2023香港Web3嘉年华第二日精华内容

MetaRoutePublished on 2023-04-13Last updated on 2023-04-14

Abstract

“2023香港Web3嘉年华”活动从4月12日开始到4月15日结束,共持续4天。

4月12日上午9点整,“2023香港Web3嘉年华”在香港会议展览中心正式开幕,活动从4月12日开始到4月15日结束,共持续4天。以下为活动第二日的精华内容。

香港特首:今年将拨款逾 7 亿港元加快数码经济发展,推动香港虚拟资产产业发展

香港特区政府行政长官李家超出席港府和数码港主办的香港2023数字经济峰会,他表示,今年财政预算案中将拨款逾 7 亿港元加快数码经济发展,并拨款超过 900 万港元推出一系列国际举措和措施。他强调将推动香港虚拟资产产业发展,Web3.0 为代表的第三代互联网具有极大发展潜力。

Arbitrum 联创兼 CEO:目前 Arbitrum 占据 L2 约 65% 的市场份额

在活动主会场《Web3 技术基础设施:Layer 2 二层网络》主题中,Arbitrum 联合创始人兼 CEO Steven Goldfeder 介绍了 Arbitrum 的网络数据、生态、Arbitrum Nova 和 Arbitrum Orbit。Steven Goldfeder 表示,“过去一年 Arbitrum 发展非常快速,目前 Arbitrum 生态有约 60 亿美元的 TVL,在二层中占据 65% 的市场份额,目前有 100 万枚 ETH 锁定在桥中,生态 DApp 也发展得非常繁荣。Arbitrum Nova 更适合游戏、社交项目以及一些有高吞吐量和性能需求的 DApp。Arbitrum Orbit 允许利用技术堆栈和以太坊的安全性构建自己的区块链,具有隐私、安全、性能高等优势。希望和开发者、用户和社区成员共同推动 Arbitrum 发展。”

Aptos 联创兼 CTO:未来计划支持多种分片解决方案

在活动主会场《Web3 基础设施》主题中,Aptos 联合创始人兼首席技术官 Avery Ching 表示,“未来计划支持多种分片解决方案,还计划在 2023 年 4 月至 5 月份发布 1.4 升级。即将到来的一些升级涵盖区块链 logic、Move 以及智能合约框架,包括 APS 10 & 11、更低的交易费用、Quorum Store、开发者工具、分片发展。Aptos 生态已有超 100 个项目,正在构建的项目也有 200 多个,开发者超过 500 人。”

新火科技CEO兼执行董事杜均:加密市场的两大趋势是用户大规模采用、技术更深层爆发

在活动分会场二《Web3 金融基础设施:DeFi》主题中,新火科技 CEO 兼执行董事、ABCDE Capital 联合创始人杜均发表《超级周期,加密市场的展望与投资机会》主旨演讲,他表示在当前周期,即 2021 - 2024 年的两大趋势为:用户大规模采用、技术走向更深层爆发。相应地,ABCDE Capital 的投资理论为“根叶投资哲学”,其中树根是指在更硬核、更底层的层面来解决技术突破问题,代表的趋势是技术走向更深层的爆发,树叶是指在更普及、更大众的层面来解决大众采用问题,代表的趋势是 Crypto 走向 10 亿用户。

《雪崩》作者 Neal Stephenson:元宇宙游戏要在经济模型上吸引从业者、构建者和投资者

在活动主会场《元宇宙漫游指南:NFT 、GameFi 与基础设施》主题中,《雪崩》作者 Neal Stephenson 在发表主旨演讲时表示,要吸引更多人加入元宇宙,要提供大家享受的、有趣的东西。游戏方面,把传统游戏放入元宇宙效果不佳,经济模型上要吸引到游戏产业的从业者、投资者以及构建者。元宇宙还需要提供大量不同的体验,遵守一定的规则,还需要在三维、跨越地理和空间、玩家体验以及植入游戏方面持续深耕,此外,艺术指导、游戏设计、创意也是非常重要的。这些趋势已经开始发生,可能会变革整个游戏行业。

Trending Cryptos

Related Reads

E Fund "Quits Drinking"

"Yi Fang Da 'Gives Up Alcohol'" - Summary The article analyzes the recent portfolio adjustments of star fund manager Zhang Kun, focusing on his flagship funds, the Yi Fang Da Blue Chip Select and Yi Fang Da Quality Select. The key trend highlighted is a significant and ongoing reduction in exposure to the consumer sector, particularly liquor (baijiu) stocks like Kweichow Moutai and Wuliangye, which were once core holdings. This shift is driven by several factors: a downturn in the consumer sector's business cycle post-pandemic, with slowing earnings growth for major players; a change in consumer behavior towards value over premium brands; and high channel inventory pressures, especially in the liquor industry. These fundamentals have led to a prolonged phase of valuation contraction for consumer stocks. Concurrently, market capital has rotated aggressively towards the high-growth technology sector, especially AI-related chains, which have dominated fund inflows. This style shift has further diminished the attractiveness of traditional consumer "core assets" for many funds. As a result, Zhang Kun's funds have drastically cut their consumer stock allocations. For example, the Blue Chip Select's baijiu holding proportion has fallen from over 40% to around 20%, and its overall top 10 holdings concentration dropped sharply. This mirrors a broader trend in the active equity fund industry, where allocations to consumer staples have plummeted to multi-year lows while technology holdings have surged. The article concludes that while the consumer sector's valuations are now at historical lows, offering some margin of safety, the fundamental outlook remains challenging due to weak macro consumption recovery and intense internal competition. Therefore, the sector is likely to see only sporadic rebounds rather than a sustained recovery, continuing to weigh on the performance of funds still heavily invested in it. Zhang Kun's timely reduction of Korean semiconductor holdings in his Asia Select fund amid a market crash is also noted as a contrast to his domestic strategy.

marsbit22m ago

E Fund "Quits Drinking"

marsbit22m ago

Before the Second Attempt at Hong Kong IPO, Topstar 'Hands Out' 548 Million in Related-Party Orders

Tosda, an industrial robotics firm, is making its second attempt at a Hong Kong listing shortly after its first application lapsed. The company has undergone a significant strategic shift, pivoting away from its lower-margin intelligent energy and environmental management system (IEEMS) business to focus on core robotics and machinery. This "revenue-reduction, profit-growth" strategy saw revenue nearly halve from 2022 to 2025, but resulted in a sharp turnaround to profitability, with a 1147% year-on-year increase in Q1 2026 net profit. This restructuring involved spinning off the IEEMS business, leading to a substantial jump in related-party transactions. Following the departure of a former executive, two newly associated companies are expected to handle up to 548 million RMB worth of IEEMS orders in 2026, with Tosda acting as a platform charging a 3% management fee. While profitability has improved, several financial concerns remain. Accounts receivable collection cycles have lengthened, inventory—particularly for robots—has surged significantly despite falling revenue, and the company faces challenges in overseas market expansion. Notably, overseas business currently has a lower gross margin than domestic operations. The company was also recently reprimanded by regulators for accounting inaccuracies related to revenue recognition and bad debt provisions. The success of its strategic pivot and its second listing attempt will depend on managing these financial risks, the transparency of its new business model, and the long-term performance of its core robotics segment.

marsbit32m ago

Before the Second Attempt at Hong Kong IPO, Topstar 'Hands Out' 548 Million in Related-Party Orders

marsbit32m ago

Is the AI Bull Market in Jeopardy? Philadelphia Semiconductor Index Breaks Below Key Support at 11,200 Points

The Philadelphia Semiconductor Index (SOX) faces a critical technical and fundamental test. It recently breached a key short-term support level around 11,200 points—a level that held in mid-July—and closed below it. Technical indicators have deteriorated, with the 21-day moving average crossing below the 50-day, signaling bearish momentum. Should the 11,200 support fail, the next major support is the 200-day moving average. The sell-off, which saw memory chip stocks like Micron and Western Digital plunge over 10%, stems from growing concerns about the cyclicality and quality of AI demand. Market participants question the sustainability of the AI capital expenditure boom, highlighted by divergences between the capital expenditures of mega-cap tech firms and semiconductor index performance. However, some positive structural shifts are emerging. Institutional positioning has normalized, unwinding the previously crowded "long semiconductors, short Mag 7" trade, leaving cleaner positioning. Seasonal tailwinds are also approaching, as the NDX historically performs well after this period, potentially supporting a rebound if retail inflows resume. The core question is whether the SOX can hold the 11,200 support. A failure could trigger further declines toward the 200-day moving average, while a successful defense, combined with lighter positioning and seasonal support, could offer a recovery window for the sector.

marsbit32m ago

Is the AI Bull Market in Jeopardy? Philadelphia Semiconductor Index Breaks Below Key Support at 11,200 Points

marsbit32m ago

Trading

Spot

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

1.1k Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片