《June Shanzhai Warehouse Sketch》

AI is not involved, there is no real thing, the fundamentals are memes. But the concept is abstract, and the communication power is not as good as the real big meme.

Depin is actually an old narrative, with a new name, and a lot of VCs added to get 1% of the cost.

Chain abstraction and modularization are not involved. They are also things that existed in the last round, with a new name and some new engineering implementations.

Eth's NFT is still at the bottom. If it cannot pick up in the next 6 months, then NFT, as an asset type, has not passed the test of the cycle. It may be difficult to get up in the next cycle.

There are basically only two big blocks that can be played in one round.

Bitcoin ecology and meme.

Bitcoin ecology is a new thing from 0 to 1.

Meme is the only field that has escaped the pitfalls of greedy VCs.

Basically, it revolves around these two major directions.

If there are new things, social, take a look at it.