Variant合伙人：新的创新浪潮——“仅使用crypto”消费者加密应用

This article is part of my speech in Austin. I observed that there are roughly two paths in the future of consumer cryptocurrency. Cryptographic currency began in 1998. At that time, there was only one asset, Bitcoin, which was designed as a non-sovereign currency. Bitcoin was a kind of cryptographic product that regarded encryption as itself, which meant that cryptoassets were all the reasons why people wanted to use it. Cryptographic currency was very obvious in these products, which was all the reasons why people used it. The products that currency is regarded as the reason also include meme currency and other products that put cryptocurrency at the center of its value proposition. The target users of such products are usually early adopters of cryptocurrency, but cryptocurrency is not only money and assets, but also a technology. Therefore, in the past few years, we have begun to see that builders regard cryptocurrency as a technical tool to help them accomplish something. Cryptographic currency is invisible and users simply don't know the existence of blockchain. In this part, the products are aimed at ordinary mainstream users. They just want a product to solve this problem better. Both of these products are growing, and I think they will achieve great success. But besides, what we are seeing now is a new wave of innovation, which I call products that only use cryptocurrency and use the building blocks provided by cryptocurrency to create a new experience. Encryption in this category unlocks a brand-new design space and creates something that was impossible in the past. Now, the fascinating experience can only be built with cryptocurrency, and the product part has the unique function rooted in cryptocurrency. The composability of assets and identities in the global payment channel chain creates new markets and new assets. Let's look at some examples. Last month, I participated in a survivor-style online game program, which lasted for two weeks. Some dimensions of the game can only be realized through encryption. First of all, it was built with cryptopayment channels to enable it. The founder said that he could not imagine developing this game in any other financial system. In the future, you can imagine that the game will introduce various novel mechanisms using encryption technology, such as embedded forecasting market, so that viewers can bet on what will happen next, thus increasing another level of participation in the game. Another example is a new network that cannot exist without using cryptocurrency. I realized that there should be some markets and network types in the world, which means that they will benefit the end users, but in fact these markets and networks do not exist because of the huge cold start problems, such as new dating applications, ultra-localized social networks and markets for various services. Many founders have tried to build networks, but they have encountered great difficulties in starting or expanding. You can use tokens as a new guiding tool to build them. What excites me about building these networks is that you don't use tokens to re-create existing networks, but to build brand-new networks that don't exist at present. Another example that can only be achieved through encryption is new composable applications and distribution channels, which are connected to users' wallets to achieve richer operations. Last month, a framework of mini-applications that can be distributed inside was launched, which is a decentralized social network. In other words, these applications have been spent by users. Time-consuming and wallet-connected places meet the needs of users. We have seen developers use this new framework to create experiences, from ordering Girl Scout cookies to casting from social media sources. As an extension of composability, you can create a headless market that uses liquidity on the global chain, but the end-user experience can meet the needs of users to connect wallets anywhere. The end result is to reduce transaction friction and deepen the liquidity network effect. For example, we have seen the forecast market structure. Because users can bet on some results from their social information flow, please refer to my partner's article about headless market. These are some examples of products that can be built only with cryptocurrency. There are new examples every day. This is the application and network category that I am most interested in. I believe it will bring the next wave of users, just like the previous and developing technology companies can only use these new computing platforms. The Chinese application will use the advantages provided by encryption technology to provide differentiated experiences that cannot be found elsewhere. As a long-term consumer investor, I am very excited about this future. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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