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

marsbit2026-01-21 tarihinde yayınlandı2026-01-21 tarihinde güncellendi

Özet

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。

Trend Kriptolar

İlgili Sorular

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。

İlgili Okumalar

Unveiling the Whales of the World Cup Prediction Market: Smart Money Stumbles on the Pitch, 'Buy No' Outperforms 'Buy Yes'

**Title: Unveiling the Whales of the World Cup Prediction Market: "Smart Money" Stumbles on the Pitch as "Buying No" Outperforms "Buying Yes"** An analysis of pre-match trades over $5,000 on Polymarket for 20 completed group stage matches reveals a counterintuitive finding: large "smart money" bets were not consistently accurate. Aggregated pre-match buying volume was $89.55 million, with a weighted hit rate of only 48.5%. Holding these positions would have resulted in an estimated net loss of about $1.76 million (ROI -2.0%), challenging the notion that big money reliably predicts outcomes. The data highlights several key dynamics. Draws proved to be a major risk, significantly impacting bets on favored teams, as seen in Belgium-Egypt and Spain-Cape Verde. Markets were more efficient for clear mismatches (e.g., Germany's big win) but became prone to bias when favorites were overvalued. Notably, buying "No" shares (betting against a specific outcome) significantly outperformed buying "Yes," with hit rates of 62.4% vs. 37.5%. This suggests the market often overprices popular narratives, creating value in contrarian positions. Individual trades showed extreme volatility. One wallet (mintblade) earned an estimated $6.77 million by betting against Iran, while another (LEEEROYJENKINS) lost roughly $8.39 million on a Belgium win. The market favors high-risk, high-reward information trading rather than steady arbitrage. For sustained insight, wallets with consistent performance across multiple matches (e.g., swisstony) are more telling than one-off big bets. Ultimately, the Polymarket acts less as a crystal ball and more as a mirror, reflecting crowd bias and the inherent unpredictability of football. True "smart money" may lie not in predicting the future, but in identifying and exploiting market mispricings while respecting risk.

marsbit6 dk önce

Unveiling the Whales of the World Cup Prediction Market: Smart Money Stumbles on the Pitch, 'Buy No' Outperforms 'Buy Yes'

marsbit6 dk önce

Bezos' Third Startup Still Can't Avoid Musk

Jeff Bezos Returns as CEO for Third Venture, Still Can't Avoid Musk After stepping down as Amazon CEO in 2021, Jeff Bezos has returned to the front lines as co-CEO of Prometheus, an AI startup he founded. In a recent CNBC interview, Bezos described the experience as "Type 2 fun"—exhausting but ultimately rewarding. Founded less than a year ago, Prometheus has already raised over $18 billion in two funding rounds, achieving a staggering $41 billion valuation. Prometheus aims to develop a "General Engineer AI" to accelerate the entire "invention loop"—design, simulation, testing, and manufacturing—for complex physical products like jet engines, spacecraft, and medical devices. This positions the company at the intersection of Bezos's past experiences: Amazon's platform-building scale and Blue Origin's rigorous physical engineering. This marks Bezos's third major venture, following Amazon and Blue Origin. His co-CEO is Vik Bajaj, bringing expertise from life sciences and hard tech. Bezos now dedicates most of his time to Prometheus, signaling his belief in its transformative potential. The move also comes as Bezos's space company, Blue Origin, faces challenges, including a recent test explosion delaying its New Glenn rocket. Meanwhile, Elon Musk's SpaceX achieved a record-breaking IPO, surpassing Amazon's market cap. While Musk focuses on AI for executing physical tasks (like Tesla's robots and SpaceX's engineering), Bezos is betting on AI to *invent* in the physical world. Prometheus enters a crowded industrial AI field with players like OpenAI, NVIDIA, and Tesla's Optimus. Its lofty valuation bets on the unproven but massive opportunity to become the foundational platform for engineering in the AI era—a "blue ocean" Bezos hopes to define before Musk does.

marsbit9 dk önce

Bezos' Third Startup Still Can't Avoid Musk

marsbit9 dk önce

Won't US Stocks Ever Fall Again? The 'Great Melt-up' Trap in the Era of High Debt

The article analyzes a popular theory circulating online that the U.S. stock market may be mathematically incapable of a true, sustained decline due to the country's massive and growing national debt. The argument suggests that the government's only path to managing this debt is through inflation and money printing, which would nominally lift asset prices like stocks, creating a perpetual "melt-up." The author places this idea within the historical context of market melt-ups, such as the dot-com bubble and Japan's asset bubble, where prices detach from fundamentals driven by momentum and FOMO. While acknowledging that a high-debt environment creates incentives for inflation, which is generally favorable for assets over cash, the article refutes key claims of the online theory. It clarifies that interest payments are not about to exceed GDP, that printing money is not the only option for the government, and that stocks do not reliably rise in lockstep with hyperinflation, citing historical examples from Germany, Zimbabwe, and Venezuela. The more probable outcome, according to the author, is a prolonged period of financial repression—moderate inflation above interest rates that slowly erodes debt and cash purchasing power, leading to nominally higher asset prices but potentially lower real returns. The core warning is that while long-term market trends may be upward, this does not eliminate the risk of significant interim crashes (30%, 40%, or more) or guarantee real wealth creation during inflationary times. The conclusion advises against betting one's entire financial future on a smooth, perpetually rising market narrative. Instead, it recommends a disciplined, diversified strategy involving productive assets (stocks, real estate, some gold, short-term bonds) and an adequate cash buffer to avoid forced selling during downturns. The key takeaway is to avoid extreme concentration in expensive assets and leverage, and not to base investment decisions on the hope that every market dip will inevitably be rescued.

marsbit29 dk önce

Won't US Stocks Ever Fall Again? The 'Great Melt-up' Trap in the Era of High Debt

marsbit29 dk önce

The Fate of Digital Banks: No Fancy App Can Outshine a Banking License

The Fate of Digital Banks: A Flashy App is No Match for a Banking License The article argues that despite attracting billions of users with fee-free checking accounts and sleek apps, most "neobanks" struggle to be profitable because their core business—transaction fees—is inherently low-margin. The real profit engine of banking is lending (credit), which generates interest income. However, many early neobanks operated without their own banking licenses, which restricted their ability to lend at scale. Examples like Nubank, Revolut, and Chime illustrate the point. While they gained users with free accounts, their eventual profitability came from rolling out credit products. The piece highlights systemic risks for neobanks that rely on third-party infrastructure, citing the Synapse bankruptcy, which froze user funds and revealed the fragility of such models. The solution, according to the author, is obtaining a formal banking license, like the U.S. OCC's national trust charter. This provides regulatory backing, allows direct custody of funds, and eliminates dependency on intermediary partners. The trend is now evident in the crypto sector, where companies like Kraken, SoFi, and others are actively pursuing such licenses. The article concludes that while technology changes, the fundamental business logic of banking—profiting from lending—remains constant. Successful digital banks ultimately conform to this old model, just with better interfaces and fairer terms.

Foresight News37 dk önce

The Fate of Digital Banks: No Fancy App Can Outshine a Banking License

Foresight News37 dk önce

İşlemler

Spot
Futures

Popüler Makaleler

MASK Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Mask Network (MASK) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında Mask Network (MASK) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: Mask Network (MASK) Varlıklarınızı SaklayınMask Network (MASK) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: Mask Network (MASK) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Mask Network (MASK) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

230 Toplam GörüntülenmeYayınlanma 2024.12.12Güncellenme 2026.06.02

MASK Nasıl Satın Alınır

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların MASK (MASK) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

活动图片