a16z 为什么愿意为 Story Protocol 投 8000 万美金？

链捕手Pubblicato 2024-08-29Pubblicato ultima volta 2024-08-29

作者：CREDIT SCEND

编译：深潮TechFlow

免责声明：我们没有直接与 Story Protocol 的任何人接触。这里分享的观点源于与法律专家和行业同行的讨论。

我们对 StoryProtocol 的初步印象是，它可能只是另一个第一层 (L1) 区块链。直到我们得知 a16zcrypto 正在主导一轮 8000 万美元的 B 轮投资，这才引起了我们的关注，促使我们深入了解投资者支持这个项目的原因，以及普通投资者如何参与。

Story Protocol 的独特之处是什么？

要理解 Story Protocol 的潜力，关键是认识到它与其他区块链项目的不同之处。与许多强调速度或安全性的 L1 区块链不同，Story Protocol 定位为法律合同的区块链，特别关注知识产权 (IP) 保护。

截至本文撰写时，测试网刚刚发布，所以关于技术的细节有限。然而，我们认为技术本身并不是主要的差异点——它只需要有效运作。真正的价值主张在于其目标市场和应用场景。

目标用户：内容创作者和法律专业人士

Story Protocol 是为内容创作者打造的。想象一下，作为一名在 Spotify 或 YouTube 等平台上分发音乐的词曲作者，但对知识产权的所有权不确定。Story Protocol 允许创作者在区块链上记录带时间戳的信息，验证他们创建和上传了内容。这可能会在保护创作者免受法律争议方面带来巨大变化。

法律专业人士也可能会采纳这项技术。目前，证明知识产权创建的过程涉及维护实体副本并通知各方和管辖区——这是一个耗时且分散的过程。借助 Story Protocol，知识产权的创建可以在区块链上时间戳化，为法律程序提供可靠的证据。乐观的情况是，律师事务所将开始在 Story Protocol 上标准化数字知识产权注册，从而简化和安全化这一过程。

在这个生态系统中，律师并不会被取代——他们获得了赋能。Story Protocol 可能成为他们工具箱中的重要工具，提供激励以采用并将这一新标准融入他们的实践中。

投资者为什么感兴趣？

仔细观察 Story Protocol 背后的团队，可以说明投资者为何急于参与。该项目由三位名为 Jason 的领导组成，他们都拥有令人印象深刻的资历：

storysylee Seung Yoon “SY” Lee (Jason)，首席执行官：成功出售了一家价值 4.4 亿美元的网络漫画和网络小说发行业务。

JasonLLevy Jason Levy，首席运营官：打造了一款下载量超过 2 亿、收入达到 1 亿美元的顶尖游戏化叙事应用。

jasonjzhao Jason Zhao，协议负责人：前 DeepMind 产品经理，具备人工智能领域的专业知识。

这个团队在发行、市场营销和人工智能方面的集体经验，使他们能够灵活应对基础设施、消费产品、游戏和人工智能等不断发展的领域——这些领域因在 web3 中的收入潜力而受到高度关注。这种多学科的专业知识使得团队特别受欢迎，因为他们能够适应市场叙事。

有争议的观点

他们需要智能合约开发者？其实不需要。与其他 L1 区块链有所不同，Story Protocol 不太依赖去中心化金融 (DeFi) 或交易。主要关注将是消费应用开发者，与 Story Protocol 建立集成。在这个已经饱和的区块链开发者市场中，许多开发者在复制现有代码，因此重点将是创新和实用性。

早期投资者的潜在退出策略

Story Protocol 怎样为其早期投资者提供回报？

首次公开募股 (IPO) 是最可能的退出策略。我们不认为它会通过代币化实现 10 倍的 B 轮估值回报。事实上，Story Protocol 很可能会避免代币化，以规避法律审查和可能使知识产权创作者不愿使用平台的担忧。采取类似 Coinbase 的路径，IPO 可以提供必要的资金，以完善其收入模型，然后再考虑代币化。

普通投资者如何参与？

如果你不在法律领域或不是内容创作者，你与 Story Protocol 的旅程会受到限制。Story Protocol 不打算激励流动性挖矿，因为它不是 DeFi 链。相反，重点在于引入分发平台合作，以创造更广泛的机会。

目前，Story Protocol 资助的前三个合作伙伴或项目没有计划发行代币。然而，监控他们向开发团队分配补助金的方式非常重要，因为这可能预示着未来的机会。

Story Protocol 还在自己建立强大的叙事，并获得了强大的资金支持。我们建议在投资其他试图与 Story Protocol 竞争的协议时保持谨慎，除非它们同时具备专业知识和资本，以有效竞争。

是否存在 Beta 交易？

一个潜在的机会可能是投资于一个假设名为 $JASON 的 meme 代币，如果它真的上市。然而，鉴于当前的信息，这仍然是一个投机性机会。祝你好运！

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