今年,我们庆祝了公司成立五周年。在此期间,我们密切关注了整个行业的发展,见证了行业在扩容、索引、数据建模、钱包等功能上取得的成就。核心基础设施多年来一直是构建者的重点;但是,现在一切都将发生改变。游戏、社交媒体、创作者平台、消费者忠诚度等新的消费者应用程序开始出现。今年,我们回到纽约参加 2022 年峰会,决定要升级 web3 堆栈,展示更多全新的设计模式。
我们的理念是新的消费者设计模式将显示下一次加密货币飞跃发生的领域。因此,也会显示最重要的投资机会出现的地方。我们认为这些设计模式都有可能会成立新的大型市场。对于专门用于提高客户体验的加密货币原生产品,市场也会重新洗牌。
这些想法中,有些还有待未来发展,但其中许多已经投入使用或者很快会进入市场。例如,我们的合作伙伴 Matt Shapiro 有幸采访了 Resy and Eater 的创始人 Ben Leventhal,聊到了他的新投资 Blackbird。在峰会之后不久,这家公司就退出了隐形模式。我们还收录了 Delphia 的 CEO Andrew Peek 的演讲。演讲谈及如何利用投资者贡献的数据启用数据 DAO 和金融未来。Tiplink 的创始人和 CEO Ian Krotinsky 也谈到了他如何彻底重构数字资产交易。Nova Labs 的副总统 Mark Philips 谈到了 Helium Mobile 的发布以及了人为驱动的通讯网络。一个聚焦消费者的峰会如果没有谈论到社交媒体的话是不完整的。所以,我们也收录了 Dan Romero 的访谈。他是 Farcaster 的创始人。访谈中他谈及了自己对社群的热情以及 Web3 原语如何重构社交媒体。
和以往一样,我们也涵盖了 Kyle 和 Tushar 的主题演讲。他们谈论了消费者设计模式的发展以及 MEV 作为新的框架如何评估资产分类账。希望您能够喜欢这些 2022 Multicoin 峰会的主题演讲。
消费者加密货币:领先的设计模式
在这次的主题演讲中,Kyle Samani 介绍了消费者加密货币的出色设计模式。在 20 分钟内,他谈及了市场上出现的三大主流模式:任意和双向的价值流动、可信的中立后端,社群所有的 IP。这些趋势都基于 Kyle 去年的可配置性演讲,与当时的理念一脉相承。
MEV 是评估资产分类账的框架
Tushar Jain 也做了 MEV 主流趋势的主题演讲。他所在的公司认为 MEV 能够用作资产分类账的估值框架。人们通常认为 MEV 带有负面的含义,但实际上这是对 MEV 很大的一个误解。事实是,MEV 并不是一个新的概念,它在加密货币之前就存在于传统金融的各个版本之中,对于高效运作市场功能而言至关重要,比如说去中心化金融清算和价格按揭。既然基础设施已经发展,就可以更好地发挥 L1 的价值。
Web 3 和消费者忠诚度的新时代
Ben Leventhal 就不用多做介绍了。他是 Resy(American Express收购)和 Eater (Vox Media 收购)的创始人,这两种产品都影响了数百万用户,在酒店业影响深远。Ben 和我们的合作伙伴 Matt Shapiro 讨论了他的下一个大胆尝试:Blackbird。Blackbird 基于他的经验构建,是一个全新会员制支付技术公司。Blackbird 正在开发的软件产品聚焦于搭建并加强餐馆和客人之间连接。我们为加密货币得以跨越鸿沟并触及已经成熟的大型落后行业而兴奋。 谈话会涉及 Web3 下酒店业会发生的变化。
以协议而不是公司打造社交形象
离开 Coinbase 后,Dan Romero 专注于研究社交媒体的主要趋势和设计模式。作为 Faracster 的创始人,他专注于构建一种新型的社交媒体,高度集中、有意垂直,并且绝对开放和灵活——旨在创造一个全新的社交媒体应用生态系统,而不仅仅是下一个热门的应用。这个讨论小组由 Kyle Samani 主持,概述了社交形象的创新,也初步探讨了开放的社交形象如何改变下一代的社交媒体应用。
HIP-51 和 Helium Mobile
在此视频中,Nova Labs 的 Mark Phillips 分享了 Helium Network 最近的发展,探索了 HIP-51 的应用,这一协议将网络从单一的物联网发展为能够协调多个内部关联网络的网络体系。他还谈到了 Nova Lab 最近宣布的全球首家加密货币运营商 Helium Mobile,以及以人为本的热点如何帮助加速 5G 基础设施的部署。
使用 Tiplink 创新数字资产的交易
在此视频中,Iran Krotinsky 向观众演示了 Tiplink。Tiplink 是一条链,也是一个加密货币钱包。使用 Tiplinks,任何人(不论他们是否拥有加密货币钱包)都可以存储和发送任何数字资产—比如 NFT、稳定币或 Solana。这一点目前还无法实现。Ian 的谈话聚焦了加密货币中隐藏的摩擦,谈及他的任务就是用最简单的方式帮助所有人发送和接收数字资产。
和 Delphia 一起构建金融化数据 DAO
最后,Delphia 的 CEO——Andrew Peek 介绍了数据 DAO 的概念以及如何利用它们来解锁新的数据资源。在此之前,这一点是无法实现的。他在 10 分钟内,详细介绍了 Delphia 的数据 DAO 模型、数据投资的概念,以及他如何利用强大的统一激励措施,为投资者创造阿尔法收益。
如果您喜欢这些视频,而且想要了解更多相关内容,可以在此处的 Youtube 频道上找到过往峰会中我们的所有会谈和演讲。
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