投身香港Web3一年:币圈土狗变身投行精英

币圈资讯 阅读:43 2024-04-22 11:13:35 评论:0
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比特币买卖交易网记者 Jessy

变化藏在微末之处。

从事产品运营工作的Jack(化名),今年从一家传统币圈交易所跳槽到一家正在香港申牌的合规交易所。他发现,在一次方案撰写过程中,文档中的“in different markets”的“market(市场)”一词被要求修改为“jurisdiction(司法管辖区)”。

一个用词的变化,背后反应出的是传统的币圈交易所和香港合规交易所在面向大众时,所呈现出的不同形象:传统的币圈交易所,最重要的是面向用户,而一家香港的合规交易所最看中的则是"合规”、遵循监管。

与之类似,Jack发现,公司在内容宣传上再也没有用过“火箭”这个图案,员工之间在通讯软件上交流时,也不会使用类似的表情包。因为这种类似的图案被认为是在鼓励交易,有引导市场情绪的嫌疑。

从2022年11月香港发布《有关香港虚拟资产发展的政策宣言》至今已经过去了一年多。和Jack一样扎根香港Web3生态建设的这些从业者们,所面临的挑战不仅仅在于让自己适应如何在监管框架下做事,还有如何应对创业要求,如何适应香港本地的文化等等……

币圈和香港Web3不一样

Jack感受到目前这份工作和其它币圈工作对比,最大的差别是机构里每个人都要去适应“合规”。

在合规框架之下工作就像是带着镣铐在舞蹈。Jack在文案创作时“卡壳”严重,”我是不是又放了个火箭进去了?”,而此前,他的文案好点子经常被人称赞。

VDX交易所的首席营销官Greta总结目前自己从事的是一个“Web3+投行”的工作。在币圈摸打滚打多年的Greta,此前养成的币圈思维被打破。在传统币圈工作时,一个热点出来,行业内第一时间想到的会是如何通过这个热点挣到一百倍。作为从业者想的则是如何去用小钱去追逐该热点。

而现在,在一家正在申请合规牌照的交易所中工作时,她会第一时间想到这个热点背后的风险是什么,作为交易所又该如何去保障用户的资产安全。

此前在币圈传统交易所工作,Greta办活动,面向的是C端用户,那时考虑的是如何用一场活动最大程度实现用户转化。而现在,面向的更多是B端用户,对他们做传播,则需要更多展现业务的合规性,长线发展的战略思维等等。

现在,Jack会把自己定义成一个金融人,他觉得日常工作流程和传统的金融机构没有太大区别,日常和监管部门打交道,合作伙伴多是传统的基金、银行等。他需要在工作之余,恶补传统金融相关的金融和法律知识,甚至已经在准备牌照考试。

生活中,也有许多需要适应的地方。香港这座城市给Jack的感觉还是相对压抑,走在马路上他时常觉得心情萧索,他会想起母亲在他儿时去往香港时给向他描述的见闻“香港的高楼好多,抬头看楼帽子都掉了”,Jack觉得自己可以在上海的街头大笑,在北京的街头大笑,却不好意思在香港的街头大笑。

香港房价高,生存压力大。NFTCHINA.HK的创始人Tony观察发现内地人和香港人对外呈现出来的状态的差别还是很大的。香港人会很努力,这种努力不仅仅是在工作中,也在生活的方方面面,因为本地人明白“手停口停”。

还需要适应的是本地的文化和语言,在香港待了近一年的Greta觉得自己只算50%融入了香港本地社会,没有融入的50%部分在于没有时间去学习香港本地文化。例如,过往,在大陆工作,商业函电会在结尾附上一句“顺祝商祺”这样的常用语,而在繁体中文的世界中,却不会如此表达。所以,每次和香港本地客户沟通用的书面信函,都需要香港本地同事修改一遍。

而且香港的商务沟通用语,还是以粤语居多,Greta时常会和负责商务的同事一起见香港本地的客户,目前她基本上能够听懂商务场合的一般用语,只是自己说还有些费劲。

当一个行业从野蛮生长的状态走向有序和规范,行业内的人必然要去适应新的规则。戴上镣铐跳舞将是常态,Greta表示,VDX正处在申牌的敏感期,所以机构对外发声的一切内容都需要由合规部门的同事审核之后才能发布。

乘上风浪

Tony的公司通过了申请入驻了科学园, Tony去查了一下自己公司对面的那所公司的年报,该公司一个季度的收入是几百亿美金。而在园区内,还有许多上市公司和大陆的优秀企业,类似华为、中国移动、奇安信、宁德时代等等。这让Tony觉得荣幸,能和这么多优秀的企业一起办公。

这一年在香港创业,Tony最深的感受是自己和公司踩在了势头上。在和客户对接的过程中,Tony感觉现在是甲乙方对调了,Tony不再像从前一样需要在见合作伙伴时,向对方介绍自己做了哪些事,平台有多少用户。彼时这样的行为更多是一种自我推销,而在香港深耕了一年多之后, Tony认为现在找到他的合作方,双方之间是基于对NFTChina.hk能力的认可而去谈合作,这时资源就很快能对接到一块,去实现一个共同的目标。

目前的合作,Tony会和项目方们一起做研判,双方会白纸黑字写下对于合作要达成的目标,然后去衡量和匹配双方所拥有的资源。

这种合作方式在《宣言》发布之前,是罕见的,此前,Tony为了生计,也会去主动找一些需要他们的服务但是不懂Web3的甲方,而在合作的过程中,“教育”对方Web3相关知识的成本也较高。

Tony把这样的一个变化的原因总结为自己在行业有了多年的积累,然后抓住了香港这个机遇。Tony的公司,在来到香港后又推出了一个新的RWA项目,为非Web3的项目融资,用NFT的方式代表资方的权益,并且获得分红。用币圈的眼光去看,这并不算是行业内创新的玩法。但是Tony认为,用传统金融的眼光去看,这已经创新。

和Tony作为一个项目的创始人感受类似,Jack也觉得现在的工作就是一种创业的状态。他享受着项目从0到1的过程,也获得了足够多的成就感。在公司发展的不同阶段,他所承担的职责差别也较大,他参与过法律文档的撰写,跟进过整个交易所的产品逻辑到细化的KYC流程、选择合作的供应商等等,和技术人员共同细化产品细节,还参与过流量转化,KOL BD等工作。在这一过程中,Jack要快速学习新知识,成为复合型人才。

投身一个政策支持,快速上升,而且离钱近的行业,Jack觉得自己很难再回到传统互联网行业。Web3变化快,每天都在接触新事物,财富积累也快,虽然工作压力大但个人的成长也迅速。

加班是常态,每天八点开始工作,一直马不停蹄到晚上十点。和我约着电话采访是在工作日的晚八点,通话时,Jack告诉我,此时他正在啃他的晚餐:来自同事的饼干。

“这一年怎么能装的下这么多事?”回忆起自己的2023年,Jack感叹道。

在长期主义的政策下要学会放慢

而回顾香港这一年来监管的动向,则只是做了审批交易所牌照、对加密货币交易所进行监管,启动数码港元先导计划这两件大事。

明面上看明确的政策并不多,但已经表明了政府足够明确的立场。而在这股风浪之下钱和人真实地涌入到了香港。无论是办大会的数量,涌入的Web3人才的数量,以及在港成立的web3公司的数量都是往年之首。抓住这波风浪的人,也确实也尝到了甜头。

Tony不仅仅是公司开拓了新的业务,而且得到了一些政府层面的嘉奖。接受我采访,被问到这一年公司做了哪些事时,他首先向我细数项目所登上的官方网址,以及获得的一些政府层面的嘉奖。在他看来,这些嘉奖是他所做的事情受到政府肯定的象征。过去,他在大陆做数藏,只能把其作为一门生意。

随着在香港深耕一年,感受到了政策的稳定性,Tony觉得,自己能把Web3创业当做自己的事业了。虽然同样是每天工作十几个小时,但是Tony觉得之前自己是在用战术上的勤奋掩盖战略上的懒惰。而在香港做事,Tony在沙盘推演阶段,就能够推演出项目发展的每一步可能发生的事情,收益情况等等。

生活中,从北京迁居到香港的Tony已经能够在日常生活中熟练使用粤语,到了这一刻,他才觉得自己真正融入了香港社会。2016年,其通过了香港优才落户,来到香港工作,期间他也曾在深圳创业。明年,他在港时间满7年,将拿到香港的永居身份证。

在生活中被这座城市接纳,他在香港的生活才算是真正舒展。前几年,他和本地人说普通话,又或是被人察觉到其粤语蹩脚时,当地的服务人员都会客气地转换成普通话与其交流,也不会有过多的寒暄。而现在他再用粤语和当地人交流时,不会再有人觉得他粤语蹩脚,商家也不再仅仅把当做一个顾客,而是街坊,会和他唠唠家常。

Tony把孩子也接到了香港的学校就读。原本,Tony想等到孩子上初中再安排其到香港读书。但随着自己在香港站稳了脚跟,这个计划已然提前。

一切看起来都有着无限的希望,在预期之下,牛市也将到来。Tony的创业项目所处的NFT赛道还没有明确的监管,目前感受到的都是风吹来的红利,这种红利是政策叠加着牛市的双重利好。

但是身处合规交易所的Jack则有一些不一样的感受,他觉得监管在今年下半年开始,港府慢慢变得保守和谨慎。在他的认知中,香港的监管在前半年则是一个大胆尝试,非常支持的状态。

这或许是因为香港本地交易所JPEX涉及“金融诈骗”相关,也或许是因为香港借鉴了美国等地的一些监管经验。但对于一家商业机构来说,等待政策靴子落地的过程需要承担较高的运营成本,这个过程其实是难熬的。

比如,目前两家持牌交易所虽然已经开放了零售业务,但他们面向散户交易的也只有BTC和ETH两个币种。交易所上币需要经过证监会的审核批准,出于对于投资人的保护,证监会还是十分谨慎。

但也正是因为这种谨慎,让Jack有了一些思考:是否有比香港更适合加密行业发展的地区?

毕竟,合规愈发成为交易所发展的主旋律。预计交易所们在香港站稳脚跟,也会慢慢布局更多海外的合规市场,Jack觉得在海外扩张的过程中自己也会有更多发展的机遇,又或许可以投身比中心化交易所更酷的工作,毕竟当初他选择进入Web3行业时怀揣了一个“去中心化”的梦想。

Tony也觉得一年实践和观察下来,自己最初对于香港Web3的发展进程的预估还是偏乐观了,香港有自己的节奏,不会以资本或者是监管的意图转移。香港做事情其实会更扎实,效率并不算高,政策在用一种长期主义的思维推进。

那种币圈一日,人间一年的发条要松一松了,行业内的人或许要学会在香港放慢速度。


The reporter of Bitcoin Trading Network changed the pseudonym of product operation hidden in the last place. This year, he switched from a traditional currency exchange to a compliance exchange that is applying for a license in Hong Kong. He found that in the process of writing a plan, the word "market" in the document was asked to be changed to "jurisdiction". The change of words reflected the different images presented by the traditional currency exchange and the Hong Kong compliance exchange when facing the public. The most important thing for the traditional currency exchange is to face the public. Users and a compliance exchange in Hong Kong are most interested in compliance, compliance and supervision. Similarly, it is found that the company has never used the pattern of rocket in content promotion, and employees will not use similar expression packs when communicating on communication software, because this similar pattern is considered to encourage transactions and is suspected of guiding market sentiment. It has been more than a year since Hong Kong issued a policy declaration on the development of virtual assets in Hong Kong in June, and it has been rooted in these industries in Hong Kong's ecological construction. The challenges faced by entrepreneurs are not only how to adapt themselves to the regulatory framework, but also how to deal with the requirements of entrepreneurship and how to adapt to the local culture of Hong Kong. The currency circle is different from Hong Kong. The biggest difference between the current job and other currency circles is that everyone in the organization has to adapt to compliance. Working under the regulatory framework is like dancing in chains and getting stuck in copywriting. Did I put another rocket in, and his copywriting ideas were often used before? Some people praised the chief marketing officer of the exchange for summing up that he is currently engaged in the work of an investment bank, and the coin circle thinking he had developed for many years was broken. When working in the traditional coin circle, a hot spot came out, and the first thing that came to mind in the industry was how to earn a hundred times through this hot spot. As a practitioner, she thought about how to chase this hot spot with small money. Now, when working in an exchange that is applying for a compliance license, she will think of the risk behind this hot spot for the first time. As an exchange, how to protect users' assets? Previously, I worked in a traditional exchange in the currency circle, and the activities were aimed at end users. At that time, I was thinking about how to realize users' transformation to the greatest extent with an activity. Now I am facing more end users who need to show more business compliance and long-term development strategic thinking. Now I will define myself as a financial person. He feels that the daily work process is not much different from the traditional financial institutions. Most of his partners are traditional fund banks, etc. He needs to catch up with traditional financial knowledge and legal knowledge after work. Even after preparing for the license examination, there are many places to adapt to in his life. The feeling of Hong Kong is still relatively depressed. Walking on the road, he often feels depressed. He will think of what his mother described to him when he went to Hong Kong as a child. Many high-rise buildings in Hong Kong have lost their hats and feel that he can laugh in the streets of Shanghai. Laughing in the streets of Beijing, but embarrassed to laugh in the streets of Hong Kong, the founder of Hong Kong's high housing prices and high survival pressure observed that the difference between the state presented by mainlanders and Hong Kong people is still very big. Hong Kong people will make great efforts, not only in their work, but also in all aspects of their lives, because local people understand that they need to adapt to the local culture and language. After staying in Hong Kong for nearly a year, they feel that they are only integrated into the local society in Hong Kong, and the part that they have not integrated is that they have not. Time to learn the local culture of Hong Kong. For example, in the past, business letters and telegrams working in the mainland would be accompanied by a common phrase, I wish Shang Qi well, which is not expressed in the world of traditional Chinese. Therefore, every written letter used to communicate with local customers in Hong Kong needs to be revised by local colleagues in Hong Kong, and the business communication language in Hong Kong is mostly Cantonese. At present, she can basically understand the general terms of business occasions. I said that there is still some difficulty. When an industry moves from a barbaric growth state to an orderly and standardized one, people in the industry must adapt to the new rules. It will be normal to put on shackles and dance, which means that it is in the sensitive period of applying for a license. Therefore, all the contents of the organization's external voice need to be reviewed by colleagues in the compliance department before it can be released. The company that took advantage of the storm passed the application and entered the science park to check the annual report of the company opposite to its own company. The company's income in a quarter is tens of billions of dollars. There are also many listed companies in the park and outstanding enterprises in the mainland, such as Huawei, China Mobile, Chian Xin Contemporary Amperex Technology Co., Limited, etc. This makes me feel honored to work with so many outstanding enterprises. The deepest feeling of starting a business in Hong Kong this year is that I and the company have stepped on the momentum. In the process of docking with customers, I feel that Party A and Party B have switched sides now, and it is no longer necessary to introduce to each other what they have done when meeting partners as before. How many users are there on the platform? At that time, such behavior was more of a kind of self. After more than a year of hard work in Hong Kong, I think that the partners who have found him now are talking about cooperation based on the recognition of their abilities. At this time, resources will soon be connected to achieve a common goal. At present, the cooperation will be judged together with the project parties. Both parties will write down the goals to be achieved in cooperation in black and white, and then measure and match the resources owned by both parties. This kind of cooperation is rare before the declaration is issued, and they will take the initiative to find some people who need him for their livelihood. Our service but not knowing Party A, and the cost of educating the other party in the process of cooperation is also high. The reason for this change is summarized as that the company has accumulated in the industry for many years and then seized this opportunity in Hong Kong. After coming to Hong Kong, it launched a new project to represent the rights and interests of the employers and get dividends from the perspective of currency circle. This is not an innovative gameplay in the industry, but it is considered that it has been seen from the perspective of traditional finance. Innovation is similar to being the founder of a project, and he also feels that his current job is a state of entrepreneurship. He enjoys the process of the project and has gained enough sense of accomplishment. At different stages of the company's development, his responsibilities are quite different. He has participated in the writing of legal documents, followed up the product logic of the whole exchange, refined the process, selected cooperative suppliers, etc., and worked with technicians to refine the product details, and also participated in the work of traffic conversion. In this process, he should quickly learn new knowledge and become a compound talent, and join an industry with rapidly rising policy support and close to money. 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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