StepN 出圈效应背后，去中心化机器金融会迎来爆发吗？

IOSGPublished on 2022-04-19Last updated on 2022-04-19

Abstract

MachineFi 作为连接虚拟和现实的桥梁，这个赛道的增长空间巨大，一切都才刚刚开始。

是新瓶装老酒还是一代新人换旧人？
最近笔者的一个圈外朋友说自己原来从不运动的老婆这一个月天天准时到楼下跑步，还买了价值几千块的虚拟鞋子，赚一个叫 GMT 的代币。这不禁让人心生感慨，STPEN 出圈效应怎么如此强大，当然抛开其 Ponzi 的经济模型和精美的 NFT 设计不谈，把运动、娱乐和赚钱效应结合起来无疑是它成功出圈的重要原因，毕竟这事听着就很好玩不是？
这件事其实也算第一次验证现实生活中的娱乐和链上经济紧密绑定的可能性，Move2Earn, Ride2Earn 不再是几年前 IoT+Blockchain 那么干巴巴的概念，也让我们对 MachineFi 的未来有了更多的信心。

（图片来源：Twitter @RayXiao11）
MachineFi 方向的未来市场规模会有多大？
这个赛道的基础设施项目在 18-19 年大量涌现，目前无论是从网络节点覆盖度、实际业务推进成熟度以及公司市值来说，Helium 与 IoTeX 都是当仁不让的头部项目。
约 40 个 IoT & BC 项目发行了代币（见下图）

2022 年总 FDV 为 $14.9B，增长率为 223%

（数据来源: Coinmarketcap, Deloitte<IoT powered by Blockchain>, Gartner, IDC, Multicoin Capital）
上图中约 70% 的项目诞生于 2018-19 年，其中 25% 仍然活跃，而其余的不是毫无动静就是几乎不见踪影。目前整个赛道的增长主要是因为 Helium、VeChain、IOST 和 IoTeX 代币的拉动。
我们以最活跃的网络 Helium 为例。在 2021.06 年，该网络每月花费的 Data Credits 达到 100 万美元（0.0001 美元 = 1 字节数据），这意味着网络中帮助 IoT 设备传输了 9.31GB 数据，这相比于目前全球的 IoT 设备产生的数据量 17.3ZB 其实还是九牛一毛（1ZB= 10000 亿 GB）。而根据 Gartner 和 IDC 的预测，到 2025 年，全球所有 IoT 设备将产生 79.4 ZB 的数据。这都说明了这个赛道的增长空间巨大，一切都才刚刚开始。

（图片来源：Messari）
MachineFi 一些有趣的应用场景
目前 MachineFi 除了一些中间件的开发（包括：跨链桥、智能设备链上 DID、用户操作面板、附带运算能力的 Oracle）之外，已经有 20 多个生态项目陆续上线。

（图片来源：IOSG Ventures）
MachineFi + GameFi

IoTeX Monster Go: 是一款在真实地图和怪兽战斗并获得奖励的游戏（玩家的定位会通过 gps 设备采集，类似链上版本的 Pokeman Go），游戏还包括怪兽进化、升级、技能系统、矿山争夺、竞技场等玩法。

（游戏界面）
MachineFi + NFTfi

Sumotex: 是一个现实房地产 NFT 上链并且可以碎片化投资的项目，投资者不仅可以投资现实的房产还能在链上 Metaverse 中获得虚拟的对应 NFT，而链下关于房产的信息验证是通过 IoTeX 区块链技术完成。

（sumotex 经济系统）
MachineFi + Move to Earn/Ride to Earn

MobiFi: 是一个专注欧洲 Mobility as a Service 市场的项目，对于低碳出行（比如：骑车出行）的用户，系统会激励他们赚取 token 收益。并且最近该团队也在推出他们自己的 NFT 鞋子，预计会成为他们生态中的 utility NFT。

（MobiFi 官方发布稀有 nft 鞋子）
为什么我们支持 MachineFi 团队？

（IoT 区块链基础设施比较）

更好的时机
相比于 5 年前几近荒芜的链上世界，如今 Web3 正在一步步从故事变成现实，金融、游戏、数字娱乐、社交各种链上应用场景涌现，链上的数据和经济体正在爆炸式增长。许多人一直怀疑 IoT+Blockchain 的故事，但我们认为现在是让更多用例变得更有意义的好时机 —— 将现实世界的各种物联网设备、智能设备通过 MachineFi 网关将他们的数据 / 资产 / 价值连接到 Web3。

坚持耕耘的团队
MachineFi 背后的团队（也是 IoTeX 的核心团队）其实在过去几年的多轮牛熊中一直排除各种质疑和市场噪音坚持在技术开发、业务推广上保持着稳步向前的节奏，目前从网络效应、业务覆盖面、社区活跃度上是在这个赛道里为数不多的头部团队。上个月他们刚刚官宣了和 Google Cloud 的合作，接下来还会陆续有重磅的合作消息推出。
长期看好以 MachineFi 连接现实和链上的需求

经过分析 STEPN 案例，我们知道虽然它的成功具有一定偶然性，但也侧面证明了链上 token 工具对现实世界中一部分应用（尤其是娱乐相关）的 UA 能力有着低成本、高效率的推动作用。这也是为什么我们认为 MachineFi 作为区块链网关，目前连接的游戏、娱乐、健康等场景都是颇具意义的。

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