It is an NFT game ecosystem that puts the “player-owned economy” at the forefront. Axie NFT has the characteristics of battle, collection, development, trading, and game access, while AXS is designed as a governance, staking, and reward linked token. However, in actual operation, Ronin infrastructure, Sky Mavis product roadmap, and off-chain games
Investment View
NFT oversupply risk Breeding meets new demand during the growth period, but demand infrastructure security risk Ronin and bridge security are the foundation of Axie economic trust. In the past Ronin bridge incident, the risk of chain, bridge, and validator operation was combined with the game complexity risk of AXS, SLP, RON, bAXS, AXP, Axie NFT, Land, Rune, Charm, and Bounty Board, resulting in high understanding costs for new users. Web3 games need to be simple to be popular, and Axie's economic design is sophisticated but complex. Comprehensive Evaluation Axie Infinity's Crypto Economy is a Web3 Game
Axie Infinity is a Web3 game that collects, battles, breeds, and trades Axie NFTs. The official website introduces Axie as “blockchain through a nostalgic and charming game” and explains that it has onboarded millions of people to blockchain. AXS is Axie Universe's ERC-20 governance token, and is designed with staking, game participation, and governance voting as its core utilities.
Investment View
It is evaluated as “a project to abandon the existing P2E narrative and create a new operating system”. Takeaway: This strategy lowers narrative exhaustion, but the success criteria also become more difficult. The price is not an investment recommendation, but rather an observation range for changes in maturity.