编者注： 该播客最初由 Chain Reaction 发布。 请按照相关链接访问其内容。 以下描述已在此处合并以供参考。
立即去听
请访问此链接以收听该集的完整内容：https://podtail.com/en/podcast/chain-reaction/multicoin-s-kyle-samani-the-evolution-of-the-web3-/
描述
主持人 Tom Shaughnessy 采访了 Multicoin Capital 的创始人兼管理合伙人 Kyle Samani。Kyle 讨论了他对中间层和全栈开发的预测，吸引开发者进入加密货币领域，行业竞争将如何发展以及对 Web3 栈的完整讨论。
关键点
虽然在堆栈的较高层有很多机会，但第一层的资金最多，因为随着时间的推移，这已被证明是稳定的。未来几年，Web3 实验将呈现爆炸式增长。加密货币领域如同所有的技术领域，一开始发展都非常缓慢，然后突然变得非常快。引语
“当我考虑投资中间层的机会时，随着市场规模的变化，它们的竞争力通常会降低，而且没有多少开发商认识到这些市场的存在。” ——Kyle Samani “随着这些服务的不断成熟，我们将开始看到人们构建世界级的应用程序——我们将在未来 12 个月左右开始看到新事物的出现。”——Kyle Samani 剧集集锦
Kyle 最近发表了他对 Web3 堆栈的 2019 年更新，本次更新的内容是关于反转驱动互联网的数据模型，以便用户拥有自己的数据。Kyle 预测，未来几年我们将越来越多地看到投资的异质性，这将导致更多的整合。如果科技公司和团队的发展方向不正确，他们很可能会损失最后一美元。Kyle 认为，那些被迫在以太坊以外的链上运行或选择探索的公司会选择在某一特定领域非常出色的链。难以吸引新的开发人员进入加密货币领域，因为赚钱的商业模式尚不明确。人们不善于对技术有历史感，也不善于理解，一旦某件事的基本想法产生，还需要很多年才能使这些核心想法运作并获得第一次迭代的产物。现在中间层有很多机会。第一层的资金是最多的。开发人员通常想知道在 12-24 个月内可能会发生什么，这样他们就可以提前构建更好的应用程序。将复杂性推到最高层存在结构性问题；第一层的主要目的是提取复杂性。Kyle 同意 Blockchain Capital 的 Spencer Bogart 的观点，即大多数竞争最终将垂直发生在一条或少数几条链上。Kyle 根据 Polkadot 最近的行为预测，Polkadot 今年将攻击以太坊。全堆栈集成的方法很好，但是没有团队能够在任意合理的时间框架内解决所有的复杂性。
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