A&T Capital
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A&T Talk Issue 2 — Summary

【Renaissances of oriental digital arts | a close-up from the view of eastern NFT KOLs】 01/24/2022

1. How can the Chinese NFT community stay competitive and break the circle to attract new users?

Lester

In fact, both Eastern and Western have their own community groups such as Chinese Stars like Edison Chen, but the problem is that they are more appealing to the Chinese region rather than catering the Western trend and tastes. His NFT series is quite welcomed by the Asian market as well as a part of the western, but it is really hard for an NFT series from the Chinese community to become a top-tier project, like the BAYC and the Cryptopunk, so it will take much more efforts for NFT projects from the Chinese community to break into the Western market.

2. how to create a community culture and active community?

Yi Shui Han

A very important point is that the project owner should be doxxed so that members can have someone to go to if they meet problems in the community, and your community can’t change overnight if it encounters malicious attacks; as a project owner you should be tolerant of all kinds of voices and accept the opinions of community members; Operating an NFT project is extremely for the team, and we should be patient and more generous with home-grown projects.

3. What is the culture of the NFT community in Mandarin?

Cao Yin

I think most times, people purchase NFTs out of FOMO. Some people may do like the art and NFT itself, the other ones just want to join the FOMO tripe.

It is really hard to build native Chinese NFT communities for many reasons. The first one is that information spreads too fast, great projects go viral immediately, and an NFT series from a Chinese NFT community can easily be controlled by whales in the secondary market. You have to consider who will FOMO in after you if you just FOMO in following the hype. Because Chinese communities usually react to hypes extremely fast, however, what a good NFT project wants are diamond hands. Just like that the non-Chinese spoken community is growing slowly, the community culture and bond are much deeper.

I suggest that projects should not limit themselves to Chinese-spoken regions, but go to the mainstream encrypted world and be international. If it can’t be internationalized, then try control the “chain reaction” from the market. The Phanta Bear project is actually not a model project that we should learn from, because it reaches its price peak just after its launch, forming a positive prisoner dilemma, holders are looking at each other, who will purchase from us? People from overseas? But Jay has no influence overseas, and it came down to a reverse prisoner dilemma, where as soon as someone sold some, it triggered a price drop, but he still succeeded. But it can’t be replicated because Jay peaked at whatever he did, he was an atomic bomb.

But still, there are several things worth noticing. Firstly, our communities are buying NFTs from non-Chinese communities. The second point is that players in the Chinese language have mastered the tricks of managing the NFT community. Now the joining of many artists, designers will bring a lot of fun NFT. But traditional designers are only responsible for the aesthetic part.NFT is an immersive game, that will involve a lot of situational scenarios where holders will enjoy ownership and belongingness of the community. What’s more important is that you will have a worldview for this NFT that resonates with more people. For example, why do female avatar NFT stand out? Because NFTs designed for women are not that common.

4. will there be NFTs that can stay across several rounds of bull and bear market?

Lester

This wont happen for most NFT projects, right? Those NFT projects will succeed because its art and its strong business development team. In fact, the success of BAYC is the success of its operation, which has become a status symbol. It highly depends on how far the operations team can expand NFT’s market. But I’m also curious how the value of NFT will be preserved and even increased in the long run? I’m just curious if there will be a program to keep empowering the project to make it more and more valuable? Currently, the continuous hype of a NFT project is usually due to its strong operation ability and the constant hype of attached values.

5. how do you think about adding video music game empowerment to NFT?

Lester

I think it’s just that there’s not enough time for developers yet, the infrastructure is still on its way, NFTs don’t have many utilities yet, but it can be collected and traded. We should be patient; the infrastructure is still being built and value-added in NFTs will be even larger for the future.

I am very optimistic about the iterations of NFT, just like music NFT, I think there may be NFT TOKEN in the future, each time you play a music, you will have to use TOKEN, the creator can directly collect tokens from music playing; and then there is the upgrade from picture to sound, virtual idol, etc.; the other ones becomes equity, fund, etc. from picture NFT.

6. What is IreneDao’s journey?

Irene

Irenedao mainly wants to build a community-driven creator platform. In the beginning, we were doing the project SOCOL, which is a web3 version of Onlyfans, let me tell you a little bit about my personal experience, from the beginning of last year I started to be exposed to cryptocurrencies, at the beginning we were making stickers on telegram. A while after that, our fans wanted to make those stickers into NFT because the selfie of the Indonesian boy was on fire. At first, we were rather resistant because the quality of our homemade stickers was not that good, so we took the airdrop to put NFT to our early backers of SOCOL.

7. How do you compare the experience of web2 and web3?

Irene

Web2 was free but the platform controlled people’s attention, of course, you could get a lot of followers through web2, but as a creator, your values was being squeezed by the platform. Content creating became an economic model in itself, web3 turns the attention economy into a creator economy, your fans can also invest in you and become your investors.

The creator NFT is not the same as the ordinary art NFT, fans are attached to the creator NFT, it is NFT with social, so we are turning the contact between our creator and fans into an NFT, after a year or two the creator becomes a very popular person, then the revenue is shared by fans and creators, For example, people from my community went to the home of an Indonesian boy in order to work with him, and eventually reached a partnership.

Now, Web2 is a very mature system, so what we want to do is to give users a very convenient experience under the packaging of web3.

8. What are the characteristics of the NFT Blue Chip project? What do you think about the cultural differences between the East and West in NFT?

Lesercat

Three true words: the style of the painting determines the height of the opening, the project owner determines the height of the future, both are strong and there is huge potential.

Also, I think the differences in NFT are interesting, NFT is about reaching out and embracing different cultures, if you don’t understand someone else’s culture there are some misunderstandings, for example, a guy in our group sold the red bean blind box of high rank and was despised by a foreigner because his name was KKK and the foreigner posted a mockery of his NFT (If you can’t hold, you won’t be rich ) because 3K means racist in western countries, but our guy just love it.

9. how to view OpenDao’s revolution on Opensea?

SOS

Our idea is very simple, we want to be heard as a community so that every player in the community can get the value of the community. Opensea won't do airdrop, everyone is complaining, in a way, bitcoin Satoshi Nakamoto when he first started his own test also sent 1 million, so fair distribution is very important, our SOS airdrop actually 50% of the treasury is given to opensea users, based on their traffic and trading volume, so it’s fair for everyone. Then the other 20% goes to this governance reward, 10% goes to this circulation pool, and then the remaining 20% is the treasury, and then the money from the treasury does not go to the team. We have neither a private nor a public offering. And then our team bought all the tokens ourselves. For example, one of the original intentions of the team was to do something a little bit different. And now we are slowly developing and already have four products. We launched the first SOS market yesterday, we are an autonomous organization of this ecological infrastructure, so the overall feeling is still more inclusive, more biased towards the underlying infrastructure of this facility.

To get a full recording please click here: https://twitter.com/i/spaces/1OyKADlPkkaxb?s=20&t=O1aUF7B_uFk1ha4bjlSdqQ

中文版本

嘉宾:

Irene @Irenezhao_: Socol.io\ IreneDao NFT

CaoYin @CaoArmand: Digital Renaissance Foundation

Yishuihan @Yishuihan:XRabbitsClub NFT

Lester @Lester: L2Y

Neinei @Neinei2021_: Mintverse

Lasercat镭射猫 @BitCloutCat: Lasercat NFT

Robby @Robby_SOS: SOS (Opendao)

1.华语社区NFT如何保持竞争力,破圈吸引新用户?

lester:

其实东方西方各自的受众都非常大,像陈冠希这样的明星是在中文地区比较有号召力的,但是有个问题是中文KOL的出圈很难到西方地区。他的NFT有号召力,可以在亚洲市场破圈,也能做到一部分的西方市场,但是做到顶流,尤其是持续的顶流,像BAYC和PUNK那样是很难的,所以华语社区NFT要想破圈到西方市场还需要努力。

2. 如何打造社区文化,活跃社区?

易水寒

很重要的点是,项目方要站出来,不要匿名,这样成员有问题也可以找到人骂,你的社区遇到了恶意刷屏,也不能朝令夕改;作为项目方要容得下各种各样的声音,要接受社区成员意见;做NFT运营非常考验团队,我们应该对国产项目给予更多的包容。

3. 华语的NFT社区文化是怎么样的?

曹寅

NFT我觉得大多时候是在FOMO。大家的买NFT的冲动分两层,一层是喜欢,第二层是因为觉得大家都FOMO那我也FOMO。

华语社区NFT比较难做,第一信息扩散太快,热点项目马上破圈,华语社区容易被大资金全包。你要考虑你fomo进去谁给你接盘。因为华语社区问题内部的裂变反应特别快速,我们要的是‘发电站’持续的成员。就像非华语社区就是慢慢地成长起来,池子深,文化有沉淀。

我建议内容不要只限制在华语地区,到主流加密世界,做到国际化。如果不能国际化,就控制“链式反应”。杰伦熊项目其实不值得借鉴,因为开盘即巅峰,形成了正向的囚徒博弈,上车的人面面相觑,谁来接盘?海外的人吗?但是周杰伦在海外没有影响力,又到了反向的囚徒博弈,只要有人卖了一些,就引发价格下跌,但他还是成功的。但这是不能复制的,因为周杰伦不管是做什么就巅峰,他就是个原子弹。

而且我们还需要注意亮点:第一点是,我们华人买的都是非华语的NFT。第二点是,华语圈玩家都已经把握NFT发型社区管理的窍门。现在很多艺术家,设计师的加入能够带来很多好玩的NFT,但对于传统设计师只负责审美部分,但是NFT是沉浸式游戏,会涉及很多情景场景有主人的感觉。更重要的是你这个NFT的世界观,能够让更多人产生共鸣。比如女性头像为什么能突出?因为这个为女性设计的NFT的赛道很稀缺。

4. 会有NFT能跨越几轮牛熊留下来一直炒作吗?

lester

这个只能凤毛麟角吧,第一点拼的是艺术。第二点只能是BD能力强,其实bayc的成功就是运营的成功,成为了一种身份的象征。高度取决于运营的团队能把NFT的盘子扩大到哪里。但是我也好奇bayc的价值如何被长期保存?我就好奇会不会有个项目给项目一直赋能,让它的价值越来越高?持续的被炒作现在就看第一点是运营能力很强;第二点是NFT不断迭代提高价值会被持续的炒作。

5. 如何看待给NFT添加视频音乐游戏赋能?

lester

我认为只是现在给开发者的时间还不够,应用环境还没开始建设,NFT可能没什么用,但是可以玩或者交易,不过给开发者一点时间,基础设施还在建设,我们的NFT赋能会更好的未来。

我对NFT的迭代非常看好,就像音乐NFT,我认为以后也许会有NFT TOKEN,每次播放要使用TOKEN,创作者可以直接收token;还有就是从图片升级到声音,虚拟偶像等;另外的就从图片NFT成为股权,基金等等。

6.回溯一下IreneDao的历程?

Irene

Irenedao我们主要是想做一个由社区驱动的创作者平台的作品。最开始我们是做SOCOL这个项目,我们想做一个web3版的Onlyfans,先说一下我个人的经历,从去年年初的时候我开始接触加密货币,最开始我们是在telegram上面做sticker,后面我们的粉丝想把这个做成NFT,因为后面印尼小哥的自拍火了,我们的粉丝就说把这个自拍做成NFT,最开始我们是比较抵触的,因为我们的这个项目质量并不是那么精良,所以我们采取了空投的方式把NFT投放给我们SOCOL早期的支持者。

7. 对比web2和web3有什么不同?

Irene

Web2是免费的,平台掌控了注意力,当然你能通过web2获得很多粉丝,但是作为一个创作者是被压榨的,创造内容本身成为一种经济模式,web3将注意力经济变成一种创造者经济,你的粉丝也可以投资你,成为你的投资人。

创作者NFT和普通的艺术NFT是不一样的,粉丝是对创作者NFT是有感情的,是一种很有社交属性的NFT。所以我们是将我们的creator和粉丝的contact变成一个NFT,过了一两年这个creator成为一个很popular的人,那么这个收益是粉丝和创作者共享的,比如我的社区的人为了跟印尼小哥合作,去到印尼小哥的家里,最终达成合作。

现在Web2 是一个非常成熟的体系,所以我们想做的是web3的包装下给用户一种非常便捷的体验。

8. NFT蓝筹项目有什么特点?怎么看待NFT中东西方文化的差异性?

Lesercat

三句真言:画风决定开盘高度,项目方决定未来高度,两者都强就有巨大潜力。

另外我觉得NFT的差异性很有意思,NFT是接触和拥抱不同的文化,如果你不懂别人的文化,就有一些误会,例如我们群里有个人卖了哥高rank的红豆盲盒,被老外鄙视了,因为他名字是KKK,老外发了个嘲讽他的NFT(If you cant hold,you wont be rich),因为3K在国外是种族歧视的意思,但是群友只是喜欢。

9. 如何看待OpenDao对Opensea的革命?

SOS:

我们的想法很简单,其实就是想为社区发声,让社区每一个玩家都能获得社区的价值,因为Opensea不空投,大家都怨声载道,从某种程度上来讲,比特币中本聪他刚开始的时候自己测试也发了 100 万枚,所以公平分发很重要,我们SOS的空投其实 50% 的国库是给到 opensea 用户,根据他们的流量和交流量决定空投数量,所以大家是很公平的。然后另外 20% 是给到这个治理奖励,10%给到这个流通池,然后剩下 20% 是国库,然后国库的钱没有给到这个团队。我们既没有私募也没有公募。然后我们团队的token都是自己买的。比如说这边的一个初衷,还是想多去做一点不一样的事情。然后到现在慢慢发展,已经有四个产品。我们昨天上线的第一个这个 SOS market ,我们的话是一个这个生态基建的一个自治组织,所以整体感觉还是比较包容,比较这个偏向于底层的基建的设施。

获取完整录音请点击:

https://twitter.com/i/spaces/1OyKADlPkkaxb?s=20&t=O1aUF7B_uFk1ha4bjlSdqQ

Backed by a world leading fintech giant and other institutional investors, A&T Capital is uniquely positioned to support promising decentralised digital age start-ups to realize their full disruptive potential.

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