马斯克领导的 Twitter,会变成 Web3 平台吗?

Odaily星球日报Published on 2022-10-27Last updated on 2022-10-27

Abstract

不出意外的话,特斯拉首席执行官 Elon Musk 将在本周五前完成对 Twitter 收购。

不出意外的话,特斯拉首席执行官 Elon Musk 将在本周五前完成对 Twitter 收购。

据悉,为这笔交易提供总计 130 亿美元债务融资的银行已经完成了最终信贷协议的起草,目前已到了签署文件阶段。知情人士称,Elon Musk 在电话会议上甚至还承诺收购 Twitter 的交易完成后将帮助银行向基金经理推介债券,而 Binance 首席执行官赵长鹏也公开表示将为 Elon Musk 提供资金支持。

无独有偶,就在 Elon Musk 敲定收购 Twitter 的前一天,有消息称这家社交媒体巨头正在开发一款支持存款和取款的加密货币钱包,人们不禁想问,如果 Elon Musk 周五真的完成收购,Twitter 未来会变成一个支持加密钱包的 Web3 平台吗?

Twitter 的加密计划不止钱包

10 月 25 日,知名科技博主Jane Manchun Wong在社交媒体上披露 Twitter 正在开发一款自己的加密货币钱包,目前“该钱包原型已支持加密货币存款和取款”。截至目前,Twitter 尚未就 Jane Manchun Wong 披露的信息做出官方回应,同时也没有公开宣布任何此类产品,虽然暂不清楚 Jane Manchun Wong 从何处获得了相关信息,但据她此前经历判断可能从公开代码中找到这一线索。

实际上,早在一年之前 Twitter 就开始探索在其平台引入各种与加密货币相关的功能——

● 2021 年 9 月,宣布推出支持比特币的“小费”服务(2022 年支持以太坊);

● 2021 年 11 月,整合 Web3 dApp;

● 2022 年 1 月,允许用户从以太坊钱包链接到 Twitter 账户并选择钱包中的 NFT 并将其设置为推特头像;

● 2022 年 10 月,与OpenSea 、Rarible、Magic Eden、Dapper Labs 等合作,为NFT启动一项“Tweet Tiles”的功能,使开发人员和收藏家能够通过创建帖子和增强视觉显示来扩展NFT体验,并且嵌入“Call to Action”按钮以促进销售。

不仅如此,Elon Musk 在收购 Twitter 期间曾放出豪言要治理平台垃圾信息问题,并考虑使用加密小额支付。你会发现,上述所有功能都离不开加密钱包的支持,如果 Twitter 推出自己的加密钱包,无疑将大幅减少交易复杂度并提升易用性,也会把这个基于内容创建的社交媒体网络变成一个成熟的 Web3 平台。

Twitter 能让 Web3 变得更好

放眼如今的全球几大科技巨头,Apple 公司对加密货币置若罔闻、Meta 一心扑在元宇宙虚拟世界里、Amazon 几乎在区块链市场里没有建树(但间接提供了 AWS 服务)。相比之下,Twitter 可以算是迈向 Web3 世界影响力最大的互联网巨头。

坦率地说,Twitter 或多或少继承了其创始人 Jack Dorsey 的去中心化精神,因此在 Web3 市场布局也更具前瞻性。Web2 社交媒体的最大特点就是“围墙花园”,如果你在 Twitter 上开设一个帐户需要从零关注者开始起步,之后累积的粉丝群也无法移动到其他平台。Web3 引入了减少中介数量的解决方案,创建一个开放的生态系统实现全新数字化形式,并赋予个人更多控制内容的权力——这种全新模式无疑会给 Twitter 注入新的活力,甚至可能进一步扩大其用户群规模。

另一方面,如果参考 Reddit 最近在 Web3 领域里的成功经验,或许对 Twitter 加快布局 Web3 就不会那么意外了。Reddit 第二批 Avatar NFT 可收藏头像推出后 24 小时便售罄,交易额更是短时间内突破 700 万美元,更是吸引了超过 300 万用户使用 Reddit 的 Vault 钱包创建加密地址(其中 250 万个钱包是为购买 Reddit 推出的 NFT 而创建)。事实上,Twitter 早在 2021 年 9 月就率先推出了 NFT 头像设置功能,要知道,相比于 5200 万日活用户的 Reddit 平台而言,Twitter 日活用户高达 1.26 亿,因此如果能“借鉴”好 Reddit 的成功经验,Twitter 很可能会大幅推动 Web3 采用。

不可否认,现阶段 Web3 要走的路还非常长,更需要需要 Twitter、Reddit 这些相信开源、透明、平等精神的平台来推动。虽然目前还只是初级阶段,但已经有越来越多 Web3 支持者都在努力布道,构建基础设施,相信互联网用户拥有更多权利的时代会很快到来。

Trending Cryptos

Related Reads

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

链捕手3h ago

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

链捕手3h ago

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

marsbit6h ago

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

marsbit6h ago

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbit7h ago

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

marsbit7h ago

Trading

Spot
Futures

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

433 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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 BTC (BTC) are presented below.

活动图片