从加密猫到千万日活:Ronin链如何打造Web3游戏的价值飞轮?——对话Axie Infinity联创杰弗里·泽林

marsbit2025-04-14 tarihinde yayınlandı2025-04-14 tarihinde güncellendi

在区块链与NFT领域的发展历程中,鲜有人能像杰弗里·泽林(Jeffrey Zirlin)这般拥有深厚积淀。作为Ronin链和Axie Infinity的联合创始人,这位被社区称为"Jihoz"的开拓者自区块链游戏萌芽之初就参与塑造了行业叙事。

在与OpenSea的对话中,泽林追溯了自己从受父亲昆虫化石收藏启蒙的童年收藏者,到成为区块链游戏先驱的成长轨迹。他分享了专为游戏设计的Ronin链的开发洞见,并阐述了对NFT未来的独到见解。这段对话展现了一位始终致力于融合游戏与收藏的实践者形象——正是这两种激情定义了他的人生志趣与职业道路。

OpenSea:早在多数人尚未知晓NFT为何物时,您就已投身此领域。最初是什么吸引您入局?又是什么让您历经行业起伏仍坚守于此?

杰弗里·泽林:我自2011年接触加密货币便深信其潜力,但直到发现NFT才真正产生参与建设的兴趣。我成长过程中兼具游戏玩家与收藏家双重身份——父亲痴迷昆虫化石收藏,儿时的我总试图寻觅最珍稀的蝴蝶或化石来赢得他的赞许。

通过CryptoKitties接触NFT时(我在此结识了Devin和早期OpenSea团队多位成员),顿悟时刻随之而来。我意识到加密货币不仅能用于盈利或对冲通胀,更唤起了我内心久违的热情。既然它能如此吸引我,必然也能打动更多人——毕竟热衷游戏收藏的群体远大于执着金融通胀的人群。

OpenSea:这个逻辑非常透彻。您带着收藏家思维入场也很有意思,事实上许多游戏或收藏背景的人士都循此路径进入web3。这让我想起V神(Vitalik)的经典故事——因在《魔兽世界》中失去全部装备而立志改变现状。回顾Axie早期岁月,您当时就能预见行业走向,还是说一切发展都出乎意料?

杰弗里·泽林:早期那些敢于押注NFT的"疯子"们都坚信这个领域终将壮大,我们全都看到了潜力。即便如今NFT热度减退,这份信念依然未改。但没错,创业者确实需要些"妄想精神"——当时感觉NFT要么成为小众爱好,要么引发爆发式革命。

彼得·蒂尔在《从0到1》中阐释过伟大企业往往始于利基爱好者市场,这个观点令我深有共鸣。我们这群人多是《Runescape》《魔兽世界》玩家,曾通过可疑第三方网站交易虚拟物品。后来才明白,正如马克·安德森所指出的:eBay信用评分体系的存在恰恰暴露了互联网的根本缺陷——缺乏无需中间担保的直接交易基础设施。而NFT恰似这个痛点的终极解决方案。

web3

OpenSea:这个类比非常精妙。您曾身兼多职——社区建设者、战略家、游戏设计师。现阶段哪种身份让您最有认同感?

杰弗里·泽林:本质上我始终认为自己是玩家兼收藏家,这是我最本真的自我介绍,也是我在这个领域所有行动的根基。Ronin本就是为玩家打造的链,我们吸引的正是注重游戏体验与数字资产所有权的人群。

童年时我就有种魔力,能让全校同学都玩我痴迷的游戏。如今为游戏生态做增长运营,感觉就像本能再现——这完全是我儿时行为的镜像投射。正因如此,我将之视为"生存意义"(ikigai)。当围绕游戏构建社区时,我的个人特质与职业追求达到了完美统一。

OpenSea:聊聊Ronin链吧。作为Layer1公链,它的核心差异化特质是什么?如何定义"原生Ronin游戏"?

杰弗里·泽林:Ronin是首条以单一应用为核心上市策略的公链——专为Axie Infinity量身定制。这种与生俱来的游戏基因赋予它独特优势:这是条真正由玩家和开发者共建的链。当然现在已衍生出Katana、REX等应用及不断壮大的DeFi生态。

但这些都属锦上添花。游戏公链必须配备DEX等基础设施作为支撑。Ronin真正的护城河在于七年沉淀的社区——1700万钱包下载量、150万月活用户构成的玩家王国,这里聚集着精通web3且真心热爱游戏的人群。

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开发者迁移至Ronin正是看中这个社区。Pixels日活从5000飙升至140万,《Forgotten Runiverse》用户增长15倍,Fableborne测试玩家从第二季103人暴增至第三季15万,Cambria迁移后玩家消费额翻了三倍。这些团队取得的真实增长,都源于对接了活跃的web3原生玩家社群。

OpenSea:您已经解答了我关于Ronin与Axie关系的问题。二者始终深度绑定,但在向通用游戏公链转型过程中,如何平衡这种历史羁绊?

杰弗里·泽林:Axie与Ronin就像马里奥与任天堂。早期几乎互为代名词,就像多数任天堂玩家都玩马里奥。但随着平台扩张,更多IP陆续加入。我相信Axie将永远是我们旗舰IP,与新游戏社群共同成长。

OpenSea的集成就是明证——人们想到Ronin就会关联Axie,近期Axie交易量因此激增,过去一周已稳居游戏类NFT交易榜首。同时我认为web3游戏的成功门槛正在提高,这是良性发展。

OpenSea:您认为区块链游戏的"主流化时刻"将如何呈现?

杰弗里·泽林:亚文化主流化的转折点向来难以捕捉,这个过程往往喜忧参半——会消磨掉些开拓精神,也会稀释原有特质。就像民谣经鲍勃·迪伦推广后,并非所有人都喜欢后来的演变。

2021年菲律宾已预演过这种主流化。Axie现象级传播时,该国头部主播纷纷组建工会,甚至影响地方政治。有个故事很说明问题:议员视察乡村时,看见树上的孩童,询问后得到回答:"我在玩Axie Infinity,这里网速更好。"当普通民众自发使用并融入文化,才是真正的普及时刻。

下一波 adoption 会像化学反应——缓慢积累后瞬间爆发。需要天时(优质游戏)、地利(经济模型)、人和(狂热社区)共同作用。菲律宾发生的故事,或许就是未来大规模普及的预演。

web3

OpenSea:是否存在某个标志性时刻,能让您确信区块链游戏已完全主流化?比如看到某个玩Axie的用户时会突然感叹:"我们终于成功了"?

杰弗里·泽林:说实话,最显著的信号是当所有游戏玩家突然都对加密货币有了立场——从无人问津到群起攻之,期间出现了Vice纪录片、舆论反弹和全民辩论。这种抵触情绪恰恰说明我们正在破圈。

当然,像菲律宾那样出现更多创作者和网红参与会是标志。但我更关注收藏家群体——想想《典当之星》这类节目如何让收藏行为主流化?如果哪天能吸引Chumlee和Rick这类人物加入,或许就是另一个转折点。

OpenSea:五年后,玩家是否还会在意或察觉自己正在使用区块链?

杰弗里·泽林:人们通常不关心互联网底层协议,但区块链不同。游戏领域更像主机平台之争——任天堂、Xbox、PlayStation,玩家会有强烈偏好。

这种在意源于所有权。即便两条链技术相同,只要代币体系不同,用户就会区分。更何况现实中没有完全相同的链,差异本就存在。

web3

OpenSea:作为"边玩边赚"模式的奠基者之一,您现在如何看待这个概念?

杰弗里·泽林:初入加密领域时,我觉得挖矿很有趣但门槛太高。我想直接参与价值创造而非单纯购买。当我繁殖加密猫并出售后代时,突然顿悟——这感觉就是属于我的挖矿方式。

设计Axie时我们在思考:如何让这种参与更普惠?能否奖励玩家投入的时间、技能和生态贡献?这就是"边玩边赚"的本意——游戏化的工作量证明。

比特币矿工通过维护网络安全获得奖励,游戏同理——没有玩家就失去生命力。通过代币激励早期参与者,才能推动游戏形成"趣味-社区-活跃度"的飞轮增长。

OpenSea:非常透彻。关于Axie或Ronin的未来,您还有什么想对读者说的?

杰弗里·泽林:加密行业正在经历价值重估,人们重新寻找初心。模因币狂欢过后,越来越多人在回归这个领域的本质。

尽管舆论宣称web3游戏和NFT已死,数据却显示Ronin当前用户量已超过Axie巅峰时期。我们应当珍视这个事实。尤其当模因热潮退去,我欣喜地看到人们重新享受纯粹乐趣。

OpenSea与Ronin的合作或许预示着新起点,两大平台可能由此开启协同增长的新篇章。

OpenSea:令人振奋的展望。非常感谢您的时间,这次对话非常精彩。

杰弗里·泽林:荣幸之至。

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