WarSpore · Saga 游戏制作随笔 | Introduction & Essays

(此篇文章转载于 WarSpore · Saga 游戏的 Notion 文档: Notion )

自从 CKB 将自身定位调整到 “BTC Layer2” 后,我对 CKB 的定位第一次有了强烈的共鸣。从 CKB 到 BTC 的这条路上,我们有了 RGB++ 协议和 Fiber 闪电网络,它们就像桥梁一样,给生态带来了可能性,因为这个可能性,市场在去年年初重新调整了对 CKB 的增长预期,但这个预期并没有维持下去,仅有基建是远远不够的,我们还需要在其上构建应用以证明它们的可用性,将 “可能性” 提升为 “确定性”。

Since CKB repositioned itself as a “BTC Layer2,” I have felt a strong resonance with its direction for the first time. On the path from CKB to BTC, we now have protocols like RGB++ and Fiber Lightning Network, which act as bridges, bringing new possibilities to the ecosystem. It was precisely because of these possibilities that the market adjusted its growth expectations for CKB early last year. However, these expectations did not sustain themselves. Infrastructure alone is far from sufficient—we must also build applications on top of it to prove their usability, elevating “possibility” into "certainty.”

WarSpore · Saga 是一款集 PVE、PVP 和 UGC 于一体的运行在 CKB 上的全链游戏,同时也是 BTC 生态中的第一款全链游戏,它将验证 RGB++ 和 Fiber 的可用性,对 CKB 和 BTC 的生态发展都具有里程碑意义。

WarSpore · Saga is a fully on-chain game running on CKB that integrates PVE, PVP, and UGC, and is also the first fully on-chain game in the BTC ecosystem, making it a milestone achievement for both CKB and BTC ecosystems by validating the usability of RGB++ and Fiber.

我所理解的 CKB 和 Web3 | My understanding on CKB & Web3

CKB 生态常年把资源投注于基础设施的建设上,他们构建了一个内部精巧但外表朴素的城堡,幻想着 “有识之士” 或 “志同道合” 的人无意间走进来,震颤于其精巧的设备和结构,于是愿意自发的为这座看起来朴素的城堡,粉刷上自己的色彩。但谁知,多年过去了,城墙上只有零星的几处颜色,还是那么原汁原味的朴素。为什么?这是 CKB 一直在思考的,或许城堡的内部构造还不够精巧,或者那些所谓的 “志同道合” 的人,不过是随波逐流的浮萍罢了,但好像鲜少有人看到,城堡其实更像是一座孤岛,缺少迎接旅人的 “桥梁”。

The CKB ecosystem has for years focused its resources on infrastructure development, building a castle that is intricate on the inside but plain on the outside, fantasizing that “people of insight” or “like-minded” individuals would stumble upon it, be awestruck by its sophisticated equipment and structure, and willingly paint their own colors onto this seemingly plain castle. But as it turns out, years have passed, and only a few scattered patches of color have appeared on the castle walls—it remains as authentically plain as ever. Why? This is what CKB has been contemplating. Perhaps the internal structure of the castle is not sophisticated enough, or maybe those so-called “like-minded” people are merely drifting duckweed going with the flow. But few seem to notice that the castle is actually more like an isolated island, lacking the “bridge” to welcome travelers.

这个桥梁,即是物理上的桥梁,如完善的 SDK 和文档,也是意识上的桥梁,如精心设计的让人耳目一新的 App。回到城堡的比喻,CKB 需要能让旅人越过雷池的宽大、平展的桥梁,也需要精美、吸睛的外部城墙。但令人唏嘘的是,吸引旅人需要漂亮的城墙,而漂亮的城墙,却被期望着由旅人来绘制,因为他们坚信,这些旅人当中一定存在着愿意为 “理想” 付出的人,即他们所谓的 “志同道合”。然而事实却很残酷,在当前环境里,“理想” 才是那个最不值钱、最没有吸引力的东西,在大家都还在为生存焦头烂额的时候,理想是大家想拿但不敢拿的奢侈品,而投机才是那个最显眼的精神毒药。

This bridge is both a physical bridge, such as comprehensive SDKs and documentation, and a conceptual bridge, such as carefully designed apps that feel fresh and innovative. Returning to the castle metaphor, CKB needs broad, smooth bridges that allow travelers to cross the moat, as well as beautiful, eye-catching exterior walls. But what’s lamentable is that attracting travelers requires beautiful walls, yet those beautiful walls are expected to be painted by the travelers themselves, because they firmly believe that among these travelers there must be those willing to sacrifice for “ideals”—their so-called “like-minded” people. However, the reality is cruel: in the current environment, “ideals” are the very thing that is most worthless and least attractive. When everyone is still scrambling to survive, ideals become a luxury many desire but dare not embrace, while speculation stands out as the most conspicuous spiritual poison.

“当 Web3 能真正体现出中本聪所设想的价值时,CKB 的价值才能体现出来,当 Web3 都充斥着投机和暴富叙事时,CKB 的价值就会被埋没”,所以错的是这个环境,而不是 CKB 的选择,但环境真的有对错吗?对初心的坚持是 CKB 的优势,同时也是最大的劣势,战略没有问题,但战术却漏洞百出。

“When Web3 can truly embody the value envisioned by Satoshi Nakamoto, CKB’s value will be able to shine through. When Web3 is flooded with speculation and get-rich-quick narratives, CKB’s value will be buried.” So it is the environment that is wrong, not CKB’s choices—but is the environment really right or wrong? Adherence to original principles is CKB’s strength, but also its greatest weakness. The strategy is fine, but the tactics are riddled with flaws.

在 Web3 的这片土地上,坐落着一个又一个精致的赌场,踏上这片土地的每一个人都怀揣着暴富的梦想,这是一片无人管辖之地,浮躁、嫉妒、炫耀和欺诈是这片土地的主旋律,宛如正人君子一般的 CKB 在这里显得格格不入,仿佛只有一起随波逐流才是当前的生存之道。但现实世界又何尝不是如此,只不过披上了精致的外衣,内核不还是一样吗?当前的 Web3,不过是缺少这一件精致的外衣,当前的 Web3,就是这个世界本来的 “丑陋”,所谓的 “中本聪” 理想,更像是那一件会被逐渐披上的外衣而已。

On this land of Web3, there sits one exquisite casino after another. Everyone who sets foot on this land harbors dreams of getting rich overnight. This is an ungoverned territory where restlessness, jealousy, ostentation, and fraud are the main themes. CKB, like a gentleman of integrity, seems out of place here, as if going with the flow is the only way to survive in the present. But isn’t the real world just the same, only dressed in refined clothing—isn’t the core still identical? Current Web3 simply lacks that refined garment. Current Web3 is the world’s original “ugliness.” The so-called “Satoshi Nakamoto” ideal is more like that garment that will gradually be put on.

这是一场城堡与赌场的对决,很显然,现在赌场占据绝对优势,但我也同样坚信,时间站在城堡这一边。我赞同 CKB 的战略,但我不认可 CKB 所采取的战术,战略谈的是理想,但战术却要从现实出发,所有脱离现实的战术将变得毫无意义。

This is a showdown between the castle and the casino. Clearly, the casino currently holds the absolute advantage, but I equally believe that time is on the side of the castle. I agree with CKB’s strategy, but I do not endorse the tactics CKB has adopted. Strategy speaks to ideals, but tactics must start from reality. Any tactics divorced from reality become utterly meaningless.

游戏制作的初衷 | Origin of making the game

CKB 离市场太远,而且现有的东西也很难让 CKB 触及到市场,不得不承认的是,这个市场现在不是由一群区块链原教旨理想主义者构成的,而是由一群带有强烈赌徒心态的投机者构成的,那些整天歌唱 Web3 价值的,也只不过是些相对聪明的,懂得包装和掩盖自己赌徒心态的人罢了。简而言之,在当前的大环境下,Web3 就是 “赚钱” 的代名词,而不是 “价值互联网” 的代名词,你说你在构建价值互联网,没人关注你,但你说你能让那些人赚钱,他们会奔跑着靠近你,因为他们眼里,全是嫉妒。

CKB is too far from the market, and what currently exists also makes it very difficult for CKB to reach the market. It must be admitted that this market is not now composed of a group of blockchain fundamentalist idealists, but rather of a group of speculators with a strong gambler’s mentality. Those who sing the praises of Web3 value all day long are merely relatively clever people who know how to package and disguise their gambler’s mentality. In short, in the current environment, Web3 is synonymous with “making money,” not with the “Internet of Value.” If you say you’re building the Internet of Value, no one pays attention to you, but if you say you can give those people money, they’ll come running toward you, because jealousy shepherds them.

嫉妒让他们不甘心只能眼看别人赚钱,嫉妒让他们只接受把赚钱摆在明面上的项目,嫉妒让他们忽视了纸面财富下暗流涌动的风险。既然这个市场上是由这样一群人组成的,那我们要触及的也只能是这样一群人,不要因为 “清高” 而嫌弃他们,他们的选择没有对错,人性使然,因为在这个残酷的市场竞争里,“活着” 才是最重要的,只有活着才有资格谈理想。

Jealousy makes them unwilling to merely watch others profit; jealousy drives them to favor only projects that promise easy money upfront; jealousy blinds them to the underlying risks beneath the surface of paper gains. Since this market is composed of such a group, they are the only ones we can reach. Don’t look down on them because of “lofty aloofness”—their choices are neither right nor wrong; it’s simply human nature. Because, in this brutal market competition, “survival” is what matters most. Only by surviving do you earn the right to talk about ideals.

这就是我为什么要做这款游戏,我希望通过一款游戏来帮助 CKB 触及到这个市场上基数最大的那群人,告诉他们,CKB 不是表面上看起来的那样晦涩难懂,它拥有极高的上限,它一样可以拥抱世俗,我也希望这款游戏能成为游戏开发上的典型样板,因为我躺过了很多开发者不知道该如何躺过的技术障碍,当他们在怀疑某个功能能否实现的时候,来看看我是如何做的就行。

This is why I wanted to make this game. I hope to use a game to help CKB reach the largest demographic in this market and show them that CKB is not as obscure and difficult to understand as it appears on the surface—it has an extremely high ceiling and can equally embrace the worldly. I also hope this game can become an exemplary model for game project development, because I’ve navigated through many technical obstacles that other developers don’t know how to overcome. When they’re doubting whether a certain feature can be implemented, they can just come and see how I did it.

这是一款怎样的游戏 | What is exactly the game

区块链游戏是 “金融模型游戏化” 的典型代表,它不是 “游戏” 与 “金融” 的简单叠加,而是金融的游戏化体现,即外表是游戏,但内核是金融,这是区块链游戏最大的优势,同时也是最大的限制,脱离了这个范畴,区块链游戏将毫无竞争力。

Blockchain games are the quintessential example of “gamified financial models.” They are not a simple combination of “games” and “finance,” but rather the gamified manifestation of finance—meaning they have the appearance of games but the core of finance. This is both the greatest advantage and the greatest limitation of blockchain games. Outside this paradigm, blockchain games will have no competitive edge.

如前文所说,WarSpore · Saga 这款游戏拥有 PVE、PVP 和 UGC 三大模块,但实质上,这三个模块都是为了这款游戏的金融模型服务的。在 Web3 的语境下,金融模型只有两个部分组成,即 “代币” 和 “共识”,通俗的讲,代币是价格的载体,而共识是对价格的上涨预期。回到区块链游戏这个特定场景里,游戏的存在本身就是一种价值的体现,而这种价值是以 “价格” 的形式反映到市场上的,由代币承载着这一职能,游戏的所有玩法,都是基于代币的玩法,核心目的是为了维持玩家群体对于代币价格的共识。

As mentioned earlier, WarSpore · Saga features three major modules: PVE, PVP, and UGC. However, in essence, all three modules serve the game’s financial model. In the Web3 context, a financial model consists of only two components: “tokens” and “consensus.” To put it plainly, tokens are the vehicle for price, while consensus is the expectation of price appreciation. Returning to the specific scenario of blockchain games, the game’s very existence is itself a manifestation of value, and this value is reflected in the market in the form of “price,” with tokens bearing this function. All gameplay mechanics are token-based, with the core purpose of maintaining consensus among the player community regarding the token’s price.

那什么是共识?共的是什么识?这会是个很有意思的探讨,“共识” 这个词在 Web3 技术领域是平等的多方对于一个统一状态的相同认知,而在 Web3 金融领域,就是简单粗暴的对于 “价格一定会上涨” 的认知,或者更粗暴地说,就是参与共识的每个人对于自己 “一定有机会赚到钱” 的认知。

So what is consensus? What exactly is being “consensused”? This is a very interesting question to explore. In the Web3 technical domain, “consensus” refers to equal parties having the same understanding of a unified state, whereas in the Web3 financial domain, it’s simply and brutally the belief that “prices will definitely rise,” or to put it even more bluntly, it’s each participant’s belief that “I will definitely have a chance to make money.”

所以区块链游戏的本质是什么?其本质就是发一个币,然后设计一个游戏玩法,这个玩法允许参与游戏的任何人都有机会赚到钱,但前提是他们得接受这个过程是有成本的。如果再更深入一点探讨这个问题,那就是区块链游戏其实创造了一个 “风险场景”,在这个场景里,参与者通过投入本金,利用自己对游戏玩法和经济模型的理解,博取超额收益。

So what is the essence of blockchain games? The essence is to issue a token, then design gameplay that allows anyone participating in the game to have a chance to make money, but with the caveat that they must accept that this process comes at a cost. If we delve even deeper into this question, blockchain games actually create a “risk scenario,” where participants invest capital and leverage their understanding of the gameplay and economic model to seek outsized returns.

最后回到 WarSpore · Saga 是一款怎样的游戏这个问题上,视角不同,答案也不同:

  1. 从 “游戏性” 视角出发:这是一款集合了 PVE、PVP 和 UGC 玩法的卡牌闯关、对战和创作的游戏,玩家通过购买和组织卡牌来优化自己在 PVE 和 PVP 中的战斗体验和胜率,通过 UGC 玩法创建独属于自己的游戏背景故事。

  2. 从 “金融性” 视角出发:这是一款围绕游戏代币的增发、交易和质押的游戏,玩家透过 PVE 玩法获得增发的代币,透过 PVP 玩法以自定义的价格交易代币,透过 UGC 玩法质押代币以进行内容创作。在 PVE 和 PVP 中,玩家都可以通过投入更多本金来换取强力卡牌,以优化胜率。

Finally, returning to the question of what kind of game WarSpore · Saga is, the answer varies depending on the perspective:

  1. From a “gameplay” perspective: This is a card-based adventure, battle, and creation game that combines PVE, PVP, and UGC gameplay. Players optimize their combat experience and win rate in PVE and PVP by purchasing and organizing cards, and create their own unique game backstory through UGC gameplay.

  2. From a “financial” perspective: This is a game revolving around the issuance, trading and staking of game tokens. Players acquire newly issued tokens through PVE gameplay, engage in PVP gameplay to trade tokens in any customized prices, and stake tokens through UGC gameplay to create content. In both PVE and PVP, players can invest more capital to acquire powerful cards and optimize their win rate.

纸面财富 vs 即时结算 | Paper gains vs Instant settlement

当你看到你在交易所里的账户余额显示你拥有多少 USDT 等值的资产,而这些资产都是购买的各种山寨币时,在你将这些资产卖出之前,这些财富都不过是存在于纸面上,因为这个市场将 “零和博弈” 的底层逻辑用看起来是 “非零和博弈” 的玩法进行了包装,以至于在某个时间点会出现市场上的所有人都认为自己在 “赚钱” 的荒诞情况。是问,一个不会自我产生额外价值的市场,如何做到所有人都能赚钱?答案自然是无法做到,除非赚的是纸面财富。

When you see your exchange account balance showing the value of your assets in USDT equivalents—assets comprised of various altcoins—until you sell them, these gains exist merely on paper. This is because the market packages the underlying logic of a “zero-sum game” in what appears to be a “non-zero-sum game” format, leading to the absurd scenario where, at certain moments, nearly everyone believes they are “making money.” Yet one must ask: how can a market that generates no additional intrinsic value allow all participants to profit? The answer, naturally, is that it cannot—unless what is being gained is merely paper wealth.

纸面财富只有在结算之后才会变为真实财富,但这个市场的机制将结算的权利交到了每个参与人手上,于是问题产生了,结算看似只是一步简单的操作,但实际上,它是一个巨大的鸿沟。人们如果自己掌握结算的权利,就总会倾向于在自己利益最大化的时刻使用,但复杂的人性会导致他们在获利时贪婪,在亏损时恐惧,贪婪和恐惧会扭曲他们的认知,迫使他们做出推迟结算的决定。

Paper gains only translate into real wealth after settlement, yet the mechanics of this market place the power of settlement in the hands of each participant. Herein lies the problem: while settlement may seem like a simple step, it is, in reality, a vast chasm. When individuals control their own settlement rights, they are naturally inclined to exercise them at moments that maximize their own benefit. However, complex human nature often leads to greed during profits and fear amid losses, distorting their cognitive lens and compelling them to postpone settlement—a form of self-sabotage disguised as autonomy.

延迟结算创造纸面财富,纸面财富创造金融泡沫,失控的金融泡沫在破灭时,会对系统产生毁灭性打击,于是在 Web3 领域里,我们见证了无数个创造泡沫的项目出现,又见证了无数个泡沫破灭的项目消失。但同样是需要所有参与人都投入本金,同样是所有参与人都期待获利,为什么麻将和博彩能长久存在,直到现在仍生机勃勃?因为它们没有泡沫,因为它们是即时结算,因为它们让参与人的损失责任归因于参与人自身而非参与的系统。

Delayed settlement creates paper wealth, paper wealth breeds financial bubbles, and runaway financial bubbles, when they burst, can devastate the entire system. In the Web3 space, we have thus witnessed countless bubble-creating projects emerge and just as many vanish when their bubbles pop. However, Both require participants to invest capital, and both thrive on the expectation of profit—so why have games like mahjong and gambling endured for so long and remain vibrant today? The answer lies in the absence of bubbles, the enforcement of instant settlement, and the attribution of loss responsibility to the participants themselves, rather than to the system in which they take part.

所以我希望我在设计游戏时,它的底层构建于类似麻将或博彩那样的机制,于是玩家的主要获利途径将不再完全依赖于代币的涨跌,因为那里充满了泡沫,还可以依赖于基于规则的公平对抗,因此我对 PVE 和 PVP 的底层机制采用了如下设计:

  1. 玩家通过 PVE 模式产出筹码(即代币),投入本金购买卡牌或深入理解游戏机制都能提高产出效率,产出的筹码可以直接在二级市场上以市场价格卖出以获得回报,获益效率会受到市场上的价格波动影响

  2. 玩家通过 PVP 模式以任何期望的价格来交易手上的筹码,交易的价格可以远高于市场价,当有对手选择应战时,对战双方都需要以约定的价格配置相同比例和数量的 CKB/BTC 和游戏代币,通过对战来决定谁是卖方(赢家)谁是买方(输家),获益效率不受市场价格波动影响,但风险较大

Therefore, in designing the game, I aim to build its foundation on mechanisms akin to those of mahjong or gambling. This means players’ primary avenues for profit will no longer rely entirely on token price fluctuations—which are filled with bubbles—but can also depend on fair, rule-based competition. Accordingly, the underlying mechanics for PVE and PVP are designed as follows:

  1. In PVE mode, players generate chips (i.e., tokens). Investing capital to purchase cards or gaining a deeper understanding of the game mechanics can improve production efficiency. The chips produced can be sold directly on the secondary market at prevailing prices to realize returns, though profit efficiency will be influenced by market price volatility.

  2. In PVP mode, players can trade their chips at any desired price, which may be set far above the market price. When an opponent accepts the challenge, both parties must allocate CKB/BTC and in-game tokens in equal proportions and amounts based on the agreed price. The outcome of the match determines who acts as the seller (winner) and who acts as the buyer (loser). Profit efficiency in this mode is unaffected by market price fluctuations, but it carries significantly higher risk.

为什么要做 “全链” | Why does “fully on-chain” matter

游戏能不能玩,和这款游戏是不是全链游戏没有任何关系,如果把大部分逻辑都放在中心化游戏服务器,仅把和代币有关的部分放到区块链上,玩家的游戏体验可能反而更好,因为这会减少很多链上确认的延迟。但是,全链对我来说不是可选项,而是必选项,因为只有彻底贯彻全链特性,才能真正体现出一个区块链的可编程上限,同时也是在验证我的能力上限。

Whether a game is playable has no inherent connection to it being fully on-chain. If most of the game logic is handled on centralized servers, with only token-related components placed on the blockchain, the player experience might even be improved, as this would reduce much of the delay associated with on-chain confirmations. However, being fully on-chain is not an optional choice for me—it is a necessity. Only by thoroughly implementing the fully on-chain approach can we truly demonstrate the full programming potential of a blockchain, while also testing the limits of my own capabilities.

选择做 “全链” 在商业模式上有利有弊。有利的地方在于,在商业叙事上会有一定的优势,我可以毫无顾忌的以 “比特币生态中的首款全链游戏” 作为宣传标语,因为有价值的永远在这个 “首” 字上。但弊端是,这会在无形中增加我的开发成本和维护成本,开发难度也会明显增大,不过其实这也许是我所期望的,因为高难度本身也是一种门槛。

Opting for a “fully on-chain” approach presents both advantages and disadvantages from a business model perspective. On the positive side, it offers a certain advantage in terms of commercial narrative—I can confidently promote the project as “the first fully on-chain game in the Bitcoin ecosystem,” as the real value often lies in that word “first.” However, the downside is that this will inevitably increase both development and maintenance costs, while also significantly raising the difficulty of development. Yet, this might actually be what I desire, as a high level of difficulty itself serves as a barrier to entry.

在用户端,本质上是感受不出何为 “全链” 的,所以这更多的是在宣传上为预期管理服务的,也在技术上设置开发门槛,代价是要牺牲一定的用户体验,不过总体来说,利大于弊。

From the user’s perspective, there is fundamentally no perceptible difference in what constitutes “fully on-chain.” Therefore, this characteristic serves more as a tool for expectations management in promotion and simultaneously establishes a technical development barrier. The cost, however, is some sacrifice in user experience. Overall, the advantages still outweigh the disadvantages.

意义 | Meaning

独自一个人在没有任何资助甚至还要自己投钱的情况下,坚持一年半时间的开发,本身就是一件很不容易的事情。我希望,这款游戏的出现,能在一定程度上改善用户对 CKB 上 “只有玩具应用” 的印象,也希望它能成为通过 CKB 作为发射台,将应用 “发射” 到 BTC 生态的典型案例,因为 CKB 只有紧紧抱住 BTC 的大腿,才有机会继续生存下去,如果还是很难,那只能说明抱得还不够紧。

Working alone for a year and a half on development without any funding, and even investing my own money, is in itself an immensely challenging endeavor. I hope that the launch of this game can, to some extent, improve users’ impression that “CKB only has toy applications,” and I also hope it can become a typical example of using CKB as a launchpad to “launch” applications into BTC ecosystem. After all, CKB’s survival depends entirely on clinging closely to BTC’s influence. If progress remains difficult, it may only mean we haven’t held on tightly enough.

希望通过我的个人努力,能在偏安一隅处点亮一盏灯,照亮旅途的友人,告诉他们从 CKB 到 BTC 的这条路该如何走。

It is my hope that, through my individual efforts, I can light a lamp in a quiet corner—to illuminate the path for fellow travelers and show them how to navigate the way from CKB to BTC.

Telegram Portal:

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Hi LuLuCrashLZ,

We have read your article, it is profound and insightful.

Your analysis of “Paper Wealth vs. Instant Settlement” and your commitment to the “Fully On-Chain” path are compelling. This level of deep thinking adds significant value to the ecosystem and truly embodies the developer spirit we hope to foster.

Great work! We will help amplify it within the community.

Best,

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Great post!

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是的,当最大的交易所掌管者都在明喊meme时,当SOL官方都在蹭中文名字时,当base的 jesse 都亲自发meme时,你可能会想所有都是小丑(我当时就是这样感觉),但你静下来再想下,他们很多人其实都已经财务自由了,他们难道不是为了平台生存竞争,为了给自己平台争取一些流量、稳住户用,而做出的努力吗?

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非常赞同,战略上正确改变不了我对它战术上的“懒惰”的意见。其实很多时候只是 关键时机的一次技术官宣,关键时刻的一个官方姿态,关键K线上的点位支撑位,就会省去后期花费大量精力去弥补。这不只是增加社区的信心,更是让社区项目建设者能够安心,给犹豫要不要来建设者的希望。现实中也是这样,真正的实干家员工,是没有人愿意跟着不明确目标的老板一起漫天畅想的,给他们一张老板都不知道怎么画的白纸当蓝图,他们是要面对现实 面对生活,需要的是希望和一点安心。几年下来在战术上确实太无为(有些事情社区做达不到其效果),从而也导致了生态项目永远就是进来几个差不多就退出几个,价格长期处在破发区间无法突破,投机者永远知道它一涨立马就跌下来而赚差价,与其宣称的长期主义者在利益面上并不相府。

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非常赞同,战略上正确改变不了我对它战术上的“懒惰”的意见

是的,从这个角度出发,宁愿是 “战术勤奋、战略懒惰”,也不要 “战略勤奋、战术懒惰”,后者几乎让参与者无能为力,没有方向。

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赞同你的分析,更欣赏你的行动力——这是非常稀缺的,也是这个社区最需要的。

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非常同意,我觉得都是很优秀的创业者。

真正的问题不在这个环节,或者说不是谁对谁不对——就算是web2也有价值,腾讯也很成功——而是当面前有很多条路都能通向终点的时候,你选择哪一条,应该怎么选?Ethereum, Ripple, Zcash 显然和 Solana, Base 选择不一样,它们都值得称赞,原因不是因为有没有创始人喊单meme,而是因为他们都在努力,都找到了属于自己的路,他们很清楚自己和别人不一样。我不认为任何努力是小丑,但也不认为因为Bitcoin做SoV, Ethereum做SoV就能成,Ethereum做了DeFi, Cardano做DeFi就能成。

我也不会认为“因为A做了X成了,所以我们一定不能做X“,这显然走向了另一个极端。我只是觉得,当我们讨论”应不应该做X”的时候,理由不应该是”因为A/B/C/..做了X成功了(吗?),所以我们也应该做X“,真正应该拷问的是:”为什么CKB做X也可以成?为什么X适合CKB?如果X适合CKB能匹配CKB的特点,这个社区/生态中有谁适合做这件事情?“

  • 一个正面的例子:Bitcoin 生态发展出了 Ordinals, BRC20, 带来了 Bitcoin 生态的热潮,EcoFund/UTXOStack 认可这个机会,提出了RGB++,给CKB生态带来了发展。
  • 一个反面的例子:pump.fun很成功,因此CKB也应该做pump.fun. 问题是p小将们在sol/pump.fun里面30秒可以冲几个来回, 他们受得了CKB的出块延迟和空间占用吗?真要走这条路,CKB是不是应该改成pos降低延迟?去掉空间占用的经济模型降低所谓的“成本”?为什么不干脆eth/sol的链fork一下? 那样跟着转弯可以很快。那么CKB是否还有必要存在?最终可以看到,并不是这个路线“不对“或者成功不了(很多项目就是这么做了,也很成功,恭喜它们),仅仅是CKB不适合。
    • 如果思考更深入一层:如果需求是低延迟以及不要引入空间占用成本,那么Fiber能不能做?PoB+Cell model 能不能做?那么我们也许真的会创造出神似而不是形似,真正有机会开创局面的新物种。

用“因为A做了X所以我们也应该做X”这样的理由做分析的问题,首先是它对做决定没什么帮助,仅仅是思考可能性的一个起点。2025年这个行业从 meme 到 DAT 到 stable coin 到 RWA 到 AI agent 到 prediction market 变了很多次,每一个都可以基于同样的理由去追逐,而每一次追逐的成功都取决于资源投入、时机、匹配度的结合——这一点对于任何有真正创业经验的人应该都很熟悉,就像专业投资人永远在问”为什么做这个?“”为什么现在做?“”为什么你可以做?“ 都做一遍是不可能的,而只做任何一个X都会有事后“当时做Y一定成”的遗憾,但这种想象仅仅是一种对历史的简化归因——很难说是 Anatoly 喊单龙一重要, 还是 Jump Trading 重要,还是因为 Sol DevRel 给社区开发者的支持很到位,如果缺了一个,Y还能成吗?我认同 BTCKBRGB++, Fiber, 也不仅仅是因为Ordinal/BRC20/Atomical 当时很火,而是因为我觉得这是适合CKB做的事情,所以我用我的方式支持,发推谈我的理解,也帮忙介绍投资人。

其次在于每个人/项目/社区都应该做自己。RGB++ 是非常值得回顾的——那一段时间带领CKB前进的是UTXOStack/EcoFund, 不是Cryptape也不是Foundation. RGB++能为CKB带来发展是因为Cipher/Baiyu按照自己的想法行动,并且有行动力,不是因为CKB社区/Foundation一致认为RGB++好(意见也分裂),也不妨碍Foundation为EcoFund/UTXOStack提供各种帮助。我不觉得谁谁谁一定要去学Anatoly或者孙哥喊龙一,就像Anatoly/孙哥也不会学我喊PoW或者社区治理。如果你自己喜欢模仿某个人当然没人可以阻止你模仿,但你不想模仿也没人有资格要求你去模仿。我欣赏RGB++,因为它是这样一个案例:大家都做自己,用自己的方式行动,追逐自己认同的东西,也可以创造出有价值的结果。

今天 Bitcoin L2 似乎已经凉凉,Ordinal/RGB++进入低谷,但这些尝试不应该被忘记或完全否定。如果没有 RGB++/DOB/Spore, 也许今天也不会有 WarSpore. 我们应该走出简单归因,更进一步的去考虑什么事情适合做,什么事情值得做,怎么找到合适的人并把它做好。

btw. 我依然认为 BTCKB/Bitcoin L2/RGB++ 成立,并且和web5是完全一致的。

我非常欣赏 WarSpore, 一方面是因为 WarSpore 是探索Bitcoin生态,探索 Spore/DOB 的尝试,我认为这和CKB/Cell/BTCKB/RGB++很匹配——这并不代表 WarSpore 一定有商业上的成功,但我很想看到 WarSpore 上线。

其次也因为 @Crybaby 既有不一样的想法,也有行动力。WarSpore 没有停留在 “CKB/Foundation 应该做 WarSpore” 这个层面,而是直接往前走,我觉得这种行动本身就是对CKB理念最好的注解。在我心里,这是CKB生态最需要的,也是CKB生态真正的力量所在。我很感谢 @Crybaby , 因为你选择做建筑师而不是旅人。我不期望旅人能绘制漂亮的城墙,建造雄伟的城市,我期望的是人们意识到这里不仅仅有旅人也有建筑师;意识到建筑师既存在于Foundation/Cryptape也存在于社区,不同的建筑师擅长的事情不一样;意识到我们需要更多的建筑师而不是旅人——被一时热点吸引的旅人很快会离开,只有建筑师能创造长期可持续的繁荣;意识到我们应该为建筑师构建正面反馈,提供支持和包容,不要让他们因为负面反馈离开;意识到我们可以通过更好的DAO和Treasury持续为建筑师们提供更多激励,建筑师也应该和商人合作寻找新的商业模式和token economics,理想和经济激励没有冲突,它们的结合才是crypto的核心。我会尽我所能用我的方式去支持。

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4 posts were split to a new topic: WarSpore 随笔引发的一些偏题讨论

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https://mp.weixin.qq.com/s/9JTyNDZODGn88yM2SbqqKQ

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非常感谢 Jan 的认可

Thanks for the distribution from the ecosystem, I hope our ideas can reach more and more audience

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完全赞成,但觉得少点前提,时间的沉淀,到底为ckb带来了多少建筑师 6年了,有多少建筑师,我们有没有其他一些吸引建筑师的手段,方法,eth,sol等等各个链,他们的是建筑师还是旅人?,他们的建筑师怎么来的?,所以最后结论是,无论是旅人也好,建筑师也好,怎么让他们过来是故事的起点

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