2025年，當新趨勢和敘述在這里和那裡出現

在2025年，當新趨勢和敘述在這里和那裡出現時，不要失去專注力可能真的具有挑戰性

In the ever-evolving landscape of Web3, staying focused on the core aspects amidst emerging trends can be a challenge. As new narratives and technologies unfold, it's essential to keep sight of the big picture.

在Web3的不斷發展的景觀中，在新興趨勢中關注核心方面可能是一個挑戰。隨著新的敘述和技術的發展，必須了解大局。

While the broader crypto market is showing signs of recovery, the true measure of Web3 adoption lies in the engagement of the general population. At the beginning of 2024, we observed a minimal percentage of U.S. households engaging with crypto in any capacity. However, recent data from Union Bank & Trust suggests that this figure has risen to 10%, which is a significant milestone.

儘管更廣泛的加密市場正在顯示恢復的跡象，但Web3採用的真實度量在於一般人群的參與。在2024年初，我們觀察到以任何情況下與加密貨幣接觸的美國家庭中最小的一部分。但是，聯合銀行和信託基金的最新數據表明，這一數字已上升到10％，這是一個重要的里程碑。

Moreover, we're witnessing a shift in the regulatory landscape, especially in the U.S., with institutions like Circle (USDC) going public and USDT introducing its SDK for a payment solution. This signals a growing acceptance and integration of cryptocurrencies within the mainstream financial system.

此外，我們目睹了監管景觀的轉變，尤其是在美國，諸如Circle（USDC）之類的機構公開和USDT介紹其SDK以尋求付款解決方案。這標誌著主流金融體系中加密貨幣的越來越多的接受和整合。

To gain deeper insights into these trends and the overall trajectory of Web3, U.Today had the pleasure of interviewing Stepan Sergeev, a seasoned global entrepreneur and angel investor with experience in mobile apps development, consulting, and VC investing.

為了深入了解這些趨勢和Web3的整體軌跡，U.Today很高興採訪Stepan Sergeev，Stepan Sergeev是一位經驗豐富的全球企業家和Angel Investor，具有移動應用程序開發，諮詢和VC投資方面的經驗。

U.Today: Hello Stepan, thank you for coming! Please introduce yourself and tell us a little bit about your background.

U.Today：您好Stepan，謝謝您的到來！請自我介紹，並告訴我們一些有關您的背景的信息。

Stepan Sergeev: Hi, my name is Stepan. I spent the first 10 years of my career in mobile apps development and consulting, where I implemented various growth hacking strategies that led to 5-10M installs for several companies. After that, I built a network of industry professionals and became interested in VC investing to assist teams in accelerating their startup growth during the early stages.

Stepan Sergeev：嗨，我叫Stepan。我在移動應用程序開發和諮詢上度過了職業生涯的前十年，在那裡我實施了各種增長黑客黑客策略，為多家公司提供了5-100億美元的安裝。之後，我建立了一個由行業專業人士組成的網絡，並對VC投資感興趣，以幫助團隊在早期階段加速他們的創業增長。

U.Today: With your impressive portfolio in GameFi, app building, consulting and advising, what’s your core focus today?

U.Today：您在Gamefi，應用程序建設，諮詢和建議方面令人印象深刻的投資組合，您今天的核心重點是什麼？

Stepan Sergeev: Today, my focus is on seed and pre-seed Web3 startups. There are several reasons for this interest. First, I'm passionate about this field, which feels like a sandbox with opportunities for startup combinations. Second, we have regulatory changes that enable startups to scale, especially through mobile apps.

Stepan Sergeev：今天，我的重點是種子和播種的Web3初創公司。這種興趣的原因有幾個。首先，我對這個領域充滿熱情，這就像一個沙盒，有機會進行啟動組合。其次，我們進行了法規更改，使創業公司能夠擴展，尤其是通過移動應用程序。

U.Today: Let’s start with app building in general. What are the main trends right now? Also, please indicate the three hottest verticals for you right now.

U.Today：讓我們從一般的應用構建開始。現在的主要趨勢是什麼？另外，請立即指示您的三個最熱的垂直行業。

Stepan Sergeev: The golden era of mobile apps has passed. Now, the landscape has become a competitive operating system where every $0.01 spent on attracting traffic matters. Growth hacking opportunities have become scarce. I transitioned away from that, as Web3 enables full integration with mobile applications.

Stepan Sergeev：移動應用的黃金時代已經過去。現在，景觀已成為一個競爭性的操作系統，每花費0.01美元用於吸引交通問題。成長黑客的機會已變得稀缺。我從此過渡了，因為Web3啟用了與移動應用程序的完整集成。

U.Today: If there’s one app you’re bullish on in 2025, what is it?

U.TODAY：如果您在2025年看過一個應用程序，那是什麼？

Stepan Sergeev: In this context, I'm closely following GameFi. For Web3 games, the current situation offers a breath of fresh air and the chance to sell high-quality titles through mobile apps.

Stepan Sergeev：在這種情況下，我密切關注Gamefi。對於Web3遊戲，當前情況提供了新鮮空氣的呼吸，並有機會通過移動應用程序銷售高質量的遊戲。

U.Today: Let’s move to GameFi. What do you think about the current status of the segment? Will the players be back?

U.Today：讓我們轉到Gamefi。您如何看待該細分市場的當前狀態？球員會回來嗎？

Stepan Sergeev: I wouldn't say that players have disappeared; rather, speculators have. After the golden age of Axie Infinity, we entered a phase focused on discovering unique concepts that can attract players with engaging gameplay, moving away from the "invest-and-run" approach. We're witnessing tremendous growth in funding rounds and remarkable examples of Web2.5 projects like GunZ.

Stepan Sergeev：我不會說球員已經消失了。相反，投機者有。在Axie Infinity的黃金時代之後，我們進入了一個專注於發現獨特概念的階段，這些概念可以吸引玩家吸引人的遊戲玩法，從而擺脫“投資和運行”方法。我們目睹了資金回合的巨大增長，以及像Gunz這樣的Web2.5項目的顯著例子。

U.Today: In the coming 10 years, will GameFi replace traditional games for smartphones? What are the catalysts and obstacles?

U.Today：在未來10年中，GameFI會取代智能手機的傳統遊戲嗎？什麼是催化劑和障礙？

Stepan Sergeev: I believe that GameFi will evolve into a successful niche, but it won't be a direct competitor. It's more akin to a conditional EVE Online with a real on-chain economy. Traditional titles are already integrating blockchain elements into their game engines. In those cases, this integration offers users an enhanced level of mastery over their items, transforming them into "officially" registered assets.

Stepan Sergeev：我相信Gamefi會演變成一個成功的利基市場，但這不會是直接的競爭對手。它更類似於在線有條件的夏娃，具有真正的鏈上經濟。傳統標題已經將區塊鏈元素集成到其遊戲引擎中。在這種情況下，這種集成為用戶提供了對其物品的掌握水平，將其轉換為“正式”註冊資產。

U.Today: Let’s talk a little bit about Web3 as a whole. What do you think: did we accomplish something in terms of onboarding normies into crypto?

U.Today：讓我們整體上談談Web3。您如何看待：我們是否將登機規範納入加密貨幣方面完成了一些事情？

Stepan Sergeev: When examining simple crypto adoption indexes, the outlook appears promising, with a chance to surpass 10% of the total population soon. Stablecoin adoption has always been crucial for me, serving as a vital link for Web3 to reach regular retail users. Recently, we witnessed the successful IPO of Circle (USDC) and the introduction of USDT's SDK for a payment solution. All of this is driven by improvements in regulations; without them, we would still be facing significant hurdles.

Stepan Sergeev：在檢查簡單的加密採用指數時，前景似乎很有希望，並有機會很快超過總人口的10％。穩定的採用對我來說一直是至關重要的，它是Web3訪問常規零售用戶的重要鏈接。最近，我們目睹了Circle（USDC）的成功IPO，並引入了USDT的SDK進行付款解決方案。所有這些都是由法規的改善所驅動的。沒有他們，我們仍然會面臨重大障礙。

U.Today: What use cases for Web3 are the most inspiring for you, from today’s perspective?

U.Today：從今天的角度來看，Web3的哪些用例最具啟發性？

Stepan Sergeev: For me, the goal has always been to eliminate intermediaries. This is particularly vital for those who travel frequently or live

Stepan Sergeev：對我來說，目標一直是消除中介。對於那些經常旅行或生活的人尤其重要