2018年区块链事件,2018年的5个区块链趋势

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A. What are the development trends of blockchain technology in 2018

Jinwowo will focus on promoting the legal circulation and commercial application of big data with blockchain technology. The following is the development trend of blockchain in 2018 analyzed by Jinwowo:
1. Asia and the Middle East will actively promote blockchain;
2. Network security needs will drive the popularity of blockchain;
3-All industries will fully invest in blockchain application technology;
4-Automation and privatization are coming.

B. Is the prospect of blockchain investment very good?

Very bad. The industry is in chaos.
Blockchain has been in trouble since 2018. The industry is full of scammers, those who specialize in cutting leeks. I remember that Blockchain Network reported that Li Xiaolai was cutting leeks, and Li Xiaolai wanted to build Blockchain Network, which caused their second round of financing to be stopped. I heard that it was sold to a technology company in Guangzhou

C. How to correctly view blockchain technology

From a technical perspective, blockchain is likely to be a major technological revolution after the Internet. Currently, major corporate giants around the world are working hard on the research and application of blockchain technology. SAP opened a pilot version of the blockchain project in May last year. Banks in Japan and South Korea have just begun testing blockchain technology. Tencent has registered the trademarks "Ether Lock" and "Tencent Ether Lock". In April 2017, Tencent released the "Blockchain Solution White Paper" and announced that Tencent's blockchain industry solutions with independent intellectual property rights were also officially released on the official website. The network has launched the blockchain open platform "BaaS", which is a project based on blockchain technology independently developed by the network. It mainly helps enterprise alliances build their own blockchain network platforms.

Xu Weihong, chief economist of AVIC Securities, believes that the concept of blockchain has been proposed for a long time. This round of being touted by speculators in the A-share secondary market originated from Bitcoin. Hype on a global scale. Participants do not care about the technical value of the blockchain, but they care about how much profit and water they can get from the existing "seigniorage" by creating digital currency through the blockchain. Some institutional investors even hope to use their professional judgment and ability to control market sentiment to "cut leeks" from the large amount of blind influx of social funds. In view of the recent rise of the blockchain concept, all parties concerned must remain sober. Financial exchanges and intermediaries must stay awake and reduce unnecessary advertising to mislead small and medium-sized investors, and ordinary people must also stay awake.

D. What is the future development trend of blockchain?

——For the above data sources and analysis, please refer to the "China Blockchain Industry Market Prospects and Investment Strategic Planning" by the Qianzhan Industry Research Institute analysis report".

The industry technology research process continues to advance

In recent years, the global blockchain technology research process has accelerated, and the number of industry patent applications has increased rapidly. According to SOOPAT statistics, from 2014 to 2018, the number of global blockchain patents continued to rise. By 2018, the number of global blockchain patentsThe number of applications for benefits has reached 2,966. Among them, the number of blockchain patents in China in 2018 increased from 33.33% in 2014 to 82.1% in 2018.

However, although global blockchain technology has been continuously developing and innovating in recent years, there is currently no universal evaluation standard and system that can evaluate the technical performance, efficiency and scalability of blockchain. Detailed specifications on issues such as sex and safety. Overall, blockchain technology awaits further breakthroughs.

China’s blockchain technology tends to serve applications

< p> In terms of technical direction, the core of China’s blockchain technology is to serve physical applications, while American blockchain technology is still solving potential problems of blockchain, which has led to the domestic focus on alliance chain applications and the hope of optimizing blockchain technology to meet the needs of high-concurrency applications; foreign countries focus on the application of public chains and carry out optimization and innovation of core technologies based on the characteristics of public chains. In terms of application, domestic blockchains focus on service industry applications and tend to be "coinless blockchains"; in the United States, most are public chains and tend to circulate digital assets.

E. What stages has the blockchain developed?

The blockchain has developed in five stages
1. Germination stage: The real germination stage of the blockchain was in 2007 By 2009, a Japanese-American with the pseudonym Satoshi Nakamoto first described a new fantasy report on electronic currency on a cryptography discussion group in 2008 under a different name. Since then, Bitcoin has been born. As early as 2007, Satoshi Nakamoto began to explore a series of new technologies with the intention of creating a new currency. The Bitcoin white paper was released on October 31, 2008, and the Bitcoin system officially began operation on January 3, 2009.
The main technologies supporting the Bitcoin system include hash functions, distributed ledgers, blockchain, and asymmetric encryption; it can be seen that these technologies build the initial version of the blockchain, which can also be said to be a blockchain It is the underlying technology of Bitcoin. In the three years from 2007 to 2009, Bitcoin was in the experimental stage with the participation of a very small number of people, and real commercial activities had not really begun.
2. "Geek" niche stage: The "Geek" here refers to people who are enthusiastic about Internet technology and who regard technological innovation as their fashion and life. The first Bitcoin exchange appeared on February 6, 2010. On May 22 of the same year, someone bought 2 burgers with 10,000 Bitcoins. On July 17 of the same year, the exchange Mt. Gox was established. This marks As Bitcoin officially flows into the market. Despite this, the only people who can truly understand and enter the market to participate in Bitcoin buying and selling are geeks who are passionate about Internet technology. They discuss Bitcoin technology on forums, mine Bitcoins on their computers, and then buy and sell Bitcoins on Mt. Gox. Today, these geeks have become billionaires.
3. Market brewing stage: At the beginning of 2013, the price of Bitcoin wasHowever, on March 18 of the same year, the Cyprus government closed banks and the stock market due to the financial crisis, causing the price of Bitcoin to soar, with the highest price rising to $266 in April. On August 20 of the same year, the German government confirmed the currency status of Bitcoin. On October 14, the Chinese Internet announced the opening of a Bitcoin payment channel. In November, the U.S. Senate hearing also clarified the legality of Bitcoin. On November 19, the price of Bitcoin It rose to $1,242, forming a new high. Despite this, the foundation for blockchain to enter the mainstream social economy is not yet available, and the surge in Bitcoin prices is only due to overly optimistic expectations. The containment of China's banking system, the collapse of Mt.Gox and other events caused the price of Bitcoin to continue to fall. In early 2015, the price of Bitcoin had fallen below 200 US dollars. From 2013 to early 2015, the public began to understand Bitcoin and blockchain.
4. Blockchain mainstream period: Britain left the EU on June 23, 2016, North Korea’s fifth nuclear test in September, Trump’s election in November and other events. The uncertainty of the world’s mainstream economy has led to risk aversion. Functional Bitcoin began to recover. The market demand was large and the increase in transaction volume caused the price of Bitcoin to soar from a maximum of 400 US dollars in 2016 to 20,000 US dollars in 2017. The wealth-making effect of Bitcoin and the transaction overflow caused by the congestion of the Bitcoin network It has led to the explosion of other series of virtual currencies, and various blockchain applications have also exploded. There have been many blockchain assets that are a hundred times, even a thousand times, or ten thousand times, triggering a crazy pursuit around the world, and then Chicago The launch of Bitcoin futures trading on the commodity exchange marks Bitcoin’s official entry into the mainstream investment product series, and Bitcoin and blockchain have completely entered the global spotlight.
5. Industrial implementation stage: After the market frenzy in 2017, virtual currency and blockchain made adjustments in terms of market, supervision, and cognition in 2018, returning to rationality. Many blockchain projects that imitate blockchain technology in 2017 will gradually die out as the market cools down, and projects with real practical blockchain applications will initially be implemented. 2018 is not only the first year of blockchain, but also a blockchain gold rush period. After the big waves wash away the sand, what remains is relatively good gold.
From the perspective of the history of blockchain development, blockchain technology is not yet mature and is currently in the growth stage. Specific practical applications of blockchain are only used in the financial field. To apply blockchain to other industries, there is still need for There is a journey to go, but the blockchain trend should be grasped. There are advantages and disadvantages in actively learning the new field of blockchain.

F. Is it okay to invest in blockchain now? What are the precautions?

You can participate with a small amount of money. BiJing is the next generation Internet outlet. The following is my investment experience and hope over the past year. It will help you.

While I was relaxing physically and mentally during the holidays, I took stock of the pitfalls I had gone through, sorted out the gains and losses, and came to the following insights.

1. In the early days, I believed too much in the words of Big V, the big guy in the currency circle, and bought some coins from their platform.It's close to zero now. I feel that I am so naive that I believe their lies. It is difficult for people to withstand the temptation of huge wealth, and of course they cannot escape. But saying one thing and doing another, and not admitting it in the end, has lost their moral bottom line. They have made a lot of money, leaving me waiting for Leek to stand on the top of the mountain and tremble.

2. The judgment of various public accounts and various media in the currency circle on market trends is similar to the effect of betting on dice. Of course, this does not mean that the media are completely irresponsible or incompetent. In fact, some media still cherish their feathers and do their best to analyze projects and judge trends for fans. But don’t forget that, by nature, the market is unpredictable, otherwise it wouldn’t be called a market. Bankers and leeks are always playing a cat-and-mouse game. The media’s predictions often provide savvy bankers with guidance on reverse actions. When most media are optimistic about the market, it is also when the bankers raise their sickles; when the media generally believes that When the market is still going deep, the market makers may be building positions secretly. This is not difficult to understand, because the media acts as the opinion leader of the leeks.

3. The current market still shows the characteristics of capital market, which is dominated by speculation, and the real value investment of blockchain has not yet been reflected. The performance is that almost all altcoins are linked to the rise and fall of Bitcoin. Why is it related to Bitcoin? Because there are no other standards to rely on? If there is no killer application, this linkage effect will be difficult to break, and there will be no real bull market in the currency market. The killer application mentioned here is not like Ethereum, issuing coins, building an underlying public chain, etc., but having real application scenarios that can link virtual digital assets on the chain to reality. In the supply and demand of the scene, DAPP must have a good user experience and be accepted by the public outside the currency circle. In this case, digital currency will have real support, and the development of blockchain will usher in spring, otherwise it will be just speculation.

4. Often start from historical phenomena to form expectations for the future. In 2017, some altcoins had a market price of a hundred times or even higher. Therefore, I always feel that the altcoin in my hand has increased three to five times after I bought it, which is not satisfactory and not in place. As a result, I did not sell it in time and ended up rotting in my hands. Let's analyze it. This time is not that time. At that time, there were fewer projects and more funds. At this time, there are more projects and less funds. The situation is exactly the opposite. Ignorance and greed are very dangerous. Since 2018, as the big Vs have made profits and left the market, the funds on the market have shrunk significantly. Even if the market rises, the original market funds are playing the game. The money-making effect is getting smaller and smaller. OTC funds are waiting and watching. Only Only when the wealth-creating effect appears will OTC funds have the urge to come in.

5. New ways of playing are constantly emerging. As the money-making effect becomes smaller and smaller, new leeks become old leeks, and it is difficult to harvest them with traditional harvesting methods. Only by making some innovations can the leeks flock to it and obey. Fcoin trading and mining, Huoniu video, etc. have made a small group of people rich, and at the same time made a large group of people miserable. These projects are essentially drum-passing fund-raising games.The soup does not change the dressing. The earlier you participate, the better the results will be. By the time I wait for Leek to participate, it will basically be in the mid-to-late stage. If I invest money in it, it will definitely be harvested. Since I participated in Fcoin early, I made a small profit, but I participated in Huoniu late, and was cut as soon as I entered. Fortunately, I only invested a little tentatively.

6. Will the market rise again? The answer is yes. From two aspects. On the one hand, there is a consensus that blockchain is the future trend. It is said that there is a rule that can prove whether a technology can become a trend in the future. It depends on whether the number of articles published about this technology can increase exponentially every year. Blockchain completely complies with this rule. On the other hand, as mentioned earlier, the current market is mainly capital. So even if blockchain is not a future trend, it will still have a good market. Because the characteristic of the capital market is that when funds enter the market, the market will rise, and when funds withdraw from the market, the market will fall, and there is no need for a reason for funds to enter and exit the market. Currently, the funds on the market include not only retail investors, but also large investors and institutions. It is not only leeks that are trapped, but also bankers who have cut the vegetables but failed to harvest. No matter who you are, there is only one purpose for entering the currency circle, and that is to make money. If the market does not rise, there will be no big money-making effect. If it falls for a long time, it will rise. This is an unbreakable rule. Of course, whether retail investors can make money depends on themselves. of good fortune.

Future plans:

1. Best policy. Strictly control positions, adjust layout, and stay away from air coins. Position control is always the first priority and is the lifeline of investors. Only after losing money did I realize the importance of position control. I really regret it now. If I had entered the dissatisfied position, I wouldn't have been so deeply trapped. Now that the matter has come to this, if we decisively liquidate all air-related projects, we can free up some funds. Then, select a few high-quality projects for fixed investment. If you don't have enough funds, you can spend a small part of it from your daily income. To do this step well, you need to add an important link, which is learning. The reason why I couldn't distinguish between good and bad projects in the past was that I didn't study enough and my skills were shallow. Instead of focusing your time and energy on watching the market, checking public accounts, and asking for news, it is better to focus on studying. Accumulated knowledge and skills are also a kind of wealth, and no one can take them away. It is necessary to learn basic knowledge about economics, finance and investment, but also to learn about blockchain. I have read some books (General Economics, Economics in One Lesson, Xiang Shuai’s Peking University Finance Course (subscription required, electronic version not available), Buffett’s Law, Buffett Teaches You to Read Financial Reports, Blockchain Technology Guide, Decoding Zone Blockchain complete set), the link address is given (link:

Extraction code: sbmv) If you need it, you can download it with confidence.

2. The middle strategy. Do an oversold rebound. The small money-making effect does not mean that there is no money-making effect. You must enter the market with a small amount of money, you must focus on one or two projects, and you must move in and out quickly when there is a sharp decline that makes most people panic. You must not be reluctant to fight. (You can follow one or two large public accounts to judge the panic in the market.)

3. Make the next move. Be a wool party. On the premise of not expending energy, it is not a bad idea to receive candies and get some benefits. Under the current market situation, grasshoppers are also meat. The traditional way of receiving candy is too troublesome, and the gain is not worth the loss. Found two candy delivery platform projects, one is Fulcrum:

The other is Ant Mine Chicken:

The former airdrops various candies from time to time, and also has community social attributes, forming a system The latter is a new candy game platform under Candy World, which accumulates candies through the game of raising chickens and laying eggs. It is reported that it has just received strategic investment from GBls (Global Sleepless Blockchain Leaders Summit).

In addition, some Dapps that are in the testing stage are also worth a try. Anyway, it doesn’t involve any energy, just think of it as a way to relax after stressful work. Fighting video (ios version: https://fir.im/51ds Android version: http://a.app.qq.com/o/simple.jsppkgname=com.xysk.mvpart.douxi, invitation code: WN4VIZ) , focusing on creating a vertical segmentation field for professional artists. Fans and users can accumulate star power and sign in every day to obtain stars. Stars can be exchanged for prizes or sold privately. It will be launched in October.

G. What is the best investment direction in 2018?

During the Spring Festival of 2018, the “3 o’clock sleepless blockchain” became popular in the circle of friends. "The world's first blockchain community" for blockchain entrepreneurs, Gao Xiaosong, Han Geng, Tong Liya and other artists. On February 26, "People's Daily" published a full page of articles related to blockchain. The full page reported three articles: "Three Questions about Blockchain", "Being a Leader in the Digital Economy" and "Seizing the Blockchain". "This opportunity" three questions about blockchain, the People's Daily publicly called for seizing the opportunity of blockchain. What is an opportunity? This is the best opportunity! If this is the chance God gives me in life, I will rush forward and seize it without hesitation.

Bi Elite Business School is a very loving and "clean" team. They are positive and look forward to growing with you

H. Block Chain is the last chance for ordinary people! Can you seize it?

It doesn’t matter if you missed the era of making money in stocks, missed the era of making money in real estate, missed the era of e-commerce, missed the era of big data, Just grasp the blockchain. If you can't grasp it anymore, it's basically over.

Since entering 2018, more and more people have become aware of the blockchain. Many people have begun to blindly invest in projects. They do not study the projects carefully and always want to play conceptual projects. Whichever side of the platform the guys are standing on, the leeks hurriedly follow the platform. What you don’t know is that when the big guys talk about blockchain, they are nothing more than building momentum for themselves and announcing to the outside world that they have entered the market. They are most afraid that they will not be able to follow. Follow the trend of the times and be forgotten by others.

Human abilities are limited, but the power of the times is unlimited, and so do you. Once you step into the blockchain era, you can realize your great dreams...

In 2018, Whether at the national level or the corporate level, blockchain has become the wave of the times. This is also a major trend that no one or any country can stop, because the long river of history is always moving forward.

Just like the Internet will inevitably subvert traditional industries, blockchain will also inevitably subvert the traditional Internet.

We have not caught up with stocks, real estate, e-commerce, the Internet, and big data. Blockchain digital currency is a major change for our young people. Business.

CCTV host Zhang Quanling said: One day in the currency circle, ten years in the Internet! In 2018, the wealth created in the cryptocurrency industry in one year is not comparable to that of other industries in a century or even a thousand years. Countless billionaires, tens of billions, and hundreds of billions will be born this year! Because the blockchain technology industry is developing rapidly now, 40 billion yuan of money flows into this industry every day, 400 billion yuan in 10 days, 4 trillion yuan in 100 days, and 40 trillion yuan in 1,000 days. Money poured in.

In other words, in the next 2 to 3 years, tens of trillions of dollars will pour into the currency circle, forming a new global digital currency capital market. Comparable to the stock market. The first wave of people participating in the currency circle now are just like the first wave of people participating in the stock market in the 1990s. They are even more crazy and making a lot of money.

Therefore, choice is greater than effort, and trend development cannot be stopped. Everyone needs to use a wise eye to see the future development of this trend.

"Blockchain is the last chance for the poor!"

As an insider, I also think so. Blockchain is the last chance for the grassroots to make a comeback, really. If you miss it, there’s no use looking for the rope!

This once-in-500-year financial change requires us to embrace the blockchain with all our strength and enthusiasm.

Every time the so-called "bubble economy" strikes, it will also be accompanied by the arrival of huge value. If we live the life of office workers from 9 to 5, we will never achieve financial freedom. , if you want to make big money, which one does not achieve wealth freedom through the value generated by bubbles. Are real estate and stocks a bubble economy? How to add value without instant noodles? Although this blockchain bear market may last much longer than everyone expected, what I want to tell you is that blockchain is still in the dividend period. Although more and more people now know about blockchain, they are just On the surface, I know that not many people are involved

I reiterate that the blockchain is for us ordinary peopleThis is the last chance to overtake in a corner, a financial change that only happens once in 500 years. All we grassroots have to do is to be prepared, join, learn and struggle, and there will be unexpected gains.

I. Does blockchain really have development prospects?

Blockchain undoubtedly has development prospects, and the necessary condition for development prospects is to enter the mainstream market.

Matt Spoke, founder and CEO of North American blockchain infrastructure The OAN (formerly Aion Network), published an article in Forbes on July 24 titled "In order to successfully enter the mainstream market, blockchain projects must "Eat Dog Food", in which Matt mentioned his views on how blockchain should enter the mainstream market - "Eat Dog Food".

In the technology circle, there is a jargon called "dogfooding" (also known as eating your own dog food), which refers to a company using its own products and becoming a user of its own products. Many high-growth companies (such as Microsoft, Facebook, Amazon, Apple, Netflix and Google) also use dog food to test products or help build credibility for their products. Although "eating dog food" is often used to find and fix bugs, it has another value: creating reliable use cases for the company's products.

This is worth learning from blockchain projects, because blockchain projects often hold the idea of ​​"if it is built, they (users) will naturally come" and habitually create new and interesting things. Responsibility for blockchain applications is given to third parties.

This attitude is so common that even the well-known blockchain summit Consensus 2019 (2019 Consensus Conference) also held a conference titled "Build it, they (users) will naturally come: Creating a global area" Blockchain Center's roundtable forum discusses how governments around the world can make efforts to attract blockchain projects while balancing regulatory, investment and innovation needs.

To be fair, this strategy may be effective for blockchains that only target cryptocurrency circles. For security tokens, especially exchanges that trade such representatives, this makes even more sense - "supply creates demand" is the usual thinking here, especially considering the complex infrastructure required to implement these transactions. .

In contrast, "eating dog food" is more likely to be used by blockchain project developers seeking mainstream audiences (such as those in the financial industry, manufacturing and supply chain, identity management, etc.) use. If blockchain technology wants to break into these mainstream fields, blockchain companies must first "eat dog food." This will not only clearly prove that blockchain technology is feasible outside the currency circle, but also highlight that blockchain can not only optimize existing use cases, but also create new use cases.

The OAN team has always adhered to this concept and relied on the technology stacks of The OAN and Aion built over the years to develop Moves, a financial technology platform for independent workers.

Matt said that when developing the Moves product, the team hopes that the relevant functions of The OAN blockchain network can be fully utilized, so the focus will be on the following three aspects:

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1. How to use The OAN blockchain network to improve the credit efficiency of products.

There are two main considerations for improving credit efficiency: 1) Can Zheng Lu learn from the mechanisms of the DeFi market to reduce capital costs; 2) Can blockchain technology be used to increase the external credit process for Moves? of trust. Here, Moves will form a "pooling of wisdom" mechanism, allowing everyone to contribute to reducing credit risks and increasing the credibility of the credit granting process, and may even develop a micro-guarantee mechanism in the future. Therefore, users will be able to participate in the market established by the platform as a borrower, lender or guarantor.

2. How to align the interests of products and users.

Specifically, by connecting Moves to The OAN network, and with the help of the digital asset Aion, a relationship of consistent interests is formed between the product and the user, so that users can experience Moves personally. Whether the product development is successful or not, you can also directly participate in the blockchain network that supports Moves - The OAN.

3. How to create a pioneering financial reputation data open system with Moves.

This open system may become a replacement for traditional credit scores or related mechanisms. For years, banks and financial institutions have used scores from Equifax, FICO or others as risk indicators, and the Moves team believes the product it is building will be a good start - a better, more modern financial system. The beginning of the reputation system. This is a long-term goal.

Moves supports mainstream ride-sharing, food delivery and other gig economy concept platforms in North America and will be the flagship open application developed by The OAN on its blockchain network. In June, Moves' business operations expanded from Ontario to two more provinces - Alberta and British Columbia, and into Western Canada.

The various measures taken by The OAN team are all based on the spirit of "eating dog food" and working hard to allow blockchain technology to enter the mainstream market as soon as possible. Blockchain is not for the niche, but for the mainstream. In addition to The OAN team, many projects and institutions in the blockchain industry are also moving towards this goal. With such an excellent and targeted blockchain, what can you do? Are you saying there is no development prospect?

J. What is the development trend of blockchain?

Major companies in the industry: Ping An of China (601318), Donggang Co., Ltd. (002117), Information Development (300469), Yuanguang Software (002063) , Bosi Software (300525), Feitian Integrity (300386), Sifang Jingchuang (300468), Industrial and Commercial Bank of China (601398), SF Holding (002352)

The core data of this article: China’s blockchain market size, number of China’s blockchain tenders, number of China’s blockchain companies

< p>Industry Overview

1. Definition

In a narrow sense, blockchain is a chain that combines data blocks in a sequential manner in chronological order. Data structure, and cryptographically guaranteed distributed ledger that cannot be tampered with or forged.

Broadly speaking, blockchain technology uses block chain data structures to verify and store data, uses distributed node consensus algorithms to generate and update data, and uses cryptography to ensure data transmission and access. It is a new distributed infrastructure and computing method that uses smart contracts composed of automated script codes to program and operate data securely.

Blockchain is not a single technology, but a combination of new technologies. Each of these technologies performs its own role, solves different problems, and is combined to form a blockchain. As the basic structural unit of the blockchain, the block consists of two parts: the block header and the block body containing transaction data.

2. Industry chain analysis: the downstream industry covers a wide range of areas

The upstream of the blockchain industry chain is mainly the underlying technology and infrastructure. The underlying technology includes core basic components, protocols and algorithms. Represented by Bitcoin, Litecoin, and Ethereum, a network environment such as distributed algorithms, digital keys, data storage, P2P network protocols, and consensus mechanisms based on blockchain technology, transaction rules, and incentives for miners to join network nodes have been built. Mechanism, representative companies include Xiaoyi, Quantum Chain, Wanxiang Blockchain, etc.; the infrastructure is mainly mining machines.

The midstream is the platform layer, which mainly provides developers with applications based on blockchain technology. It provides productized services such as smart contracts, information security, and data services based on the underlying technology to improve development It provides convenience and scalability for developers to develop applications at the platform layer.

Downstream is the vertical industry application layer. It manifests itself as core application components, including smart contracts, programmable assets, incentive mechanisms, member management, etc.

Industry development history: We are in the era of blockchain 3.0

From the perspective of the development history of global blockchain, in 2008, an anonymous person signed by "Satoshi Nakamoto" published The paper "Bitcoin: Peer-to-Peer Network Electronic Cash System" originally expected to launch a peer-to-peer electronic cash that could circulate freely. The issuance of Bitcoin represented the beginning of blockchain technology; later, in 2013, the launch of Ethereum directly Pushing the blockchain into the 2.0 era; at the end of 2017, the popularity of stablecoins and the launch of MakerDAO pushed the blockchain into the 3.0 era. By June 2019, Facebook released the Libra white paper, which attracted attention and discussion from all walks of life around the world, and various countries regulated Departments have spoken out one after another, showing the huge potential of blockchain technology in reshaping global financial infrastructure.force. After entering 2021, NFT-based identification technology has emerged and is the first to be applied in the art field.

Industry policy background: Promote the all-round development of blockchain

In 2016, the State Council issued the "Thirteenth Five-Year Plan for National Informatization", which listed blockchain as a new technology for the first time The scope and cutting-edge layout indicate that my country has begun to promote the development of blockchain technology and applications. Since then, various localities in the country have successively introduced blockchain-related policies, providing a good environment for the development of blockchain.

In February 2019, the "Blockchain Information Service Management Regulations" issued by the State Internet Information Office were officially implemented, standardizing the filing basis for the development of my country's blockchain industry. The purpose of promulgating the "Regulations" is to clarify the information security management responsibilities of blockchain information service providers, standardize and promote the healthy development of blockchain technology and related services, avoid blockchain information service security risks, and facilitate the provision of blockchain information services. , use, management, etc. to provide effective legal basis. The introduction of this "management regulations" also means that my country's "supervision era" for blockchain information services has officially arrived.

At the end of October 2019, the Political Bureau of the CPC Central Committee held its 18th collective study session on the development status and trends of blockchain technology. Central leaders clearly emphasized the use of blockchain as an important breakthrough for independent innovation of core technologies. , Accelerate the promotion of blockchain technology and industrial innovation and development. This fully demonstrates that blockchain technology has risen to a national level. Chen Chun, a professor at Zhejiang University and an academician of the Chinese Academy of Engineering, who gave a lecture on the collective study of the Political Bureau of the CPC Central Committee, said at the 2019CCF Blockchain Technology Conference hosted by the Computer Society of China on October 12 that the development of the domestic blockchain industry is ushering in " "Spring Breeze", the research hotspots of China's blockchain technology will focus on two aspects: the key technology of the alliance blockchain and the blockchain supervision technology.

Current development of the industry

1. The market size will grow by more than 90% in 2020

From 2016 to 2018, large IT Internet companies have deployed blockchain. Start-ups have entered a blowout mode, and the industry scale continues to expand. According to IDC data, China's blockchain industry has experienced changes from a market size of US$85 million in 2017 to an industry scale of US$561 million in 2020.

2. The number of related companies is growing rapidly

In terms of the number of companies, in 2020H1, my country provided blockchain professional technical support, products, solutions and other services, and had input or output The number of new blockchain companies reached 303, a year-on-year increase of 274.07% nationwide. As of the end of 2020, the number of blockchain-related companies in my country reached 64,062, a year-on-year increase of 52.88%.

3. Blockchain finance is the largest downstream application market

According to the disclosure of the "China Blockchain Development White Paper (2020)", as the implementation of blockchain applications accelerates, “Blockchain+” business has become an important development step for Internet backbone enterprises to enter the blockchain industry.In addition to financial business, it actively deploys applications in the Internet, traceability, supply chain & logistics, digital assets, government affairs and public services, intellectual property, law, medical and other fields. Among them, finance is the most explored field in the application scenarios of blockchain technology, with specific projects implemented in subdivided fields such as supply chain finance, trade finance, payment and settlement, and fund management.

4. The number of blockchain tenders is increasing year by year

From a year perspective, from 2016 to 2020, the number of government tenders for blockchain-related projects has been growing exponentially. , on the one hand, it benefits from the increasingly prominent application value of blockchain technology, and on the other hand, it also reflects the government’s increased demand for and emphasis on blockchain.

Industry competition status

1. Regional competition: Beijing and Guangdong have the most blockchain technology research and development-related companies

In terms of company distribution, as of the first half of 2021 , the distribution of enterprises is obviously tiered. Among them, Beijing and Guangdong rank in the first echelon with 348 and 341 blockchain development-related companies respectively, and the number of companies in Jiangsu, Shanghai, and Zhejiang reaches 164, 127, and 81 respectively.

As an important carrier for the development of blockchain industrial clusters, local governments are accelerating the construction of blockchain industrial parks. Judging from the location distribution of industrial parks, there are a large number of blockchain industrial parks in cities such as Beijing, Shanghai, Hangzhou, Guangzhou, Chongqing, Qingdao, and Changsha, forming a Bohai Rim agglomeration effect dominated by Beijing and Shandong, with Zhejiang and Shanghai , the agglomeration effect of the Yangtze River Delta dominated by Jiangsu, the agglomeration effect of the Pearl River Delta dominated by Guangdong, and the agglomeration effect of Hunan, Guizhou, and Chongqing dominated by Chongqing and Hunan. Combined with the positioning and development of the industrial park, it is based on the premise of serving enterprises to create a blockchain innovation platform and industrial highland. This positioning also provides the basis for the aggregation effect of enterprises.

2. Enterprise competition: Alibaba’s blockchain is the strongest

In March 2021, at the China Mobile Communications Federation Blockchain Professional Committee and the China Science and Technology System Reform Research Association Under the guidance of the Digital Economy Development Research Group and the Organizing Committee of China's Top 100 Blockchain Enterprises List, Chain Tower Think Tank screened and evaluated thousands of projects and enterprise lists, and finally released the 2020 China's Top 100 Blockchain Enterprises List.

In the context of the outbreak of the epidemic in 2020, the 2020 Blockchain Top 100 List has adjusted the dimensions of enterprise inspection to a certain extent to highlight the performance of outstanding blockchain companies in 2020. It is divided into five main dimensions, namely commercial operation weight accounting for 25%, technology research and development weight accounting for 20%, product application weight accounting for 30%, team composition weight accounting for 15% and marketing promotion accounting for 10%.

Industry development prospects and trend predictions

1. It is still in the introduction period

Currently, my country’s blockchain industry is in the introduction period, and the industry is showing Two main characteristics: First, large industry enterprises actively apply blockchain technology to improve their own business, but they still take trial as aMainly, the main application scenarios are also non-core businesses in the industry. For example, enterprises such as Ping An of China, China UnionPay, and Ant Financial are limited to non-core businesses in their exploration of blockchain applications; secondly, the business development of enterprises focusing on blockchain technology services is mostly in the initial stage, and their product technology systems and The business model is not mature enough, and the demand side’s understanding of blockchain needs to be improved. Blockchain has already formed some application cases in scenarios such as judicial certificate storage, government affairs management, people's livelihood services, food traceability, supply chain management, etc., but it still needs to be further optimized and improved.

The above data refers to the "China Blockchain Industry Market Foresight and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute.