The memecoin market ended in a week, which is about the same as I expected. I think this speculative phenomenon is actually a manifestation of human enthusiasm for speculation. There are a lot of expectations in human beings to get rich quickly. At the same time, people want to get rid of the anxiety caused by seeing other people making money, so fomo is born. The reason people buy into these hyped tokens is the same reason people don’t want to stay home during the holidays and watch the crowds.
Emotional investment is the fastest way to lose money. Although you may have made some money quickly because of early participation at certain times, the pleasure of making money quickly is hard to disappear. Next time you will still participate in this kind of investment. trade, and start losing money. The profit and loss come from the same source, and you may be more inclined to participate in heavy positions next time.
The dissemination of information has a chain. It is very important to realize that we do not have an information advantage on most issues. When the information spreads to us, it actually means that the information has spread to the entire market and the information has been lost. its value. If we make investment decisions based on information that has been digested by the market, we are stepping into a trap and becoming a taker.
I want to talk about DID, a decentralized identity system. This is the first non-financial native application scenario that the blockchain can do, because the blockchain provides the guarantee of uniqueness, and no one can take you away. As long as the nft representing your identity is in your wallet, you are the only one. As a domain name system, ens is unique. But the biggest application scenario of ens is as a human-readable wallet address, and has no other practicality. Similar to Bitcoin, it has some kind of value storage function, but there are no more application scenarios other than the first time.
In comparison, I am more optimistic about the potential of lens as a DID in the crypto world. I think DID is not an isolated protocol, but an infrastructure on which many applications can be built, giving this DID The system needs to be truly practical, and it must be used frequently, so that it can really make it difficult for users to leave and use it for a long time.
Thereby attracting more people to use and achieving a virtuous circle. The lens shows such potential. As a web3 social graph layer, there will be a large number of applications on the lens. These applications must use the lens to log in. Of course, some applications can choose the lens login method. In any case, there are many usage scenarios of the lens profile, and it is used as a login credential and a unique identity. This is very valuable, endowing the lens profile with real high-frequency rigidity.
想聊一下DID，去中心化身份系统，这是区块链能够做的第一个非金融类的原生应用场景，因为区块链提供了对唯一性的保障，任何人都不能够拿走你的身份，只要这个代表你身份的nft在你的钱包里，你就是唯一的那个你。而ens作为一个域名系统，它是具有唯一性的。但是ens的最大应用场景就是作为人类可读的钱包地址，并没有其他实用性。类似于比特币，它具有某种价值储存的功能，但是初次之外就没有更多的应用场景了。
相较而言，我更加看好lens为了作为crypto世界的DID的潜质，我认为DID不是一个孤立的协议，而是一个基础设施，在这个基础设施之上可以构建非常多的应用程序，赋予这个DID系统以真正的实用性，而且必须达到高频使用，这样的话，才能够真正让用户难以离开，并且长期使用。
从而吸引更多人使用，达到良性循环。lens展现了这样的潜力。作为一个web3的社交图谱层，lens上面将会存在大量的应用程序，这些应用程序必须使用lens来进行登陆，当然也有一些应用是可选lens登陆方式。不管怎样，lens profile的使用场景是非常多的，而且是作为登陆的凭证，同时也是唯一的身份标识。这是非常有价值的，赋予了lens profile真正的高频刚需。
看到有一些人在讨论autogpt，不知道是什么神仙工具，ai实在是发展太快了，我们在创造会克隆的史密斯特工吗？
I saw some people discussing autogpt. I don’t know what kind of magical tool it is. AI is developing too fast. Are we creating Agent Smith who can clone?
The core competitiveness of web3 social does not lie in not doing or not being able to do content review, but in other benefits brought about by decentralization. The front-end can filter content very well through algorithm optimization and AI blessing. This is something that must be done in order to connect with the real world, and it is also something that is beneficial to the overall interests of users.
Will the decentralized nature of web3 social become a paradise for discriminatory violent speech, pornographic content and other illegal content? I think the future of web3 social must be stronger. Although there can be countless front-ends, in the end there will be very few front-ends with the most active users. And these front-end governance organizations (DAOs) will conduct content review and screening for compliance based on their own interests.
web3 social的核心竞争力并不在于不做或者做不了内容审查，而是去中心化带来的其他好处。前端通过算法优化和AI加持可以很好地进行内容的筛选，这是为了和现实世界对接而必须要做的事情，也是有益于整体用户利益的事情。
web3 social的去中心化属性是否会成为歧视暴力言论、色情内容和其他非法内容的天堂？我想未来的web3 social一定也是强者更强的，虽然可以有无数个前端，但是最终将会有极少数的几个前端拥有最多的活跃用户。而这些前端的治理机构（DAO）将会从自身利益出发去做合规的内容审查和筛选。