Web3内容老将Mirror被收购，解读其转型历程及新社交产品Kiosk

Odaily星球日报2024-05-03 tarihinde yayınlandı2024-05-03 tarihinde güncellendi

Özet

路线摇摆、功能匮乏、叙事枯竭成为Mirror衰退原因，转向社交平台能否带来第二春？

原创 | Odaily星球日报

作者 | 南枳

Web3内容老将Mirror被收购，解读其转型历程及新社交产品Kiosk

5 月 2 日，Web3 内容发布平台 Mirror 宣布被 Paragraph 收购。Mirror 团队将继续独立运营，并将重点转向开发 Kiosk，这是一款基于 Farcaster 的 Web3 社交应用程序。Mirror 母公司 Reflective Technologies Inc.透露其从 Electric Capital 处融资 1000 万美元，此外 a16z crypto、Union Square Ventures 和 Variant 也提供了额外支持。

Mirror 于 21 年启动内测，快速成为Web3领域重要的创作平台和工具，但由于定位、发展路线、产品等多方面因素，市占率快速下降。当前最主要的官方内容和创作者平台已是 Medium，而 Paragraph 作为 Mirror 在Web3创作者领域的主要竞争对手也成功完成对其的收购。Odaily星球日报将于本文解读 Mirror 的前世今生以及最新产品 Kiosk。

Mirror 前世今生

Mirror 由a16z crypto 前合伙人 Denis Nazarov 创立， 2020 年年末，Mirror 发布了最初的产品原型，Mirror 将内容储存在 Arweave 上，多数人将其理解为Web3版本的 Medium 或者 Substack，是一个“去中心化”的内容发布平台，但这一点从技术和想象力而言并不突出，内容创作平台已是红海，Mirror 想要依靠什么创新路线突出重围？

彼时 Mirror 的答案是 toB，作为面向 DAO 的众筹和媒体工具。当年 Mirror 的自我解析为：“这是共享和为任何事物募资的基本Web3工具包。从撰写关于您最新想法的内容，到为下一个重要的 DAO 构建一个家园。（The essential web3 toolkit for sharing and funding anything. From writing about your latest idea, to building a home for the next big DAO）”

那么除了内容创作，Mirror 还提供什么功能？

首先 Mirror 支持为作品发售 NFT，如果用户购买了这个 NFT 将作为对创作者的打赏（Mirror 分成 2.5% ），此外也支持直接对项目进行众筹（crowdfund），还可进行发币。

简而言之，Mirror 希望所有需要众筹募资的项目都在其平台上发布、筹资并通过 Mirror 进行方向、进展的资料更新，较为知名的例如有篮球球队方面的 The Krause House（众筹 1000 ETH，已 soft rug）、电影 Ethereum: The Infinite Garden（众筹 1035 ETH）、钱包 Balance Wallet（众筹 883 ETH） 等。

纯粹还是功能匮乏

值得注意的是，在产品初期，内容平台上常见的功能 Mirror 均不具备。包括订阅、阅读量、门户等功能，创作者不能直接进行分析和推广，读者或者说用户也难以直接进行追踪。创作者需要另行借助其他平台进行推广，而订阅、分析等功能则需要借助第三方工具进行。

Mirror 团队认为以上都属于是应用层的需求，希望交由社区进行，团队仅进行底层服务的构建。由于数据在 Arweave 发布，没有设置任何限制，所有开发者和用户都能读取到数据，因此生态方面的“高级”产品和功能迭代都交由社区来做。

但将以上功能的开发交由社区并不意味着 Mirror 团队就放任自由，Mirror 团队会与开发出优秀 Mirror 附加产品的团队沟通并邀请进入 Mirror DAO 共建生态。

路线摇摆

Mirror 在上述的 toB 领域取得了不俗的数据与成就，但是在 2022 年 8 月，Mirror 宣布下架所有 NFT 和众筹相关功能，回到了纯粹 toC 的红海中。但又在次年又上线了 Subscribe to Mint 功能。这一系列迷之操作或与团队位于美国，受监管压力影响有关，但真相如何，我们不得而知。

另一方面，DAO 的叙事已不复 21 年牛市火热，众筹发币产品迭出，Mirror 在多方面因素的共同作用下，逐渐失去了市场份额。

转向 Kiosk

Paragraph 收购 Mirror 后，Paragraph 将接管 Mirror 产品、设计系统和品牌的管理。Mirror 团队将转向基于 Farcaster 的Web3 社交应用程序 Kiosk。

目前 Mirror 并未披露项目细节，Odaily 对其已有资料关键内容整理如下：“Kiosk 是一个新的 Farcaster 客户端，将社交与链上相结合。它让用户能够在链上社交的同时进行链上交易。通过 Kiosk，用户可以轻松地将图片转化为 NFT，发现并购买朋友收藏的资产，以及在代币驱动的频道或群聊中聚集志同道合的收藏家和社区成员。

Kiosk 的目标是打破链上社交和链上交易之间的隔阂，使用户能够更加无缝地在社交媒体上进行交易和互动，从而推动去中心化社交媒体的发展。”

基于以上内容，可以看出该产品旨在赋予用户在社交媒体上进行资产发行与交易的能力，服务对象也转向了社区，目前用户可在 Mirror 中通过铸造官方公告文章的 NFT 进入 Waitlist。

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