Deepening Understanding of Web3.0: Interpreting the Investment Logic of the New Internet Era

Since the development of the internet, it has evolved through multiple versions. From Web1.0, which displayed static information, to Web2.0, where users could interact, and now to the emerging Web3.0, each generation has brought significant technological and business model transformations. However, the current market is flooded with projects claiming to be “Web3.0,” making it difficult for many investors to distinguish genuine from fake, and even leading to scams. This article will fundamentally analyze the connotations, development logic, and investment opportunities brought by Web3.0.

The Essence of Web3.0: User Control Returns

Web3.0 is not a suddenly emerging concept. As early as 2006, the father of the internet, Tim Berners-Lee, envisioned a blueprint for Web3.0—allowing users to truly own their data. In 2014, Gavin Wood, co-founder of Ethereum, further deepened this understanding, believing that Web3.0 should possess features such as anti-censorship, anti-monopoly, low barriers, and reliable guarantees.

At its core, Web3.0 is the third-generation internet architecture based on blockchain technology. Compared to the centralized control of the previous two generations, Web3.0 empowers users with ownership, usage rights, and control over their data through distributed technologies. This shift is not only a technological upgrade but also a fundamental reshaping of internet power structures.

Because it is built on blockchain, Web3.0 naturally inherits all its features: decentralized architecture, tamper-proof data, traceable transactions, transparent information, permissionless mechanisms, and trustless operation.

Why is Web3.0 Needed? Solutions to Real-World Dilemmas

Imagine a content creator with millions of followers on social platforms. Daily content posting, attracting interactions, and monetizing through ads seem to be mutually beneficial. But behind this, there are unspeakable problems:

• Does the copyright of content ultimately belong to the creator or the platform?
• How should advertising revenue be fairly distributed?
• Will personal privacy data be misused or leaked?
• If the platform experiences failure or attack, how are user assets protected?

These issues were common in the Web2.0 era but rarely truly solved. The mission of Web3.0 is to achieve data security, user privacy protection, and property control through innovative technologies like blockchain and smart contracts.

In short, Web3.0 aims to dismantle the monopoly of third-party intermediaries and fully restore the rights and interests originally belonging to users. If this goal is not achieved, users will lose interest due to benefits being compromised, platforms will be unable to sustain growth, and a double-loss situation will ensue.

Evolution Comparison of the Three Internet Generations

The three stages of internet development show clear differences across multiple dimensions:

Core Components of the Web3.0 Ecosystem

Blockchain is the technological foundation of Web3.0, but the application ecosystem extends far beyond. Concepts like cryptocurrencies, NFTs, metaverse, and DeFi complement Web3.0:

• Cryptocurrencies: Serve as the value medium within the ecosystem, incentivizing user participation and contribution
• NFTs: Ensure ownership and scarcity of digital assets
• Metaverse: Provides immersive Web3.0 application scenarios
• DeFi: Enables decentralized financial services

Fundamentally, Web3.0 achieves control transfer through blockchain technology at the technical level, and secures value through encrypted assets and NFTs at the economic level. Both are indispensable, forming a complete Web3.0 ecosystem.

Opportunities and Choices in Web3.0 Investment Tracks

According to market data, the total market cap of the Web3.0 sector is about $23 billion, accounting for 2.18% of the global crypto assets, ranking 59th among many tracks. Currently, there are over 200 related projects.

Among many options, Polkadot (DOT), Chainlink (LINK), Filecoin (FIL), ApeCoin (APE) are relatively representative, each focusing on solving key needs such as infrastructure, oracles, and distributed storage for Web3.0.

Faced with a mixture of genuine and questionable projects, investors should focus on the following factors:

1. Actual progress rather than hype—prioritize projects that have produced tangible results
2. Addressing real needs—identify projects targeting genuine Web3.0 problems
3. Building a moat—assess the project’s technological barriers and first-mover advantages

Projects with these features tend to resist downturns in bear markets and are more likely to rally in bull markets.

Market Outlook for Web3.0 Investment

Although the concept of Web3.0 was proposed relatively recently, its large-scale development has only truly begun in the past two years. The current market size is small, which is not surprising. Some believe that the Web3.0 field may contain bubbles, similar to the early fluctuations in AI development—short-term enthusiasm driven by capital, followed by cooling-off. However, this does not stem from false demand or superficial prosperity.

Web3.0 aims to address the long-standing real problems of the internet: user data ownership, privacy leaks, and lack of property control. Although current achievements in the field have not yet met expectations, its future value and development prospects remain promising.

For investors optimistic about Web3.0, allocating part of their funds for strategic deployment in Web3.0 investments is a rational choice. The key is to select projects with genuine technical accumulation and practical problem-solving capabilities, rather than blindly following hype.