Can Web3 games still meet the next wave of growth? Analysis of the competitive landscape of the GameFi infrastructure sector. On August 17, 2026, according to Gate quotation data, the price of Portal (PORTAL) broke through to $0.018650, rising 70.49% over 24 hours; over the last 7 days, the cumulative increase was 50.91%, and over 30 days — 63.30%. This price anomaly occurred amid general sluggishness in the GameFi segment — according to the Caladan report published in April 2026, 93% of the 3,200 GameFi projects were deemed effectively dead, and total industry losses were about $15 billion. Source: Gate quotation data. The growth of PORTAL, despite the broader market trend, is not an isolated event. In May 2026, Ronin (RON) completed a hardfork migration from an independent sidechain to a Layer2 built on the OP Stack, and at one point its daily growth exceeded 32%. Almost simultaneously, token B3 rose 11.74%, and the number of users in its Layer3 gaming ecosystem surpassed 6.00 million. Taken together, these market signals point to a deeper structural shift: the investment logic behind Web3 games is moving from a “bet on a single hit game” to “investing in an infrastructure layer capable of supporting many games.”
$PORTAL
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