2025年，当新趋势和叙述在这里和那里出现

在2025年，当新趋势和叙述在这里和那里出现时，不要失去专注力可能真的具有挑战性

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的不断发展的景观中，在新兴趋势中关注核心方面可能是一个挑战。随着新的叙述和技术的发展，必须了解大局。

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.

尽管更广泛的加密市场正在显示恢复的迹象，但Web3采用的真实度量在于一般人群的参与。在2024年初，我们观察到以任何情况下与加密货币接触的美国家庭中最小的一部分。但是，联合银行和信托基金的最新数据表明，这一数字已上升到10％，这是一个重要的里程碑。

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，我们目睹了监管景观的转变，尤其是在美国，诸如Circle（USDC）之类的机构公开和USDT介绍其SDK以寻求付款解决方案。这标志着主流金融体系中加密货币的越来越多的接受和整合。

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.

为了深入了解这些趋势和Web3的整体轨迹，U.Today很高兴采访Stepan Sergeev，Stepan Sergeev是一位经验丰富的全球企业家和Angel Investor，具有移动应用程序开发，咨询和VC投资方面的经验。

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，谢谢您的到来！请自我介绍，并告诉我们一些有关您的背景的信息。

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。我在移动应用程序开发和咨询上度过了职业生涯的前十年，在那里我实施了各种增长黑客黑客策略，为多家公司提供了5-100亿美元的安装。之后，我建立了一个由行业专业人士组成的网络，并对VC投资感兴趣，以帮助团队在早期阶段加速他们的创业增长。

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

U.Today：您在Gamefi，应用程序建设，咨询和建议方面令人印象深刻的投资组合，您今天的核心重点是什么？

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，我的重点是种子和播种的Web3初创公司。这种兴趣的原因有几个。首先，我对这个领域充满热情，这就像一个沙盒，有机会进行启动组合。其次，我们进行了法规更改，使创业公司能够扩展，尤其是通过移动应用程序。

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：让我们从一般的应用构建开始。现在的主要趋势是什么？另外，请立即指示您的三个最热的垂直行业。

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：移动应用的黄金时代已经过去。现在，景观已成为一个竞争性的操作系统，每花费0.01美元用于吸引交通问题。成长黑客的机会已变得稀缺。我从此过渡了，因为Web3启用了与移动应用程序的完整集成。

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

U.TODAY：如果您在2025年看过一个应用程序，那是什么？

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：在这种情况下，我密切关注Gamefi。对于Web3游戏，当前情况提供了新鲜空气的呼吸，并有机会通过移动应用程序销售高质量的游戏。

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：让我们转到Gamefi。您如何看待该细分市场的当前状态？球员会回来吗？

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：我不会说球员已经消失了。相反，投机者有。在Axie Infinity的黄金时代之后，我们进入了一个专注于发现独特概念的阶段，这些概念可以吸引玩家吸引人的游戏玩法，从而摆脱“投资和运行”方法。我们目睹了资金回合的巨大增长，以及像Gunz这样的Web2.5项目的显着例子。

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

U.Today：在未来10年中，GameFI会取代智能手机的传统游戏吗？什么是催化剂和障碍？

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会演变成一个成功的利基市场，但这不会是直接的竞争对手。它更类似于在线有条件的夏娃，具有真正的链上经济。传统标题已经将区块链元素集成到其游戏引擎中。在这种情况下，这种集成为用户提供了对其物品的掌握水平，将其转换为“正式”注册资产。

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：让我们整体上谈谈Web3。您如何看待：我们是否将登机规范纳入加密货币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：在检查简单的加密采用指数时，前景似乎很有希望，并有机会很快超过总人口的10％。稳定的采用对我来说一直是至关重要的，它是Web3访问常规零售用户的重要链接。最近，我们目睹了Circle（USDC）的成功IPO，并引入了USDT的SDK进行付款解决方案。所有这些都是由法规的改善所驱动的。没有他们，我们仍然会面临重大障碍。

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

U.Today：从今天的角度来看，Web3的哪些用例最具启发性？

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：对我来说，目标一直是消除中介。对于那些经常旅行或生活的人尤其重要