1confirmation创始人:消费级加密应用构建的六大应用方向

Odaily星球日报Published on 2024-10-09Last updated on 2024-10-09

Abstract

我们需要更多围绕世界独特需求的创造性思考,而不是总想着如何追赶下一个热点叙事。

原文作者:Nick Tomaino,1co nfirmation

原文编译:Zen,PANews

Coinbase、Uniswap、Opensea、Polymarket 等消费应用让数百万人进入了加密领域,并通过提供新颖的、易于大众接触的体验,真正推动了行业向前发展。

然而,在过去的 15 年里,我们为什么没有看到更多这样的应用?

答案是短期的贪婪。

对许多进入加密货币领域的人来说,他们通常因为过度关注快速致富而被吸引,但也由此严重分散了注意力。这种心态从投机“山寨币”的普通大学生,到将数亿资金投资于第 19 家加密货币交易所或第 27 个可扩展L1的十亿美金风投基金均可适用。

贪婪是人性的一部分,但过度贪婪与短期思维限制了进步。要想在长远上取得巨大成功,你必须相信某些比赚钱更重要的东西,愿意投入多年时间,并最终启用世界上前所未见的全新的行为模式。

我自己也在加密领域投资了十多年,当然也在一定程度上受贪婪驱动,所以并不会自称比别人高尚。但我们在1co nfirmation 的策略是通过专注于能够吸引新用户的创新产品,来实现长期的贪婪,而不是投资于那些只关切自身利益和榨取用户价值的项目。我们的主要目标是让加密货币覆盖 10 亿以上的用户,这是指引我们所有决策的北极星。

更多的创造力,更少的贪婪

为了让这个行业实现其潜力,并尽快覆盖 10 亿以上的用户,我们需要更多的创造力,减少贪婪。一个可扩展的L1可能会凭借一个不错的叙事将其 FDV 推高至超 10 亿美元,但目前区块空间的不足并没有阻碍我们行业的发展,缺乏创造力才是真正的阻碍。我们需要更多围绕世界独特需求的创造性思考,而不是总想着如何追赶下一个热点叙事。

以下是一些位于加密货币与新闻、社交媒体、体育、政治、健康和音乐交叉点的新应用创意。很多这些想法已经在某种程度上有人在做了,但我认为如果更多的时间和精力投入其中将会更有益:

新闻

表面上看,预测市场似乎只是另一种赌博方式。但链上市场允许任何人在全球事件上“下注”,提供有用的信息,帮助人们更好地理解世界。关于政治、战争和文化事件的市场价格和公正分析可以被新闻品牌用来赢得全球追求真理者的更多信任。

创意:一个利用预测市场+人工智能(AI)的新闻应用,给人们一个易于使用、公正的真相来源。合适的产品可以取代像 X(原推特)这样的社交媒体,以及像纽约时报(NYT)和 CNN 这样的主流媒体。

参考应用:Polymarket、DeepNewz

社交媒体

我们现在已经认识到 Meta、X 等少数几家中心化的社交媒体公司的强大力量。它们有能力控制公众认知,却完全不与其用户利益对齐。未来,优秀的、与用户利益对齐的产品将出现,并为用户提供更多的控制权和赚钱机会,这些只不过是时间问题。

创意:一个链上社交媒体应用,给用户控制其数据的权利,并提供新的赚钱方式。

参考应用:Warpcast、Degen、Wildcard

政治

区块链正在启用新的社会组织形式。比特币是第一个去中心化自治组织(DAO),自此以后我们看到了很多在链上所有权、投票和资本形成方面的实验。每个加密社区都可以被视为一个数字国家,人们不再是通过物理位置,而是通过共同的信仰和经济激励来联系在一起。这非常强大。

创意:一个让人们能非常简单地组建链上 DAO 的应用,用于协作、投票、做投资决策等。

参考应用:Bitcoin、Nouns.wtf

体育

体育的商业模式以及人们参与和消费体育的方式正在以前所未有的速度发生变化。迄今为止,还没有任何爆款体育应用出现,但我们可以期待更多实验,推出让运动员和粉丝能够从他们所参与和观看的体育活动中获取价值的应用。

创意:一个让年轻运动员能够完全控制其形象和肖像权的应用,通过粉丝直接货币化。

参考应用:Popset、Rodeo、Krause House

音乐

音乐行业在过去 100 多年里一直被大型唱片公司、经纪公司和平台管控,这种集中的控制方式导致了行业的腐化或不公平现象。加密技术可以以全新的方式赋予艺术家权力,并创造出全新的商业模式,彻底取代传统机构。

创意:一个为独立艺术家提供链上工具的应用,使他们能够轻松管理自己的职业生涯,而无需唱片公司。

参考应用:Sound.xyz、Coop Records、Catalog

健康

年轻人比以往任何时候都更加关注他们的健康,因此非常需要那些能够激励和促使人们照顾自己身体的产品。

创意:一个难以被操控的“边走边赚”应用,并以全新方式让社区参与其中。

参考应用:Receipts、Stepn

所有提到的参考应用都值得一看。未来难以想象,并且无可避免地会给我们带来惊喜,但从过去的经验中可以学到很多。尽管这些描述中的创意不一定会成为带来下一个 10 亿用户的爆款应用,但我怀疑它们会非常接近。

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