老实说,@KyleSamani 和 @lzminsky 在这里都是对的,但我想进一步补充理由:在一个后代理的世界里,感受是人类用户体验中仅剩的东西。 就像云厨房/机器人将运营世界上的 Chipotle 一样,代理将提供资金。自动化、高效、无灵魂。 但米其林体验是不可替代的。从你走进门的那一刻到你走出的那一刻,每一个细节都经过精心策划,以最大程度地享受,与重要的人一起。 我们有无尽的数据证明零售在交易中绝对糟糕,但我们仍然这样做。 “赢或输,每个人都能从市场中得到他们想要的。” - Ed Seykota 未来的米其林零售交易体验是超高赌博化、娱乐化和有趣的。这是一个充满投机市场和游戏的丰盛世界。和朋友们一起。 产品将整齐地分为娱乐与纯实用的类别。 许多产品在中间曲线中将被抛在后面,困惑地想知道发生了什么。 感受一些东西。 Aura
🟨🟨 Lauris
🟨🟨 Lauris2025年7月29日
tbh @KyleSamani is right here, but I want to push the thesis further: we’re about to hit peak UI/UX. From here, every non‑agentic digital interaction gets gamified and hypergamblified including retail trading. The failure mode of past web3 “games” was endogeneity: play‑to‑earn loops entertaining themselves. Self‑referential tokens, circular sinks/sources, no exogenous orderflow, no real price discovery. The winning pattern is finance → content, not content → finance. Keep risk explicit, measurable, and streamable. Entertainment wraps the trade, there really isnt any need to obscure it. Even non‑crypto creators are noticing. We’re about to close a deal with a very well‑known esports creator (no names right now) with an enormous audience because they see what’s happening: gamified spot‑market interactions are a massive monetization unlock vs. simple promo/publishing deals. iGaming giants see the same thing from the other side. They want rails to bring trading‑like instruments into entertainment: onchain assets smooth EV, create fresher games, and reduce working‑capital drag, because you can just mint magic internet money. I’ve proven it’s an amazing consolation + retention mechanic over the past 16 months with my own products. Think embedded gamification for retail trading, the way embedded finance transformed consumer fintech a decade ago. It’s already starting onchain. So the convergence is inevitable: trading × entertainment × gambling collapses into one onchain surface. Risk becomes content; liquidity becomes distribution. The synthesis is lining up for a Cambrian explosion. There are multiple pieces to build in this stack, including incredibly large SAM stand‑alone products, but a few enormous winners will emerge. Cracked zoomer devs will be vibe coding games on @RemixGG_ hooking it up to systems that provide the mech design, settlement, bankroll, liquidity routing and verifiability for trade execution + settlement. Someone needs to build the rails for that. Gmultiply.
1.46K