需求是根本，真正的落地永远在泡沫之后。

当前元宇宙产业发展的法律宣传和用户教育、技术规范，虽然元宇宙这个概念已经有30年之久，真正的非物质到产业互联，普惠大众，还有走。

我会围绕三个方面为大家讲述当前当前的话题，今天部分用户先讲的这个主要问题——今天部分教育存在的主要问题第一个部分

元宇宙概念虽然是火，但最终，大多数人在不是什么能做什么，如何理解参与，2021年下云宇宙火爆的时候，出现了很多打着元宇宙号的课程，里边的内容其实是很多老内容的状态下来的，而且还有很多其他喜欢的项目的一些标志性项目有天的课程、会员，知道解解的下场，许多人的费用来自于保存，都在其中分一杯羹，却不曾想学习的费用换来一个“可搜索”的内容。

这不是一个宇宙人来探探的可以使用的密码，这外来一种在财富范围内的探索不是什么都可以用巨大的密码。商业空间，其实很多人可以理解为一片蓝海，最初的互联网一样，人们并不认为互联网能发电什么，便出现了有人去买、买电脑、做网站切入探探等，站在历史的角度看，那些行为是不学无术的。

但没有可能产生巨大的泡沫让我们有可能产生一个优秀的成长，教育用户开始产业发展的原因是公司的其他原因，讲互联网上的行为也能这也是破败的真正原因，可以和行业的所有行业让持子模式更广泛的在小子圈内传播和更成熟的，很容易在中圈内很有可能。喜欢未来的同行，都可以在容易的范围内找到方向，创新者来做这个。

理，元宇宙目前相对而言有游戏、NFT、虚拟土地、AR眼镜、等国家可以体验这些的部分VR体量仍然可以体验到它，在政策中切入如何切入不一样的情况下，但地大众参与元宇宙，引导一个事件的发生，也可以让宇宙圈正常的根本原理，只有当这件商品能够初试且正向的落地时，才会正确，会路疏通，公路通，任重道远。

元宇宙的火爆恰逢其时，近三十年才铸就今日的辉煌。

19992 年，Nealson C 的小说《雪》第一次出现在 Metaverse（元宇宙）中，人们描述了中以虚拟形象在现实空间和各种软件进行了一个虚拟的世界。

这是第一次宇宙应该真正的地球观元时，这天关于地球的人类重新翻阅元年是世界的宇宙的小说是什么？

让我们来回顾一下宇宙的历程发展。

1994 年，Ron Britvich 创建了 WebWorld，这是第一个能够进行数字聊天、建造和旅行的 2.5D 世界。不久之后，Britvich 便便将 Knowledge Worlds（后来成为 Worlds Inc.），并与其他设计师一起开发阿尔法世界。

199 年，AlphaWorlds 展示了 5 个 3D 装置的名字命名，改名为 Active Worlds。后来，Active Worlds 是最重要的 3D 世界，吸引了用户重新浏览网页，等级指数级。

2003年，内森·柯创造了一款名为Tring的世界游戏开发中的世界游戏第一款。BBC、地产、CNN社社将《第二等报》作为发布平台，IBM曾在游戏中购买过，建立自己的销售中心，瑞典等国家在游戏中建立了自己的驻外代表，西班牙的当事人在游戏中进行讨论。

2000年6月blox公司发布了一款虚拟世界、休闲游戏和用户自建内容的Roblox，并于2021年发布。

2013 年，JDN Dionisio 了一篇论文：3D Virtual Worlds and the Metaverse: Current Status and Future Possibilities。在论文中，他将虚拟世界阶段的发展分类成：

第一阶段：1970年代末，基于计算机文本所制作的虚拟世界

第二阶段：1980年代，包含2D图形图形、具有社交元素的虚拟世界

第三阶段：190年代中，包含用户创建内容（User-Created Content），3D图像以及开放式社交的虚拟世界

第四阶段：2000年代，包含更完善的系统，UGC工具以及经济图像质量和保真度的虚拟世界

第五阶段：2010年代，去中心化治理的虚拟世界

在历经30年的以及即将到来的30个人的到来中，让我们现在的这个世界越来越向元宇宙出发，一些人认为元宇宙是我们真正脱离现实生活的一个，我们把元宇宙和现实生活带进来，更多人可以找到快乐、职责，并在世界中的虚拟角色。

但这是不正确的，元宇宙更多是我们每个人实现节本增效，打破大家的约束时代，对远在千里的进行客户服务，就像互联网都使用了微信、支付宝、大众工具、元宇宙的一些工具让我们更好地进行地面生产，以生产进一步生产人本时代，基础设施需要完善，类似元宇宙等生产前 29 年，他们同样的努力方式才今天的爆红。

在这一年中，有收获，有感慨，有挫折，有感激。

首先感谢身边许多朋友给予的帮助与支持，使得我从事这个行业半年多的时间里快速成长，也需要感谢接触到的每一个圈外人，是他们让我没有困在圈层之中，还需要感谢每一个支持我的粉丝，愿意将时间奉献在我这个行业新人的直播当中。

同时，我也开始逐步将想做的事情走向正规化、精细化，让这个行业更加“出圈”，庆幸的是，行业也在走向正规化。

可能行业的正规化对于一些“老人”来说并不是什么好事，因为正规化意味着监管与约束，这会让他们失去一些机会，做起事来束手束脚。

但这也是一个行业在经历十余年发展后所需要的现象，监管意味着对它的认可，从而优胜劣汰，纵观其他行业，随着时间的流逝与从业人数的增长都和当下我们所经历的完全一致。

区块链这个行业的生长速度已经远超互联网行业，但相应政策出台的速度远远没有跟上，所以才导致了现在的“野蛮生长”。

然而，快速增长的背后，都离不开一个“黑天鹅事件” — — 新冠疫情。

从公链-ICO-交易所-DeFi-NFT-链游-元宇宙，几年来热点不断，我们一直在追逐的财富流转的方向，然而始终是少数人踩在了风口的正中央，所谓厚积薄发，形容这个圈子再合适不过了，在层出不穷的热点新闻出现时再去追逐的只能沦为接盘者。

去年做了十大预测，今年也同样会以回顾去年，展望明年的方式为大家撰写这个部分。

首先还是让我们看下去年所做的预测有哪些？是否应验了呢？

1、比特币在2021年12月31日之前将达到5万美元。√

2、市面上10%的数字货币将会被淘汰。× — — 虽然有很多币已经淘汰，但增速远远超出了想象。

3、市值前100名中由中心化机构控盘的数字货币将有一半被淘汰。× — — 市值前100的名单较去年相比发生了翻天覆地的变化，但SEC与XRP的诉讼时至今日仍没有结果。

4、可跨链的去中心化交易所将迎来爆发。√

5、各国加密货币相关政策出台。× — — 各国对于加密货币虽有扶持和限制各不相同，但现在的监管对象仍是交易所和挖矿，加密货币相应的政策仍未出台。

6、联盟链成为明年的发展重心。× — — 以太坊仍是主流，联盟链虽不断成长，但仍没有成为发展重心。

7、链上应用与链下场景相结合的应用不断增多。√

8、DID的研发会被提上日程。√

9、NFT领域的总价值至少翻倍。√

10、以太坊2.0可能会提前释放，但进度并不会更改。× — — 在以太坊2.0的基础上虽然出现了Lido等解决方案，但仍没有达到提前释放阶段，难度炸弹的推迟也在一定程度上改变了原有的以太坊2.0进展。

整体来说，预测的正确率在50%，让我最没想到的是元宇宙的爆发，Axie Infinity的火热、Roblox上市、Facebook改名等事件让“区块链出圈”这件事板上钉钉，也让我们看到了各国政策对于这个行业合规化的可能，以前项目方与投资者暗中获益的时代也一去不复返，往后区块链行业只会越来越专业化、越来越细分。

好了，今天的重头戏即将揭晓，我为大家展望一下对于明年的预测：

1、国内会将“挖矿”全面清除。无论是今年的5.19还是9.24文件都可以看出，政府部门在将“挖矿”列为淘汰产业的同时，也体现出了清退中国矿工的决心，但依然不够细，无法彻底清除，在DCEP进行冬奥会试点之前，可能会产生新的补充政策，针对挖矿产业在法律上的进一步细则。

**2、现有的链游会淘汰70%左右。**根据DappRader数据显示，现存链游数量超过1200个，还不包括未发行的游戏，然而时代的潮流始终是向前的，即将上线的illuvium外加一些传统游戏商的进军会通过游戏质量吸引用户，现有的游戏一定程度上只是炒作工具，注定不能持续，这场淘汰潮流可能会想PC端游戏淘汰网页游戏一样。

**3、以太坊2.0升级完成之后将继续扩大市场占有比例。**当下是多链共同竞争的时代，以太坊因为Gas费过高的缘故导致了一定程度上的用户流失，即便是EIP-1559也没能很好地解决用户问题，但以太坊2.0升级完成之后将会大幅降低Gas费用，提升以太坊性能，外加DeFi、NFT、DID等优质项目均在以太坊链上的优势，将使得以太坊的市场占有比例会进一步扩大。

**4、虚拟土地的价值会迎来泡沫期。**可以看到，以Decentraland、The Sandbox为首的虚拟土地引来了许多传统行业的进驻，然而相应的技术接入设备却并未发展成熟，例如可以自由建模的Quest现在也仅限于美国和加拿大的用户，在泡沫叠加度与技术成熟度不匹配的情况下，短期之内可能会出现泡沫蒸发的现象，甚至出现价值下降。

**5、CBDC将被全球大多数国家提上日程。**我国的CBDC — — DCEP明年将在冬奥会进行试点，而使用场景也在不断增多，其他国家例如欧盟、美国、俄罗斯、英国等也处于CBDC的方案指定与研发中，但数字化趋势不可逆，CBDC并不是少数国家的高级游戏，仍有许多未参与的国家将会在明年加入这个队伍中来。

6、针对加密货币和NFT的政策会在一些经济、技术领先的国家先行出台。加密货币在2021之前可以说和其他经济体相比走出了独立趋势，但随着监管和趋势的介入，“经济脱钩”这一现象在加密货币领域已经成为过去式，在今年对于中心化服务设施的监管政策出台后，明年对于加密货币的监管及税收政策将会更加完善，一些DeFi、NFT类龙头项目不可能永远脱离发达国家进行生存，需求决定趋势。

**7、会有更多的公司以DAO形式进行改变。**DAO的概念在2021异常火热，例如Coinbase、ShapeShift等公司均以DAO的形式对内部架构进行了变更，随着DAO热点的火爆和新冠疫情的持续，会有更多的公司以DAO治理，打破原有内部商业架构，将DAO理念践行至自身。

**8、DID与隐私两个板块可能会成为明年的双热点。**今年NFT、链游概念爆火，为行业带来了“双热点”，它们的最终实现目标是元宇宙，在此理论之下，可确权的数字身份和保障隐私安全这两个相辅相成的赛道可能会迎来爆发期，而它们本就是元宇宙概念实现路上不可或缺的一部分，且许多相关项目获得了资本的青睐。

**9、AR/VR设备与NFT项目的连接或将迎来爆发式增长。**在元宇宙概念爆发一段时间后，一直厚积薄发的VR/AR设备制造厂商嗅到了机会，纷纷开始“以热蹭热”，知名的众筹平台kickstarter几乎每天都能迎来VR/AR新设备的发布，而NFT这个具有创作性和互动性的板块对于AR/VR设备需求的接入也越来越大，结合成为了必然趋势，当然，也少不了资本的助推。

**10、明年第二季度可能会迎来加密货币行业的熊市。**2021整整一年我们都处于加密货币行业的牛市当中，在中国补充政策未出、美联储加息、各国监管政策未出台等因素情况之下，这个牛市似乎有一点不太真实，然而当这些因素接憧而至的时候，资金的流向将会说明一切。

总的来说，今年区块链行业在“出圈”与“赋能”路上给到了我们一定的答案与思考，Coinbase上市、挖矿行业淘汰、EIP-1559实施、Axie Infinity爆火、奢侈品巨头发行NFT等大型事件无一不在将这个行业对外进行扩张，美国26%的持币人口和英国34%的企业接入量充分说明了这一点。

区块链行业的发展回头看过去和互联网行业走过的道路类似，只是增速和形式不同而已，挖矿产业就像21世纪初的工厂，红利期已过，行业的发展在迈向下一个阶段。

人人都说，区块链是元宇宙不可或缺的一部分，AR/VR设备也是，一个由多种技术驱动并行的元宇宙世界将如何与现实世界结合？新冠疫情的冲击是否会进一步影响人们的生活形态？加密货币与NFT明年又会迎来怎样的监管？

让我们一起拥抱当下，感受未来！

只有不断前行，才能留在原地！

元宇宙因科技的加速而崛起，却因人类的贪婪而放缓。

回首看一下科技的进程，自1946年电脑诞生以来，我们经历了电脑端-网页-手机-云计算-大数据-AI的时代，现在正处于区块链+元宇宙+量子计算+脑机接口的“新科技”爆发时代。

这一段历史看似很长，中间却有很多关键节点推进着它们的发展，比如第二次世界大战、美国九一一事件、非典、金融危机、新冠疫情等等，它们都是不可预测的“黑天鹅”事件，却在事件结束后诞生出了许多知名公司，比如微软、苹果、亚马逊、PayPal、奈飞、阿里、腾讯、美团等耳熟能详且占据我们日常的独角兽。

我们的使用的通信工具从书信-邮件-电话-互联网发生了翻天覆地的变化，但是这就够了吗？人的需求是永远无法满足的，这才铸就了一代又一代的升级，在5G时代，视频成为了主流，那么下一步呢？

交互体验变得越来越重要，虽然VR/AR不是什么新鲜事物，几年前就出来了，但它一直有诸多问题，比如显示的内容分辨率不高、交互卡顿、头戴时间长了会头疼、应用不够多等等，但5G商用普及对于元宇宙一定是很关键的时间点，这也是为什么元宇宙的火爆恰逢其时的原因。

很多人都认为现在的世界已经足够好了，一部手机就可以完成付款、点外卖、玩游戏等等附加功能，为什么还需要元宇宙呢？

就像4G时代人们疑惑为什么还要研发5G一个道理。

我认为新冠疫情的持续在元宇宙的推动上发挥了很大的作用，因为疫情，我们开始使用腾讯会议、ZOOM等远程办公软件，一些线下生意搬到了线上，更多的远程自动化软件诞生，但是需求早已不是最初的模样，就好像人们对于出行的需求从走路-自行车-电动车-燃油汽车-新能源汽车-自动驾驶一样，阶段不同，需要的产品也会不同。

当前互联网产业已经如此内卷了，在内容载体、传播方式、交互方式、参与感和互动性上长期缺乏突破，导致“没有发展的增长”。而元宇宙的出现恰逢其时，可以帮助互联网企业走出内卷，聚合产业，把想象空间变得更大。

其实说白了，元宇宙归根到底还是“我们想要什么”的演化，我们想要让出行更加便捷，于是便有了汽车，我们想要把通信时间变快，于是便有了手机，我们想要便捷地体验各种各样的服务，于是便有了智能手机，我们想要降低信任成本，于是便有了区块链，我们想要消除空间带来的隔阂，于是便有了元宇宙。

当下所呈现的元宇宙形态和90年代末的互联网一样，与生活结合还太过遥远，但泡沫初现，当它破碎、甚至沉寂一段时间之后或许才能出来真正的元宇宙形态吧，资本家的贪婪或许会导致技术的迭代继续放缓。

下篇文章为大家讲讲元宇宙是如何诞生的。

人们当下所追逐的浪潮，未必是元宇宙真正的形态。

今天给大家讲一讲我所理解的元宇宙是什么样子？

百科上是这样解释的：元宇宙（Metaverse）是整合多种新技术而产生的新型虚实相融的互联网应用和社会形态，它基于扩展现实技术提供沉浸式体验，基于数字孪生技术生成现实世界的镜像，基于区块链技术搭建经济体系，将虚拟世界与现实世界在经济系统、社交系统、身份系统上密切融合，并且允许每个用户进行内容生产和世界编辑。

这个解释其实已经用最短的文字告知了我们元宇宙是什么，但对于大众来讲，这些词语太过高端，读完之后仍然摸不着头脑。

如果你有看过《头号玩家》和《失控玩家》，那么恭喜你，已经成为了一个元宇宙的初阶玩家。AR、VR的形式在两部电影中已经呈现出了很强的视觉效果，但我们所需要了解的是，它们只是一个入口，一个从现实世界进入到元宇宙世界的入口，而不能把它们称之为元宇宙。

我所理解的元宇宙世界应该是这样的：

在未来，会区分为现实世界工作者和元宇宙世界工作者，现实世界工作者负责生产现实中人类生存所必需的东西，比如食物、水、汽车、设备的研发等等；元宇宙世界工作者负责在元宇宙世界当中生产虚拟房产、社交网络搭建、虚拟金融系统等等。

因为在全球房地产行业下行和碳中和需求迫切的前提下，新的能源并不那么容易制造出来，就像近几日摩根大通全球商品战略主管Natasha Kaneva也对油价的继续上涨表示出了担忧，在生活环境被迫改变的情况下，通货膨胀将成为日常，资金也会寻找新的方向进行出入。

那么，元宇宙世界中会有哪些要素呢？我觉得和现实世界类似， 它应该是一个集身份、社交、游戏、会议、货币等多重方案为一体的未来世界，但这个世界的重构一定会比现实世界的建立难度更高，但增速也会更快。

其中最困难的莫过于和现实世界的平衡与连接关系，比如现实世界地震了，此刻的你正在戴着VR眼镜玩游戏该怎么办？元宇宙世界的钱太容易赚，没有人愿意在现实世界开餐馆为人们提供食物了怎么办？这些便是元宇宙世界创造过程中一定会面临的阻碍。

而元宇宙的作用主要是隔绝人们之间的空间关系，例如把淘宝现在的购物体验从看图片变为实际的交互体验，点击一件衣服选择M号就可以自动穿在身上，感受是否合适，减少退货率；例如一家公司的合伙人在多个城市，可以在元宇宙世界中体验到实际办公的既视感与协作感，减少空间带来的隔阂。

下篇文章给大家写一下为什么我们需要一个元宇宙世界。

大家都在议论“元宇宙”，却少有人真正理解“元宇宙”。

现在讲元宇宙，和上半年讲NFT是一样的，比如我上半年在公开场合一直强调一句话：“NFT不仅仅只是艺术”一样，元宇宙也不仅仅只是链游。

可以看到元宇宙比NFT更加出圈，更加吸引到了传统机构的介入，然而对于普罗大众来说，仍处于观望与迷茫当中。

从逻辑来看，区块链改变的是人与人之间的信任关系，而元宇宙改变的是人与人之间的社交关系，可以说，元宇宙与区块链密不可分。

这个逻辑拿到现在的游戏行业是最恰当的，因为在玩游戏的时候，你可以不知道对方是谁、身处于哪个国家，只要彼此之间在游戏中互动良好，就能产生一种新型的社交关系，这也是为什么元宇宙的爆点从游戏开始的原因。

我这段时间一直在体验Roblox，作为元宇宙方向的第一家上市公司，用户数量和应用体验相对来说已经很完善了，各种各样的像素化游戏体验和IP结合，打造了一个前所未有的生态连接。

在这里，你可以自己进行一款游戏的设计，也可以参与到别人设计的游戏当中，就像adobe公司提供的是设计工具一样，可以利用这些工具按照自己的想法进行创造。

玩的比较多的是《鱿鱼游戏》，其中还原最真实的是“123木头人”，声音、画面和动作与电视剧中展现的形式完全一致，感觉身临其境一般，在无数次尝试后上传了一个通关视频，感兴趣的朋友可以点击链接观看：

https://b23.tv/zd6Jp6G

还有一款可以推荐大家体验的是MetaHuman Creator，是由Epic Games（堡垒之夜的游戏制作团队）所研发的图像创作引擎，让我在十分钟之内就创造出了一个全新的虚拟人物，视觉冲击和使用上的便捷让我大受震撼。

发现它的起因是很多人都在咨询我元宇宙和链游方面的东西，包括圈内和圈外的人，我就想我是不是可以用一个虚拟人物来打造属于自己在元宇宙世界中的专属IP呢？带着这个想法，我搜索到了大量关于MetaHuman Creator的视频和文章，才发现这是一个今年4月就已经上线的应用，就这样我打开了新世界的大门。

由于人物创建之后对于我这个没有编程基础的人来说有点困难，所以仍需一些时间进行研究，希望明天的某一天开始我可以用这个自己创造的虚拟人物给大家做直播，并带领大家一起进入到元宇宙的世界当中。

以上两个是寻找过程中使用体验比较好的应用，只需要一台电脑和手机就可以使用，而且视觉感做的也不错。

好了，这次分享就先写到这，由于元宇宙方向的内容太多，需要逐步梳理，我会不定时的给大家分享一些内容，便于大家理解，下篇文章我会写一下我理解的元宇宙是什么。

这个月几乎每天都有新的游戏项目出现，让投资者的情绪瞬间FOMO起来，10天回本、20天回本之类的话语不断冲击在投资者脑海中，但是这个设想永远是建立在稳定且增长的基础之上，在大火的农民世界经历了一轮大起大落后，也让一部分投资者开始清醒，寻找更加优质的项目。

奈何出现的项目太过花里胡哨而又氪金，让一些项目直接做出来就是讲币价而不说明优势，好一波收割打的玩家猝不及防。

不好的游戏就不说了，从游戏的逻辑来理解一下，开发一个游戏的周期有多长？大家可以想想，突然冒出来的游戏真的那么赚钱吗？你真的能在下跌之前抛售吗？现在许多公链都拿出资金在找传统游戏工作室赋能区块链属性，而不是新开发的，这就是现状。

我在前几天的直播中也讲到了元宇宙，讲到了链游，包括我自己也在向元宇宙方面去转型，但莫名杀出的链游和打着元宇宙外壳的资金盘真不是我所看重的目标。

再说说挖矿，对于很多着重于挖矿的参与者来说，这个月过得似乎没有那么愉悦。

11月16日，国家发展改革委召开11月份例行新闻发布会，表示将以产业式集中式“挖矿”、国有单位涉及“挖矿”和比特币“挖矿”为重点开展全面整治。

会议之后，多个地区开启了挖矿整治活动，拿出了在中国实现虚拟货币挖矿“清零”的决心，而这一点对于中国这个拥有巨大人口的发达国家来说是必然的。

从一些从事传统行业人的口述中了解到，他们对于挖矿整治这个问题表示支持，尤其是制造业，当下的限电政策导致产能下降，价格上升，而耗电最大且与大多数企业没有收益关系的事情就是挖矿，所以他们希望尽快停止从而恢复产能。

再从另一个角度看待这个问题，碳中和是全球都在讨论的话题，中国每年向大气中排放的二氧化碳超过60亿吨，位居全球之首，第二是美国的59亿吨，第三是俄罗斯的17亿吨，而数据这一新型生产力需要消耗大量的能源，所在以未来电力并不是唯一的消耗方案，但是想要实现碳中和以及增加其他能耗方式并不是三五年就能解决的问题，这就导致了许多公链开始转向PoS。

行业大热的两个概念NFT和DeFi现在已经进入到传统公司的视野当中了，上半年获得融资的优质项目现在已经开始发力推出应用，大的项目也在开始逐步以空投的形式激励早期参与用户，仿佛在帮助加密货币这个行业推上新的高度，我们都身处于这场狂欢之中。

最后，从行业外看下经济环境的大趋势，目前全球因新冠病毒的变异导致经济下行，美国的持续放水一直是经济学家们对于经济危机的预兆，疯狂购物的“双十一”竟引来了C端与B端的双维权，说明了大众对于玩法意识的提高以及商家在现有的经济环境下受阻而不得不想出更多玩法来销售产品。

元宇宙这一新兴产物引来了抢人大战，涉及到了多个行业的参与，区块链作为其中一环必然会带来新一轮的增长，而作为参与者的我们如何能够在其中参与到这场“百团大战”并获得福利呢？只有源源不断地学习，赚认知内的资产。

下个月经济学家们的年度总结相信也都会不约而同地探讨元宇宙这个词语，希望大家偶尔走出圈层，看看圈外的世界，毕竟这个行业已经和传统行业结合起来了！

行业混沌引热潮，谁能突围看功底。

Twitter: https://twitter.com/ULink88

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Mirror.xyz: https://mirror.xyz/ulink.eth

我对比了一下去年国庆7天和今年国庆7天的Gas平均值，2020年10月1日-10月7日，Gas值从100降到了87，而2021年10月1日-10月7日，Gas值从93涨到了150，其实差不太多，但ETH 的价格从去年10月7日的340美元涨到了如今的3600美元，涨幅超过10倍，消耗的Gas费用也发生了变化。

我从去年的9月4日正式进入这个行业，那时的我甚至连钱包和交易所都不会用，更不用说当时最火的DeFi了，就连Uniswap空投我都没明白空投的逻辑在哪里，相信这也是许多小白刚刚进圈时内心的写照。

今年门槛更高了，9.24政策出来之前，最火的是NFT，想要在最大的NFT交易平台OpenSea上购买一个NFT，需要钱包、ETH和VPN，操作流程相对来说比较简单，只是高昂的Gas费会让购买者在操作前会格外谨慎，毕竟可是每笔操作都需要上百元人民币当手续费呢。

9.24政策出来之后，交易所纷纷表态支持国家政策，给予用户一定时间操作，逐步进行清退，使得许多投资者纷纷把自己的币种提现钱包，然而紧接着一些用户量较大的钱包也发出了公告，将仅保留查看余额和转账功能，对于大陆用户来说操作极不友好，毕竟大家还没有学习Unsiwap的使用就被拒之门外了。

作为一个刚刚入圈一年出头的全职从业者，我讲下我在这个过程中做了什么。

去年Uniswap空投之后，Gas费真的很高，我也没有多少闲置资金，就拿这些钱在交易所买了ETH，提现至钱包（这一步骤我研究了整整3天），然后入了几个土矿（懂得都懂），结果肯定是小额资金的血本无归，但是还好我的质押币种是ETH，也还能取出来，所以这就让我在国庆期间有了诸多尝试的空间。

我在各类DeFi项目上来回出入，包括交易、借贷、挖矿、合成资产等等，尝试了很多个项目和类别，但主要是国外项目居多（被前几个土矿坑怕了，也还有一丢丢英语基础），算下来大概有接近100个项目了，可以说是一个略微有点经验的小白啦。主要当时Gas费确实便宜，平均每次操作在0.3–1.5美元的ETH。

紧接着，我就开始研究更多的领域，包括NFT、隐私、DID等板块，研究方式和DeFi的使用方式类似，有什么可以尝试的应用我都会先去使用再评估它的好坏。像Axie Infinity和NBA Top Shot这种去年11和12月就曾爆火的游戏证明了一切热点都是可追溯的。

就这样，10月22日，我创建了“小张讲区块链”公众号，并发表了第一篇文章。

在经过近半年的学习、看书和参加会议后，我终于开始对这个行业有了更深刻的理解和自己的目标，萌生了创业的想法，创立了ULink，也开始认识更多的从业者。

讲一个小插曲，在我交互了近100个项目之后，偶尔会收到一些空投，导致我会继续交互更多的项目，甚至没有搞明白冷钱包和热钱包，在去年11月的一天凌晨，我的账户被清空，早上醒来只是看到了一堆交易数据和清零的钱包，让我逐步意识到了账户安全的重要性，希望看到这个部分内容的读者有所警戒。

以前人们总说“二八定律”（20%赚钱，80%赔钱），放到币圈应该是“一二七定律”（10%赚钱，20%持平，70%赔钱）。

这个行业正在进行一个政治抗衡，区块链作为主要的基础建设技术不只有炒作，它自带的全球化属性就是最好的证明，大家都在竞争区块链在自身国家所占据的份额，想要通过它完善自身，萨尔瓦多选择了用比特币作为法币，美国和韩国选择了让加密货币合规化，中国因为资金盘的太过泛滥，从严执法也不是没有道理，拥有全球区块链专利第一的国家也有这个资本。

建议各位，少动多看，跟随国家政策走，该调整的时候一定要迅速调整，技术当头的时代一定要选择正确的道路，厚积薄发。

Last month witnesses the return and continuation of the bull market. The price of the Bitcoin once again rose to reach $50,000 after a few months, which shows us more possibilities for multiple public chains besides Ethereum.

Meanwhile, supervision is to be tightened. This can be seen from the reactions of various countries. Last month’s cryptocurrency tax bill for the United States has been the focus of everyone’s attention. Under the continuous improvement of the regulations, the U.S. Senator Toomey and Lummis stated that they have reached a bipartisan agreement on the crypto asset tax amendment on August 10. The agreement excludes miners and key wallets from the reporting rules.And the changes have reached an agreement with Warner, Sinema, and Portman.

The Philippine Ministry of Finance, the country where the popular Axie Infinity’s largest user group is in, , stated that income from Axie Infinity and other play-to-earn games is subject to pay income tax. Subsequently, Axie Infinity also tweeted that it looked forward to cooperating with the entity country (government) on the courseof encouraging innovation and empowering players, and called on its digital users to abide by local laws.

On August 30th, the Central Bank of the Philippines (BSP) is considering classifying Axie Infinity as a payment system operator (OPS), strictly monitoring how players use and exchange SLP tokens/crypto assets in the game, and whether to use it as a kind of payment method and the scope of its merchant network. Once the central bank decides Axie Infinity as OPS, the game’s production company, Vietnam-based Sky Mavis or its local partners must complete OPS registration with the central bank, otherwise it will stop running.

The attitudes of the above two countries and project parties show that the combination of cryptocurrency and law in the future will become one of the most significant topics in the world. A tracking report on the global central bank digital currency (CBDC) shows that 81 countries (accounting for more than 90% of global GDP) are currently exploring central bank digital currencies.

How to legislate? How to levy taxes? How to avoid excessive speculation? These three major problems have become problems that all countries in the world have to solve. In the current situation of normalization of the epidemic, the demand for transnational transactions has accelerated the implementation of the blockchain, and has also offeredthe public a better view of online income, laying a solid foundation for the digitalization of the whole people. The bubble can only be eliminated when the technology is realized and currency drives out the bad currency. Now everything depends on the country’s policy.

Poly Network had $ 610 million in crypto assets stolen last month, attracting much attention. Although the hacker eventually returned all the assets, many agreements such as DAO Maker, Punk Protocol, Neko and Ref.Finance and Liquid Exchange are is not as lucky as Poly Network while confronting the security problem. It is rather hard to believe that so many attacks are just to help the project team discover vulnerabilities. These incidents have exposed the security problems of blockchain applications. The sentence “I need to harden the iron” fully reflects the current status of blockchain applications. Since the popularity of DeFi last year, security incidents have emerged one after another. Only infrastructure and security issues have been resolved, the public can use it with confidence.

Poly Network theft incident slow fog replay content:

https://slowmist.medium.com/the-analysis-and-q-a-of-poly-network-being-hacked-8112a35beb39

After the completion of the EIP-1559 upgrade, the gas fee rose instead of falling. Although it brought deflation and appreciation to ETH, some investors and users were still suffering from high gas and chose other public chains for use. The soaring Ethereum Gas fee last month is, essentially mainly because NFT projects go on and on. The meta-universe, avatar, fragmentation and other forms of display are popping up. Is this a big bubble or can it really land? To empower the application, we need to keep our eyes open and look for high-quality and valuable items in it, because “No matter how good the avatar is, there is no scene but CX”.

NFTs currently need to solve the problem of counterfeiting and copyright ownership. Non-copyrighted NFTs are prone to risk of falling prices or even zeroing. The same is true for some purely imitated NFTs. Although there are many types of NFTs and trading platforms, pricing and the rights and interests of the NFT still need to be explored, whether it is the addition of traditional industries or the original digital assets created on the chain. It just so happened that two cases of copyright problems occurred last month:

(1) Till Lindemann, the lead singer of the German metal band Rammstein, sells NFT tokens, which are video digital art he recently shot at the Hermitage Museum in St. Petersburg, Russia. However, the museum stated that the sale was unauthorized and did not allow Lindemann to take pictures there.

(2) Matt Furie, creator of the “Pepe the Frog” meme, requested that the frog-themed NFT project worth more than US$4 million be removed from OpenSea because it infringed its copyright. The NFT project is called “Sad Frogs District” and contains 7000 Sad Frog NFTs formed according to the program selection from approximately 200 features.

OpenSea transaction volume in August

In addition to the increasing in the number of of NFT projects in the crypto market last month, there are also several well-developed public chains, such as Avalanche, Polygon, Solana, and Terra.

Avalanche’s TVL rose from US$220 million to US$2.01 billion from August 18th to August 29th, showing a very strong performance.

Polygon also acquired Hermez last month, which is also the first acquisition in the crypto field in the form of a Token merger, providing an innovative form for the industry to move forward.

Average Gas Consumption Data in August

DeFi

As of August 30, according to DeFi Liama data, the total lock-up amount in the DeFi field is about US$152 billion. The TVL of each public chain is as follows:

Ethereum: 111.79 billion US dollars

BSC: $17.96 billion

Terra: $7.71 billion

Polygon: US$4.73 billion

Solana: $3.04 billion

Avalanche: $2.19 billion

As can be seen from the above figure, Ethereum still occupies the leading position, greatly surpassing other public chains. Among them, AAVE’s total lock-up amount on the Ethereum and Polygon chains reached 13.7 billion U.S. dollars, becoming the number one project in TVL. .

On the evening of August 5th, the deflation of EIP-1559 officially started. As of August 30th, 133437.5 ETH had been burned, worth about US$428,633,371.79. On average, 5.75 ETH was burned per minute. The most burned application was OpenSea, with multiple NFTs last month. The explosion of applications has led to a sharp increase in transaction volume, which is the main reason for the burning.

Cross-chain agreement

Up to now, many mainstream cross-chain protocols have had problems and frequent security incidents have shown us that many interoperability solutions are not safe to use, or even unusable. Now many “bridges” are temporarily pieced together to meet the immediate needs of the project.

Cross-chain protocols are currently facing problems such as high construction costs and high demand. The current temporary solutions cannot meet user needs for a long time due to imperfect architecture or other problems. A safer “bridge” is always an issue that such project parties need to consider. That’s because the entire ecosystem will benefit from safety and good design.

On June 29th, THORChain, a decentralized cross-chain transaction protocol, tweeted that a malicious attack on THORChain was discovered, and the capital loss caused by the attack was US$140,000.

On July 2, the XDX Swap on the cross-chain decentralized exchange DDEX was attacked. The attacker made a profit of 85.17 ETH (approximately US$178.5 million), and all the profits have been cross-chained to Ethereum.

In the early morning of July 11, the cross-chain asset bridge project ChainSwap (ASAP) suffered a hacking attack due to a key vulnerability in its smart contract, and lost approximately US$8 million.

At 1 am on July 12, the Anyswap decentralized cross-chain transaction protocol officially tweeted that Anyswap multi-link was attacked by the v3 version. The loss was about 2.4 million USDC and 5.51 million MIM, totaling about 8 million U.S. dollars.

On August 10, the cross-chain aggregation protocol O3 Swap (O3) cross-chain pools saw a large transfer of assets, and Binance Smart Chain and Polygon’s total assets of USD 335 million were transferred to two addresses.

On the same day, the cross-chain interoperability protocol Poly Network was also attacked, with a total of over US$610 million transferred to 3 addresses.

NFT transactions highlights

On the evening of July 31, the NFT sale of Animetas triggered a surge in Ethereum gas fees within a short period of time, which exceeded 1,250 GWei at one time.

On August 3, Uniswap founder Hayden Adams paid 78.99 ETH (approximately US$202,000) to purchase CryptoPunk 6055 NFT.

On August 3, the NFT collection “Coca-Cola Friendship Box” co-launched by Coca-Cola and the 3D virtual avatar application platform Tafi was auctioned on the OpenSea platform. The auction price was 217.4541 ETH (approximately US$540,000). Donated to Special Olympics.

NFT transaction data in August

On August 13, Fortune magazine conducted its first NFT sale, part of which was a set of the latest cover art limited edition NFT designed by digital artist pppleasr, with a total sales volume of 429 ETH, approximately US$1.3878 million.

0n1Force opened the pre-sale at 0:00 on August 20, and it was sold out in only 5 minutes, causing the Ethereum GAS fee to briefly soar above 2400Gwei. The total number of 0n1 Forces is 7777. Each person can cast up to 2 0n1 Forces, and the casting cost is about 0.07777ETH.

On August 23, Visa purchased the CryptoPunk NFT numbered 7610 for approximately US$150,000. After that, there were dozens of transactions in CryptoPunks, and the transaction amount basically ranged from 60–200 ETH, most of which were 60–100 ETH.

On August 25, Budweiser purchased the Tom Sachs Rocket Factory NFT works for 8 ETH. In addition, Budweiser purchased the ENS domain name Beer.eth for 30 ETH (US$100,000). Budweiser has reached a long-term partnership with NFT media store VaynerNFT. Budweiser is seeking to use NFT to convert tickets and products into NFT. Budweiser will also create a new intellectual property-driven NFT experience for its fans, thereby providing an experience based on sports, entertainment and music.

On August 28, the NFT project of Adam Bomb Squad released by the clothing brand The Millions early in the morning caused more than 1,900 ETH to be burned within 24 hours, and caused the Ethereum Gas to skyrocket to more than 1,500 GWei.

OpenSea transaction data

Big event

On August 4, the NFT-based game application “Louis: TheGame” was launched to celebrate the 200th anniversary of the birth of founder Louis Vuitton. The game contains the history and anecdotes of the founder’s life, as well as artwork by NFT artist Beeple (Mike Winkelmann). Players can collect a total of 30 NFTs during the game, and Beeple provides 10 unique NFTs for this purpose.

On August 13, as the 100th anniversary of the birth of “Star Trek” creator Gene Roddenberry (Gene Roddenberry) is approaching, RNDR renders the network parent company OTOY and Gene Roddenberry Manor to join hands with the representative artists of “Star Trek” Denise Okuda and Mike Okuda, Doug Drexler and Daren Dochterman, use NFT technology with high fidelity and historical accuracy to collect and save the precious life and work data left by Jean for future research and possible re-creation.

On August 13, the Ethereum expansion project Polygon (formerly Matic Network) acquired Hermez Network, an Ethereum expansion solution based on ZK-Rollups, for $250 million. The two projects also merged their native tokens-MATIC and HEZ-which was the first such transaction in the crypto space. On August 29, Hermez officially changed its name to Polygon Hermez. MATIC will become the utility token of Polygon Hermez. Polygon has allocated 250 million MATIC tokens to develop Polygon Hermez, 90 million of which are allocated to investors and the remaining 160 million. Assigned to the initial team supporters and developers. The team stated that the HEZ and MATIC token merger smart contract has been deployed to the testnet, and the mainnet time has not yet been determined.

On August 14, the US magazine Time and the NFT project Cool Cats jointly released a limited edition NFT series.

On August 15th, the 20th anniversary vinyl NFT “Monk” was officially released on QQ Music. The number of NFT sold was 2001. Among them, the publisher Hu Yanbin’s team reserved 18 copies and 1983 copies were publicly sold. Data shows that 79,368 people participated in the draw this time, with a winning rate of 2.5%.

On August 23, PayPal is expanding its encryption service to the UK, allowing customers to buy, hold and sell four cryptocurrencies on the platform: Bitcoin, Ethereum, Litecoin and BCH.

On August 25, Facebook considered launching a digital wallet while building an NFT function.

On August 26, the MMORPG mobile game “Legend 4” (Steam name: Mir4) under the world famous online game company Yumeide was officially launched globally. This game uses blockchain technology NFT and utility tokens. Players can use game characters and dark iron properties to experience blockchain technology.

On August 26, China’s largest visual creativity platform, Vision China, released the “2021 Semi-annual Report”. The report described the platform’s exploration and achievements in the NFT field in a larger length, and revealed that the platform may launch its own NFT digital art Trading platform.

On August 27th, the Ethereum Domain Name System (ENS) announced the complete integration of the DNS Namespace on Ethereum, allowing any .com domain name to be associated with an Ethereum address. For example, if you have example.com on DNS, you can import it into ENS and continue to use example.com instead of example.eth. In addition, users are also allowed to set ENS records to receive ETH, BTC, and DOGE on the example.com domain name Wait for cryptocurrency. The Ethereum Domain Name System stated that the development of this feature was funded by the Ethereum Foundation and ETC Labs.

On August 29, the listed company Ninth City announced that it would launch the NFT platform NFTSTAR, which is expected to be officially launched in the fourth quarter of this year. In addition, former Dapper Labs vice president of operations Gagan Palrecha has been invited to join NFTSTAR as chief operating officer.

Innovative NFT application

KONG.Land

On August 26, the experimental “encrypted country” KONG Land opened 500 founding citizenship purchase qualifications. The founding citizenship token is CITIZEN. The founding citizen will receive a physical passport, an NFT and the qualification to join Discord. KONG Land is an experimental “encrypted country” whose mission is to connect the physical world with the digital world by adopting its public product SiLos (or Silicon Locked Contracts) on a global scale. Like other countries, KONG Land has citizenship requirements, unique culture, working government (DAO of DAO) and so on. At the beginning of its establishment, KONG Land will exist as a cloud country, and its citizens will jointly export encrypted assets for projects in different industries such as stable currency, identity, fashion, and art. The SiLo chip will be provided to projects that provide part of the governance tokens to the KONG Land warehouse. With sufficient funds, KONG Land will continue to invest in the research of secure physical encrypted assets, explore new commodity exports, and develop methods of encrypted countries in the digital and physical fields to benefit its citizens.

Rarible Protocol

On August 13, NFT market Rarible announced the launch of a set of open source tools (called “Rarible Protocol”) to greatly simplify the process of launching NFT projects and ideas. This agreement will benefit the Rarible ecosystem and promote innovation.

· The core of Rarible Protocol is a decentralized exchange. Applications built on the Rarible Protocol can share order book liquidity.

·One of the most powerful features of the protocol is its ability to share costs during the transaction, which makes it possible to jointly create NFTs.

·Rarible Protocol implements royalty standards for NFTs minted by the protocol and NFTs minted externally. No matter which platform the transaction is conducted, the creator and the platform’s royalties will be complied with.

·Rarible Protocol is currently deployed on Ethereum and will soon be available on Flow and Polygon.

· There are currently 20 different projects building applications on this agreement, including Rarible.com.

·Rarible DAO mainly supports projects based on the agreement in two ways: a total of approximately US$40,000 in RARI tokens are allocated each week, and the RARI obtained by each application is proportional to the sales volume of the week; and developers based on the agreement provide up to A grant of US$100,000.

Alethea AI

Alethea AI is an intelligent NFT infrastructure service provider that aims to create a scalable and interactive intelligent NFT (iNFT) AI infrastructure, and plans to build a meta-universe composed of robots. Alethea AI, as a decentralized synthesis medium, allows creators, developers, and fan communities to use their own virtual economy to create intelligent and interactive AI avatars. Previously, the first iNFT work “GPT-3 NFT” launched by Alethea AI and Robert Alice was successfully auctioned at Sotheby’s auction house for US$478,000.

major projects

Dydx

Dydx is the world’s first decentralized digital currency derivatives trading platform. Well-known investors such as Coinbase CEO Brian Armstrong and Abstract Ventures CEO Scott Belsky also participated in the investment. dYdX aims to establish more open, transparent and safe financial products through decentralized technology, and will develop regulatory-compliant methods on its platform. On August 26, the cumulative trading volume of the decentralized derivatives trading platform dYdX exceeded US$10 billion.

On August 3, Dydx launched the dYdX Layer2 protocol governance token DYDX. The total amount of DYDX tokens is 1 billion, which will be distributed to all dYdX ecological participants within five years, including community users, investors and the dYdX team. Among them, 50% (500 million pieces) will be allocated to the community. Specifically, 25% will be allocated to transaction mining users, 7.5% to retrospective mining users, 7.5% to market makers, and to market makers. 5% of the reserve fund is allocated to 2.5% of users participating in the liquid staking pool, 2.5% to users participating in the DYDX staking user (insurance pool), 27.73% to past investors, and 15.27 to dYdX Trading or dYdX Foundation members %, 7.00% allocated to future members of dYdX Trading or dYdX Foundation. Five years later, the community can vote to determine the inflation rate of DYDX tokens for additional issuance; the current maximum inflation rate is 2% per year.

Dydx transaction data in August

SuperRare

Super Rare can easily create, sell, and collect rare digital artworks. Their smart contract platform allows artists to publish limited edition digital art collections tracked on the blockchain, which are rare, verifiable and worth collecting. Its mission is to help artists make a living on the Internet, while contributing more works of art to the world. We believe that artists should be able to make a living in the way they love. We believe that the ability to ensure a certain percentage of secondary market revenue for artists is one of the most revolutionary and exciting capabilities provided by Ethereum smart contracts. This is similar to a musician who obtained a percentage of the sales of vinyl records released in the 1960s and is still sold in second-hand record stores today.

On August 18, the encrypted art platform SuperRare announced the launch of version 2.0 and issued the governance token RARE. The total amount of RARE tokens is 1 billion, of which 15% will be airdropped to users who sell or buy art on the platform before July 21. If the tokens are not claimed within 90 days, the tokens will be returned to the community vault . In addition, version 2.0 also includes the independent exhibition space SuperRare Spaces, the project autonomous organization SuperRare DAO, and the “sovereign smart contract” that can be used by independent artists on SuperRare to create custom NFTs or brand tokens.

Cryptovoxels

Cryptovoxels is also a project that has attracted much attention in the meta-universe field. It is a virtual world built on Ethereum, a 3D blockchain sandbox game composed of plots and Minecraft-like voxels. Simply put, it is a completely open free sandbox game. Players do not have any objective tasks and can do whatever they want in the game. You can explore freely on the big map, extending from west to east to dozens of kilometers.

On August 25th, the meta-universe platform Cryptovoxels announced that it will launch BOOP tokens, and will issue BOOP token airdrop rewards 1:1 according to the number of visitors to the player’s parcel.

Financing news

Krystal, a one-stop DeFi portal incubated by Kyber, completed $6.6 million in financing, with Hashed leading the investment.

NFT trading platform MakersPlace completed $30 million in financing, led by Bessemer and Pantera.

NFT creation and issuance platform Cent completed a seed round financing of 3 million US dollars, and Galaxy Interactive participated in the investment.

Aspen Digital, a one-stop digital asset management platform, completed US$8.8 million in financing, led by British investment trusts RIT Capital Partners and Liberty City Ventures.

Onramp Invest, a technology platform serving investment advisors, completed a US$6 million financing, and Coinbase and WisdomTree participated in the investment.

Blockchain data provider Messari completed a US$21 million Series A financing, led by Point72 Ventures.

On-chain data and market analysis platform CryptoQuant completed a $3 million financing, with Hashed leading the investment.

Reddit announced that it has received US$410 million in Series F financing. Fidelity Investments led the investment. The new round of investment valued the company at US$10 billion.

DeFi Transparency and Project Rating Platform DeFi Safety completed a $1 million seed round of financing, and Andre Cronje led the investment.

Helium, a decentralized wireless network, announced that it has completed a $111 million financing through a token sale, led by a16z.

Multi-chain wallet Liquality completed $7 million in financing, with participation from Hashed and Galaxy Digital.

Certik, a blockchain audit company, completed a $23 million B round of expansion financing.

Dune Analytics, an encrypted data analysis platform, completed a $8 million Series A financing, with USV leading the investment.

MobileCoin completed a 66 million B round of financing with a valuation of 1 billion U.S. dollars, with Alameda and Coinbase participating in the investment.

CertiK, a blockchain security auditor, completed a $24 million B+ round of financing. Tiger Global and Hillhouse Ventures jointly led the investment.

InfStones, a blockchain company, received US$10 million in Series A financing.

Bitcoin infrastructure company Blockstream announced the completion of USD 210 million in Series B financing, led by investment management company Baillie Gifford and crypto exchange Bitfinex operator iFinex.

The decentralized network Alethea AI raised US$16 million, and LD Capital participated in the investment.

Blockchain streaming media and ticketing platform Eluvio completed a $100 million valuation round A financing, led by entertainment giant Fox (FOX).

NFT music platform Royal completed $16 million in financing, led by Founders Fund and Paradigm.

Pay attention to September

The spirits company Bacardi is launching NFT tokens to celebrate the release of the new limited edition “BACARDĺ Reserva Ocho Sherry Cask Finish” rum series. The new rum series will be on the shelves in September, and the NFT works will be unveiled and auctioned on September 1. The auction will last for two weeks.

Salvador’s official Bitcoin wallet Chivo Wallet will be launched on September 7. The government will not force residents of the country to accept Bitcoin as a payment method. Salvadoran citizens download Chivo Wallet in the app store and will receive 30 USD worth of Bitcoin. Chivo allows citizens to automatically convert Bitcoin transactions into U.S. dollars, which can be kept in Bitcoin wallets or cashed on 200 ATMs in El Salvador Form extraction. Earlier, the El Salvadoran legislature passed a bill in June this year to establish Bitcoin as legal tender, and the country must wait another 90 days after it was published in the official gazette. The wallet launch date on September 7 is also the time when the El Salvadorian Bitcoin law takes effect.

Hosted by CC Global and The Blockchainer, the Chain Plus Asia-Pacific NFT & DeFi International Summit, supported by the American Blockchain & Cryptocurrency Association, Singapore Blockchain Association, Indian Blockchain Association, and Hong Kong Blockchain Association, was held at 9 It will be held online from 9–11, positioning in the Asia-Pacific market and radiating the world. 3D virtual conference will be used for the first time, and you are cordially invited to experience the digital international conference in the era of global epidemics.

Christie’s will open an NFT auction with the theme “No Time Like Present” at 14:00 on September 17, Beijing time. Participating works include CryptoPunk, Bored Ape Yacht Club, and Larva Labs’ latest creation Meebits.

Summarize

After the upgrade of Ethereum London, we have seen more possibilities for Ethereum, and it is gradually moving towards dominance. The explosion of multiple NFT projects last month has allowed people to see its value and is gradually changing people’s cognition of NFT — It is not only a work of art, but it also makes difference with its social and practical attributes.

I think fragmentation is a way of CX. NFT itself is a non-homogeneous form. It can be combined with more entities as equity, but splitting into a token will only accelerate the bubble period of NFT. Turning a non-financial product into a financial product is not necessarily the best way to use the current status quo. YFI founder Andre Cronje and some major industry players have warned about this.

Security issues are always the top priority. It can be seen from the many security incidents that occurred last month that for the project, the project security has not been done well, and no matter how much TVL, it will only fall short, and the final loss is mainly those who bear the loss. Investors who continue to believe in project development.

The development speed of the meta universe has exceeded our imagination. The movie “Out of Control Player” released last month depicts some scenarios that may happen in the future, allowing the public to be on the scene.

The industry is constantly developing, and the speed of breakthrough innovation has far exceeded our imagination. Who can break through depends on landing and innovation. Blindly imitating hot spots can only become a short-lived phenomenon. Only be those pioneers and forge ahead stay in the wave.

**Twitter: **https://twitter.com/ULink88

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拿我自己的案子为例。几天前我在上海看过一些艺术展览。无论是加密艺术展还是传统艺术展，观众总是那么少。人们被它呈现的精彩图像所吸引。很少有人探索作品的内部，就像不是每个人都能理解达芬奇的画一样。

每个人都知道 Nft 的概念。它是不可转换的令牌。如果它被拆分，它可以被称为NFT，只要它是不可互换的。以我们的脸为例，即使看起来相似的双胞胎在脸上，也会有一些细微的差别，但有人会买一个人的脸吗？我不这么认为。

但是，人脸人工智能识别公司不是只是在这个领域赚钱吗？在疫情期间，之所以能如此迅速地识别密切接触者，是因为商场中各种人脸 AI 公司形成的数字识别减少了时间：在医学方面，美容也使用数字化在面部结构一个接一个。设备升级和改进的不断创新，使这种丰富的娱乐活动成本更低。

这一切都与脸本身是分不开的，而脸本身是NFT。它本身不会产生价值，但当与其他场景结合时，它自然会与价值输出连接。这个 NFT 可能是我们每个人需要的。就像身份证也可以做成 NFT ，也可以做成无限量。每次它消耗一个NFT，它可以成为自己持有的资产，但这需要与隐私保护相结合，因为这些信息需要保护。

从游戏的角度来看，这是一种更容易被90后和00后所接受的形式，也是公众参与的最简单方式。以"国王的荣耀"为例。如果每个字符或皮肤都被视为 NFT，则每个玩家仅成为此 NFT 的用户，脚轮仍将记录在区块链上，只需将其原始 NFT 出售给第三方公司。

还有社会代币的方向。事实上，已经有一些项目在做这样的事情，但他们还没有被关注。社会 NFT 代币不需要考虑发行数量，而是根据 NFT 的持有类别来恒定代币的价值。例如，如果我使用名为 A 的 NFT，我可以与 NFT 的制造商进行交互，并且我使用名为 B 的 NFT 与 B NFT 的制造商进行交互。如果我同时持有两者，我可以与双方互动。在此下将生成一种新的 DAO 治理形式，允许创建者和用户之间的点对点交互。这是区块链需要解决的问题。

**回到艺术部分，很少有人愿意花50美元离线去看展览而不是展馆，而且每年都有很多展览。**如果它不同于其他展览后，它只是"我支付了这个展览。"可以说展览失败了。

艺术之所以利基化，是因为它具有高度的创造力和可识别性，每个人都能理解的不是所谓的艺术。

艺术、摄影、音乐、书法、绘画等都可以称为艺术，但当传统艺术或加密艺术与利基艺术分离时，其价值将变得不那么稀缺。

恩夫特 · 利夫特 ，以最接近艺术的主要运动为例，如足球、篮球、排球、网球、棒球和高尔夫。恩夫茨随着市场的发展，产能需要扩大，为市场带来更多的活力。

，NFT目前的发展形式使许多人把它看作是艺术，但事实上，只要它是一种无法复制的产品，它就可以被称为NFT。其类别范围非常广泛。，德菲·做了NFT