Raws li kev lag luam dais ntawm 2023 nthuav tawm, kev ua lag luam tau ntim nrog cov tokens thiab cov haujlwm ntawm kev txhawb nqa lub neej kev sib ntaus sib tua kom muaj sia nyob lossis khaws tus nqi. Ntau ntawm cov haujlwm no, cov khoom lag luam thiab cov platform sib txawv ntawm Web2 tuam txhab. Lawv tsis muaj pab pawg tsom mus rau kev tsav cov khoom lag luam haum (PMF). Lawv siv levers xws li kev txhawb siab, tokens thiab kev txav mus los ntawm kev ua lag luam.
Web3 platforms tuaj yeem pib lawv cov khoom lag luam haum rau kev taug kev nrog kev faib cov khoom siv hluav taws xob los ntawm airdrops lossis bounties tsim cov neeg ua haujlwm hauv zej zog. Cov khoom lag luam uas tsis muaj kev tso cai, tsis muaj kev coj noj coj ua (piv txwv li, Bitcoin) thiab lub ntsej muag tsis muaj npe muaj ntau dua li Web2 cov kws tshaj lij yuav xav nkag siab.
Rau theem rau PMF
Muaj rau qhov dav thiab sib tshooj theem kom ua tiav cov khoom lag luam haum, nrog cov txiaj ntsig tseem ceeb yog qhov xav tau, kev muaj peev xwm thiab kev lag luam ntawm cov khoom lag luam. Cov rau theem no yuav tsum nkag siab zoo, ua tiav, ntsuas thiab txhawb kom raug.
Progressive decentralization
Qhov no yog ib lub sij hawm coined los ntawm Andreessen Horowitz thiab nws tham txog peb theem: cov khoom lag luam haum los ntawm kev kos cov neeg siv khoom zoo txawm tias lub sijhawm cov khoom raug tswj los ntawm pab pawg tsim, txhawb kom cov neeg siv ntau dua los ntawm kev hloov lawv mus rau hauv zej zog thiab thaum kawg tig kev tswj hwm thiab kev txiav txim siab. ua rau zej zog.
Nov yog thawj theem ntawm PMF. Txaus siab rau lub zej zog txoj cai thiab ntsuas maj mam kom decentralize raws li koj txuas ntxiv coj cov neeg zoo. Qhov no yog qhov kev tawm tsam ntawm lub zej zog tsim los ntawm ICOs qhov twg ib pawg ntawm cov neeg xav tau yuav mus rau hauv ib txoj haujlwm thiab cov zej zog uas tuaj yeem yog ob peb qib tawm ntawm qhov haum tiag tiag. Lub tswv yim tsim nyog yuav tsum tau muab txhais ua lub zeem muag thiab kev ua tiav hauv kev qhib kev lag luam kom muaj cov neeg muaj cai sib sau ua ke tom qab nws.
Kev tsim khoom siv hluav taws xob
Tshawb nrhiav thiab tsim kev siv hluav taws xob siv sijhawm, kev sim thiab cov txheej txheem rov ua dua. Cov tswv cuab hauv zej zog thaum ntxov siv cov xwm txheej thiab dApps thiab tsim kho qee qhov khoom siv rau hauv cov tokens, ua rau kev loj hlob pib. Thaum cov platforms, cov khoom lag luam lossis cov txheej txheem tshwm sim los ntawm cov theem pib, cov ntsiab lus tseem ceeb ntawm kev siv hluav taws xob yuav tsum ua pov thawj lawv tus kheej (xws li, xauv cov peev txheej, peev thiab nkag mus rau hauv lub token ecosystem). Qhov no yog ib kauj ruam tseem ceeb kom paub tseeb tias PMF tab tom pib.
Cov no tuaj yeem ntsuas tau los ntawm ntau yam KPIs xws li tag nrho cov nqi kaw, cov haujlwm tsim tawm, thiab lwm yam. Lub peev xwm thiab kev ntseeg siab ntawm lub hauv paus platform yog txiav txim los ntawm qee qhov kev ntsuas tseem ceeb no. Tom qab ntawd, ntau tus neeg siv tau nyiam rau cov lus piav qhia, kev ua tau zoo, kev cia siab, kev loj hlob thiab kev ua haujlwm zoo ntawm lub hauv paus platform, tsim kom muaj ntau yam khoom siv hluav taws xob thiab ua kom muaj lub hom phiaj los txhim kho nws. Lub sijhawm tsim khoom siv hluav taws xob tseem ua rau muaj kev koom tes hauv zej zog - ib kauj ruam tseem ceeb uas tsis muaj qhov token yuav tsis tau txais lub zog.
Koom nrog lub zej zog uas koj tuaj yeem hloov pauv yav tom ntej. Cointelegraph Innovation Circle coj blockchain thev naus laus zis cov thawj coj ua ke los txuas, sib koom tes thiab tshaj tawm. Thov hnub no
Lub zog siv hluav taws xob
Thaum lub tshuab hluav taws xob tau tsim, nws yuav tsum tau nrawm dua. Piv txwv li, nthuav dav siv cov xwm txheej xws li collateralization, flash loans, burning, etc., los ntawm kev ntxiv vectors ntawm token programmability. Ntau cov kev cai thiab cov platforms tsis hla mus rau lub sijhawm tam sim no ntawm PMF. Qee tus tau qhib ntau lub zog vectors (piv txwv li, DeFi, gaming, DAOs, thiab lwm yam), nyiam ntau hom kev tsim tawm uas tuaj yeem ntxiv ntau qhov programmability thiab kev siv hluav taws xob ntxiv rau lub zog ntxiv.
DeFi thiab dApp lub tsev tau pom tias muaj peev xwm tsav lub zog hauv kev loj hlob ruaj khov, cov neeg tsim khoom lag luam tsis siv neeg, cov txheej txheem qiv nyiaj, thiab lwm yam. Ib qho kev sib xyaw ua ke ntau dua thiab txheej txheej platform yuav tsum tsav lub zog. Cov txheej txheem nyoos tsis tshua tau txais ntawm no thiab Ethereum yog qhov tshwj xeeb tshwj xeeb.
Network effect alpha (Metcalfe's Law)
Cov teebmeem hauv Network yog cov moat ntawm txhua lub platform lossis raws tu qauv; lawv ntxiv zog thiab ua kom cov haujlwm ua haujlwm nyob ib puag ncig cov thesis thiab cov lus piav qhia. Cov teebmeem hauv Network (Metcalfe's Law) xws li cov neeg siv ntau dua thiab siv ntau dua - thiab kev siv ntau dua ua rau cov neeg siv ntau xav tau kev ua haujlwm ntau. Rau cov neeg siv thiab kev siv kom vam meej, ib qho xav tau cov cuab yeej ntxiv xws li kev sib pauv, hnab nyiaj, xov xwm thiab cov haujlwm tsim los ntawm lub hauv paus platform lossis raws tu qauv. Qhov no enriches lub zog token tsim thiab muab tus nqi rau nws.
Network effect beta (Reed's Law)
Lub hauv paus muaj zog piav qhia thiab kev ua haujlwm yuav tsim kom muaj kev vam meej ecosystem kom pom tau Metcalfe Txoj Cai, tab sis yog tias lub ecosystem tus nqi tseem ceeb, lawv ua rau lawv tus kheej ecosystems - nthuav tawm Reed Txoj Cai. Thaum Reed Txoj Cai tau mus txog qhov tseem ceeb, nws yog qhov kev sib tw loj heev thiab nyuaj rau kev sib tw cov txheej txheem kom tshem tawm.
Ethereum tau tsim lub hauv paus Metcalfe Txoj Cai tab sis nws cov ecosystem players zoo li Polygon, Optimism, Arbitrum, thiab lwm yam, tau tsim lawv tus kheej cov ecosystems uas tsim nyog thiab tsim Reed Txoj Cai. Raws li cov ecosystems scale ntxiv, peb tuaj yeem pom tus nqi exponential ua rau lub hauv paus raws tu qauv. Raws li ntau qhov ecosystems kaw lawv tus kheej ntawm lub hauv paus platform, cov txiaj ntsig beta network ntxiv qhov tsis sib haum xeeb - lub ntsiab lus ntawm PMF hauv Web3.
Economic flywheel
Thaum lub hwj chim ntawm Metcalfe thiab Reed cov kev cai lij choj tuaj ua ke, nws jumpstarts kev lag luam flywheel uas tuaj yeem tsim kev loj hlob exponential rau lub platform lossis raws tu qauv. Tus nqi ntau tsim los ntawm zej zog thiab ecosystems (dApp txoj kev loj hlob, kev lag luam, kev loj hlob, thiab lwm yam), qhov ntau qhov kev thov rau kev siv platform, kev loj hlob thiab muaj peev xwm txawm tias tus nqi token ntau dua.
Tag nrho cov kauj ruam ua ntej yuav tsum tau ua kom zoo, thiab kev txhawb siab ntawm txhua tus neeg koom yuav tsum ua kom zoo. Siv cov ntaub ntawv xws li kev lag luam phaib tuaj yeem mus kis tau thaum lub platform tau ua tiav qib ntawm PMF. Lawv dhau los ua cov txheej txheem muaj zog los nyiam thiab khaws cov peev txheej hauv ecosystems thaum tsim ntau qhov chaw rau kev lag luam thiab nthuav cov neeg siv hauv paus rau saum cov neeg uas tuaj yeem ua si nrog ib leeg. Kev pib siv cov xwm txheej zoo li cov no ntawm cov platforms txawm nyob rau ntawm Network Alpha lossis Network Beta theem ntawm PMF tseem tshuav rau lub sijhawm. Koj yuav ntsib kev pheej hmoo tsawg dua thaum pib ntawm theem flywheel.
concluding xav
Lub tswv yim ntawm Web3 cov khoom lag luam-kev ua lag luam haum yog qhov tseem ceeb rau kev ua tiav ntawm cov ntawv thov kev lag luam thiab cov platforms hauv Web3 ecosystem. Kev ua tiav cov khoom lag luam muaj zog-kev ua lag luam haum txhais tau tias nkag siab txog cov kev xav tau thiab kev xav tau ntawm lub hom phiaj kev lag luam thiab xa cov khoom lag luam uas txaus siab rau cov kev xav tau zoo. Qhov no yuav tsum muaj kev nkag siab tob txog cov platforms, cov teebmeem hauv network, cov neeg tuaj koom, lawv cov kev xav tau thiab kev txhawb siab zoo.
Nitin Kumar yog ib tug loj hlob CEO thiab co-founder ntawm zblocks ua. Nws yog tus thawj coj lees paub, tus kws sau ntawv, tus kws pab tswv yim qub thiab tus neeg ua lag luam VC.
Kab lus no tau luam tawm los ntawm Cointelegraph Innovation Circle, lub koom haum soj ntsuam ntawm cov thawj coj loj thiab cov kws tshaj lij hauv kev lag luam blockchain thev naus laus zis uas tab tom tsim lub neej yav tom ntej los ntawm lub zog ntawm kev sib txuas, kev sib koom tes thiab kev xav ua thawj coj. Cov kev xav tau nthuav tawm tsis tas yuav cuam tshuam cov ntawm Cointelegraph.
Kawm ntxiv txog Cointelegraph Innovation Circle thiab saib seb koj puas tsim nyog koom
Tau qhov twg los: https://cointelegraph.com/innovation-circle/the-six-phases-to-product-market-fit-in-web3