当前，Web3领域正经历着一场必要的“价值回归”。市场的喧嚣渐退，让我们得以更清晰地审视：什么才是驱动下一次增长引擎的真正内核？未来创投认为，答案在于 “可用的去中心化”，而实现这一目标的关键，在于对基础设施的持续投入与耐心建设。
从“金融实验场”到“用户体验场”
过去的周期，Web3在很大程度上是作为“金融资产的实验场”而存在的。高门槛、复杂的操作和糟糕的用户体验，将其隔绝于主流大众之外。要实现Mass Adoption（大规模采用），我们必须跨越这条鸿沟。
未来的杀手级应用，其用户体验应丝滑到让用户几乎感知不到底层区块链的存在，却能完整地享受其带来的数据主权、资产所有权和社区治理权。这就像今天的互联网用户无需理解TCP/IP协议也能流畅地浏览网页一样。
我们重点布局的三大基础设施方向：
1、可扩展性与用户体验层：Layer 2解决方案、账户抽象、Gas费优化等技术的成熟，将彻底解决网络拥堵和高昂手续费的问题，让Web3应用变得“可用”且“好用”。
2、互操作性与模块化：一个多链共存的未来是确定的。我们投资于那些能够实现资产与信息自由、安全流动的跨链协议，以及让开发更高效的模块化区块链栈。
3、AI与Web3的融合：AI需要可信的数据和计算资源，Web3需要更智能的代理和自动化服务。二者的结合将催生全新的去中心化AI市场和自治世界，这是我们极为看好的长远赛道。
未来创投的角色：做“困难但正确”的事的长期伙伴
在市场狂热时保持冷静，在市场低迷时坚定信念。我们专注于寻找那些不追逐短期热点，而是沉心于解决行业根本性问题的团队。他们或许在深耕零知识证明的研发，或许在构建全新的数据可用性层，或许在设计下一代去中心化社交图谱。
这些工作或许不那么光鲜亮丽，但它们正是构筑Web3大厦不可或缺的钢筋水泥。未来创投，愿做这些“沉默构建者”最坚定的长期伙伴。
因为我们知道，当基础设施足够强大、足够便捷时，创新的浪潮将奔涌而来，势不可挡。
The Web3 space is currently experiencing a necessary "return to value." As the market hype subsides, we can more clearly examine the core drivers of the next growth engine. Future Ventures believes the answer lies in "usable decentralization," and the key to achieving this goal lies in sustained investment in infrastructure and patient development.
From a "financial experimental field" to a "user experience field"
In past cycles, Web3 largely served as a "experimental field for financial assets." High barriers to entry, complex operations, and a poor user experience isolated it from the mainstream public. To achieve mass adoption, we must bridge this gap.
The user experience of future killer apps should be so smooth that users barely notice the underlying blockchain, yet fully enjoy the data sovereignty, asset ownership, and community governance it brings. This is similar to how today's internet users can seamlessly browse the web without understanding the TCP/IP protocol. We are focusing on three key infrastructure areas:
1. Scalability and User Experience: The maturity of technologies such as Layer 2 solutions, account abstraction, and gas fee optimization will completely resolve network congestion and high transaction fees, making Web3 applications both accessible and user-friendly.
2. Interoperability and Modularity: A multi-chain future is certain. We invest in cross-chain protocols that enable the free and secure flow of assets and information, as well as modular blockchain stacks that make development more efficient.
3. The Convergence of AI and Web3: AI requires trusted data and computing resources, while Web3 requires smarter agents and automated services. The combination of these two will catalyze a new decentralized AI market and a self-governing world, a long-term strategy we are extremely optimistic about.
The Future Role of Venture Capital: Long-term partners who do the "difficult but right" thing.
Remain calm during market frenzy and steadfast in conviction during market downturns. We focus on identifying teams that are focused on solving fundamental industry problems, not chasing short-term trends. They may be deeply engaged in zero-knowledge proof research and development, building a new data availability layer, or designing the next generation of decentralized social graphs.
These tasks may not be glamorous, but they are the indispensable steel and cement that build the Web3 edifice. Future Venture Capital is committed to being the most steadfast long-term partner of these "silent builders."
Because we know that when infrastructure is robust and convenient enough, a wave of innovation will surge forward, unstoppable.