Original source: A&T Capital
Original source: A&T Capital
This article is only for industry learning and communication, and does not constitute any investment advice.
In the past, there were many definitions of Web3 as a whole in the industry. In order to refine my own framework, I tried to summarize the features that web3 products should have compared to web2 products:
- Decentralized Network Foundation
Decentralized enough, need as little trust as possible, strong infrastructure
Open, composable, common backend
self-managing identities
Ownership of generated data
native digital payment
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general framework
The logic of the vertical axis:For any industry architecture, the three-tier division of application/middleware/underlying foundation is tried and tested; while adding Meme is to consider it as a non-figurative expression of real culture in the crypto world. For the traditional three-tier Layers have possible guiding significance and the potential to form a new layer by itself.
The logic of the horizontal axis:Content distribution/games/social networking/e-commerce are currently the most mainstream sub-tracks in the web 2 era. Considering that these four items meet people's very basic needs, there is a high probability that the web 3 era will continue to exist, just in a different way of expression. ; and joining DAO is to consider that DAO has not been well developed in the Web2 era, and it is a certainty that it will become an important content in the Web3 era.
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Content distribution track
Choose to start from the content distribution track, more referring to the development law of Web2, personal homepage/yellow pages are earlier than social products such as FB, because the business logic of content distribution is simple, and the requirements for supporting technology are relatively low;
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The gray bars all start with Web2, but I don't think they need to be "full Web3ified" just yet
There are many things that can be discovered in this table (of course, there are many things that need to be added), let’s talk about two points first, and two problems I encountered based on my own needs:
1.
For content consumers, the content discovery experience is poor, and simple push + multi-account system will be a phased high-quality solution.
As a content consumer, I only think about three steps most of the time:
how to reach the content
where to watch content
how to pay
Currently, mirror+ethereum+arweave better satisfies the problem of (2) where to view content.
Blockchain native payment + NFT + ENS + Revenue Distribution is also serving well③.
① is the biggest gap: As a reader on Mirror, compared to the active search & passive push experience of Web2, it is not easy for me to find high-quality content. At present, I can only find good content through ① other channels such as twitter Articles, write down the author's mirror address (mirror doesn't even give me the function of following high-quality creators);
②Search keywords through an engine like AskMirror (the search engine sorts the content with a strange logic, and the effect is not good).
Can you add a follow function (if Mirror wants to be pure, can you add it to Askmirror, or push content on Web3Pass/Cyberconnect.me), and then the social graph generated according to the follow can help me recommend, if the information pool Too small to support the algorithm, at least provide a simple sorting by relevance;
The above ideas may not be liked by those users who want to no longer be dominated by big data like Web2, then you can: A. Open a separate address for Mirror reading, and use other accounts for transactions and other operations; B. Whether to give users Agree to the right to share your own information externally, so as to choose whether to enable the push function;
The above scheme B puts forward the requirement of rights management, which cannot be realized under the framework of the current Ethereum/Arweave, which must disclose the information on the chain, that is, it puts forward ① non-disclosure; ② new storage requirements for verifiable ownership , the corresponding solution is no longer limited to the chain structure, off-chain storage or high-quality, only need to sign the storage.
For content creators, the economic operation of creators is not complete, and the separation and implementation of ownership and usage rights are urgently needed.
2.
For content creators, it is nothing more than concern: content form support, content distribution, traffic (fans) accumulation, monetization means; the new feature of Web3 that is the most talked about at present and the biggest difference from Web2 is the monetization means, but the gap is also Notably:
The model of pre-crowdfunding + post-event copyright revenue sharing is a long-standing economic model for content creators on the chain, but so far no platform has implemented this plan well. The reason ① the current blockchain system can be very good The definition of data ownership, but the definition of data usage rights is missing; ②The traditional solution involves law and law enforcement agencies, and these two parts of the chain are temporarily missing;
There is a legal environment on the chain, which is an obvious high-quality solution, but the fact is that we still have to wait for a long time; before that, the pre-staking + DAO model can solve the problem to a certain extent②, of course it is undeniable that if the benefits of doing evil are higher than staking, it will be invalid.
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AMA
Q: Should the traffic aggregation layer belong to the application layer or the middleware layer?
A：There may be both, and they will be two completely different manifestations. In the early days, there is a high probability that the aggregation of the application layer will appear first;
The logic is that there is not much traffic for a single application in the early stage, so the value of the aggregation layer that can distribute traffic (eg, a team with its own traffic) will be very direct; in the middle and late stages, some Protocol/Standard middleware forms may be precipitated.
(The opinion comes from Mr. Pan @nake13)
Q: How do you view the relationship between wallets and user portals in the Web3 era?
A：The wallet can actually be split into three layers: Signer (key management logic) / Provider (middleware from Signer to dApp, such as a set of RPC call rules between MetaMask and dApp) / transfer logic;
The user portal in the Web3 era should be better at the Signer layer, eg richer functions (eg authentication, encryption and decryption), and better UX.
(The opinion comes from Zhixian @frank_lay2)
Q: How to choose between the strict pursuit of decentralization and the periodic concessions to cater to users?
A：Mirror does not have a follow&push function. It can be understood that the project side does not want to be infected with the pain points of web2 that big data controls users, but the UX is indeed not good; : Opensea is now a skin-changing Web2 platform), but Opensea's high-quality UX has indeed attracted users.
Therefore, only the improvement of UX can make crypto gradually enter the habit of the public, and the more the public is exposed to crypto things, it will slowly change and improve their acceptance of decentralization; I think the whole process is long-term and curve-saving. Until decentralization is truly accepted by the public. Therefore, the short-term and small amount of platformization of crypto products is conducive to the development of the industry, and it is also worthy of industry support.
(Inspired by Moxie's My first impressions of web3)
Q: Does Message need to be on-chain?
A：No, even if resource consumption (eg gas fee) is not a problem, you don't want every message on your WeChat to be on-chain; the message only needs to be 1) authentic when being queried; 2) verify the signature.
Discord/TG provides the on-chain address association function, which should be enough.
Q: Do you want to make Web3 products large and complete or small and refined?
A：secondary title
About A&T Capital
A&T Capital is a venture capital fund targeting emerging disruptive technologies. The fund focuses on supporting early to growth stage startups. Backed by 5 financial technology companies Decacorn (a valuation of more than US$10 billion), early supporters of distributed ledger technology, and a group of experienced product leaders, A&T Capital is promoting the next generation of start-ups in the decentralized digital era. It has unique advantages in terms of scale.
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