2个大事件:
1、2021年10月28日,月活破30亿的Facebook正式官宣改名为Meta,元宇宙和Web3等概念正式从币圈破圈;
2、2021年12月8日,美国众议院加密金融听证会有议员喊出“确保Web3.0革命发生在美国”,引发各国政府和企业关注;
第二次互联网泡沫的破裂:
众所周知,移动互联网红利已消失殆尽,再靠烧钱抢用户模式大战很难维持下去,每天都有互联网公司裁员倒闭破产,近期倒闭的每日优鲜就是典型例子;
互联网大厂利润日益下滑,裁员潮引发人人自危,对行业充满了担忧;
Web3概念的出圈给互联网人带来了新的希望,大量的互联网大厂离职人员纷纷加入或创业Web3公司,就连Z时代、00后甚至大学生抛弃了互联网大厂,纷纷关注并参与Web3行业,似乎Web3明天就能实现;
国内外互联网大厂为了摆脱发展瓶颈,纷纷注册了元宇宙公司,成立了Web3部门,加入Web3革命的浪潮;
2022年7月13日,上海市政府发布《上海市数字经济发展“十四五”规划》,明确支持发展Web3和元宇宙等新兴行业;
Web 3.0,翻译为第三代互联网,目前并没有明确定义,我们将它描述为基于区块链技术的去中心化的互联网技术的合集,有新的技术、新的范式、新的组织形式以及对应的价值观世界观。
Web 3.0这个概念最初是由HTTP的发明者Tim Berners-Lee在互联网泡沫时期提出的,是指一个集成的通信框架,互联网数据可以跨越各个应用和系统实现机器可读。Web 3.0通常也被称作为“语义网”(Semantic Web)。
到了2014年,以太坊联合创始人、Polkadot创建者Gavin Wood在一篇名为《DApp:Web 3.0是什么》的博客文章中重新定义了Berner-Lee提出的这个词,用来指代一种区块链技术,可以基于“无须信任的交互系统”在“各方之间实现创新的交互模式”。Gavin Wood这篇文章的重点并不是加密资产,而是共识引擎和密码学等协议和技术。这些协议和技术可以实现更强大的网络社会合约。他之后又阐述了Web3的终极目标,那就是“更少信任,更多事实(Less trust, more truth.)”。
Web 3.0 目前为止仍未有标准定义,却有一些基本的特性,包括:去中心化(Decentralization)、去信任化与无权限化(Trustless and Permissionless)、人工智能与机器学习(Artificial Intelligence and Machine Learning)、连通性与无边界网络(Connectivity and Ubiquity)。
去中心化
在Web 3.0中,数据以“区块”的形式存储在区块链上,计算机或服务器作为“节点”分布在庞大的区块链网络中。
goes to centralize
in Web 3.0 & #xff0c; data are stored in blocks & #xff0c; computers or servers are distributed as nodes in a vast network of block chains.
单个节点无法拥有链上所有的数据,促进了分布式访问,从而实现了多个故障点容错。
A single node does not have all the data on the chain & #xff0c; facilitates distributed access & #xff0c; and thus achieves multiple failure point tolerance.
开放性
在Web 3.0的世界里,你只要用一个区块链账户,就可以无需许可地加入任何网络,不用再为了使用某项服务而牺牲隐私或改变位置。
in a world of Web 3.0 xff0c; you can join any network xff0c without permission; you can no longer sacrifice privacy or change position to use a service.
隐私性、安全性
相较于Web2.0而言,Web 3.0是一个更安全的选择。例如,去中心化使不怀好意的人难以获得大量数据。
Privacy, Security
is a safer option than Web 2.0 for xff0c; Web 3.0 is a safer option. For example, xff0c; decentralisation makes it difficult for undesirable people to obtain a large amount of data.
用户对自己的数据拥有更强的控制权,他们可以决定是否要出售有关其使用网络的信息,或保持匿名。
Users have stronger control over their data xff0c; they can decide whether to sell information about their use of the network xff0c; or remain anonymous.
Web全称为World Wide Web,缩写WWW ,即全球广域网,也称为万维网
Web is fully known as World Wide Web & #xff0c; acronym WWW & #xff0c; i.e. Global Wide Area Network & #xff0c; also known as the World Wide Web
表现形式:
Expressions:
- 超文本(Hyper Text)
- 超媒体(Hyper Media)
- 超文本传输协议HTTP(Hyper Text Transfer Protocol)
互联网:凡是由能彼此通信的设备组成的网络就叫互联网,即使仅有两台机器(计算机、手机等),英文为internet,注意是小写的i;
Internet xff1a; Internet xff0c for a network of equipment capable of communicating with each other; even if only two machines xff08; computers, mobile phones, etc. xff09; xff0c; English Internet xff0c; note ixff1b;
因特网:因特网是互联网中的一种,使用TCP/IP协议让不同的设备可以彼此通信,由成千上万台设备组成的网络,英文为Internet,注意是大写的i;
因特网主要服务有万维网(WWW)、文件传输(FTP)、电子邮件E-mail、远程登录(Telnet)等
Internet xff1a; Internet is a xff0c in the Internet; different devices can communicate with each other using TCP/IP protocols xff0c; network of thousands of devices xff0c; English is Internet xff0c; note ixff1b;
Internet main services are the World Wide Web (WWWW), file transfer xff08; FTP), e-mail, remote access xff08; Telnetxff09; etc.
万维网:只要应用层使用的是HTTP协议,就称为万维网,英文为Web;
Web全称为World Wide Web,缩写WWW ,即全球广域网,也称为万维网
World Wide Web & #xff1a; HTTP protocol & #xff0c as long as the application layer is used; called World Wide Area Network & #xff0c; English Web & #xff1b;
Web fully known as World Wide Web & #xff0c; acronym WWW & #xff0c; or Global Wide Area Network #xff0c; also known as World Wide Web
Web诞生历史
1946年2月14日,世界第一台现代计算机ENIAC在美国宾夕法尼亚大学诞生
1969年最早的互联网(internet)阿帕网(ARPANET)在美国诞生,只连接了4台计算机
1983年1月1日,阿帕网和国防数据网络正式改为TCP/IP标准,因特网(Internet)诞生
1989年蒂姆·伯纳斯·李(Tim Berners-Lee)开发出世界上第一个Web服务器和第一个Web客户端
1991年8月6日蒂姆·伯纳斯·李建立世界上第一个网站http: //info. cern. ch/,万维网Web诞生
14 February 1946 xff0c; birth of the world's first modern computer, ENIAC
at the University of Pennsylvania, United States of America, the earliest Internet (ARPANET) born in 1969 xff0c; connection only to four computers
1 January 1983 xff0c > ; official change of the Apa and Defence Data Network to TCP/IP standards xff0c; birth of the Internet (Internet)
Tim Bernards Lee #xff08 of 1989; birth of Tim Berners-Lee #xff09; development of the world's first Web server and the world's first Web client
> 6 August 1991
什么是Web3.0
2020年,万维网之父Tim Berners Lee说“互联网的精神应该是去中心化的,但现在一些公司已经把互联网当成了垄断联盟”
what is Web3.0
2020 xff0c; the father of the World Wide Web, Tim Berners Lee, says, “The spirit of the Internet should be decentralised xff0c; but now some companies have used the Internet as a monopoly union.”
Web3.0是互联网的下一个时代(价值互联),
本质是去中心化的互联网,把经济体系嵌入到互联网,
基于区块链技术实现价值的流通与重新分配。
Web3.0 is the next era of the Internet xff08; value interconnection xff09; xff0c;
is essentially decentralized Internet xff0c; embedding the economic system on the Internet xff0c; and
is a flow and redistribution of value based on block chain technology.
Web3.0是一个全面的体系,它要实现从存储、协议、网络、机制、应用以及生产方式、组织方式、分配方式的变革,
它不仅改变了生活(包括金融、认证、票据、政务、版权、溯源、医疗、公益、商务、组织方式等诸多方面),
还延展了想象(如游戏、元宇宙等领域);
Web3.0 is a comprehensive system & #xff0c; it seeks to bring about changes in storage, protocols, networks, mechanisms, applications and modes of production, organization and distribution,
it not only changes life & #xff08; it includes a variety of aspects such as finance, certification, paper, government, copyright, traceability, medical care, public goods, commerce, organizational methods xff09; xff0c;
it also extends imagination xff08; xff09; xff1b in areas such as games, meta-cosm; xff1b;
Web3.0不是具体技术,实现它需要用到区块链、人工智能、物联网、通信技术、硬件发展、云计算等技术;
Web3.0 is not a specific technology xff0c; its realization requires technologies such as block chains, artificial intelligence, object networking, communications technology, hardware development, cloud computing xff1b;
2020年被称为DeFi年,DeFi(Decentralized Finance)去中心化金融
2021年被称为NFT年和元宇宙元年
2022年被称为DAO年,Web3时代全面开启
2020 is called DeFi & #xff0c; DeFi (Decentralized Finance) goes to central finance
2021 is called NFT
2022 is called DAO & #xff0c; the Web3 era is fully opened
区块链是实现Web3的核心技术,是实现价值互联网的基石,要想理解Web3必须学习和理解区块链的基础知识;
区块链的不可篡改、可追溯的特性为实现Web3带来了可能性;
区块链的智能合约和Token机制为Web3和元宇宙的虚拟和现实映射带来了价值传输的经济模型基础;
Block chains are the core technology for achieving Web3 & #xff0c; the cornerstone for value Internet & #xff0c; the basic knowledge & #xff1b that web3 must learn and understand the chain of blocks & #xff1b; the immutable, retrospective properties of the
block chain have created the possibility of achieving Web3 & #xff1b; the smart contracts and the Token mechanism of the
block chain have brought the economic model of value transmission to Web3 and to the virtual and reality mapping of metacosystems #xff1b;
Web 1.0 是一个返璞词,指的是万维网发展的第一阶段,时间大约从 1991 年到 2004 年。 在这个阶段,内容创作者很少,绝大多数用户只是内容的消费者,“用完即走”。
Web 1.0 is a reword & #xff0c; refers to the first phase of Web development & #xff0c; the period from 1991 to 2004 & #xff0c; very few content creators & #xff0c; the vast majority of users are content consumers & #xff0c; “Step out”.
Web 2.0 时代,普通的网络用户可以极低成本的在各个互联网平台上,进行信息交换和协同合作,此时互联网产品的核心理念是互动、分享与关联
Web 2.0 Age & #xff0c; ordinary network users can interact, share and connect at very low cost on various Internet platforms & #xff0c; exchange of information and synergies & #xff0c; at this point, the core idea of Internet products is to interact, share and connect
Web 3.0 时代,用户可以对内容和价值掌握在自己手上,不再受平台的约束,可以实现一个账号登录各个平台,数据内容随用户流动;
Web 3.0 Age & #xff0c; users can hold their own content and value & #xff0c; no longer be bound by the platform & #xff0c; one account can log on to various platforms & #xff0c; data content moves with users & #xff1b;
Web3.0发展进程
2006年5月,万维网之父Tim Berners Lee首次提出 Web3.0概念,但不成熟,跟现在的理解不一样
2014年4月17日,以太坊联合创始人 Gavin Wood首次在博客全面解释了Web3.0时代
2021年10月,Facebook改名Meta,元宇宙和Web3.0热度暴增,Web3.0概念开始走向普通大众
2022年1月7日,美国听证会上Bitfury Group首席执行官Brian Brook科普了Web3.0,有议员喊出必须保证Web3.0发生在美国
2022年5月26日,日本首相岸田文雄在众议院力挺Web3.0,把发展Web3.0提升到了国家战略层面,设立了Web3部长,开始全面改善Web3.0环境
April 17, 2014xff0c; Gavin Wood, co-founder of the Taikum for the first time in the blog, explained the Web3.0 era
October 2021 xff0c; Facebook changed its name Metaxff0c; meta and Web3.0 heat surge xff0c; Web3.0 concept began to reach the general public
2022 January 2022 #xff0c; United States hearing chief executive officer of Bitfury Group upgraded Brian Brookkop Web3.0 xx 0x 3pmbx3x3x3x bfbx3x3x3x3x 3x 3x #bfx3x3x3x3x3xm3x33x3x3x3x3.m3.3x3x3x3x3x3x3x3x #b/m3x3x3.b/m3x3x3x3x3.
各大佬对Web3的态度
♪ Strong's attitude to Web3 ♪ ♪/strung ♪
马斯克对Web3成批判的态度,“我不认为 Web 3.0 能够成真,比起一个实际的东西,它更像是一个营销术语。”
推特创始人杰克多西同样抨击Web3.0,“Web3.0实际拥有者是项目背后的风投机构及合伙人,永远不能脱离他们设定的激励机制,最终是一个带不同标签的中心化实体”
Mask's critical attitude to Web3 & #xff0c; “I don't think that Web 3.0 is real & #xff0c; it's more like a marketing term than a real thing & #xff0c.”
Twitter founder Jack Dosy equally criticized Web3.0, “Web3.0 actual owners are the wind investment agencies and partners behind the project #xff0c; can never be separated from the incentive mechanisms they set #xff0c; and ultimately a centralized entity with different labels.”
Web3.0在国内发展前景-Web2.5
政策和监管的完善、引导
数字人民币加密钱包
联盟链
2022年7月13日,上海市政府发布数字经济发展规划,明确提出Web3.0相关支持性发展政策
Improvements in policy and regulation, guiding
digital renminbi encryption wallet
Alliance chain
xff0c > 13 July 2022; Shanghai Municipality to issue a digital economic development plan xff0c; and to articulate a supportive development policy related to Web3.0
Web2.5目前是国内Web3.0的妥协版本,是Web3.0的入口,是集中化和去中心化的结合体
Web2.5 is currently the compromise version of Web3.0 in the country & #xff0c; the portal of Web3.0 & #xff0c; and the combination of centralization and decentralisation
Web5.0
2022年6月初,推特创始人杰克多西在Consensus会议上发布新名词:Web5.0
at the beginning of June 2022; Twitter founder Jack Dossy released a new term xff1a; Web5.0
2022年6月11日,杰克多西推出加密项目TBD,将在比特币网络上推出名为“Web5”的去中心化网络标准平台,旨在绕过现有的Web3概念
11 June 2022 & #xff0c; Jack Dossy launched the encryption project TBD, a decentralised network standard platform called “Web5” will be launched on the Bitcoin network & #xff0c; designed to bypass the existing Web3 concept
Web5.0 = Web3.0 + Web2.0?
无代币,避免投机
No tokens #xff0c; avoidance of speculation
Web3资本入场
Sequoia Capital(红杉资本)
Conflux、Polygon、StepN等
a16z
Coinbase、Solana、OpenSea、Uniswap、MakerDAO等明星交易平台项目
Star Trade Platform projects such as Coinbase, Solana, OpenSea, Uniswap, MakerDAO
Animoca Brands
The Sandbox、Decentraland(Mana)、Dapper Labs(Flow)、Axie Infinity等明星元宇宙游戏项目
Animoca Brands
The Sandbox, Decentraland (Mana), Dapper Labs (Flow), Axie Infinity, etc.
Three Arrows Capital(三箭资本)
Ethereum(ETH)、Avalanche(AVAE)、Polkadot(DOT)、Aave、Synthetix、Balancer、CryptoPunk等明星公链、DeFi、NFT项目
Three Arrows Capital (three arrow capital)
Etherum (ETH), Avalanche (AVAE), Polkadot (DOT), Ave, Synthetix, Balancer, CryptoPunk, DeFi, NFT projects
三箭资本暴雷
2022年6月17日,三箭资本因挨了"三箭"发生暴雷,被清算,凭一己之力带崩币圈和其它机构
17 June 2022 > xff0c; Three Arrow Capital for 34; Three Arrows #34; Thunder #xff0c; Cleared xff0c > ; Unable to bring a currency fold and other institutions
重仓的LUNA和UST暴跌
LUNA and UST fell down in the barn.
重仓的BTC和ETH暴跌
BTC and ETH fell down in the barn.
重仓的StEth与ETh严重脱锚
Steth and Eth are seriously off anchor.
Luna和Ust暴雷始末
https://mp.weixin.qq.com/s/jROWLFJiPM48OP3-ggB8fQ
https://mp.weixin.qq.com/s/3L6eqssRKSCNTcEIRg-WNQ
https://mp.weixin.qq.com/s/jROWLFJiPM48OP3-ggB8fQ
https://mp.weixin.qq.com/s/3L6eqsRSCNTEIRg-WNQ
三箭资本暴雷始末
https://mp.weixin.qq.com/s/CtXl11MTMB3Pv1ioLiMUXw
https://mp.weixin.qq.com/s/fxSUxqvCknRCBgZfEhJf7Q
https://mp.weixin.qq.com/s/CtXl11MTMB3Pv1ioLIMUXw
https://mp.weixin.qq.com/s/fxSuxqvCknRCBgjfJf7Q
国内资本纷纷入场
2022年,国内互联网大厂、大量的创业公司已涌入Web3行业
2022 xff0c > ; the country's major Internet company, a large number of start-ups, have moved into the Web3 sector
例如:国内Web3合规问题解决方案产品AnyWeb
https://www.anyweb.cc/
e.g. #xff1a; domestic Web3 compliance solution product AnyWeb
https://www.anyweb.cc/
Web3行业赛道
区块链基础设施(Web3.0核心技术)
DeFi(Web3.0金融体系)
NFT(Web3.0基本载体)
元宇宙(Web3.0具象表现形式)
DAO(Web3.0基本组织形式)
DID(Web3.0账户身份)
Web3行业龙头
DeFi板块龙头
block chain infrastructure (Web3.0 core technology)
DeFi (Web3.0 financial system)
NFT (Web3.0 basic carrier)
metacosystem (Web3.0 visual manifestations)
DAO (Web3.0 basic organizational form)
DID (Web3.0 account identity)
去中心化交易所赛道:Uniswap
借贷赛道:Aave
造血机器:Curve
lending track xff1a; Aave
blood machine xff1a; Curve
元宇宙GameFi板块龙头
The GameFi plate tap
Sand、Mana、Gala、Axie
NFT板块龙头
NFT plate tap
NFT头像类赛道:punk、Ape、Azuki
NFT交易平台赛道:Opensea、Looksrare、x2y2
NFT借贷平台:BendDAO、Jpeg、NFTX
NFT head-like track & #xff1a; punk, Ape, Azuki
NFT trading platform track & #xff1a; Opensea, Looksrare, x2y2
NFT lending platform & #xff1a; BendDAO, Jpeg, NFTX
基础设施板块龙头
Dot、Arb、Fil、Ar、Anyswap
DAO板块龙头
DAO plate tap
Ant、BitDAO
SocialFi板块龙头
SocialFi plate tap
ENS、MASK、Mirror
?
注册有任何问题请添加 微信:MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论