Haotian: A hard-core science blogger who has written hundreds of Web3 investment research articles and has 30,000 fans.

NO.1Please introduce yourself

Hello everyone, I am Haotian. I am a hard-core science writer and independent researcher of Web3. I have previously worked for two leading companies in the industry, PeckShield and AmberGroup. I currently run my personal X brand Haotian | CryptoInsight full-time, which is positioned to interpret the blockchain from a technical and commercial perspective. Cutting-edge technology is committed to disseminating easy-to-understand Web3 underlying technical knowledge and industry development business observations.

Since joining Web3 in 2017, I have been engaged in security, data and other technical analysis, market investment research, etc. The X account I currently operate has gained nearly 100,000 yuan by continuously outputting useful content for one year. 30,000 fans support.

#After completing five years of technical learning and accumulation, I began to interpret the industry’s cutting-edge technologies and hot projects on X, involving security, data , zero-knowledge proof (ZK), AI, DePIN and many other cutting-edge fields, among which the proportion of long articles reaches 80%, striving to deliver value in every article output.

I hope to be able to build a hard-core science popularization IP in Web3 down-to-earth, get rid of the "engineer thinking" that surrounds the entire industry, make the technology no longer too abstract, allow high-quality project parties to be discovered, and allow more Many people understand Web3 in an easy-to-understand way and establish correct investment knowledge.

NO.2What was your opportunity to join the circle?

Before joining the industry, I created a self-media IP in the field of technology Internet, which was considered one of the earliest technology self-media IPs. What I write is mainly about the competition between mobile Internet corporate brands and their product strategies, such as mobile phone, e-commerce, short video and other business wars. About two years later, the self-media industry has ushered in an explosive period. Compared with traditional media, self-media has a freer voice and cutting-edge opinions. It will play a key role in the brand building of Internet companies and the establishment of users’ minds. With this wave of self-media dividends, I was also fortunate enough to achieve my first primitive accumulation.

I later joined Web3 for two reasons. The first was because I found that the self-media industry was becoming more and more popular. Workers from traditional news media such as newspapers and TV stations also began to pour into the self-media industry. , increased competitive pressure, the industry has undergone accelerated reshuffle, and only a handful of leading media can survive. Second, the technology industry has entered an era of high involution, filled with a large number of public relations wars and concocted content on public opinion topics. Self-media has gradually become a weapon for some brands to suppress their opponents. Although it is indeed a very profitable "business" at the moment, it does not have much sustainable significance from a long-term perspective, so I began to look for a new direction.

Then at the end of 2017, the craziness of the currency circle attracted me to start an in-depth study of the development process of blockchain technology, as well as the reasons why blockchain exists, and to understand the idea of ​​decentralization and the chain of blockchain. structure and the concept of public chain. This decentralized collaboration process of packaging transactions onto the chain struck me as very novel. I became very interested in it, and decided to transform from traditional technology Internet self-media to the blockchain industry to become a blockchain self-media. .

Core content: I created a technology self-media IP focusing on mobile phone brand competition and product strategy. But as competition in the self-media industry intensified, I began to feel the need to look for new opportunities. At the end of 2017, I was attracted by the craziness of the currency circle and began to conduct in-depth research on the development history of blockchain technology and the reasons behind it. I became interested in the idea of ​​decentralization, the chain structure of blockchain and the concept of public chain, especially the decentralized collaboration process of transaction packaging and chaining. Therefore, I decided to switch from the traditional technology Internet industry to the emerging blockchain industry.

NO.3Can you tell me in detail about the project you are working on

What I am currently building is a blockchain media IP, positioned as a technology Interpreting the cutting-edge blockchain technology from a business perspective, I will analyze the structure of a project from a technical perspective, while also gaining insight into the project's industry status and strategic development potential from a business perspective.

The reason for this positioning is that during my five years in the industry, I found that the media is full of abstract content. Many media popular science articles directly translate technical documents from overseas websites, but for people who lack technical understanding, it is difficult to effectively read and understand the content of these articles.

Everyone reading these articles is either watching the excitement or has only a partial understanding. I think the reason this happens is because the entire industry is driven by an engineering mindset. Programmers adopt more of an engineer's way of thinking when writing documents. It is difficult for them to think from a non-engineer perspective and how to express these concepts clearly so that other ordinary people can understand them.

What I do is to try to express the abstract technological frontiers and blockchain technology, as well as the technical principles of some top blockchain products and protocols, in easy-to-understand language, so that more people can understand it. More people can understand the basic principles behind blockchain. This is the direction I am currently working on. I think this is not a simple thing and requires strong technical understanding and learning ability. And I think this should be something that the entire Web3 media industry should strive to do.

Core content: I created a blockchain technology self-media IP because I found that many technical articles are too abstract and difficult for ordinary readers to understand. I am committed to explaining blockchain technology in plain language so that more people can understand the basic principles of this field.

NO.4What is yourmost unforgettable experience in Web3

My most unforgettable experience is, When I first started writing popular science articles, I found that the threshold for the blockchain industry was extremely high. Without an in-depth understanding of the underlying blockchain, the articles I wrote would be very superficial and lack communication value. So I did not work directly in the media. Instead, I joined a blockchain security company and studied blockchain knowledge systematically under high-intensity pressure. During the three years of study, I overcame various difficulties, improved my technical understanding, and supplemented my knowledge blind spots in all aspects of blockchain.

To be honest, the three years of study can be said to be the darkest moment of my life. The blockchain industry tests people’s learning ability and willpower, as well as various wealth stories such as currency speculation and contracts. The temptation is always noisy, and it is difficult for ordinary people to withstand these tests. I had some success in self-media on the Internet, but when I first came to the blockchain industry, it was difficult to develop my strengths. I once suspected that I had chosen the wrong direction. The constant frustration made me confused, and I often wanted to give up. I even thought about resigning and returning to the Internet industry. But I remembered that my original intention of coming to the blockchain industry had not yet been realized, and I could not back down because of a little difficulty, so I chose to stay and decided to continue to work hard to the end.

#Until a year ago, I slowly found the feeling, so I tried to output hard-core science content on Twitter. This process was also extremely difficult. No one paid attention to the content I wrote at the beginning. Later, I bit the bullet and followed the attitude of output as learning. I began to follow up and comment on every hot technology change and popular project, and slowly formed my own The characteristics of the book have gradually attracted a large number of loyal readers. Fans often joke about how you can output long-form content every day. I don’t know why. I just firmly believe that whenever there are some hot technical issues that confuse the public, I always have the urge to be the first. Time jumps out to explain clearly to everyone. I often have to stay up late to research and output content.

Core content: My unforgettable experience was when I started writing popular science articles, I found that the threshold in the blockchain field was very high. In order to improve my understanding and writing skills, I joined a security company to study. During the three-year study process, I spent a lot of time improving my technical understanding and deepening my systematic understanding of the blockchain industry. It is difficult to truly master some blockchain popular science articles. It is difficult to find a balance between letting novices understand it and making technical experts feel that I am not misleading people.

NO.5How do you observe the track and investment projects?

Occasionally, someone will joke under the tweet, knowing so much, can you make money? At first I was speechless. Now we are gradually exploring a methodology from project technical and commercial analysis to investment. I think it is logical to move from observing the development of the track to investing in high-quality projects.

Take Layer 2, which everyone is paying attention to, as an example. Currently, Layer 2 has been the focus of mainstream industry narratives for many years, but its overall development has not exceeded expectations. Technologies from Optimistic Rollup to ZK Rollup have been developed for many years, but progress has been slow. You can also think of the current Layer2 as a new Layer1, because its architectural components are no different from Layer1. The only difference is that data needs to be synchronized with the main network when completing transactions. But other than that, Layer 2 is similar to Layer 1 in terms of user volume, developer needs, ecological needs, data growth needs, etc. It is conceivable that it is difficult to be a good Layer 1. For example, just like several chains that wanted to ban Ethereum in the last round, Layer 2 also needs to go through this process. Therefore, investment in Layer 2 projects cannot be based purely on technical factors, but on its comprehensive performance in operations, ecology, and market.

Secondly, I will think about since the overall trend of Layer 2 will be very slow development, what kind of Layer 2 projects can attract attention? I believe that modular concept projects reap dividends from the overall slow development of Layer 2, because the modular combination method is more lightweight, easier to integrate resources, has more space for narrative imagination, and is not easy to be implemented by heavy ecological applications, etc. Difficulties hinder it, so it will be popular in the short term. The greatest manifestation of modularity is not to achieve a token, but to try to change the paradigm of a traditional single comprehensive chain, reduce the cost of the entire chain market, and change the market structure.

Core content: I think there is a certain logic in observing the track and investing in the project. Although Layer2 technology is the core trend of current attention, its implementation has been slower than expected, thus giving some modular projects more opportunities, because modular Layer2 projects have the characteristics of changing the traditional chain paradigm, reducing costs, and changing the market structure. Much attention.

NO.6Which track or project are you optimistic about?

I believe that AI DePIN will become the main riser of the next bull market. Although the concept of DePIN has always existed, it has always been controversial. The focus of the controversy is that the functions of the traditional storage track seem to be very useful, but they have never been recognized by the mainstream. It always feels like a pseudo demand created for the sake of creating a concept. But it is different after adding AI, because AI requires large model training, especially for many small and medium-sized enterprises, the cost of deploying the model on Amazon or Alibaba Cloud is too high. Therefore, they prefer to use distributed cloud computing power to complete such needs and solve the problem at the lowest cost. Therefore, AI has brought new vitality to the entire DePIN industry, making it no longer look stale and giving it a broader space for imagination. Therefore, you can follow this idea and find many projects around large model training and distributed cloud computing power. These projects have great development potential.

Core content: I think the combination of AI and DePIN will become the main trend of the next bull market. AI injects new vitality into the DePIN industry, giving it a new lease of life and a broader space for development. Therefore, projects around large model training and distributed cloud computing power have huge potential.

NO.7What would you like to share?

If we choose to join Web3, we must clarify our purpose and suitable work, find our areas of expertise, and determine our own path. For example, if you choose to play contracts, you have to think clearly about your ability to make money off-site. How long can you last at this gambling table? Most people make a floating profit and then lose all their principal. This is mainly because They chose short-term speculation instead of long-term learning and accumulation. My path is to use learning and research capabilities to build personal IP and accumulate resources and connections. Then share your understanding of the project and investment experience, and make investments based on your own understanding in the secondary market. Therefore, I prefer value investing and choose a path less traveled. The cycle may be slower, but it is relatively stable and at least allows me to sleep well.

Core content: When choosing to join Web3, you must clarify your goals and suitable work areas, and determine your own path. I chose to build personal IP, accumulate resources and connections, and make value investments.

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