Cman (@ecvxevv) • Hey
None Capital Co-Founder. Web3 Buidler + Investor | 老韭瞎操7年，不如口袋翻到16年私鑰小紙
Publications
- **SocialFi1.0至2.0的現狀、觀察**
SocialFi 1.0 作為 Web3 社交的開端，暴露了一些問題：
1.用戶過於單一，用戶側寫中不具有多樣性
2.數據孤島，可組合性不足
3.價值捕獲模式待完善。
4.Lens 等社交圖譜協議的發展部分解決了之前的問題，實現了用戶數據確權和可組合型及價值捕獲的正循環。隨著越來越多的生態項目如 Nostr、Orbis 等帶來更多的用戶和流量，更多的開發者也會來到平台上組合更優質的 Dapps。
2023 年 SocialFi 會形成以社交圖譜協議、數據存儲、隱私計算為核心的底層，和以創作者經濟、IM 即時通訊和 DID / 聲譽為核心的社交應用層兩大市場格局。
1.底層類項目以 ToB 為主，投資策略以 SaaS 類工具和平台類邏輯為主，注重內部架構，以區塊鏈核心技術 / 去中心化思想為導向
2.應用類項目以 ToC 為主，投資策略以產品邏輯和用戶導向為主，依賴外部回饋，以場景為驅動需求為導向。
Web3 社交的拐點在於出現了更完備的數據準則 / 協議等底層基建，數據基礎設施會帶來 C 端應用層的流量入口
1.顆粒度更細、更精準的數據庫會帶來應用層的用戶流量會出現更多提升 DApps 用戶體驗 UI/UX 的工具類項目
2.會出現更多圍繞創作者經濟的去中心化媒體內容平台，核心是判斷產品是否有足夠的造福效應和可持續的代幣經濟學，以留住核心用戶和優質創作者並形成內生經濟循環
3.IM 通信協議類工具或在 SocialFi 2.0 爆發。
#Cman
#NonoCapital
- 從SEC將起訴PAXOS發行的BUSD來看"豪威測試"
豪威測試的典故: 豪威測試Howey test源自1946年美國證監會SEC訴豪威公司案，豪威公司將大片柑橘園出售給佛羅里達州的買家，後者隨後將土地租回給豪威。豪威公司負責照料這些果園，並代表業主出售水果，雙方分享收入。絕大多數買家沒有農業經驗，也不需要自己打理土地。
豪威公司並未注冊這些交易，SEC進行了干預。法院的最終裁決認定，該回租協議符合證券投資的標準，需要遵守美國證券法的規定。
該判例產生了具有里程碑意義的豪威測試標準，用於判斷特定協議是否構成證券，該標準包含四大條件：是金錢的投資 (購買穩定幣?)該投資期待利益的產生( 幣安寶、其他理財產品?)該投資是針對特定事業的(Binance?)利益的產生源自發行方或第三方的努力，而非投資方的行為 (推給BSC生態?)
`證券`是 1933 年證券法定義的一個更廣泛的類別，該法案非常模糊。不是一定要從中獲利才能被認為是證券，如果有人為你持有或以其他方式確保價值，並且你相信他們會這樣做，同時沒有其他豁免權，那麽它就是一種證券。在廣義~~且模糊的定義~~上，BUSD可被認定為一種證券。但這次SEC的行為更偏向是一種針對Binance的打擊
#Cman
#Yasai
#Nonecapital
- Hello world!
- Product Roast- Lenstube
@jakubrusiecki.lens is roasting Lenstube and posting it on Lenstube! Welcome to the matrix.
Who should we roast next? #bytes
- Product Roast- Lenstube
@jakubrusiecki.lens is roasting Lenstube and posting it on Lenstube! Welcome to the matrix.
Who should we roast next? #bytes
- We are working on exposing the entire LENS DB over a PUBLIC big query dataset, allowing you to grab huge amounts of data instantly. The LENS API is excellent for smaller queries, but this will open up the doors for bigger computes, ML processes and a lot of other stuff. Shouldn’t be long ⚡️
- what a nice day! lol
- Just borrowed **32K** @gho.lens 🤑 on testnet, feeling privileged 😊
https://gho.aave.com
- We are working on exposing the entire LENS DB over a PUBLIC big query dataset, allowing you to grab huge amounts of data instantly. The LENS API is excellent for smaller queries, but this will open up the doors for bigger computes, ML processes and a lot of other stuff. Shouldn’t be long ⚡️
- Hi,all
Hello world
- Hi,all
Hello world
- UFO has 724 subscribers on @lensprotocol after 4 episodes 🌿
let’s note who was here early ~ free collectible NFT drop for the first 1000 subscribers
- 04 Social Web3 Wallet with Zerion — Alexander Guy
Alexander Guy is head of marketing and growth at Zerion, a Smart Social Web3 Wallet. This is a place to manage your crypto, DeFi and NFT portfolios. Trade across multichain and connect to any decentralized application.
In this episode we get into the crypto lifestyle. Why we think it’s a compelling space to be potentially looking to join a company or create a project. We talk about pitfalls of the crypto lifestyle like FOMO, always being on, stress about security, excessive time on social, information input, and challenges in getting up to speed when you’re new to crypto.
Meeting the Zerion team at ETH Barcelona in July, Alex was telling me about their new mobile crypto wallet and how the platform is extra helpful for web3 citizens. People active in DAOs, token communities and NFTs. I was preparing UFO for launch at that time, and we created a collaboration with Zerion as a sponsor of UFO.
https://zerion.io/
--
UFO is a place for revolutionary ideas. A podcast where artists, musicians and web3 builders talk about the future. Hosted by Nick Hollins and produced by voyager.
FOLLOW US
UFO: https://twitter.com/ufo__club
Nick: https://twitter.com/nick_hollins
voyager: https://twitter.com/voyagerxyz
SPONSORS
@lensprotocol is the open-source tech stack for building decentralized social media applications. A permissionless and transparent social graph that is owned by the user. Lens is the last social media handle you’ll ever need to create. Visit lens.xyz
@zerion.lens combines every corner of web3 in a simple and intuitive app for self-custodial humans. Discover the hottest NFT collections, track your DeFi rewards, and vote in DAOs across 10+ chains. Get started at zerion.io