前不久，60岁的周星驰的身影首次出现在社交平台上，一共发了两张照片，一张是周星驰在白板前写着“请人”二字，另一张是招人启事，人才要求：熟悉Web3.0（下文部分简称“Web3”）、有项目管理经验、有头脑又宅心仁厚。
Not long ago, for the first time on a social platform, a 60-year-old Chewie was shown with two photographs, one written in front of the whiteboard by the word “invited” and the other by an open-ended announcement, requiring: familiarity with Web3.0 (hereinafter “Web3”), experience in project management, brain and heart.
△周星驰社交媒体截图
A screenshot of the social media.
其中，“熟悉Web3”这项要求引发了热议，据悉，这已不是明星大咖第一次涉足Web3领域，此前周杰伦、王家卫等知名艺人导演都入局Web3市场，纷纷晒出自己的数字收藏品。
Among them, the demand by 在明星效应下，Web3概念可谓彻底“火出圈”了。 , with a star effect, the Web3 concept is called a complete “fire ring”. 资本市场方面，Web3的热度同样不容小觑，甚至席卷全球。扎克伯格首当其冲把Facebook改名Meta，押注元宇宙和Web3。 In terms of capital markets, the heat of Web3 is also not negligible, even sweeping the globe. Zuckerberg was the first to change his Facebook name to Meta, bet on the meta-cosmos and Web3. 而VC们的动作同样明显，相关资料显示，红杉资本、高盛、IDG、高瓴、经纬也正在Web3领域争先恐后、跑马圈地。 The action of the VCs is equally obvious, and information indicates that Redwood capital, Goldman Sachs, IDG, Highland, latitude and longitude are competing in the Web3 area. 2021年全球Web3.0相关领域的PE/VC投资金额共计约为240亿美金，交易笔数为1,277例；亚洲Web3.0相关领域的PE/VC投资金额共计约为29亿美金，交易笔数为331例，热度异常高涨。 Global investments in WE/VC in Web3.0-related areas totalled approximately $24 billion in 2021, compared to 1,277 transactions, and in Web3.0-related areas in Asia totalled approximately $2.9 billion, compared to 331 transactions, with abnormally high heat levels. 沪深市场上，二六三、天地在线、视觉中国等涉猎Web3领域的上市企业自11月以来股价均曾大幅上涨，短线资金一度看好，不过下半月又遇冷，资金大幅流出，有游资炒作嫌疑。 There has been a significant increase in stock prices since November for listed companies in the field of Web3 in the deep market , Skynet, Visual China, etc., and short-term funds have been well received, but in the second half of the month there was a cold, massive outflow of funds and suspicion of travelling capital. 面对热火朝天的Web3市场，也有企业家发出了趋于冷静的质疑声。 In the face of the hot-fire Web3 market, there were also calls from entrepreneurs for calming down. 早在2021年12月，埃隆·马斯克便公开发声提问“Web3在哪？我看不到。”认为Web3仅存在于营销概念。因此，外界也普遍猜测，其先前大动干戈收购Twitter的举动，并非为了向Web3发展。 As early as December 2021, Elon Muske publicly asked “Where is Web3? I can't see it.” Web3 was considered to exist only in the marketing concept. Thus, it is also widely assumed that its earlier campaign to buy Twitter was not aimed at moving towards Web3. 2022年11月16日，腾讯TME旗下QQ音乐则叫停了“TME数字藏品”业务，“数字藏品”这一被誉为Web3领域第一桶金的业务正经历着市场的重新审视与考量。 On 16 November 2022, the QQ music under the TIE banner shut down the “TME Digital Collection” operation, a business known as the first barrel of gold in the Web3 area, which is undergoing a re-examination and consideration of the market. 那么，Web3的含义究竟是什么，其炒作噱头是否大于本质实力？国内Web3行业发展还将存在哪些风险和机遇？ So what is the meaning of Web3 and whether it is more powerful than the essence? What are the risks and opportunities for the development of the Web3 industry in the country? 本文，头豹研究院将从行业背景、行业性质、市场规模、市场融资、发展趋势等角度为您深入分析中国Web3行业。 This paper provides an in-depth analysis of the Web3 sector in China from the perspective of industry background, industry nature, market size, market financing, development trends, etc. Web3.0是结合了去中心化和代币（Token）经济学等概念，基于区块链技术的全新的互联网迭代方向。Web3.0一词由以太坊（Ethereum）联合创始人Gavin Wood于2014年提出。 Web3.0 combines concepts such as decentralisation and Token economics, and is based on a brand-new Internet iterative orientation of block chain technology. The word Web3.0 was proposed in 2014 by Gavin Wood, a co-founder of Etherum. Web1.0在信息层内容较少，连接层更多是信息的单向传递，网络层硬件具备但互联网承载在固定网，费用非常贵 Web1.0在信息层面内容较少，主要是新闻资讯等；连接层面，网络协议基本已经产生，TCP/IP用于网络传输连接的建立和数据传输，HTTP定义Web内容的传输方式，但提供Web服务时“连接”更多是“单向”信息传递；网路层面硬件已经具备，但上网费用较高。 Web1.0 has fewer content at the information level, mainly news, etc.; at the connectivity level, network protocols have largely been created, TPCP/IP is used for the creation and transmission of data for network transfer connections, HTTP defines the mode of transmission of Web content, but “connection” is more “one-way” information transmission when providing Web services; and hardware at the web level is already available but access costs are higher. Web2.0在信息层内容得到丰富，连接层信息传递变成了“双向”，网络层面的变化在于无线网络用于数据传输，4G的普及降低了用户手机上网的成本 Web2.0内容与信息更加丰富，用户参与内容创造，平台更注重交互；连接层面，连接协议基本没有变化，但信息传递变成了“双向”，用户浏览信息的同时也提供信息；网络层面网线网络、4G的出现降低了上网成本，提高了上网速度。 Web 2.0 content and information are enriched, users are involved in content creation, and the platform is more interactive; at the connectivity level, the connection protocol is largely unchanged, but the information is transmitted in a two-way way, and users view information while providing information; and the advent of network-level networks, 4G, reduces access costs and increases speed of access. Web3.0在信息层内容会进一步丰富，连接层的信息传递将会变成“多向”，网络层的传输速度也将加快 Web3.0让互联网在连接层面形成一个真正意义上的“网状网络”，形成多对多的互动。区块链作为一个多方互动的网络，可以很好地解决价值的权属与安全性问题，让价值可以信息化，并在网络中传递。 Web3.0 allows the Internet to form a genuine “net network” at the connectivity level, with multiple interactions. Block chains, as a network of multiple interactions, can well address the issue of tenure and security of values, allowing them to be computerized and transmitted online. Web3.0在交互方式上坚持以用户为中心，强调生态各参与方拥有相应权利（通过Token体系）；在媒介上则有希望结合元宇宙等新技术，突破时间、空间的限制产生连接；而组织形式、控制权的更加民主，区块链的数字基座，也是其显著的特点和性质，与此同时，Web3.0也具有开放、隐私、共建三大特征。 Web3.0 maintains a user-centred approach, emphasizing the corresponding rights of ecological participants (through the Token system); there is hope in the media that new technologies, such as meta-cosm, can be combined to break through time and space constraints; and the more democratic form of organization, control, and the digital base of the block chain, which are also salient features and characteristics, while Web3.0 has three main features: openness, privacy and co-existence. Web3.0具备区块链去中心化、不可篡改以及价值传输的特性，能够帮助用户真正掌握自己的数字资产 1.去中心化是Web 3.0核心原则，使用Web3.0，由于信息可以根据其内容找到，因此可以存放在多个位置，可以分散，同时用户保留数据所有权与控制权； 1. Decentralization is the core principle of Web 3.0, using Web3.0, which, since information can be found according to its content, can be stored in multiple locations and dispersed, while the user retains ownership and control of the data; 2.无信任和无许可意味着Web3.0应用程序将在区块链或分散的点对点网络上运行，这些分散的应用程序被称为dApps； 2. Untrustworthy and unlicensed means that Web3.0 applications, known as dapps, will run on a block chain or a dispersed network of point-to-points; 3.连接性和无处不在信息和内容变得更加互联和无处不在，可以通过多个应用程序访问，越来越多的日常设备连接到Web，当未来资料可以放到区块链上，用户就可真正拥有。 3. Connectivity and ubiquitous information and content have become more interconnected and ubiquitous, and can be accessed through multiple applications, with an increasing number of day-to-day devices connected to Web, which can be truly owned by users when future information can be placed on the block chain. Web3.0的核心在于让数据权掌握在用户自己手中。而在元宇宙这个虚拟的社会系统中，首要的就是实现用户独一无二的数字身份和虚拟资产的保有性。因此，可以将Web3.0看作是元宇宙发展的数字基座，另一方面基于Web2.0下所形成的商业形态，也给予了未来在Web3.0构建的元宇宙生态系统中更大的想象空间。 The core of Web3.0 is to hold data rights in the hands of users themselves. In the virtual social system of the meta-cosmos, first and foremost is to achieve the user’s unique digital identity and the preservation of virtual assets. Web2.0下的商业模式在Web3.0中都可以做一遍，而当下Web3.0元宇宙加密网络发展尚处于早期阶段，未来还有着巨大的成长空间 The business model under Web3.0元宇宙加密网络的总市值约为275亿美元，而在Web2.0中，Facebook（Meta）最新市值4,364亿美元，整个游戏行业约2万亿美元，整个Web2.0科技企业14.8万亿的市值。相较之下，Web3.0企业发展处在非常早的阶段，在未来也有着极大的发展潜力。Web2.0的商业模式可以在Web3.0当中复制一遍，同时也会有新的商业模式出现。 The total market value of the Web3.0 dollar cosmic encryption network is about $27.5 billion, while in Web 2.0, Facebook has an up-to-date market value of $436.4 billion, the entire game industry is about $2 trillion, and Web2.0 technology companies have 14.8 trillion. By contrast, Web3.0 enterprise development is at a very early stage and has great potential for development in the future. Web2.0 business models can be replicated in Web3.0 and new business models will emerge. Web3.0各细分领域用户数量保持联系增长，但主要还是集中在加密数字货币圈 The number of users in 由于Web3.0元宇宙经济体涵盖内容广泛、细分赛道也比较庞杂，这种创新的结合也吸引了相当多的用户。Web3.0元宇宙虚拟世界的用户量增长迅速，活跃钱包使用量超过50,000，自2020年初以来增长约10倍；NFT、区块链游戏、DeFi等用户规模依旧有着巨大的增长潜力。 This combination of innovation also attracts a considerable number of users, given the wide-ranging and fragmented scope of the Web3.0 space economy. The Web3.0 universe’s virtual world has grown rapidly, using more than 50,000 active wallets, and has grown about 10 times since the beginning of 2020; the size of users such as NFT, block chain games, DeFi, etc. continues to have enormous growth potential. 2021年全球Web3.0相关领域的PE/VC投资金额共计约为240亿美金，交易笔数为1,277例，预计2022年将实现持续增长 Global PE/VC investments in Web3.0-related areas in 2021 totalled approximately $24 billion, with 1,277 transactions, and sustained growth is expected to be achieved in 2022 全球范围内Web3.0相关领域的企业和项目在2018年至2020年保持平稳且全年低于5亿美金，然而在2021年实现融资约240亿美金，实现爆发式增长，在2022年仅仅一季度也达到了92亿美金，预计2022年全年总融资金额将达到400亿美金；投资数量上，2021年完成1277例，2022年一季度全球就完成了461例交易，预计2022年全年融资案例将超2,000例。资本的嗅觉往往十分灵敏，并且善于捕捉新的商业机会，因此可以看出Web3.0的发展还处在一个比较早的时期，未来的发展也有着巨大的潜质和机遇。 Worldwide, businesses and projects in the area of Web3.0 remained stable between 2018 and 2020 and were below $500 million a year, yet financing reached about $24 billion in 2021, with an outbreak growth, reaching $9.2 billion in just one quarter of 2022, with total financing expected to reach $40 billion for the entire year 2022; investments were 1277 cases completed in 2021, 461 transactions were completed globally in the first quarter of 2022, and more than 2,000 cases are expected for the year 2022. Capital smelling is often keen and captures new business opportunities, so it can be seen that Web3.0 is still in a relatively early period of development and that there are enormous potentials and opportunities for future development. 2021年亚洲Web3.0相关领域的PE/VC投资金额共计约为29亿美金，交易笔数为331例，预计2022年将实现成倍增长 The value of PE/VC investments in areas related to Web3.0 in Asia in 2021 totalled approximately $2.9 billion, compared to 331 transactions, and is expected to double in 2022 Web3.0相关领域亚洲市场的活跃度仅次于美国，2021年亚洲市场累计融资规模达到29亿美金，而2022年一季度即达到了15亿美金，为2021年总量的一半，预计2022年全年将超过6亿美金；投资数量上，2021年之前低于400起，但2022年一季度就将近150起，预计全年投资数量将超过600起，亚洲国家和地区包括新加坡、日本、中国香港等发展较快，而中国大陆地区尚处于摸索探究阶段，未来随着监管政策的逐渐明晰，将会有更多适应性的Web3.0企业涌现。 After the United States, the Asian market was only active in the relevant area of Web3.0, with cumulative financing reaching $2.9 billion in 2021, while it reached $1.5 billion in the first quarter of 2022, amounting to half of the total in 2021, and is expected to exceed $600 million in 2022; the volume of investment was less than 400 before 2021, but nearly 150 in the first quarter of 2022, and the number of investments is expected to exceed 600 throughout the year. Asian countries and regions, including Singapore, Japan and Hong Kong, China, are growing faster, while the mainland China region is still in a search phase, and more resilient Web3.0 enterprises will emerge in the future as regulatory policy becomes clearer. 总体来说，亚洲各国在Web3.0的发展上相对保守，美国等西方国家走在前列。 In general, Asian countries are relatively conservative in the development of Web3.0, and Western countries, such as the United States, are at the forefront. 市场上Web3.0领域独角兽的数量持续快速增长 The number of unicorns in the Web3.0 market continues to grow at a rapid rate 在资本的助力下，Web3.0领域初创企业发展迅猛。一方面越来越多的风投机构推出针对Web3.0领域的专项基金，引起了整个资本市场的热潮与推崇，另一方面吸引更多的创业者进入这个领域，越来越多的商业模式与应用场景得到实现与拓展。资本与企业的共同发展使得整个Web3.0行业得到迅速的发展，也为人们带来了更多的想象空间与创造财富的机会。 With the help of capital, the Web3.0 sector is beginning to grow rapidly. On the one hand, a growing number of investment agencies have launched special funds for Web3.0, which have generated a great deal of enthusiasm and prestige in the capital market as a whole, and on the other hand, attracting more entrepreneurs into this area, with a growing number of business models and applications being realized and expanded. 传统的Web2.0企业的商业模式基本都是平台经济，公司构建平台，用户既是内容消费者也是内容的创造者，但是用户的交易数据和行为数据沉淀在平台，并最终成为平台的核心资产，Web3.0业态下可以把Web2.0做的事情重新都做一遍，但不一样的是Web3.0中用户将拥有更大的自主权。 The business model of the traditional Web 2.0 enterprises is essentially platform economy, with companies building platforms where users are both content consumers and content creators, but the user's transactional and behavioural data settles on the platform and eventually becomes the platform's core asset, and Web3.0 allows us to redo what Web 2.0 does, but unlike Web3.0 users will have greater autonomy. 除了运营区块链技术把Web2.0当中现有的商业模式重新做一遍，未来在Web3.0的发展过程中将会有更多创新的玩法。主要基于代币Token的模式，从资本投资和创业落地的视角可以成为流通性供应商、收取交易功能费或者发行双重代币以及治理代币等，但代币模式风险较大，而且容易触及到监管的红线，因此，不论是投资还是创业都需要多方面考虑风险。 In addition to operating block chain technology that replicates the existing business model in Web 2.0, there will be more innovative ways to play in the future in the development of Web3.0. Based primarily on the Token model, which is based on capital investment and business landings, it can be a mobile supplier, a transaction fee or a double currency issue, and the governance of a currency. , but the currency model is risky and easily accessible to the regulatory red line, so that both investment and entrepreneurship need to consider risks in many ways. 中美发展Web3.0差异对比： ①硬件基础设施差距较大 在硬件领域，近年来国内一直在“卡脖子”领域的关键技术受制于国外，尤其是作为数字引擎的芯片，英伟达的图像处理芯片GPU牢牢把握住了行业领头和核心技术的控制权，全球云厂商的人工智能加速器均部署有英伟达的GPU。同时在终端，2021年第一季度，脸书旗下的Oculus的出货量已经占到全球 VR/AR头显出货量的75%。 In the area of hardware, key technologies that have been in the field of “cricket” in the country in recent years have been held hostage abroad, particularly as chip in the digital engine, GPU in the image processing chip of British Weida, which has firmly held control of industry leaders and core technology, and GPU in the global cloud company, where the artificial intelligence accelerator is deployed. Meanwhile, at the terminal, in the first quarter of 2021, Oculus, under the Facebook flag, accounted for 75% of global VR/AR head output. ②云计算发展仍需奋起直追 作为海量数据处理与运算的关键，云计算在Web3.0当中的重要性不言而喻。但目前全球排名前四的云计算厂商亚马逊、微软、谷歌三家均是美国公司、中国仅有1家（阿里巴巴），全球90％以上大型游戏公司依托Amazon云在线托管。中国云计算厂商的服务能力和市场份额还有很大的提升空间。 The importance of cloud computing in Web3.0 is self-evident. But the top four global cloud computing firms, Amazon, Microsoft, Google, are now American companies, only one in China (Aribaba), and over 90% of the world’s large game companies are hosted online by the Amazon Clouds. ③底层架构在美国 3 bottom structure in the United States 在Web2.0时代，移动互联网的应用当中，中国企业在电子商务、移动支付以及短视频领域均表现抢眼。但所有应用程序都是基于Android和IOS进行开发的，这两家的背后分别是美国的Google和Apple。在Web3.0中，如Unity开发的游戏引擎、Epic Games的虚幻引擎、以太坊公链等仍然发生在美国，中国的长安链、至信链等对于开发者和创业者的吸引力还有进一步拓展的空间。 In the Web 2.0 era, Chinese businesses were active in e-commerce, mobile payments, and short video applications. But all applications were developed on the basis of Android and IOS, and behind them were Google and Apple in the United States. In Web3.0, there was room for further expansion of the attractiveness of developers and entrepreneurs, such as Unity's game engine, Epic Games' illusion engine, the Ethernomy chain, etc., in the United States, as well as in China's long-chain, chains. ④IP文化软实力仍需进一步挖掘 美国的电影、游戏、音乐、体育比赛等领域拥有众多全球影响力IP产品。在NFT的发展当中，对于传统IP的数字化是非常重要的一环。中国尽管也有着众多知名的文化和历史IP，但在数字化这一块还有很大的发展推进空间。尚未产生类似于无聊猿这一类影响力的NFT，近年来，泡泡玛特等潮流玩具的兴起对于NFT领域的发展有一定的启示。 In the development of NFT, there is a lot of digitalization of traditional IPs. China, despite its many well-known cultural and historical IPs, has a lot of room for development in the digital sector. NFTs, similar to boring apes, have yet to produce. In recent years, Bubble Matt has had some inspiration for the development of modern toys such as NFT. *本文部分援引于报告：《2022年中国Web3.0市场研究报告》，首发于头豹科技创新网。 * As quoted in part in the present report, Web3.0 Market Study of China 2022, which was launched by the Phare Science, Technology and Innovation Network. 本文来自微信公众号“头豹”（ID:leadleopard），作者：头豹。 This is from the Twitter public number . 【文章来源】 发布者：Web3创投，转载请注明出处：http://nft.aiju.com/news/41588.html，如涉及作品内容、版权及其它问题，请联系本站！ Published by: Web3 (initiated), reproduced in place of reference: http://nft.aiju.com/news/4158.html; for work content, copyright and other questions, please contact the station!
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