我们为什么投资 Sophon？

深潮TechFlowPublished on 2025-05-28Last updated on 2026-06-16

Abstract

Sophon 正在构建覆盖游戏、社交、票务和 AI 等领域的 Web3 娱乐生态，致力于实现「技术隐形、价值可见」的主流化愿景。

撰文：Inception Capital

Sophon 是一个构建在 zkSync Elastic Chain 上的 Validium Layer 2 网络，致力于打造一个面向普通用户的 Web3 消费应用生态，覆盖游戏、社交、人工智能与预测市场等场景。

币安 Alpha 将于 2025 年 05 月 28 日 21:00（东八区时间）上线和开放 Sophon (SOPH) 的交易。此外，币安合约平台将于 2025 年 05 月 28 日 21:30（东八区时间）上线 SOPHUSDT 永续合约。

Inception 于 2024 年有幸参与了 Sophon 的早期投资。在祝贺 Sophon 即将上线币安的同时，我们也希望借此机会分享 Inception 于 2023-2024 年为何选择投资这个项目背后的判断。

1. Inception 和 Sophon 的渊源：

Inception Capital 作为一家区块链和前沿科技早期投资机构，一直关注链游和虚拟世界在链上的可组合性和用户增长潜力。Inception Capital 曾早期投资 Beam（原 Merit Circle），一个搭建在以太坊和 BSC 上的去中心化 DAO 链游公会。其创始人 Mark Borsten, 是一位资深游戏玩家，同时拥有多年加密投资的背景。

在与 Mark 交流的过程中，我们非常欣赏他对游戏体验与链上架构的独特理解。因此 2023 年当我们知道 Beam 也在开始孵化 Sophon 这条专为游戏和 AI 场景打造的高性能公链时，我们便开始与 Sophon 接触。在项目早期产品尚未成型、代币机制未验证、用户基础尚待建立的阶段，团队的判断成为我们投资决策的关键。尤其在游戏这一赛道，成功的团队往往本身就是游戏社区的深度参与者，对用户行为、文化氛围有深刻理解。

2. 为什么我们还需要面向游戏 / 娱乐的公链？

Sophon 不是一个空中楼阁式的新公链，而是源自 Beam 内部孵化的基础设施升级计划：Beam 自身已有超过 100+ 游戏项目。但长期来看，「每个游戏都搭自己链」并不现实——他们需要的是一条服务整个游戏生态、提供统一入口与底层协议的链。

然而，在游戏 / 娱乐这些赛道，大部分的主流链存在天然的限制，并未能真正解决一些具体的用户社群特点，比如：

以太坊主网：虽然网具备安全性保障，但高 gas 成本和低 TPS 不适合实时游戏场景
Solana：尽管性能强劲，但其生态更偏交易和 memecoin，缺乏面向游戏用户的激励体系
OP/Arbitrum 等通用 L2：基础设施扎实，但「游戏」只是其生态的一个小分支

这也正是为什么，尽管行业投入巨大、技术持续创新，加密货币仍局限于小众市场。Sophon 正是从根本上直面这些普及难题，其核心理念是关注游戏和更广泛的娱乐消费用户的真实需求。

正如 Sophon 创始人 Seb( 前 zkSync DeFi 负责人）所言，「我们不该继续强迫用户去适应区块链的复杂性，而是要把区块链的价值，通过用户早已熟悉的场景，如游戏、票务、社交等方式呈现出来，让他们在『不知不觉中』享受链上技术带来的好处。」这一理念与 Inception 一直以来推动区块链大规模普及的愿景高度契合。我们相信，未来当用户沉浸在娱乐、社交或 AI 互动中时，区块链的复杂技术将早已隐身于后台。

3. 技术架构上的前瞻性

Sophon 在技术上实现了显著突破，致力于重塑区块链的用户体验。其采用 ZK Stack 并结合 Validium 架构，将大部分交易处理迁移至链下，用户几乎无需感知 gas 成本，显著降低了使用门槛。同时，Sophon 支持原生账户抽象，允许用户直接使用谷歌账号登录，由智能合约自动托管私钥，有效消除了助记词带来的使用障碍。此外，平台运用零知识证明实现的批量验证机制，使交易确认时间大幅缩短，体验接近传统 Web2 支付。这一系列技术设计不仅关注性能优化，更聚焦于打造比 Web2 更便捷直观的区块链使用体验。

4. 目前发展

今年 5 月，Sophon 最新推出的 zkTLS 「Social Oracle」系统，使用户可以在保护隐私的前提下将 Spotify、Steam 等 Web2 平台上的成就和社交数据上链，打造更个性化的链上身份系统。截至 2025 年 5 月，Sophon 原生代币 SOPH 的市值达 3239 万美元，流通量为 328.9 亿枚，已上线 MEXC、KuCoin、Bitget 等交易所，并将在 5 月 28 日上线 Binance 现货和永续合约交易。Sophon 正在构建覆盖游戏、社交、票务和 AI 等领域的 Web3 娱乐生态，致力于实现「技术隐形、价值可见」的主流化愿景。

我们非常欣赏 Sophon 团队对长期主义的坚持和对 Web 2 + Web3 结合可能性的探索和创新，相信 Sophon 会和社区携手，共同打造一个繁荣、可持续的创新生态，造福创作者与用户。作为在行业熊市仍然在出手的为数不多的亚洲基金，我们也希望和更多拥有同样愿景的创始人合作。

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What is SOPHON

Sophon (Atomicals): A Comprehensive Overview Introduction In the rapidly evolving landscape of web3 and cryptocurrency, Sophon (Atomicals) stands out as a project aiming to redefine asset tokenization through innovative mechanisms. Inspired by the concept of 'Sophon' from Liu Cixin's acclaimed science fiction novel “The Three-Body Problem,” this initiative draws on advanced technological principles to create a seamless and efficient investment model. Focusing on transaction history and unique token definitions, Sophon (Atomicals) seeks to revolutionise how digital objects are perceived and valued in the cryptocurrency ecosystem. What is Sophon (Atomicals)? Sophon (Atomicals) represents a significant advancement in the application of Colored Coins technology. Within this framework, each ARC-20 token is uniquely coloured to correspond to 1 satoshi, the smallest unit of Bitcoin. This design underpins a robust value proposition, ensuring that each token's worth is intrinsically linked to Bitcoin's value. The project's primary aim is to facilitate a stable token economy. By anchoring the value of tokens to Bitcoin, Sophon (Atomicals) offers a safeguard against volatility, ensuring that even in scenarios where a token's value may approach zero, its underlying asset—Bitcoin—remains a tangible backing. This innovative economic model fortifies the project’s longevity and attractiveness to prospective investors. Creator of Sophon (Atomicals) The project finds its roots in the contributions of Rijndael (@rot13maxi), a noted figure in the crypto community, known for developing a BRC-20 token sniper robot named “Sophon.“ His credentials, which include a tenure as a chief engineer at AWS and contributions to Bitcoin development, lend credibility to the project. However, it remains unclear who specifically spearheaded the Sophon (Atomicals) project itself, leaving an enigmatic gap in its origin. Investors of Sophon (Atomicals) While the Sophon (Atomicals) project is backed by a forward-thinking technological framework, comprehensive details regarding its investors or supporting organizations are not publicly available. This lack of transparency regarding funding sources is not uncommon in the rapidly changing cryptocurrency space, where many projects are still in their developmental stages, relying on self-funding or private investments. How Sophon (Atomicals) Works The operational mechanics underlying Sophon (Atomicals) hinge on the application of Colored Coins technology. By ensuring that each ARC-20 token is anchored to 1 satoshi of Bitcoin, the project establishes a novel approach to digital asset management. Key characteristics that set Sophon (Atomicals) apart include: Stability through Bitcoin Anchoring: By embedding tokens with the value of 1 satoshi, Sophon (Atomicals) provides assurance to investors regarding the baseline value of their digital assets. Efficient Economic Model: The project is designed with a low gas cost for token creation, which minimises risk and enhances accessibility for investors. This model provides an opportunity for individuals to enter the crypto space without facing prohibitive entry costs. Preservation of Bitcoin Value: Even during challenging market conditions, the design mitigates risks, allowing investors to safeguard part of their Bitcoin holdings. Sopon's Token Design: The unique characteristics of its token design maintain mining difficulty similar to that of Quark, while employing intricate methods to lock in more Bitcoin value per token. This technical sophistication is a testament to the advanced thinking behind the project’s structure. Timeline of Sophon (Atomicals) Understanding the progression of Sophon (Atomicals) is essential for grasping its ambitions and achievements. Below is a timeline of key events: October (Last Year): The inception of the project, where Rijndael (@rot13maxi) developed the BRC-20 token sniper robot named “Sophon.” This event marked the initial step toward integrating advanced tokenomics into the crypto landscape. Development Progress: As of the last project update, Sophon had registered a completion rate of 9.26%, indicative of consistent progress and the ongoing refinement of its technologies. Key Milestones: The project has set its sights on securing 420 Bitcoin as part of its completed objectives. This ambitious target underscores its potential market value and the high expectations surrounding its success. Unique Aspects of Sophon (Atomicals) Sophon (Atomicals) captures attention through several unique aspects that bolster its appeal within the crypto market: Innovation with Colored Coins Technology: By anchoring each token to Bitcoin’s smallest unit, Sophon (Atomicals) differentiates itself from traditional token models, presenting a gripping narrative of security and stability. An Efficient Economic Framework: Designed to accommodate low gas costs, the project minimises transaction fees, thereby encouraging active participation from investors of varied financial capabilities. Forward-looking Investment Opportunities: With its foundation deeply tied to Bitcoin, Sophon (Atomicals) provides an attractive opportunity for long-term value appreciation—an essential consideration for savvy investors aiming to optimise their assets. Robust Mining Practices: Maintaining consistent mining difficulty akin to that of Quark ensures that the project remains competitively viable while safeguarding value retention for its stakeholders. Conclusion In a cryptocurrency landscape teeming with innovation, Sophon (Atomicals) emerges as a project with the potential to reshape asset tokenization and digital investment paradigms. By marrying advanced technology with a solid economic model, it positions itself as a stable and promising investment opportunity. As the project evolves, its alignment with Bitcoin's intrinsic value could pave the way for lasting success in both the web3 and wider crypto ecosystems. Sophon (Atomicals) encapsulates the spirit of modern finance, characterised by visions of tomorrow, technological advancement, and a commitment to securing the future of digital assets. As investors and developers alike look towards the horizon of cryptocurrency, Sophon stands poised to be a significant player in the continuing evolution of this dynamic market.

336 Total ViewsPublished 2024.04.03Updated 2024.12.03

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