解读 puffpaw:融资 600 万美金 + 熊链预期,“戒烟 to Earn” 与 DePIN 结合是门好生意吗?

深潮Publicado a 2024-09-05Actualizado a 2024-09-05

电子烟 DePIN 化,抽烟游戏化。

作者:深潮 TechFlow

市场沉闷,除了狂赌MEME,还有哪些新项目和叙事会让人觉得与众不同?

一个略显玩笑的回答可能是,对韭菜来说,戒赌可能不如戒烟。

对 VC 来说,卷完基建,也该卷戒烟了。

昨日,berachain 上主打“戒烟 to Earn” 的项目 Puffpaw 完成600万美金种子轮融资,Lemniscap 领投,Volt Capital、Spartan、Folius Ventures、Karatage、Seed Club Ventures、Hypersphere、Panga Capital、EVG、Corner、Social Graph Venture 和 Nonce Classic 等参投。

以及,我们对 DePIN 的想象力还是太贫瘠了。

戒烟 to earn 听起来略带喜感,但 puffpaw 是有自己的 DePIN 设备的 --- 通过在智能电子烟上安装传感器和区块链接口,记录用户的吸烟行为,达到监控和激励的效果。

换个电子烟抽,还能顺便撸点币,这个模式在推进阻力以及公益美誉度上,似乎都占了好处,看起来也更容易执行。

电子烟 DePIN 化,抽烟游戏化

显然,Puffpaw 在本质上,设备还是属于电子烟。

不过数据显示,从 2023 年到 2030 年,全球电子烟市场复合年增长率 (CAGR) 将达到 12.49%。整个市场的价值从 2022 年的 183.2 亿美元预估会增加到 2030 年的 469.8 亿美元。

这意味着,puffpaw 出现在电子烟市场的上升期中。烟民相对游戏玩家、科技极客或是运动者(参考StepN)来说肯定基数更大,而且抽烟的习惯更容易维持。

这确实是一个很大的市场。但你可能会问,电子烟不还是烟么,这样抽能达到戒烟的效果吗?

先别急,我们来看看 PuffPaw 自己的电子烟,项目在英文语境下描述为“Vape”。

Vape是"Vaporizer"(汽化器)的简称,通常指电子烟或电子尼古丁传送系统(ENDS)。通俗理解即电子烟设备,用于将液体加热成蒸汽供使用者吸入。

与传统香烟的区别,不燃烧烟草,因此不产生焦油和许多与燃烧相关的有害物质;可以精确控制尼古丁摄入量,产生的是蒸汽而非烟雾,气味较轻。

这玩意有个很明显的特征:设备DePIN化,抽烟游戏化。

设备 DePIN 化,是指内置了传感器和区块链接口,能够实时记录用户的吸烟行为数据,如吸烟频率、持续时间、尼古丁摄入量等。

Puffpaw 的官推表示,一个电子烟设备可以被看做项目网络中的一个节点,在贡献数据的同时,被加密后上传到区块链,确保隐私和安全。

同时匿名化的健康数据可以提供给医疗研究机构、保险公司等,用户因此获得额外收益。

而在另一端用户上,Puffpaw 则通过游戏化的方式鼓励你减少电子烟中尼古丁含量,获得更多代币,即所谓的“Vape to Earn”。

这个游戏化的核心,在于将戒烟过程转化为一种有趣且有回报的体验。

首先是设定目标,用户可以设定每日吸烟次数限制或逐步减少的目标;其次达成目标或减少吸烟量后会获得代币奖励。

此外,Puffpaw 还设计了社交元素。不同玩家的电子烟设备通过嵌入式 NFC 能够互相识别数据,用户只需将他们的 vapes 敲在一起即可立即连接。这也为戒烟小组或者找到志同道合的“烟友”创造了条件。

据 Puffpaw 公开资料显示,之所以能够帮助戒烟,主要还基于以下游戏化的策略:

  1. 渐进式减量:通过精确控制尼古丁摄入量,用户可以逐步降低依赖。

  2. 激励机制:使用低尼古丁或无尼古丁的电子烟款,可以获得更多代币奖励,鼓励用户逐步过渡。

  3. 因素权衡:由于加入了游戏和代币规则,那么抽烟者必须在几个因素中进行权衡和组合,以最大化获取代币的机会。

比如,如果你选了含尼古丁量大的烟液,那么你每天抽的多,预期得到的代币就会少;反过来没有尼古丁添加的烟液,相同抽的频率下得到的代币会更多。

同时,项目也考虑了一些虚拟的NFT玩法,例如不同的实体电子烟设备对应绑定的NFT等级不同。相同条件下,必然是等级高的NFT代币产出会更多。

所以总体上看,这是种 DePIN + GameFi 的玩法,把 StepN 缺真实跑鞋的那部分给补上了。

能成吗?

考虑到国内的情况,Puffpaw 肯定是瞄准更大的海外市场;而不同国家的电子烟配套销售机构或许会成为该项目的合作对象。

目前,Puffpaw 已经与韩国当地的电子烟烟液品牌合作,研究不含尼古丁的电子烟成分,合作推出相关产品。

同时项目的博客显示,其得到了Berachain 基金会的支持,作为 Berachain 上的第一个 DePIN 项目,受益于Berachain的基建和社区。

考虑到 Berachain 生态里还有其他 DeFi 项目和 NFT 项目,Puffpaw 看起来很容易和这些别的项目展开合作,比如持有 a NFT 即可对应自己电子烟设备的使用权,或者是加速戒烟 to earn 的效率等。

Berachain 无论从形象还是机制设计上都有点特立独行的意味,这个戒烟项目也很容易成为一个有趣的吸引点和话题。

再回到项目本身,如果某人本身是烟民,那么转化成本相对以前其他项目来说是更低的。

你可以懒,不想挂着一个NFT跑鞋去跑步;你可以设备差,没一个好电脑玩链游;你可以怕,不敢扫描虹膜上传身份信息...

但换个电子烟抽,阻力似乎确实小很多。

最后,吸烟有害健康,健康的看待新项目和模式才是正确姿势。

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