铭文怎么出圈?参考一下NFT和MEME的CX史

币圈资讯 阅读:39 2024-04-22 11:48:04 评论:0
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丘吉尔有句名言:

你能看到多远的过去,就能看到多远的未来。

加密圈虽然历史不长,但还是有很多可借鉴的规律。

欢迎各位讨论交流,如果觉得有道理请关注/点赞/转发~

上篇十倍百倍随便涨!今天火爆的铭文,恰如四十年前的集邮热结尾diss了一下NFT,引来很多OG的议论。

NFT怎么说也是为行业做出过突出贡献的出圈场景。 

现在铭文确实还有很长的道路。`

铭文作为华人主导的需求场景,我其实一直很期待能够出圈出彩,为华人形象正名。

先定一个小目标:至少超过NFT和MEME吧~

华人一直是加密行业重要力量

华人其实一直是加密行业的一支重要力量。

只不过是因为各种原因让加密加密行业的华人有了“犹太人”的心理共鸣。

在挖矿领域华人可能控制了超过一半的算力,但挖矿的规则在加密货币生成的时候就已经确定,华人在这个行业更多是遵守规则。

在交易所战场,Top5里面华人交易所占了四个,基本控制了加密行业大部分交易量。

但也因为众所周知的原因,大部分还是拥抱以美国为主的监管规则。

虽然屁股翘得很高,连坐牢都愿意,还是不如coinbase这样的欧美交易所被信任。

之后无论是ERC20的各种代币,还是NFT,华人都是跟在欧美后面发山寨项目割韭菜,这让华人项目至今在行业里面都感觉低人一等。

不少项目虽然是全华人团队,但还是要用全英文对外宣发,包装成欧美项目。

这和国内轰轰烈烈的国产替代(拿外国开源项目包装成国产)形成极其强烈的对比。

要深究这里面的原因,其实并不复杂。

欧美作为老牌资本主义国家,有悠久的行业自律历史。行业头部玩家习惯性会先团结起来做大市场,然后再互相竞争。

我国因为行业规则主要靠政府监管,没有形成行业自律的习惯,因此玩家总喜欢和监管玩猫捉老鼠的游戏。

玩的时间长了,自然就把习惯带到加密行业了。

华人的行业自律靠铭文

这次铭文是很长时间以来,从行业规则到落地执行,都是华人主导的新需求场景。

其实创造新的需求场景很考验行业自律能力,因为总有人喜欢等别人把市场做大之后搭便车。

但是我很欣慰的看到之前的老镰刀们跃跃欲试的时候,华人社区做出了自律很关键的反应:

其实这次铭文不完全是创造新的资产,也涉及到很多的利益博弈在里面。

随着比特币减半,未来比特币上涨的红利越来越多的偏向比特币持有者,而矿工的蛋糕份额则越来越小。

因此以华人为主的挖矿行业,是对比特生态的繁荣,有现实需求的。

从来都没有什么救世主,行业自律都是靠利益博弈实现的。

所以在这次铭文行情,我期待的有:

  • 要像NFT和MEME一样,无论牛熊,头部社区依然活跃

  • 社区活跃更多是出于有趣,而不是赤裸裸的金钱关系

  • 要出圈,像NFT影响到普通大众

  • 要成为行业规则建立者,影响欧美日韩全世界的从业者

在此之前,我们可以看看之前NFT和MEME

NFT:出圈,赚市场的钱!

当年NFT火爆出圈的时候,我相信有这么几个画面大家依然记忆尤新:

Twitter CEO Jack Dorsey 将其第一条推文铸造成NFT,并在3月23日以290万美元成功拍卖。

库里、奥尼尔、林肯公园、内马尔、贾斯汀比伯、麦当娜,甚至国内的绿地和李宁集团都是无聊猿的持有者。

可能新入圈的人还不知道,无聊猿的代号是BAYC,全称是无聊猿游艇俱乐部(Bored Ape Yacht Club),这个NFT本质是这个俱乐部的会员身份。

正因为有这些明星大咖的加持,NFT才能够火爆出圈。

哪怕现在处于NFT市场寒冬,无聊猿的市场价格还是早期价格的好几倍,距离高位的回调幅度也优于很多项目了。

MEME:社区活跃就是硬实力

如果现在还仅仅只关注实际使用价值,而忽视社区的力量,那我觉得你差不多可以退圈了。

由于之前很多代币(包括NFT)在铸造发行的时候其实是中心化的。某个有影响力或者运营能力的主体,铸造发行代币或者NFT。

这种方式被很多加密用户认为不公平。

于是MEME项目就应运而生了。

在MEME项目的早期,大部分代币都是通过社区活动和创作挖矿等方式进行免费分发的。

这种机制可以吸引更多用户在早期加入,共享社区发展成果。

无论是$DOGE还是$PEPE,早期参与者都很容易享受到百倍甚至千倍的收益。

有意思的是,这些MEME币的流通性还很强,24小时交易量能占市值的10%以上,可以说秒杀港股100%的股票。

社区的实力通过MEME币得到了充分体现。

共识不仅仅有价值,而且可以直接创造价值。

铭文=NFT+MEME?

铭文从发行的形式上,其实和MEME很像,是需要用户自己去打的。

某种程度上这是空投的升级版,因为空投规则说实话还是一小群人制定的。

而铭文的打造规则,从一开始就是公开的,参与用户自己花真金白银去打造。

因为持有者都是出了钱的,很可能未来产生的凝聚力会比MEME更强,而且后来者的购买价格如果合适,可以与初始铸造者获得一样的持有成本。

作为一个华人,我也希望铭文未来可以顺利出圈,不仅让全世界的加密从业者都加入到铭文行情中来,还能影响圈外大众。

目前符合这个条件的铭文有没有呢?

$MMSS可能算是一个。

原因如下:

1. 创作者是艺术家 SHHAN,上个周期发行过MIMIC SHHANS的NFT集合。采用的就是Freemint模式,只是NFT数量太少(总共只有一万只)极大限制了社区成员规模。现在改用铭文模式,社区人数大大增加。

2. 作为一个社区治理项目,最重要的就是出圈!各位来感受一下黑猫女神有没有这个实力:

(考虑到国情,明星参与难度有点大,暂时只能靠美女了)

3. SHHAN作为韩国设计师,MMSS也作为铭文第一出海项目,也算是承担了华人业务走出国门的任务。

不知道能不能成为第四个上币安的铭文~

投资的本质,就是低买高卖

期待华人力量,不要用在自己人身上。


Churchill famously said that you can see the future as far as you can see the past. Although the history of the encryption circle is not long, there are still many rules that can be used for reference. If you think it makes sense, please pay attention to the praise and forward the last article. Today's hot inscription is just like the end of the philatelic craze 40 years ago, which attracted a lot of discussion. It is also a scene that has made outstanding contributions to the industry. Now there is indeed a long road inscription as a demand field dominated by Chinese. In fact, I have been looking forward to being able to make a name for the Chinese image, and set a small goal to at least surpass the peace bar. Chinese people have always been an important force in the encryption industry, but it is only because of various reasons that Chinese people in the encryption industry have a Jewish psychological resonance. In the mining field, Chinese people may control more than half of the computing power, but the rules of mining have been confirmed when cryptocurrency is generated. In the exchange battlefield, Chinese exchanges have basically controlled most of the trading volume in the encryption industry, but because of well-known reasons, most of them still embrace the regulatory rules dominated by the United States. Although their hips are high and they are willing to go to jail, they are not as good as such European and American exchanges. After being trusted, all kinds of tokens and Chinese people have followed Europe and the United States to send fake projects to cut leeks, which makes Chinese projects feel inferior in the industry so far. Although many projects are all-Chinese teams, It is still necessary to publicize and package it into European and American projects in English, which is in sharp contrast with the vigorous domestic substitution of packaging foreign open source projects into domestic projects. The reason for this is actually not complicated. As an old capitalist country, Europe and the United States have a long history of industry self-discipline, and the top players in the industry will habitually unite to expand the market first and then compete with each other. Because the industry rules mainly rely on government supervision, players always like and supervise it. Playing the game of cat and mouse for a long time will naturally bring the habit to the encryption industry. The Chinese industry self-discipline depends on the inscription. This inscription is a new demand scene dominated by Chinese for a long time from industry rules to implementation. In fact, creating new demand scenes is a test of the industry self-discipline ability, because there are always people who like to hitchhike after others make the market bigger, but I am very pleased to see that the Chinese community has made a critical response to self-discipline when the old sickle was eager to try. Inscription is not entirely about creating new assets, but also involves a lot of interest games. With the halving of bitcoin, the rising dividends of bitcoin in the future are more and more biased towards bitcoin holders, while the cake share of miners is getting smaller and smaller. Therefore, the mining industry dominated by Chinese has a realistic demand for the prosperity of bit ecology. There has never been any savior. Industry self-discipline is realized by interest games. Therefore, in this inscription market, I expect that the community of bulls and bears will remain active. Community activity is more out of fun than naked money relations. It will affect the general public, and it will affect the practitioners in Europe, America, Japan and South Korea all over the world. Before that, we can look at the money we made in the market before and after going out of the circle. When the circle was hot, I believe there are still a few pictures that everyone remembers. You Xin cast his first tweet and successfully auctioned O' Neill, Linkin Park, Neymar, Justin Bieber, Madonna and even the domestic green in the garage for tens of thousands of dollars on January. Both Di and Li Ning Group are holders of boring apes, and new entrants may not know that the code name of boring apes is the full name of boring ape yacht club. This essence is the membership of this club. It is precisely because of the blessing of these stars and big coffees that they can get out of the circle. Even if the market price of boring apes is several times the early price, the callback range of high distance is better than many projects. Community activity is hard power. If we only pay attention to the actual use value now, we will suddenly. Depending on the strength of the community, I think you can almost withdraw from the circle, because many tokens, including some influential or operational subject, were actually centralized at the time of casting and issuing, or this way was considered unfair by many encryption users, so the project came into being. In the early stage of the project, most tokens were distributed free of charge through community activities and creative mining. This mechanism can attract more users to join the shared community at an early stage and develop into. If it is easy for both early participants to enjoy a hundred times or even a thousand times of income, it is interesting that when these coins are still very liquid, the trading volume can account for more than the market value. It can be said that the strength of the stock community that kills Hong Kong stocks has been fully reflected through coins, which not only has value, but also can directly create value. From the form of issuance, it is actually and very much like the need for users to type. To some extent, this is an upgraded version of airdrop, because the airdrop rules are honest, it is still a small group of people. The rules for making inscriptions have been made public from the beginning, and users have spent real money to make them, because the holders are all out of money, and it is very likely that the cohesion will be stronger in the future, and the purchase price of the latecomers will be the same as that of the initial caster if appropriate. As a Chinese, I also hope that the inscriptions will be successfully circled in the future, which will not only allow encryption practitioners all over the world to join the inscription market, but also affect the inscriptions that meet this requirement at present. There may be one reason: the creator is a collection published by artists in the last cycle, and the model adopted is only a small number, with a total of only 10,000, which greatly limits the size of community members. Now, the number of community members is greatly increased by using the inscription model. As a community governance project, the most important thing is to get out of the circle. Let's feel whether the black cat goddess has this strength. Considering the national conditions, it is a bit difficult for stars to participate. For the time being, we can only rely on beautiful women as Korean designers and as the first inscription. The sea-going project also undertakes the task of Chinese business going abroad. I don't know if it can become the fourth inscription on the security of money. The essence of investment is to buy low and sell high, expecting Chinese strength not to be used on their own. 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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