Crypto’s “big picture has changed”

Written by: Haotian

解释下为何「大环境变了」？本质上，这一波 AI Agent 卷起的热潮，是对过去 Crypto 僵化系统的一次大洗牌：

从 infra 堆叠——>AI Agent 应用前置？

In the past, it took 1-3 years of hard work to "deliver" a public chain. After the Roadmap was completed and TGE was completed, it was found that the user and application ecosystem could not match the market's expected value, and many infras appeared that were out of touch with the actual market needs.

In the future, no matter what project, we will first run the AI Agent application on the chain, and let the functions, performance, and experience of the AI Agent speak for themselves to prove the technical foundation of the chain infra. Use application pre-positioning to verify market demand and avoid bringing solutions without landing applications.

From VC rounds of financing -->Community MEMEization starts?

In the past, VC capital drove the birth of super-projects. The information gap monopoly in the primary market led to an increasingly narrow profit margin in the secondary market, resulting in Western and Eastern capital not taking over each other.exchangeThere are many problems such as high FDV and continuous decline in Token listing;

In the future, the project will be built in the form of open source Public Good. In the short term, there will be no white paper, but there will be a Github open source library. There will be no roadmap, but there will be visible product applications. It will directly face secondary market financing, allowing AI Agent to manage assets independently, and use the continuous expansion of the asset pool and the continuous growth of Holder to bring greater imagination space for the project. The early Builder only needs to continue to empower the project.

From airdrops to partner building?

In the past, project ownersXiaobai NavigationA certain percentage of airdrops are usually given to users and traffic in the future. Users continue to contribute gas and time to get airdrops, but this results in either taking a single vote and making a profit and running away.WitchCommunity"Culture" will bring subsequent operational pressure to the project. Either a group of er will be PUAed by the project party for a long time, and the expectations will not be fulfilled or the project party will just run in vain. Contradictions and conflicts are inevitable, and both sides will lose;

以后项目方用 MEME 化二级方式开盘，设计适合持续增长的 Tokenomics（LP 手续费、交易税收、预留份额释放等），这个过程中社区用户即是早期投资人，又是扩大社区共识的持续共建人，基本最终陪跑能获利的基本都值得，双赢。

From CEX listing to on-chain DEX domination?

In the past, most projects had low circulation and low user base in the DEX stage. Only through Tokenomics design, continuous community reputation and growth, and resource "blending" could they obtain tickets to CEX. Under such heavy pressure, some projects would lie flat after TGE.

In the future, most projects will choose to continue building in the DEX stage, and on-chain DEX will take over most of the market liquidity. Although the on-chain prosperity will present a "chaotic era", high-quality projects will have a greater probability of "grassroots counterattack" instead of being buried under the old system's CEX discourse power. Will it gradually tend to be dominated by DEX, and CEX will only exist as a supplement to liquidity?

From the entrepreneur “not speaking human language” -> the founder “laughing and cursing”?

In the past, the market was very inward-looking, with so many projects that there was a huge gap between the top projects and the bottom projects. After the founders of the top projects became successful, they began to engage in empty talk, doing public welfare and charity, with a strong sense of halal flavor;

In the future, if project owners do not integrate with the community and do not always focus on the product front, it will be difficult for them to emerge in the market and ecology. The new market operation rules will force founders to run on the front line to "laugh, scold, and rage". Although this will also lead to doubts, a "real" Dev image is always better than a high-ranking "entrepreneur"? At least from the perspective of retail investors.

Note: The above transformation and reshuffle is not absolute, nor will it happen overnight. It is more likely to derive a mixed play style with multiple modes. There will most likely be many problems in the early stages, but in any case it is a ray of hope to break through the current rigid system.

The article comes from the Internet:Crypto’s “big picture has changed”

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