一大早就有乐子看,ApeCoin DAO 存在的问题我一个局外人都看得清清楚楚,结果 2025 年都过了一半了才想起来整改。
很早之前就看过一个报道,说有一个人编造了一个提案,从 ApeCoin DAO 骗出来了不少钱,自己买了辆跑车,提案写的事儿一件都没干,然后把剩下的钱退回去了。
很荒谬,但就真实的发生了,而且我还听说甚至有人在有组织地从 DAO 里面骗钱。
BAYC 发展的历程挺让人唏嘘的,一开始展现出了成为新时代潮牌的势头和 vibe,但是后面被磨灭了,很难说是不是和这个 DAO 有关系。
至少在我看来,在势头正盛的时候,他们反而在不断 push 自己的社区做各种周边产品,也许是团队躺平了,也许是被当时的「去中心化社区驱动」「元宇宙」等叙事所毒害。
专业的事情还是得交给专业的人来推动,在我看来现在算得上成功,或者起码在正常运转的 DAO,也都是由具备专业能力的人参与决策的。
他们未来继续做游戏这个事情,也不好说到底是不是正确的,因为做游戏和做 IP 都属于下赌注,赌中了就起飞,赌错了就泯然众人。
但是相同点是难度都很大,尤其是面对 Web3 人群去做消费类的项目。
经济学中有个说法是「人对于未来收入的预期会影响消费力」,也就是说觉得未来收入稳定、会有提升,就会在现在开始买买买。
放到消费场景是这样的,但是放到 Web3 场景下,对于未来收入的预期就来自于自己购买的这个 NFT/币,消费动机变成了投资动机,自然就会非常拧巴,非常难做。
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