寫在研究NFT之前...

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(Edited)

今年工作比較忙,所以據說在2019年底開始的 #defi風潮,我大概是9月才注意到,很晚去玩的結果就是...賠錢...😣

不過,真的是很有趣,也算是打開了視野,見識到crypto可以怎麼玩的另一個層次。但就算到現在,也是頂多入了門,完全還是很多不懂的地方...

於是一次機會看到文章說,NFT會是下一個可能的新熱點,我心裡就想,那這次我應該早一點開始來研究一下,才不會後知後覺,說不定還能賺一點...

因此,我就打算現在起有空看看,到底NFT該怎麼接棒,玩出新火花呢?


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其實NFT的概念也是很久了,不難懂,難的是如何理解他未來可能的賣點、玩法以及跟此前各種crypto事物的相互結合,例如 NFT+defi之類的...

所以,在開始研究之前,我想先寫一篇我初步對於NFT代幣的一些困惑與想法,希望研究之後可以來對照一下,應該會蠻有趣的...

首先呢,NFT顧名思義,就是一套看似一樣的代幣,卻每一顆都自帶編號,獨一無二,因此很多人說適合遊戲寶物、藝術作品、收藏收集等等用途。

其實,不假外求,咱Hive上的Sprinterland就是用了NFT代幣於遊戲的例子。此外,同一團隊也是開發出[]NFT Showroom](https://nftshowroom.com/),用所謂Proof of Art來替藝術作品發行樹為身份的項目...

我都懂這些在幹嘛,但我不懂的是,這樣做到底有何好處?

遊戲中的寶物,例如一根魔杖好了,編號000258跟000129的,倒底有何必要差異化呢?

藝術作品我也不懂,這些買的人就只是擁有一個數位的token,問題是token跟作品怎麼連結呢?就算是數位化的作品,頂多你買了NFT版本,可以"合法"在某些地方放上去畫家不會告你侵權,但一般人都只是觀賞與分享用,能看到就原則上可以轉給朋友看,能怎麼限制人家不這麼做?

另一個例子是例如Decentraland這種虛擬城市的遊戲(姑且先以遊戲稱之,我知道it's more than that),遊戲中很多東西都是NFT,地塊,是最明顯的標的...不過,這種NFT,都必須要在這個架構下,才能產生意義(市中心地段,用一顆代幣表示,那就是說,"市中心"與否其實是必須先有一套架構存在去定義這個NFT)。

總結一下初步想法:

1. NFT的特色在於代幣獨特性,但這樣的模式,是否一定要用NFT這樣的概念來實現?有進一步思考的必要
2. 很多NFT的意義,其實都是後設的(meta),其對於平台的依賴,其實是高於Fungible tokens

其實,還沒想得很清楚... 等待開始看文章研究囉,有心得再跟大家報告!😊



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7 comments
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Yep, I think NFTs, in particular yield bearing NFTs, could be the next big thing. I’ve invested into a few projects like PGFKs from Polyient Games, and Anrkeyx, who have a lot of hype around their project. Terravirtua is another project that is very innovative, but unfortunately I couldn’t get into their private sale. Also Bondly Finance is another promising project that integrates NFTs and DeFi.

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Thanks Jimmy... You are the man! Each time you give me valuable information (I have spent the whole morning learning those projects you mentioned)... I can only upvote you in return... (also tried sending a Gift via peakd 😊)

Digested crypto information is valuable to me, but I doubt Hive or even LEO can satisfy this kind of demand. So crypto consulting seems a serious business opportunity, but what we lack is a viable business model... Can we tokenize it? 🤔😁

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You’re very welcome bro. I’m glad you found the info useful. I’m just sharing what I’ve come across. As they are all very early projects, how they will do is very uncertain, but they do have potential. Although keep in mind, above all else, the market conditions will determine how these projects will do in terms of price in the short term. Bitcoin looks like it’s going to go for a massive run soon, so once Bitcoin breaks around $12400, altcoins are going to get wrecked. So I’m keeping the majority of my funds in Bitcoin at the moment, and small amounts in these startup projects, private sales and presales.

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Hey Jimmy, I seem to remember that you had invested in both or at least one of these projects: bitgate and equibit . Do you still follow them? Seems both failed?

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Hey bro. Good memory. Yes, I invested in Equibit. Worst crypto investment decision so far! They looked promising until they ran out of money in the 2018 bear market. Never heard of Bitgate.

What triggered you about these two projects?

Equibit was my first ICO ever. Learnt some valuable lessons from it. Thankfully, learnt a lot about investing in the crypto world since that time. This year has been a good one so far in terms of ICOs/private sales.

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