Web3:让人困惑的 Web3设计模式和用户行为列表

去中心化金融社区Pubblicato 2022-10-27Pubblicato ultima volta 2022-10-27

Introduzione

我发现了加密应用特有的各种可用性问题,也认真思考过如何为Web3用户体验构建一个通用框架。

DallE 生成:“一位思考生命奥秘的宇航员”

我发现了加密应用特有的各种可用性问题,也认真思考过如何为Web3用户体验构建一个通用框架。

我尽可能多地与用户交流,但我自己能做的事情是有限的,所以拿出来与大家分享一下我的问题。

资产金库的单独页面比扩展卡更好吗?

扩展Accordion卡在早期的DeFi是相当受欢迎的,但大多数新项目青睐单独的金库页面。个人觉得分开的页面更好,但我不知道是否有人对此做过适当的研究。单独的页面可以让整个事情变得更清晰,但一些人仍然喜欢旧扩展卡的速度。

扩展 WETH 卡的 Harvest Finance

批准+存款是否应该合并为一个操作?

个人觉得应该是这样做的,但为什么所有地方都不是这样做的呢?点击批准,然后点击存款,这很烦人。

Beefy结合了批准和存储步骤,因此一个步骤在另一个步骤之后直接加载。用户只需按一个“存款”按钮。

Snackbar应该消失?

如果用户必须手动关闭这些功能会更好吗?真的有人看过它们吗?如果他们一直存在是不是更让人放心?他们应该出现多长时间?

来源:Quickswap

我们应该使用Snackbar还是Modal来显示成功和错误消息?

为什么Snackbar实际上是反馈的选择?你是否应该显示一个Modal来说明发生了什么,并用一个Snackbar来进行通知?还是只用其中一个?

这些Snackbar应该放在哪里?

这是一个小细节。我见过右下,右上,左上。但从来没见过左下角的。右上角似乎是标准的。为什么?哪个更好?我觉得这个问题有一个正确的答案,但必须测试来自许多国家的大量用户,他们有不同的从左到右,从上到下的阅读习惯。

人们真的理解池、流动性挖矿,挖矿和金库等术语之间的区别吗?

有人发明了这些术语,现在我们被它们难住了。它们之间有什么不同?我们能有更好的选择吗?

VVS.finance你居然以为我知道这些是什么意思...

代币类型应该在DEX的哪一边?

又是这个老问题。曾经的一篇文章中,我试探性地提出了建议,尽管这与当时最大的DEX (Uniswap)所做的事情相左。

有趣的是,Uniswap已经向右更新了。他们做用户测试了吗?右边真的更好吗?

新旧对比图

人们会通过中心化的应用程序增加流动性和管理投资组合吗?Zapper? DeBank?

有相当多的投资组合管理工具,其中一些甚至可以直接增加流动性。至少我觉得Zapper以前是这么干的。但与我交谈过的人中,几乎没有人真正使用它们。为什么不呢?

在查看应用程序之前需要连接吗?

个人觉得在没有连接的情况下无法在应用上看到或做任何事情真的很恼人。是否有一个好的理由可以解释为什么项目想要强迫人们先连接?

Stepper-style连接钱包?

Blocknative现在是连接钱包模式的标准选项,但我想看看用户更喜欢哪个连接钱包流的大型数据集。你可能希望Blocknative自己也会这么做。偏好是否会因我们的经验而异?我非正式地对五个人进行了测试,但没有明确的赢家出现。一些有经验的用户实际上讨厌stepper,因为他们觉得stepper很傲慢。但感觉上又是一种进步。

由 Blocknative 提供支持

用户如何连接到Web3,他们对这种体验有何感受?尤其是第一次使用的时候?

关于进入Web3,我还有很多问题。我认为应该围绕Web3应用程序的连接和进入进行一项研究工作。哪个钱包被用得最多?货币入口应该是体验的一部分吗?在使用dApp之前,助记词怎么办呢?手机用户与桌面用户的比例?移动用户是在应用中使用浏览器,还是使用chrome和钱包连接?启动应用程序的按钮应该显示什么?启动应用程序?登录?连接?它是否应该与登陆页面分开?用户在这个过程中有什么情绪?安全吗?它是令人兴奋的吗?它与使用浏览器相比如何?它会随着年龄的不同而不同吗?人们会越来越习惯吗?

我不知道你能从这些答案中立即采取什么行动,但我确实认为像Coinbase或币安这样财力雄厚的公司应该做这种沉重的、长期的、定性的研究。它必须是开放式的,而且资金充足,但我认为它最终会导出洞察,推动我们进入下一个钱包和浏览器的范式。“访问层”现在真的更像是一个障碍。

最烦人的是什么?

随着时间的推移,这种情况可能会发生变化。这项技术有望变得更好,用户也会受到更多的教育。每六个月左右进行一次调查并查看当时用户最讨厌的事情是什么将是一件有趣的事情。例如,在过去的某些时候,gas费用可能是清单上的首位。但其他时候可能是钱包、不明确的术语、寻找代币、桥……我相信还有许多我甚至没有考虑过的未知的未知。

看金库最重要的是什么?APR、TVL 等

对大多数人来说,最重要的信息是什么?如果我们自信地知道这一点,我们就可以尝试重新设计当前的标准,使之变得有点不同。

Pancakeswap 认为我想查看 Core、Earned、APR、Liquidity、Multiplier。这对大多数用户来说是最好的信息吗?

APR, TVL, Volume等应该是什么顺序?

每个项目都有稍微不同的顺序,但我很肯定一些好的用户研究可以告诉我们什么是最佳的。我认为这是有答案的。

Yearn Finance。首先向我显示 APY,然后是总资产和存款(我的钱包余额)。

人们如何质押流动性提供者的代币?

围绕着质押LP代币的整个用户流进行一些密切的观察。一个低产量挖矿者的标准用户流是这样的:

将代币1的50%交换为代币2(他们实际上是交换了50%,还是交换了45%以留下代币换取一些gas?)

添加流动性(他们是手动添加,还是从顶级池列表中选择?)

质押代币(挖矿页面?质押页面?还是自动选择?)

偶尔收获奖励(多久一次?)

偶尔卖掉它们。

在这个过程中,他们是否使用了像Yearn, Harvest, Autofarm, 或者Yieldyak之类的自动策略?通过仔细观察不同网站的用户流,我们可以学到很多东西。

最佳和最差的DeFi体验

这是一个需要每六个月左右进行一次调查的问题。

人们知道打包代币是什么吗?

我有限的研究结果是否定的。我对打包资产有点恼火,因为它们的处理方式非常草率,以至于进行区分通常是没有意义的。需要更多的研究。

Crypto di tendenza

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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.

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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.

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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.

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