Web 3.0,与中国无关!
最近看到一篇文章,说中国互联网大厂员工正在向Web3.0公司迁徙。
A recent article are moving to
他们要逃离现有岗位,追寻新的革命理想。
They want to run away from their existing posts and pursue the new revolutionary ideals of
2022年的Web3.0,那就是1999年的Web1.0。
看到这里,差点一口老血喷了出来。
Seeing it here, it almost came out of the old blood.
你活在什么样的平行世界?可以想像出这么美好的未来。
What kind of parallel world do you live in?
放眼望去,国内哪有Web3.0的生态环境?
Where's the Web3.0 eco-environment in the country ?
不说别的,Web3.0最底层的公链发展这么多年了,一个成长起来的都没有。
No matter what, the bottom of the public chain of `strang' has been developing for so many years, and one has grown up without
你能做什么呢?你敢做什么?你又能迁徙到哪里去?
What can you do? What can you do? Where can you move?
大厂员工注意了,这年头,吃饱饭最重要。
Attention , the most important thing in these years is 别乱动,熬过2022年再说。 over 2022
那什么是Web3.0,首先来理清这个问题。
Then what is Web3.0, first of all, to clear up the question of
删繁就简,可以从以下本质来理解。
The deletions are simple and can be understood in the following context: 第一种理解: First understanding: Web1.0为“可读”(read); Web1.0 for readable (read); Web2.0为“可读+可写”(read+write); Web 2.0 for readable + writeable (read+write); Web3.0则是“可读+可写+拥有”(read+write+own)。 Web3.0 is called readable + writeable + own (read+write+own). 举例说明:Web1.0以门户网站yahoo、新浪为代表,它提供信息给用户;Web2.0则以博客、推特、微信、抖音为代表,它由用户产生内容;Web3.0则是产生的内容数据由用户拥有,而不是由平台控制。 Examples: Web1.0 is represented by the portal 看似小小的变动,但这是底层逻辑的更换,实际上隐藏着天翻地覆的变化。 It looks like a little 第二种理解: Second understanding: Web1.0为“半中心化”; Web1.0 for Web2.0为“中心化”; Web 2.0 for Web3.0则是“去中心化”。 Web3.0 is " 举例说明:Web1.0时代除中心门户外个人网站也占据半壁江山,两者鼎立形成“半中心化”生态;Web2.0时代则形成信息孤岛,大公司垄断数据;Web3.0时代则是纯粹“去中心化”,数据由用户主宰。 Example: 第三种理解: Third understanding: Web1.0、Web2.0为信息互联网; Web1.0, Web 2.0 for information Internet ; Web3.0则是价值互联网。 Web3.0 is the value Internet . Web1.0、Web2.0本质上是在传递信息,侧重消费;而Web3.0则是在传递价值,创造财富。 Web1.0, Web 2.0 is essentially a message 所以,Web3.0可以简单的理解为加入了区块链技术的互联网,它要逆转现在互联网“中心垄断”难题,帮助用户拿回自己的数据主权,从而在数字世界里重新创造一个更高维度的互联网世界。 So 如果真正理解以上变化,那么就会明白Web3.0具有革命性。 If the above changes are truly understood, then it will be understood that 我们可以直观的得出以下一些结论: We can intuitively draw the following conclusions: ………… 这其中的每一项,都将给人类带来一种全新变革。 Each of these will bring a new 互联网的出现是人类技术重大革命,产生了极其深远的影响。 The advent of the Internet was a major revolution in human technology , with extremely far-reaching implications. 这几年谈硬科技很多,但互联网软技术不可忽略。 Much has been said in these years about Web3.0带来的变革,是是未来20年大国之间的决战舞台。 The changes brought about by Web3.0 are the stage of a decisive battle between the great Powers of the future for 20 years. 谁先理解并发展Web3.0,谁就有可能站在世纪新高地。 Whoever understands and develops Web3.0 has the potential to stand on the new high ground of the century . 1993年,克林顿出台“信息高速公路”计划,创造辉煌十年,获得Web1.0和Web2.0在全球控制地位。直至今天,美国借助互联网技术领导世界。 2022年,全球正处在Web2.0向Web3.0过渡的关键节点,谁在这个时刻建立一个完整Web3.0生态,谁就有可能在下一个20年领跑时代。 很多人喜欢谈国运,这就是“国运”。 A lot of people like to talk about `strong', the `strong', the `strong',
国运不是空口无凭赌出来的,而是认真奋斗出来的。
It is not that Web3.0这么重要,现在美国的发展情况如何? How are things going in the United States? 华尔街有什么布局,硅谷又在如何盘算? What's the pattern on Wall Street and how's Silicon Valley going to strong? a16z,这个明星闪耀的硅谷风险投资机构,它是Web3.0领域的主导者。
2013年投资的Coinbase,在2021年上市时市值最高达858亿美金;它投资的OpenSea控制着NFT市场大部分交易量,它主导的Yuga Labs公司公司创造了大名鼎鼎的“无聊猿”。如今,a16z已推出3支加密货币基金,募集资金总额超过30亿美元。
今年4月1日,a16z还投资了一家跨链公司LayerZero Labs,这家野心勃勃的公司估值已达10亿美元,未来在Web3.0世界又可能是顶尖掠食者之一。
This year, April 1,
除了a16z,全球最大的风险投资之一的红杉资本2022年共投资了20家Web3公司。它的竞争对手Coinbase Ventures,这家有着天生Web3.0基因的投资公司在今年投资了80家公司,作为产业前哨战的资本势力,正在急分夺秒进行布局,“Web3.0战争”已经逼近白热化。
In addition to a16z, one of the world's largest venture capital, Redwood Capital , invested in 20 Web3 companies in 2022. Its competitor
…………
以上只是美国Web3.0布局浮在水面上的一部分,他们已经时不我待真枪实弹的干上了。
These are just parts of the 而中国呢,看到了Web3.0的布局吗? And what about / strong >, see Web3.0's 公链在哪里?钱包在哪里?跨链在哪里?时间戳的身份验证在哪里? Where's the public chain? Where's the wallet? Where's the strong? Where's the cross-link? Where's the strong? DeFi合约在哪里?DAO公司在哪里?图灵机在哪里?NFT公司在哪里? Where's the DeFi contract ? Where's the DAO company
唯一一个发展得相对较好的Web3.0产品——“数字藏品”,还在一天天的自我阉割。
The only relatively better-developed product,
好好的一个正经人,非得被折腾成一太监。
A good strong must be turned into a strong eunuch.
中国的企业在哪里,市场化的战力在哪里?远景的布局在哪里?
Where is China's strong and where is the market-based power of ? Where is the layout of vision ?
那些在互联网时代创造了辉煌战绩的公司,真的看不到Web3.0的前景吗?
Do you really not see the future of Web3.0
答案:当然不是。
Answer: Of course is not .
阿里巴巴早年收购的《南华早报》成立了NFT公司“Artifact Labs”;
The South China Morning Post, which was acquired by
腾讯投资澳大利亚一家基于Web3.0技术的游戏初创公司Immutable,估值25亿美元;
NFT架构
看到了吗?就算中国的企业出手,也是在海外出手。
See? Even if Chinese businesses do, they do it abroad at .
为什么呢,Web3.0这种全球性的大趋势,国内的精英看不到?
Why, the global trend of , the national elite of ?
当然也不是,原因在哪里?
Of course not. What's the reason?
按照逻辑来说,东方这片互联网沃土,应该与美国在Web3.0正面硬刚甚至借机超越,这本来是一个极好机会。
Logically, it would have been an excellent opportunity for
可这片盛开着Web1.0和Web2.0之花的土,在Web3.0时代静悄悄,静得有点让人窒息,为什么?
But this earth, full of the flowers of
为什么呢?简单的总结下为以下几点:
Why? A simple summary would read as follows:
- 不研究技术本质,对区块链底层通证一律视为洪水猛兽;
- 不研究未来趋势,发现一点问题马上采取“因噎废食”的管理;
- 不分析具体原因,出现一个异类马上一刀切“宁可错杀,不可放过”;
- 没有任何法律约束,所有的严控和监管都是模糊的反复无常;
…………
这样的监管生态,哪个企业不害怕,哪一个Web3.0的创业者不战战兢兢。
Such as `strang' to regulate ecology , which company
所以,这样的创业环境,怎么可能产生出Web3.0的中国生态。
So how can such an entrepreneurial environment produce Web3.0
在这个时代你让人家离开大厂去进行Web3.0创业,岂不是误人子弟。
In this era, you let people leave the big factory to run Web3.0 , or /strong .
我的一个朋友,很早就在区块链世界创业。
One of my friends, early in the block chain > /strong >, started a business in the world.
从2013年开始,就做过各种技术方向的创业,当然失败的多成功的少。
From the beginning of 2013
但Web3.0的确是太吸引人了,对一个技术员来讲,那不仅仅是互联网升级,那可真是一个极客的世界。
But Web3.0 is so fascinating that for a `strung' technician , it is not just an upgrade of the Internet , it is a world of `strang > .
现在他决定做一个钱包,对标的产品就是METAMASK。
Now he's decided to make a wallet for , and the product for the target is METAMASK.
一个好的钱包将来可是互联网世界的入口,也有可能成为元宇宙的入口,这实在是太酷了。
It's so cool that a good wallet will be the Internet portal to the Internet and a potential portal to the universe .
现在如果不做,就来不及了,他所知道在这方面创业的团队,至少不低于20个。
If not, it would be too late for , which he knew was no less than 20 teams to start .
但在国内是不可能完成这种VIE架构的创业的,所以他决定下半年去新加坡,离开这个熟悉的城市。其实这里本来有足够的技术人才储备,可是风险是不可预测的,随便一个举报你就被折腾得死去活来,最终运营的话也必须是海外的,待在国内也做不了任何事情,还是早点选择去那边吧,这就是Web3.0创业的代价。
But it was not possible to do this business at home, so he decided to go to Singapore in the second half of the year and leave the familiar city. In fact, there would have been a pool of Štrong skills , but the risk / strong > is unpredictable. Any report that you're dead, and eventually to run must also be strong , can't do anything at home, or choose to go there sooner, which is the cost of Web3.0 / strong < / strong > to start a business.
我问为什么不去香港呢,近一点也方便?他摇了摇头,有点黯然,还是去新加坡吧。
I asked why not go to Hong Kong , which is easier to do? He shakes his head , it's a little dark, let's go to Singapore.
还有一个朋友,他对软硬件都有研究,也有自己的公司。
There was also a friend who studied 他做的矿机,已经卖到非洲去了。 His miner has been sold to Africa . 因为技术底层涉及到算力,所以对5G、边缘计算、区块链都有涉及。 Because the bottom of 智能合约运行机制 在他看来,进入Web3.0世界是他人生最后的机会了。 In his view, entering the world of 在Web3.0时代他才可能去超越传统的垄断互联网公司,借用以区块链技术实现“用户独立”“保护隐私”“夺回数据”,才能创造人生高光时刻。 In the Web3.0 era, he was likely to go beyond the traditional `strang' monopoly of /strang > to protect privacy 可这些创业老兵都知道,Web3.0多少要涵盖到Publicblockchains(公链)、Token(同质化通证)、DAO(去中心化自治组织)、DeFi(去中心化金融 )、NFT(非同质化代币)这些领域,但从中国的现实环境来看,每一个都有可能是雷区。 But as these 他说先去澳门过渡一下,后来说去新加坡,最后竟然选择了阿联酋。 He said to go to Macau to make a transition, then to Singapore to make a transition, and finally to choose the Emirates to make a transition. 也不知道是不是开玩笑,他发来一张与“头顶一块布,不是恐怖就是富”的阿拉伯人的合影。 I don't know if it's a joke, but he's sending a picture of an Arab with “the piece of cloth on the head of , either fear or the rich . 并且非常自豪的说:在这里开公司,亲王都要接见我。 And I am very proud to say that here 类似这样的Web3.0企业,离开的真不少,大多数去了新加坡。 Business like
当然也有一些还留在国内,这些技术公司基本的态度基本一致,其实不是怕监管,而是怕随性的监管,没有边界的监管,没有法律条文的监管。
There are, of course, others that remain in the country, and these technology companies are generally in agreement, rather than being afraid of regulation, but rather of regulation by the
中国早期的Web3.0起步并不晚,甚至可以说走在世界前沿。
China's early Web3.0 started not too late, and could even be said to be at the forefront of the world .
以最重要的Web3.0基础设施公链为例,来回顾下早期中国技术极客在这方面的尝试。
Take the most important example of the Web3.0 infrastructure
8年前,以太坊创始人Vitalik Buterin来中国的时候,在深圳雨伞咖啡,V神只是众多中国区块链企业创始人眼中的一个大男孩,他在上面的温吐演讲完全激不起大家兴趣。
6年前,以太坊公链发布以后,众多的中国公链也应运而生,抢滩新大陆,小蚁、唯链、比原、量子、本体、元界、波场等等百花齐放。 , six years ago , following the release of the Taiku public chain, numerous Chinese public chains , , 各类公链发展到今天,以太坊(Ethereum)公链站在金字塔尖; (a) The public chain at the top of the pyramid (Etheeum); 各类协议如ERC20(同质通证)、ERC721(非同质通证)、ERC-1155(非同质通证进化版)、EIP-1559(燃烧协议)、EIP4844(数据分片)层出不穷。 Agreements such as ERC20, ERC721 (non-synthetic translator), ERC-1155 (non-congenital translator evolutionary version), EIP-1559 (combustion agreement), EIP4844 (data fraction). 以太坊2.0 Serenity架构图 以太坊已形成了的金融帝国,有Uniswap、Sushiswap这样的交易所,也有Maker、Compound这样的银行,还有CryptoPunks这样创造奇迹的NFT,黑底白字的LOOT也一夜火爆,甚至还有Axie Infinity、The Sandbox、Decentraland这样充满想像力的游戏社区。 可中国的公链已经沉默无声,只有几只流落海外的公链,还在演绎自己的传奇,希望打破以太坊的一家独大。 But China's `strang' public chain has been silent, with only a few `strang' leaving the public chain abroad , and is acting on its own legend, hoping that `strang > will break the unique family of the `strang . 企业家有自身的问题,很多时候我们的确急功近利,但全是企业家的问题吗?国内的公链能做什么呢?就算你为一家企业提供NFT服务,也只能悄悄的把自己阉割成联盟链。 如果放开手脚去打拚,幻核、鲸探这样的数字藏品平台也将进军世界,而不是像现在这样如小媳妇一样,蹑手蹑脚。 If you let go, a digital collection platform like the strong, the strong, the strong, the strong, the strong, the strong, will also march into the world, rather than stomping like this, as the daughter-in-law does now. 为什么呢,这么多年来国内的Web3.0企业得出一个不敢公开的结论:要么离开,要么死去。 Why, after all these years, the company 知道中国创业者为什么一直想做元宇宙吗? Do you know why Chinese 除了元宇宙本身是技术结晶,具有远景规划之外,还有一个很核心的原因,那就是大家避免直接谈到Web3.0。 In addition to the fact that the meta-cosmos itself is the technological crystal of with the vision , there is a reason why the very core of is that everyone avoids talking directly about to Web3.0. 一旦谈到Web3.0,必然谈到区块链,谈到区块链,必然谈到加密技术,谈到加密技术,必然会与cryptocurrency(加密货币)相关,最后又会涉及到最底层的Token,那么这条路是走不下去的。 Once we speak of 所以,干脆直接跨越Web3.0,进军元宇宙,因为在元宇宙的世界可不仅仅有Web3.0,还有5G+AI+XR+云计算,虚幻引擎技术、脑机接口,人工智能,边缘计算,3D操作系统等,这样就会淡化掉Web3.0概念,让更多人可以接受元宇宙。 So it's not just Web3.0 in the world of the meta-cosmos, it's not just Web3.0 in the world, it's 5G+AI+XR+ cloud computing , strong > illusion engine technology , 可在元宇宙的世界里,那些熟悉技术底层的极客,谁不知道元宇宙中的核心要素“数字身份”“经济体系”都与Web3.0息息相关呢? But in the world of the meta-cosmos, the great guests who are familiar with the bottom of the technology of , who do not know that the core elements of the meta-cosm digital identity < /strang > < strong > the economic system < / strong > are all relevant to Web3.0? 即使元宇宙经过重重伪装,后退数步,创业者仍然可以感觉得到,元宇宙项目在往前走时仍然存在着重重阻力。 Even if the meta-cosmodium passes through a lot of strong and backslides , entrepreneurs can still feel that the meta-cosm project continues to focus on strong as it moves forward. 这样的一个Web3.0创业生态,你觉得它能在中国落地生根吗? Such a Web3.0 Web3.0是世界性的趋势,这一点谁也挡不住。 Web3.0 is a worldwide trend of , which no one can stop. 美国那边已经在百花齐放了,中国怎么办? What about China? 这20多年来Web在中国发展,可以说点点滴滴都还历历在目: Web, who has been in China for more than 20 years, can be said to have been seen in the history of strong: 通过引入Web1.0技术拉近了与美国的距离,产生了很多优秀企业; The introduction of Web1.0 technology brought closer to in the United States and resulted in a number of excellent enterprises ; 通过开发Web2.0技术开始走向世界前列,有些公司开始引领全球; The development of Web2.0 technologies began to move to the world's leading world and some companies began to lead the world ; 可今天面对Web3.0技术时,却万马齐喑、束手束脚。 But today, when confronted with the technology of Web3.0, , , , . 这到底是什么原因呢?我们不反思一下吗? Why is that? Aren't we going to reflect on it? 任何一种伟大技术的引进,不可能没有风险。 When the introduction of the great technologies of cannot be without risks . 上世纪90年代引入Web1.0技术时难道就没有风险?但不能因为有风险然后就将孩子和脏水一起倒掉。这样的监管方式显得懒惰且愚蠢。 Wasn't there a risk when we introduced Web1.0 technology in the 1990s? But there was a risk that the child and the dirty water could not be thrown out of /strong. This kind of regulation appears to be lazy and stupid. 中国若想不落后于美国,形成自己的Web3.0生态。 If China does not want to lag behind in the United States, it will form its own Web3.0 一定要注意以下几点: It is important to note the following: ………… 否则,最优秀的Web3.0创业者只能走向海外,多年积累下来的Web生态也只会自我阉割,本来一把Web3.0的好牌,却因为自己反复折腾,最终走向死局。 Otherwise, Web3.0 , the best entrepreneur of , can only go overseas, and the Web ecology accumulated over the years will only self-celebrate , a good Web 3.0 card, but will end up on 这可真不是一个小问题,想像一下,如果20年前中国错过了Web1.0时代,这对我们来说是什么样的损失?无法想像,不可想像。 It's not really a small question , imagine what 所以,Web3.0不可失去时不我待,一定要在法制和市场上迅速构建一个完整生态。 So 另外告诫那些创业者,先读懂Web3.0的中国生态。 Also, 在这样一个前景并不明朗的时空里,一定以求生为主。 In such an uncertain time and space as the future of 如果你想离开大厂,要三思。 If you want to leave the big factory, think twice about it.
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