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Jt Song

@jtsong

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88 Followers
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Some thoughts about #Token2049 The key issue in the current phase of the industry is that the narrative is still focused on VCs, exchanges, and internal industry players, rather than appealing to users with compelling concepts like “metaverse” and “Web3” that could unlock the industry's ceiling, as seen in the previous cycle. In other words, whichever platform or project can master such a user-centric narrative will hold the key to leading the next bull market. 1. The level of internationalization has significantly increased compared to last year. A noticeable change (without hard data to support) is that aside from major exchanges, the proportion of Chinese projects exhibiting has decreased. 2. In terms of narrative, the @ton_blockchain ecosystem remains the most popular. Although challenging, ecosystems that can genuinely accommodate users and generate actual revenue are slowly entering the spotlight. High-valuation public chains have significantly decreased presence. Many large Web3 games...
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今年新加坡 #Token2049 小作文： 先说结论，当前阶段整个行业的问题在于：充满了上个周期针对VC，针对交易所，针对行业内部的叙事，但是没有上个周期真正的针对用户包括Web2用户有吸引力的诸如“元宇宙”、“Web3”这类能打开行业天花板的叙事。 其他一些小体会： 1. 国际化程度相对去年大幅提高，直观感受（无数据支撑）是展位除了各大交易所以外，项目方这块华人项目布展的比例没有那么多了，观展过程中也路遇传说中的东南亚大妈团数次； 2. 叙事方面@ton_blockchain 生态依然是人气最高，虽然艰难，但是真正能容纳用户以及能实际产生收入的生态慢慢进入行业视野，高估值的公链, BTC L2等叙事存在感大大降低。不少上个周期着手开发的大型web3游戏已经马上或能逐渐进入公测阶段，并能实际产生很不错的营收，在现场能进行实机演示，具备容纳新用户新...
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