Since the advent of the concept of “meta universe”, the heat has remained high.
Red Star capital Bureau noted that the daily limit of A-Shares today (December 13) was almost dominated by the concept of meta universe. As of the closing, there were 4 stocks with 20cm trading limit, 6 stocks with 10cm trading limit, and Meisheng Cultural & Creative Corp.Ltd(002699) (002699. SZ) was four consecutive trading limits.
In terms of news, on the one hand, baidu (09888. HK; BIDU. US) announced that it would release the meta universe product “xirang” on December 27, and the entry of Internet giants gave investors confidence; On the other hand, the news that the “real estate speculation group” entered the yuan universe recently triggered a heated discussion. Some industry leaders threw 32 million yuan to buy a virtual land, and even singer Lin Junjie bought a virtual land.
Not only that, Yuan universe training has also become a good business to make money. The income of some institutions selling yuan universe online courses has exceeded 3 million yuan.
Some people think that the meta universe and virtual land are the new wealth password, others doubt that it is cutting leeks, and many people say in ignorance: I have already started selling houses without knowing what the meta universe is? on December 9, the people’s daily also commented on the real estate speculation fever set off by the yuan universe, “this is a gradual development process, from virtual to real, from visible to touch, there is still a long way to go. You might as well think calmly and guard against the risk of heat to scald.”
Internet giants have joined
yuan universe concept full screen limit
On December 13, the concept of meta universe continued to rise, and individual stocks set off a trading tide. Data show that the total market value of the yuan universe plate is nearly 1.46 trillion yuan.
As of the closing, Hengxin Shambala Culture Co.Ltd(300081) (300081. SZ), Bizconf Telecom Co.Ltd(300578) (300578. SZ), Beijing Fengshangshiji Culture Media Co.Ltd(300860) (300860. SZ), Shenzhen L&A Design Holding Limited(300949) (300949. SZ) had a strong trading limit of 20cm; 10cm limit of 6 stocks such as Meisheng Cultural & Creative Corp.Ltd(002699) , Inmyshow Digital Technology (Group) Co.Ltd(600556) (600556. SH), Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) (603466. SH), Shanghai Luoman Lighting Technologies Inc(605289) (605289. SH); Bluefocus Intelligent Communications Group Co.Ltd(300058) (300058. SZ) and Wondershare Technology Group Co.Ltd(300624) (300624. SZ) rose by more than 14%. Meisheng Cultural & Creative Corp.Ltd(002699) has four consecutive trading boards.
Yuan universe concept stocks are sought after by funds, which comes from the continuous good news in the near future.
On December 10, Baidu announced that it would release the meta universe product “xirang” on December 27, creating a multi person interactive space spanning virtual and reality.
On December 6, according to media reports, station B (i.e. BiliBili, 09626. HK; Bili. US) is testing the “high-energy chain” of meta universe related business, and has launched the block browser tool to query the information on the chain. It is reported that there are three application scenarios of station B high-energy chain, namely “digital collection” (i.e. NFT), “digital identity” and “digital world”.
On November 18, Inmyshow Digital Technology (Group) Co.Ltd(600556) launched rainbow universe. The official account signed by Li Meng, the chairman of WeChat public, said: “the rainbow universe developed by the company is a 3D virtual social product based on block chain technology.” On November 18 and 19, Inmyshow Digital Technology (Group) Co.Ltd(600556) share price rose for two consecutive trading days, which attracted the regulatory warning of Shanghai Stock Exchange.
According to the prediction of securities companies, by 2025, Yuan universe will have a total market space of about 340-640 billion yuan in the fields of social networking, games, short video and mobile office, which will bring broad growth space to the whole society by 2030.
In addition, with the popularity of the concept of meta universe, the “real estate” transaction of meta universe has also become popular, and the price has repeatedly reached new highs.
32 million yuan for a piece of land
“real estate speculation fever” swept the yuan universe
In 2021, known as the “first year of the meta universe”, roblox, the “first stock of the meta universe”, landed on NASDAQ in March and rose sharply; In October, Facebook was renamed meta, the first four letters of metaverse. According to tianyancha data, as of December 9, China’s “yuanuniverse” trademark had applied for registration 7882 times.
Yuancosmos has not only become a “must fight place” for Internet leaders, but also a real estate speculation fever has swept yuancosmos. The land on the virtual world platforms decentraland and sandbox has been sold at sky high prices.
On November 23, on decentraland, a piece of digital land of about 565.8 square meters was sold at the price of US $2.43 million (about RMB 15.52 million), setting a new price record for virtual real estate.
However, this record did not last long. On November 30, a piece of virtual land on the virtual world platform sandbox was sold for $4.3 million (about 27.39 million yuan).
On December 9, set a new record again. Zheng Zhigang, Hong Kong real estate giant and CEO of Shanghai New World Co.Ltd(600628) development (00017. HK) group, purchased one of the largest digital plots in sandbox. According to informed sources, Zheng Zhigang’s investment in this virtual land is about US $5 million (about 32 million yuan).
Singer Lin Junjie also exposed the three pieces of land he bought in decentraland on the social platform.
real estate in the “meta universe”
What the hell is ?
In fact, the virtual land transaction of decentraland and sandbox is not a new concept.
Red Star capital noted that decentraland and sandbox are online games based on NFT (non homogeneous token, the only cryptocurrency token used to represent digital assets). Before the rise of the concept of meta universe, such games were called “chain Games”.
In terms of playing method, decentraland and sandbox are no different from other sand table games. After registering an account, players can create a virtual image and obtain a more real game experience by combining VR, AR and other devices. Players can buy and sell virtual goods in the game, establish their own homes, operate shops, collect works of art, hold exhibitions, etc. real estate is also one of the virtual goods.
Different from other online games, the content data of other games are stored in the server of the game company. If the company goes bankrupt or changes the rules, the user’s game data may disappear. The game content of NFT completely belongs to the players themselves. ARI meilich, the project leader of decentraland, once introduced that no one can delete the content uploaded by users, including the government and ourselves.
The “immutability” of the blockchain has laid the foundation for transactions, and transactions are conducted with virtual currency. Taking decentraland as an example, its transaction token is mana currency. At present, 1mana currency is about US $3.6 (about 23 yuan).
As early as 2018, the land transaction price on decentraland reached US $180000. At that time, Esteban ordano, founder of decentraland, said: “we now have an economic scale of tens of millions of dollars, and we hope to expand to at least billions of dollars.”
Red Star capital Bureau browsed the decentraland market and found that, similar to the reality, the real estate price in decentraland is also related to the area and location. One piece of real estate with an area of 32 around Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) square (Note: one piece of land in decentraland is equivalent to 52.5 square feet, about 4.87 square meters) is sold for 250000 mana, about 5.75 million yuan.
It is not difficult to see that the transaction chain is “general currency – virtual currency – virtual assets – virtual currency – general currency”. The essence is not much different from spending money to buy limited equipment and then sell it in online games. and the virtual currency appreciates, and the virtual land under the user name may not appreciate; But the virtual currency devalues, and the virtual land must depreciate.
The rainbow universe of Inmyshow Digital Technology (Group) Co.Ltd(600556) has also liberalized the virtual real estate transaction. Although there is no cryptocurrency support of NFT games, the real estate transaction of rainbow universe has been launched on the second-hand trading platform.
on November 25 this year, People.Cn Co.Ltd(603000) issued a document pointing out that NFT has risks such as speculation, money laundering and financial products. We should be cautious about NFT investment and be vigilant against the financial scam of “beating drums and spreading flowers”.
is virtual real estate the wealth password?
expert: cut leek
The investment heat is rising, and many netizens also hope to make profits through yuan universe real estate speculation. Someone asked on Zhihu: if you don’t buy the land of the universe now, will you regret it ten years later?
The dispute over virtual real estate has also lasted for many years. David Gerard, the author of attack of the 50 foot blockchain, believes that investing in the land on decentraland is “the most risky investment in the world”.
In view of the current yuan universe real estate speculation fever, Shen Yi, a professor at Fudan University, commented in an exclusive interview column: “burn more money and cut leeks.”
Shen Yi believes that the heat of the yuan universe is likely to result in a similar “tulip bubble”. The construction process of the yuan universe should return to reason. Sovereign states will not allow the right of seigniorage to fall into the hands of non state actors.
“Of course, the technical realization form of the monetary system will have the characteristics of the times; however, everyone’s trust in money is still focused on sovereign entities, and has a strong historical inertia. Some things are cultural and conceptual. For example, gold is still a symbol of wealth.”
Shen Yi said: “the most important function of money is to serve as a symbol of wealth in addition to the means of circulation. When will virtual money become wealth? That is, people are not willing to trade digital money in the market, but are willing to hold it and store it in banks. At present, even in (virtual money) In the most liberal United States, digital currency is also defined as an investment object. The investment object means that you are interested in the increase or decrease of wealth caused by its price fluctuation. You will buy at a low price and sell at a high price in exchange for dollars. It is just a trading symbol based on agreement. ”
Shen Yi believes that there is an essential difference between electronic transaction vouchers and digital wealth symbols. The essence of digital dollar or digital RMB is the digital form of sovereign credit currency, which is different from “the code made by a commercial company based on a mathematical formula”.
“You can look ahead. Maybe one day, all sovereign currencies in the world will be digitized and you can use them more conveniently on the Internet.” Shen Yi said.
On December 9, the people’s daily also commented on the real estate speculation fever caused by yuancosmos, “people’s Daily Comments on yuancosmos real estate speculation: prevention of the risk of scalding”. The article points out that buying land, buying houses, buying materials, doing decoration, appreciation, and then selling… The process of virtual real estate trading is roughly the same as that of real-life real estate trading, except for different spaces and scenes. however, whether it is speculation or investment, whether it is a bubble or a draught, a speculation or a trend, we still need to ask a big question mark.
“This is a gradual development process, from virtual to real, from seeing to touching, and there is still a long distance. You might as well think calmly and carefully prevent the risk of heat to scald.” The article said.
there are institutions selling yuan universe online classes
has earned more than 3 million
Someone must see here and still know a little about virtual real estate or meta universe. As everyone knows, training others on “what the meta universe is” has become a good business to make money.
Red Star capital Bureau previously reported that market demand has spawned a number of Yuan universe online training courses, and some paid courses earn a lot of money. On the get app, the price of the online course “Yuan universe 12 lectures” is 49 get Bei (1 get Bei = 1 yuan). As of 13:00 on December 13, 67494 people had joined the online course. Regardless of discounts, the total revenue of the online course exceeds 3.3 million yuan.
In addition, an online screenshot shows that the online course “the first lesson of the meta universe” has 370 new users per day, thousands of active users per day, 7292 cumulative users and 2673 cumulative paying users; The daily income exceeds 90000 yuan, and the cumulative income is more than 1.5 million yuan. Online transmission of background data of the first lesson of the meta universe
From the screenshot content, this page is the background template of the Knowledge Service SaaS platform “gossips”. The Red Star capital Bureau contacted gossips. The other party said that there was indeed “the first lesson of the meta universe” using his family’s platform, and it was really possible to see the number and income of users through gossips. However, Gosling only provides technology. The online class generates a QR code, and the merchants find their own channels to spread. As for the specific income of the course, only businesses can see it.
Metauniverse related books have also achieved good sales results on the e-commerce platform. The search of Red Star capital Bureau found that the “yuancosmos” and “yuancosmos pass” package (full 2 volumes) received more than 20000 comments on JD. In addition, some up masters launched meta universe popular science videos on platforms such as station B, which also harvested a lot of traffic.
It can be said that it is not clear whether yuan universe makes money or not. Yuan universe training has made money. Many people shouted, “to be rich, rely on the tuyere”, “whether the yuan universe is the future or not, cut the leek.”
However, pan Helin, executive director of the Digital Economy Research Institute of Central South University of economics and law, told the Red Star capital bureau that the yuan universe is a capital feast, without professionals and experts. This is a typical way of playing the Internet in the last two decades. People with block chain training also believe that the yuan universe is still in the storytelling stage. There is no new concept of reality support. It may only lead to a bubble in a short period of time, and eventually leave a chicken feather.
According to Wen Wei Po, Professor Zhang Cheng, head of the Department of information management and information systems at the school of management of Fudan University, believes that it is now in an era of continuous evolution of meta universe related technologies. In the future, the quantitative change of technology may lead to qualitative change. If the virtual reality can be perfectly integrated in the future, it is the world of the meta universe. However, the current meta universe has not really appeared subversive products and business models, and relevant technologies are still on the conventional development track. “This field is worth looking forward to in the long term, but we should remain rational in the short term.”
(Red Star capital Bureau)
