xyyyyy

web3 & creator economy / Anime fan / Gen-Z / RUC-XMU

[xyyyyy @Xyyyyy_y]

@dotey 研究品味这个说法还挺浪漫

[xyyyyy @Xyyyyy_y]

@dotey 研究品味这个说法还挺理性浪漫

[HumiShop🩷オリジナルグッズ作成 @HumiKingdom]

【重要なお知らせ】

Humiマップに関する説明とお詫び

#Humiマップ

[xyyyyy @Xyyyyy_y]

@HumiKingdom スマホでサークルの場所が確認できるなんて最高！もう自分で地図を印刷して一つずつマークする必要なし！めっちゃ助かる

[xyyyyy @Xyyyyy_y]

@lovehumihumi @lob_studio うわっ！めっちゃ綺麗な立絵！めっちゃ面白そ���！

[xyyyyy @Xyyyyy_y]

@lovehumihumi 可愛い🥰🥰

[xyyyyy @Xyyyyy_y]

@HumiKingdom おかえりなさい🥰

[xyyyyy @Xyyyyy_y]

TL,DR:
After immersing myself in work for over half a year, I’ve reconnected with the internet. From October, I shifted from operations to product management. Many events unfolded in the last six months, which I’m taking the time to reflect on.
https://t.co/mytHQCjI1n

[xyyyyy @Xyyyyy_y]

@HumiKingdom WebGALは素晴らしく、多くの中国の開発者が気に入っています。GitHubで2.7kのスターを獲得しています。HumiHumi、よくやった！

[xyyyyy @Xyyyyy_y]

@HumiKingdom 🥳🥳🥳

[xyyyyy @Xyyyyy_y]

@HumiKingdom 素晴らしい文章ですね！どうぞ書き続けてください！

[Star@Day1Global Podcast @starzq]

https://t.co/9bXHmCk6tL

[Aiko @AikoDai_]

5 Reasons Why Catizen is the Leading Game in TON Ecosystem

While other developers rushed to create clicker games after the TON explosion, @CatizenAI laid the groundwork in the TON ecosystem 1.5 years in advance, then elegantly succeeded with their hit game.

Here are 5 key reasons why Catizen surpasses competitors in all aspects:

1. Game Design (A hit game can unlock a rewarding system with positive externality)

While others were merely making clickers, Catizen was ready to build an entire empire from day one. It took their team four to five months to go from selecting a promising prototype to Catizen's actual launch.

A fun gameplay is the foundation.

Catizen's flywheel works like this: Fun - Users - Cash Flow - Partnerships - More Value Rewarding Users and the Ecosystem.

2. Monetization (Web2+3 model for profitability, sustainability, and value-sharing)

Players spend money to buy Fish Coins for fishing (Gacha mechanic), or purchase discounted goods and automated tools from the Store - monetization models familiar to Web2 gamers.

Starting from solid monetization and revenue, Catizen became the only Web3 company building a TON mini-game earning revenue over $12M among all gaming projects in the space.

Catizen combined classic Web2 monetization with Web3 launchpools & airdrops, creating massive value for the TON ecosystem, partners (like Mentle), and their players (who received airdrops of NOT and TON tokens).

Through the Web2+3 monetization approach, they achieved three milestones:
- Obtained users with spending power who could potentially adopt crypto;
- Opened a new market of TON gamers, beyond just airdrop farmers;
- Educated users on a long-term Web3 engagement loop: spend - play - Gacha - receive multiple rewarding airdrops across different assets.

3. Operational Capabilities (Ensure it continuously attracts attention, grows users, and scales)

Operations are key to sustaining long-term engagement - a testament to the team's commitment. Catizen deeply understands Web3 culture, partnerships, and leverages operational experience from Web2.

Two classic examples are:
- NPCs: Including memes like Pepe or partners' mascots like TON (randomly boosting profits/airdrops/Cat amounts);
- Meow Spin: An activity that gets users more Gocha chances by inviting friends, with rewards ranging from partnership token drops (xZEN) to in-game items;

Delivering a game is easy; maintaining growth and user stickiness through operations is hard.

Catizen isn't a one-hit wonder that fades away - it continually provides user benefits through its operations.

4. Voice on Social Media:

Most gaming teams lack the basic ability to operate social media and grow organic traction. They either rely on NFT marketing with high-quality graphics or depend on "guilds" for more exposure, simply "copying" and "pasting" marketing tactics with barely any active users.

However, Catizen pioneered its own approach by running their Twitter like a cat-lover TikTok account. They make funny videos, use tons of cat meme images, and often comment on well-known tweets. These things are naturally attractive, and people stay and follow the Twitter regardless of whether they're players.

Now, with over 1.2 million on-chain users and a total of 21 million registered users, Catizen no longer needs to prove how popular they are.

Memes are just the surface; behind them is a professional growth and PR team. If you noticed they announced they would use 1% of their profits to rescue stray cats, you know they have far bigger plans in store.

5. Hit Content Pipeline (It is no fluke, and the success can continue)

The dev team behind Catizen has been developing mini-games since 2018 and has created over 20 hit titles, amassing over 300 million downloads on WeChat, Google Play, and Facebook Gaming.

For new TON game developers, it takes time to figure out how to find product-market fit, build the infrastructure, and acquire users.

However, Catizen has a pipeline of 200 games. We can expect them to rapidly leverage their existing user base, raising the bar higher with each release for all gaming audiences on TON - making truly exceptional games increasingly difficult to develop.

Beyond gaming, Catizen and its parent company also have short-form video content and e-commerce offerings ready to go.

Closing thoughts

In closing, many are eagerly anticipating the next Axie Infinity, and a sustainable game that can attract a massive user base while generating positive cash flow.

Well, look no further than @CatizenAI on Ton. They have all the ingredients for a highly potential explosive Web3 game.

Disclaimer:
None of these are financial advice. DYOR.
Aiko always speaks highly of teams she truly believes in based on facts and data. It's no secret that Aiko invested in the talented Catizen team ;D

[jolestar @jolestar]

从 PGA 到 UGA

互联网早期从 PGC（Professionally-generated Content）到 UGC（User-generated Content）的过度，实现了 Web1 的媒体平台到 Web2 大众互联网的飞跃，完成了大规模采用（Massive Adoption)。如果把当前 Crypto 的发展和过去投射一下，那现在 Crypto 正在进行 PGA（Professionally-generated Asset） 到 UGA （User-generated Asset）的过度。

昨天见到一个多年未见的法律界的同学，互相沟通各自行业的现状。我问他是否听说过“铭文”，显然这个概念尚未破圈，但 NFT 他是听过的。我尝试给他解释铭文是怎么回事，举了个例子。如果 Crypto 是个新大陆，那铭文的玩法就是大家订了个规则，每个人可以在这片大陆上抢一块荒地，类似于法律上的通过先占获得所有权的模式。

然后他立刻理解了这个点，还自己进一步分析。那如果这块地没人开发，那就一直是荒地，一文不值。但如果有人在上面种地，有人在上面盖房子，那也说不定最后能发展出一个生态，这个地就值钱了。抢地成本不高的话，对新用户还比较友好。

但顺着这个思路推演一下，其实就会发现现状是用户抢了地后啥也干不了，没有场地和工具来协助用户去地上种庄稼或者盖房子。只能等待房地产商来（庄家）收了找项目方起项目，或者卖给新来的用户。但如果都是荒地的话，他们为啥不去开一片新地？

纵观这波市场冒出来的新玩法，铭文，https://t.co/PXBIVvuS9N，https://t.co/owAWQCMSwc，乃至 Sol 上的 Meme，都是把生成资产的门槛降到最低。原来写过一篇推来分析他们背后的逻 https://t.co/sRoxcgxb6W ，当初觉得是他们的特点是无发行方，但现在看来它们是在给 UGA 做准备。

而现在市场最需要的就是可以让用户可以自己来���作，生成资产，给自己的资产赋予使用场景，或者增加价值的工具和平台，而这正是开发者所擅长的，何况区块链的智能合约模式是一种最开放的开发模式。

比如还是上面的场景，有开发者做了一个种地的游戏，用户可以在地上种庄稼。至于种出来的庄稼有什么用，这个原来的游戏不用考虑，因为只要有需求，后面会衍生出做面包的游戏，酿酒的游戏。而这个过程中关键的是它的每一步都是由原有的资源结合用户的“劳动”创造出来的，没有凭空产生的资源。而这是游戏的公平性的关键，这点在 Web2 的游戏中也已经验证过了，更公平的游戏往往生命力更长。

这里的资源（Resource）和资产（Asset）语意上其实有区别的，昨天也正好和 @web3henry 聊到了这个。二者都是可交易的，都是有价值的，所以资源也是资产，但资源明显是和 Token 是有区别的，资源完全是在 Crypto 世界诞生并且是可验证成本的，所以公平发行是关键。而把资源（资产）从应用中抽离，保证了资源的生命周期高于应用的生命周期。

这些年的尝试已经证明了，很难在开放的区块链世界里设计一个封闭的经济体系，无论是双/三/N币。那倒不如放弃整体设计，一个组件一个组件演化。

我们已经在一个 Crypto 的元宇宙或者自主世界里了，我们看不到是“只缘生在此山中”。它已经演化出来了，我们只需给它添砖加瓦就好。

[KK @longwinsk]

前两天在新加坡和一些Web3的和非Web3的投资人及创业者交流。讨论到2017年以来最有活力的两个赛道，无疑是We3和AI。而无论是从影响力和募集资本来说，AI明显跑赢了Web3。Web3承诺的很多事情并没有实现，而AI超预期了。

AI技术在资本和人力的研发投入下，在大模型/AGI方向上取得了���大突破。为什么Web3看着热闹非凡，而在大规模应用普及及关键技术的突破上，实则进展缓慢呢？我觉得一个可能的答案是：行业的人力资源和资本过多地被吸引和投入到了占行业市值20%左右的各种新资产和“金融创新”上。而这看着最有“活力”的资产部分，是随周期起起落落的，是你方唱罢我登场，长期是个负和游戏，资本和人力都消耗太大。

Web3实现了金融和数据平权，而金融平权是个双刃剑！电影《孤注一掷》和《草木人间》大家都看过吗？Web3比电影里的主角们牛逼多了，因为工具强太多。

AI像是在大学校园里创业，Web3好像在Vegas。我们离赌场太近，容易分心。

Web1和Web2时代，大家的共识是：“+互联网”没有“互联网+”价值大。Web3可能不同，现阶段可能还���于95年（引用Hashkey肖总的观点）。所以，我觉得现阶段可能还是“+Web3”更容易实现mass adoption，也更容易onboard海量互联网用户。

我不是看轻Web3 native的力量，我认为Web3 native最终肯定会比“+Web3”价值大。但现阶段，Web3 native或者“Web3+”太容易不自觉地金融化，参与者太容易分心。我们做投资的很焦虑，没有暴富的创业者们可能也很焦虑，赌场里的观众和玩家都很焦虑。

我们能不能暂时离“钱”远一点，先把数据上链，先给Web2用户不一样的体验，出几个贴近实体经济和虚拟经济需求，切实解决Web2无法解决问题的Web3大项目？

这样Web3的说服力就会大一些，不然主流资本和社会主要资源占据方，骨子里会始终把我们当赌徒看，他们最多就是接受比特币是一个需要配置的资产，然后就没有然后了。Web3在他们眼里只是一个需要不断创造新词，需要更换贵宾厅名称来揽客的澳门。

[xyyyyy @Xyyyyy_y]

MyShell Testnet ◤Phase 01◢ is Live! Join the revolution and (open, AI) with me @myshell_ai: https://t.co/b3QyyUYqX9

[Colin Wu @colinwu]

CZ 方面致法院的大量支持信中信息量还挺大的，包括 CZ 的姐姐、妻子、孩子、同学、老友等等。我印象比较深的是，CZ 确实是蛮穷的，彻底白手起家，父母在加拿大一度拿最低工资，大学自己赚钱养活自己。但他和姐姐都取得了很高的成就。

有兴趣的可自行看：https://t.co/DiFbii1fIv

[MyShell.AI @myshell_ai]

Introduce OpenVoice V2 - a Text-to-Speech model that can clone any voice and speak in any language.

Developed by MyShell and @MIT_CSAIL researchers.

🌐 Imagine your voice going global in multiple languages.
🔊 OpenVoice V2 breaks the language barrier and redefines voice interaction.

[Aiko @AikoDai_]

For a startup team: Finding someone who genuinely loves what you build, is passionate, doesn't shy away from challenges, and advocates for it down to the smallest details - that person is far more valuable than a hundred big-name grads with so-called 0-to-1 experience operating multiple random projects.

[xyyyyy @Xyyyyy_y]

@evilcos 华人之光！祝贺慢雾🎉🎉🎉