区块链时代多边平台竞争中的兼容策略研究  

Research on Compatibility Strategy of Multi-Sided Platform Competition in Blockchain Era

作　　者：张紫琼[1] 王博文 刘森[2] 潘大鹏 ZHANG Ziqiong;WANG Bowen;LIU Sen;PAN Dapeng(School of Management,Harbin Institute of Technology,Harbin 150001,China;School of Logistics and Management Engineering,Yunnan University of Finance and Economics,Kunming 650221,China;Research Center of Cyber Science and Technology,Hangzhou Innovation Institute,Beihang University,Hangzhou 310000,China;Research Centre for Digital Innovation and Global Value Chain Upgrading,Zhejiang Gongshang University,Hangzhou 310000,China)

机构地区：[1]哈尔滨工业大学经济与管理学院,黑龙江哈尔滨150001 [2]云南财经大学物流与管理工程学院,云南昆明650221 [3]北京航空航天大学杭州创新研究院网络空间安全研究中心,浙江杭州310000 [4]浙江工商大学数字创新与全球价值链升级研究中心,浙江杭州310000

出　　处：《工程管理科技前沿》2024年第2期20-28,共9页Frontiers of Science and Technology of Engineering Management

基　　金：国家自然科学基金资助项目(72131005,72171062,71862035);云南省基础研究计划重点资助项目(202401A.S070020)。

摘　　要：在区块链时代,分布式应用(DApp)行业出现了爆发式成长。市场中出现的新型多边平台结构及区块链网络独特的完全开放环境,使得区块链时代的多边平台竞争出现了更加复杂的决策问题,其中兼容策略起着至关重要的作用。本文聚焦于兼容策略动态选择这一关键问题,以ETH和EOS为例,构建博弈论模型分析了区块链多边平台不同生命周期竞争中的兼容决策过程,讨论了市场规模、平台规模差距及市场竞争强度对平台利润的影响,选取两平台上运行的DApp“加密猫”和“区块链萌宠”作为案例进行了数值分析。本文研究结果对区块链多边平台竞争中的兼容策略制定具有重要的指导意义。With the explosive growth of the distributed application(DApp)industry,the multi-sided platform business model has become an important part of the digital economy system.The multi-sided platform structure,where groups such as DApp developers,DApp users,token users,and miners collaborate within the blockchain network,make the competition issues among blockchain multi-sided platforms more complex.The emergence of a new multi-sided platform structure in the market and the unique,completely open environment of the blockchain network make the multi-sided platform competition in the blockchain era more complex,giving rise to decision-making problems in which the compatibility strategy plays a crucial role.This paper focuses on the key problem of dynamic selection of compatibility strategy,choosing ETH and EOS as the research objects,constructs a game model to analyze the compatibility decision-making process in the competition of different life cycles of blockchain multi-sided platforms,which has important theoretical and practical significance.This paper constructs a game model describing the competition relationship between ETH and EOS,and obtains the payment matrix of the compatibility game by analyzing the equilibrium states under four scenarios:mutually incompatible,two-way compatible,ETH one-way compatible,and EOS one-way compatible.Then,it derives the optimal compatibility strategy.Simultaneously,the paper takes the DApps“Crypto Kitties”and“Blockchain Cuties”competing on the two platforms as cases for numerical analysis to verify the effectiveness of the model.This paper finds that when the blockchain platforms aim to maximize profits,the optimal strategy for the ETH platform is an incompatible strategy;the optimal strategy for the EoS platform is related to the platform size gap,choosing a compatible strategy when the gap is large,and an incompatible strategy when the gap is small.When the goal is to maximize the number of DApp developers,both platforms'optimal strategies are incompatible.Therefore,the

关 键 词：区块链 分布式应用 博弈论 行业生命周期 兼容策略 

分 类 号：F224.32[经济管理—国民经济]