新加坡Token2049,相遇在两个十字路口

MarsBitPublished on 2023-09-18Last updated on 2023-09-19

Abstract

正是在这个世界的十字路口上,我看到了 Web3 将东西方的技术、叙事融合起来,连接到最需要它的人民手中。一个新的十字路口正在形成。

时隔一年,乘飞机再次顺利降落新加坡樟宜机场。

新加坡


图片来源:作者提供,金沙酒店
1965 年,新加坡被迫独立的那一刻,李光耀应该没想到,当时那个贫穷、混乱、危机四伏的小岛,现在已经成为世界知名的贸易金融口岸。这个面积还不到广州十分之一的小国家,2022 年 GDP 总额达到了 4600 亿美元,超过广州,人均 GDP 更是突破 8 万美元。
处在在世界上联通东西方最重要的口岸——马六甲海峡,新加坡将东方的威权政治与西方的自由贸易、契约精神融合在这座港口上,成为东方与西方、新兴国家与发达国家交汇的十字路口。
今年 9 月,新加坡 Web3 行业变得非常热闹。在其南部的旅游胜地滨海湾,第六届 Token2049 开幕。即使市场正处于深熊时刻,这场大会依旧汇集了众多 Web3 从业者前来参加。

新加坡


图片来源:作者提供,Token 2049 主会场
「我们 3WW3 亚非拉 Web3 研究院致力于新兴国家 Web3 生态发展与研究,通过 Web3 解决当地的经济社会问题。」这群来自亚非拉 Web3 研究院的朋友说。
我还是第一次在行业里听见「亚非拉」这个历史教科书上的词汇。怀着浓厚的兴趣,经过深度交流后,发现非洲、拉美以及南亚等地区的新兴国家与 Web3 结合,或许真的是潜在的大机会。接下来,在他们的热情邀请下,我们结伴参加 Token 2049 活动。

新加坡


图片来源:作者提供,Marina Bay
另类「助学基金」
第二天一早,我们相约来到了新加坡国立大学(NUS),与一群对区块链感兴趣的朋友相遇。其中,一个名叫 Nguyen Minh 的越南年轻人吸引了我的注意。
Nguyen Minh 来自越南胡志明市的一个普通家庭。他的家庭条件并不富裕,但他对学习和探索新事物的热情从未减退。2021 年大学期间,Nguyen 通过当时一款火爆的 Gamefi 应用接触到 Web3,他开始投入大量时间在这个平台上。通过自己的努力和策略,他赚取了一笔可观的收入,正是用这笔收入,他支付了他在新加坡留学的费用。
「如果没有 Web3 的话,我可能在越南服装厂上班,它(Web3)彻底改变了我的生活。」
当然,这笔收入还不能完全覆盖他现在的生活费用。为了生活,他还在课余时间参与了多个 Gamefi 和游戏公会,通过这些项目赚取生活费。
他告诉我,Web3 为他打开了一个全新的世界,让他看到了更多的可能性和机会。
Web3 除了让向 Nguyen 这样的年轻人走出国门改变命运之外,也给了许多人改变生活的机会。

新加坡


图片来源:作者提供,新加坡国立大学
面包与牛奶
紧接着,在朋友的引荐下,我们拜访了从阿根廷来新加坡访问的大学教授 Marcos。
近年来,阿根廷的通货膨胀率达到 100%,相当于一年内物价翻倍。比索的快速贬值,导致阿根廷人将目光放到了加密货币上。
「阿根廷的通胀问题使得当地的经济和社会受到很大的影响。」Marcos 告诉我们,阿根廷的货币市场一直处于混乱之中,高通胀、高利率将这个国家的未来放到了一辆不知开往何处的列车上。无论是企业还是个人,都对未来充满了不确定感。
当被问到加密货币对他的最大价值是什么,Marcos 说,「这决定着我明天买面包的时候,会不会再给我的孩子买一瓶牛奶。加密货币对我们的意义不是赚更多钱,而是免于损失」。

新加坡


图片来源:推特,Erik Voorhees 演讲现场
当然,面临这样问题的不仅仅是阿根廷一个国家,很多新兴国家都面临通胀与货币贬值的问题。在政府限制外汇交易以及高额换汇手续费面前,通过加密货币维持资产保值,成为亚非拉地区很多人不得已的选择。
离开新加坡国立大学,我们正式开始了新加坡 Token 2049 的行程。

新加坡


图片来源:作者提供,新加坡国立大学人文社科学院
来自加德满都的期望
在参加完一个又一个会议,正感到些许疲惫的时候,我们在会场遇到了一个尼泊尔青年 Bikram。
在交流 Web3 之余,他热情地向我介绍尼泊尔本地的旅游景点和历史,邀请我有时间去一定去尼泊尔旅游。Bikram 告诉我,他在 2019 年之前一直在尼泊尔的首都加德满都从事导游工作,压根没有接触过 Web3 与加密货币。
那时,他每天都会带领游客穿梭在古老的寺庙和繁忙的市场之间,分享着尼泊尔的文化和历史。然而,一次偶然的机会,他遇到了一群正在讨论加密货币的外国游客,这种全新的货币深深吸引了 Bikram。
在游客的指导下,Bikram 学会了如何使用加密货币,并且游客还帮助他注册了一个加密货币账户,转给了他第一笔 USDT。这笔钱虽然不多,但对 Bikram 来说,它意味着一个全新的开始。
从那时起,Bikram 开始在业余时间深入研究加密货币和 Web3 技术。他发现,这个领域存在无限的可能性和机会。2021 年,他决定放弃稳定的导游工作,全职投身于加密货币行业。这个决定改变了他的人生轨迹。
在短短的时间内,Bikram 的收入翻了五倍。他开始走出国门,参加各种会议和活动。两周前,他去了韩国,与那里的加密货币爱好者交流,结识了很多有趣的人。
现在,Bikram 站在新加坡的 Token2049 会场上,他现在最感兴趣的事情是将更多尼泊尔人带到 Web3 世界中来,同时也将尼泊尔的文化与历史通过 Web3 传播到全世界。

新加坡


图片来源:作者提供,克拉码头
相遇在新的十字路口
又回到樟宜机场,结束了这一周的行程。在新加坡,东亚、马来、印度与西方的文化、信息与资本被浓缩到这个面积不到 800 平方公里的土地上,使这里成为汇通世界的十字路口。
正是在这个世界的十字路口上,我看到了 Web3 将东西方的技术、叙事融合起来,连接到最需要它的人民手中。一个新的十字路口正在形成。
未来依旧可期。

新加坡


图片来源:作者提供,鱼尾狮公园

Related Reads

AAOI Defies Trend with Over 10% Surge, 'New Stock God' Serenity Predicts Potential to Double Again

On June 4th, despite a significant sell-off in the broader AI and semiconductor sector triggered by Broadcom's disappointing guidance, Applied Optoelectronics (AAOI) surged over 11%, showcasing a sharp divergence in market sentiment. Broadcom's warning about potential supply chain diversification by key customer Google and a weaker-than-expected outlook punctured the high-flying AI valuation narrative. This led to heavy selling in names like Broadcom (-12.6%) and Micron (-7%), with funds rotating into traditional industrial stocks. AAOI defied this trend. The stock has experienced high volatility recently, driven by bullish analyst coverage, notably from Rosenblatt which raised its price target to $220. Key catalysts include initial 800G optical module revenue from Amazon, potential certification from Oracle, and strong demand across its product portfolio. The company has reported cumulative orders for 800G/1.6T modules exceeding $324 million and is aggressively expanding manufacturing capacity in Texas, targeting an annualized run-rate of $1.4 billion for its module business by Q3 2027. However, AAOI's fundamentals present a mixed picture. Its Q1 2026 results missed expectations, showing a GAAP net loss, and Q2 guidance points to merely breakeven adjusted EPS. Risks include a delayed 800G production ramp to the second half of the year and high dependence on a few key cloud customers. Recent stock sales by company executives near price highs also noted. The article suggests AAOI's rally reflects a market beginning to differentiate within the AI ecosystem. While Broadcom's issues prompted a reassessment of custom ASIC and customer concentration risks, funds flowing into AAOI indicate a belief that the "physical bottleneck" narrative for optical connectivity—where supply remains tight—remains intact and is somewhat decoupled from the current sector weakness. The sustainability of AAOI's premium valuation now hinges on the successful execution of its production plans and upcoming quarterly results.

marsbit15m ago

AAOI Defies Trend with Over 10% Surge, 'New Stock God' Serenity Predicts Potential to Double Again

marsbit15m ago

Worried about AI's Self-Evolution, Anthropic Intends to Stop Training?

In early 2026, Anthropic signaled a significant shift in its public narrative regarding AI development timelines and safety. In June, its Anthropic Institute published a detailed article, "When AI builds itself," presenting internal data suggesting accelerating AI self-improvement. Key figures included over 80% of merged code being written by Claude and a 52x speedup in certain optimization tasks. The article outlined three future scenarios, with the most speculative being full recursive self-improvement (RSI), where AI autonomously builds better successors. Anthropic stated RSI is "possible" and may arrive faster than most institutions are prepared for. This narrative pivot followed a series of strategic moves. In January, CEO Dario Amodei wrote about a powerful self-improvement feedback loop. In February, Anthropic revised its Responsible Scaling Policy, removing a core commitment to pause training if capabilities outstripped safety controls, citing the risk of falling behind competitors. This change coincided with reported pressure from the US Department of Defense. By May, Anthropic's valuation had soared to $965 billion. Anthropic's stance was mirrored by other industry leaders. DeepMind CEO Demis Hassabis adjusted his AGI timeline to "by 2029" and admitted to using provocative language like "foothills of the singularity" to create urgency. OpenAI also released a model claiming a key role in its own creation process. The article's carefully calibrated tone—presenting dramatic data alongside qualifying footnotes—exemplifies a balancing act between signaling technological acceleration and managing commercial, regulatory, and safety imperatives. External experts offered contrasting interpretations of the same data, from warnings of catastrophic risk akin to Chernobyl to skepticism that current automation merely handles "grunt work," not genius. The coordinated narrative shift among top labs highlights the complex interplay between perceived technical inflection points and strategic communication aimed at investors, regulators, and the public.

marsbit17m ago

Worried about AI's Self-Evolution, Anthropic Intends to Stop Training?

marsbit17m ago

Trading

Spot
Futures

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片