
Vand Ni|Asian bro|Apr 23, 2025 14:10
Zixi listed multiple tracks and highly recognized them. I would like to add a track specifically: Consumer
Despite our repeated setbacks in business model innovation, we have to admit that the Infra environment is already sufficiently mature, and the Technology Maturity Curve must enter the next stage @ FoliusVentures, otherwise we will still face today's problems
-Does the token economy create value
-Is blockchain just a game of liquidity
-Zero sum game, prisoner's dilemma
Consumer is a project with long-term fundamentals other than wealth management services, as having sufficient The Long Tail products can easily form a large-scale but dispersed demand ecosystem, with the ability to create sustained external growth space
Consumers are not "people who appreciate art", but "people who create markets through actions", as evidenced by Memecoin/NFT
The consumers of web3 are Prosumers, but they are also ordinary participants. After a two-year bear market, entrepreneurs need to compete with:
-The ability to create long-term and dispersed demand
-Large scale distribution demand
-Cash flow and healthy fund management awareness
As for whether it can succeed, we can only pray: blockchain is not a financial scam, it truly has a part that belongs to web3
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