Introduce yourself and describe the process into Neoworld
Self-introduction: Good evening, everyone. I am Iron Man. I am very honored to be invited to Neoworld talk for the second phase of the sharing. The last guest of sharing was Volcano. I listened to it all the way. It was very exciting. I hope this issue doesn't disappoint either.
When it comes to my entry into Neoworld, it's very accidental. I have a habit of reading articles on the currency every morning. I remember that at about 7 a.m. on June 21st, jIMI, the money's brother, sent articles on time. And in the group strongly recommends that everyone watch. In fact, JIMI has written two articles on Neoworld before, and I also know that he and Volcano have set up the number one player association of block chain games, but the full picture of this game has not yet been fully displayed in front of me. I didn't pay much attention. Until June 21st, this article by JIMI Brother was particularly good. His article completely wrote the essence of the white paper. It mainly included two contents. The first one talked about Neoworld's general economic concept. The second is the second day(that is, on June 22nd). The game is about to be closed at noon. At present, half of the creation packages that have been sold for several days have not been sold. The price is very cheap. This may be an opportunity.
I saw in the article that Neoworld's certified Nash total and distribution ratio and currency are very similar, the team is 5 %, the mine pool is 50 %(of which the infrastructure mine is 20 %, the UGC content mine is 30 %), the foundation 25 %, Operating 15 %, the only difference is that 5 % of risk funds are reserved. I always thought that the allocation of this token was very reasonable. The team only gave 5 %, indicating that the goal of the project was extremely ambitious. At that time, I thought this was a game version of the currency. And then looking down, it describes a lot of Nash consumption scenarios, which is very critical. The biggest problem with block chain projects is the lack of consumption scenarios, so that the issuance and consumption of token can not form an effective closed-loop, even with content like this or a community platform. There are also very few consumption scenes. There are only a few kinds of likes, quizzes, paid readings, rewards, etc.. They can be counted, but the game is different. His consumption scenes can be designed, customized, and there are infinitely many. That's what really appeals to me. Seeing this, I decided I had to be a part of it.
Looking at the following, I was even more shocked. On the second day of June 22nd, JIMI said in the article that 10,000 creation packages were sold for several days and sold less than half, and the price was extremely low, only 1.8 %. A Nash, At the time, the same 100 billion token total was worth 4 cents, 20 times the difference. I thought this was a huge opportunity. I immediately asked JIMI for an invitation code. Immediately bought a maximum of 500 gift bags for a person, and strongly recommended that JIMI must buy full. Then I left a message at the back of his article. It was a million dollar article and we 'll read it in a year. (Exam, so, JIMI brother's article must read, he wrote project analysis is very comprehensive and objective)
The following things are relatively simple. On June 22, when we opened the service at noon, I went with everyone to grab 500 yuan in one go. After a few days, I found that I couldn't use it at all and returned more than 100 yuan, but now I regret it. Because the land in the first continent is so tense, I can not bring out almost a piece of free land in the first continent.
That's how I got into Neoworld. Let's get to the point.
The first question: In an article by the founder, "Looking for the Holy Grail," a statement was made: Within eight years, there may be super-applications based on block chains(individual projects have a market value of more than $1 trillion). He believes that there are three possibilities, and the block chain game is not among them. How do you feel about that? Do you think the block chain game could be one of the explosive tracks? Specifically to Neoworld, as the current block chain game is relatively early, but also one of the more famous one, how much do you think she is likely?
I think everyone should read this article, "Looking for the Holy Grail." I have read it many times. The amount of information is very large, and it is priceless. The level of knowledge and determination of purr is rarely surpassed in China. I have faith in money. I have faith in money.
A few trillions of dollars in market value may be the smart contract platform, the stable currency, and the digital currency world's identity system authentication ID(currency ID target).
First of all, I quite agree with his predictions, but I think the trillion-dollar block chain project that will eventually emerge will certainly surpass these. And the block chain game I think there is this opportunity, you know that Tencent's profit is supported by the game, Tencent has reached a market value of 600 billion U.S. dollars, last year's hot Wangzherongyao, I once wrote an article on the snowball, estimated, If Wangzherongyao is listed separately, he can be worth 600 billion Hong Kong dollars in market value. So don't underestimate the game.
So I think that the block chain game is likely to be a circuit for the outbreak of block chain superapplications, and it may be the first track to come out.
First of all, it is rich in consumer applications and can be the first to land. Because block chain item token is easy to distribute, token's consumer applications are difficult. I have always felt that the chain of blocks is very far from the real economy, very close to the virtual economy, and the consumption scenario of the real economy is fixed, that is, food, clothing, living, and so on. There is not much room for imagination. You can not sleep in two beds alone. It is also impossible to eat ten meals a day, but the virtual economy is different, people's spiritual needs are endless, luxury goods are spiritual needs, education is spiritual needs, content reading platform is spiritual needs, so it is very good to land. In the game, the spirit needs are more loaded. Some people are willing to spend hundreds of thousands on Tulongdao, and others are willing to spend tens of thousands on skin. So the game's consumption scenario is customizable, it contains endless spiritual consumption space, as long as you have the imagination, its consumption scenario is as large.
Second, the cognitive threshold of the game is very low, and the user size can break through the currency circle. Everyone knows that the cognitive threshold of block chains is very high, and the outside world often associates it with MLM and is frequently misunderstood(aside, why is it like MLM, because the essence of block chains is in decorporatization? Autonomous communities operate, Community operations require talents with MLM capabilities.) To be fair, there may be only 5 million users in China, very few. The currency has started a good start. First of all, it uses the content platform to educate everyone about what the block chain is and what the pass economy is. However, the cognitive threshold of the content platform is still very high, so the user growth of the currency is also slowing down. Currently 600,000 users It is not easy. But the game is different. You can not understand the chain of blocks, you can not understand the proof economy, you can't even know how to buy Nash on the exchange. I know that at present, Volcano's number one player association is guaranteed to conduct over-the-counter transactions. Let users who do not understand the exchange account can also play the game. Therefore, once the user's cognitive threshold is reduced, the user size of the block chain application can quickly break through, and these users will gradually learn the block chain and pass through the economy during the process of playing.
Third, the block chain game may be the gateway to the virtual society. As you may have noticed, it is a trend for each of us to spend more time living in the real world than we do in the various WeChat groups, short and live videos and games. If the Internet promotes this trend, then block chains are even more profound because the Internet transmits only information, and block chains transmit value. Block chains are actually carbon-based civilizations. The mapping device of the silicon-based civilization, In other words, with the block chain, the road to the virtual society has been paved. The core device of this mapping device is the smart contract platform of the saying, such as EOS.
The EOS main network is online, the road is paved, and there is still one entrance to the content platform. Is this entrance a content platform? I think it is difficult in the short term. Is it an exchange and wallet, as if the exchange and wallet applications are not so high-frequency. The game has its advantages. Using high frequency, instant motivation causes users to become very sticky. Therefore, block chain games may be the entry point for the real society to the virtual society, and may also be the first block chain application to erupt.
In the end, whether Neoworld's block chain game can become the Holy Grail of trillions of dollars depends on how big the team's dream is. I think the basic conditions are now ripe, and my team has been fighting in sandbox games for 10 years and has accumulated a lot of experience. At present, their knowledge and design of the pass-through economy have been at the forefront of the industry, and they are good at using the pass-through economy. And I 've been iterating with my life, so as long as I keep innovating, iterating fast, making mistakes, and making corrections, I'm sure this team will seize the greatest opportunity of their time.
The first question has been answered.
Second question: if you 've had experience in investing and starting a business, tell us what you think of Neoworld from the roles of investor, entrepreneur and gamer.
As an investor. Although I have many years of experience in stock investing, that approach does not apply in the world of block chains, because the corporate stock system and double-entry accounting system that continued the prosperity of the capitalist era for 500 years are about to be eliminated, and token's flow is three-dimensional. Very complicated, the original double-entry accounting method is no longer applicable, so the current block chain project is actually not valued, and no one can establish the valuation system and is still in a chaotic state. Because I 've seen a lot of white papers on block chains, I can only sum up the current set of methods. I first look at whether token's distribution is reasonable. The token distribution system in this area is a classic template for the industry. The second is token's incentives(that is, the distribution mechanism) and consumption scenarios are not many and can be effectively closed-loop. If both are good, they are good projects, and then the market value is high.
Let's look at Neoworld. His pass Nash distribution almost mimics the currency, but there are innovations. The first is to set aside a 30 % UGC user-generated content incentive pool. This is very important because block chain projects are often understimulated later. Never worry. Second, there are too many consumption scenes, buying land, buying buildings, rewarding commissions, broadcasting, transmitting, and so on. The above two conditions are met, so it is a good project. When we look at the valuation, even if the Nash circulation by the end of next year is only about 20 billion, the market value is only 100 million yuan at the current 5 % price, and now it has already lived 8,800 days. I can't imagine the end of next year, so it's still cheap. (In addition, block chain items can only be used to calculate the market value. Unlike stocks, stocks are usually valued using the total market value, but block chain items, because token that has not yet been released in the smart contract lock, does not belong to anyone. It can be understood that these token do not exist for the time being, so block chain items must be valued using the current market value)
As an entrepreneur. I admired the team's iteration speed, the game worked for 40 days, and I wrote 20 articles about the game, even though I couldn't do it because they were updating the iteration too fast, and each announcement had a very large internal capacity. You need to watch it several times and think about it for a long time before you can digest it. This is a team that uses life to iterate, and that's what block chain projects look like. The speed of iteration of the version is an expression of comprehensive strength.
As a game player. I am a heavy player in this game. The overall experience is still a lot of fun. You can see the comics of the online cartoonist rabbit sauce above. The story is very strong. Of course, the sandbox game is created by the player himself. Let me cite, for example, the story of the Second Continent Volcano and Mr. V's Wangdazhan, the story of the Volcano Brother using a new mining machine to seal Hokkaido and build the strongest continental bridge. The story of the fire-playing monkeys brave the second continent, the story of Mr. Dazhi's sneak attack on all the remaining plots of the first continent in the middle of the night, and the story of Mr. Dazhi's building 12 White House tourist flow bases to steal the volcanic brother business, etc.. I believe that with the horizontal expansion of the game content, there will be more and more interesting stories. Who said this game is not fun?
I myself am very optimistic about mainland China Pass Ro, because I think that the equity attribute of the mainland Pass is larger than the equity attribute of the whole game, and the number is very small, only 10 million. Of course, it's hard to see a lot of profit to pay off, but imagine that in the silver age, the gamer's UGC created content, and when a player designed a virtual outfit that sold for hundreds of thousands of Nash, the mainland's local finances could collect a lot of taxes. Moreover, as mentioned in the white paper, there will be a lot of content such as arenas in the game. These are the sources of money for the game. Of course, most of the profits are owned by mainland China's securities Ro. If more real life things are gradually mapped to virtual games, The imagination is so great that perhaps a continent is a city.
Therefore, I personally am very optimistic about the mainland pass.
The third question has been answered.
The fourth question: in one of your articles, you mentioned the concept of "real mining machines for virtual miners," in which real miners use the player cloud as an example.
Yes, in this article, I compared the real mining machine of Thunder's player cloud with the virtual mining machine of the mainland certificate ROA, which is an interesting comparative analysis.
First of all, I think that mining has to be meaningful. Of course, it is meaningful to play with the mining of Keyun. The customer has contributed the bandwidth to Thunder, Thunder sells bandwidth resources to chattering and fast hands. Roa mining machine mining is also meaningful. Everyone built ROA mining machine itself to create GDP in the game, and it can lock more Nash. At the same time, the output of the mining machine can increase player interaction and increase the activity of the game.
Secondly, the mining reward must be timely, play guest cloud and ROA mining machine mining reward is the same day in time to account, this is not a problem.
Third, there is no big difference between the token distribution of the player cloud and the ROA mining machine. Both are good.
Finally, I compare the difference in construction costs. Playing with the guest cloud is a small computer. It has a considerable production cost. In addition, the supply problem of the industrial chain is also very large and it can not be supplied at all. But ROA mining machines are almost cost-free, half a day's wages for a programmer and a graphic worker and, without industrial chain problems, unlimited supply. This is the advantage of virtual mining machines.
This is not the most important thing. The most important thing is that the token dug out is worth it. The chain of the thunder and the cloud dug out is a point. It can only consume some virtual goods in the system, there is not much value, there is no ownership. property, The company's revenue from the game cloud and the revenue from the sale of bandwidth will not be allocated to the chain, but the ROA dug out of the ROA mine is an equity and is a 100 % equity property of the first continent.
So whether it's a real miner or a virtual miner, what's dug up is worth something.
In fact, from my article, I can conclude that there are several points in the design of general certification. The first is that mining should be meaningful, the second is that rewards and pricing should be timely, the third is that the token distribution should be reasonable, and the last and most important point is to give token enough value. Especially the equity value.
The fourth question has been answered.
Question number five: what group of people do you think Neoworld's future users will be, and what do you think the authorities can do to attract them from the perspective of onlookers?
I think the first thing to do is to attract users of the coin ring, and to expand overseas, and there are currently 20 million users worldwide who are potential users of this game.
Second, to expand to users who play ordinary online games, this is a greater hope. Hundreds of millions of people around the world are playing games. If they can attract some participation, they can do very much. Therefore, marketing must be a traditional game propaganda position. When players outside the circle gradually enter, it may be that block chain games really save the block chain industry.
From the current point of view, it is not difficult for game players outside the circle to enter this game. First, it is necessary to promote the game to make money. Second, it is necessary to promote that the game is a player's game, not an official one. Third, it is necessary to create horizontal game content. In the long run, it can not be limited to building buildings on the land. There must be greater innovation. Using AR(enhanced reality) and VR(virtual reality) technology, the virtual world and the real world are deeply integrated.
When it comes to expanding the game population, it is necessary to use the power of the community to establish a high-quality community and organize offline meetup to gradually expand game users from coin-ring users to ordinary game users.
The fifth question has been answered.
The sixth question: Do you know that in Neoworld, some players have abnormal wit, relying on their deep thinking on the rules of the game, and get a large profit? If so, could you give me some examples?
I know at least four user wit anomalies:
The first is Heart Blue. He only purchased 100 creation packages, about 5 million Nash, but after a month he turned to 30 million Nash. He just seized the opportunity of the first event. He studied the rules carefully. Because at that time, the construction of the stadium had a lot of returns, which was almost equivalent to Baijian. When others did not understand it, he had already built hundreds of stadiums and achieved the first big leap.
The second player is Mr. Dazhi. He swept all the remaining plots of the first continent in the middle of the night and led directly to the opening of the second continent. At present, the land of the first continent is very valuable because many players lack land. For example, Shaoquan, founder of the Nash group, In order to build the ROA mine machine, he had to put a large number of courts in the warehouse because he had no land, and I also had to gradually move the relatively sparse ordinary mines that had been built because there was no land to build the ROA mine machine. From each piece of land 4 * 4 to 5 * 5 layout, very painful every day to free up 2-3 pieces of land. Land is very valuable in the long run, especially in the First Continent.
(But it is also necessary to remind the official that in the future, land trading is open, and it is also necessary to avoid malicious land speculation. Otherwise, large households will buy up the land and soon start the third and fourth continents. However, if the game players are insufficient, it will cause the popularity of the New World. Poor, for the game experience is not good)
In addition, Mr. Dazhi, the construction of 12 sightseeing buildings in a place is also a very advanced idea, because a player can travel 12 times a day in a state of leisure skills, so he sucked away the flow, and the flow is money. In the future, when there are 100,000 game players, even if only 10,000 players go to his place to return to work, he can charge 100,000 Nash per day for sightseeing buildings. This does not include the ability to open shops and exchanges on his land. And other value-added business. So Mr. Dazhi is really very intelligent.
The third wise player is Mr. V. It is really very smart. One piece of land is 1 million Nash. The actual RMB is 6,000 yuan. His reputation is greatly spread. He has gained great appeal in the game and is the second continent. President's powerful contender.
The fourth player is a working emperor. I wrote an article about him coming in late. He only had 7500 yuan and bought 1.5 million Nash. So far, he has earned 4.5 million Nash through work. He does not have many numbers. He makes money by working, organizing work, selling invitation codes, and selling new and new ones. He had played all in the game, and I asked him what his goal was. He said he had no goal. His goal was to read every announcement carefully and find the best solution. This answer shocked me, so the block chain industry, really endless opportunities, as long as hard, should be able to find their own opportunities.
The sixth question has been answered.
The seventh question: There is an interesting saying that a person needs to increase the known unknown and reduce the unknown unknown. So what do you know about block chains?
I heard a speech by Cheetah Mobile Fusheng. He said that there are four levels of human cognition. The first layer is not knowing that you do not know, the second layer is knowing that you do not know, and the third layer is knowing that you know. The fourth level of the highest level is not knowing that you know. Most people are at the first level and do not know that they do not know. This is very terrible. I once wrote an article that the main purpose of reading is actually to increase the known unknown, reduce the unknown unknown, and reach the second level.
What I know about block chains is that this is the development trend of the Internet in the future. Block chains and token are the value carriers of the virtual world. They are the only way for the evolution of the universe. Currently, the public chain has landed, and the block chain Super application has not yet broken out. My known unknown is what type of block chain application will take the lead. At present, it is speculated that it may be a block chain game, and there is a known unknown is what the future real world traffic entrance to the virtual world is. It may also be a block chain application similar to the nature of the game.
Answer the seventh question.
The eighth question is a brain hole question: I understand that you also study American stocks, which should also understand Tesla. Iron man Musk recently proposed that he is considering privatizing Tesla. The last thing he needs from now on is money. If you are his brains or he is himself, what kind of brain hole do you have to help him achieve this plan?
Musk was forced to want to privatize Tesla because Tesla was still in the start-up phase, the M3 had not yet been mass-produced, the company suffered serious losses, and the pressure from Wall Street was great. In addition, he struggled with short bears for many years and severely dispersed his energy.. Tesla has a market value of 60 billion U.S. dollars. A seriously loss-making car company has a market value of 13 times that of General Motors. This is an unimaginable high valuation in the automotive industry. In general, this type of high-asset company has a 2 to 3 times market value. The net profit rate is already high. So on the surface, the valuation is expensive.
But, I think Tesla is not expensive. Tesla is a dream company. Musk is a madman. The strong cohesion, recharging dream ability and execution power are all priceless. Tesla is already the world's number one brand of electric vehicles. This mental status can not be replaced by any other brand. His auto-driving technique is very bold and iterative(a bit like neoworld's crazy iteration), rather than the conservative iteration of Google's auto-driving technology. In the future, Tesla can even sell at a very low price. Selling cars is just a friend. He only charges self-driving system unlock and upgrade services, such as a service fee of 5,000 US dollars a year. You pay or not, so he may be an Internet company in the future., Selling autopilot systems and upgrade services is a business from 0 to 1. There is no capital expenditure and the marginal cost is equal to 0. So I agree with car house Lee's judgment that Tesla could be a trillion-dollar company in the future.
When it comes to the privatization of Tesla, which is now more than $60 billion short of it, there are a lot of ways to finance it. Globally, there are three options that are capable of putting out so much money and are optimistic about future technology. The first is Amazon's Bezos. He's also a tech nut, and the second one is Sunzhengyi, who's been living in the future, and he's gon na love the technology of the future, and the third one is Saudi Arabia, and why Saudi Arabia, because the Tesla electric car is gon na get rid of the oil and end the oil age. A Saudi stake in Tesla would have hedged the risk of a prolonged slump in oil prices.
The eighth question has been answered.