区块链厂商的现在和未来——数字资产厂商

币圈资讯 阅读:35 2024-04-22 09:44:49 评论:0
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作者:陀螺财经

2023转瞬即逝,不同于加密领域沉寂一整年后在年末集中爆发,对于我国的区块链厂商而言,稳中求胜才是关键词,在平稳发展的基调下,产业洗牌也悄无声息的到来。

从产业总体而言,在经过了接近3年的快速发展后,政策红利释放逐步走向末期,我国区块链产业基础设施逐渐夯实,以平台为主要切入点的企业竞争愈发激烈。随着政府对于区块链基础设施底层平台的投资渗透需求放缓,市场级应用开展项目部署高峰完成,市场集中度凸显,头部效应逐步显现,除了大型互联网厂商凭借雄厚的资源背书稳坐头部外,浙系、沪系等地方级龙头企业培育效果凸显,而中小企业生存环境受到挤压,正在面临市场与现金流带来的双重压力测试。

产业的未来走向何方?在不同的区块链厂商口中,也有着不同的答案。对此,陀螺财经书面采访多家企业,并联系到国家级区块链基础设施“星火链网”,观察当前不同类型企业对于产业发展的看法。

本篇是数字资产厂商,采访对象为灵境数字科技联合创始人易晓春。

陀螺:请用2到3个关键词来描述今年的区块链产业。

灵境数科联合创始人易晓春:我们认为今年的区块链产业的关键词可以概括为区块链基础设施、互联网3.0、数实融合。

陀螺:从我国来看,区块链经历过两大热潮阶段,一是2018年的虚拟货币潮,一是2020年的政策利好潮,从市场来看,当前的市场与这两大阶段有什么主要区别?

灵境数科联合创始人易晓春:在2018年的虚拟货币潮中,区块链市场主要被虚拟货币所主导,投资者试图通过投资虚拟货币实现财富增长。而到了2020年,随着政策的不断利好,鼓励区块链技术的发展和应用,推动区块链走向产业化和应用化。在政策的鼓励下,众多科技企业纷纷涌入这个领域,通过区块链技术来改变传统产业,提高业务效率和安全性。

从市场来看,当前的市场与以上两大阶段的主要差别在于:一是,我国区块链技术的发展正在经历向区块链新型基础设施建设和应用阶段转变。二是,区块链技术与产业的融合更加紧密,依托区块链基础设施向产业和场景不断延伸,高效服务实体经济。比如在文旅领域,随着区块链、人工智能、AR/VR等创新技术的不断涌现,新技术的应用带来文旅体验进一步升级,为文旅产业的发展打开了新的想象空间。

陀螺:从厂商角度,目标客户和此前有所变化吗?主要应用领域客户需求是否有所减少?更看好未来哪些领域的应用?

灵境数科联合创始人易晓春从我们实际的业务发展来看,服务的目标客户和此前相比是得到了进一步补充。公司成立之初的目标客户主要面向知名潮流IP、艺术创作者、艺术机构以及艺术爱好者等。而随着区块链技术的深度应用和文化文旅产业的不断发展,我们在服务以上客户的同时,也在进一步拓展政府机构、景区、博物馆这类G端和B端主体的合作,拓展更多应用场景和文化IP,用数字科技助力我国优秀文化的传承和传播。目前公司已在数字文旅、数字艺术元宇宙、品牌营销、数字资产等领域拓展了丰富的应用场景,不断赋能实体经济的创新发展。在政务和金融领域涉猎较少。

随着数字经济的不断发展和技术的革新,对于未来领域的应用,我们认为除了新基建、工业互联网、金融科技、能源双碳、数据治理、产品溯源、司法存证等传统领域外,区块链在数字文旅、元宇宙、数字艺术、数字资产等这些新兴领域的应用需求会越来越大,区块链基础设施将会赋能大规模应用场景的构建,前景非常广阔。这也正是灵境数字科技当前在推进业务布局的重点领域。

陀螺:从宏观视野分析,如何看待目前产业的发展阶段?产业是否已经迎来了洗牌的拐点期?能否透露盈利情况?

灵境数科联合创始人易晓春:从宏观视野来看,目前区块链产业的发展已经进入了更为成熟和稳定的阶段。在经历了早期的热潮和泡沫之后,产业开始逐渐回归理性,注重实际应用和长期价值。同时,随着技术的不断进步和应用场景的不断拓展,区块链产业的发展前景仍然非常广阔。

在产业的发展阶段上,我们认为产业已经迎来了洗牌的拐点期。在过去的几年里,区块链产业经历了快速发展,但也存在着一些问题和挑战,例如技术成熟度不足、应用场景不明确、商业模式不清晰等。这些问题使得一些不具备核心技术和创新能力的企业逐渐被淘汰,而具备实力和优势的企业则开始逐渐崭露头角,将区块链技术与产业场景深度融合,为实体经济和数字经济的创新发展持续赋能。

陀螺:从技术来看,今年不论是加密还是产业侧,在关键技术创新层面似乎都相对滞缓,海外今年更侧重于ZK系、账户抽象,在公链方向进展平平,从国内角度,今年区块链技术有哪些关键创新点?厂商又更为关注哪些技术?

灵境数科联合创始人易晓春:从国内角度来看,更深层次的应用是国内区块链行业不断突破的方向,在区块链技术方面也出现围绕应用需求结合其他技术的“技术融合”新趋势。聚焦到文化数字资产和数字文旅领域来看,我们认为今年区块链技术关键创新点在于以下几个方面:

第一个方面是基础设施的持续完善,通过权威、可信、开放的底层和工具打造一个真正的国内Web3.0生态。

第二个方面是新兴技术的融合创新。比如VR、AR、SBT、PBT、AIGC、元宇宙等技术为文化数字资产和文旅产业带来很多新的能力,拓展更多的应用场景。

第三个方面是实体产业赋能。文化数字资产怎样去赋能产业应用,与文旅、艺术、商业、品牌营销等领域深度结合,真实达到推进数字经济发展的目标和效果。

整体来说,灵境数字科技比较关注区块链基础设施层面的技术创新,以及元宇宙、AI等这类新兴技术。我们致力于通过各种新技术为产业服务,提升产业效率,更好地助力实体经济和数字经济的发展。

陀螺:从产品端来看,软硬一体机似乎已经逐步成为区块链解决方案厂商的标配,而围绕生态竞争的配套芯片与存储相关产品也在逐步涌现,如何看待这种产品的转变?在当下数据产品的推动下,未来产品端的创新会沿着什么方向发展?

灵境数科联合创始人易晓春:为满足企业级应用对性能、安全及易部署的需求,一体化产品通过定制芯片、专用服务器等优化节点效率,简化运维并提升数据安全性,有力支撑大规模商用场景。而围绕生态竞争的配套芯片与存储产品创新,如安全芯片保护密钥、分布式存储强化信息透明和韧性,进一步推动了行业的纵深发展和信任机制建设。这种转变标志着区块链技术在解决实际问题中日趋成熟,并将持续助力数字经济与实体产业深度融合。

未来,区块链产品端创新将着重于数据安全与隐私保护技术升级,通过分片、多链等解决可扩展性问题,并推进软硬件一体化设计。同时加强数据确权和授权管理,打造开放API以适应产业融合需求,实现“区块链+”生态构建。在确保合规性方面,产品将嵌入监管兼容模块,全方位提升数据安全性、性能表现以及跨行业的应用适配能力。

陀螺:在一定程度上,区块链是追逐热点的行业,此前的数字藏品已然归于平静,元宇宙与Web3也趋于冷静,后续香港出海、AI涌现再立潮头。如何看待产业追逐热点的行为?能否从自身角度谈论区块链产业未来发展的可能趋势?

灵境数科联合创始人易晓春:区块链产业热衷追逐热点,如数字藏品、元宇宙和Web3的起伏反映市场对新兴机遇的敏锐捕捉与后期理性回归,有助于推动行业快速发展和技术革新。但过于追求短期热点可能导致资源错配和泡沫化风险,若缺乏核心技术支撑和可持续商业模式,热点消退时容易出现市场断崖式下跌,不利于行业的稳健成长。

我们认为,区块链产业未来将深度融入实体经济,与AI、物联网等技术深度融合,催生新的商业模式和应用场景。在数字文旅领域,数字技术在文旅行业营销、体验及服务等领域的创新中将会被更多运用。区块链、元宇宙、数字身份、数字资产等创新型底层技术将会为文旅数字化场景提供创新营销、数字重构和沉浸体验等多个层次的价值赋能,为文旅体验升级带来强有力的支撑。


The author's gyro finance is fleeting, which is different from the encryption field. After a whole year of silence, it broke out at the end of the year. For China's blockchain manufacturers, winning steadily is the key word. Under the tone of steady development, the industrial reshuffle has also come quietly. From the industry as a whole, after nearly a year of rapid development, the policy dividend release has gradually come to the end. China's blockchain industrial infrastructure has gradually consolidated, and the competition among enterprises with platform as the main entry point has become increasingly fierce. The investment penetration demand of the layer platform slows down, the market-level application develops the project deployment peak, the market concentration highlights the head effect, and the head effect gradually appears. In addition to the large-scale Internet manufacturers relying on abundant resources to endorse their heads, the cultivation effect of local leading enterprises such as Zhejiang and Shanghai is prominent, while the living environment of small and medium-sized enterprises is being squeezed. It is facing the double pressure brought by the market and cash flow to test where the industry will go in the future. Different blockchain manufacturers also have different answers. Interview a number of enterprises and contact the state-level blockchain infrastructure Spark Chain Network to observe the current views of different types of enterprises on industrial development. This article is an interview with digital asset manufacturers for Yi Xiaochun Gyro, co-founder of Lingjing Digital Technology. Please use a keyword to describe Yi Xiaochun, co-founder of Lingjing Digital Branch of blockchain industry this year. We believe that the keywords of blockchain industry this year can be summarized as blockchain infrastructure, Internet digital integration gyro, and blockchain has experienced from China. One is the virtual currency tide in, and the other is the favorable policy tide in. What are the main differences between the current market and these two stages from the market point of view? Yi Xiaochun, co-founder of Lingjing Mathematics Department, was dominated by virtual currency in, and investors tried to achieve wealth growth by investing in virtual currency. In, with the continuous favorable policies, the development and application of blockchain technology were encouraged to promote the industrialization and application of blockchain. Science and technology enterprises have flocked to this field to change traditional industries and improve business efficiency and security through blockchain technology. From the market point of view, the main differences between the current market and the above two stages are that: first, the development of blockchain technology in China is undergoing a transformation to the construction and application stage of blockchain new infrastructure; second, the integration of blockchain technology and industry is closer, relying on blockchain infrastructure to extend to industries and scenes, and efficiently serving the real economy, for example, in the field of cultural tourism, with the blockchain. The continuous emergence of innovative technologies such as artificial intelligence and the application of new technologies have further upgraded the experience of cultural tourism, which has opened up a new imagination space for the development of cultural tourism industry. Has the gyro changed its target customers from the manufacturer's point of view and before? Is the demand for customers in the main application areas reduced? Yi Xiaochun, co-founder of Lingjing Digital Branch, is more optimistic about which areas to apply in the future? From our actual business development, the target customers of the service have been further supplemented compared with the target customers at the beginning of the company's establishment. Mainly for well-known trend artists, art institutions and art lovers, with the in-depth application of blockchain technology and the continuous development of cultural tourism industry, while serving the above customers, we are also further expanding the cooperation between end-to-end subjects such as government agencies, scenic spots and museums, expanding more application scenarios and cultures, and using digital technology to help inherit and spread China's excellent culture. At present, the company has expanded its wealth in the fields of digital tourism, digital art, meta-universe brand marketing, digital assets and so on. With the continuous development of digital economy and technological innovation, we believe that in addition to the traditional fields such as new infrastructure industry, Internet, financial technology, energy, dual-carbon data management products, traceability, judicial deposit and certification, the application demand of blockchain in these emerging fields such as digital travel, meta-universe, digital art and digital assets will be increasing, and the blockchain infrastructure will enable large-scale application scenarios. The construction prospect is very broad, which is also the key field in which Lingjing digital technology is currently promoting business layout. Gyro analyzes how to treat the current development stage of the industry from a macro perspective. Has the industry already ushered in the inflection point of shuffling? Can it reveal the profitability? Yi Xiaochun, co-founder of Lingjing Digital Branch, from a macro perspective, the development of blockchain industry has entered a more mature and stable stage. After experiencing the early boom and bubble, the industry began to gradually return to rationality and pay attention to practical application. And long-term value. At the same time, with the continuous progress of technology and the continuous expansion of application scenarios, the development prospect of blockchain industry is still very broad. In the development stage of the industry, we think that the industry has ushered in the inflection point of shuffling. In the past few years, the blockchain industry has experienced rapid development, but there are also some problems and challenges, such as insufficient technology maturity, unclear application scenarios and unclear business models, which make some enterprises that do not have core technologies and innovative capabilities gradually eliminated. Enterprises with strength and advantages are gradually emerging, and the blockchain technology and industrial scenes are deeply integrated into the innovation and development of the real economy and the digital economy, and the gyro continues to be empowered. From a technical point of view, both encryption and industrial side seem to be relatively slow in key technological innovation this year. Overseas, this year, it is more focused on the abstraction of the system account, and the progress in the direction of the public chain is flat. From a domestic perspective, what are the key innovations of blockchain technology this year, and what are the co-founders of the number of technical realms that manufacturers pay more attention to? From a domestic perspective, Yi Xiaochun's deeper application is the direction of continuous breakthrough in the domestic blockchain industry. In the blockchain technology, there is also a new trend of technology integration around application requirements and other technologies. Focusing on the fields of cultural digital assets and digital travel, we believe that the key innovation of blockchain technology this year lies in the following aspects: the first aspect is the continuous improvement of infrastructure, and the second aspect is to create a real domestic ecology through authoritative, credible and open bottom layers and tools. The integration and innovation of emerging technologies, such as metauniverse, have brought many new capabilities to cultural digital assets and cultural tourism industry, and expanded more application scenarios. The third aspect is how to empower cultural digital assets in physical industries, and how to deeply integrate industrial applications with cultural tourism, art, business brand marketing and other fields to achieve the goal and effect of promoting the development of digital economy. On the whole, Lingjing digital technology pays more attention to the technological innovation of blockchain infrastructure and metauniverse and other emerging technologies. We are committed to serving the industry through various new technologies, improving industrial efficiency and helping the development of real economy and digital economy better. 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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