The global meta from the perspective of five major global companies

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五大国际投行眼中的元宇宙

The Meta Universe is hot this year. Several large companies have announced that they will enter the meta-world to recreate the virtual world and increase the value of products. So how does Metaverse, the smartest company in the world, think about it?

Morgan Stanley: Metaverse is the next big point.

Morgan Stanley, also known as "Damo" in the industry, is a global financial services company based in New York, United States. Morgan Stanley now has offices in more than 1,300 cities in 42 countries around the world, employing more than 60,000 people, and consumers including businesses, governments, businesses and individuals. As of December 31, 2020, assets under management were $ 1.1 trillion.

Morgan Stanley believes Metaverse-related activities will account for the majority of their investments over the next several years. In a research report released Nov. 16, Morgan Stanley predicts that metasites will account for the majority of investments over the next several years. The metaverse can change the way we interact with others and can become the next generation of social media, streaming media, and gaming platforms. People can also learn and invest in digital resources such as NFTs. Morgan Stanley estimates that the luxury NFT market will reach $ 56 billion by 2030. With the availability of the metauniverse, demand is also expected to increase rapidly.

Morgan Stanley also estimated the Meta Universe's market potential to be $ 8 trillion. Brian Nowak, CEO of Morgan Stanley, told Forbes: “Like our current digital platform, we hope that Metaverse will be used as a platform for virtual / future marketing and e-commerce. -Commercial.

Brian Nowak said Morgan Stanley is very excited about Meta due to the continued expansion of core business growth and strong cash flow. Today, Morgan Stanley has invested thousands of dollars to create the next generation of high potential relationships. feelings, energy.

Morgan Stanley is also prioritizing Roblox, Metaverse's leading products and services company, with 47 million users today, which it says will improve the quality of Metaverse's advertising and e-commerce. We're also proud of Unity software, the most widely used engine in the gaming industry, and we believe this engine can help us create content for the meta world.

Morgan Stanley analyst Edward Stanley said that by 2030 the NFT market will reach $ 240 billion. At that time, luxury digital assets will represent around 8% of this market. He said: The demand for virtual goods such as digital fashion and luxury will increase over the next few years as more and more human lives move to the internet.

Edward Stanley explains that Web 1.0 connects people and information, Web 2.0 represents the resilience of relationships, and Web 3.0 is one of the most meta-global for personal avatars. These human avatars provide a great opportunity for luxury as they can be customized for style and dress.

Bank of America: Meta Universe Will Create Great Opportunities For Blockchain Technology

Bank of America (BOA) is the second largest corporation (or investment bank) in the United States by assets after JPMorgan Chase. Bank of America has approximately 5,600 branches in more than 150 countries around the world. Bank of America is the second largest bank in the United States.

Bank of America analyst Haim Israel told Insider the transition is a big time and crypto will need to be widely used in the future. Israel is the Managing Director and Global Specialist of the Research Department, as well as the Director of Global Research at Bank of America Merrill Lynch.

五大国际投行眼中的元宇宙

Hated Israel

Source: Financial news

However, in an interview, he said that due to too many changes, the cryptocurrency system will not be the leader in the future, and some kind of stable coin should be the leader. He also said that if crypto was widely used in the metaverse, existing payment companies would be more interested in crypto.

Haim Israel believes the metaverse will create a favorable time for blockchain technology. It will also lead to widespread use of digital assets in the financial sector.

Bank of America itself is also very excited about the future development of the Metaverse and identifies the Metaverse as one of 14 technologies that could impact people's lives. According to a Bank of America report, "The meta-world will include countless interconnected virtual worlds and will be connected to our real world. The meta-world will become a stable business model that includes employment, recreation and entertainment, finance, distribution, various industries and industries, such as education and health, will see changes, ”he said.

Bank of America believes the Metaverse will become more popular with young people, especially Gen Z, and will become more popular with other age groups as well. Gen Z will speed up the use of the Metaverse, add more context to the virtual world, and play an important role in the Metaverse industry in the long run. “There are already many media developers involved in the 3D experience, including services such as Movies and TV (Disney), Sports (ESPN), Music, streaming platforms (Netflix, Netflix) and newspapers (The New York Times) Immersive front seat at sporting events, concerts or concerts is a great opportunity to market and improve your business. Know the status quo. The improvements allowed more users to pay for Metaverse. Now, Metaverse Cons if you don't have enough knowledge.

In college, any school can create a virtual school. The number of students in a virtual school may increase. Astronomy students can experience intergalactic collisions in the virtual world, and art history students can see the Sistine Chapel. In terms of medicine and telemedicine, the Meta Universe can be used to create new medical services. The demand for digital healthcare solutions has increased and new technologies have played a role in keeping the flames alive in this regard. The same goes for e-commerce. The new virus has doubled the profile of e-commerce. Bank of America believes Metaverse will attract more consumers to the virtual world.

Bernstein Investment: small companies struggle to compete with large ones

Bernstein (Alliance Bernstein Holding L.P.) is a global financial management firm providing investment management and research services to businesses, high-end corporations and global investors. Headquartered in Nashville, Tennessee, the company has offices around the world. As of April 25, 2021, assets under management are estimated at $ 686 billion.

Bernstein believed, at least for now, that the metamonde world was the engine of evolution, not revolution. Some meta-space-related devices have already been configured. The Meta's Quest VR headset (in fact, Oculus Quest 2 has benefited from it as well), Microsoft's HoloLens, and other gadgets provide a bridge to the meta world.

Other technologies using metaverse technologies include communications, semiconductors, hardware, network-based services (NaaS), applications and operations, and Amazon, Apple, Google, Microsoft, Nvidia, Qualcomm, Tencent and others are working in these areas. work quietly. Construction of the meta world. Bernstein believes consumers and businesses will eventually gain access to the technology, and it is likely that some of them will lead the way in this transition.

Bernstein also said that it is difficult for SMEs to gain a foothold in the meta world. With new technology and demand, it can be difficult for small businesses to compete widely with high-tech companies. For example, Apple's years of investing in augmented reality (AR / VR), consumer intelligence, and reputation can pay off in some ways.

Jefferies: The Meta-World Will Destroy Human Life

Jefferies Group LLC, headquartered in New York, United States, is a global trading company. We have offices in 25 locations around the world, including New York, Los Angeles, San Francisco, London, Dubai, Hong Kong and Tokyo. By 2020, assets under management will reach $ 53 billion.

Investors need to be prepared for the metaverse that will cause the biggest setback in history, says Jeffrey Investment Bank. Buyers are likely to call whatever seems appropriate, if there are only a few.

Wall Street's interest in the metaverse is growing day by day. But investing is difficult because organizations have to predict what it will look like. Jefferies said the metaverse will be the biggest change in our way of life, as Wall Street bankers have gone mad about the concept of the virtual world and the economy.

Analysts led by Jefferies forensic judge Simon Powell wrote in the report: It could take more than 10 years to develop and develop a metaverse. But with improvement, it can destroy almost anything in human life. The epidemic is spreading rapidly with the advent of technology, and the transition to the online world will continue.

Simon Powell said entrepreneurs should focus on the tools needed to create the internet meta-world first, then look at the software that will hold it and focus on the market that will affect them well.

Some global meta allow people to obtain cryptocurrencies and trade NFTs. Decentraland's virtual land sales are booming, and most importantly, Sandbox plans to sell for $ 4.3 million.

“It can change the way we connect with others, watch music, interact with fashion genres, and learn and predict digital devices like NFTs or game skins,” Wall Street analysts said. . However, it is not yet clear how the metaverse form will be used, and this uncertainty will make it difficult for investors to invest.

Many people don't believe in the Metaverse, but existing technology or commercial products like Metaverse, such as virtual reality headsets, have become a bummer. Since a few products have been developed, Raj Gokal, founder of Solana (a blockchain platform that supports Ethereum), thinks Metaverse is an exaggerated concept.

But Jefferies analysts say the game will be the biggest winner in the industry over the next few years as more Gen Z and Millennials start playing the sandbox platform game. , like Roblox. Jefferies believes blockchain technology will play an important role in the exchange, so it's worth paying for crypto companies like Coinbase.

Digital Asset Investment Bank Grayscale: Meta Universe May Reach $ 1,000 Billion in Revenue

Greyscale Investments was established in January 2013. Grayscale Investments is now an investment bank in the digital assets industry. As of September 1, 2021, assets under management were $ 44 billion. Grayscale Investments believes digital advantages will transform the entire modern economy, politics and society.

Grayscale Investment announced a statement titled “THE METAVERSE: Web 3.0 Virtual Cloud Economy” in January 2021. The point of the report is that Greyscale believes Metaverse has become a trillion dollar company.

五大国际投行眼中的元宇宙

Grayscale's Metaverse Report

Source: official website in grayscale

Major Investments have noted that the opportunities in the Meta Universe extend far beyond the park and also include areas such as advertising, digital games, community businesses, and hardware.

五大国际投行眼中的元宇宙

Future composition of the meta edge market

Source: Grayscale Metaverse Report

The report estimates that the global meta will include the following:

Payment network: The metasite company can use its own digital assets, such as MANA, or the benefits of a single-layer cryptocurrency cloud industry, such as ETHereum (ETH)).

· Decentralized Finance: An exchange that allows users to trade in-game products, and the lending facility allows users to borrow money in a virtual domain.

· NFT Rewards: Players can buy NFTs from other developers and take them to another virtual world to display or sell.

Fair governance: A law allows centralized companies to regain control of digital commerce and allows users around the world to make informed decisions about the shared virtual space.

Decentralized Cloud: Data storage solutions like Filecoin provide efficient solutions for storing data in the Web 3.0 meta-universe world, while services like Livepeer share video transcoding for virtual world infrastructure. .

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