位,包括一个战略增长部门的职位,该部门负责订阅、竞争、市场以及“梦幻体育、区块链和NFTs等新的商业机会”。开发人员的角色是“利用机器学习的产品,区块链。”


与规模较小的竞争对手育碧相比,EA是区块链的后来者。但在所有游戏公司中,EA拥有最大的体育领域,并拥有一系列令人惊叹的授权。其中包括国际足联、NFL、NBA、NHL、NCAA、一级方程式,以及英格兰、德国和西班牙的国家足球联盟。据一则招聘广告显示,去年有1.4亿玩家参与了EA Sports的游戏,整个EA的月订阅用户达1600万。


截至2021年3月31日,该公司的收入为56亿美元,其中71%来自直播服务。一项未披露但相当大的比例来自体育,突显了基于体育的不可替代代币(NFTs)的潜力。该游戏公司表示,其最受欢迎的额外内容是体育领域的终极团队模式,该模式在2021年产生了16亿美元的净收入,占总收入的29%,其中很大一部分来自《FIFA终极团队》。Ultimate Team让玩家能够收集当前和以前的玩家,并作为一个个性化的团队来组建和竞争。


与此同时,育碧已经探索NFTs好几年了。2019年,梦幻足球非功能性平台Sorare首次加入育碧创业实验室,并于2020年再次加入。这家游戏公司今年早些时候为比利时联赛推出了区块链梦幻足球游戏,还在其创业实验室(Entrepreneur Labs)中增加了五家区块链公司,甚至还签约成为Tezos区块链的“企业烘焙师”。

并不是每个人都有这种热情


然而,其他一些游戏公司却对这个话题不太感兴趣。毫无疑问,现在有很多炒作,在很多情况下,价格都被夸大了。但是炒作和时尚不是一回事。Gartner将新产品的发展称为“炒作周期”是有原因的。


然而,Take Two的首席执行官施特劳斯·泽尼克暗示这可能只是一种时尚。在最近的收益电话会议上,他说:“我的问题是,如果把元宇宙、太空空间和加密货币放在一起,五年后这些东西还重要吗?我不确定它会不会。”


商业网站Gamesindustry.biz也赞同他的观点,除非涉及育碧这样的公司,否则不会刊登关于nft的报道。今年3月,它发表了一篇社论,强调了原因。


该杂志执行主编布兰登•辛克莱写道:“我们还没有看到一个令人信服的论点,即这些疗法除了为人们提供一种将钱投入投机性追求的新方式外,对该行业有任何贡献。”“游戏发行商已经可以创建游戏内部市场来转移玩家物品。”


他继续说道:“当涉及到游戏本身时,任何关于玩家拥有这些道具的想法都是虚幻的。”这是一个公平的观点,也适用于所有的NFTs。


辛克莱特别关注能源的浪费,这是一个非常有道理的问题。然而,NBA Top Shot并不是靠工作证明运行的区块链。许多(但不是所有)基于工作证明的体育产品使用的侧链只消耗了一小部分能源。我们听说体育运动需要这个。


他的另一个担忧(也是合理的)是,加密货币鼓励类似赌博的行为。

play-to-earn呢?


毫无疑问,贪婪是最原始的驱动力。赚取有价值的道具会让游戏更具粘性。


在这一点上,《去中心区》和《无限轴》是两款热门区块链游戏。Decentraland拥有9万块土地,这些土地都是国家福利基金,因此都可以交易。


在“通过游戏赚取”的游戏中,用户可以赢得数字道具,这些道具也可以出售。可口可乐也参与了Decentraland,创造了可口可乐品牌的可穿戴产品,包括一件夹克。


这两款游戏看起来都有点泡沫。在2020年11月以800万美元首次亮相后,axy Infinity的加密货币市值为41亿美元。Decentraland的市值为12亿美元。


据称,在第三世界国家,“玩赚游戏”是一种谋生方式。一家向玩家出借角色的组织Yield Guild Games最近获得了460万美元的资金,其中包括来自安德森•霍洛维茨基金(Andreessen Horowitz)的资金。该公司表示,它使菲律宾及其他国家的失业者能够通过玩游戏谋生。

 

During the last month, games company Electronic Arts (EA) published multiple job postings that mention blockchain and non-fungible tokens (NFTs). Step back a minute and consider that you can already buy players in EA Sports’ numerous games. Those could be NFTs. That’s before you even think about creative possibilities.

The job ads are for several Senior Director and software roles, including one in the Strategic Growth department, which covers subscriptions, competitions, marketplaces, and “new business opportunities like fantasy sports, blockchain and NFTs, and more.” The developer roles are “for products leveraging machine learning, blockchain.”

Compared to its smaller competitor, Ubisoft, EA is a late joiner to the blockchain party. But of all the games firms, EA has the largest sports footprint, with a breathtaking array of licenses. These include FIFA, NFL, NBA, NHL, NCAA, Formula One, and the country soccer leagues for England, Germany and Spain. In the last year, 140 million players engaged with EA Sports games, and EA as a whole has 16 million monthly subscriptions, according to one of the job ads.

In the year to 31 March 2021, the company made $5.6 billion in revenues, of which 71% came from live services. An undisclosed but significant proportion is from sports, highlighting the potential for sports-based non-fungible tokens (NFTs). The games company says its most popular extra content is the Ultimate Team mode for sports that yielded net revenues of $1.6 billion in 2021 – 29% of total revenues – of which a big chunk came from FIFA Ultimate Team. Ultimate Team enables players to collect current and former players to build and compete as a personalized team.

Meanwhile, Ubisoft has been exploring NFTs for a few years. In 2019 fantasy football NFT platform Sorare first joined the Ubisoft Entrepreneur Labs and did so again in 2020. The games company launched a blockchain fantasy football game for the Belgian league earlier this year, added five more blockchain firms to its Entrepreneur Labs and even signed up as a ‘corporate baker’ for the Tezos blockchain, which is also French.

Not everyone shares the enthusiasm

However, some other games firms are considerably less enthusiastic about the topic. There’s no question that there’s a lot of hype at the moment, and in many cases, inflated prices. But hype and a fad are not the same things. Gartner called the evolution of new products ‘the hype cycle’ for a reason.

However, Take Two CEO Strauss Zelnick implied it may be a fad. In the latest earnings call he said, “The problem I have is that if you take metaverse, SPACs and cryptocurrency, put them all together, in five years will any of this matter? I’m not sure it will.”

And the business site Gamesindustry.biz shares his view and doesn’t run stories on the topic of NFTs unless it involves an incumbent like Ubisoft. In March, it published an editorial highlighting why.

“What we haven’t seen is a compelling argument that any of these treatments will contribute anything to the industry beyond a new way for people to throw money into speculative pursuits,” wrote Managing Editor Brendan Sinclair. “Game publishers can already create in-game marketplaces to transfer player items.”

He continued, “And when it comes to the games themselves, any notion of players having actual ownership of these items is illusory.” That’s a fair point and one that applies to NFTs across the board.

Sinclair was particularly concerned about the wasteful use of energy, which is a very valid issue. However, NBA Top Shot does not run on a proof of work blockchain. Many – but not all – sports offerings running on proof of work Ethereum use side chains that use a fraction of the energy. And we hear that sports franchises demand this.

His other concern, which is also valid, is that cryptocurrencies encourage gambling-like behavior.

What about play-to-earn?

There’s no question that greed is a primal driver. And earning valuable items could make games more sticky.

On that point, Decentraland and Axie Infinity are two popular blockchain games. Decentraland has 90,000 land parcels which are all NFTs and hence these are all tradeable.

In “play-to-earn” games, users can win digital items which can also be sold. Coca Cola is participating in Decentraland, creating Coke-branded wearable items, including a jacket.

Both games look more than a little frothy. Axie Infinity’s cryptocurrency market capitalization is $4.1 billion after it debuted at $8 million in November 2020. Decentraland’s market cap is $1.2 billion.

It’s claimed that play-to-earn games provide a way of making a living in third-world countries. An organization that lends characters to players, Yield Guild Games, recently received $4.6 million in funding, including from Andreessen Horowitz (a16z). It says it enables unemployed people in the Philippines and beyond to earn a living playing games.

 

来自: Ledger Insights