摘要
Jamstack
zkRollup
Execution Chains
NFT Marketplace
AI
Others,china real estate
Jamstack
Jamstack领域的Netlify估值达到20亿。
Netlify, a platform as a service that builds, deploys, and hosts websites and apps, today announced that it raised $105 million in a series D round led by Bessemer Venture Partners, valuing the company at $2 billion post-money.
已经是很多主流网站的选择
GitHub founder and former CEO Tom Preston-Werner predicted in 2018 that “within 5 years, you’ll build your next large scale, fully featured web app with Jamstack and deploy on Netlify.” True to this prediction, 16% of the internet population visits a Netlify-powered website monthly; the startup’s client base has grown to include Google, Facebook, Verizon, NBC, Samsung, Nike, Cisco, Atlassian, Citrix, Peloton, and other large enterprises.
同时宣布收购OneGraph,用于更好的获取后台数据
GraphQL allows clients such as web browsers to define both the structure of data required for an app or website and the same structure of data returned from the server, preventing large amounts of data from being returned. Netlify sees the service — packaged through OneGraph — as complementing its content management system, Netlify CMS, by making static content delivery both simpler and more efficient.
Cloudflare去年收购了这个领域的Linc,来和Netlify竞争。很大一个原因就是他发现Cloudflare的客户都在使用Jamstack的服务。这个产品被命名为Pages,这周,Pages和Worker结合了,full-stack。
When we announced Cloudflare Pages as generally available in April, we promised you it was just the beginning. The journey of our platform started with support for static sites with small bits of dynamic functionality like setting redirects and custom headers. But we wanted to give even more power to you and your teams to begin building the unimaginable. We envisioned a future where your entire application — frontend, APIs, storage, data — could all be deployed with a single commit, easily testable in staging and requiring a single merge to deploy to production. So in the spirit of “Full Stack” Week, we’re bringing you the tools to do just that.
Cloudflare的CEO一直强调不做self-driving的生意,很明显他们只做现有客户有强烈需求的生意。不过,这周和Chris Dixon有一次对话。所以是2.0看着市场做,3.0先去理解和布局。
zkRollup
现在ETH里面有两个主要的zkRollup公司。
Matter Labs,最近融资50M,估值未知
Starkware,最近也融资50M,估值20亿
Starkware有两个产品,一个是StarkEx,基于Validium(数据off chain存贮)。StarkEx可以实现9,000 TPS,对比ETH的15TPS,是600倍的提升。有四大客户,dYdX,ImmutableX,DeversiFi和Sorare。
zkSync虽然也已经推出,但是并没有被很好的测试过。
接下来Starkware很快会推出StarkNet,真正的zkRollup。而Matter Lab也计划推出zkSync 2.0。
出了上述的两家,Polygon也加入了这个比赛。之前就用10亿估值收购了Hermez。
The Layer 2 network was rebranded to Polygon Hermez and absorbed into Polygon’s ecosystem. The deal was described as the first successful blockchain merger and appeared to comprise Polygon’s major first foray into zero-knowledge technology. At the time of the merger, Hermez represented a total value locked (TVL) of $681,000. Its TVL has since crashed by more than 53% to sit at $318,000.
现在又有了Miden方案
Dubbed Polygon Miden, the protocol uses zero-knowledge (ZK) proofs to offer enhanced privacy and EVM-compatibility on Layer 2. The protocol’s development is being led by the pseudonymous former Facebook lead zero-knowledge researcher, Bobbin Threadbear, who is known for leading the build-out of Novi’s Winterfell. Alan Szepieniec of the Nervos Foundation will also have a hand in the development of Miden’s STARK components.
这些方案,总体是利好ETH,但是究竟谁会是最后的赢家就难说了。生态圈的评估会很重要。
Execution Chains
不管是Side Chain,L2还是L1,本质的目的是解决execution的问题。因为ETH目前不能解决这个问题。而crypto在走向主流用户。
NFL决定把ticket stub当作NFT给观众,利用Polygon。
The league today announced that fans attending games through the end of 2021 will be able to receive a “virtual commemorative ticket” as an NFT in a Ticketmaster digital wallet. The NFTs themselves will live on the Polygon network, like Tom Brady’s Autograph platform.
这个Mark Cuban的小牛队要做的事情一样。
NBA team Dallas Mavericks, owned by billionaire and crypto enthusiast Mark Cuban, has begun issuing players profile pictures as non-fungible tokens (NFTs), The Mavs. A total of 20,000 NFTs are minted per basketball game, and fans are given it as a reward for attending the game in person.
体育和游戏都是很好mass adoption通道。
有了Avalanche,还有NEAR Protocol
NEAR’ s mainnet went live in April 2020. The protocol is a blockchain network designed to provide a user-friendly environment for decentralized applications with greater capacity, higher throughput, and better compatibility with other chains. End-users and developers can easily create their own scalable, sustainable blockchain-based applications using NEAR’s development suite.
这些L1,很大程度上要去依靠ETH上面的钱来发展,兼容是主要切入点。
而Solana则是自成一派,上面的DeFi都是原生的。
目前Solana上面的活跃用户已经是ETH的两倍了。
NFT Marketplace
这张图很有意思
Solana上的NFT在快速发展,Coinbase也会是一个以后的选择。
就算是用ETH,也有新的公司加入。一个是Parcel,想要成为Zillow for Metaverse(呃,难道完全不知道股票市场发生了什么吗?)。
Gaynor argued that Parcel’s virtual land focused marketplace will have three tangible features that should help make it more attractive to serious buyers in this market. First, it’s designed for virtual real estate, so it will be easy to see land on a map with a useful data set about its features.
Second, Parcel has no fees on sales in contrast to OpenSea, which charges 2.5%. Gaynor is betting that level of savings will be a big draw for buyers. ;
Lastly, Parcel built a customized smart contract for sales that Gaynor says beats OpenSea on gas efficiency, saving buyers slightly more.
还有Genie这样的aggregator
Under the hood, Genie aggregates Rarible, OpenSea, NFTX, and NFT20 marketplaces. By integrating NFTX and NFT20 – Genie can sell any NFT into one of their liquidity pools for instant liquidity. More granularly, in the case of selling an NFT, a user can use Genie’s Swap which enables instant liquidity for Ether. Genie’s instant liquidity functions by first finding an NFT with an NFTX liquidity pool. By adding the token into the NFTX pool, the Genie protocol obtains vToken that represents a 1:1 claim on a random NFT. Next, the protocol swaps those vTokens in a SushiSwap Pool (or other DEX) for Ether which is distributed to the user.
AI
Amazon和Starbucks合作
Starbucks is opening a pick-up cafe in midtown Manhattan with Amazon that uses the retail giant’s cashierless technology.
微软全面开发GPT-3
The artificial intelligence research company OpenAI will eliminate the waiting list for access to the API of its natural language processing program (NLP) GPT-3.
Grammarly估值130亿
Grammarly, the popular auto-editing tool for writing, has raised $200 million in funding at a $13 billion valuation from new investors including Baillie Gifford and funds and accounts managed by BlackRock, among others. The company plans to use the investment to accelerate product innovation and team growth.
Steve Levy参观了Google的机器人
These creatures are targeting tabletops. One of them will wheel up to a table and ponder for a few seconds to determine if people are seated; if so, it moves on until finding one that’s empty. After lingering for a second—maybe taking the algorithmic equivalent of a deep breath before the “Let’s do it” moment—the robot twirls and unfurls its limb, stretching the arm over the table to methodically cover the surface with a clear disinfectant. Then it withdraws the arm to squeeze out the excess fluid into a bucket on its base. Task completed, it moves on, seeking another table to swipe.
其他
Inflation
房地产价格
备注:我持有的股票包括NET,SPOT,DOCU,GOOG,FVRR,COIN,ABNB,PTON,MQ,DMYQ,BRPM,TWLO,TWTR,TDOC,FB,MRNA和DWAC。