互联网行下半场狼烟再起！有不少VC表示“元宇宙”很可能成为To C互联网投资最后的共识，最疯狂的时候，元宇宙领域90天内融资额超13.3亿美元。
The second half of the Internet has re-emerged. A lot of VCs say that the dollar universe is likely to be the final consensus on the ToC Internet investment, with more than $1.33 billion in funding in 90 days in the Won universe.
#究竟什么是元宇宙？
为什么Facebook、腾讯如此重视元宇宙？
元宇宙真的会成为互联网的终局吗？
元宇宙是币圈超级玩家的新游戏，会成为币圈的下一个韭菜收割机吗？
元宇宙会不会伴随着巨大的泡沫？
我们如何在元宇宙中找到属于自己的机会？
……
今天我们就来揭开“元宇宙”的神秘面纱！
从PC到移动互联网时代，再到沉浸感很强的虚拟数字时代，人们的生活边界一直不断地被定义、被改变、被重塑，那么互联网的尽头到底在哪里？这个问题的答案似乎得去元宇宙中寻找。
From the time of PC to the age of mobile Internet, to the time of heavily immersion in virtual digital age, where is the end of the Internet? The answer seems to have to be found in the meta-cosm.
元宇宙能够为用户提供随时随地临场感体验的互联网络，能够通过VR、AR、PC、移动设备及游戏主机等各种不同的平台访问，或将是移动互联网的下一阶段形态。
The meta-cosmos provides users with a ready-to-reach Internet, accessible through various platforms, such as VR, AR, PC, mobile devices and game hosts, or will be the next phase of the mobile Internet.
不少投资界人士认为，将实体世界和数字世界融合起来的元宇宙将会成为互联网的终结。
Many investors believe that the meta-cosmos that integrates the real and digital worlds will be the end of the Internet.
易股天下集团创始人兼《元宇宙》、《元宇宙通证》作者易欢欢向发现独角兽表示，“元宇宙中存在很多个数字世界，在里面穿梭的不仅有生物人，可能还有数字人、信息人等各种各样的角色，元宇宙将成为互联网未来10-20年的核心赛道，并且这个赛道的起点已经开始。”
“There are many digital worlds in the universe, where there are not only biological but also possibly digital and informational players, and where the universe will become the central track of the Internet for the next 10-20 years, and where the starting point has begun.”
01元宇宙浪潮来临，最容易从哪个应用场景切入
元宇宙从概念到商业模式真正跑通需要经历一个漫长得过程，当元宇宙风口到来时，会有大量的资本及创业者涌入，研究元宇宙的商业模式、运营规律，找到市场的核心的点，再找到核心的创新。 It takes a long process to actually run from concept to business model, and when the wind comes, there will be a huge influx of capital and entrepreneurs to study the business model and operating rules of the metacosystem, to find the core of the market, and to find the core of innovation. 易欢欢认为，“元宇宙的发展会经历从概念的提出、电子硬件的产品完善、引擎完善，再到打通各大元宇宙的基础设施完善这样的发展过程。每一次迭代升级都会引起元宇宙全方面的变化，这是一个元宇宙参与者的赛跑过程，谁能最先搞明白里面的运营逻辑快速落地，谁就能成为元宇宙世界中的黑马。” And I'm glad to say, "The development of the meta-cosmos is going through a process that begins with conceptualization, with perfect electronic hardware, with perfect engines, and with improved infrastructure that connects the great universes. Every time it goes up, it changes the universe in its entirety. It's a race of participants in the meta-cosmos, who first understand that the operating logic in it is fast landing, and who becomes a black horse in the meta-cosmos world." 比如，目前腾讯和Facebook算是走在行业前面的企业，微信本身就是元宇宙，用户共同提供并创造信息，在微信生态中有闭环的价值体系及资源交换，缺点是微信生态和其他生态之间还没有打通，微信的沉浸感、客户结构化程度还不太好。而Facebook推出的社交系统就比微信的沉浸感要好很多。 Currently, for example, tether and Facebook are firms that are in the forefront of the industry, with microcosms themselves, where users provide and create information, where there is a closed chain of value systems and resource exchanges in the microcosm. The disadvantage is that there is still no connection between the microcosm and other ecologicals, and the immersion and client structure of the microconfidence is not very good. 再比如，电脑打字操纵、手机语音各方面识别在元宇宙世界里面，前端微小的一个动作的产生，后端引擎就会自动地识别，然后产生相应的反馈，你可以在元宇宙中各种各样的平台中穿梭。 So, for example, computer typing, mobile voice recognition in the meta-cosmos, where a tiny action in the front is generated, back-end engines are automatically identified, and corresponding feedback is generated, and you can travel across a variety of platforms in the meta-cosm. 元宇宙浪潮到来之际，游戏是最容易落地的应用场景。 At the time of the wave of the Woncosmos, the game was the most readily accessible application. 图｜游戏中的虚拟世界（来源：Pixabay） 《罗布乐思》是元宇宙首款落地的游戏，据Roblox招股说明书显示，元宇宙中包含身份、朋友、沉浸感、低延迟、多元化、随地、经济系统和文明八大元素。在强大的Studio功能下,罗布乐思社区较普通的游戏能突破游戏边界，提供一个拥有具有丰富想象空间的虚拟世界，在元宇宙里可以同时实现用户更多需求。 Robust is the premiere game of the Woncosmos, which, according to Roblox's presentation, contains eight elements of identity, friend, immersion, low delay, pluralism, place-to-place, economic systems, and civilization. With a powerful Studio function, Roblos'community's more common games can break through the boundaries of the game, providing a virtual world with a rich space for imagination that can at the same time achieve greater user demand in the Woncosmos. 《罗布乐思》目前的商业模式与快手有点类似，其思路都是从工具转型社区。不同的是，罗布乐思的创作内容以游戏为主，而非短视频。因此，罗布乐思能够为玩家提供有多人游戏、教育、聚会或演唱会等实用性强的功能，超级玩家可以真正“享受”其中。随着社区用户线上线下更多的需求被满足，现实世界另一种呈现形式--元宇宙真正形成。 Robust’s current business model is somewhat similar to that of a fast-tracker, whose thinking is that of a community transformed from a tool. Unlike Robust’s creative content is based on games rather than short videos. So Robust can provide a player with practical functions such as games, education, gatherings, or concerts, and superplayers can really “enjoy” it. “绿洲”是另一种形式的元宇宙，绿洲里面每个人都有自己的生活，也有一定的激励机制，人们可以在里面发表自己的日常动态、交友、娱乐、消费。这两个应用场景是比较靠前的，接下来还会有更多概念的落地场景。 Oasis is another form of metacosystem in which each person has his or her own life and has some incentive to publish his or her day-to-day dynamics, friends, entertainment, and consumption. These two applications are relatively advanced, followed by more conceptual setting. 02元宇宙会成为币圈下一个韭菜收割机吗？ Will the 02-dollar universe become the next pickle harvester in the currency ring? 扎克伯格认为，虚拟现实将是元宇宙的重要组成部分，提供最沉浸的视听体验。6月底，Facebook CEO马克·扎克伯格向公司内部员工公布了打造元宇宙的新计划。 According to Zuckerberg, virtual reality will be an important part of the meta-cosm, providing the most immersed audio-visual experience. At the end of June, Facebook CEO Mark Zuckerberg announced a new plan to build the meta-cosm for his staff. 据悉，7月26日，扎克伯格宣布公司将在VR实验室团队下成立元宇宙产品团队，持续在VR/AR及其他元宇宙相关领域进行产品服务研发，至2025年公司希望从社交媒体平台公司完成向元宇宙公司的转型。 According to the information received, on 26 July, Zuckerberg announced that the company would form a meta-cosmos product team under the VR laboratory team to continue product service research and development in VR/AR and other meta-cosm-related areas, with the company wishing to complete its transition from social media platforms to meta-cosmos by 2025. 易欢欢向发现独角兽表示，“这不是币圈超级玩家炒出来的概念，主要的推动者Facebook，在未来五年里扎克伯格将准Alling元宇宙，马化腾也提到全真互联网，这些卓有远见的大佬看到了这里面的机遇。 2012年谷歌就开始推出眼镜，苹果明年会出台一个特别重磅的产品“头盔”，只要像Facebook这些超级玩家进来元宇宙生态就起来，头部玩家入局会对元宇宙来说是一个加速的过程。 “This is not the concept of a coin-crowded superplayer, the main protagonist Facebook, who in the next five years will associate the Alling dollar universe with the Allergy universe, and the All-Five Internet, which these visionary big men see. & nbsp; Google 2012 will start with glasses, Apple will launch a particularly heavy product, the Head Helmets next year, and head-to-head players will be an accelerated process for the Metacocosystem as long as they come in like Facebook. 目前人类只能看到二维或者通过拼接看到三维的空间，元宇宙出来人类就能看到N维空间，最终的体现形式我们暂时想象不到，我们需要不断得去思考，一旦人类的思考边界打破之后，这里面有很多生态就会起来。 Now that humans can only see two dimensions or three dimensions of space by collating it, they can see the N-dimensional space from the meta-cosmos, and we can't imagine its ultimate form for the time being. We need to think constantly, and once the boundaries of human thinking are broken, there is a lot of ecology in it. 03元宇宙是否会产生巨大泡沫，泡沫破了怎么办? Does the 03 dollar universe produce a huge bubble? What if the bubble breaks? 元宇宙概念的兴起必然会形成巨大的泡沫，这是一个产业发展必须经历的过程，泡沫被湮灭，真正优秀的公司走到舞台的前面，伴随着基础设施、核心技术进一步完善，最终形成一个良性的闭环商业模式。 The emergence of the concept of the meta-cosmos will inevitably create a huge bubble, a process that industrial development must undergo, which is wiped out and where truly good companies come to the stage, with further improvements in infrastructure, core technology and, ultimately, a virtuous closed business model. 比尔·盖茨曾说:“千万不要高估一件事情对三年的影响，也千万不要低估一件事情在十年的变化。” 比如像VR、AR这个产业在2016年特别很火，被市场炒的很高，但用户体验却很差，这个泡沫不到三年就破灭了。 Bill Gates once said, “Don't overestimate the impact of one thing on three years, and don't underestimate the change of one thing in a decade.” For example, the VR, AR industry, which was particularly hot in 2016, was highly fired by the market, but the user experience was poor, and the bubble was destroyed in less than three years. 那VR、AR今年为什么又火起来呢？因为苹果在2022年要推自己的新产品，所以泡沫并不可怕。从长期价值注意的角度来看，元宇宙的泡沫能够推直接或简接动元宇宙非线性发展，这个发展进程可能是螺旋式的、波折式的，但总体是向前的。 And why is VR and AR on fire again this year? Because apples are going to push their own new product in 2022, the bubbles are not scary. From a long-term value perspective, the bubbles of the meta-cosm can push the non-linear development of the meta-cosm, which may be a spiral, a swing, but generally a forward-looking process. 易欢欢向发现独角兽表示，“元宇宙目前正处在解决电子硬件问题的阶段，下一步将解决交互的问题。元宇宙是技术革命性的一个挑战，也许未来三年、五年都不一定能解决，但摩尔定律的进步这个问题肯定有办法解决，一旦有所突破，将会将人类的感知从二维变成一个全程立体的元宇宙，这里面蕴藏的价值是巨大的。” And I was happy to say to the unicorn, "The metaspace is now at the stage of solving the problem of electronic hardware, and the next step will be to solve the problem of interaction. The metaspace is a challenge of technological revolution, which may not necessarily be resolved in the next three or five years, but the question of the progress of Moore's law will certainly be solved by a breakthrough that will transform human perception from two dimensions into a metacosystem of a whole continuum, in which the value of the universe is enormous." 图｜元宇宙中的价值（来源：Pixabay） 作为易股天下的奠基人，易欢欢一直深耕金融、互联网，包括他也是区块链方面的领跑者之一，之所以关注元宇宙，是因为易欢欢一直专注于科技行业的研究，始终关注互联网产业的发展脉络。 As the founder of the equator, euphoria has been deep-ploughing finance, the Internet, including one of the leading players in the block chain, and attention has been focused on the meta-cosmos because euphoria has been focused on research in the science and technology industry and on the development of the Internet industry. 2010年，易欢欢认为IT产业未来的商业模式会发生巨变，后来提出了云计算；2011年，他发现数据会变成所有行业中最重要的资产，后来提出了大数据；2013年，他发现数据和金融结合是个非常巨大的产业，后来提出了互联网金融；到2015年，消费互联网端已经到达一个核心阶段，现在称为产业互联网阶段。现在他发现传统的互联网创新，平面互联网已经走到尽头，如果升维去考虑这个问题，就发现了元宇宙。 In 2010, he was pleased to believe that the future business model of the IT industry would change dramatically, and then proposed cloud computing; in 2011, he found that data would become the most important asset in all industries, and then presented big data; in 2013, he found that data and financial integration were a very large industry, and later introduced Internet finance; by 2015, the consumer Internet end had reached a core phase, now called the industrial Internet phase. Now he has found traditional Internet innovation, the flat Internet has come to an end, and if it is raised to consider the issue, the meta-cosm has been discovered. 易欢欢向发现独角兽表示，“接下来，我会以投资的形式重仓元宇宙，找到最靠谱的赛道参与进去。” The ecstasy said to the unicorn, “I will then re-establish the Kuramoto universe in the form of an investment and find the most reliable track for participation.” 谈及什么类型的元宇宙项目靠谱时，他认为这个项目首先得方向靠谱，其次是技术靠谱。 元宇宙，未来具有非常大的发展空间，这个事情可以再干50年，干到退休为止。 When it comes to what kind of meta-cosm project is sound, he thinks it has to be oriented first, and then technology. And nbsp; the meta-cosm, the future, has a very large development space, and this can be done for another 50 years, until retirement. 04创业维艰，想在元宇宙掘金应该怎么干？ What do you want to do when you dig gold in the meta-cosmos? 创业，是一件非常艰难且富有挑战的过程，创始人需要具备非常全面的素质，既要有战略能力、管理能力，还有组织能力等。 Entrepreneurship is a very difficult and challenging process, and the founders need to be very comprehensive in terms of strategic, managerial and organizational competencies. “财富伴以孤独“易欢欢曾这样定义自己，仿佛有一种高出不胜寒之感，谈及具体如何应对创业过程中遇到的挑战时，易欢欢表示：“第一，绝不放弃，既然看准的方向就要大胆地闯、大胆地干。第二，日拱一卒，朝着你的目标每天进步一点点。第三，把握好节奏，当大浪潮来临之时一定要赶快涌上，大浪潮消退之时一定要躬身潜伏，然后等待下次浪潮的到来，不断巩固自己的基本功。” “Inheritance has been defined in isolation, as if it were a feeling that it was too much to say about how to deal specifically with the challenges of entrepreneurship: First, never give up, if you want to go in the right direction, and do it boldly. Second, the day is a little bit closer to your goal every day. Thirdly, when the tide comes, you have to do it fast, and when it cools down, you have to do it, and then wait for the next wave to come and consolidate your basic work.” 图｜易股天下集团创始人易欢欢 元宇宙未来已来，最后易欢欢对于正在创业或将要创业的创业者提了三点建议： The future of the Yuan cosmos has come with three suggestions for entrepreneurs who are starting or are about to start their own business: 一是，选择好赛道，看这个赛道用挤不用挤，如果太拥挤了，我觉得你要想好；二是认清现实认清自己，认真评估你适不适合创业。三是，有没有一个相对合适的周期来考虑这些事情。 One is to choose a good track, to look at it and not squeeze it, and if it's too crowded, I think you should think about it; the other is to understand the reality and assess your suitability for starting a business. And the third is that there's no more appropriate cycle to think about these things. 未来，元宇宙将通过虚拟现实和增强现实进行远程会议，能够从视觉空间、听觉感受等等方面给参会者带来符合人们日常生活习惯的体验。元宇宙提供的临场感，会进一步优化人们的互动方式，进一步打破物理世界的约束，通过全息影像等，能够实现千里外的“空间瞬移”。 In the future, the meta-cosm will be teleconferencing through virtual reality and enhanced reality, enabling participants to experience in terms of visual space, hearing, etc., that are consistent with people's everyday habits. The improvisation provided by the cosmos will further optimize the way people interact, further break the physical world's constraints, and, through holographic images, a thousand miles away in space. 免责声明：文章所有的内容仅代表个人意见，均不构成任何投资建议，若有损失风险自负！ disclaimer: articles, all of which represent a personal opinion, do not constitute an investment proposal if there is a risk of loss or self-sufficiency!
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