Mask创始人回应接管Lens:坚持弱金融强社交的产品,才是Crypto未来的方向

marsbitPubblicato 2026-01-21Pubblicato ultima volta 2026-01-21

Introduzione

在大多数人眼中,去中心化社交赛道似乎已被证伪,多个早期高融资项目进展甚微,龙头Farcaster宣布转型钱包,Nostr用户活跃度大幅下降,用户日益集中于X、Threads等中心化平台。 在此背景下,Mask Network宣布接管Lens Protocol引发关注。Lens由DeFi顶级项目Aave创始人Stani创建,号称拥有11万活跃用户。Mask Network在去中心化社交领域布局广泛,曾收购Mastodon第二大服务器,并开发了知名第三方客户端Firefly。此次接管被视为对“弱金融、强社交”产品方向的坚持,Mask创始人认为这才是加密未来的发展方向。

在大多数人眼中去中心化社交这个赛道似乎已经被证伪,几年前数千万融资的项目没有任何进展,连龙头 Farcaster 都说转型钱包,推特创始人 Jack Dorsey 最爱的 Nostr 再也看不到用户,大家越来越集中到 X、Threads 这些平台。

这个背景下,Mask Network 宣布接管 Lens Protocol 就显得异常罕见。

Lens 是 DeFi 顶流 Aave 创始人 Stani 的另一个产物,官方表示有 11 万活跃用户。接管方 Mask Network 在社交领域版图庞大,曾经收购了去中心化社交 Mastodon 规模第二大的服务器,也做了去中心化社交领域最大的第三方客户端 Firefly。

Domande pertinenti

Q为什么Mask Network宣布接管Lens Protocol被认为是罕见的事件?

A因为在去中心化社交赛道普遍被认为进展缓慢甚至被证伪的背景下,多数项目未能取得显著成果,而Mask Network作为社交领域的重要参与者选择此时接管Lens,这一举动在行业低谷期显得尤为突出和罕见。

QLens Protocol是由谁创建的?它目前有多少活跃用户?

ALens Protocol是由DeFi领域顶级项目Aave的创始人Stani Kulechov创建的。根据官方数据,Lens Protocol目前拥有11万活跃用户。

QMask Network在去中心化社交领域有哪些重要的布局和成就?

AMask Network在去中心化社交领域版图庞大,曾收购了去中心化社交平台Mastodon规模第二大的服务器,并开发了去中心化社交领域最大的第三方客户端Firefly。

Q目前去中心化社交赛道的整体状况如何?

A目前去中心化社交赛道整体被认为进展有限甚至被证伪,几年前获得数千万融资的项目大多没有明显进展,龙头项目Farcaster宣布转型钱包,Nostr用户活跃度显著下降,用户越来越集中到X(原Twitter)、Threads等中心化平台。

QMask创始人对于Crypto未来发展方向的观点是什么?

AMask创始人认为,坚持弱金融化、强化社交功能的产品才是Crypto未来的正确发展方向,这一理念也体现在其接管Lens Protocol的决策中。

Letture associate

Banking Giants Battle in the Tokenization Arena: Who Will Take the Lead?

**Banking Titans Battle in Tokenization: Who Leads the Pack?** Four major banks—JPMorgan Chase, Goldman Sachs, HSBC, and BNY Mellon—are heavily investing in tokenization infrastructure but have adopted distinct strategic paths. This analysis compares them across four key dimensions: verified transaction volume, product breadth, regulatory compliance, and underlying infrastructure model. JPMorgan's Onyx network stands out with over $1 trillion in cumulative cleared transaction volume, focusing deeply on niche areas like tokenized collateral management and intraday repo settlement. However, its closed private network limits market reach. Goldman Sachs Digital Assets Platform (GS DAP) leads in product diversity, having executed tokenized bond issuances for sovereign entities and supranational organizations, and launched tokenized money market funds. It is also a founding member of the Canton Network, a shared ledger for institutions, though its overall cleared volume is less publicly disclosed than JPMorgan's. HSBC's Orion platform carves a niche in cross-border tokenized securities and sustainable finance, exemplified by its tokenized gold product and its role in large-scale digital green bond issuances for the Hong Kong Monetary Authority. Its global network provides a unique advantage in Asia and emerging markets. BNY Mellon, as the world's largest custodian, plays a fundamentally different role by providing essential custody and asset servicing infrastructure for digital assets, notably supporting the Canton Network. It does not actively issue front-end tokenized products. In summary, no single bank dominates all fronts. JPMorgan leads in scale, Goldman in product breadth, HSBC in global cross-border positioning, and BNY Mellon in foundational custody services. The market is likely to see multiple parallel development paths. A key future challenge is avoiding fragmentation; the success of interoperability standards like those within Canton Network will be crucial to realizing blockchain's full efficiency gains across the entire financial ecosystem. The next 5-10 years will reveal which institution builds the most enduring competitive moat.

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Banking Giants Battle in the Tokenization Arena: Who Will Take the Lead?

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Focus: Five Leading AI Stocks on Nasdaq

The report analyzes five Nasdaq-listed AI infrastructure stocks—Micron (MU), MaxLinear (MXL), AMD, Lumentum (LITE), and Vicor (VICR)—as distinct plays within the AI capital expenditure chain, rather than a single "AI trade." While all benefit from AI data center spending, they differ in their specific roles (e.g., memory, computing, optics, power, connectivity), financial resilience, and risk profiles. The author argues that the key question is not whether the AI narrative remains intact, but whether capital expenditure translates into real orders, earnings justify valuations, and portfolios can withstand high volatility. Historical data shows these stocks have significantly outperformed benchmarks but also experienced deeper drawdowns (~28% to -32%), highlighting their high-beta, high-volatility nature. An investment framework is proposed: core positions (e.g., MU, AMD) for stocks with stronger fundamental evidence; satellite positions (e.g., LITE, VICR) for high-potential, high-volatility names; and cautious observation (e.g., MXL) for smaller-cap ideas with unproven financials. The emphasis is on disciplined, phased buying during pullbacks—only when price corrections align with intact fundamentals and available risk budget—rather than emotional "buy-the-dip" strategies. Overall, AI infrastructure offers long-term potential, but success requires strict position sizing, role definition for each holding, and preparedness for significant volatility.

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Focus: Five Leading AI Stocks on Nasdaq

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Benvenuto in HTX.com! Abbiamo reso l'acquisto di Mask Network (MASK) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente Mask NetworkMASK.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva Mask Network (MASK)Dopo aver acquistato Mask Network (MASK), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia Mask Network (MASK)Scambia facilmente Mask Network (MASK) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

155 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare MASK

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