What is MetaVerse, depth interpretation
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If the time is flowing to 20 years ago, there may be no a few people can imagine that they don't have a wallet now, and the most people on the phone look short video.
I imagine what we may meet in the next 20 years?
MetaVERSE will be one.
What is MetaVerse: It is a virtual world parallel to the real world.
Facebook founder Zakberg explains MetaVerse, in MetaVerse, you will be able to complete almost anything you can imagine - gather together, work, study, and play with friends and family , Shopping, creation, etc., this is a completely different experience, you can experience it in person, not just look at it.
A year ago, Tencent's founding humanized chemical also throws a similar concept "full Internet". He said that with new technologies such as VR, new hardware and software are promoted in various scenarios, I believe that another big shuffle will begin soon. Just like moving the Internet transformation, people who can't get on the ship will gradually come out. "
MetaVerse may now be the most popular topic in the global capital market, no one is interested in Luo Yonghao, say A entrepreneurial project is the so-called MetaVerse.
Not long ago, Zuckerberg announced that it is necessary to rename Facebook to Meta, to fully enter MetaVerse. By this stimulus, the United States's British Weida has risen 50%, became the seventh listed company in the US stock market. In the country, Zhongqingbao, which is doing games, successfully doubled 6 days.
provoke the capital market nerve is two words: Future.
However, both professional researchers have expressed that the listed companies in the current related concepts within 5 -10 are difficult to make a substantial breakthrough to MetaverSe.
We need to clarify MetaVerse What? MetaVerse is likely to achieve? Where is the future?
01
Since ancient times, human beings want to open a world that is different from real-world, this world can get rid of reality, The disabled people are strong here. The poor people are rich here. The inferior people are confident here. The loneliness is warm ...
in ancient times, this world is recorded In the Western "Bible", Dan Dan's "Divine Comed", Bach's Religious Music, Oriental "Easy", "River Luo", or even "Journey to the West", etc..
but at the time The spiritual world and the real world have unable to span a gap.
With the level of scientific and technological levels, values, humanistic ideas, technical tools, and economic models, this gap is being filled with a little bit. < / P>
In 1992, Neil Stephenson has a noun in the world in his novel "avalanche".
in the novel, appearing Mobile computing, virtual reality, digital currency, smartphone and enhancement. Many engineers, entrepreneurs, futurists and pole will deepen "avalanche" as a great prophecy on today's science and technology fields.
< P> Under the pen of Stephenson, Metaverse's original intention is to help people have shortly escaping unbearable reality. Many people ignored that in the novel, the Metaverse evolved is ironic, there is an addictive, full of violence Place.
In 1999, the "hacker empire" trilogy across the world rose the "MetaverSe" to another. In the air of people who are amazed at the work of the work, pass the virtual The world's uneasiness and fear. The protagonist NEO found that he is not himself, he is just a string of programs living in the THEMATRIX digital matrix. His real body, but the world control of the machine "One battery" of biotechnology is provided.
2018, "No. 1 Player" shows the virtual game universe "oasis", and many people think this is the future of "Metaverse".
In the plot, the protagonist Wade in the shabby carriage of the slum (anywhere), wear the VR equipment (immersion), becomes another own Pasfar (identity) in the virtual world oasis. I met a lot of people (friends, social relationships). When it is 揍, Wade will immediately feel pain (true, low delay) in real flesh. In the oasis, people can go to any places you want to go (freedom), earn money (economic system) through labor and competition, which gradually creates a unique value concept and cultural characteristics of people living in Oasis ( civilization). "
In the number one player, Metaverse became part of the real world, connecting the bridge of the virtual world and the real world seems to be more and more clearly depicted.
02 </ p >
Zakberg said: "Our most difficult technical challenge this time may be in the framework of a supercomputer to ordinary glasses. But this is the key to link our Physics World and Digital World. "
Currently, although it has not been able to do Zak hope, in fact, hardware devices entering the virtual world have been quite a point.
Touch feedback gloves
HAPTX, headquartered in California, has introduced a high-end tactile feedback glove with "real touch" technology. In the virtual world, you can real feedback touch feel. The company said that each glove There are 133 haptic feedback points, which fully covers palms and fingertips. Its patented technology can make your skin like a real object.
VR treadmill
in the country VR experience stores in area, its equipment core has a VR treadmill. You can do the direction in the reality, the active react to the virtual game.
Touch clothes
Korean VR hardware vendor Bhaptics launched the touch vest, which can already simulate the rear seat of the game, from the backpack to take the friction of things, and you can feel the orientation of the hit when it is attacked by the monster.
VR space capsule
This chair can rotate, undulate, have holographic projection screen, tactile feedback, which can protect players without the scare in VR while providing players The project is injured. In space, roller coaster, racing, etc. The immersion is particularly highlighted.
Of course, the above-mentioned hardware equipment, there is more "wow" in industrial / enterprise hardware. Products, such as Leica's photogrammetry camera, with up to 360,000 "laser scanning set points per second" to capture the entire mall, buildings and family clearer and details.
03
Hardware device is just the first step in MetaVerSe, and the breakthrough on software / content is still difficult.
Perhaps many friends have an impression, in 2016, a wave of VR glasses, At that time, the VR glasses of the big small brand came out like a spring bamboo shoot. But people's curiosity is quickly defective, the content lack of product grinding.
This once is hailed as "VR First Year" In the period, it presents.
For such five years, the content of VR that truly forms an influence in China is almost no. It is willing to spend a heavy gold in China, and there is still less than 2020. At the end of March, "Half-life: Elix" is available, and suddenly praises in VR.
"is really scared! "From a game evaluation, you can interact with all the things you see, the way the item is searching the item is not button, relying on the real move search; encounter door panel obstacles, you need to do it; the radio, flower pot, Chairs and other items can be interacted. Even the sound effects of the score from the side assistance, footsteps, clothes friction, really in the world.
, but, but! </ P >
This kind of epoch-making masterpiece still has no more extensive spread and recognition, the most important three points:
1, 3D can't be opened.
though The game has made a lot of optimization, but realistic scenes, still makes players easily have dizzy sense. Since 3D dizziness is easy to produce, and the cause is complicated, it is the most important block stone in the current VR industry.
< P> 2, how to walk problems.
In the VR game, the movement is always a big problem. Although there is a VR treadmill, it is too high for players, and the game manufacturer has not regarded it. For the solution. In "half-hit: Elices", the virtual rocker, the passage transfer, and transient transmission of three models, but only bypass, did not really solve it.
3 The cost is too high.
To play this well-made game, you need to use a higher-end device. In China, higher-end VR devices, such as HTC's Vive Cosmos series, a set of bases requires about 6000 Yuan. Especially in the case of the current quality game content, this equipment cost is not high for most players.
As of now, "Half-Hand: Elices" is released More than 1 year, I have never seen the game that is comparable to it. In addition, VR games are mostly in exclusive platforms, and they have not landed in the domestic market. It can be said that the domestic VR game market is still not opened.
04
The above mentioned in the "avalanche" "Avalante" "Haer Empire" "No." "No. 5", "is not just a game, it is more related to life, in entertainment There are social and work, need a financial system that can link virtual worlds and real worlds.
But this is more difficult than one 3A game.
2003 launched in the United States Online game "SecondLife" (second life). This is not a general game, players pay more attention to creation, everyone can create houses, pets, cars, clothes, games, procedures, etc. All players create items The right, can be sold, transfer or rent out to earn Lin Dynasty currency (game currency). Lin Meng dollar and US dollar can be easily exchanged with a mechanism similar to the exchange rate.
< P> It has been born out of the real estate industry, such as shopping malls, advertisers, real estate developers or even banks. In the peak period of "SecondLife", Toyota, General, Adidas, United Lili and other well-known enterprises expand commercial territories in the game, the total output value of the game has exceeded the wealth of several third world countries, and it even creates millions of people in the real world.
However, the decline of "SecondLife" is also very rapid. Since 2007, it began to block the online gambling. Sorry the fragile virtual economy. After that, "SecondLife" quickly declined.
Nowadays, the "SecondLife" that has already surged in the virtual street has already been unattended, but it has left the discussion of moral borders, policy rules, economic systems, etc. in virtual society, and also showcase. The ultra-high difficulty of building virtual society.
05
From the foregoing discussed, MetaVERSE is a need to build from hardware to software to social rules, far from a company, a game that can be completed.
but unfortunately, the so-called concept stocks currently in the A-share market are more only in the game and some hardware investments, and the suspects of hotspots are relatively large.
Taking the Metaverse concept of MetaVerse in the market as an example, it proposed a game "Brewing Master" that is building a MetaverSe concept in early September. Since then, the share price has skyrocketed over three times.
According to Zhongqingbao, "Brewe Master" is a development of business games that operate the winery as the core. The player "personally" brewing wine can be given offline. At the same time, through cooperation with liquor brand, the brand created in the game, there is also a chance to get NFT certification, players can get gains through the circle internal auction. This game has worked with Jinsha ancient wine. According to the calculation, the preliminary research and development of "Sprint Master" game is 500 to 15 million yuan.
According to the description of China Qingbao, the investment amount and the exposure of the game screenshot, "brewing master" is more likely to be a conventional business-raising game, and does not have free creation in MetaVerse mentioned in the previous article. , True touch, VR visual and so on.
In addition, many listed companies have published relevant statements.
In the seller's research, the brokerage business has a research report of many MetaVerse.
Among them, CITIC Securities released a 163-page MetaVERSE depth report entitled "MetaverSe's future conjecture and investment opportunities". According to the report, there is still a long development path from the ultimate MetaVerse, but MetaVersE is the future digital survival, which will have a profound impact on society.
The report is particularly mentioned that the current time point is difficult to give the short-term benefit investment target of MetaverSe. But a medium and long term, we look at the investment opportunities in the relevant fields.
06
reflection.
The real metaverse may be another world, a space that can create unlimited possibilities. Metaverse is far more than games, games and social intersections are just knocking on the Metaverse door.
Such a large plan and goal is not a company to achieve, and it is not possible to reach a chartering.
Today, the MetaVerse trend is gratifying, let us spy to the future corner, there is a truly capital gap to work hard.
But terrible is impetuous, cars, playing, doing marketing, is not a good thing for Metaverse. Just like the sudden VR glasses in 2016, I have to go quickly, leaving the capital and the consumers of the capital and the nose of the nose.
CITIC Securities in the Executive Report: "Metaverse is the next generation of the next generation in the next 20 years, is a digital survival in the future of human beings."
As early as February 2020, Tencent participated Roblox 150 million US G round financing, and exclusively act in the release of Roblox's products in China. The latter is known as the current closest to MetaVerse, and the average daily active user (DAU) in the third quarter of Roblox is 47.3 million, an increase of 31% year-on-year.
byte beating is also completed in the near future, the acquisition of domestic consumer-grade VR brand Pico, the acquisition amount reached 9 billion yuan.
Taobao this year's Double 11 held a "Tmall Double 11 First Metaverse Art Exhibition", the virtual spokesperson Ayayi has been sought after by many young users.
ai, virtual human, NFT, photoelectric / sensor, content creation engine, etc. are all advanced with the speed of the day and the day, they are building "new infrastructure" in the MetaverSe era.
Future, we look forward to it. </ b> </ </ </ b>
Saibi tour, a chain, based on Chinese mythology novel The work is about to be listed, which is a classic case in the domestic MetaVerse works, which is worth looking forward to. The relevant pre-creation and market activities are in progress. Join the community to learn more! (In August this year, Axie Infinity created more than 334 million US dollars, surpassing traditional game "King's glory" in July this year's $ 231 million in income, the district block chain industry is boiling, and this " The small "field recovered back to the public vision) chain tour has exceeded people's imagination. >>> (more related content from the network)
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