当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

Odaily星球日报Publicado a 2024-02-05Actualizado a 2024-02-05

Resumen

Web3社交新故事:meme的发射站。

原创 | Odaily星球日报

作者 | 夫如何

当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

社交一直是互联网“王冠”上最闪亮的明珠,是Web2流量主阵地。但Web3社交并未延续这一传统,依旧没找准需求,并属于相对小众的存在,虽然偶尔会有个别项目异军突起,但终会随着时间而热度消散。

不过如果将最能调动市场情绪的 meme 代币和社交相关联,能否带Web3社交走出困境呢?

最近,头部 Web3 社交协议 Farcaster 或许能回答这一问题。

Farcaster 基于以太坊构建,并利用其进行用户身份管理的去中心化社交协议。该协议使用 L2 网络在其用户之间(Farcaster Hubs)推广更新,官方客户端是 Warpcast。早期 Farcaster 采用的是邀请制,用户以及构建者多是 VC 和以太坊开发人员等,后在 2023 年 10 月,Farcaster开放无许可注册,允许任何开发人员构建应用。

随后,今年 1 月 27 日,Farcaster 推出交互式功能 Farcaster Frame,该功能是 OpenGraph 标准的扩展,可将静态嵌入转变为交互式体验,允许用户在 Warpcast 或任何其他 FC 客户端中使用民意调查、实时动态或交互式图库,开发者能够通过 Warpcast feed 的深度嵌入和简单的点击来让用户与产品进行交互。

该功能的推出使 Farcaster 的 DAU(每日活跃用户量)激增,从 1 月 26 日开始,不断突破新高。下图是 pixelhack 整理的 DUNE 数据仪表盘。

当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

DAU 新高除了协议自身更新功能外,meme 代币在其中也是功不可没。设计者本以为这一新功能会成为 NFT 创作者的补充销售渠道,却意外构成了 meme 病毒式传播的重要渠道。

根据近 7 日 Farcaster 受欢迎度排行榜来看,前排皆是 meme 传播推文。

当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

本次 meme 代币和 Farcaster 联动中,大多数 meme 代币在 Base 上铸造,又称为 Base MEME Season,这不由让人想起去年同样在 Base 上爆火的 Friend.tech,不过不同的是,本次 Farcaster 概念 MEME 币已出现上亿市值的“金狗”——Degen。

Degen 诞生于前段时间的 Warpcast 发币潮,但是 Degen 的代币获取玩法将 Farcaster 与 meme 融合更为彻底,所以在本次 meme 浪潮中脱颖而出。

Degen 的模式其实很简单,根据其代币经济学来看,DEGEN 代币总量 370 亿枚,创世时全部铸造, 4 年后将开始每年 1% 的永久通胀率。代币分配如下图:

当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

在 70% 捐给社区中,空投 1 占比 15% (已完成);空投 2 占比 20% (进行中);空投 3 占比 25% ;10% 用于流动性挖矿。

在 15% 用于项目开发和生态建设中, 10% 锁定至 2024 年 7 月 8 日,两年内 5% 归属。剩余 15% 作为 LP。

空投 1 阶段中,用户在 Warpcast 上发帖,带着代币符号,然后帖子数量来进行空投,现在已经结束。

目前开启空投 2 阶段,空投 2 更注重用户之间的交互,用户通过在 Farcaster 上接收他人的小费来赚取积分,小费来自每天官方给予您账户的额度,将钱包链接到 Degen 网站即可看到。

在 Warpcast 平台上,Degen 社群频道已有 1.3 万人关注。DEGEN 代币从 1 月 7 日上线 Uniswap 后,代币价格最高涨幅超 5000 倍,目前价格回落至 0.002615 USDT,市值跌破 1 亿美元。

当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

除此之外,代币 FAR 和 SPAM 也是和 Degen 同期诞生,代币均呈现一定程度的上涨、或受 DEGEN 的财富效应,Farcaster 上充斥着大量各种各样的 meme 代币,如 FRAME、CAST、POINTS 等。

在此,Odaily星球日报建议用户可以通过Farcaster Dune 数据仪表盘看哪些 meme 推文更受欢迎,以此来判断项目热度。

Farcaster 与 meme 代币的联动似乎让社区看到Web3社交的另外一种出路,不要想着替代 Twitter 和 Facebook,不如着眼于加密原生概念,走出属于加密世界自己的道路,比如成为 meme 代币社交发射平台。

虽然 Farcaster 自始至终都没有主动配合 meme,尤其官方客户端是 Warpcast 也面临着流量冲击导致的性能下降,但至少自身的热度随着 meme 而水涨船高,根据苹果商店数据显示,目前 Warpcast App 下载量在免费榜排名 38 。

当SocialFi代表Farcaster的更新被meme们盯上,剧情有了新走向

与此同时,Farcaster 系客户端也在热潮中收获关注,包括:音频社交应用Aburra、信息流创建与分享应用Discove、体验接近 Discord 的Farcord、问卷应用FarQuest 等。

不过这波 meme 热度能持续多长时间,是否能成为 meme 玩法的主阵地?我们暂时还不敢对 meme 联动 SocialFi 平台抱过高期待。

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