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

marsbitPublicado em 2026-01-21Última atualização em 2026-01-21

Resumo

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。

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Perguntas relacionadas

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。

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In Jinjiang, Fujian, a Storage Super Unicorn Lies Quiet

In Fujian's Jinjiang, a city known for sportswear, lies a quiet semiconductor giant: Fujian Jinhua Integrated Circuit Co. (JHICC). Once a promising domestic DRAM manufacturer alongside Yangtze Memory and ChangXin Memory Technologies (CXMT), its journey was derailed in 2018 when the U.S. placed it on an Entity List and filed criminal charges for alleged trade secret theft. This halted production for years. A turning point came in February 2024 when a U.S. federal court found JHICC not guilty. However, it had lost crucial time. While CXMT soared to become a top-valued A-share company in 2024, JHICC, with an estimated valuation of 80 billion RMB, was just restarting. Its current output is primarily customized DDR4 chips, not the advanced DDR5/HBM demanded for AI, but it still benefits from the broader memory chip upcycle. JHICC's story is tied to Chen Zhengkun, a veteran engineer who left Micron to lead the venture. Founded in 2016 with state-backed funding, JHICC partnered with Taiwan's UMC to develop DRAM technology. Rapid progress was cut short by the U.S. actions, which Micron initiated, partly due to its heavy reliance on the Chinese market. Post-sanctions, Chen's team worked to rebuild the production line with reduced reliance on U.S. technology. According to its records, JHICC achieved small-scale production and revenue growth under immense pressure. It now focuses on the stable "niche" DRAM market (e.g., TVs, routers) with a monthly capacity of ~40,000 wafers, aiming for 60,000 by 2026. It holds over 1,000 patents but remains on the Entity List. For Jinjiang, investing in JHICC was a bold industrial leap. The local government provided unwavering financial and logistical support during the crisis, helping the company survive. JHICC has become the anchor for a growing local semiconductor cluster. Though its scale lags behind domestic peers, JHICC's persistence symbolizes a hard-won foothold in a global market long dominated by Samsung, SK Hynix, and Micron. Having missed one boom, it seeks a place in the new AI-driven memory supercycle.

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