Written by Haotian

Recently, @Balance_Fun launched a Key Node sales event for the upcoming TGE. I won’t go into details about the rights and interests enjoyed by node holders, investment returns and the necessity of participation. I mainly want to talk about, what exactly does the Balance project do? a16z Why did you make a big investment bet twice? How to link web2's "playing" platform with web3's game industry, etc.?

1) Balance is a blockchain game experience platform launched by the E-PAL game companion platform. In the web2 world, companionship has become a huge market. Users are looking for people to improve their gaming skills, social companions to improve their gaming experience, etc. Eventually, these people come together to create a platform scale effect and become other game developers and operators. The potential audience base and brand reputation amplifier of the merchants, thereby showing greater economic and commercial value attributes.

In other words, users in the companion market are naturally "online earners". They are familiar with various points, growth incentives and other gameplay methods, and can naturally become web3 games. And potential incremental users of Tokenomics can be said to have built-in Mass Adoption attributes.

Balance is E-PAL crossing the gap between web2 and web3, and designing a web3 Native game service platform based on the blockchain. With the E-PAL "Panwan" platform's millions of user base, any game applications and services linked to this game service platform can find good business value, including cultivating early loyal users for them, establishing early game communities, At the same time, we will build a free and open player trading market and so on.

2) YGG (Yield Guild Games), as a DAO game guild organization, relied on the Play-to-Earn earn-while-playing model to launch GameFi in the last cycle The craze is still fresh in everyone's memory, and YGG's past glory and market performance are all obvious to all.

The operating logic of YGG is also very simple. Based on the player library of the game guild, invest in some web3 game NFTs and other related assets, and then lease them through core assets, $ YGG token incentives and other methods have spawned a positive business flywheel, eventually turning it into an imaginative web3 game traffic portal platform and early game community incubator.

Personally, I feel that Balance's market and brand position are very similar to YGG's, and to some extent even better than YGG's, regardless of its global user scale, products and services The coverage and business imagination are even more outstanding. However, YGG has stepped on the big trends of NFT, GameFI, and Metaverse, and Balance is still waiting for the wind to come. Moreover, a16z’s initial investment in YGG was very fruitful. Now a16z has made two major investments in Balance. Its intentions and ambitions are self-evident.

Although the game track is mediocre most of the time, there may be a phenomenal game that explodes the market. This is a platform like Balance. The highlight moment to wait for.

3) As far as I know, there are many platforms including @Orbiter_Finance cross-chain bridge, @carv_official game identity data protocol platform, @sophonRPC node service platform, etc. They all adopt the node sales strategy. The node sales themselves are also the result of the web3 platform's Tokenomics of its own commercial prospects.

Based on this, we can achieve the goals of rapid financing, binding core users, and forming a community of interests. It can be understood as an "internal public sale" before TGE, which is suitable for this The business-like closed-loop path is clear, and there are projects with a certain accumulation of potential users, market resources, etc.

Balance has accumulated $30M in financing, and its investment institutions are also top-level in the industry such as a16z and Galaxy Interactive. Its platform has 12 million registered users, more than two million It has millions of daily active users and has established cooperation with more than 80 web3 game companies, supporting more than 180 games and more.

Obviously, it was these solid operation and maintenance data and growth that gave rise to this node sales plan and the subsequent TGE. As for what kind of answer sheet can be submitted and what height the secondary market can reach, it all depends on when the gaming track will lead to a bullish market?