SocialFi：未能颠覆社交媒体的 Web3 实验的事后剖析

自诞生以来，区块链已经以非常明确的方式发展。对于一项以彻底改变支付方式为目标的技术来说，进军其他领域似乎有些过分了。

Blockchain technology has come a long way since its humble beginnings. Initially conceived as a revolutionary force in the world of payments, its potential has quickly expanded to encompass a vast array of alternative domains.

区块链技术自诞生以来已经取得了长足的进步。它最初被认为是支付领域的一股革命力量，但其潜力已迅速扩展到涵盖众多替代领域。

This evolution has seen innovators converge on a shared vision, giving rise to the Web3 SocialFi ecosystem. Platforms like Farcaster, Lens Protocol, and the now-defunct Friend.tech embody this collective aspiration. Their goal is to establish a communication system that places the user at the forefront and operates on a principle of mutual economic benefit.

在这一演变过程中，创新者汇聚了共同的愿景，从而催生了 Web3 SocialFi 生态系统。 Farcaster、Lens Protocol 和现已解散的 Friend.tech 等平台体现了这一集体愿望。他们的目标是建立一个将用户置于最前沿并以互惠互利的原则运作的通信系统。

SocialFi platforms empower their users to derive financial value from their time, data, and contributions to the platform. The advent of Ethereum has sparked a wave of enthusiasm among industry innovators, who now recognize blockchain's boundless potential.

SocialFi 平台使用户能够从他们的时间、数据和对平台的贡献中获得财务价值。以太坊的出现引发了行业创新者的热情，他们现在认识到区块链的无限潜力。

Smart contracts have offered developers a blueprint for replicating any dominant Web2 application, a concept that gained momentum with Bluesky's emergence as an alternative to X.

智能合约为开发人员提供了复制任何主流 Web2 应用程序的蓝图，这一概念随着 Bluesky 作为 X 替代品的出现而获得了发展势头。

At varying intervals, protocols like Farcaster, Lens, and Friend Tech have graced the scene. In addition to their unique incentive models, these protocols also ensure data security by employing a distributed network of nodes to power their platforms.

Farcaster、Lens 和 Friend Tech 等协议每隔一段时间就会出现一次。除了独特的激励模型之外，这些协议还通过采用分布式节点网络为其平台提供动力来确保数据安全。

SocialFi applications are fundamentally opposed to the ethos of their big tech counterparts, such as Facebook, X, and Discord. While some creators may find favor on these platforms, big tech ultimately trades users' data for advertising revenue.

SocialFi 应用程序从根本上反对 Facebook、X 和 Discord 等大型科技应用程序的精神。虽然一些创作者可能会在这些平台上受到青睐，但大型科技公司最终会用用户数据来换取广告收入。

With billions of dollars in revenue generated, the average user is left unrewarded despite spending countless hours on these platforms. The promise of rectifying these anomalies has contributed to the massive adoption of platforms like Friend.tech over a year ago.

尽管产生了数十亿美元的收入，但普通用户尽管在这些平台上花费了无数时间，却没有得到任何回报。一年前，纠正这些异常现象的承诺促成了 Friend.tech 等平台的大规模采用。

Launched on the Base Layer-2 scaling solution backed by Coinbase, Friend Tech became an instant hit in the Web3 world. At the height of its popularity, on September 14, 2023, Friend Tech was generating $2 million in daily fees.

Friend Tech 在 Coinbase 支持的 Base Layer-2 扩展解决方案上推出，立即在 Web3 世界中引起轰动。 2023 年 9 月 14 日，Friend Tech 在其受欢迎程度达到顶峰，每日产生的费用为 200 万美元。

Meanwhile, Farcaster, a well-funded Web3 social media site, failed to achieve a breakthrough in its UI/UX efforts. Despite once boasting 104,000 Daily Active Users (DAUs) in July.

与此同时，资金雄厚的 Web3 社交媒体网站 Farcaster 却未能在 UI/UX 方面取得突破。尽管 7 月份的日活跃用户 (DAU) 一度达到 104,000 人。

Far from attaining the heights scaled by their Web2 counterparts over decades of consistent building, top social platforms in the broader tech world have encountered a slowdown.

经过数十年的持续建设，更广泛的科技领域的顶级社交平台远未达到 Web2 同行所达到的高度，反而出现了放缓。

Many SocialFi protocols could barely sustain one year of optimal operation. Friend Tech, once a shining star, has now become a cautionary tale of over-projection. From a peak of $2 million per day, the application now struggles to generate $71.

许多 SocialFi 协议几乎无法维持一年的最佳运行。友达科技曾经是一颗闪亮的明星，如今却成为过度投射的警示故事。该应用程序的日收入从高峰时期的 200 万美元降至 71 美元。

This lack of promise has prompted the developers of Friend Tech to recently revoke the protocol's smart contract. In the world of traditional finance, this action would be akin to declaring bankruptcy.

这种缺乏承诺的情况促使 Friend Tech 的开发人员最近撤销了该协议的智能合约。在传统金融领域，这一行为类似于宣布破产。

Although only Friend Tech has closed shop for now, Farcaster has also experienced a sharp decline, with just 142 DAU now visiting the platform. Despite constant usage by Ethereum co-founder Vitalik Buterin, Farcaster has been unable to compete with Web2 alternatives like X and Facebook.

虽然目前只有 Friend Tech 关店，但 Farcaster 也经历了大幅下滑，目前该平台的 DAU 仅有 142 人。尽管以太坊联合创始人 Vitalik Buterin 不断使用 Farcaster，但它仍无法与 X 和 Facebook 等 Web2 替代品竞争。

Lens Protocol has not escaped the general market downturn either, recording a steep slump from a high user count of 42,281 in July to just 8,368. The current outlook for these protocols highlights a vast disparity between adoption and sustainability.

Lens Protocol 也未能逃脱市场低迷的影响，用户数量从 7 月份的 42,281 人大幅下滑至 8,368 人。这些协议目前的前景凸显了采用和可持续性之间的巨大差距。

In addition to the dwindling platform usage, these platforms' tokens have also performed poorly, especially when contrasted with the emerging class of memecoins, assets that offer a higher promise of instant gains.

除了平台使用量减少之外，这些平台的代币也表现不佳，特别是与新兴的模因币（提供更高的即时收益承诺的资产）相比时。

Many innovators agree on the need for new platforms powered by Web3 and Artificial Intelligence (AI). While crypto pioneers are making significant strides in introducing unique solutions, they must also master the business aspect of their inventions.

许多创新者都同意需要由 Web3 和人工智能 (AI) 驱动的新平台。虽然加密货币先驱在引入独特的解决方案方面取得了重大进展，但他们还必须掌握其发明的业务方面。

A protocol cannot rely solely on blockchain's core benefits to penetrate the mass market. There must be a dedicated focus on Research & Development, marketing, and a well-defined roadmap to prevent unrealistic expectations.

协议不能仅仅依靠区块链的核心优势来渗透大众市场。必须专门关注研发、营销和明确的路线图，以防止不切实际的期望。

Beating big tech giants is a herculean task that will not be accomplished overnight. Web3 innovators in social networking and artificial intelligence, such as ASI Alliance, DePIN, and others, must study their respective Web2 competitors to learn from their experiences. This knowledge may prove invaluable in their quest to penetrate and ultimately displace big tech on a grand scale.

击败大型科技巨头是一项艰巨的任务，不可能一蹴而就。社交网络和人工智能领域的 Web3 创新者，例如 ASI Alliance、DePIN 等，必须研究各自的 Web2 竞争对手，以学习他们的经验。这些知识对于他们寻求渗透并最终大规模取代大型科技来说可能是无价的。