一文读懂Web3社交怪兽UXLINK

Odaily星球日报Published on 2024-03-09Last updated on 2024-03-09

Abstract

基于熟人网络的Web3社交UX LINK让大规模应用成为可能。

原文作者:Wilson Lee,Biteye 核心贡献者

原文编辑:Crush,Biteye 核心贡献者

要问近来 Web3 社交领域哪个项目最受关注,那么非社交怪兽 UXLINK 莫属了。

UXLINK 通过让用户基于熟人社交网络来快速裂变,建立起一个基于熟人关系的Web3社交平台,并提供深度社交场景和代币激励来留存用户和进一步增长,在短时间内获得了强大的用户基础。

自 2023 年 4 月启动以来,UXLINK 已经有 340 万注册用户,构建了超过 7.5 万个群聊,通过群聊触达的用户达 590 万人。这也印证了 UXLINK 团队在 Web3 社交方面的深刻理解。

一文读懂Web3社交怪兽UXLINK

(来源:https://www.uxlink.io/)

一、当前 Web3 社交的关键变量:熟人社交关系

人无法离开社会关系,随着信息技术的发展,社交与通信已经深度数字化,从即时通讯到分享生活动态,人们的社交关系已经深度融入到数字化场景中。

在这种社交的范式转变进程中, 我们见证了如 Facebook、微信等杀手级应用的诞生。

这很大程度上得益于网络效应:一个平台的价值随着使用它的人数增加而增加。特别是在社交领域,网络效应尤为明显,因为人们倾向于聚集在他们的朋友和家人所在的平台上,这带来了熟人裂变的现象,即一个用户加入后,其熟人也跟随加入,从而迅速扩大用户基础。

Web3 被认为是下一代互联网,强调去中心化、区块链技术和资产所有权等等特性,让用户真正拥有网络资产,提供更深度的数字体验。

尽管目前 Web3 的用户主要集中在投资和炒作领域,但随着技术的成熟和应用场景的拓展,预计会有更多的主流用户涌入。社交领域因其强大的网络效应,极有可能率先出现 Web3 时代的杀手级应用及平台。

目前已经有数款 Web3 社交平台获得了较大知名度,如 Lens Protocol、Farcaster 和 friend.tech 等。

Lens 强调社交媒体数据所有权和可移植性,用户可以控制自己的数据并在不同应用间自由迁移;Farcaster 强调去中心化和用户隐私,提供加密的消息传输,允许用户在不受平台限制的情况下进行自由交流;

Friend.tech 则强调社交资产化,利用 NFT 为用户提供影响力代币化服务。上述应用虽然在创新上有显著进步,但在早期阶段缺乏对熟人社交网络的强调可能限制了它们的快速增长和留存。

在Web1,Web2时代,最伟大的产品都是熟人社交产品如 emails, facebook, 微信,Web3的王者是否同理也会属于熟人社交?

Web3 的核心场景是交易,涉及到资产的场景天然需要信任。Web2 的社交平台已经完成了关系构建和信任建立。

Web3 社交提供的是资产、所有权层面的更进一步的体验,因此对于 Web3 社交来说,直接基于熟人关系进行构建,是当前 Web3 用户基数较小背景下实现 Mass Adoption 的关键。

二、产品与服务:增长、留存与生态

整个 UXLINK 系统可以分为三层:Dapp 层、协议层、基础设施层。

Dapp 层:用户增长与沉淀

Dapp 层为用户提供核心功能与服务,包括入口、身份和群组功能。

  • 入口层:包括 MPC、账户抽象钱包,为用户提供无缝进入 Web3 丝滑体验。用户 launch app 后会自动注册基于 Arbitrum 网络的钱包,并且消除私钥、助记词的存在感,提高用户的转化率。

  • 身份:包括 DID/Profile(SBT)。用户能够通过 Telegram、WhatsApp 等社交应用来创建 Web3 账户,并获得与链下身份绑定的 Web3 身份(DID);UXLink 还使用了零知识证明技术来帮助用户构建自我托管的身份(self-sovereign identities,SSI)和隐私化的社交关系。

  • 群组:群组是 UXLINK 提供的核心落地场景。用户能够基于社交图谱来创建群聊和进行裂变,赚取奖励;同时还能让用户拥有和分享数据(社交关系数据),用户可以 Mint 群组 ID 来将社交关系数据资产化,实现真正的可拥有。在未来还将提供 AI 助手相关的功能,使用户获得更加丝滑的社交体验。目前,UXLINK 的群组以 Telegram 插件的形式构建,避免了重复造轮子,同时让用户能够通过熟悉的平台来参与项目,消除了用户的转换成本。

社交化“交易所”,即 DEX 与群组的组合形态,目前尚未全部完成,但是已经具备 swap 等初级功能,逻辑类似早期拼多多,用户可以在互动中完成交易,即提升信任感,又增加趣味性。

增长应用,即 LINK TO EARN 引擎,即可以为 UXLINK 获得用户和数据,也可以服务第三方,助第三方 Dapp 增长。

一文读懂Web3社交怪兽UXLINK

总的来说,UXLINK 在入口、身份和群组三个层面的核心功能为用户社交提供了完善的工具。UXLINK 通过 Proof of Link(PoL)来激励用户邀请熟人,实现增长。配合用户熟悉的社交功能,以及关系构建和关系变现,让新进入的用户以极低的门槛获得友好的 Web3 社交体验,最终助力 Web3 的 Mass Adoption。

一文读懂Web3社交怪兽UXLINK

(来源:https://www.uxlink.io/)

协议层:数据变现,赋能生态,实现商业闭环

协议层的核心是来自 Dapp 层的数据,主要面向开发者。UXLINK 的增长依赖用户的熟人关系裂变,因此 Dapp 层会沉淀大量的社交关系数据。熟人关系数据的价值不言而喻,如拼多多、Linkedin 等平台都是利用熟人社交关系的典范。

UXLINK 为 Web3 开发者提供了完善的 APIs,让开发者能够高效地从 UXLINK 获取用户社交关系数据,并进行分析,创造实际的商业价值,该部分的收入将由用户和 UXLINK 共享,让用户沉淀的数据获得真实价值,实现商业闭环。

基础设施层:进一步构建生态

UXLINK 有一个链上链下混合的可扩展技术架构(EVM + IPFS + Hubs )来支持 Mass Adoption 的应用场景,在链上(目前是 Arbitrum)存储身份和关系数据,在链下处理复杂业务场景数据,来支持使用 UXLINK Protocol 协议的应用。此外,UXLINK 还能够提供去中心化存储以及中心化数据索引等服务,主要涉及 EVM 链(Ethereum Mainnet, Arbitrum L2 Chain, BNB Chain, Polygon and Base Chain 等)。

在未来随着用户基数进一步扩大和生态应用的发展,UXLINK 不排除可能考虑构建自己的社交专用链,进一步加强生态内的协同效应,打开发展空间。

以上为 UXLINK 的产品逻辑,社交赛道与其他赛道不同,应用层与基础设施层是共生、相互促进的关系,即可以产生超级应用,也可以成为其他赛道如游戏、Defi 等基础设施。

三、经济模型与价值捕获

UXLINK 采取双代币模型,包含效用代币 $UXUY 和 治理代币 $UXLINK。

效用代币 $UXUY:主要用来激励 $UXUY 的社区增长和互动。

赚取:用户可以通过邀请好友和为生态系统做贡献赚取 $UXUY,$UXUY 将存放在 EVM 兼容的钱包中,越早期进入的用户可以获得越多的 $UXUY。随着 UXLINK 的用户规模增长,用户赚取 $UXUY 的速度将会指数级减少,提出 $UXUY 的稀缺价值。UXLINK 称这种机制为 PoL(Proof of Link)。

销毁机制:$UXUY 可以被用来支付服务费(生态内交互的费用,UXLINK 还可以帮助用户用$UXUY 支付 Commission)。这些费用中,将会有 3% - 15% 被销毁,具体数值取决于 UXLINK 社区的治理决策。

治理代币 $UXLINK:主要用于治理和捕获 UXLINK 产品产生的价值。

1、供应:$UXLINK 有 10 亿枚的固定供应量。

2、释放:$UXLINK 将在上所后进行释放。

  • 社区部分:$UXLINK 代币将空投给活跃用户、构建者和合作伙伴。值得注意的是,一旦空投,没有锁定期,提供即时访问。

  • 合作伙伴部分:最初受限于 3 个月的锁定期,之后是 2 年的线性季度释放。这意味着每个季度逐步释放 12.5% ,共 8 个季度,促进长期参与。

  • 团队部分:在 6 个月的锁定期后,团队的$UXLINK 代币将进行 2 年的线性季度释放,每个季度释放 12.5% ,共 8 个季度,与项目的长期成功保持一致。

  • 国库部分:灵活释放。

我们可以预见,$UXUY 将在生态增长与裂变中发挥重要作用,即让用户真正获得激励,也让新用户能够获得 Web3 的核心体验。

销毁机制的存在也使得用户增长后,$UXUY 能够保持较为健康的流通水平。$UXLINK 也将在 UXLINK 的快速增长中捕获价值。

(来源:https://docs.uxlink.io/uxuy-labs-api/whitepaper/white-paper)

四、总结与展望

Mass Adoption 是 Web3 当前阶段面临的核心问题之一。在过去几年中,大量 Social、低门槛钱包、DID 项目在场景、入口等层面为传统用户扫清了进入 Web3 的障碍。

近期随着 SEC 通过 BTC ETF,Web3 再次冲进大量传统用户的视野,能够让传统用户无缝进入并深度体验 Web3 的应用将有可能在这轮周期中落地。UXLINK 抓住了熟人社交这一核心变量,把熟人社交作为底层逻辑,同时乘上了低门槛基础设施和 Web3 破圈的东风,将有很大的潜力在这一轮周期中获得成功。

从 Roadmap 上,我们能够真切看到团队在 Web3 Mass Adoption 上的愿景和信心,期待 UXLINK 的后续表现。

一文读懂Web3社交怪兽UXLINK

(来源:https://www.uxlink.io/)

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