更多有关加密世界2021年回顾,2022年展望请关注专题:回顾Crypto 2021,展望2022
for more on the 2021 review of the world of encryption, 2022 perspective please focus on the topic: 原文链接:星光熠熠,众行致远 | 第八届 Old Friends Reunion 圆满落幕
link: starlights from everyone
编辑注:本次活动聚焦两个时下最活跃的话题,18日活动第一天聚焦扩容主题,19日活动以大热的元宇宙为主题。为了方便阅读,对原文内容有所删减。
editor's note: 19 days focused on two of the most dynamic topics. For ease of reading, the original text has been deleted.
扩容&元宇宙:
Web3.0时代的开端
https://www.youtube.com/watch?v=BkbgJ-q3FNg
首先由IOSG Ventures的创始合伙人Jocy Lin为观众带来主题演讲。Jocy表示,IOSG的投资原则一直是"见心,见行,见远"。IOSG努力在早期找到行业中最有远见的创始人,并帮助他们构建和创建最好的协议来实现他们的愿景。并进一步指出,2021年是区块链基础设施扩容技术迭代(L2扩容)和多元化应用爆发(金融-DeFi、游戏-GameFi、社交-SocialFi)的关键一年。
started with a keynote address by Josy Lin, the founding partner of IOSG Ventures. Jocy said that IOSG investment principles have always been "see, see, see." IOSG worked to find the most visionary founders in the industry at an early stage and helped them to build and create the best agreements to realize their vision. , and further noted that 2021 was a crucial year for the technology overlap in the extension of the block infrastructure (L2) and the outbreak of diversified applications (finance-DeFi, game-GameFi, social-socialFi).
在基础设施方向,今年的热点毫无疑问是各大L2扩容平台的上线。尽管市面的主流L2作早在3年前就在开发,但当时无论是项目方、市场和社区都把他们定位为以太坊扩容方案。然而在这些方案终于百花齐放上线的2021年,我们更加清晰的认识到他们会在“模块化区块链(Modular Blockchain)”扮演更重要的角色:以太坊将承担数据可用性和安全性的最底层角色,而L2方案将主要扮演可定制化的各类执行层角色。我们大胆预计未来一年L2将形成虹吸效应吸走主流L1上80%的交易量。
In infrastructure direction, this year's hotspot is undoubtedly the tipping point of the major L2 augmentation platforms. Although the main L2 market was developed three years ago, both the project side, the market and the community at the time identified them as an Ethletic outreach program. But in 2021, when these programs finally came on line, we became more aware that they would play a more important role in the Modular Blockchain: The Taipan will assume the lowest role in data availability and security, while the L2 program will play a major role in the various enforcement layers that can be customized. We dare to anticipate that L2 will generate a rainbow in the coming year to absorb 80% of the transactions on the mainstream L1.
在过去的两年里,IOSG一直在持续研究和投资L2基础设施项目,我们的投资框架里涵盖了目前领先的Rollup技术方案:StarkWare、Arbitrum、Aztec。
Over the past two years, IOSG has been continuously researching and investing in L2 infrastructure projects, and our investment framework covers the current leading Rollup technology programmes: StarkWare, Arbitrum, Aztec.
在新的一年里,我们将在这些头部L2项目中寻找更多原生的技术类组件以及中间件的机会,比如最近关注的跨链基础设施、数据平台、开发迁移工具等。此外,我们还将寻找L2生态原生新dApp的机会,新生dApp自身更复杂的业务逻辑会更加需要L2所提供的高性能赋能。
In the new year, we will look for more original technical components and intermediates in these head L2 projects, such as recently focused cross-chain infrastructure, data platforms, migration tools, etc.
在应用层方向,从2020爆发的去中心化金融,再到今年出圈的区块链游戏和社交,我们终于2021年见证了区块链应用打破“伪需求”的元年。
in the direction of the application, from decentralizing finance, which broke out in 2020, to this year's block chain games and socialization, we finally witnessed in 2021 the year when the block chain was applied to break the “false demand”.
在金融领域,以太坊的DeFi在底层基础协议(Primitives):交易、借贷、合成资产方向迈向成熟,未来更多的机会出现在第二层DeFi协议的微创新,比如:流动性优化、结构化金融、供应链金融、保险等。而对于其他多链的DeFi生态,底层基础协议的搭建和市场竞争刚刚开始。此外,我们认为一些NFT资产的金融化是一个非常值得更深入探索的领域。
In the financial field, DeFi of Tai Tai has reached maturity in the bottom base agreements: trading, lending, synthesizing assets, more opportunities for the future are emerging in the second tier of DeFi micro-innovation, such as mobility optimization, structured finance, supply chain finance, insurance, etc. For other multi-chained DeFi ecology, the construction of the bottom base agreements and market competition have just begun. Moreover, we believe that the financialization of some NFT assets is an area that deserves much deeper exploration.
除了上述的一些金融协议微创新,今年有两个方向我们看到了更高的成功率:去中心化衍生品、聚合器协议。去中心化衍生品领域dydx是第一个月交易量破500亿美金、TVL破10亿美金的协议,并且我们预计去中心化衍生品的市场规模在未来1-2年还能实现至少10倍的增长。在遍览了数十种主流衍生品协议后,我们总结关键是投资能更高满足去中心化、可组合性和无许可这三个特点的项目。聚合器领域,我们长期关注各类垂直领域的聚合平台:DeFi钱包、交易聚合等。我们投资的Debank、1inch、Matcha所拥有的用户基数都已经让他们牢牢坐在头部交椅,并且他们都已经开始下一步的业务线拓展,以及商业模式多样化变现的探索。
In addition to the micro-innovation of some of the financial agreements mentioned above, we have seen a much higher rate of success this year: decentralised derivatives, polymers. Decentralized derivatives dydx is the first-month deal with $50 billion, TVL with $1 billion, and we expect the market size of decentralized derivatives to grow at least 10 times in the next 1-2 years. After looking at dozens of major derivatives, the key is to invest more to meet the three characteristics of decentralization, integration and non-licensing. In the area of polymers, we have a long-term focus on the various vertical areas of convergence platforms: DeFi wallets, trading convergence, etc.
在游戏领域,IOSG认为GameFi的核心并不是我们所理解的传统游戏产品上链,它更是一个从集中的娱乐供应到分散的、协作的、民主化的生产和消费乐趣的范式的根本转变。公会是Web2玩家进入GameFi的第一站。目前,市场被地方公会割据。在游戏领域,我们将投资于那些努力通过赋能和激励个人为其社区做出有意义的贡献来革新生产关系的有远见的创始人。
社交领域的SocialFi是今年下半年加密圈最热门的话题,它的背后实质是关于解放新的社会生产关系和生产力以及所有权经济的一个社会性大讨论。我们在Web2的一系列中心化带来的问题和困境中看到了Web3 SocialFi的机会,所有权的重新定义和归属是这场新社会运动的关键。我们投资了社会代币/NFT发行平台,如:Roll,JennyDAO,可以直接将社会影响力代币化。最近,我们也在专注于一系列赋能创作者经济的项目,如:Pianity、Mint Songs、CreatorNFTs等平台。在Web3的聚合器领域,我们也是Project Galaxy的种子投资者,我们将会继续在这个方向上进行探索。
The SocialFi in the social sphere is the hottest topic in the encryption world in the second half of this year, and its essence is a social debate about liberating new social productive relationships and productivity and ownership economies. We have seen the opportunities and dilemmas of Web3 SocialFi in a series of web2 centralizations. The redefinition and attribution of ownership is the key to this new social movement. We have invested in the Social Currency/NFT distribution platform, such as Roll, Jenny Dao, which directly monetizes social influence. Recently, we have also focused on a range of projects that empower creator economies, such as Pianiity, Mint Songs, Creator NFTs. In the area of the Web3, we are also Project Galaxy seed investors, and we will continue to explore this direction.
在演讲的最后,Jocy回顾了过去一年,IOSG共出品了超过30篇研究报告,内部讨论过上千个项目,最终投资了超过40个项目,覆盖超过8个方向。并且为这些项目提供了全面的投后服务,包括融资及流动性支持、技术讨论、产品协议创新、代币经济设计、投票治理、团队招聘、资源对接、活动合作
At the end of his presentation, Josy recalled that over the past year, IOSG had produced more than 30 studies, discussed thousands of projects internally, and eventually invested more than 40 projects, covering more than eight directions.
等。除此之外,IOSG推出的Kickstarter Program帮助了许多开发者启动创业,使其获得规模化应用市场的机会。最后Jocy表示每一年的Old Friends Reunion正如一场行业布道会,旨在通过先行者力量影响更多的人,并期待IOSG能同更多优秀的基金和创业者一起凝结成一股新兴的力量,共筑更完备的市场。
. In addition, IOSG's KickStarter Programme helps many developers to start their own businesses and gain opportunities for scale-based application markets. Finally, Jocy says that every year Old Friends Reunion is like an industry sermon STARK Validity Rollup - An Ultimate Scaling Technology
STARK Validity Rollup
- 终极扩容技术
https://www.youtube.com/watch?v=BobbfSc7e2c
StarkWare 的联合创始人Eli Ben Sasson在演讲中指出,现在的世界存在两种体系,一种是中心化体系,另一种是去中心化体系,即区块链。在中心化体系下,所有的计算机和节点都由一个集中实体控制,具有较高的容量却牺牲了隐私。而在区块链体系下,由于开放问责制,每个人都有权检验系统的有效性和问责,但这些系统的隐私和可扩展性一直受到了质疑。ZK通过对信任机制的重新定义,通过对于数学的信任,解决了这一问题。当计算机处理大量的交易时,信任机制是基于数学和密码学上的信任,而不是基于计算机本身。StarkWare基于Zk技术推出了StarkEx来解决扩容的问题。StarkEx由证明者(prover)和验证者(verifier)两部分构成。链下的证明者负责处理交易,并生成stark系统状态和证明来更新状态,并确认交易的数学正确性。然后链上的验证者将整个过程移植到以太坊主链上,验证交易的正确性。这种方法同时提供了可扩展性和完整性,因为它们只需要运行一个轻量级的验证节点,而无需让系统中的所有节点来验证每个事务,并且通过这样做,他们可以验证系统的完整性和新状态的有效性。许多数据表明,StarkEx已成为领先的L2之一:StarkEx上的平均交易成本大约比以太坊便宜100到1000倍;它已经完成6500万笔交易,累计交易量超过2,700亿美元,锁定总价值超过10亿美元。此外,全新的产品starknet已经上线三周,它的形式与以太坊并无区别,智能合约可以随意部署,而且它比以太坊更具可扩展性。未来将会上线一系列相关工具,包括ERC20合约、L1与L2的跨链桥、包括从Solidity到Cairo的编译器。
Under the centralized system, all computers and nodes are controlled by a centralized entity with a higher capacity at the expense of privacy. Under the block chain system, everyone has the right to verify the effectiveness and accountability of the systems, but the privacy and scalability of these systems has been questioned. Through a redefinition of the trust mechanism, Eli Ben Sasson has solved the problem in the world, through a confidence in mathematics. The trust mechanism is based on confidence in mathematics and cryptography, and not on the computer itself. All computers and nodes are controlled by a centralized entity with a higher capacity, but at the expense of privacy. Under the block chain system, with open accountability, everyone has the right to verify the effectiveness and accountability of the systems, but the privacy and scalability of these systems has been questioned.
Now and Future in L2 - from Wallet's Perspective
从钱包视角解读L2的现状与未来
https://www.youtube.com/watch?v=JZ14j91zx54&t=20s
imToken首席科学家Chang-Wu Chen谈及了L2生态系统、DeFi协议的现在和未来,以及将如何结合这些技术构建下一代钱包。Chen首先指出L2提供了一种具有高TPS和低交易费用的安全扩展解决方案,通过它,钱包产品可以拥有更多的用户和资产,并进一步对比了Optimistic 和 ZK-rollups在开发者友好、可组合性以及用户体验方面的特点。Chen还介绍了跨链桥的三种应用场景及其各自的解决方案,并从开发者和用户体验两方面介绍了imToken在通用性方面做出的努力,包括EIP-3668标准,允许开发者以通用的方式从不同L2中取得链下数据,并提出需要定义标准以拥有一个通用的钱包访问接口,以改善用户体验。
Chang-Wu Chen, chief scientist for imToken, spoke about the current and future of the L2 ecosystem, the DeFi agreement, and how the next generation of wallets would be built in conjunction with these technologies. Chen first noted that L2 offered a secure extension solution with high TPS and low transaction costs, through which wallet products could have more users and assets, and further contrasted the characteristics of Optimistic and ZK-rollups in terms of developer-friendly, collusive and user experience. Chen also described the three applications of cross-chain bridges and their respective solutions, and described the efforts of imToken in terms of genericity, both in terms of developers and users' experiences, including the EIP-3668 standard, allowing developers to obtain chain data from different L2 in a common way, and suggested the need for defining criteria to have a common wallet access interface to improve user experience .
Solve Scaling without Compromise
扩容势不可挡,Arbitrum生态及机遇展望
strang > Unstoppable, Arbitrum Ecology and Opportunity Outlook
https://www.youtube.com/watch?v=bCQm8HRio14
Arbitrum
联合创始人兼CTO,Harry Kalodner介绍了Arbitrum的技术解决方案和未来计划。Arbitrum是基于Optimistic Rollup 技术, 交易价格仅是以太坊主链的几分之一,同时保持着高兼容性和去中心化安全程度的扩容解决方案。8月底推出的Arbitrum One Beta版本已经处理了超过400万交易,并且已支持超过200个去中心化协议。Arbitrum的安全性是基于以太坊的,所有的交易数据都在以太坊主链上,之后的交易执行是发生在链下的。Arbitrum的交互式欺诈证明保障了用户的资金安全,如果出现恶意活动,每个人都可以在挑战期间提出争议,以确保正确的交易被包含进rollup和以太坊链中。即将推出的Arbitrum Nitro将提供与以太坊应用程序更兼容的用户体验,并将通过在以太坊L1上发布更小的访问数据来降低交易费用,使以太坊L2与一些更便宜的L1相比更有竞争力,这将会是Arbitrum在未来最重要的升级。
the co-founder and co-founder of the CT, Harry Kalodner, introduced the Arbitrum version of the technology solution and future plan. Arbitrum is based on the Optimistic Rollup technology, which is only one of the fractions of the Tailian main chain, while maintaining high compatibility and decentralised security solutions. >The Arbitrum version, launched at the end of August, has dealt with more than 4 million transactions and has supported more than 200 decentralized agreements. Arbitrum's security is based on the Tails, all transaction data are on the chain, and the subsequent transactions are conducted under the chain.
Polygon-Suite of Polygon Ethereum Scaling Solution
Polygon:以太坊扩容方案的Polygon套组
https://www.youtube.com/watch?v=KGh4BjKZ2oc&list=PLgv2TqcY9hyKREikfUHL9DnhqNSonyxwm&index=15
Polygon
联合创始人Sandeep Nailwal从Polygon的底层逻辑出发,描述其技术解决方案的独特性。Polygon是一个综合各种解决方案的聚合器,致力于将,如L2的ZK,optimistic ,以及sidechain 、plasma等多种扩容技术综合起来。Polygon目前生态繁荣,不论是从TVL,还是交易数量这样的数据层面,还是具体到NFT、游戏、Defi应用来说,Polygon POS链目前成为了全球最火热的解决方案之一。目前的
United Founder Sandeep Nailwal describes the uniqueness of technological solutions, starting from the bottom logic of Polygon. Polygon is a conglomerator of solutions, committed to integrating a variety of enabling technologies, such as ZK, optimistic, and sidechain, platma of L2. Polygon's ecological booms are now one of the hottest solutions in the world, from the data level of TVL, to the volume of transactions, to NFT, games, Defi applications.
一个趋势是,每个不同的应用都有自己的要求,有些需要更高的去中心化和安全度、有的则需要更快的交易速度和更低的成本,但相对来说会牺牲部分去中心化。Sandeep认为相比于任何一个建立的layer1的L2方案,Polygon提供更多的可选择性,并最终让市场选择他们想要的解决方案。在提供高速交易以及低成本的同时,为以太坊扩容创造更完备的框架。
a trend is that each different application has its own requirements, some requiring higher decentralisation and security, some requiring faster speed and lower cost of transactions, but relatively at the expense of partial decentralisation. Sandeep believes that the market is more selective than any of the L2 programmes set up at the player 1, Polygon, and eventually allows the market to choose the solutions they want. Create a more complete framework for over-the-horizon at the same time as providing high-speed transactions and low costs.
ETH as a Base Currency: Why It Matters and How It Works
ETH作为基础货币的重要性及其运转逻辑
https://www.youtube.com/watch?v=yfJaxBxFc6k
Aurora
CEO Alex Shevchenko向观众解释了Aurora将以太坊作为生态基础货币的意义及其运作模式。Aurora是一个允许在性能更好的环境(Near区块链)上执行以太坊智能合约的解决方案。它的不同之处在于,用于指定用户交易费用的代币并不是Aurora代币,而是将ETH作为基础货币。Aurora已经与Consensys建立了合作伙伴关系,即将把Aurora整合到Infura系列产品中。Alex相信Aurora选择ETH作为基础代币对于大规模采用非常重要。
CEO ; Alex vevchenko explain to the audience the meaning and mode of operation of Aurora as an ecological base currency. Aurora is a solution that allows the implementation of an intelligent contract in a better environment (near block chain).
Oracle Computation: Improving Blockchain Networks via Data Feeds and Offchain Computation
预言机计算:通过喂价和链下计算改进区块链网络
https://www.youtube.com/watch?v=yfJaxBxFc6k
Chainlink中国区负责人Philip Fei结合扩容话题,分享了Chainlink的愿景、业务模式和发展近况。Philip首先介绍了Chainlink在数据传输方面的贡献:为DeFi提供链下资产的价格服务、储备金保证、为区块链提供更多的链上数据资源,以及通过Keepers让项目方去中心化、安全并简单地使用链下计算功能。此外,Philip还着重介绍了Chainlink通过引入CCIP(跨链互操作性协议),使未来公有链、私有链和各种联盟链之间实现多方计算跨链和互操作,推动并加速机构对智能合约的采用,从而引入更广阔的全球传统经济市场。
Chainlink Chinese district chief Philip Fei shared Chainlink's vision, business model and development in conjunction with the topic of expansion. Philip began with a presentation on Chainlink's contribution to data transfer: price services for DeFi's assets, reserve guarantees, additional data resources in the chain and, through Keepers, to centralize, secure and simply use the chain computing function. In addition, Philip highlighted Chainlink's introduction of the CCIP (cross-chain interoperability agreement) to enable future public, private and union chains to be multi-computed and interoperable, and to promote and accelerate institutional adoption of smart contracts, thereby introducing broader traditional global economic markets.
| 圆 桌 |
strong> nbsp; round table
Different Flavours of Rollups: Optimistic and ZK (Validity)
Rollup方案各有千秋:Optimistic 和 ZK谁与争锋
https://www.youtube.com/watch?v=rJJoxsWQLik
关于ZK-Rollup和Optimistic Rollup这两个最火热的L2解决方案,来自Optimsim的联合创始人兼首席科学家Benjamin Jones,StarkWare的产品总监Avihu Levy,Arbitrum的联合创始人兼CTO的Harry Kalodner,Matter Labs 的联合创始人兼CEO Alex Gluchowski,以及Aztec的联合创始人兼CTO Zachary Williamson展开了精彩
的讨论。针对目前L2中大众关注程度较低的方向,Avihu表示StarkWare正在将一些有趣的开发问题带到社区里去,将整个解决问题的过程展现在discord中,以帮助开发人员更好地理解他们的生态系统。Harry认为Arbitrum系统的长尾效应十分有趣,因为社区甚至会用设计时都未曾构想到的方式,使用Arbitrum提供的工具。他相信,由于Arbitrum易于部署和开放的开发特性,越来越多的开发人员将使用他们的平台并表达他们的创造力,这使得它比许多知名度高的产品更长久。Alex表示zkSync致力于建立一个真正去中心化的生态系统,将有专门的安全理事会来受理关于系统升级的事宜,这是去中心化的一个重要因素。Aztec的Zachary提到,有了Aztec Connect,用户将能够在不牺牲隐私的情况下与第一层应用程序进行交互。最后,Optimsim的Benjamin提到,EVM链的引力彰显了开发人员对EVM的采用。作为L2基础设施提供商,他们应当让开发人员在没有额外开销的情况下更容易地部署他们的智能合约,而这只有通过EVM等效才能实现。
discussion. In response to the low level of public interest in L2, Avihu said that StarkWare was bringing some interesting development issues to the community and presenting the whole process of problem solving in discord to help developers better understand their ecosystems. Harry found the long tailings of the Arbitrum system interesting because the community would even use the tools offered by Arbitrum in a way that had not been designed. He believed that, because of Arbitrum's readily deployed and open development characteristics, more and more developers would use their platforms and express their creativity, which would make it longer than many high-profile products. Alex said that zkSync was committed to building a truly decentralized ecosystem, and that a dedicated Security Council would handle the upgrading of the system, which was an important factor in its centralization. Zachary of Aztec mentioned that, with Aztec Connec, users would be able to interact with the first class of applications without compromising privacy.
Byond EVM Compatibility: Next Milestones for Multichain Adoption
超越EVM兼容性:多链采用的下一个里程碑
https://www.youtube.com/watch?v=RvFf40lFS5M
Odaily的创始人Mandy Wang围绕应用落地以及公链发展等提出了一系列问题,Avalanche的亚洲负责人 Wilson指出过去几年中,行业基础设施和供应链格局的完善,为明年更多dApp的爆发提供了基础。Parity 的中国区负责人Yaoqi Jia认为,多链,尤其是异构链将是未来的主题,因为当不同的App,不论是NFT,游戏还是其他Web3的新兴形式,异构链都能为这些应用提供更好的执行环境。Conflux的联合创始人Yuanjie Zhang针对兴起的Layer2 和 ETH2.0导致的竞争给出了不同的看法,认为Layer2与资本方没有在利益上面达成一致。他表示看好未来EVM兼容的链和一些头部CEX上链等方向。Moonbeam的中国社区负责人Yuki认为越来越多的资本流入了市场,又因为以太坊的交易价格和堵塞现象,资本外溢导致了目前的公链竞争环境,同时这些资本也主导着市场竞争的走向。
Odaily’s founder, Mandy Wang, raised a number of questions about application landings and public chain development, and Avalanche’s Asian head, Wilson, pointed out that, over the past few years, improvements in industry infrastructure and supply chain patterns have provided the basis for more dapp eruptions next year. The Chinese district head, Yaoqi Jia, said that Layer2 and the capital side did not agree on a future theme, because when different apps, whether NFT, games or other new forms of Web3, were able to provide a better enforcement environment for these applications.
How to See the Trade-offs among Different Cross-chain Bridge Solutions?
如何看待不同跨链桥解决方案的权衡取舍
https://www.youtube.com/watch?v=Iz5WiRlG7qM
IOSG的投资总监Gokhan围绕不同的跨链桥的解决方案展开了一系列问题,Celer Network的CEO Mo Dong, Connext 的创始人Arjun Bhuptain, Movr Network的创始人Vaibhav Chellani,Hop Protocol的创始人Chris Winfrey,deBridge的CEO兼联合创始人Alex Smirnov,Li.Finance的创始人兼CEO Phillip Zentner 展开了精彩的辩论。针对目前跨链最亟待解决的问题,Chris认为随着L2的快速发展,流动性无疑是最需要解决的,其他的类如智能合约跨链以及NFT跨链也是未来发展方向之一。Alex 认为跨链最终解决的是任意信息、任意合约的、任意数据的转移,在这之后新的dApp才会落地。Phillip 认为目前的最大的问题,一是桥不够去中心化,二是缺少统一的标准,如默认的抵押品以及一致的API。Mo Dong补充还需关注跨链系统中的加密经济学和激励机制,以及流动性管理,数据传输与处理,跨链调取智能合约。Arjun与 Vaibhav就未来产品的用户友好度达成了共识,认为很快就会进入所有应用都默认跨链的世界,这将催生新的跨链服务和产品,让用户无需了解区块链底层原理也能便捷使用应用程序来满足他们的需求。
IOSG's co-founder, Gokhan, began a series of problems around different solutions to the cross-linkage bridge, with CEO Mo Dong of Celer Network, Connext’s founder Arjun Bhuptain, Movr Network’s founder, Vaibhav Chellani, Hope Protocol’s founder, Chris Winfrey, de Bridge’s co-founder, Alex Smirnov, Li. Finance’s founder and CEO Phillip Zentner & nbsp; followed by an excellent debate on the most pressing problems currently in the cross-link, Chris thought that, with L2’s rapid development, mobility was most needed, and that all other types, such as the smart contract-crossing chain and NFT’s cross-line, were one of the future development directions.
Scaling DeFi: Could Scalability Solutions Trigger Another Wave of DeFi Innovations
DeFi扩容:扩容方案是否能引领下一波DeFi创新浪潮?
https://www.youtube.com/watch?v=PYD0HSPdK9g
Ethereum Central的创始人兼CEO Deniz Omer就DeFi扩容以及扩容方案对下一轮DeFi创新的影响主持了圆桌讨论。谈及区块链在安全性、去中心化和扩容之间的三重困境,MakerDAO的创始人Rune Christensen抱持辩证的态度,认为将去中心化的扩容方案Rollup和受监管的CEX结合,已能很好解决”不可能三角“。Synthetix的创始人Kain Warwick指出终端用户实际上并不关心去中心化,只希望平台安全透明,且具备在DeFi中的一切性能。Liquity的创始人兼CEO Robert Lauko也持有相同的看法,指出去中心化和安全性并不在同一层面上,并介绍了纵向扩展和横向扩展,及两种方案在去中心化和原子化组合式交易方面的区别。
Etheum Center's founder and CEO Deniz Omer moderated a round-table discussion on the implications for the next round of DeFi innovation of DeFi's expansion and the extension programme. With regard to the triple dilemma between security, decentralization and expansion of the block chain, the founder of MakerDAO, Rune Christensen, argued that the combination of Rollup and the regulated CEX for decentralisation would be a good solution." The founder of Synthetix pointed out that terminal users did not really care about centralization, but only wanted the platform to be transparent and had all the features in DeFi. The founder of Liquity and CEO Robert Lauko shared the same view, noting that decentralization and safety were not at the same level and described vertical and horizontal expansion, as well as the differences between the two schemes for centralization and atomic trading
DeFi项目都需要流动性来开展服务。Deniz向嘉宾进一步提问:扩容方案正在不断涌现,伴随着可用性分裂,DeFi产品是否会有流动性分散的风险,以及未来L2的市场会是一家独大还是百花齐放。Perpetual Protocol联合创始人Yenwen Feng认为,L2将是赢家通吃的市场,协议之间的可组合性需求,将进一步推动协议使用同一个L2解决方案,使L2生态形成网络效应。因此,第一个获得网络效应的L2将占据绝大部分市场。Rune认为整合流动性很容易,只需要正确的激励措施和机制,并提出未来可能的两种市场结构:一是出现不同的Rollups以适应不同类型的交易及对应的dApp,从低成本搭配低组合性到高成本搭配高组合性;二是某个L2成为终极Rollup解决方案,改变整个行业的格局。
DeFi needs mobility to deliver services. Deniz further asked the guest that the expansion programme was emerging, with fragmentation of availability, whether there would be a risk of dissipation of the DeFi product, and whether the future L2 market would be unique in terms of liquidity, and whether the future L2 market would be a one-size-fits-all.
New dApp Design Spaces Opened Up by Layer-2's: What's Possible
由Layer2打开的新dApp设计空间:有哪些可能性
https://www.youtube.com/watch?v=RvFf40lFS5M
ChainBreaker Podcast的Co-host, Zhixiong Pan邀请嘉宾围绕建立在Layer2上面新应用及其用户体验,展开精彩讨论。Chainlink的中国负责人, Philip Fei表示,产品体验中使用L2最大的问题是资产跨链的问题,被锁仓期、流动性、资产转移时间等因素制约,不过好消息是有一些交易所已经可以支持Layer2的资产转移了。Solv Protocol的联合创始人Ryan Chow指出Layer2有狭义和广义的定义,但是不论如何定义,它的特点都是手续费较低、速度较快。其中,有几个有趣的现象是,Arbitrum的gas fee比Polygon稍微高一点,其次是xDai的手续费惊人的低。Loopring的CTO Steve Guo认为,随着ZK Rollup的完善,衍生出来的ZK Rollup DAO也有一定发展潜力,如能够解决资产退出等问题。
ChainBreaker Podcast's Co-host, Zhixiong Pan invited guests to discuss the new application based on Layer2 and its user experience. How Big is the Future Space of NFTs & Games-focused Blockchain NFT和游戏区块链的未来空间有多大 https://www.youtube.com/watch?v=ETSPC4JKPWs Aavegotchi的联合创始人Jesse Johnson带动本场圆桌的嘉宾:Dapper Labs的CTO Dieter Shirley, Immutable X的联合创始人Robbie Ferguson, Axie Infinity的联合创始人Jiho, XDai的产品营销官Andrew Gross, 以及Palm的战略运营负责人Daren Frankel围绕NFT,GameFi的现状以及未来发展展开了讨论。Andrew表示除了一些大公司外,一些政府机构也开始使用区块链技术;Dieter则认为NFT现在的创意没有达到他的预期,预测2022年会有更多的创新。Frankel认为NFT改变了很多人的生活,一些在幕后的艺术家有机会在更多人面前展示他们的作品,同时也让更多的人了解到数字艺术的魅力。Robbie和Jiho认为明年除了Axie之外,会有更多的游戏团队涌现,成为行业独角兽。 Aavegotchi's co-founder, Jesse Johnson, led the round table. Andrew says that, in addition to a number of large companies, some government agencies are beginning to use block chain technology; Dieter believes that NFT's current creativity is not what he expected and anticipates more innovation in 2022. Frankel thinks that NFT has changed a lot of lives, that some artists after the scene have had the opportunity to present their work to more people, and that more people are aware of the charms of digital art. New Layer, Same old problem: MEV prevention on Layer 2’s 在新的基础协议来临之后,如何解决Layer2上的MEV的老问题 https://www.youtube.com/watch?v=3RpBWcCizg4 Mangata的CEO Peter Kris邀请Flashbots的创始人 Stephane Gosselin, Automata的联合创始人 Deli Gong, Matcha的Co-CEO Amir Bandeali, 以及 CowSwap的技术负责人Felix Leupold围绕“很多人认为套利行为是剥削性”的观点展开讨论。Stephane认为所有的套利都是剥削性的,在DeFi中确实对用户不友好。Amir持有的观点是,套利的本质是不坏,但是比如三明治攻击这种操纵市场的手段则是纯粹的压榨用户,甚至是一种对用户的欺骗。Felix认为在L1和L2中存在的MEV并没有本质的区别,他观察到的一个现象是POS的验证者相比POW的验证者更倾向于使用/了解MEV。 Ceo Peter Kris of Mangata invited the founder of Fleshbots, Stephane Gosselin, co-founder of Automata & nbsp; Deli Gong, Co-Ceo Amir Bandeali of Matcha, and Felix Leupold, the technical director of CowSwap, to discuss the idea that "many people consider arbitrage to be exploitative". Stephane Kris of Mangata considers all the arbitrage to be exploitative and indeed unfriendly to users in DeFi. Amir holds the view that the arbitrage is not bad in nature, but the means used to manipulate the market, such as a sandwich attack, is pure pressurization and even deception to users. Felix believes that there is no fundamental difference between the MEV that exists in L1 and L2, and one of the phenomena he observed is that the POS's certifications are more likely to use/know MEV than Pow's. How Investors Involve in Scaling Opportunity 投资人如何参与扩容机会 https://www.youtube.com/watch?v=LBJpecA32FQ&list=PLgv2TqcY9hyKREikfUHL9DnhqNSonyxwm&index=13 在ChainNews主编 Feng Liu主持的扩容为主题的投资圆桌讨论上,IOSG Ventures的创始合伙人Jocy Lin认为,整个Layer2的发展方向是低手续费与高TPS,模块区块链概念的提出,进一步印证了L2是整个区块链网络不可或缺的基石。除此之外,侧链、跨链流动性聚合器,以及未来在L2生态中产生的大量原生的衍生应用也都是值得关注的方向。HashKey Capital的Managing Director Deng Chao认为,Layer2和其他的区块链概念一样,技术的出现可以追溯至三四年前,但是过程中一定需要开发者和社区的不断参与才能使得其进入下一个发展阶段。Primitive Ventures的创始人Dovey Wan表示自己更多从开发者友好的角度看L2的投资,并提出未来和Rollup平行的一个方向是应用链(模块化链),任何一个Web3的头部应用,都会出于成本和收益的考量,以某种方式做自己的链。Sky9 Capital的合伙人Vincent Niu持有类似的观点,他认为Layer2 以及侧链的爆发与基础技术的不断创新,和实际的应用落地密不可分。SNZ的投资合伙人Frank Li总结到,拥有生态才可以脱颖而出,和TPS关系不大,Layer2谁最后能胜出更多取决于是否能建立自己的繁荣生态。 Metaverse Carnival 2021年被称作元宇宙的元年,围绕元宇宙的创新也出现了令人惊叹的爆炸式增长。第二天活动IOSG Ventures 的创始合伙人 Jocy Lin和M7e(元宇宙特攻队)的创始人Jean Chen共同致开幕词。 https://www.youtube.com/watch?v=2i7tA-vy-Bw Jocy指出新兴事物的生长演化需要思潮的融汇碰撞,老友记作为行业布道会,希望让先行者的力量影响更多的人;Jean表示,类比传统的经济发展历史,正是产权保护等系列制度创新促进了一系列发明和应用,开创了新时代;同样,未来数字世界的建立,更重要的是其背后独立的身份、数据和资产制度,如今区块链、NFT提供了技术基础,在此之上元宇宙才真正拥有了永续繁荣的基础。 Jocy notes that the growth of new and emerging things requires a confluence of ideas, and that old friends, as industry sermons, want the power of the pioneers to affect more people; Jean states that the classic history of economic development, which is precisely the kind of institutional innovation such as the protection of property rights, has promoted a series of inventions and applications that have ushered in a new era; similarly, the creation of a future digital world, and, more importantly, of independent identity, data and asset systems behind it, now that the grids, NFTs, provide the technological basis on which the metacosystems truly have the basis for lasting prosperity. 基于这一信念,Metaverse Carnival峰会邀请了行业先锋,从NFT、Web3身份、DAO、社交、游戏、虚拟世界、加密艺术等方面,带来精彩的主旨演讲及圆桌讨论,为观众呈现建设元宇宙中千人千面的切入视角和精彩洞察。 Based on this conviction, the Metaverse Carnival Summit invited industry pioneers to deliver excellent keynote speeches and round-table discussions from NFT, Web3 identities, DAO, socialization, games, virtual world, encryption arts, etc., to present the audience with an incisive view and insight into building thousands of people in the meta-cosm. | 主题演讲 | Social Tokens: User-generated Capital for a Web3-first World 社交代币:面向Web3第一世界的用户生成资产 https://www.youtube.com/watch?v=-g4isl1hXns Roll 的Co-founder & CTO Sid Kalla表明加密技术让用户生成内容转变为用户生成资产,Roll帮助用户围绕社区创造资本。如今Roll已经发行了大约 400 种不同的社交代币,其中大约 10%拥有活跃的交易市场,其总市值约为 2.5 至 3 亿美元。通过社交代币,社区可以轻松地在不同的平台之间真正流动,而不会受到底层平台束缚。Sid认为其作为重要的新资产类别,将在未来十年重新定义社交网络。 Co-founder & CTO Sid Kalla shows that encryption technology transforms user-generated content into user-generated assets, and Roll helps the user create capital around the community. Now Roll has issued about 400 different social tokens, of which about 10% have an active trading market with a total market value of about 2.5 to 300 million dollars. Through social tokens, communities can easily move between different platforms without being tied to the bottom platform. Sid believes that as an important new asset class, social networks will be redefined over the next decade. Kanaria Metaverse: Home to the Most Advanced NFTs in the World Kanaria Metaverse:拥有世界上最先进的NFTs https://www.youtube.com/watch?v=fSO35oPrFSY RMRK 的创始人,Bruno Skvorc介绍了Polkadot生态上的新NFT体系RMRK,并称其为NFT乐高,Bruno介绍了RMRK的强大的技术工作原理,包括不同NFT之间的包含关系、NFT的链上表情互动、条件渲染(根据链上和链下的命令条件)、定向改变NFT的状态以及持有者的集体命令功能。RMRK重新定义了NFT,从过去的单纯图像到功能丰富的资源聚合器,团队正在基于RMRK生态系统,将这些新NFT要素投入生产,制作有史以来最好的元宇宙游戏。 Founder Bruno Skvorc introduced the new NFT system RMRK on Polkadot's ecology and called it NFT Lego, and Bruno presented the powerful technical working principles of RMRK, including the inclusion of relationships between different NFTs, NFT's chain expression interaction, conditions re-alignment (based on chain and chain command conditions), directional changes in NFT's state, and collective command functions of the holder. RMRK redefined NFT, from simple images in the past to a functional resource polymer, and the team is putting these new NFT elements into production based on the RMRK ecosystem, making the best meta-cosm games ever . Bringing Axie to Everyone 把Axie带给每个人 https://www.youtube.com/watch?v=eYxGkOxi9r4 Axie Infinity 的首席营销官Quinn Campbell指出Web3游戏中经济分配方式创新的巨大潜力,并介绍了Axie的发展现状:日活跃用户已接近300万,将推出一系列生态扩张战略:包括与名人、政府、社区合作;推出Axie旗下第一款免费游戏,加速数亿人零成本加入和转化;版图进一步拓张到全球其他区域:印度和非洲。最后Quinn认为,Axie的意义超越了它自身,在钱包等基础设施的支持下,“玩赚”和NFT游戏革命是一座桥梁,不断吸引人们开始进入加密世界,引领着我们这一代最大的经济范式转变。 . How SubDAOs Are Delivering Web3 to the World’s Hardest to Reach Communities? SubDAOs怎样把Web3传递给世界上最难触达的社区? https://www.youtube.com/watch?v=2i7tA-vy-Bw YGG SEA(YGG旗下首个SubDAO)的联合创始人Dan Wang解释了Play-to-earn机制,在区块链游戏中,用户(对游戏资产、时间、技能等)具有绝对的数字权利。此外,Dan提到工会如何对链游进行各维度的价值衡量,如何深入东南亚市场,以及为何SubDAO对Web3的发展推动至关重要。此外Dan还向观众解释了获取NFT的Scholarship体系,以及在元宇宙中,DAO在资产管理中的角色是至关重要的。 YGG SEA co-founder Dan Wang explained the Play-to-earn mechanism, with absolute digital rights (for games assets, time, skills, etc.) in block-link games. Dan also mentioned how trade unions measure the value of all dimensions of the chain, how to penetrate the South-East Asian market, and why Sub-Dao is vital to the advancement of Web3. Dan also explained to the audience that the Scholarship system for NFT acquisition and, in meta-cosm, the role of DAO in asset management is crucial. Building the Social Graph Protocol for Web3 为Web3世界建立社交图谱协议 https://www.youtube.com/watch?v=2i7tA-vy-Bw CyberConnect 的CEO Wilson Wei首先介绍了创业成功经历,然后谈及Web2中社交关系是虚拟身份基础,以及目前Web2的社交图谱所面临的种种问题,包括中心化控制、数据垄断性、迁移成本高等。由此引入去中心化社交图谱是如何解决以上困难:Web3范式和传统最大的区别,是个人数据与资产的所有权,即以用户资产为中心的体系。Wilson进一步从账户系统两个最基本的社交属性出发,介绍了CyberConnect的产品组合是如何为Web3中的开发者和用户赋能。 CEO Wilson Wei begins with an introduction to the success of entrepreneurship and then addresses social relations in Web2 as a virtual identity base, as well as the problems faced by the current Web2 social mapping, including centralization control, data monopolization, and high migration costs. The resulting introduction of decentralised social mapping addresses these difficulties: The biggest difference between the Web3 paradigm and tradition is the ownership of personal data and assets, i.e., the user-based asset-centred system. Wilson goes further from two of the most basic social attributes of the accounts system, describing how the CyberConnet product mix is empowering developers and users in Web3 . | 圆 桌 | strong" round table & nbsp; GameFi:Bringing the Next 10M Crypto Users? GameFi:带来下一个1000万加密用户? https://www.youtube.com/watch?v=ckPiqmsGag4 IOSG Ventures的Gaming Lead,Alex Liu围绕GameFi对传统游戏的颠覆性、市场泡沫和长期价值的平衡,去中心化激励和公会建设等提出一系列议题,引发了嘉宾的热烈讨论。Gala Games的区块链负责人Jason Brink认为,GameFi对传统游戏的颠覆性来源于玩家真正拥有游戏中的资产,不再被中心化企业控制;并呼吁从业者注重游戏的可玩性,建立长期价值,纠正投机乱象。Illuvium的联合创始人Kieran Warwick指出目前市场上有许多“空壳游戏”,都会经历泡沫增长—大幅回调的周期;好的游戏往往需要很长时间孕育,但也需要在不可避免的市场投机、游戏可玩性和游戏收益之间寻求平衡,以此保证项目的长期发展;此外,Kieran认为全部收益回馈给开发者和玩家的激励机制拥有真正的一致性:系统收益被公平分配给将系统价值放在首位的人。Big Time Studios的增长总监Ryan Yang表示正在为代币本身设计一个100%的社区驱动的方法,并介绍了三种不同的游戏方式以及公会在其中分别扮演的角色。Yield Guild Games的联合创始人Gabby Dizon指出让用户为游戏生态网络提供价值来赚取代币,而非直接购买代币,是未来几年的关注点;谈及对公会的看法,Gabby认为公会扮演着游戏生态中重要的战略角色,在共建玩家社区和新手教育方面不可或缺,并希望通过区块链游戏和公会将下一批10亿用户带入web3。 What Can Crypto Arts Contribute to Metaverse? 加密艺术对元宇宙有何贡献? strong's contribution to meta-cosm? https://www.youtube.com/watch?v=2i7tA-vy-Bw 本场圆桌的主持人是IOSG Ventures 的VP Judy Yang,针对她提出的关于加密艺术与元宇宙的关系、加密艺术与NFT如何推动Web3走向主流等问题,加密艺术家REVA指出NFT是元宇宙物品最基础的概念。每个物品的视觉效果设计就是未来广泛意义下加密艺术创作者要做的事情。现在的“加密艺术家”的人也会进行分化,现阶段就是要多多创作。TR Lab的中国区负责人 Sylvia Wang认为,传统艺术世界的机构在元宇宙世界中也会出现,此外,因为元宇宙中表达的媒介更多,加密艺术的形式也会更丰富。BCA Network的创始人Bohan Sun认为让Web3“出圈”是加密艺术的核心目标,介绍了BCA Network的四大板块:虚拟空间、数字画廊、VR交易、加密艺术品交易所;并强调内容和IP资产等具有独特意识形态的商品,是元宇宙的核心资产,它们是引领冰冷的代码世界迈向更广大群体的关键要素。 The chair of this round table is VP Judy Yang of IOSG Ventures, and in response to her questions about the relationship between encryption art and the meta-cosmos, how encryption art and NFT promote the mainstreaming of Web3, the encryption artist REVA points out that NFT is the most basic concept of the meta-cosm object. The founder of BCA Network, Bohan Sun, believes that the cryptographic artist is the central goal of the encryption art, and that at this stage it is necessary to create more. How Community Build Metaverse with Legos? 社区如何用乐高构建元宇宙? https://www.youtube.com/watch?v=2i7tA-vy-Bw Odaily的创始人Mandy Wang进一步就元宇宙的定义,以及元宇宙中创作者经济的意义和特点引发了嘉宾深度讨论。MixMarvel (Loot Rangers)的联合创始人Mary Ma以游戏美工为例,指出通过NFT发行的模式,一方面避免了中间商对创作者的价值剥夺,另一方面改变了游戏开发的范式,加速和更高效地组合了生产力。Nash Metaverse的创始人兼CEO Kant对元宇宙有两个判断:一是目前的算力和硬件不足以支撑商用;二是区块链伟大叙事的社会影响力不容忽视。他指出目前以粉丝数量作为标准进行流量分发和奖励的模式,导致了内容的庸俗化和不健康的创作生命周期;而创作者经济本质上激励个性和知识的创造 ,有望塑造全新的生命周期。Kant总结到,游戏的使命是提供一个试验场,让成功的模式从这一开放的经济系统中,不断被快速试验、筛选和生长出来。ChainIDE 纯白矩阵的创始人兼CEO Xiao Wu认为只有区块链支持的元宇宙才是真正的元 Mary Ma, a co-founder of the MexMarvel (Loot Ranges), noted, for example, that the mode of distribution of games through NFT, on the one hand, avoids loss of value to creators by middlemen, and on the other hand changes the paradigm of game development, accelerating and more efficient combination of productivity. Mandy Wang, founder of Nash Metavers and CEO Kant, has two judgments about metacosystems: one is that the current computing power and hardware are not sufficient to sustain commercial activity; the other is that the social impact of the great narratives of the regional chains cannot be ignored. He noted that the current pattern of distribution and reward with the number of pinks as a standard flow, has led to a mediocre of content and unhealthy creative life cycles; and that the creator's economy, by its very nature, encourages the creation of character and knowledge, is likely to shape a whole new life cycle. Kant summed up that the mission of the game is to provide a trial field where the successful model is to be used to enable the rapid screening and growth of the genuinely open economic system. 宇宙。区块链让无数的元宇宙得以串联起来,从而比巨头做出的任何一个元宇宙都要强大,都要有共识。RhizomeDAO & Guild W的创始人, K Erica认为区块链对于元宇宙最重要的贡献是基于其技术特点的可组合性和无许可赋予用户的资产所有权,随着全链上模式的逐渐成熟,所有人能真正拥有元宇宙。 Cosmos. Block chains connect countless meta-cosms, so that they are stronger and more consensual than any meta-cosm created by a giant. The founder of RhizomeDAO & Guild W, K Erica, believes that the most important contribution of block chains to meta-cosm is the combinationability and unlicensed ownership of the assets of users based on their technological characteristics and that, as the whole chain mode matures, everyone can truly own the meta-cosm as it matures. How Identities are Core to Web3? 身份如何成为Web3的核心? how does the identity form the core of Web3? https://www.youtube.com/watch?v=QEF2abx71t0 Mint Songs的CEO,Dwight Torculas邀请圆桌嘉宾围绕Web3的基础设施和应用、NFT和身份展开系列讨论。Project Galaxy的联合创始人Harry Zhang指出,“身份”是任何能表明“你是谁”的信息,与信息相互隔离的Web2相比,Web3使得适用于所有应用程序的身份信息聚合层成为可能,这将大大改善应用程序的创新和升级效率。Harmony VP Leo Chen指出Web3身份尚处早期,Harmony通过搭建基础设施让身份更易用,以推动大规模普及。Dwight 指出,要让未来十亿人进入Web3,让他们开始在Web3建立身份非常重要,可以通过游戏和音乐应用建立流量入口。Ready Player Me的联合创始人,Kaspar Tiri指出项目通过把NFT承载的身份转换为角色,并让玩家跨应用程序使用角色,并对他们的身份和角色拥有真正的所有权。Pianity的联合创始人和CEO Kevin Primicerio认为,真实身份是一种展示你真正关心什么和专注什么的方式。 The co-founder of Project Galaxy, Harry Zhang, noted that “identity” was any information that could indicate “who you are” and that, in contrast to Web2 where information is isolated, Web3 made it possible for all applications to have an identity information aggregation layer that would greatly improve the innovation and efficiency of applications. Harmony VP Leo Chen, who pointed out that Web3 was an early stage and Harmony, by building infrastructure, had made it easier to promote mass diffusion. Dwight noted that it was important for the next billion people to enter Web3, to start creating identity in Web3, to start building identity in Web3 and to create a flow portal through games and music applications. Harry认为Apes更像是专属俱乐部,这一方法并不适用于让大众建立身份,正确的方式是提供一个拥有“激励共同建设”经济形态的基础设施,让大众加入,主动提供和使用身份信息,共建生态网络。Dwight总结到,身份可以有各种各样的表达方式,无论是Pianity中喜欢的音乐,Ready Player Me中游戏角色的穿戴,还是其他大量数据的聚合,未来这一切都会融为一体,Web3中的身份识别方式将反映出你在物理空间中实现身份认同的方式。 Harry thinks that Apes is more like a exclusive club, an approach that does not apply to creating identity for the general public. The right way to do this is to provide an infrastructure with an “incentive to build together” economic shape, to involve the general public, to offer and use identity information, and to build ecological networks together. Dwight concludes that identity can be expressed in a variety of ways, whether it is the music that Pianity likes, the wearing of games in Ready Player Me, or the convergence of other data, all of which will be integrated in the future, and the way in which identification in Web3 will reflect the way in which you achieve identity in physical space. World Building - the What, Who and How? 世界建设-什么,谁和如何? strong's building the world -- what, who and what? https://www.youtube.com/watch?v=2i7tA-vy-Bw M7e的创始人Jean Chen邀请嘉宾就今年虚拟世界在技术应用和市场中的表现、商业模式的创新,以及各自所从事的方向、进展和未来计划等展开分享。MetaEstate的联合创始人Jacky Jiang指出巨头的涌入推动了元宇宙的快速发展,并分享其在元宇宙里帮助业主做设计、场景搭建、活动运营和流媒体推广等商业模式。DCL 中文社区资深投资者Navigator分享了其成为第一个“分叉的元宇宙”的历史原因,以及第一场元宇宙土地革命的内在理念。Republic Realm的投资经理Runchen认为元宇宙正在改变人们对所有权的理解,这是最为核心的事情,并分享了自己的元宇宙投资逻辑:稀缺性条件的变化和新需求的逻辑能帮助投资人找到元宇宙商业中的变与不变,谁能拿到用户最多的时间,谁就能成功。Metaverse Labs的场景开发者Mogu指出元宇宙需要更多人的参与,以及更好的设备与技术的支持。创造数字资产和虚拟商品,为用户提供新的交互方式和更出色的感官体验,是下一年继续深耕的方向。 Designing Fun 2 Earn Games 设计 Fun 2 Earn 游戏 strong> Designs Fun 2 Earn Game https://www.youtube.com/watch?v=ONstAFAMeY4 OP Games的CEO Chase Freo邀请嘉宾围绕去中心化网游,从经济和娱乐性角度提出他们的见解。Aavegotchi 的联合创始人Jesse Johnson指出Aavegotchi 是在Polygon上运行的NFT,不仅是元数据,甚至他们的视觉效果也完全保存在链上,围绕这些NFT创建的元宇宙游戏Gotchiverse将在2022 年初推出公测版。Planetarium的CEO Kijun Seo期望开发由社区提供支持的完全去中心化的开源游戏,如100%开源的RPG链游Nine Chronicles,并强调在游戏生态中构造一个不仅让用户赚钱,也促进用户消费的动态场景,是未来几年的关注重点。MixMob的联合创始人Simon Vieira认为目前的游戏中更多增添了金融属性,这对玩家的金融和策略能力提出了更高的要求;此外他表示目前游戏种类较为单一,未来行业还有许多潜力。针对Web3 游戏目前面临的最大挑战,大家分享了对基础设施、资金和人才、法规和用户体验方面的看法,Jesse和Simon认为,对于游戏行业抱有真正热情的Web2.0开发者, 在理解Web3.0后会明白这就是未来,并坚定地成为浪潮中的一员。 The CEO Chase Freo of OP Games invited guests to present their views from an economic and recreational perspective around the decentralised net. Jesse Johnson, co-founder of Avegotchi, pointed out that the NFT operating on Polygon is not only metadata, but even their visual effects are completely preserved on the chain, and that the dynamic landscape surrounding the meta-cosm created by these NFTs will be the focus of attention in the coming years. 1000 Metaverse in 1000 Eyes 1000人眼中有1000个元宇宙 https://www.youtube.com/watch?v=2i7tA-vy-Bw 由My Crypto Profile的创始合伙人Kayla Wang主持的“1000 Metaverse in 1000 Eyes”圆桌,从宏观理念,如“数字自我”定义,Web3社交场景构建,到具体实践,如目标用户细分和传统巨头如何进场等议题,向观众展现了“元宇宙社交”的创新全景。Yuanyuzhou Ventures的创始合伙人Alen认为,社交场景的本质是让用户的时间不断从Web2转到Web3,并沉淀行为数据;其路径之一是激励,之二是提供消费场景:包括UGC内容,以及围绕内容的社交关系。Dataverse的首席创意官Josephine提出洞见:“数字自我”可以通过“怎么花自己的时间”来定义,数字资产的控制权,和数字自我的控制权是其在元宇宙中的立足点。CyberConnect的CEO Wilson Wei认为元宇宙社交的核心要素是个人资产所有权和智能合约,前者使经济蓬勃发生,后者保证了互信的交易环境。My Crypto Profile的联合创始人Kayla Wang和Alen共同表达了对传统巨头进场的看法:大公司是否能适应新的利益分配机制,快速调整原有组织构架以支持持续创新,其中的阻力实际上为Web3原生创业者创造了机会空间。Alen还指出,目前传统大牌进场一定需要和一个Crypto Native的IP合作,在这个意义上,旧世界和新世界并不存在竞争,Web3的使命就是不断往前走,去探索出新的模式、新的IP,新的激励方式。 Alen, a founding partner of My Crypto Profile, believes that the nature of the social scene is to keep the user's time moving from Web2 to Web3 and that one of its paths is to provide consumer scenes, including the UGC content, and social relationships around the content. Defining Successful DAOs and Community Building 定义成功的DAO和社区建设 https://www.youtube.com/watch?v=-asOHa3wzKA 针对“如何定义DAO的成功标准以及社区构建”这一话题,IOSG Ventures 投资经理 Ishanee提出了DAO的去中心化到什么程度比较合适、如何挖掘、发现和激励社区成员、DAO和上市公司有什么区别等问题,知名DAO领袖分享了他们的观点。JennyDAO的创始人Benjamin Rameau 认为DAO成功的标准是多方面的,包括代币价格表现,执行效率和去中心化程度;JennyDAO的成功在于创造了真正去中心化的框架,将所有权给予每一位代币持有者,并且与链下资产相比,链上的NFT能更容易采取去中心化治理的方式。Gitcoin的Revenue Lead,Connor O'Day指出Gitcoin正在从私有实体向DAO转变,认为用户参与度和社区内的创造,而非代币价格是衡量DAO成功的核心指标。当提及DAO与上市公司的区别,Connor认为两者的本质区别在于用户对公司资产所有权和规则制定权,他认为协作和激励机制是DAO的灵魂。Seed Club的发起人Jess Sloss表示DAO源自实用主义策略,其成功基于清晰的组织目标,更好地组织以让更多人加入DAO是当务之急,其中用户体验问题不应通过产品设计的妥协解决,而应通过社区教育解决。并指出了当下的挑战:尽管DAO的链上治理受到智能合约约束,但对于大多数DAO,其代币持有者并不拥有DAO资产的保管权或控制权。UTU.one 的CTO Stephan Zhang介绍了自己作为EOS社区核心仲裁人的经历,并表示DAO需要考虑可用性和成本效率,无需过度追求去中心化,不同类型的DAO所需要的去中心化程度不同。并指出目前DAO仅辐射了5%的人口,通过一种自然的方式吸引其他95%的人口加入参与DAO,才是关键。 for the topic “How to define DAO's success criteria and community construction”, IOSG Ventures Investment Manager Ishanee suggested the extent to which DAO's decentralisation is more appropriate, how to dig, discover and motivate community members, DAO and listed companies, their views shared by well-known DAO leaders. Benjamin Rameau, the founder of Jenny DAO, considered that DAO's success criteria were multifaceted, including the decoupling of tokens, the efficiency of implementation and decentralization of the decoupled centres; Jenny DAO's success in creating a framework for genuine decentralization of DAOs, giving ownership to each token holder, identifying NFTs in the chain as more central indicators of central governance than assets under the chain, considering the ownership of the company — Rene Lead, Connor O'Day, whose population needs to join DADAs, and noting that the DU's — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — Metaverse the Future - BUT NOT FOR WHAT YOU THINK? 元宇宙未来——但不是你想的那样 strong>the future of the meta-cosm -- not what you think https://www.youtube.com/watch?v=2i7tA-vy-Bw 针对IOSG Ventures的投资总监Ray围绕元宇宙主题投资的系列提问,SevenX Ventures的创始合伙人Eraser Li认为元宇宙可以看做是内容创造的一个细分领域。其次对于风险,他表示作为投资人需要去深刻理解投资背后的逻辑,对于创业者需要明确战略,比如与哪些创造者合作以建立元宇宙,这是项目差异化和得以生存的基础。 In response to a series of questions from IOSG Ventures' investment director Ray on the meta-cosm theme, Eraser Li, the founding partner of SevenX Ventures, argued that the meta-cosmos could be seen as a segmented area of content creation. Second, he said that, as an investor, the logic behind the investment needed to be understood in depth, and that there was a need for a clear strategy for entrepreneurs, such as working with creators to build meta-cosm, which was the basis for project differentiation and survival. Zonff Partners的创始合伙人Colin Wang认为元宇宙并不是一个全新的概念,而是一个长达20年的投资主题。他用一套横纵坐标去定位元宇宙中的创业项目,横坐标是物理世界的代码化程度,竖坐标是社会经济制度、政治文化等意识形态对于人类心智的占领程度。谈及创业者的风险,Colin认为创业者必须要考虑清楚所做的产品和团队性质在行业中的落脚点和差异性。Sky9 Capital的合伙人Vincent Niu则表示,区块链的基础设施带给元宇宙底层数据的去中心化控制、互通性和可组合性,正是元宇宙的根基。Outliers Fund的创始合伙人Poseidon Ho提出了四个层面的风险:包括流动性/人员风险、代码风险、法律风险、社会风险。Everest Ventures Group的创始合伙人Jerome wong认为风险点可能来源于用户的获取和留存,在赚取收益和可玩性(游戏中的真实消费)间寻求平衡,以及让传统游戏玩家以极低成本、极低门槛进入web3世界并成功转化,都是未来创业者需要发力的方向。
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