在Steem的白皮书里提到一个规律,也叫梅特卡夫定律,Metcalfe's law,即一个互联网产品的价值与用户数量的平方成正比。这说明初期的时候,一个互联网产品的用户数量不多,该产品的价值可能被严重低估,或者说它的价值难以发挥出来规模效应。
为了验证这个规律,我以最出名的比特币(Bitcoin)来验证这条规律。从Blockchain.info网站上可以获取需要的数据。由于真实的比特币用户数量难以获取,我这里以Blockchain.info上的最近两年来的钱包数量来代替用户数量(由于Blockchain.info的用户数量巨大,有相当大的代表性),再以比特币最近两年来的价格来代表比特币的价值。
考虑到比特币的瞬时价格波动性比较大,比特币的价格采取了7天平均值。2015年10月1日的钱包数量为435万,比特币价格是235美元。到了2017年9月1日,这两个数据分别为1478万和3977美元。我以最近两年来的钱包数量和比特币价格绘制出图表,并对曲线进行拟合回归,得到以下结果:
表中的拟合我分别用了多项式和指数公式,从拟合结果来看,指数公式似乎低估了后期的价格影响,指数应该大于1.8339,多项式的拟合结果比较好,能比较好反映后期数据,出现比较理想的一元二次多项式。也就是说,无论是哪种拟合回归公式,Blockchain.info上比特币钱包数量和比特币的单价确实基本符合规律:比特币的价值与(钱包)用户数量的平方成正比!甚至比正比还要厉害!
必须要指出,比特币目前的使用价值还并未发挥出来就已经达到这样的结果了!也许,你可以用这个规律预测未来的比特币价值。苟富贵,勿相忘。
显然,我想说的不是比特币,而是Steemit社区。我一直认为,Steemit的用户数量一旦上来后,Steem的价格会跟着上升,不出意外,也应该符合价值与用户数量的平方成正比。当然,现在Steemit区区30多万注册用户根本还没有上正式跑道——样本数据太小,也就是说目前的用户数量和Steem的价格数据都还不适合做拟合回归分析。
也许我的这个简单分析,可以从一定程度上告诉你,Steemit这个基于区块链的首个博客社区,长期来看很可能是有前(钱)途的。前提是如果有越来越多的用户喜欢并使用它。我相信,Money talks, 未来会说明我的预测是否正确。
本文不构成任何投资建议!
https://steemit.com 首发。感谢阅读,欢迎Follow, Upvote, Reply, Resteem (repost) @tumutanzi 激励我创作更多更好的内容。
写得真好, 受教了,能否讲讲怎么拟合的,我比较喜欢数学公式。
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Excel自带常见的拟合功能。
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Origin软件就可以做
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Thank you for the lovely post, wishing you all the best.:) information is sure to come in handy, but more than that, it gives me great confidence to know your hard work is being the useful.
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目前微信有几千万公众号作者,如果steemit把公众号干掉,那会是不少人。
目前,steemit的体验还需要改进,就拿注册来说,改进一下就可以引入大量作者。
最近,很多国内注册大部分反映长时间未收到验证邮件(可能跟最近大陆注册的人太多有关吧)。我知道一个人换了四个邮箱,注册了一个月还没通过,不知道是不是他哪操作错了。
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我也不知道为什么国内注册这么难?我帮人注册很快就好了。
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因为谭博在国外,我帮两个人注册过,1个花了大概两周时间,另外一个3周还没有结果,后来跟Timcliff几次联系沟通后,才解决。原因未知。
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用国内邮箱注册的话基本就是把私钥送给党中央了
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其实不是,邮箱注册只不过是为了验证身份,如果是你自己亲自注册成功,之后,别人即使控制你的邮箱也无法知道你的私钥。
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我就注册了5遍,差不多3个星期才最终通过,据了解换outlook邮箱审核要快一点。
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公众号最大的问题是信息闭环
外链简直没法看
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Steemit 平台的前途的确十分亮丽,不过也要看 Steemit 成名前会否有相似的平台出现争竞。成名后吸引了众多的用户,即使有竞争者出现也不用怕,就像 Bitcoin 一样,其他电子货币的后起之秀不及它热门,因它是始祖!
所以大家一起努力推广 Steemit 吧~
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目前为止,如果Steemit不能成功,我估计其它的也难以成功。
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我觉得还是把这里当成一个交流的平台和社区,至于金钱上的回报,当成bonus算啦:)
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嗯,好心态,我是从整个平台的未来前景而简单思考了一下。
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谢谢。大家都看好它!这也是越看越多人在用它的原因 我有个朋友她等了7一天账号才被确认。她说原因是Steemit 现在太火了 她读到一篇文章说现在很多大学生都开始使用它。真是个利好!
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也许是的,目前大学开学,而大学生们是最容易接受新事物的群体,也是最能活跃起来的群体。
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不管玩什么,心态最重要。
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數據說明一切!謝謝 @tumutanzi 分析!相信用戶越多,認受性增加,最後貨幣的價值會更大威力!期待這一天!😘😘😘
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想起 梅特卡夫定律
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我特意查一下这个定律。
比特币钱包本来就可以用来支付,每次支付就是两个钱包之间的互动。
你看坛子上面那个函数,也有一次项,那就是梅特卡夫定律呀。
感谢亲,我又学到新知识了。
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感谢,对,其实我说的这个规律就是梅特卡夫定律,我把它更新到文章中去吧。
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thank you very much for share.
its to right.
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老群主厉害了,亲自进行验算,实践出真知啊。
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没有数据支持,大家没有信心。
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首先,要保证,开发团队一直有钱。另外,是不是应该考虑一下通胀?
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通胀并不厉害,目前9.5%,并逐年递减。开发团队没有钱没有关系,有人投资就行,然后等平台规模大了以后产生效益。
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Steemit 易用性有待提高,目前来说还是挺技术活的
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耐得住寂寞才能守得住繁华。
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你耐得住吗?
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受不了孤独,耐不住寂寞,求老群主解救。
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看来要多做宣传了。
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Thank You.
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回歸結果不錯呢,希望將來繼續按這條公式向上升!
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应该不会太差。
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感覺錢途一片光明阿!!
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True
If I could only understand 😂
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this post is so amazing, I'm so inspired to keep working hard on steem.
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任重道远,前景灿烂。
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還要守上一段不短的時間.
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相信并且使用的人越多,就可能变得越有价值。我觉得是正确的,但我无法证明,持续使用steemit,希望能走到那一天
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如果有好用的手机app,并且在手机上可以upload图片,可能队伍壮大的速度就更快。
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官方的App估计也快了。
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Hellp @tumutanzi
I think the internet is going to be one of the major forces for reducing the role of government. The one thing that’s missing but that will soon be developed, is a reliable e-cash. upvoted and following you. please do same
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草,写的这么好, 我要FOLLOW ,VOTE 你。麻烦也这样对我好吗?
我在推广国内区块链驱动的价值互联网亦来云 ELASTOS。
对标比特币。
https://steemit.com/cn/@elastos/introduce-myself-and-introduce-china-s-blockchain-powered-internet-elastos
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奇怪的是这个斜率居然是增加的。
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也就是说,比用户数量的平方的线性增长更猛。
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是呀,这种模型都是受其他因素的影响。当比特币钱包数量更多的时候,应该就不是这个模型了。
如果比特币更广泛的融入流通领域,我觉得就更不一样了。
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Didn't understand a bit
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不错的分析思路
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学习了。
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我很喜欢您这种用数据说话的方式。很容易理解。我想最大的问题可能就是您指出的用户量的问题。我想说下我作为新人的感受,steem网站直观上是一个很技术性的界面。作为新用户稍稍有点找不到北的感觉。如果能像Youtube那种根据用户的习惯改变显示内容和推送,应该会舒服很多。我是朋友推荐来到这个地方的,跟我同时来的3个人都因为界面的问题只用了1天就离开了。我也感到非常惋惜。感觉就像一款好的产品不仅需要好的工业设计,好的外观设计也是必须的。不得不说这方面Facebook,Twtter, Youtube 这一系列公司的使各自的网站极为易用做法确实很值得学习。
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所以,现在能留下来的都是种子用户。不过我个人感觉Steemit的用户UI还可以……
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看了坛子哥的文章,想起了“传真机效应”:如果只有你有传真机,那它就是废物。但是,这个世界上每多一台传真机,每个人手上的传真机就越有价值。
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I think this is very difficult to predict but steemit is the only one in this category I think it will do 10 times
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应该会持续走高,如果发展对的话
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STEEM coin is Chalice of Wealth: Target $14
https://steemit.com/bitcoin/@haejin/steem-technical-analysis-the-chalice-of-wealth-beckons-all-to-drink-from-it-and-prosper
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一旦用户成了一定规模,资本马上会大增。
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感谢您的文章,这有可能进一步扩展。 我使用Google翻译,所以我可能错过了一些关键点。
我需要您的帮助才能访问您使用的数据。 我可以帮你制作一篇漂亮的英文版的文章吗?
如果你英文不好,我们将需要一个中英文好的第三人(我猜你的语言是中文)。
首先,我可以修正看起来完全没有意义的语法,拼写和表达方式,我猜什么是正确的意思。
第三个人可以集中精力确保两种语言的每个句子的含义是相同的。
提前感谢您的回复
Thank you for your article, which has good possibilities for further expansion. I used Google Translate, so I probably missed some key points.
I need your help to gain access to data of the kind you used. Can I help you to produce a nice English version of your article?
If you are not good in English, we will need a third person who is good in both English and Chinese (I guess your language is Chinese).
First, I can fix grammar, spelling, and expressions that seem totally meaningless where I guess what is the correct meaning.
The third person could concentrate on making sure that the meaning is the same at each sentence in both languages.
Thanks in advance for your response.
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学习下新鲜信息。
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steemit编辑文章是什么格式的?好像不支持markdown,觉得写文章不太方便,我现在在用一个叫quiver的笔记工具,写起来特别好,文章对外供给读者阅读,对己也是一种笔记吧,希望steemit可以参考下这款应用
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我都是纯文本编辑,所以不用什么特别的工具。
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