林俊杰“买虚拟地产惨遭浮亏91%” 元宇宙地产凉凉了？

今（9）日，知名歌手林俊杰“买虚拟地产浮亏91%”冲上热搜，元宇宙房地产价格暴跌，令公众视线再一次聚焦在了元宇宙“炒房”这个的领域。那么，是谁在“炒”，其暴跌背后都有哪些底层逻辑？

Today, the famous singer, Lin Junjie & ldquo; buying virtual properties lost 91 per cent & rdquao; rushing into heat and falling real estate prices in the Woncosmos again focused public attention on the Woncosmos & & & & rdquao; this area. So, who's in & & ldquo; & & rdquao; and what are the bottom logic behind the crash?

元宇宙“房产”价格“崩”了

dollar cosmos&ldquao; real estate&rdquao; price&ldquao; crash & rdquao;

近期，chatgpt疯狂出圈，国内外互联网巨头纷纷布局。然而，如今的chatgpt有多火爆，曾经的“网红”——元宇宙房产就显得有多落寞。

Recently, chhatgpt has gone out of its way, and there have been a lot of local and international Internet giants. However, today's chhatgpt is so hot, it used to be & & & & rdquao; & mdash; & mdash; and the dollar cosmopolitan real estate is so much worse.

今年以来，随着虚拟货币价格下跌、多家平台爆雷，元宇宙房产的价格也跟着“崩”了。

Since this year, as virtual currency prices have fallen and platforms have exploded, the prices of Woncos properties have followed & ldquo; crash & rdquo;

目前全球最大的元宇宙地产销售平台Decentraland的成交价中位数已从2022年的45美元跌至5美元，下跌近90%。

The current median market value of Decentraland, the world's largest metrospace real estate sales platform, dropped from $45 in 2022 to $5, or nearly 90 per cent.

此前2022年11月，林俊杰花12.3万美元在Decentraland购买的3块虚拟地产，目前价值仅为约1万美元，浮亏91%。

Earlier, in November 2022, Lim Junjie had purchased three virtual properties in Decentraland for $123,000, currently valued at only about $10,000, at a loss of 91 per cent.

什么是元宇宙“房产”？

What's a meta-cosmos & ldquao; real estate & rdquao;

自从Facebook改名为Meta——也就是元宇宙当中的“元”——之后，元宇宙这个概念就开始火热起来。

Since Facebook was renamed Meta— — i.e. & & & & & & & & & & ; in the meta-cosm, the concept of the meta-cosm started to get hot.

秉持着现实世界的逻辑，作为现实世界的刚需，“住”也延续到了元宇宙世界。

In keeping with the logic of the real world, as a necessity of the real world, & & & & & & & & & & &, also in the meta-cosmos world.

所谓元宇宙“房产”，其实就是元宇宙中的一部分虚拟空间。而在拥有这些虚拟空间或者说元宇宙“房产”后，你可以对它进行建设、装修，可以开设商场，可以用作博物馆展示虚拟藏品，当然也可以直接出租。

The so-called metaspace & ldquao; real estate & rdquao; is actually a part of virtual space in the metacosystem. And having these virtual spaces or the metaspace & & ldquao; real estate & rdquao; then you can build, renovate, open a mall that can be used as a museum to display virtual collections or, of course, rent them directly.

2021年11月，元宇宙“房产”交易出现一次爆发。有统计显示，在11月22日到28日的一周内，四个最主要的元宇宙房地产交易平台的总交易额就接近1.06亿美元。在虚拟现实平台“沙盒”上，一块由程序代码敲出来的数字土地卖出了430万美元的天价，约合人民币2740万元，价格已经赶超现实世界里很多大城市的实际住房价格了。

In November 2021, there was an outbreak of transactions in the Yuan cosmos & ldquo; real estate & rdquo; and trade. Statistics show that in the week of November 22-28, the total turnover of the four leading meso-cosmos real estate trading platforms was close to $106 million. On the virtual reality platform & & ldquo; sandbox & rdquo; and above, a digital piece of land that was knocked out by program code sold $4.3 million a day, equivalent to RMB 27.4 million, in real housing prices in many major cities in the real world.

林俊杰花78万元人民币入局

RMB 780,000

2021年11月23日，歌手林俊杰发文表示，在Decentraland上花费12.3万美元（约合78万元人民币）购买了3块土地。

On 23 November 2021, singer Lin Junjie wrote that three plots of land had been purchased on Decentraland at a cost of $123,000 (approximately RMB 780,000).

△歌手林俊杰在推特上宣布已在元宇宙里购买了虚拟土地

Lin Junjie, the singer, on Twitter, announced that he had purchased virtual land in the Wonsun universe.

同时，说唱歌手snoop dogg也涌入元宇宙买地。

At the same time, the rapper snoop dogg is also pouring into the Woncosmos to buy land.

随着个人玩家和“炒房团”不断涌入，虚拟土地销售额历史纪录接连被刷新。

With individual players and & ldquao; consummation & rdquao; and a continuous influx, the historical record of virtual land sales has been updated.

短期内，虚拟房产的价格被“炒”了起来，长期靠什么支撑呢？国泰君安资深分析师张新貌在其发布的视频中说，一套虚拟房产可以进行无数次交易，交易周期可以快到以秒计算，具备投机属性。

In the short term, the prices of virtual properties are & ldquao; they are fired & & rdquao; and what can they be sustained in the long run? In his video, Zhang Xinxin, the Senior Analyst, said that a set of virtual properties could be traded countless times, with a trading cycle fast enough to be counted in seconds and with speculative properties.

对于这一问题，清华大学新闻学院新媒体研究中心执行主任沈阳表示，虚拟房产的使用价值明显较低，更多的是一种精神满足价值。

In response to this issue, Shenyang, Executive Director of the New Media Research Centre at the University of Qinghua School of Journalism, stated that the use of virtual properties was clearly of low value and was more of a spiritual satisfaction value.

同时，沈阳指出，虚拟房产的价格主要取决于三大因素：一是元宇宙应用本身的流量；二是玩家的消费意愿，如果出现意外，房价可能在一夜之间归零，蕴含着极高的风险；三是当前国内元宇宙应用的设计大都由某个平台掌控，不具备统一的规则，也不具备“开放世界”的属性，这也意味着房价在一定程度上由平台主导。

At the same time, Shenyang pointed out that the price of virtual properties depends mainly on three main factors: first, the flow of the meta-cosm applications themselves; second, the will of the players to consume, which in the event of an accident could be zero overnight, with extremely high risks; third, the design of the current domestic meta-cosm applications is largely controlled by one platform, with no uniform rules and no “ open world & & rdquo; and attributes, which also means that house prices are to some extent dominated by the platform.

科技巨头纷纷退场

"Strong" technology giants are retreating.

近年来，随着元宇宙热度退潮，在不少科技巨头的裁员计划中，元宇宙部门首当其冲。

In recent years, the Woncosmos sector has borne the brunt of the downsizing programmes of a number of technology giants, as the heat of the Woncosmos has dwindled.

日前，迪士尼开启首轮裁员，预计裁员7000人。裁员计划的其中一部分，是裁撤元宇宙部门。

Before that, Disney started his first round of layoffs, which were expected to be 7,000. Part of the plan was to abolish the meta-cosmos sector.

据媒体报道，上个月，微软也解散了4个月前刚刚成立的工业元宇宙团队，该团队的100名成员都已被解雇。

According to media reports, last month Microsoft also disbanded the Industrial Dollar Cosmos Team, which had just been established four months earlier, and 100 of its members had been dismissed.

“元宇宙成为大厂裁员的‘第一刀’并不意外。”易观分析金融行业高级咨询顾问苏筱芮表示，元宇宙目前主要处于投入阶段，难以看到实际产出，盈利能力被外界普遍质疑，是大厂“降本增效”的主要对象。此外，元宇宙相关应用在用户当中反响平平，体验不佳、价格昂贵限制了元宇宙相关应用及设备的普及。

& & & & & & ldquo; & & & rsquo; it's no surprise that the meta-cosmos became a layoff. & & ldquo; & & & rsquo; & & & & & & & & ; & & & & & ; & &. & & & ; & & &. & & & & ; & & & & ; & & & & & ; & & & & & & ; & & & & & ; & & & & ; & & & & & & & & ; & & & & & & & & & & ; & & & & & & & & & & & & ; & & & & & & & & & & & & & & & & & & & & & & & & ; & & & & & & & & & ; ; & & & ; & & & & & & & ; & & & & & ; ; & @ & & ; & & & @ & & & & & ; @ & & @ @ @ @ @ @ @ @ @ @ @ @ @ & & @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @ @

去年年底， meta宣布将裁员超过1.1万人，这也是公司史上规模最大的一次裁员。公司还停止招聘5000个空缺职位，并取消更多低优先级项目。

At the end of last year, Meta announced that it would cut more than 11,000 people, the largest in the company’s history. The company also stopped recruiting 5,000 vacant posts and eliminating more low-priority projects.

2021年，当扎克伯格all in元宇宙，facebook改名meta时，资本市场以为属于虚拟现实的时代真的来了。但属于元宇宙的高光时刻仅仅存在了短短几个月，还没等到元宇宙成为“移动互联网的继承者”，从2021年9月开始，meta的股价一路下滑，较最高点缩水近50%。

In 2021, when Zuckerbergall in the dollar universe, Facebook changed its name to Meta, capital markets thought that the era of virtual reality had really come. But the moments of light that belonged to the meta-cosmos were only a few months away, before they became “ the successors to the mobile Internet & rdquao; and since September 2021, the share price of the meta fell all the way, nearly 50% below the peak.

元宇宙地产为何昙花一现？

What happened to the cosmos?

谈及元宇宙虚拟地产的暴跌原因，有分析人士指出，“主要是全球加密资产的崩盘，而元宇宙的虚拟财产与加密市场紧密相连。”

Commenting on the causes of the collapse of virtual real estate in the meta-coastal, analysts pointed out that “ mainly the crash of global encryption assets, the virtual property of the meta-coastal is closely connected to the encryption market. & rdquo;

事实上，除了所谓加密资产的崩盘、热点转移、游资离场等主要因素，虚拟地产价格暴跌的背后折射出的是——当前元宇宙发展仍处于早期阶段，商业化落地、虚拟地产应用场景严重不足，基于虚拟地产开发的游戏体验不佳。

In fact, in addition to major factors such as so-called cryptographic asset crashes, hot-spot transfers, and drifting away, it is — &mdash, behind the collapse of virtual property prices; the current development of the meta-cosmos is still at an early stage, commercialization, virtual real estate applications are seriously inadequate, and games based on virtual property development have had poor experience.

元宇宙“炒房”的核心在于虚拟空间自身的价值而不是地块的价值，这是基于元宇宙产业化所带来全新商业模式的价值。还是要等待元宇宙技术发展到一定程度，实现产业化落地，才能使虚拟地产进入到更加良性的发展轨道。

The core is the value of the virtual space itself, not the value of the plot, which is based on the value of a new business model brought about by the industrialization of the meta-cosmos. Or will it be necessary to wait for the technology of the meta-cosmos to develop to a certain extent and to be industrialized in order to put the virtual property on a more benign path to development?

在中泰资本董事王东伟看来，单纯从项目去看，虚拟土地意识太过超前，落地需要太长的周期。

In the view of Mid-Thai Capital Director Wang Dongwei, from the project alone, virtual land awareness is too advanced and landing requires too long a cycle.

“一个时代的到来，都有一个共同性，就是会解决很多生活问题，或者说是需要提高生活效率或者工作效率。比如电话、电脑、手机、互联网、移动互联网、电商等，每个时代都有杰出的代表。元宇宙的确有很大的想象空间，但现在炒的基本都是伪概念。”

& ldquo; there is a commonality in the advent of an era that solves many life problems, or needs to be made more efficient or more efficient. Every time, for example, telephones, computers, cell phones, the Internet, mobile Internet, electric power providers, etc., is well represented. The meta-cosmos does have a lot of imagination, but now it's basically a hypocritical concept.

更进一步，从底层逻辑来看，所谓的元宇宙平台上的虚拟房产，本质上是nft。nft是基于区块链技术发行的数字资产，由于其产权归属、交易流转都被记录并且不可以被篡改，因此每块地产都具有“独一性”。像是在decentraland中，平台共设计了9万个地块，并且未来不会再新增，以此确保土地的“稀缺性”。

Further, from the bottom logic, the virtual property on the so-called meta-cosmos platform is essentially nft. Nft is a digital asset issued on the basis of block-chain technology, and each property has & ldquo; unique & rdquao; because it is owned, traded and cannot be tampered with. For example, in Decentraland, the platform has designed a total of 90,000 plots and will not be added in the future to ensure & ldquao; scarce & rdquao;

但这种“独一性”与“稀缺性”，某种情况上是与现实的实体经济“脱节”的。质疑的声音也从未断绝：“现实世界中，房地产是有价值的，因为土地是一种稀缺资源。然而这种稀缺性并不一定适用于元宇宙。因为在这些虚拟世界中，你可以修建无限的房产。”

But this & ldquo; unique & & rdquao; and & & & rdquao; scarce & rdquao; & & ldquao; and, in some cases, the real economy & & & & & & ;. The question never stops: & & & & & & rdquao; real estate is valuable in the real world, because land is a scarce resource. But this scarcity does not necessarily apply to metaco. Because in these virtual world you can build unlimited properties. & & rdquao;

在中国政法大学区块链金融法治研究中心主任胡继晔看来，元宇宙是对现实社会的模拟，它不能脱离现实而存在。“此前国外特别是韩国特别火的元宇宙虚拟地产炒作，现在价格暴跌，重要原因之一就是虚拟地产炒作完全脱离实体经济，沦为概念和预期的炒作。所以，元宇宙的发展一定要有结合实体经济的应用场景。”

According to Hu Jijing, Director of the Centre for Research on the Rule of Law in the Block Chain of the University of China, the Yuan cosmos is a simulation of the real world, and it cannot exist in isolation from reality. & ldquo; a major reason why the virtual cosmopolitan virtual real estate campaign, which had previously been carried out abroad, particularly in Korea, has now fallen sharply, is that virtual real estate coiling has become a complete separation from the real economy and has become conceptual and expected. So, the development of the Yuan cosmos must have an application that combines the real economy. & rdquo;

上游新闻综合自：中国证券报、每日经济新闻、中新经纬

Upstream news from: China Securities, Daily Economic News, Middle and New Latitude