Why did DeSci suddenly become popular? How can ordinary people seize the wealth opportunities behind DeSci? Are there any pitfalls?


In his first speech after being released from prison, CZ said that one of his investment directions is the biotechnology field. On November 8, Binance completed strategic financing for BIO Protocol. On November 13, CZ tweeted again, saying that he was studying at a small DeSci entrepreneur gathering, and inadvertently revealed a photo with Vitalik. At the same time, Silicon Valley giant A16z also led the investment in the DeSci project AmionChain. The solid investment of top venture capital and the endorsement of celebrities in various circles finally made the hype wind blow to DeSci.

1. What is the development prospect of DeSci?


As an innovative sector in this round, the DeSci track is currently facing many doubts. For example, the entire track remains at the stage of hyping meme. Can it achieve results? For example, how to solve the problem of research efficiency, and most importantly, how to deal with regulatory issues, etc. Referring to history, we found that each track needs to go through these doubts in the early stages of development, such as the previous DeFi and GameFi. The increase in doubts also reflects the increase in exposure, which is a good thing for the development of the track. In the long run, the DeSci track does have a grand vision and has shown some potential to promote scientific research reforms. In the short term, there is hype, so it is still worth learning more about. Next, let's take a look at the development prospects of DeSci.

1. Solve the problem of scientific research funding

The main challenge of traditional scientific research is funding, because scientific research projects require hundreds of millions of dollars and last a long time. The source is usually government grants or corporate funding, but government grants are often monopolized by large projects, and the application process is complicated and lengthy, resulting in many small teams and start-up researchers not being able to get research funding. The emergence of DeSci has solved this problem very well. It can transfer hot money from the currency circle to the field of scientific research, greatly improving the utilization rate of scientific research resources. The DeSci meme that has been popular during this period has focused market attention very well, and even led to the increase in the sector's VC coins. VitaDAO's token $vita has risen more than 4 times since the beginning of November.

2. Accelerate the democratization of science

This includes not only DeSci promoting the sharing of scientific research data, but also delegating the power of scientific research to more ordinary people. In the past, DeSci projects were often social currencies in the circle of bigwigs, which were difficult for ordinary people to access, and they could not understand them even if they saw them for a short time. Therefore, although many projects in the DeSci sector had issued coins as early as 2021, most people had never heard of them. Pump.Science, which appeared in this round, provides a new direction for participating in DeSci. He introduced meme coins to incentivize drug research. The specific gameplay is as follows: researchers can submit drug research proposals on Pump.science, and Pump.science will issue meme coins representing drugs. Retail investors can trade directly. When the market value reaches 10,000 US dollars, the medical research organization ORA Biomedical will use the drugs in experiments and publish the test results regularly to the PUMP.SCIENCE platform. Retail investors can choose whether to continue trading meme coins based on the research results. Although these drugs are still difficult to understand for most people, it is equivalent to adding external justice to meme hype.

2. How can ordinary people seize the wealth opportunities of DeSci?

DeSci is not only a revolution in scientific research mode, but also contains huge wealth opportunities for ordinary investors. The previous issue of popular science content has introduced several project coins. The following are several major investment methods:

1. Invest in DeSci project tokens

Currently, there are projects such as VitaDAO, ResearchHub, Hippocrat, etc. These projects will issue tokens to incentivize community participants or as governance tools. Successful DAO projects usually bring generous returns to early participants. For example, VitaDAO’s token $vita has risen more than 4 times since early November. But this is no different from other VC coins. Once the heat is over, it is difficult to sustain the price trend, so this way of playing is not recommended.

2. Participate in the DeSci meme

Compared with other memes, the DeSci sector has a stronger meme narrative and better fundamentals. Even if the popularity decreases, it is supported by actual scientific research projects. At present, the celebrity effect of the sector is still led by Vitalik and CZ. If it can attract more large institutional investments or the attention of scientific research experts, there will be more room for development in the future.

3. Invest in transformation of scientific and technological achievements

Some DeSci platforms allow users to directly invest in specific scientific research projects and receive returns after the scientific research results are commercialized. For example, the Molecule platform uses the IP-NFT mechanism to assetize scientific research results and open them to investors.

This actually provides a platform that can bring together researchers and investors, allowing you to obtain ownership of the research results.

1) Researchers can submit project introductions to the platform. After review, the project will be published on the Molecule Discovery page. The platform will assist in writing IP license agreements and creating IP-NFTs.

2) Potential investors can browse the project information on the Molecule Discovery page, contact researchers, make bids after obtaining whitelist qualifications, and obtain IP-NFT and IP ownership after reaching an agreement on the price and completing the remittance.

Of course, the above is what real big guys do.

3. How to evaluate the DeSci project and what data to look at?

When evaluating a DeSci project, you can start from the following four aspects: Evaluate the project's feasibility, transparency, influence, community activity, etc.

1. Project goals and vision

Is the goal clear? What is the mission of the project? What problem can it solve?

2. Community and Engagement

Is the community active? Does the project have an active community? Are there many people participating in discussions, contributions, and promotions? Is governance decentralized? Does the project allow community members to participate in decision-making (e.g., through a voting system, etc.)

3. Team and partners

What is the team background? Do the project team members have experience in related fields? Are there any partners (such as scientific research institutions, universities, etc.) supporting the project?

Are there any well-known backers? Are there any well-known industry figures or experts supporting or participating in the project?

4. Transparency and progress

How is the project progressing? Is the project progressing as planned and has it reached the expected milestones (e.g., product launch, funding allocation, etc.)?

Is the information open? Does the project publish regular and transparent progress reports, showing the team’s work to the public?

The above information can basically be found on the project’s official website. By evaluating them one by one, you can roughly judge the situation of the project.

Risk Warning

The birth of a new track will go through the stages of concept hype, actual implementation, stable development and price-earnings ratio. Currently, DeSci is still in the first stage of concept hype. Limited by the direction of the track, there will be the following three fatal problems:

First of all, the threshold for scientific research is high, and the academic concepts mentioned are difficult for ordinary people to understand, let alone identify or participate in them. This will make the entire track a hotbed for scammers and criminals. Similar incidents have happened many times before. Back then, Silicon Valley genius girl Holmes had dinner with Jack Ma, chatted with the president, and built a biotechnology company with a valuation of tens of billions with a drop of blood. In the end, it turned out that they were all scammers.

Secondly, there is the issue of supervision. Some research topics themselves involve ethical, legal and intellectual property issues, and the decentralized nature of DeSci makes supervision even more difficult. For example, the Sci-hub website itself faces controversy over copyright issues, so is the $SciHub coin also in a gray area? If such problems are not resolved, regulators may take a heavy blow.

Finally, and most importantly, the funding issue. The DeSci field is a veritable money-making beast that requires continuous external funding support, but as of now, there has been no large-scale financing in the primary market, and there has been no leading project with a market value of more than 1 billion in the sector, and no related tokens have been listed on mainstream exchanges. This represents the huge potential of the track to a certain extent, but in reality, when funds are exhausted and there is no narrative of breaking the circle, how will the research directions of each sector continue? This is a question mark.

Investment method suggestions:

1. Following market sentiment and only speculating in the short term, long-term investment is not appropriate;


2. Do not speculate on VC coins, only focus on meme coins;


3. The main factors to screen meme coins are popularity. First, the number of coin holders, second, the transaction volume, and third, the community situation, such as social media fans, activity, community size, activity, and whether there is support from conspiracy groups.


The above is the content of this issue. We will continue to pay attention to the developments in the DeSci section. If you also want to know more about how to filter memes, you can enter my community and discuss with everyone.