区块链即将迎来 iOS / Android 时刻吗?

币圈资讯 阅读:48 2024-04-22 12:31:16 评论:0
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作者:Eric Feng,GoldHouseCo Ventures联合创始人 翻译:善欧巴,比特币买卖交易网

十二年前的 2011 年 9 月,全球智能手机市场达到了一个重要的里程碑。iOS 和 Android 操作系统的市场份额首次突破20%。

bIMzRp1GBta7uKSziTyI6oIe4uzgHasXOLiKhQlH.png

此时智能手机操作系统仍处于碎片化状态,有 7 种不同的移动操作系统占有超过 2% 的份额,但没有一种操作系统的份额超过 30%。但这个 20% 的门槛里程碑是 iOS / Android 双寡头即将主导智能手机的最终证明。在短短 8 年里,分散的移动操作系统格局将围绕这两个参与者进行整合,iOS 和 Android 占据了智能手机市场99%的份额。事实证明,这种整合对于消费者来说是最好的事情。

WPSfFinb8vd49nljsNDuNJMq8e6j2wAZVgxu4qoz.png

整合是新兴平台的必要组成部分。根据定义,新兴平台的用户和应用程序比其他平台少。因此,在数量较少的情况下,新兴平台需要将有限的用户和活动组合在一起,以创造可以吸引应用程序开发人员的密度。开发人员构建更多应用程序会带来更多用户,从而吸引更多开发人员构建应用程序,从而带来更多用户。不断重复,您最终会得到一个飞轮,将新兴平台转变为成熟平台。但这只有在平台上进行整合而不是碎片化的情况下才会发生。

围绕 iOS 和 Android 的移动操作系统的整合为智能手机创造了这种精确的飞轮。2010 年, Apple App Store和Google Play Store中共有约 32 万个移动应用程序。但在接下来的 6 年里,随着移动世界在 iOS 和 Android 上进行整合,应用程序的数量猛增了 15 倍,在 2017 年移动应用程序总数超过 500 万个。

xuJE7qk8fnS6Sst7tDCOUDF9qhRZNhphdLzDnmqx.png

应用程序的惊人增长与智能手机采用和使用的同样惊人的增长相对应。全球智能手机用户数量从 2010 年的不到 4 亿增长到 2016 年的 28 亿以上,增长了 7 倍。值得注意的是,增长速度最快的是 2011 年和 2012 年,当时 iOS 和 Android 的整合达到了顶峰。

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整合吸引了开发人员构建更多应用程序,从而吸引更多用户,从而产生更多应用程序,从而吸引更多用户。区块链或许可以从中学到一些东西的完美飞轮。

有区块链的 iOS 或 Android 吗?

目前有超过一千种不同的区块链在流通,当你考虑到可能导致的碎片化时,这是一个可怕的数字。但幸运的是,对数据的仔细检查显示了不同的情况。根据风险投资公司 Electric Capital 最新的开发者报告,分析了加密领域软件开发者的趋势,开发者活动一直集中在顶级区块链上。

2018年,除以太坊和比特币之外的前200名加密生态系统占所有开发者的25%。2022年,他们将占到50%。如果加上以太坊和比特币,目前 80% 的加密货币开发人员都在排名前 200 的加密货币生态系统中工作。

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200个不同的生态系统仍然存在很多碎片化现象。但看看以太坊生态系统——以太坊第一层区块链加上支持它并帮助其扩展的第二层区块链(如 Polygon 和 Optimism)——一幅更好、更集中的图景就出现了。截至2023 年 6 月,以太坊生态系统(第 1 层 + 第 2 层)目前占所有区块链开发人员的 36%,高于 2021 年的 29%。开发人员的整合导致以太坊生态系统上运行的智能合约数量激增,仅第二季度就部署了近 8000 万个,同比增长11 倍。上个季度部署的以太坊智能合约数量比去年全年还要多。

E8rzpk1Pq0pwOjad4gIqc4mhrNXAsgLnOl99BA6p.png

因此,在区块链世界中,我们在一个平台上不断整合开发人员,这导致该平台上出现了更多的应用程序。听起来有点熟?这就像 2010 年代初移动和移动应用程序增长的整合所发生的情况一样,对于区块链来说甚至更有效,因为它发生在一个平台(以太坊)而不是两个平台(iOS 和 Android)上。

进一步比较,你甚至可以说以太坊是相当于 Android 的区块链。它是占主导地位的加密平台,不仅建立了最大的开发者市场份额,而且还建立了由合作伙伴生态系统支持的市场份额。事实上,以太坊第 2 层贡献的交易量大约是以太坊本身的5 倍。就像三星、小米、HTC 和其他合作伙伴都为 Android 创造了巨大的开发者和用户活动一样,以太坊也有 Polygon、Optimism、Base 等为以太坊虚拟机创造了巨大的活动。

CXKHLCgK7SNVDfb68D4S8BfGLTOXGF0a0wvczaxp.png

同样,区块链开发人员在以太坊上的整合正在带来更多的应用程序(即智能合约)。但这只是飞轮的第一步。下一步是这些以太坊应用程序会带来更多的加密用户吗?然后,这些加密货币用户是否会引入更多的开发人员来构建更多的应用程序,从而带来更多的用户。加密行业是否会获得一个新的旋转飞轮(就像移动行业那样)来帮助将其提升到新的高度?

现在下结论还为时过早,但开发人员整合是一个值得欢迎的开始。


The author co-founder translated Shanouba Bitcoin Trading Network 12 years ago, the global smartphone market reached an important milestone and the market share of the operating system broke through for the first time. At this time, the operating system of the smartphone was still in a fragmented state, and different mobile operating systems occupied more than the share, but none of them exceeded the share. However, this threshold milestone was the final proof that the duopoly was about to dominate the smartphone. In just a few years, the mobile operating system grid was scattered. The bureau will integrate around these two participants and occupy the share of the smart phone market. Facts have proved that this integration is the best thing for consumers. Integration is an essential part of emerging platforms. According to the definition, there are fewer users and applications in emerging platforms than other platforms. Therefore, in the case of a small number, emerging platforms need to combine limited users and activities to create a density that can attract application developers. Developers will bring more use by building more applications. Users will attract more developers to build applications, which will bring more users to repeat. You will eventually get a flywheel to transform emerging platforms into mature platforms, but this will only happen if the platform is integrated rather than fragmented. The integration of mobile operating systems around harmony has created this precise flywheel year for smartphones, and there are about 10,000 mobile applications in total, but in the following year, with the integration of the mobile world on harmony, the number of applications has soared. In 2000, the total number of mobile applications exceeded 10,000, and the amazing growth was corresponding to the equally amazing growth in the adoption and use of smart phones. The number of global smart phone users increased from less than 100 million in 2000 to more than 100 million in 2000. It is worth noting that the fastest growth rate was in 2000 and 2000, when the integration reached its peak, which attracted developers to build more applications, thus attracting more users, thus attracting more users. Blockchain may be able to attract more users from. Is there a blockchain or is there a perfect flywheel to learn something? At present, there are more than 1000 different blockchain in circulation. When you consider the possible fragmentation, this is a terrible number, but fortunately, a careful examination of the data shows different situations. According to the latest developer report of venture capital companies, the trend of software developers in the encryption field is analyzed. Developers' activities have been concentrated in the top blockchain. Last year, the top encryption ecosystems accounted for all, except Taifang and Bitcoin. If you add Ethereum and Bitcoin, the current cryptocurrency developers are all working in the top cryptocurrency ecosystem. There are still many fragmentation phenomena in different ecosystems, but look at the Ethereum ecosystem. The first-tier blockchain of Ethereum plus the second-tier blockchain that supports it and helps it expand, such as a better and more concentrated picture, will appear. As of June, the first floor of Ethereum ecosystem currently accounts for more than the year of all blockchain developers. The integration of developers has led to a surge in the number of smart contracts running on the Ethereum ecosystem. In the second quarter alone, nearly 10,000 smart contracts were deployed year-on-year. Last quarter, the number of smart contracts deployed in Ethereum was more than last year. Therefore, in the blockchain world, we constantly integrated developers on one platform, which led to more applications appearing on the platform. It sounds a bit familiar, just like what happened to the blockchain with the integration of mobile and mobile application growth in the early 1990 s. Generally speaking, it is even more effective because it takes place on one platform, Ethereum, instead of the sum of two platforms. By further comparison, you can even say that Ethereum is equivalent to a blockchain. It is the dominant encryption platform, which has not only established the largest developer market share, but also established the market share supported by the partner ecosystem. In fact, the transaction volume contributed by the first layer of Ethereum is about twice that of Ethereum itself, just like Samsung Xiaomi and other partners have created huge developers and users. The activities are the same, and the Ethereum has created huge activities for the Ethereum virtual machine. Similarly, the integration of blockchain developers on the Ethereum is bringing more applications, that is, smart contracts, but this is only the first step of the flywheel. The next step is whether these Ethereum applications will bring more encrypted users, and then whether these cryptocurrency users will introduce more developers to build more applications, thus bringing more users. Will the encryption industry get a new rotating flywheel to help it to a new height, just like the mobile industry? It is still too early to draw conclusions, but the integration of developers is a welcome start. 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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