In the past year, we have witnessed the collapse of many narratives in the Web3 gaming space. From ZK technology to full-chain games, from Layer2 scaling to modular infra. The narratives are overwhelming, but where are the users? The data speaks: over 80% of Web3 games have less than 100 DAU three months after launch.
But the market is changing.
While everyone is obsessed with storytelling, smart Web3 gaming projects have quietly shifted their focus. It’s not that narratives aren’t important, but the over-packaged narratives have left investors and users exhausted. The key now is: how to truly address user pain points? How to leverage the large market?
In this context, Alliance Games' approach is particularly noteworthy. While other projects are still competing on the sexiness of their narratives, Alliance Games has made "building Web3 game infra" as simple as a click.
Take a look at the Alliance Games Lite Node design:
-- Download the Lite Node plugin from the Google Chrome Web Store
-- Launch the Lite Node to connect to the node network
This design precisely hits the biggest pain point for Web3 projects: the user entry barrier. Users do not need to understand complex technical concepts, do not need to invest large amounts of money, and can participate in ecosystem building with simple interactions. This design philosophy proves that Alliance Games truly understands the essence of growth: lowering barriers, enhancing experience, and incentivizing dissemination.
Alliance Games is a new Web3 infra project that integrates concepts from Web3 gaming, AI, DePin, and the Ton ecosystem, incubated by Web3 gaming capital such as Animoca, aiming to become the productivity toolkit for Web3 gaming in the AI era, akin to Unity + AWS GameLift.
The infrastructure of Alliance Games can be divided into three layers, each with its unique functional positioning and value proposition:
AI Intelligent Platform Layer - AI toolchain for game developers
-- NeuralForge: Similar to "Web3's version of PyTorch," focused on accelerating the development of game AI models. It provides high-performance GPU clusters, a pre-trained model library, and automated tuning tools.
-- GameMind: A management platform for in-game AI agents, helping developers seamlessly integrate trained AI models into games.
-- DataVault: A secure storage solution for AI data, ensuring the safety and accessibility of training data.
Decentralized Infrastructure Layer - A cloud service alternative for Web3 games
-- AssetVault: Comparable to CDNs in traditional games, specifically for storing and distributing game assets.
-- GameFront: A decentralized content distribution network, ensuring fast loading of game content.
-- NetFlow: A shared bandwidth network, providing stable network connections for multiplayer games.
AG Worker Network Layer - A decentralized computing network supporting the entire ecosystem. This is the most innovative part of Alliance, which categorizes nodes into three types:
-- Edge Node ($WORK)
Provides core computing and storage capabilities
Requires staking of Alliance Pass NFT
Primarily used for AI model training and large-scale computing
-- Lite Node ($ltWORK)
Runs through a Chrome extension
Shares user bandwidth resources
Optimizes content distribution efficiency
The Alliance Lite Node is a lightweight node that connects through a Chrome extension, providing users with a simple, seamless way to share network bandwidth resources. These nodes can optimize network connections for decentralized infrastructure, enhancing the overall network performance of Alliance Games, supporting game hosting and data distribution. The Lite Node design is lightweight and easy to install, allowing efficient operation for both individual users and small devices, helping to achieve a more robust decentralized network ecosystem.
-- Micro Node ($mcWORK)
Runs based on a Telegram Bot
Optimizes data requests through gamified design
Lowers participation barriers and expands ecosystem coverage
Lite Node, Edge Node, and Micro Node form a complete ecological network. Edge Nodes serve as powerful desktop computing nodes responsible for heavy computing and data storage tasks, while Micro Nodes are lightweight AI data interaction nodes that promote the development of AI models through simple user interactions. The addition of Lite Nodes brings efficient bandwidth resource sharing and more stable connections to the entire network. Users contribute idle network bandwidth through Lite Nodes, effectively alleviating network bottlenecks and improving the overall transmission efficiency of the network.
Alliance Games attempts to redefine the production method of Web3 games by building a decentralized AI training network + community-driven edge computing + Game Development as a Service (GDaaS).
The fundamental pain points in the gaming industry have never changed:
-- The high cost of centralized servers (an average-sized game's AWS expenses easily exceed one million dollars per year)
-- The scarcity of AI training resources (training large models can cost millions of dollars)
-- Small teams struggle to afford infrastructure investments
Alliance Games offers an imaginative solution: allowing game developers to directly use community computing power, replacing traditional payments with token incentives. This not only significantly reduces costs but, more importantly, creates a positive feedback loop in the ecosystem.
In the past two years, we have seen too many DePin projects with a core business model of selling high-priced mining machines, too many Web3 gaming projects that sell nodes in a wave, too many AI + Crypto projects that received high funding but then disappeared, and too many TON ecosystem projects that quickly tokenized traffic through simple games.
While Alliance Games also uses token incentives, its core lies in building actual value capture mechanisms:
-- Matching fees between supply and demand for computing power
-- Resource fees for AI model training
-- Infrastructure service fees for game distribution
This is far more complex than the "issue tokens - go public - run away" model. Alliance Games attempts to find a balance between decentralization and commercial sustainability, and this effort is commendable.
Of course, these attempts by Alliance Games will face many challenges, such as whether the AI toolchain can truly lower the barriers to game development and how the token economic model can balance incentives for multiple parties. However, AI + Web3 gaming is creating new market space, and if Alliance Games bets right, it could become the next big opportunity.
To assess whether Alliance Games can succeed, we can observe from three time dimensions: short-term, mid-term, and long-term:
– Short-term: Focus on user growth data for its Micro Node and Lite Node ecosystems, especially daily active users and retention rates. Community activity is often a key indicator of early project success.
– Mid-term: Observe the actual implementation of its AI training network. Can it truly attract developers to use it? How is the performance? This will determine whether the project can genuinely address industry pain points.
– Long-term: Evaluate its progress in the game development toolchain. Can it create a complete developer ecosystem? This relates to the project's long-term competitiveness.
That's all.
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