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Tencent's Web3 dream, less than a year "burst"?

via:新浪科技     time:2022/7/22 14:01:23     readed:96

Author/Zhao Weipeng

Editor/Zheng Xuan

Digital collection in the domestic fire less than half a year, ushered in the first shuffle.

According to Jiemian, Tencent is planning to eliminate the "phantom core" business this week. Tencent Phantom Core is Tencent's digital collection platform, which was launched in August 2021, less than a year ago. Unreal Core is an innovative business of Tencent PCG.

According to The China Times, Unreal Nuclear told reporters: we have not received relevant notice, the current operation as usual. At present, we are preparing a new version of App and upgrading the experience of old collections. The sale of new collections will be delayed. However, the phantom nucleus did not deny whether the phantom nucleus will be removed, did not tell reporters that the news is "rumors."

Even if Tencent does cut the "phantom core" business, it does not mean that Tencent has completely given up blockchain. Industry speculation, at least "magic core" relying on the letter chain will still operate normally. Based on Tencent Cloud, Zhixinlian is a blockchain platform jointly built by Tencent, China Net Security and Fengtiaolishun. At present, it has provided blockchain services for Xinhua News Agency, People's Cultural Innovation, Beijing Municipal Bureau of Cultural Heritage and China Media Group.

  Things don't sell,Bubble burst

The NFT craze in China originated in June 2021, when Alipay jointly released two NFT skins with dunhuang Fine Arts Research Institute, and the price was once inflated to more than 1 million yuan.

Two months later, Tencent launched the "Magic Core" App, its NFT distribution platform, and later changed its name to "Digital Collection" for compliance reasons.

Phantom Nucleus soon became one of the largest digital collection platforms in China. Since Xinhua News Agency released its first digital collection at the end of December and NFT was officially recognized, the popularity of digital collections has increased since the Spring Festival. There were no more than 100 digital collection platforms in China in February, according to one statistic. As of July, the number of online digital collection platforms in China has reached 681.

幻核APP界面Phantom core App interface

Since April and May, however, market sentiment has shifted from a very euphoric state to pessimism. "You can tell from the conversation that no one is buying because there is no profit at the moment." "While the number of new users is declining and the number of platforms is increasing, we are already seeing a clear trend that many platforms are not selling, even the big companies are not selling," Huang Kai, director of Shuzang Ship, told Geek Park.

According to Jiemian, the first batch of "Thirteen Invitation vinyl NFT", which was limited to 300 copies, sold out in one second when Unreal Core launched, but the digital collection of Unreal Core has been slow to sell in the past month. Phantom core issued on June 21 "Hongyi master calligraphy maxim screen digital best" unsalable total of 20245 pieces, on June 17 issued on the wood watermark "ten Bamboo Zhai Painting" series of 8206 pieces unsalable.

Previously, the magic Core maintained a new frequency of digital collections once a week, or even two or three times a week, but in the past two weeks, the magic Core App has not released new digital collections.

In February and March, phantom Core sales were so good that they sold out almost immediately after launch. Many buyers feel that even unknown small platform products can earn a lot, so the magic of the core under the big factory should be able to earn more. If the future magic core can open the secondary circulation market, then the purchase of magic core products will increase in value.

However, the greater the illusion of the big factory, the higher the risk. "The amount of money that digital collections can make is nothing for Tencent. As the regulatory policy is not clear, Tencent does not need to take risks to open a secondary market." Says Lucy, who started building a digital collection solutions platform last year.

With the arrival of the bear market in the overseas NFT market, it has also affected the domestic market. "People think there is a risk of bubble bursting, but the Phantom Core is very determined not to open a circulation platform. Phantom core products have become the first to sell." "She analyzed.

For Tencent, when the digital collection can not sell, and can not take the risk of the policy to open the secondary market to boost the market, the new business "cornered", the quick money business, also basically to come to an end.

  The "IQ tax" formula has failed,The second half begins

Why are digital collections so popular? A Ze, the managing director of a digital collection platform, observed that 80 percent of the early buyers of digital collections came from scalpers who speculated on shoe rings, Moutai rings and ticket rings. "These people realize that this is profitable, and they have a large user base in their hands." These users are mainly born after 1995, with an overwhelming male majority, "belonging to the unsophisticated category".

Soon, this attracted the attention of black production, a member of the network security team told us that because of the value of the digital collection was initially hyped up, they monitored that around March this year, the number of black production intelligence also began to explode.

The black industry will monitor the situation of major activities on the NFT sales platform in real time, sort them into tables, share them in the group and update them every day. Then write a program to buy, and then resell, the whole process of profiteering and illegal. The boost of black production, further let the hype in this field more crazy.

Many digital collections have little value in themselves and are aesthetically uncompetitive. "The current digital collection is so unhealthy that few people care about whether it has artistic value in itself, whether they really like it or have collectable value. All I care about is making money."

In an Internet factory to do digital collection of an internal staff Sun Quan, the factory to do digital collection is also equivalent to "cut leek", "look at others have done, they are also thinking about how to earn a sum. I didn t think through the meaning of it.

Sun Quan found that some institutions will go to the digital collection platform, or the platform will find them, discuss with each other how to design the gameplay, and reveal how to hype in advance.

Zhou Yu beat Huang Gai. Each wanted to be beaten by the other. Investors are taking a chance, thinking they can make a profit by changing hands. A not exclusive Xu Beihong digital ink horse collection can be sold to the unit price of 128 yuan, and sold seconds empty. "What you're buying is a picture. There are very few copyrighted products. It doesn't make sense."

"An industry that runs on unhealthy hype is certainly not sustainable." Huang kai thinks, "People in the industry also hope or call for the state to preserve the transfer of digital products as much as possible, while avoiding its financialization, avoiding its hype. This depends on the policy of the country. I am afraid that this market is now damaged by some small platforms, the country came out with a one-size-fits-all policy, directly blocked circulation. That would be devastating to the industry."

From the voice of official media, government agencies hope to promote traditional culture through digital collections, explore the value of digital cultural creation, and return to the value of blockchain itself to confirm rights. The elimination of magic nucleus is actually a summary of the past six months of digital collections. After this reshuffle, the industry may return to the discussion of the artistic value and connotation of digital collections, "or to think about what digital collections can bring to us." (

(Lucy, A-Ze and Sun Quan are pseudonyms)

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