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Pengyu
保持敏锐 / 构建@ParticleNtwrk
Pengyu 已转发
在加密领域,最被忽视的解锁并不是可扩展性,而是凝聚力。@ParticleNtwrk 刚刚揭示了可能是链上拼图的最后一块:通用账户。这一切都将改变。🧵
多年来,我们构建了基础设施:社交登录、应用内钱包、账户抽象、链无关交易。
但 Web3 仍然面临两个核心的采用障碍:
1)零售用户体验摩擦
2)金融科技在没有保管风险的情况下整合加密货币的能力
这一切正在改变。
> 全球监管正在变得有利。
> 稳定币通过 Visa 网络流动。
> 真实资产正在成为一个重要的资产类别。
> 需求已经出现。基础设施正在成熟。
真正的瓶颈不是监管或可扩展性,而是体验的碎片化。与数字资产互动的能力需要感觉无缝、无保管,并且与链无关。
通用账户应运而生。
Particle 的通用账户不仅仅是钱包。
它们将每一个用户体验的突破整合到一个单一、凝聚的、无保管的层中。想想:
- 类似 Web2 的体验
- 链上执行
- 无种子短语
- 链无关支持
- 为一切代币化提供基础设施
已经通过 UniversalX 进行了超过 6.7 亿美元的链上交易量的压力测试。
现在,在 @Circle 的支持下,他们正在以发行者级别整合 $USDC,链中立,无摩擦。
如果每个资产都被代币化,你将需要通用账户来访问它。
如果每一美元都是稳定币,商业将通过通用账户流动。如果每个应用都使用加密货币,它们将与通用账户集成。
我们不知道哪个区块链会“胜出”。
但我们知道世界需要一个通用访问层。Particle 正在定位成为这一基础设施。
这不仅仅是一个新钱包。
这是一个针对真实资产、稳定币和数字资产的新交易层,是下一个金融系统的基础层。🔥

589
Pengyu 已转发
今天我将辞去@particlentwrk的内容经理职务。
但这只是因为愿景变得更大了。
当我加入这个项目时,我们是一个社交登录提供商,目标是创造最佳的应用内体验。然后,当我们实现了这一目标后,我们开始致力于成为最好的智能钱包提供商……只是意识到,真正推动采用的关键在于让区块链变得不可见。
链抽象无疑是2024年的一个重要叙事。而这在很大程度上要归功于Particle。
现在,ChA已经成为现实,并且每天都在变得更好,我们想要解决下一个重大挑战:超越。
Web3中有两个大问题;都是技术之前不成熟的症状。
1. dApps无法打入主流市场,找到“普通”用户。
2. 主流应用没有简单的方法来采用加密货币。
基本上,障碍是双向的。但是。
我们的新论点很简单:加密货币已经准备好了。
我们即将看到的生态系统宏观突破的风暴将使我们处于一个RWAs、稳定币和链上交易完全正常化的土地上。
我们想要技术,现在我们拥有它。
我们想要动能、采用和认可,现在它们都在这里。
现在我们只需要给每个人提供使用它们的工具。是的,它们将由通用账户提供支持。
作为生态系统与战略负责人,我将亲自监督这一转型。如果你也想参与其中,请联系我!
是时候超越了,链上。
4.22K
粒子网络 = 现实资产、稳定币和数字资产的通用交易层。超越链上。新时代即将来临。

Particle Network8月5日 00:02
超越链上:宣布RWAs、稳定币和数字资产的通用层
舞台已经搭建好,数万亿美元即将涌入Web3。
到2030年,稳定币的供应量可能达到3.7万亿美元。
到2034年,链上RWAs的预计价值将达到30万亿美元。
代币化房地产的市场总量指向38万亿美元。
世界已经准备好了。Web3准备好了吗?是的,因为通用账户已经存在。
作为唯一让Web3感觉像一个单一生态系统的解决方案,通用账户将会持续存在。它们已经通过@UseUniversalX清除了6.7亿美元,是多链、多万亿资产生态系统走向大众的唯一途径——无论是加速Web3还是升级Web2。
因此,今天我们宣布我们的技术的巅峰:通用交易层:一个面向零售的RWAs、稳定币和所有其他数字资产的结算通道。
在接下来的几周里,我们还将逐步宣布将帮助我们实现这一使命的合作伙伴,首个合作伙伴是@Circle。通过Circle Gateway的整合,我们将为通用账户跨链进行稳定币结算奠定基础,为任何使用通用账户的人解锁整个世界的经济。
当每个财产、每美元或每个资产都成为代币时,通用账户将成为它们的默认通道。
加密货币已经准备好了。让我们超越链上。
📝 阅读完整愿景:

2.4K
Pengyu 已转发
超越链上:宣布RWAs、稳定币和数字资产的通用层
舞台已经搭建好,数万亿美元即将涌入Web3。
到2030年,稳定币的供应量可能达到3.7万亿美元。
到2034年,链上RWAs的预计价值将达到30万亿美元。
代币化房地产的市场总量指向38万亿美元。
世界已经准备好了。Web3准备好了吗?是的,因为通用账户已经存在。
作为唯一让Web3感觉像一个单一生态系统的解决方案,通用账户将会持续存在。它们已经通过@UseUniversalX清除了6.7亿美元,是多链、多万亿资产生态系统走向大众的唯一途径——无论是加速Web3还是升级Web2。
因此,今天我们宣布我们的技术的巅峰:通用交易层:一个面向零售的RWAs、稳定币和所有其他数字资产的结算通道。
在接下来的几周里,我们还将逐步宣布将帮助我们实现这一使命的合作伙伴,首个合作伙伴是@Circle。通过Circle Gateway的整合,我们将为通用账户跨链进行稳定币结算奠定基础,为任何使用通用账户的人解锁整个世界的经济。
当每个财产、每美元或每个资产都成为代币时,通用账户将成为它们的默认通道。
加密货币已经准备好了。让我们超越链上。
📝 阅读完整愿景:

141.45K
It seems that public companies are treating the stablecoin narrative much like they did the metaverse back in the day. In this cycle, Circle is playing a similar role to what Roblox did during the metaverse hype—both had real users and real revenue, both captured high secondary market premiums at the peak of BTC, and both served as banner narratives of their time.
That said, the stablecoin sector offers far greater demand and monetization potential compared to the metaverse. It’s clearly a more compelling space to invest in.
There’s been a lot of talk around “use-case-driven” opportunities in stablecoins—but in practice, these often boil down to sales-driven and compliance-driven expansion, rather than genuine product-led growth. This makes it more difficult for startups to build uniquely compelling products in the space.
For smaller teams, the more practical path likely lies on-chain—facilitating matching, building infrastructure, or selling picks and shovels.
目前看起来上市公司是把稳定币概念当成当时的元宇宙概念来炒的。
Circle扮演了这个周期Roblox的角色。都有真收入+真用户,都在BTC新高的阶段给了二级市场高溢价,并且被当作叙事成立的旗帜。
但稳定币赛道的需求和货币化能力都是显著高于元宇宙赛道的。这个赛道肯定比元宇宙赛道值得投入,挑战在于:大家聊的稳定币的新机会是由场景驱动。但我理解这个更像是销售驱动+合规驱动。
貌似稳定币创业本身没有更多产品驱动的可能性(除了不是真稳定币的算稳?),对小公司挑战比较大。
在链上找机会,做撮合,卖水,对小团队成功率应该会高一些。
3.43K
Web3 行业还不够大,过去的截图常被翻出来。我们确实曾与部分项目或 KOL 有过争议,也有处理不够妥当的地方。但在当前市场情绪低迷、黑天鹅频发的阶段,我们无意卷入任何无意义的社交纷争或旧事炒作。我们也不会拿头部 KOL 账号的被封作为话题,这些账号本质上是许多 builder 或者行业人员吃饭的家伙。专注建设,是当前唯一也是最值得坚持的方向。
The Web3 industry is still not that big, so it’s not surprising to see old screenshots being brought back up. We’ve indeed had disagreements with certain projects or KOLs in the past, and some situations may not have been handled perfectly.
But in the current environment—marked by weak market sentiment and frequent black swan events—we have no intention of getting involved in meaningless social disputes or digging up old drama.
We also won’t use the suspension of top KOL accounts as a talking point. For many builders or KOLs, these accounts are essential tools for making a living.
Staying focused on building is the only—and most worthwhile—path forward.
6.57K
我的第一份全职工作(也是唯一一份)是为亚洲的一个美元基金工作,是一个曾经相当辉煌(现在已经影响力不再)的Venture Fund。这个基金投出了盛大游戏,完美世界,58同城等,并且大比例投资了印度的Paytm等很好的项目,也是亚洲最早做到单期基金10亿美金的一级市场基金。并且基金合伙人从孙正义买走了GP share,成功从软银的子基金独立。今天不是为了去分析这个基金的起落,而是我前两天偶然回顾这段工作经历的时候,发现我远远低估了这段经历对我的意义。
这里面最重要的原因就是我与一个非常好的老板共事。这个前辈是一位看起来mean和严肃,但实际上非常大方和善良的人。
我从这位前辈学到了很多工作,生活以及对待人的原则(准确来讲是我理解了这些原则的重要性但还不一定已经成功贯彻):
工作方面:
1. 做一个投资人,而不是风险投资人,不要把自己局限在所谓的风险投资的这个工作模式里面。(这个对于刚进入职场的我的冲击是很大的,你可以理解为去一个Venture Capital上班的二天老板说风投这个工作模式不是最有效的,需要理解投资本身)
2. 投资不能从上到下,按照目录做投资。我入职没多久就整理了很多当时在Web2火热的细分赛道,写了很多理由为什么我们需要去覆盖这些主题。Web3的语境就类似于我拿了一些主题词,ZK硬件加速,L2的互操作性解决方案,RWA+Stablecoin等等一堆去给老板汇报。当时反馈给我的印象最深的是一个观点:从上到下,按照类别投资很难找到好的公司。应该专注于从下到上,从个人需求或者身边需求出发,研究单个好公司的个体。
3. 对投资标的高度的耐心,同时享受这个等待的过程。前老板个人天使投资了知乎,从第一笔投资到知乎上市接近10年。过程中更多的是关注业务基本面的变化,与创始人的互相学习效率。
以上工作相关的三个原则对我最多的帮助是两个角度:
1. 更加尊重事物或者工作的本质,而不会直接从一个范式或者框架出发。初级的启发了我对第一性原理的理解。
2. 尝试在理解变富的本质,可能等于聪明的hold住了对的东西。
生活方面:
1. 对家庭与子女教育的重视。我这位老板有两个女儿,都教育的极其优秀,大女儿刚从一个常春藤名校本科毕业。老板为了小女儿的教育,自己担任作者和小女儿共创了一个儿童经济学绘本系列,目前已经在中国卖出了超过200万套,应该是细分领域的第一名。
2. 节俭、高品质消费与个人高风险投资是不冲突的。 几乎都地铁出行,外出吃饭没吃完的一定会打包,个人天使投资的单笔几百万人民币投资款都会尽量当天/第二天打款,低调高价格的穿着方式,对勃艮第的热爱。这些看似有点冲突的生活方式会集合在一起。
待人方面:
1. 对年轻人的信任。在当时的场景里面,这个年轻人就是我(大概23,24岁)。我在这个基金工作的两年出了5个term,完成了2笔完全由我主导的投资。这个在传统的Web2领域且相对保守的基金属于一个很不错的速度。我的老板自然也成为了我开始创业的第一个投资人。
这段经历深深影响了我对信任和领导力的理解,也让我始终相信:一个组织是否真正有活力,关键在于是否愿意真正赋权给年轻人。
今天,我也在延续这份信任。
我们正式任命 Particle 的第一位 COO — Ethan Francis。
他只有19岁,但已经全职工作超过4年(其中2年在Particle)
他符合我想要一起工作和信任的对象的特质:
真诚,努力,专业又灵活。
Particle 已经成立3年,可能从Crypto创业角度已经是一个非常"老“的项目,按Web3领域标准,我的年龄也不再是年轻人founder,而只是一个相对年轻的人。但Particle会持续进化,团队会永葆活力,因为我们会永远坚持我从前老板身上学到的一个原则:押注年轻人。
Good luck, Ethan!
--
My first (and only) full-time job was at a USD fund based in Asia — a venture fund that was once remarkably influential, though its presence has faded in recent years. It backed companies like Shanda Games, Perfect World, and and made a significant investment in Paytm in India, among other great companies. It was also one of the earliest primary-market funds in Asia to raise a $1 billion single fund. Impressively, the fund’s partners bought out their GP stake from Masayoshi Son, successfully spinning out from SoftBank’s sub-fund.
Today, I’m not here to analyze the rise and fall of this fund. Rather, I recently found myself reflecting on that experience — and realized I had long underestimated how much it meant to me.
The most important reason: I had the privilege of working under an exceptional boss. This mentor appeared strict — even “mean” — at first glance, but in reality, he was incredibly generous, kind, and principled.
From him, I learned a great deal — not just about work, but about life, and how to treat people. (More accurately, I came to understand the importance of these principles, though I’m still learning to fully embody them.)
On Work:
1. Be an investor, not just a venture capitalist.
Don’t confine yourself to the venture capital playbook. For someone just starting out, this was a major mental reset. Imagine joining a VC firm, only to have your boss tell you on day two that venture capital, as a model, is far from optimal — and that to succeed, you must understand investing itself.
2. Avoid top-down, theme-based investing.
Soon after I joined, I put together a detailed overview of Web2 sub-sectors that were trending at the time, explaining why we should focus on them. To give a Web3 analogy: it was like I pulled together a list of hot narratives — ZK hardware acceleration, L2 interoperability, RWA + Stablecoin — and pitched them to my boss.
His response left a lasting impression: “It’s hard to find great companies by categorizing themes from the top down. You need to go bottom-up — observe real, individual needs and study standout companies one by one.”
3. Have patience with your investments — and enjoy the wait.
My former boss was one of the earliest angel investors in Zhihu. From his first check to its IPO, nearly 10 years passed. But his focus throughout was on understanding how the business was evolving — and learning together with the founder.
These three principles shaped the way I work. Two takeaways stand out:
1. Respect the essence of the work, instead of starting from frameworks or mental models. This was my first introduction to first-principles thinking.
2. Try to understand the nature of wealth — it may just be about holding onto the right things, intelligently and patiently.
On Life:
1. A deep commitment to family and children’s education.
My boss had two daughters, both of whom were exceptionally well-educated — the older had just graduated from an Ivy League university. For the younger one, he co-authored a children’s book series on economics, which went on to sell over 2 million copies in China. It became a best-seller in its category.
2. Frugality, high-quality consumption, and high-risk personal investing are not mutually exclusive.
He took the subway almost everywhere. He always packed leftovers when eating out. He often wired seven-figure USD-equivalent angel checks within a day. His wardrobe was understated but refined. He had a deep love for Burgundy wine. These seemingly contradictory habits came together in surprising harmony.
On People:
1. Trust in young people.
At that time, I was the young person — just 23 or 24 years old. Over two years, I issued five term sheets and completed two investments that I led end-to-end. In a relatively conservative, traditional Web2 fund, that was a strong pace. Naturally, my boss became the very first investor to back me when I started my own venture.
That experience shaped how I view leadership and trust. It convinced me that whether an organization has real vitality comes down to one thing: are you willing to truly empower young people?
Today, I’m proud to carry that belief forward.
We’re officially appointing Ethan Francis as the first Chief Operating Officer of Particle.
He’s only 19 years old, but already has over four years of full-time work experience — two of which have been with Particle.
Ethan embodies the qualities I look for in someone I want to work with and trust:
genuine, driven, professional, and flexible.
Particle has been around for three years. By crypto startup standards, we’re already a relatively “old” project. And in Web3, I may no longer be a young founder — just someone who’s still relatively young.
But Particle will continue to evolve. Our team will remain dynamic and alive — because we’ll always stick to a principle I learned from my first boss:
Bet on young people.
Good luck, Ethan!

Particle Network2025年4月24日
Web3永不停歇,@TABASCOweb3也是如此。
第二季度正在成为链抽象领域有史以来最繁忙的时期,因此我们迎来了首位首席运营官。
UniversalX v3即将推出。Universal SDK即将推出。链抽象的dApps即将推出。
事情正在发生。速度很快。
“去桥接吧” - @TABASCOweb3

38.81K
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