BitBao @BitBaoETH
Producer #Movie #AI - https://t.co/zeppNG9omK + https://t.co/KIhwGBSXZ8 + https://t.co/DiBONr6sio Hong Kong Joined February 2010-
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《Sleepy的创业思考#002:关于反馈与决策》 熊市最适合做反思和复盘,最近回顾了创业以来一路的发展经历,Web3的周期性会严重导致创业者的动作变形,很多时候我们认为的正反馈可能只是搭乘了牛市的电梯而已。以这个感触为动机,我写了这篇随笔。 TL;DR: 1. Web3周期性误导可能导致创业者的判断失真,牛市的正反馈可能只是市场的短期反应。 2. 建议创业者跳出Web3茧房,坚守核心信仰,持续市场教育。 3. 熊市要做好:财务管理、核心产品优化、与社区互动、团队培训。 4. 确保身体健康,合理安排工作与休息。 反馈与决策:牛市的幻觉与熊市的考验 Web3创业者很容易被市场信号所影响,特别是在这个充满变数和快速发展的领域。 牛市的幻觉: -融资简单、估值高: 很多项目在牛市中迅速融资,可能导致估值与其真实价值脱节,为市场转熊后的融资埋下隐患。 -用户增长快速: 大量用户涌入Web3项目,但其中很多可能只追逐短期收益,并且存在大量的机器人。 -代币/NFT价格的快速上涨: 牛市时期,由于市场流动性溢出,代币和NFT价格很容易上涨,但这种上涨可能并不持久,并在市场转熊后快速下跌。 -技术和产品决策可能受到扭曲: 由于牛市背景下的市场“正反馈”,创业者可能对自己的技术和产品方向有过于乐观的评估,而忽视了产品、决策、团队存在的问题,并且可能还会总结为一套方法论冰桃用在熊市中。 熊市的考验: -融资难、估值低: 资金收紧,投资者变得谨慎,项目估值变得更为现实。 -用户增长减缓: 用户增速下降,留存的用户中还有一大部分是冲着快速套现和撸毛的。 -代币/NFT价格持续下跌,流动性枯竭: 熊市中,卖盘增多、买家犹豫,代币和NFT价格会长时间下跌,流动性也会大幅减少。 -从牛市总结出的错误方法论: 牛市的正反馈又是并不意味着正确,可能只是价格上涨掩盖了项目的问题。 如何做出明智的决策? -跳出Web3的信息茧房: 创业者不应仅局限于Web3的小范围内,而应拓展视野,学习其他领域的方法论,也寻找新的用户和市场机会。 -持续市场教育: 确保投资者和用户了解项目的真实价值和长期目标。 -保持冷静,坚守核心信仰: 在所有市场环境下,团队需要有冷静的判断和长期的战略眼光。 策略调整:面对市场从牛市转向熊市 把这个部分单拎出来写是因为最近和一些朋友交流,发现还是有一些人在拿某些项目在牛市的决策作为当前市场情况下的公司战略参考,挺为他们捏一把汗的。 当市场从牛市转向熊市,创业者会面临一系列新的挑战。资金收紧、投资者信心减弱,以及市场总体的悲观情绪,都将对项目产生直接的影响。 而在这个情况下,牛市发生的大部分事件可能都不具有参考价值,那么。如何稳健应对是每位创业者必须思考的问题。 1. 财务管理与成本控制: 创业者要学会审查并优化预算,熊市时期的现金流是生命线,要对所有的开支进行审查,并在非核心领域进行成本压缩,这里的压缩不仅仅指投入的资金,时间成本和人员成本也要换算成钱并考虑其中,尤其要提的一点是咱们行业总有世界各地的峰会,差旅成本也不低,所以要不要去参会也是值得思考后再敲定的。 2. 产品的内部优化: -加强核心产品的开发与深化:专注于改进核心产品,提高其竞争力和用户体验。这包括了DApp、媒体文章、GameFi、NFT IP等等,取决于你做的到底是什么业务,用我们小幽灵来举例,这里的核心产品当然就是小幽灵IP本身了,我们要反思之前的不足,在熊市在把品牌故事讲好,把内容做好,让这个IP能够在大众心里立住并持续扩大其在Web2的影响力与变现能力。 -延迟非关键项目的推出: 考虑将一些非核心的项目或功能推迟,集中资源应对主要的业务挑战。当然,这里的前提条件就是创业者自己要清楚什么才是核心业务,如果创业者认为一代又一代地发行NFT是自己的商业模式的话,从一开始就走错了方向。 3. 市场策略与社区建设 -加大与社区的互动:创始人和团队都要保持让自己呆在社区里,真诚地听取社区的意见和建议。 -破圈扩大影响:努力拓展到Web3之外的市场,如与传统行业合作,寻求新的合作伙伴和用户群体,或者为不熟悉Web3的用户提供入门教程。 -重新定位品牌与信息传达:对外界传达更明确、更真实的品牌信息,使外部人士更容易理解项目的核心价值。 4. 团队与合作伙伴关系 -团队内部培训:利用这个低谷期进行团队内部的技能培训,使团队准备好应对市场现在的困境以及潜在的下一个上升周期。比如我们团队很多成员现在已经拥有了独立BD Web2品牌的能力,而不再仅仅局限在Web3圈子里,这对于他们来说是一项新的且适用于我们现阶段业务的技能。 -强化与核心合作伙伴的联系:与关键供应商和合作伙伴保持频繁沟通,确保双方都了解彼此的需求和困境。 结语 市场的波动与不确定性让每一个创业者都经受着巨大的压力与考验。从牛市的欢欣鼓舞到这一次的熊市,这是一次前所未有的熊市,深度与持续性都超出了许多人的预期。每一个市场信号都深深地影响着我们的决策。但历史和经验都告诉我们,真正有价值的事物是经得起时间考验的。而那些在熊市中坚守原则、不断学习、深化产品,与社区真诚沟通的项目,往往会在下一个市场周期中更加繁荣和强大。 在这种高压环境下,我也想提醒每位创业者,尽管事业重要,但身体健康才是你持续创业的根本。不要为了短暂的成功牺牲了长期的健康。合理安排工作与休息,及时锻炼,保持健康的生活习惯,这都是为了我们可以更好地迎接未来的挑战。 别像我一样焦虑睡不着于是在深夜写了这个文章,GN。
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Sven Philipsen @svenphilipsen
34K Followers 29K Following Founder & CEO @ https://t.co/Qwl3yxVW19 - Futurist and innovator. Expert #AI #Sustainability #tech #startup #blockchain #Industry40
Vinod Sharma @vinod1975
38K Followers 28K Following FinTech CTO | #DigitalTransformation Leader | Keynote Speaker | Researcher | #Blockchain #Physics #MachineLearning #DataScience #Analytics | Views are my own
Kate Darling @grok_
36K Followers 605 Following Research lead for Robotics Ethics & Society at RAI. she/her. Author of "The New Breed": https://t.co/TPSdhgflir
Marcus Borba @marcusborba
41K Followers 3K Following Data & AI expert | Helping companies transform their business with data
Mike Tamir, PhD @MikeTamir
40K Followers 51 Following SVP ML/AI Eng at Tubi, former Distinguished MLE & ML/AI Discipline Head, Shopify; ML-DS head at Uber AI and ATG; Chief Scientist, SIG; Founder FakerFact
Catherine Adenle @CatherineAdenle
44K Followers 3K Following 📌Top 22 Women in Tech and Influencers to Follow 2022. #Tech #AI #ML #Data, #Cybersec, #GenAI, #ChangeManagement, #Careeradvice, #viralvideos ❤️ Family
Terence Leung @TerenceLeungSF
52K Followers 41K Following Top 50 Outstanding #AI Business #Influencer | Top 22 AI Influencer to Follow | Top 100 Global #ThoughtLeaders | Deloitte | i2 & Blue Yonder | @Pelico
Martin Ford @MFordFuture
45K Followers 129 Following Futurist & NY Times bestselling author. New edition of #RiseoftheRobots (https://t.co/C30wvush11) about how
Monica Rogati @mrogati
49K Followers 662 Following Data Science & AI advisor; fractional CDO. Former VP of Data @Jawbone & @LinkedIn data scientist. Equity Partner @DCVC. CMU CS PhD.
Nathan Benaich @nathanbenaich
71K Followers 35K Following solo member of superinvestment staff @airstreet @airstreetpress @stateofai @raais
yan5xu @yan5xu
16K Followers 442 Following 🤖 AI 野生研究员 | ex @ManusAI_HQ & @hey_im_monica 推特内容仅代表个人观点,和公司无关
范凯说 AI | Kai on... @fankaishuoai
39K Followers 283 Following 🧠 AI 时代该怎么转型:帮你分清噪音和机会;给你可执行框架;带你落地实践 🚀 创业 20+ 年,还在路上 ⭐ 会员网站:https://t.co/8TWwPNtq3t
Richard @qloog
9K Followers 2K Following Indie Developer Backend (Go | PHP | Python | Node) / TS AI / Skills / Agents / OpenClaw 系统架构设计必备书籍:https://t.co/XW3LS01QL6



















