Web3.0产业状况及相关概念股

资讯 2024-06-20 阅读:51 评论:0

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近期，Web3.0概念火爆出圈，逐渐走进大众视野。Alchemy报告显示，今年三季度Web3开发迎来史无前例的迅猛增长，去中心化应用(Dapp)12,495个，自2018年以来增12倍。

Recently, the Web3.0 concept bursted into public view. The Alchemy report shows that the Web3 development in the third quarter of this year has seen unprecedented rapid growth, with 12,495 decentralized applications, a 12-fold increase since 2018.

伴随着底层技术的发展突破以及用户需求的演化升级，互联网的范式也在发生着演进。

and with the breakthrough of bottom technology and the upgrading of user demand, the Internet paradigm is evolving.

为了解决原始web网络无法支持普通人进行信息交流和分享的难题，一个“可读”的Web1.0时代伴随着万维网的发明而到来，各类搜索引擎和门户网站将信息大量搬上网，普通用户也能轻松访问各类资源。

To address the challenge of the inability of the original web network to support the exchange and sharing of information among ordinary people, a “readable” Web 1.0 era has come with the invention of the World Wide Web, with a large number of search engines and portals moving information online and easy access to resources for ordinary users.

为了解决Web1.0下用户无法主动创建内容，不享有网络发言权的难题，一个“可读+可写”的Web2.0时代伴随着智能手机的普及、社交网络的兴起和云计算的发展而到来，所有用户都可以在社交媒体分享自己的所思所想并和他人交互，互联网世界的话语权从商业巨头转移到每一位终端用户手中。

To solve the problem of Web1.0 users not being able to create content on their own initiative and not having a voice on the Web, a “readable + writeable" Web 2.0 era has come with the spread of smartphones, the rise of social networks and the development of cloud computing. All users can share their thoughts in social media and interact with others, and the voice of the Internet world has shifted from a commercial giant to every terminal user.

而现在，在经历了Web1.0和Web2.0时代后，互联网正在进行一场Web3.0革命。

and now, after the Web1.0 and Web 2.0 eras, the Internet is undergoing a Web3.0 revolution.

以太坊联合创始人加文·伍德（Gavin Wood）最初提出了Web3.0的概念，并将其描述为“一组保障人们在低壁垒市场中为自己行动”的兼容协议，认为其是“可执行的大宪章——个人反对暴力权威的自由的基础”；而知名区块链研究机构Messari的研究员江下（Eshita）及区块链技术公司BitFury CEO布里安·布鲁克斯（Brian Brooks），则分别将其定义为“可读+可写+拥有的互联网”、“用户可以拥有产权的互联网”。

respectively.

目前，关于Web3.0的定义莫衷一是，但均指向同一关键词：用户拥有和控制。

For the time being, the definition of Web3.0 is evasive, but points to the same key word: user ownership and control.

Web3.0基于一套开放的协议簇，打破Web2.0平台垄断，解决平台价值分配问题。

而区块链作为底层价值分配系统，通过建立共识协议、开放源代码，保证价值分配的可靠执行。

and block chains as bottom value distribution systems guarantee the reliable implementation of value distribution through consensus-building agreements, open source codes.

区块链作为安全性和去中心化水平都较高的网络，通过共享账本储存数据、交换价值并记录交易活动，不受任何中心化实体控制，为Web3.0提供安全的执行层，让使用者可以在其中创建、发行并交易加密资产，并且开发可编程的智能合约。

Block Chain as a secure and decentralised network that stores data, exchanges values and records transactions through the sharing of ledgers, without any central entity control, provides a secure enforcement layer for Web3.0 where users can create, issue and trade encrypted assets and develop programable smart contracts.

自比特币问世以来，区块链技术与应用加速演进，如今已步入区块链3.0时代。

Step-chain technology and applications have accelerated since Bitcoin came into the 3.0 era of block chains.

比特币是区块链的起源，见证了整个去中心化概念的迭代，是区块链1.0时代的代表；以太坊引领区块链2.0时代，通过智能合约将承载的应用场景从加密货币延伸到加密资产，建立起繁荣的应用生态系统；新一代平台型区块链的涌现开启了区块链3.0时代，以技术落地为方向、以去中心化应用为核心，解决真实世界、数权世界之间资产权益映射和价值转移问题。

bitcoin is the origin of the block chain, which bears witness to the whole concept of decentralization and represents the 1.0-years of the block chain; in the 2.0-year era, Taiyo led the block chain, through smart contracts, to build a prosperous applied ecosystem from encrypted currency to encrypted assets; and the emergence of a new generation of platform-type block chains opened up the 3.0-years of the block chain, addressing real-world, multi-power world equity mapping and value transfer, with technology landing and decentralizing applications at its core.

Web3.0将在继承和改造Web2.0部分已有成功商业模式的同时，催生出全新的市场和相

关商业模式。

一方面，Web2.0缺失的金融服务功能，将以去中心化金融DeFi的形式兴起，通过组合不同形式基础合约产品加速金融创新，无门槛、无摩擦地为用户提供前所未有的金融服务。

另一方面，游戏、社交、内容创作与分发作为Web2.0时代最主要的应用范例，仍将在Web3.0世界承载起流量入口和体验场景的重要功能，但通过与NFT和代币激励机制相结合，将具备全新金融属性，从Game-Fi的Play-to-Earn，到创作者经济的Create-to-Earn，再到Social-Fi的Share-to-Earn，Web3.0的X-to-Earn模式将实现消费体验可变现。

On the other hand, games, socialization, content creation and distribution, as the most important applications of the Web 2.0 era, will continue to carry the important functions of flow portals and experience scenes in the Web3.0 world, but, in conjunction with NFT and currency incentives, will have new financial attributes, ranging from Play-to-Earn in Game-Fi to Create-to-Earn in the creator's economy, and then to Share-to-Earn in Social-Fi, X-to-Earn in Web3.0 will realize the consumption experience in .

DeFi（Decentralized Finance），即传统金融服务的去中心化版本，它通过部署在以太坊等开放区块链上的智能合约，替代银行、经纪公司等传统金融中必要的中间商，为用户提供分散式、点对点的金融服务。

DeFi, a decentralised version of traditional financial services, provides decentralized, point-to-point financial services to users by replacing the necessary intermediaries in traditional finance, such as banks, brokerage companies, through smart contracts deployed in open block chains such as Etheria.

通过使用透明、自动执行的代码取代封闭式中间商，并由分布式利益相关者社区管理产品运营，DeFi能够提供更平等的参与机会和更高的参与收益。

DeFi can provide more equal opportunities for participation and higher returns from participation by replacing closed intermediaries with transparent, self-executed codes and managing products by distributed stakeholder communities.

如果说Token承载了Web3.0世界的价值，那么DeFi就为Web3.0世界的价值注入了流动性，通过为各类代币及NFT资产的交易、流通创造条件，实现价值的高效率交换和转移。

If Token carries the value of the Web 3.0 world, DeFi injects liquidity into the value of the Web3.0 world and allows for efficient exchange and transfer of value by creating conditions for the transactions and circulation of various tokens and NFT assets.

去中心化内容创作平台：通过NFT为作品引入稀缺性和可追溯性。

decentralizing content creation platform: introducing scarcity and traceability through NFT.

NFT即Non-Fungible Token（非同质化代币），是基于区块链技术的一种资产数字化方式。

NFT, or Non-Fungible Token, is an asset digitization method based on block chain technology.

针对数字化资产易被侵权的痛点，NFT旨在从技术上保证数字商品的真实性、所有权和可转让性。Web3.0内容创作平台允许作者将作品代币化为NFT，创建有关作品所有权和来源的可验证链上记录，将作品转化为稀缺性数字藏品，通过平台拍卖获得收益。

The purpose of NFT is to technically guarantee the authenticity, ownership and transferability of digital goods for the pain of the vulnerability to abuse of digital assets. The Web3.0 content creation platform allows authors to monetize their work into NFTs, create records on the chain of authentication of ownership and origin of the work, convert the work into a scarce digital collection, and reap benefits through auctions on the platform.

GameFi（Game Finance）是运行在区块链上的去中心化游戏，可以理解为Game、DeFi和NFT的组合产物。

GameFi (Game Finance) is a decentralized game running on block chains that can be understood as a combination of Game, DeFi and NFT.

GameFi将DeFi的规则游戏化，通过区块链系统把游戏中的道具及衍生品NFT化，使玩家可以在去中心化的游戏中完全拥有这些资产的所有权，并可以合法地、受保护地自由交易，玩家既是参与者，也是拥有者。

GameFi games the DeFi rules, uses the block chain system to convert the props and derivatives of the game NFT so that players can have full ownership of these assets in decentralized games and can legally and protectedly freely trade in which players are both participants and owners.

现阶段主流GameFi项目包括以赚取经济收益为出发点推动玩家参与的P2E游戏（Play-to-Earn，边玩边赚）；将传统游戏、传统模型通过资产上链实现区块链改造的链改游戏；直接在区块链上进行开发的高可玩性3A大作；以及包含创造型NFT，如提供土地和地图编辑器等支持用户创建内容的游戏或IP。

去中心化社交SocialFi：使用区块链技术构建的Web3.0去中心化社交应用能够实现社交领域的价值最大化和用户权益保障。

RecentizationSocialFi: Web3.0s built using block chain technology can maximize value and user protection in the social field.

利用Person2Person网络可以构建一个新的社交信任体系，保证用户自由发言且不受平台影响；基于算法的代币奖励机制能确保用户通过发帖、互动、排名等方式获得相对公平的回报，激励用户创造高质量的内容并为平台生态治理做贡献；加密算法和隐私计算解决了用户信息被窃取、曝光、利用的问题，在更安全的网络环境下，用户还能使用一个DID身份登录多个应用，在互联互通的社交网络生态中享受更多元丰富的社交体验，并确保自己的账号系统及其相关联的所有数字资产、人际关系等不因平台规则的改变而被剥夺。

Person2Person network can build a new system of social trust to ensure that users speak freely and are not influenced by the platform; an algorithm-based token incentive ensures that users receive a relatively fair return through posting, interaction, ranking, etc., stimulating users to create high-quality content and contributing to the platform's ecological governance; encryption algorithms and privacy calculations resolve the problem of user information being stolen, exposed, used, and, in a safer web environment, users can access multiple applications using a DD identity, enjoy more meta-rich social experience in an interconnected social network ecology, and ensure that their account systems and all digital assets, interpersonal relationships, etc. that are not denied due to changes in platform rules.

从用户数的指标衡量，Web3.0可对标1990年代Web1.0的创新萌芽阶段。

Veb3.0 can be measured by the indicators of the number of users for the innovative start-up phase of the target Web1.0 in the 1990s.

在当前的技术水平和基础设施条件下，Web3.0还无法承载对用户和开发者友好的应用程序和服务，整体生态较为贫瘠，大部分现有服务均集中在融资、加密货币和NFT交易上，用户进场主要为投机交易或通过X-to-Earn模式赚取经济收益，除部分头部项目外用户数量较少且粘性较差。

Web3.0, under current technological and infrastructural conditions, cannot carry user-friendly applications and services. The overall ecology is poor. Most of the available services are concentrated on financing, encrypted currency and NFT transactions. Users come in mainly for speculative transactions or economic gain through the X-to-Earn model, with fewer users and less sticky than some head projects.

如果以用户数作为衡量互联网范式发展和应用程度的标尺，那么Web3.0目前的推进状态，应类似于1990年代Web1.0正在经历的创新萌芽阶段，可以说还处于一个非常早期的阶段。

if the number of users is used as a yardstick to measure the development and application of the Internet paradigm, then the current state of Web3.0 should be similar to the stage of innovation that Web1.0 was experiencing in the 1990s and could be said to be at a very early stage.

2020年DeFi应用的飞速发展实现了Web3.0从零到一的突破性发展，特别是Opeasea、Uniswap等应用的崛起，第一次为Web3.0导入了大批量活跃用户；同时，基础设施、数据和工具质量的大幅提高，吸引大量优秀创业者和优质资本涌入参与Web3.0建设，帮助行业真正开启尝试投机之外的实际商业应用。

The rapid development of DeFi applications in 2020 achieved a breakthrough in Web3.0 from zero to one, particularly the rise of the Opasea, Uniswap and others, which for the first time imported a large number of active users to Web3.0; at the same time, the quality of infrastructure, data and tools has improved dramatically, attracting a large number of good entrepreneurs and high-quality capital to participate in Web3.0 construction, helping the industry to truly open up practical commercial applications beyond attempting speculation.

自金融板块后，泛文娱、NFT消费品、科技以及商业服务类板块正在萌芽，尽管受技术研发、人才储备、资金投入、政策支持、标准建设等多方面因素的制约，当前Web3.0的发展速度仍不算理想，但我们也确实已经来到了从1到N的前夜。

Since the beginning of the financial block, the pancreas, NFT consumer goods, science and technology, and business service classes are emerging, although the current Web3.0 rate of development is not ideal, despite many factors such as technology R & D, talent reserves, investment, policy support, standards building.

未来随着Web3技术栈堆进一步成熟，第一批可行的Web3.0应用有望在2025年实现落地。

The first viable Web3.0 applications are expected to land in 2025 as the Web3 technological stacks further mature.

此后，当这些应用慢慢开始从消费者和企业身上获得经济价值，从而产生真实、可持续的现金流，将逐步推动Web3行业超越现有投机主导的生态，走上真正良性、健康的发展路径。

Since then, when these applications slowly begin to derive economic value from consumers and businesses, thereby generating real and sustainable cash flows, the Web3 sector will gradually move beyond the existing speculatively dominated ecology to a truly benign and healthy development path.

而随着区块链底层协议模块化可组合性的发挥，各类应用通过相互调用和嵌套实现快速创新，在网络效应的驱动下，行业将经历指数级增长，实现从一到N的跨越式发展，届时，不可预见的全新创举或将到来，海量用户将尽情徜徉在Web3.0世界，享受前所未有的服务体验。

and with the modularization of block chain bottom protocols, fast innovation is achieved through cross-referencing and embedding, with industries experiencing index-level growth and cross-cutting development from one to N, driven by network effects, when unforeseeable new initiatives or coming, users will enjoy unprecedented service experience in the Web3.0 world.