加密世界已有多巴胺疲劳,市场如何从短期刺激中自救?

链捕手Pubblicato 2024-09-05Pubblicato ultima volta 2024-09-05

原文来源:Galois Capital X 账号

作者:Galois Capital

编译:深潮 TechFlow

 

看来,自从 Twitter 的默认算法更改后,加密货币领域的叙事变得不那么强烈了,感谢 AlokVasudev 的提醒。我猜想,大约一半的加密推特用户仍然停留在「为你推荐」的信息流中,这种信息流推动了类似 TikTok 的互动。

由于选举临近,这个信息流往往会展示更多极具争议的政治话题。而另一半用户则在「关注」信息流中,这个信息流的算法可能已经改变,也可能没有。

无论如何,当注意力如此分散时,长期的叙事似乎更难以形成。因此,似乎没有什么能够持续,叙事的周期显得非常短暂且缺乏持久性。

此外,由于我们隐约感到基础设施过剩而杀手级应用不足,且很少有项目真正实现产品市场契合度,我们正处于一个充满模仿行为的周期阶段。

DriftProtocol 借助 Polymarket 的成功推出了预测市场。同时,sunpumpmeme 和 ethervista 也在模仿 pumpdotfun。

从一个角度来看,业界在应用创新上似乎已经黔驴技穷,因此选择复制那些已经取得成功的项目是最好的策略。换个角度看 Polymarket 和 pumpdotfun 可能因 Twitter 算法的变化而意外获益。

「为你推荐」信息流中的极具争议的政治话题,或许增加了 Polymarket 用户的下注意愿。你可能会认为,这种现象与即将到来的选举被认为是对行业最重要的选举之一这一事实相互交织。

我不禁想,这是否是一种反射机制。或许更大的政治极化和对加密货币的关注,导致更多的政治捐款,进而促使政客更加关注和讨论加密货币,最终让更多的加密推特用户关注政治。

换句话说,是否可能随着行业对政治的关注增加,政治也对行业投入更多的关注?

从另一个角度来看,算法的改变导致长期叙事无法形成,这可能无意中让 pumpdotfun 及其短期叙事受益。

当注意力变得分散且时间变短时,复杂的机制设计问题对于那些受到多巴胺影响的人来说显得过于繁琐。同时,人们的赌博倾向增加,这与 Robinhood 将交易游戏化时股票上涨的情况类似。

这引出了两个问题:

1)我们如何回到一个更好的时代?

2)如果无法回到过去,那么在加密推特用户持续注意力缺陷的情况下,哪些币种会表现良好?

对于第一个问题,我认为由于加速主义的影响,我们已经开始感受到多巴胺的疲惫。一旦这种情况结束,我可以预见到人们会转向更高质量的选择,拒绝现代性,回归本真。这对于加密货币来说,可能是一个新反动主义的时刻。

对于第二个问题,在等待的过程中,我们不妨寻找一些简单易懂且刺激性强的项目,追求短暂的快感。在这种情况下,你可能需要快速行动,以免陷入上瘾的困境。

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