现实打败理想,加密社区正在被撕裂

链捕手2025-02-21 tarihinde yayınlandı2025-02-21 tarihinde güncellendi

出品:Web3Future

作者:加密无畏(X:cryptobraveHQ)

 

加密右翼浪潮下的 Web3 社区建设(一)

在Web3的世界里,社区是什么?这个问题看似简单,却蕴含着加密行业深刻的变革。从早期的技术理想主义到如今的金融化和资本集中化,Web3社区正在经历一场从“左”到“右”的深刻转变。

在加密社区浸泡和建设超过4年,和许多社区朋友交流时,大家都对加密社区这个周期“右转”的感受十分明显。因此我尝试通过三个系列文章,探讨当前Web3社区的发展阶段、如何应对这一转变,以及未来社区建设的方向。

社区的多重身

不同的视角下,社区的定义各不相同:

技术主导的项目创始人眼中,开发者即社区,因为他们是生态扩展和应用创新的核心。

叙事主导的VC币团队眼中,谁能提供流动性退出谁就是社区,例如币安,其庞大的用户群体为项目提供了流动性。

价格主导的meme团队眼中,KOL和流量分发即社区,因为他们能够吸引注意力。

已经TGE的项目团队眼中,Builder和Holder即社区,他们是陪伴项目穿越周期的核心力量。

这些不同的定义,实际上反映了Web3社区在不同发展阶段的核心驱动力。

Web3社区的演变

早期的加密社区

诞生于技术理想主义的极客文化,强调隐私、反权威和去中心化,接近左翼自由主义。

中期的加密社区

逐渐演变为以开发者、交易所、散户和早期机构为主体的金融投机社区,更加实用主义。

如今的加密社区

开始金融化、资本和权力集中化,机构和政府投资者加速进场,更接近右翼保守主义。

当然这一转向,与全球出现右翼转向不无关系,比如新民粹右翼的代表人物特朗普的再次当选美国总统,阿根廷极右翼总统米莱的出现,这里不展开论述了。

在前一个周期,技术是项目的核心,开发团队专注于长期建设,社区成员愿意为技术理想主义买单。然而在当前周期,叙事的重要性超越了技术本身,项目的成功不再依赖于技术创新,而是围绕价格和资本运作展开。memecoins的兴起更是证明了这一点,技术已不再是关注的焦点。

社区的撕裂能超过右翼的,只有“极右”

以Ethereum和Solana为例,二者的社区争议点非常明显。Ethereum社区更注重技术理想主义和去中心化,而Solana社区则更强调效率和资本运作。这种分歧反映了Web3社区在右翼浪潮下的撕裂。

我们再看下Ethereum 和 BNB Chain对比。不难发现当下的 BNB Chain 比 Solana “更右”。因为要 BNB Chain 要通过meme 和AI Agent 等生态战略与 Solana 竞争,只能比Solana 更中心化、注入更强大的资本和操盘资源(联动投资、上币、做市等)、更团结社区。

交易所的合规化

同样的趋势也反映在中心化交易所这条赛道。上一个周期,大部分交易所是在全球不同的市场监管套利的发展逻辑,在合规方面则是“先上车,再补票”。而如今,大部分交易所则更注重合规性,力求在合规框架下进行市场操作。

类似的左右两极的逻辑同样也可以对比不同的 DEX 和 Bot(比如Uniswap、Jupiter、GMGN…),做市商(Wintermute、GSR、DWF、影子做市商…)等市场玩家,这里就不展开了,大家可以自行去套标准做评判。

未来的社区建设

总的来说,以前的加密圈,大家为技术叙事买单,追求去中心化和公平,创始人强调长期建设而不关心价格,接近理想主义的左翼氛围。但如今市场趋向右翼,大家关注的是价格和短期回报,强调公司化管理和强运营,项目与监管紧密合作,中心化利益联盟互相扶持,赚钱才是最重要的。

个人认为,不管是向左还是向右,都是在行业演变的趋势作用下的市场选择的客观结果,都是一种趋势盛极而衰后的出现的反身性——理想主义过后,现实主义占据了主导。

在下一篇文章里,我将继续分享在右翼浪潮下,如何做好当前阶段加密社区。比如建设开发者社区,流动性社区,KOL营销,社交媒体数据的增长。欢迎大家与我们交流。

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