Pode-se observar pela rotação de fundos que aqueles que buscam a IA e aqueles que buscam o Meme não são mais o mesmo grupo de pessoas. A IA evoluiu de memes puros como GOAT no início, para agentes de IA que podem conversar, para fundos em rede como ai16z e, em seguida, para novas plataformas de emissão de ativos como Virtual e Spore $ACT On Binance Every step. está cada vez mais perto do lançamento do produto, e tudo isso aconteceu em dois meses.

Esta ronda de condições de mercado na cadeia já não é um meme. É essencialmente um modelo em que novos “projectos de aplicação” contornam as bolsas e os VC e criam novos activos directamente na cadeia. Com um preço de abertura tão baixo, todos têm a oportunidade de ganhar dinheiro antecipadamente, e um grande número de usuários e comunidades hardcore foram acumulados durante o aumento.

This is essentially a redistribution of interests, allocating money that was previously to be given to VCs and exchanges to retail investors. The current surge in altcoins will not happen within CEX exchanges; the current on-chain environment is just the beginning of the 2020 altcoin explosion season, with opportunities everywhere.

For project parties, having a good idea and quickly creating an MVP product no longer requires sucking up to VCs or scrambling for resources to find exchanges to pay tolls; they can directly showcase it on-chain. If the market buys it, it takes off; if it doesn't, it cools down. The rapid iteration speed of the AI track on-chain over the past two months has also shown you which model is most beneficial for the industry's development.

The previous issuance model of project parties, VCs, and exchanges will be completely changed in this round; the new application infrastructure on-chain will disrupt the old exchanges. Currently, there are only about 300,000 to 500,000 users trading coins on-chain worldwide, which is already enough liquidity to support 2-3 billion projects. Just think about it: if this number reaches 5 million, will there still be a need for CEX and VCs? The time left for the current primary VCs and exchanges to transform is really limited. In this regard, An An's actions can already be said to be the fastest; the launch of the Alpha sector and the convenient operation of outstanding memes in more accessible places truly live up to An An.

This is the best era for crypto investors and entrepreneurs.