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Sky9 Capital Vincent: in Web3, your "value actions" will sooner or later give you "value"

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On the chain, the user's data is the user's own, the on-chain behavior is traceable, and your "value behavior" will bring you "value" sooner or later.

Vincent Niu (Partner, Sky9 Capital)

The editorOpenDAO, the NFT community, announced today that it is launching an SOS Token airdrop for all OpenSea users who have previously traded on OpenSea. Although the total supply of SOS is as high as 100 trillion pieces, its price showed a relatively strong rise on the first day of launch, and the discussion around SOS in the community became increasingly hot.

Vincent Niu, a partner at Sky9 Capital, has long been bullish on "data" and the tracks it generates. Recently, BlockBeats put together a list of Vincent Niu's thoughts on the value of data and how it affects Web 3. (The arrangement is in logical order, not strictly chronological)

以下为原文

In Web2, your "value behavior" will only bring "value" to the company providing the service, not you. In Web3, your "value actions" will sooner or later give you "value." Don't take no for an answer.

Don't worry if Opensea doesn't issue native tokens. On the chain, the user's data is the user's own, your chain behavior is traceable, these valuable behavior OS does not give you return others can give. SOS has already started, and LooksRare will be airdropping to OS users later. So just do what you need to do on the chain, and sooner or later your "value behavior" will give you "value." Magic Web3.

这个行业里，数据真的是金矿。Web2.0 里各种应用埋点埋很久，大部分数据都是冗余数据，没什么用，核心是用户信息很难打通，画像不完整。链上的每一条 txn，都是「高价值」用户行为（毕竟承受着高 gas fee），过滤了大量的无用或低价值行为数据，同时又打通了成千上万 dApp 的用户行为。

围绕这些数据的过滤/分析/加工，能够产生无数的场景，从捕捉交易机会，到找到精准用户地址群体，再到形成链上身份和社交关系，每一件事都是百亿美金以上的机会。

我个人和 Sky9 Capital 非常看好由数据衍生出来的整个赛道。CyberConnect、RSS3、Project Galaxy 等都是在这个观点下我们投资的项目。

Web3.0 content aggregation and distribution will be presented in a native way, and I prefer to see it come straight out of Web3.0 rather than a slow shift by Web2 companies.