Note: This article is from @0xJuly888 Twitter, which is the co-founder of @wingmanweb3 . The content of the original tweet is organized by MarsBit as follows:
Nearly 20 Web3 game projects have been tested in the past one and a half months. Matr1x is the only project in my opinion that the team marketing + strategic positioning + product completion are close to full marks. It is also the only Web3 game project that I think is expected to get rid of Ponzi
This thread focuses on why I think Matr1x has the potential to become the next phenomenal product like Axie/Stepn
1. Gameplay & Product Completion - above the standard line of Web2 similar products
Matr1x is a shooting IP/entertainment platform. The first product, Matr1x Fire, is simply the mobile game version of CS:GO. The game underwent a round of file deletion testing in April this year, and the second testing will start on August 8. On the game level, it is modest to say that it can be ranked among the top three in the history of chain games, and has reached the standard line of similar Web2 games.
2 funds
Matr1x announced in February this year that it had completed a $10 million Series A round of financing, with participation from Hana Financial Investment, Hashkey Capital, Amber Group and SevenX Ventures.
For Matr1x, I have a hunch that its next round of financing information will be the highlight
3 Team Marketing Capabilities- Slow Flow
Experienced a complete round of bulls and bears, coupled with continuous communication with various project parties. My conclusion is: Web3 is an attention game, and the team behind a good project must have good marketing capabilities. Those who don’t understand marketing projects are likely to die in infancy and cannot successfully complete the cold start; marketing is good but the product cannot keep up, and the project may be short-lived
The marketing rhythm of the Matr1x team has reached the T0 level in my opinion. The steady rhythm of social media announcements, uninterrupted new progress, new materials and new activities, and active daily operation and maintenance in the community. And active team members, especially highly active founders, are active in various Web3 communities every day, regularly open personal space to communicate with holders, give expectations, and synchronize project progress
4 Founder @poemran - Stepn founder Jerry's early look
The founder of the leading project must be an outstanding speaker. Continuing the habit of the previous VC, I am used to directly contacting the team when looking at the project, because the follow-up development of the project can be judged most directly from the dialogue with the team. After I became an early holder of Matr1x, I often kept in touch with saku online, and I would exchange some views on gamefi
Later, I saw him at the Matr1x offline party. He was the second top founder I saw after Jerry.
Their common characteristics are: highly active, highly industry & track awareness, full of passion and appeal.
Let me tell you a little story: almost every industry hotspot group, such as the previous brc/src20/erc6551...I saw him discussing in these related groups, and sometimes I really doubt that he is online 7 x 24 hours
5 Strategic Positioning
Platformization/IPization: Matr1x is positioned as the first shooting brand of Web3, and two more FPS games will be launched in the future. The three will launch a novel with over one million words around the same native IP
Mobile + FPS: Shooting is the world's largest game, mobile is the world's largest category, and the upper limit is very high
Around e-sports: The team has repeatedly stated that e-sports will be one of the key areas of the project, and investment in e-sports will account for a large proportion of its expenditure
6 Business model - the most mature game business model of Web3+Web2
Around NFT, Stepn+CS:GO mode
CSGO is a mature business model of Web2 at present: the community creates assets, unpacks low-threshold output, and uses small things to make big gains
Matr1x is integrated into Stepn on this basis: that is, superimposing gold, breeding
But with playing gold, how to avoid Ponzi is a big problem. Whether you can really play and spend it becomes the key. This is left to time to verify.
7 New ideas to solve the current problems faced by NFT
PFP-type NFTs are currently in the cold, and the NFT market is in urgent need of new ways to play. I think Matr1x has a chance to succeed:
✦ The number of NFT community to define
✦The issue price of NFT, unified 2USDC+FIRE tokens, the price is very low
✦The time of Mint is not the current time, it is in a certain season
✦Enough room for hype, because each season will be out of print
8 Timing of Project Launch - Timing 丨 Avoiding the historical problems left over from the last round of launching Gamefi
Recently, most of the projects built during the bull market have encountered a common problem, that is, the rhythm is too long, causing many historical problems. A more typical example is the previous round of NFT sales. Now when the new NFT is launched, it is found that the rights and interests of the previous Holder need to be weighed, but this will weaken the rights and interests of current users and affect the effect of publicity. Matr1x circumvents this problem
9-1 The current progress of the project - all long-term holders have made money
This is critical, the relevant NFT price of Matr1x:
As of July 21, the platform token YATC Free - 17E 丨 Matr1x 2061 0.1E→ 1.5E, plus the AirDrop PASS and gold earning, within half a year, all NFT long-term holders have made money, which is one of the reasons why the project's current community cohesion is very strong
9-2 Promotion:
I saw that the team recently carried out large-scale promotion in the Philippines and Vietnam. This can be confirmed from the recent activity of TG in the two countries of Matr1x.
Saku revealed in Space before that tens of thousands of users are expected to enter the second test, and most of them are expected to come from Southeast Asia
10 Subsequent planning of the project
Hosting of e-sports events: Seeing that the project party has reached cooperation with multiple game associations in Southeast Asia, it plans to launch e-sports events & live broadcasts, including (campus, regional, professional leagues...)
The launch of follow-up games: It is said that one is chicken-eating type, the other is open-world type, and the development of the second game is close to completion
Celebrity IP cooperation: the team previously disclosed that it has reached cooperation with Web2 traffic stars, but it has not yet been announced
11-1 Existing problems - how to jump out of existing Web3 users and develop Web2 traffic
Although FPS is the largest game in the world, I found that the proportion of PFS users in Web3 is still limited. So how to jump out of Web3 to attract Web2 users I think is the key to the next step of the project. It can be seen that the project side is also working hard in this direction
11-2 I think there are several signals that Matr1x can do this:
✦First of all, in the community, you can often see group friends CX and Web2 users playing CS:GO, and the user feedback is good
✦ Observing Blur, from time to time there will be users who only use Opesea to scan goods 2061, and it is said that they are also traditional users of the team CX
✦Finally, the team has rich experience in buying Web2 games, which is the key to batch drainage
Looking forward to the day when quantitative change leads to qualitative change
12 How to define Matr1x - a real Web3 product in the name of a game
Last round of circle-breaking products - Axie & Stepn
Axie is essentially a gamified Defi, and does not have a large number of users who want to experience the fun of the game
Stepn is a sports product (Move to earn)
Matr1x is a real game product
13 Admission Suggestions- Bet on Super Alpha OR Earn Follow-up Beta Earnings
It can be seen that I am very optimistic about Matr1x, but everyone's capital and risk preferences are different
In addition, a good product does not necessarily mean that the price of NFT will be high
The price of YATC will be highly related to the development of the entire project because of its platform token positioning, but its floor price of 17E is no longer suitable for ordinary users to enter the market, and the price of 2061 largely depends on its empowerment in the game 2061, which depends on the consideration of the team
Players who want to eat beta can also wait for the game to enter after the public beta to seek gold opportunities
14 Summary
The last product that excited me was Stepn, and now I can see the early shadow of Stepn from Matr1x: the top team and product, showing positive development in the bear market, whether it can become a phenomenal product is not only hard work but also luck, and then it will be verified by time.
To friends around me from 0.6E floor CX to 1.5E now, I choose to continue to bet on this super Alpha!
15 Supplementary content related to the second test
Regarding the second round of testing that will start on August 8, the official has released many details, mainly including:
✦The image quality has been fully improved
✦New maps/weapons/characters
✦Optimization- kill feedback, credit system, spectator
✦Qualifying mechanism
The rewards for the second test are still generous, but the number of participants will be greatly increased compared to the first test, so it will be more exciting~
